Skip to end of metadata
Go to start of metadata

You are viewing an old version of this page. View the current version.

Compare with Current View Page History

« Previous Version 21 Next »

Reports set up in Analytics to help you

The reports are here:  /Shared Folders/Community/Reports/Institutions/CalState/ACRL IPEDS Official ULMS folder

Important

  • Copy the reports to My Folders before running them
    • (lightbulb)  You can copy the whole folder at once!
  • Read the notes and instructions in the description before opening or editing a report
  • There are some fields, such as location, and some metadata, such as default resource type, that require each institution to customize the report
    • We have provided prompts to help with this, but you will need to interpret the ACRL/IPEDS instructions in order to make best use of the prompts
    • (warning)  In many cases, you may still need to edit and customize the report to account for local practices or ongoing migration issues
  • Not every ACRL question can be answered using Analytics, and some reports will only give you part of the data you need
  • Usage data reports will only report on the data you have loaded, manually or via SUSHI
  • There is one folder labeled Run in the IZ
    • From your IZ login, copy this folder to My Folders and run these reports in the IZ
  • There is a second folder labeled Run in the NZ
    • This is for e-resources reports that must include e-resources shared in the NZ
    • From your NZ login, copy this folder to My Folders and run these reports in the NZ

News

New for 2018:  

45. External Contributions from Consortia / Network(s) / System Office

  • Report ECC expenditures in Line 45
  • Report Systems/Services/Bibliographic Utilities from the CO in Line 25

Details provided by Ying Liu (Chancellor's Office):

  1. All campus libraries will add the Chancellor Office’s allocated funds on behalf of the libraries for the ongoing subscription for the Electronic Core Collection (the dollar amount for your campus under the ECC column in the distributed spreadsheet) in the *newly* added Line 45 (45. External Contributions from Consortia / Network(s) / System Office in the 2017-18 ACRL survey. Please do not add the ECC expense in Line 21.
    1. (45. External Contributions from Consortia / Network(s) / System Office
      1. If the library receives access to e-collections or other e-resources through one or more centrally-funded system or consortial arrangements for which it does not pay fully and/or directly (for example, funding is provided by the state on behalf of all members), enter the amount paid by external bodies on its behalf. If the specific dollar amount is not known, but the total student FTE for the consortium and amount spent for the academic members are known, divide the overall amount spent by the institution’s share of the total student FTE. The consortium or system office may make a value-per-FTE metric available for all members of the consortium.
      2. Do not include expenses paid through an annual consortium fee. Report those expenses under line 25 “All other operations and maintenance expenses.”
  2. In Spring 2019 IPEDS survey, Ying will add a note to explain why the dollar amount in Ongoing commitments to subscriptions would greatly decrease;
  3. Please continue to add the dollar amount for your campus under the Systems/Services/Bibliographic Utilities column (in the attached) to your own library expense in Line 25 (All other operations and maintenance expenses).

If you did not receive a copy of the "CO expenditures to report ACRL" spreadsheet, please contact Ying Liu.

Essential resources

Recommended Practices for Consistent Reporting from All Campuses

  • Run Library Collections (lines 40-44) reports on July 1, or as soon after as practical

NOTE: The original 4xb eResource reports intended to be run in the NZ will not work due to a persistent problem with the 'Available for Group' members dimension. A fix is not expected until Q3 2020. "Alternate NZ reports" have been included in the /shared/Community/Reports/Institutions/CalState/ACRL IPEDS Official ULMS folder for the 40b, 42b & 43b queries. These utilize the "Portfolio Details for Consortia" measures which allow reporting on the NZ from the IZ. Be sure this feature is active in your IZ: Analytics Objects: Analytics Member Settings > analytics_network_inventory_available_for_my_institution = true.

  • Regardless of when reports are generated, run Library Collections reports as a "snapshot" of the collection on that day
    • There is no simple way to filter out items/portfolios added after July 1 and add back items/portfolios withdrawn after July 1; it's especially problematic for portfolios where there's a fair amount of addition/deletion activity at any time
  • Count document delivery, ILL, and pay-per-view expenses in Line 22 (e.g. Reprints Desk, Get It Now)
    • ILL costs that can't be separated from the cost of the ILL software should be counted along with Bibliographic Utility costs in Line 25
  • Count DDA Short Term Loan (STL) expenses in Line 22
  • Count DDA triggered purchases in Line 20 (and 20a for ebooks)
  • Include ECC resources in Library Collections counts
  • Gather and load your own usage reports (manually or using SUSHI) for all resources, including ECC and other SDLC resources
    • Usage will NOT be centrally loaded to Alma to avoid duplication, as vendors do not distinguish the license source when reporting usage on their entire platform
  • When reporting BR2 usage for platforms such as Ebook Central that count every pageview, add a comment that data from these platforms is included in the total

Frequently Asked Questions

  • How do I calculate the numbers for 60 Column B, 61 and 62?
    • For 60 Column B, report the following:
      • BR1 (book title requests)
      • plus MR1 (multimedia content unit requests - the standard multimedia COUNTER report)
      • plus BR2 (book chapter requests) for book platforms where you did not report BR1 data ((warning) see special case below for Ebook Central)
      • plus MR2 (multimedia content requests - an optional COUNTER report) for media platforms where you did not report MR1 data
      • plus non-COUNTER data for book or media platforms where you did not report any of the above COUNTER data

      Expressed as a formula: (BR1 or BR2) + (MR1 or MR2) + non-COUNTER usage for each provider, choosing BR1 or MR1 when providers have both formats available and COUNTER reports over non-COUNTER if both are available.

      For 61 and 62, report the following:
      • 61: BR1 + MR1
      • 62: BR2 + MR2 for platforms where you did not report BR1 or MR1 data

  • Do I use BR1 or BR2 for Ebook Central?  Why are the numbers so different in these two reports?
    • Recommendation:  Use both for Ebook Central because they don't overlap
    • From Ebook Central SUSHI and COUNTER Report Help Guide
      • Book Report 1: Number of successful title requests by month and title
        • (To be provided only when an entire book is provided as a single file; other uses contained in Book Report 2)
        • ProQuest Ebook Central BR1 report counts full Title downloads. A 30 second time filter is applied to the
          counts. This filter counts all full Title downloads by the same patron for the same title occurring within 30
          seconds to be counted as 1 request.
      • Book Report 2: Number of Successful Section Requests by Month and Title
        • When the reader is used for browsing behavior outside of full Title downloads, those page views are counted in
          BR2 as section requests. Section requests incude:
          • Page views (browsing under "Read Online")
          • Chapter Download
          • Copy
          • Print to PDF (section, not full Title)

Webinar




  • No labels