Monthly Ex Libris Reports

Scope: Instructions on how to download spreadsheets from Ex Libris to show what databases, eBooks, and journals we have tracked in the knowledge-base.

Contact: Alaina Deane

Unit: Electronic Resources & Serials Acquisitions

Date last reviewed: 09 May 2022

Date of next review:

Once a month (usually at the beginning of the month) we pull reports from Ex Libris for databases, ebooks, and journals. These reports give us a snapshot of what we currently have tracked in the knowledge base and are a good tool to use to check when databases or resources have been added or removed from our knowledge base.

To pull and save the reports, follow these steps:

• Log into Ex Libris
• Under the "Business Intelligence Tools" select Management Reports

• From the dropdown menu select "Database Details Report"
• For the report name write "Database Details Report MON yyyy
  • Example: Database Details Report APR 2022

• Click Request Report
• Repeat these steps for "Tracked eBooks" and Tracked eJournals"

• Once the reports have been processed (this may take a while) you'll receive an email notification of completion.
• Click the "Update List" button or return to this same page if you've closed this window. Once you update the list, the reports will appear.

• Download each file (because we have so many resources there may be multiple files) and save in the applicable resource folder (here) "\\lib-share-16\Staff\Departments\ContinuingResourceAcquisitions\CRA\Elaine B\Reports_ACTIVE_Databases_Ebooks_Ejournals". Place spreadsheet in the appropriate folder (folders are arranged by type and then year).