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Analytics & Reports: WMS Reports for Annual Surveys

For the PALNI Analytics Admin Team, and PALNI librarians working with analytics, reports, ROI, and assessment

Getting Started

For the 2019-2020 reporting cycle and forward, up to date guides and information may be found at a standalone guide, ACRL, IPEDS, and National Surveys: https://libguides.palni.edu/ipeds

ALL MATERIAL ON THIS PAGE OF THE GUIDE SHOULD NOW BE CONSIDERED ARCHIVED. (10-30-2020)


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

The Analytics Admin Team requests that all PALNI libraries participate in the ACRL survey. Libraries need not submit a complete survey, but may respond with a partial survey for the required IPEDS data points. Including your IPEDS data in the ACRL survey allows the Admin Team and PALNI staff to do internal analysis and benchmarking to support PALNI data-driven decision-making and assist member libraries with comparison analysis. If your library needs assistance with data gathering, please contact the Team - we are happy to help!

ACRL

Due February 28, 2020

ATLA/ATS

Report Documents

For the 2019-2020 reporting cycle and forward, up to date guides and information may be found at a standalone guide, ACRL, IPEDS, and National Surveys: https://libguides.palni.edu/ipeds

(Archived) 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.