E-Resource usage data: Calculate and visualize statistics (UXPROD-1253)

[UXPROD-2861] Capture cost and use data Created: 05/Jan/21  Updated: 22/Nov/21  Resolved: 22/Nov/21

Status: Closed
Project: UX Product
Components: None
Affects versions: None
Fix versions: Kiwi (R3 2021)
Parent: E-Resource usage data: Calculate and visualize statistics

Type: New Feature Priority: P2
Reporter: Kristen Wilson Assignee: Kristen Wilson
Resolution: Done Votes: 0
Labels: None
Remaining Estimate: Not Specified
Time Spent: Not Specified
Original estimate: Not Specified

Attachments: PNG File eUsage Stats (1).png    
Issue links:
Blocks
is blocked by MODEUR-8 Cost and use data: OpenAPI specs and ... Closed
is blocked by MODEUR-9 Connecting mod-agreements, mod-orders... Closed
Epic Link: E-Resource usage data: Calculate and visualize statistics
Development Team: Thor
Kiwi Planning Points (DO NOT CHANGE): 1
Rank: Chicago (MVP Sum 2020): R4
Rank: Cornell (Full Sum 2021): R4
Rank: 5Colleges (Full Jul 2021): R4
Rank: Lehigh (MVP Summer 2020): R4
Rank: U of AL (MVP Oct 2020): R5

 Description   

Purpose: To produce the types of usage data visualizations and reports that libraries need, data must be brought together from many sources throughout FOLIO. We need a place to store this data and perform the necessary calculations.

Description:

We will create a new storage module that will pull together the data needed to support usage visualizations and downloads.

Data will be sourced from:

  • agreements
  • titles associated with each agreement via agreement lines
  • usage statistics for each title for the period covered by the agreement and for the usage data provider associated with the agreement via eUsage
  • POL for each agreement line via agreements
  • invoiced cost for each agreement for each fiscal year associated with the agreement via POL


 Comments   
Comment by Kristen Wilson [ 05/Jan/21 ]

Original analysis

New back end module mod-erm-usage-costs (or similar)
Module will require: mod-erm-usage, mod-agreements, mod-invoice, (perhaps KB, mod-orders)

Module should provide: /agreement-usage-costs/<agreement id>?period=<period> (or similar)

On http request:
Obtain list of titles for an agreement id from mod-agreements / KB
For each title in the agreement, get update stats from mod-erm-usage for the given period
Get the PO line from mod-agreements; with that, look up costs in mod-invoice
Calculate stats: summary of costs and usage on agreement level, agreement line level
Also include usage stats per title (cannot calculate costs on title level)

Comment by Kristen Wilson [ 14/Jan/21 ]

I've uploaded a draft of an ERM diagram identifying the major data sources we need to access. This is a work in progress and should not yet be considered a concrete proposal.

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