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Acquisitions Report Instructions and Templates
Below are report creation guides that we have created for PALNI member libraries. Now that shared templates functionality is available, these reports are being improved and saved as templates. Templates that are now available for sharing are marked as PALNI Template (PAL2 2.1 folder) or OCLC Template (3.0 folder).
Circulation of Purchased Items
How to create a multi-universe report showing number of check-outs of purchased items. Can be used for cost-per-use analysis of collection. [OCLC Template]
Circulation of New LHRs
How to obtain circulation of new items added within a specified time period (whether or not processed through acquisitions).
New Items (LHRs) - by Fiscal Year
How to obtain a list of new items (LHRs) during a given fiscal year or other date period. Includes item details; may be used to obtain counts.
New Items (LHRs) - Monthly
How to develop a monthly list of newly acquired items (new LHR records). Includes instructions for automatically running an updated list.
Orders, Expenditures, and Encumbrances by Budget Year
List of orders per budget year, which can be filtered by budget status and fund code.
Database Payment History
Use the Acquisitions universe to generate a spreadsheet of databases, vendors, subscription periods, and payments. [PALNI Template; OCLC Template]
Use Scenarios: Acquisitions Reports
Database Payment History:
Circulation of Purchased Items: