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  1. UX Product
  2. UXPROD-2398

RM-Subscription Count Cluster

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    Details

    • Template:
      UXPROD features
    • Back End Estimate:
      XXL < 30 days
    • Development Team:
      Reporting
    • Report Functional Area(s):
      Resource Management
    • Calculated Total Rank:
      29
    • 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. 

       

       

       

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                Assignee:
                sbeltaine Sharon Beltaine
                Reporter:
                sbeltaine Sharon Beltaine
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                  Updated:

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