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2021-02-02 eUsage Reports Meeting Notes

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ItemLeadNotes
Updates to draft of cost per request reporthttps://docs.google.com/spreadsheets/d/1FfVzo7_lKJrIkzZJgd8coODKI5Ut10VUYEDQlIpTqzs/edit#gid=630816920
Continue to review initial report draftshttps://docs.google.com/spreadsheets/d/18Hh2bkMH8DCVcqOwFqK6oi2OsVzw81PM4G5DOuthzJA/edit#gid=269183404
Enhancement idea for Report 1, Cost per request

Annika Schröer
(If there is time left.
I just wanted to put the idea down somewhere.)

Last week, we had an idea to enhance the cost per request report. Would this be possible with the current report design?

Draft idea:

Some institutions define a treshold value for the cost per individual use, e.g. 5$. They are then interested in the percentage of titles per agreement that exceed this treshold value, to be able to decide if  individual licensing of single titles  might be a better option than the package agreement.


So, based on the cost per request report, they would like to...

  • calculate a percentage of titles above the treshold value and display it on agreement level
  • be able to filter/sort the report for the cost value, to identify individual titles above the treshold

The total percentage per agreement might also be something to display in a future ERM dashboard: Show me all agreements with >25% titles above treshold (= too expensive, need review).

Configuration and calculation for a report period

Jens Nauber(If there is time left.)

I'd like to discuss the configuration and the calculation for a report period in conjunction to other important periods (eg. fiscal/subscription/agreement/invoice period) in Folio.

For a better overview/understanding, i created a little diagram with periods in Folio relevant for the eUsage reports.

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