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WorldShare Management Services (WMS): WMS Reports for Annual Surveys

Getting Started

This guide includes documents and tutorials to support PALNI libraries that are reporting for the annual IPEDS, ACRL, and ATS/ATLA statistics surveys. 

Important Notes

  • Most reports and templates will require customizations to account for local library practices
  • Not every data point can be answered with Analytics reports and some reports will only provide a portion of the data needed
  • Additional work in Excel/spreadsheet software may be needed for calculations and analysis


Due February 28, 2020


Report Documents

The following documents and tutorials have been updated for the 2018-2019 Academic/Fiscal Year reporting cycle and are current as of October 3, 2019.