Next Step
-ask Annika and Owen if this report is already included in the eUsage app (see UXPROD 1264) ; set up meeting to discuss this with Martina Schildt, Martina Tumulla, Scott Perry, Bjorn, Owen, and Kalila at WolfCon or afterwards online
-check snapshot for eUsage app (no data yet)
Questions
-what is the source report requirement?
-is there an example of this report somewhere?
(REPORT EXAMPLE)
Report Description
This ERM (Electronic Resources Management) report prototype is modeled on (REP-???, ID900???), which provides the cost of electronic resource titles per view and per download. This requires data from the eUsage application FOLIO attributes for agreements, orders, and invoices.
The application that captures eUsage statistics for an institution varies. Some may use the eUsage app, others may use another application.
See ERM Statistics summary for report descriptions and priority.
Report Criteria
- cost per view of given title
- cost per download of given title
- invoice amount / number of titles = cost per title
- cost per use = cost per title/use of title
FOLIO Attribute Definition Sources
API reference documentation for all modules located at: https://dev.folio.org/reference/api/
eUsage data attributes???
https://docs.google.com/document/d/1jeFPHIUmRPCAPFpKkciIOBidQbXGBEE-8Fez0vKszrk/edit
UXPROD-1264 - Getting issue details... STATUS
See mod-erm-usage in API documentation for FOLIO Attributes
Agreements App- manages packages and titles within packages with connection to Order and Invoice in the Finance App; for ongoing agreements and orders, there will be many invoices, so you may need to look at particular time periods
eUsage app - harvesting counter statistics through SUSHI of downloads and views of given titles; harvest downloads and views from one vendor
Data Elements
-title from eUsage
-downloads and views from eUsage
-eUsage is connected to Agreements app and Invoices are connected to Orders at the PO line
-Agreements lines are connected to the PO line and the PO line is connected to the Invoice line
-invoices from Invoices App
-orders from Orders App
(MORE DETAILED DESCRIPTION)
| Folio Attribute (Module/Path:Object) | Folio Data Element Description | Parameters/Query |
|---|---|---|
| Table name: mod-finance-storage/transactions | ||
| Transaction ID (mod-finance-storage:transactions:id) | The UUID of a transaction | Will provide the Id's for all transactions needed for this report. The ID itself does not connect with other tables. Connection from transactions will be done via fiscal year, fund, and invoice tables. |
| Transaction Amount (mod-finance-storage/transactions:amount) | The expenditure amount associated with a particular financial transaction | The ACRL statistical survey asks libraries to report the sum of all expenditures within a given category (i.e., "ongoing" or "one-time"), for a specified time period (e.g., fiscal year 2019). This report should return a sum of transaction amounts, as filtered by other elements. |
| Transaction Type (mod-finance-storage/finance-storage/transactions:transactionType) | Describes the type of transaction, based on the pre-defined categories of: allocation, credit, encumbrance, payment, and transfer. | This element will be used to account for expenditures, when transactionType parameter will be selected to "Payment" and "Credit". One may wish to also include encumbrances, in which case the transactionType "encumbrances" parameter will be selected. |
| Table Name: mode-finance-storage/fiscal_years | ||
| Fiscal Year ID (mod-finance-storage/fiscal_years:id) | UUID for a specific fiscal year | Will be used to provide a key time-based filter point. Provides a join point between mod-finance-storage/transactions and mod-finance-storage/fiscal-years. Connects with: mod-finance-storage/transactions:fiscalYearId |
| Fiscal Year Name (mod-finance-storage/fiscal-years:name) | The name of the fiscal year period | Provides a key time-based filter point for this report. ACRL reporting involves all transactions for a specific fiscal year period. |
| Fiscal Year Code (mod-finance-storage/finance-storage/fiscal-years:code) | The code of the fiscal year period | Provides the code of the fiscal year. ACRL reporting involves all transactions for a specific fiscal year period. Ex: FY2020 |
| Table Name: mod-finance-storage/Ledgers | ||
Ledger ID (mod-finance-storage/ledgers:Id) | UUID for a specific ledger | Provides a join between mod-finance-storage/finance-storage/funds and mod-finance-storage/ledgers. Connects with mod-finance-storage/funds:ledger:id |
| Ledger Name (mod-finance-storage/ledgers:name) | Provides the name of the ledger | Supports filtering by ledger. |
| Table Name: mode-finance-storage/Invoices | ||
| Invoice ID (mod-invoice-storage/invoices:id) | UUID of the invoice | Provides a join between mod-orders-storage/invoices and mod-orders-storage/orders_invoice_relns. This will give us access to mod-orders-storage/po_lines through mod-orders-storage/orders_invoice_relns . Connects with mod-orders-storage/orders_invoice-relns:invoiceId |
| Table Name: mode-orders-storage/orders | ||
| Order ID (mod-orders-storage/orders:id) | UUID for a specific order | Provides a join between mod-order-storage/po_lines/purchaseOrderId and mod-storage/orders. Connects to: mod-orders-storage/po_lines:purchaseOrderId. This will allow us to pull order details related to an invoice. |
| Order Type (mod-orders-storage/orders:order_type) | Provides the label for the order type ( One-Time or Ongoing) | Will be needed to get "One-time" or" Ongoing" expenditures. The ACRL report is asking for a sum of all expenditures for each category. Should be able to filter by order type. |
| Table name: mod-orders-storage: po_lines | ||
| PO lines ID: (mod-orders-storage/po_lines:id) | The UUID of a PO Line | Will be used to connect to the table 'pieces' in order to be able to get to material types and location. Connects with mod-orders-storage/pieces:PoLineId. |
| Po lines Order Format name: (mod-orders-storage/po-lines/order-format:name) | Provides the format of the item purchased | Will provide in the report the format name of the order. (Electronic Resource, Physical Resource, P/E Mix,Other). |
| Table Name: mod-orders-storage/orders_invoice_relns | ||
| Orders_Invoice_relns ID (mod-orders-storage/orders_invoice_relns:id) | The UUID of a relationship between order and invoice | Provides a join between mod-orders-storage/invoices and mod-orders-storage/orders. Connects with mod-orders-storage/orders_invoice_relns:purchaseOrdeId. |