RM-Subscription Count Cluster

API reference documentation for all modules located at:  https://dev.folio.org/reference/api/

FOLIO raml parser: https://docs.google.com/spreadsheets/d/1m_Cq_GmZX37gJPEjVWt9eOLXskUjSLUb-8KapWj0SIw/edit#gid=24879874

Inventory Beta - Metadata Elements (being kept up to date by Charlotte): https://docs.google.com/spreadsheets/d/1RCZyXUA5rK47wZqfFPbiRM0xnw8WnMCcmlttT7B3VlI/edit#gid=952741439

DBS - Deutsche Bibliotheksstatisk: https://www.bibliotheksstatistik.de/

U.S. Association of Research Libraries (ARL) survey documentation: http://www.arlstatistics.org/about/Mailings

U.S. Association of College & Research Libraries (ACRL) survey documentation: https://acrl.countingopinions.com/

U.S. National Center for Education Statistics (NCES) Integrated Postsecondary Education Data System (IPEDS) survey documentation: https://nces.ed.gov/ipeds/report-your-data/resource-center-academic-libraries

RM SUBSCRIPTION COUNT CLUSTER UXPROD-2398 - Getting issue details... STATUS

This report cluster contains a series of reports in the RM functional areas that are designed to count current subscriptions.

LINK TO ADDITIONAL DOCUMENTATION: Additional Documentation

This is a place where we added additional information related to the Folio structure and a list of reports by module. It also provides details of elements needed for the Count Cluster.

LINK TO PARKING LOT: Parking Lot

This is a place where we record known issues and/or topics to revisit, including  items to discuss at the SIG meeting.

Report description detail

Overview:

This query satisfies multiple report requests (x to date) for counts of serial titles or subscriptions currently received in physical format, usually divided by format.  It requires data mainly from the Inventory App, but also the Orders module.  It is intended to exclude counts of online e-resources.

The requests include additional factors users would like to be able to slice and dice by, some of which may require additional queries.  The additional factors identified to date include: added new in time period; withdrawn in time period; cancelled in a time period; transferred within the institution in a time period; where shelved within a library system; exclude those not owned by library (including e.g., unowned CRL, unpurchased PDA), analyzed titles; received as gift; acquired as part of a project; by general classification; has retention requirements; is an obligatory copy; left by decedents.

Assumptions:

• The reporter’s institution uses the Inventory and the Orders modules.
• Online resource counts are excluded even if tracked in the Inventory; see the ERM queries for online titles/subscriptions currently held counts. Each reporter must know where her/his institution’s various resources are tracked and find the needed reports as appropriate, adding together counts if needed, and avoiding any duplication if possible.
• This query is only for serial titles/subscriptions currently received counts. For physical resources, see the other RM queries for items/pieces held counts and titles held counts.  For online resources, see the ERM queries for titles held counts and for serial titles/subscriptions currently received counts.
• This query results in one or more counts, not a list or lists of titles. It is more for internal or external assessment/benchmarking purposes or for planning efforts, rather than for project work.  See other MM or RM reports for other purposes.
• Only titles that have been cataloged and made ready for use are included (including those batch-loaded).
• Each institution will decide how it will make it possible to break counts out by format. Requests covered here range from being able to break out counts by a very specific format, to having a report that breaks out all counts by general bibliographic format.  We have attempted to identify the most common fields that will be used, and documented which they are.
• Any titles cataloged in the Inventory have instance and holdings records, and item records when appropriate.
• It is generally assumed that if you need a count as of a certain date, you take it on that date. While you can use processing dates to exclude items newly added after a certain date, you cannot get back items that were withdrawn or transferred through this query. 
• Local and national definitions can be updated from year to year; be sure to review for needed changes.

Reports covered:

• REP-63: Journals and newspapers in non-electronic form, still appearing and held by the library in the reporting year (held, expenditures)
• REP-64: Journals and newspapers in non-electronic form, held by the library in the reporting year, among those: canceled subscriptions in the reporting year
• One part of REP-80 - covered by other requests: By specific subject areas: 1. total expenditures for acquisitions; 2. thereof: expenditures on printed books, 3. expenditures on ongoingly held printed journals and newspapers; 4. acquired number of newly printed books (i.e. those whose publication is no more than 5 years ago and including obligatory copies); 5. total number of acquired and ongoingly held printed journals and newspapers.  (this not put in our cluster, but need to identify)
• REP-228: Number of serial titles currently received (people make a distinction between e-journals and e-serials?) (WISHLIST: automated way to exclude currently published serials that we no longer subscribe to. Counting embargoed as currently received.) (can not only be based on whether the title is currently being published)
  
• Still needs to be addressed: current subscriptions vs. serial titles currently received; standing orders; how to exclude online resources; how to exclude records like those for CRL.

Report Criteria

• Examples:
  • A sum of total volumes
  • A sum of total titles, broken down into the categories of "tangible" and "electronic."

Start report with: 

Instance data.

Filters:

Instance type name | Instance format name | Discovery suppress; instance status | Mode of Issuance | Cataloged Date | Statistical Code | Location

Data fields:

• Instances
• ID
• Discovery Suppress
• Status Update Date
• Instance Status
• Instance Type
• Instance Format
• Nature Of Content Terms
• Statistical Codes
• Mode Of Issuance
• Date of Publication
• Cataloged Date
• Previously Held
• Holdings
• ID
• Instance ID
• Permanent Location
• Holdings Type
• Discovery Suppress
• Statistical Codes
• Call Number
• Calll Number Type
• Receipt Status
• Locations
• Institution
• Library
• Campus
• Orders/PO Lines
  
  • Subscription Date From
  • Subscription Date To
  • Instance ID
  • Reporting Codes
  • Acquisition Method
  • Order Type
  • Order Format