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ACRL, IPEDS, and National Surveys

Support, guides and tutorials for PALNI libraries completing the ACRL, IPEDS, and other national surveys.

WMS Reports for Title Holdings

Recommended Methods:

  • PALNI Libraries: Use templates in Report Designer Toolkit, Folder 2.1/Annual Survey Toolkit
    • New templates for 2023 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.
      • PALNI Electronic Title Quantities TEMPLATE for ACRL/IPEDS
      • PALNI Physical Title Quantities TEMPLATE for ACRL/IPEDS
    • Previous template: PALNI Title Quantity Material Format and Subformat

      • If using the previous template, 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 Title Holdings by Material Format report; see the PALNI ACRL/IPEDS Help Guide document

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

 

 

Title Holdings by Material Format and Subformat

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

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

Drag and drop desired Report Objects to Result Objects:

Folder

Result Objects

Title Holding Information

Title 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)

 

screenshot setting up wms title holdings quantity by format custom report

Sample Report Output:

screenshot sample output custom WMS title holdings quantity format report

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).