ACRL, IPEDS, and National Surveys

Recommended Methods:

• PALNI Libraries: Use templates in Report Designer Toolkit, Folder 2.1/Annual Survey Toolkit
  • NEW: PALNI Physical Book Volume Quantities TEMPLATE for ACRL/IPEDS
    • The new templates are designed to filter out formats that are excluded from the survey instructions, and to group included formats by reporting category. Please see notes on the reports, once generated, for guidance about some slight manual modifications.
  • Previous: PALNI Item Quantity Material Format and Subformat
    • If using the previous templates, use Pivot Tables (see "Material Formats and Using Pivot Tables" tab) with template report exports to obtain calculations.
• Other WMS libraries with Report Designer subscription: Folder 3.0 or 3.1 Community Templates - Cataloging/Collections - ACRL/IPEDS Collection Quantities
• WMS libraries without Report Designer: use the Standard Branch Item Holdings by Shelving Location report; see the PALNI ACRL/IPEDS Help Guide document

Custom report instructions are below for Report Designer users that prefer not to use templates.

Go to WMS Analytics > Reports > Report Launch Pad > Applications > Web Intelligence. Create a New Document in the Cataloging Universe.

Open the Item Holding Information folder, and build your report as follows.

Drag and drop desired Report Objects to Result Objects:

Folder	Result Objects
Item Holding Information	Item Holdings Quantity (measure) Material Format Material Subformat
Date	Calendar Year Month

 

 

 

 

 

 

Drag and drop desired Query Filters:

Folder	Query Filter	Filter Parameters
Date	Calendar Year Month	Last month of your reporting fiscal year (YYYY-MM)

 

Sample Report Output:

You may use the data management tools within Report Designer, or export the raw data via CSV to do filters and calculations in Excel (see Support Tools tab).