Reporting: LDP-based Reports (UXPROD-1319)

[UXPROD-2398] RM-Subscription Count Cluster Created: 23/Apr/20  Updated: 22/Mar/22  Resolved: 22/Mar/22

Status: Closed
Project: UX Product
Components: None
Affects versions: None
Fix versions: None
Parent: Reporting: LDP-based Reports

Type: New Feature Priority: TBD
Reporter: Sharon Beltaine Assignee: Sharon Beltaine
Resolution: Done Votes: 0
Labels: po-mvp, report-cluster, reporting, team-mvp
Remaining Estimate: Not Specified
Time Spent: Not Specified
Original estimate: Not Specified

Issue links:
Defines
is defined by LDPQURY-37 Prototype for RM Subscription Count C... Closed
Relates
relates to REP-228 Number of serial titles currently rec... Open
relates to REP-63 Journals and newspapers in non-electr... Open
relates to REP-64 Journals and newspapers in non-electr... Open
Epic Link: Reporting: LDP-based Reports
Back End Estimate: XXL < 30 days
Development Team: Reporting
Report Functional Area(s):
Resource Management
Cap Plan Fix Version (DO NOT CHANGE): R2 2021
Rank: Chalmers (Impl Aut 2019): R4
Rank: Chicago (MVP Sum 2020): R2
Rank: Cornell (Full Sum 2021): R2
Rank: Duke (Full Sum 2021): R4
Rank: 5Colleges (Full Jul 2021): R2
Rank: GBV (MVP Sum 2020): R3
Rank: Lehigh (MVP Summer 2020): R2
Rank: TAMU (MVP Jan 2021): R3
Rank: U of AL (MVP Oct 2020): R4

 Description   

This cluster covers RM reports that are used for subscription counts for non-electronic serials. We need to include this criteria: paid subscriptions, active subscriptions, cancelled subscriptions, hard-coded filter to see Open subscriptions only, order type as Ongoing, "is subscription - yes or no" setting from the PO line. Need to define what is meant by "serial" to find the right filter from inventory. Use inventory mode of issuance and inventory nature of content terms tables. Dates for titles subscribed to within a particular year. 

 

For Cornell Annual Statistics, we need to be able to count subscriptions that are not always associated with purchase orders, such as gift subscriptions. This is usually captured in notes, sometimes in MARC. Possible to use tags, order notes, inventory. Possible to use acquisition method of gift in the purchase order. 

The Subscription Count Cluster is covered by this query:

https://github.com/folio-org/folio-analytics/tree/main/sql/report_queries/subscriptions

 

 

 

 



 Comments   
Comment by Sharon Beltaine [ 22/Mar/22 ]

The Subscription Count report cluster is complete

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