ACRL Webinar Notes

General Information

ACRL and IPEDS information
- Includes deadlines and links to survey sites
Training Resources
- Start here! - includes documentation and tutorials for Alma Analytics and more
- Contact the Assessment & Analytics group for specific needs
  - We are happy to help work out tricky reports and are especially interested in developing analyses that may be used by multiple campuses
  - Email the Assessment & Analytics group
  - Subscribe to the ULMS-Analytics listserv
  - Join Slack channel #Analytics
Shared Reports
- Analytics Catalog: go to Shared Folder/Community/Reports/Institutions/CalState/Assessment and Analytics/ACRL_IPEDS
- Copy the report to your local folder
- Reports will be set up as much as possible, but may require customization depending on local practices
Other information
- As always, many survey questions will require data from outside of Alma (staffing, services, etc.)

Staffing Types, FTEs, and Expenses (Q. 01-09)
- Answerable using Alma Analytics? NO
  - Use campus accounting and HR systems as normal
Expenses (Exclude Staff) (Q. 20-31)
- Materials / Services Expenses (Q. 20-23)
  - One-time purchases of books, serial back-files, and other materials (Q. 20)
    - E-books (if available) (Q. 20a)
  - Ongoing commitments to subscriptions (Q. 21)
    - E-books (if available) (Q. 21a)
    - E-journals (if available) (Q. 21b)
  - Answerable using Alma Analytics? Next year: Basic level for 20 & 21; 20a, 21a, and 21b also possible if use specific POL types
  - Don't forget to manually add in CO spend on behalf of campuses (ECC)
  - All other materials/service cost (Q. 22)
    - ILL costs for materials
    - Pay-per-view article transactions (e.g. Get It Now)
    - Short-term loans as part of a Patron-Driven Acquisition (PDA) or Demand-Driven Acquisition (DDA) program
    - RefWorks, EndNote and similar services
    - Do not include postage or courier fees or the costs of bibliographic utilities associated with ILL (count as other expenses in line 25)
- Operations and Maintenance Expenses (Q. 24-27)
  - Preservation services (Q. 24)
    - Include binding, rebinding, and other conservation services
  - All other operations and maintenance services (Q. 25)
    - All other expenses (exclude only expenses for new buildings and building renovations)
    - Don't forget to add in the CO spend on behalf of campuses (services such as QuestionPoint)

Answerable using Alma Analytics? NO
Number of branch and independent libraries–not the same as Alma locations/libraries

Total interlibrary loans and documents provided to other libraries (Q. 81)
- Answerable using Alma Analytics? NO for 2016-17. Partially (CSU+) for 2017-18 and beyond.
- ILL-01 Returnable: starting next year, include CSU+ lending transactions here, as well as all other physical lending. Analytics report will be available for CSU+.
- ILL-02 Non-returnable: count as usual
Total interlibrary loans and documents received (Q. 82)
- Answerable using Alma Analytics? NO for 2016-17. Partially (CSU+) for 2017-18 and beyond.
- ILL-03 Returnable: starting next year, include CSU+ borrowing transactions here, as well as all other physical borrowing. Analytics report will be available for CSU+.
- ILL-04 Non-returnable: count as usual
  - Note for institutions using short-term loans (STL) as part of a Patron-Driven Acquisition (PDA) or Demand-Driven Acquisition (DDA) program: include STL in your count of non-returnable borrowing transactions.

Answerable using Alma Analytics? NO
Consult your campus office of Institutional Research and the Common Data Set
FTE is based on credit hours in a 12-month period (for semester schools, 30 = 1 undergrad; 24 = 1 grad)