[UXPROD-2398] RM-Subscription Count Cluster - FOLIO Issue Tracker

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Type: New Feature
Status: Closed (View Workflow)
Priority: TBD
Resolution: Done
Affects Version/s: None
Fix Version/s: None
Component/s: None
Labels:

Template:

UXPROD features
Epic Link:
Reporting: LDP-based Reports
Back End Estimate:
XXL < 30 days
Development Team:
Reporting
Report Functional Area(s):

Resource Management
Calculated Total Rank:
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.

The Subscription Count Cluster is covered by this query:

https://github.com/folio-org/folio-analytics/tree/main/sql/report_queries/subscriptions

TestRail: Results

Attachments

Issue Links

is defined by

LDPQURY-37 Prototype for RM Subscription Count Cluster

Closed

relates to

REP-63 Journals and newspapers in non-electronic form, still appearing and held by the library in the reporting year - subscription count

Open

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

Open

REP-228 Number of serial titles currently received

Open

Activity

People

Assignee:: Sharon Beltaine

Reporter:: Sharon Beltaine

Votes:: 0 Vote for this issue

Watchers:: 1 Start watching this issue

Dates

Created:: 23/Apr/20 2:51 PM

Updated:: 22/Mar/22 4:02 PM

Resolved:: 22/Mar/22 4:02 PM

RM-Subscription Count Cluster