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New York State Annual Report 2023: Home

Data and Instructions for completing the New York State Annual Report.

Basic Information

  New York State requires the submission of the NYS Annual Report every year.  This guide has been compiled to help you through the process.

Annual report data is entered and submitted through an online portal called CollectConnect.

CollectConnect Link: 

CollectConnect is compatible with Google Chrome, Mozilla Firefox, and Internet Explorer. 

Each library has a separate set of login credentials.  If you need your credentials, contact Athea Mortenson

NOTE: After completing each page, be sure to click the SAVE button!

See below for the Instructions

The due date for the annual report is February 16, 2024.


Check this space for updates relating to the Annual Report:

The Portal Is Open!

  • 2/15/2024 - Posted updated Digital Magazine Usage (Section 2 & 4)
  • 1/29/2024 - Added portal status change and instructions
  • 1/25/2024 - Added bandwidth info to Section 9
  • 1/25/2024 - Added Outline of Major Changes
  • 1/19/2024 - Added Overdrive holdings and usage data (Sections 2 and 4)
  • 1/4/2024 - Added Big Data 2023 file with circulation, holdings, ILL, and patron info

Big Data Spreadsheet 2023


These online workshops will be recorded.

January 29, 2-3 PM – Section 4 - Transactions

A guided walk through Section 4 of the NYS Annual Report, dealing with circulation.  Learn how NYS classifies library transactions.

February 5, 2-3 PM – Section 2 - Holdings

A guided walk through Section 2 of the NYS Annual Report, dealing with the library collection.  Learn how to break down your library’s collection into the categories the state uses.

View Recording

February 8, 2-3 PM – Financials (Sections 11 & 12)

              A walk through the financial sections of the report for treasurers and/or directors

            View Recording 

February 14, 2-3 PM - Programs (Section 3) and all section Q & A

Register Here: