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Overview
Explanation of different records and use scenarios (in a table)
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Report Types
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Possible Uses
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Limitations
All past and current subscriptions
n.b. “subscriptions” in CM does not include cancellation records.
Heading 3: Then steps per scenario.
Type of report to choose
Relevant fields
All current and future renewals
n.b. can also include past subscription in this report
Steps
<screenshot of nav bar >
<choose report type>
Price increases report
List cancellations
Steps
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Overview
This how-to guide contains instructions on exporting data from Consortia Manager (CM) to help answer various questions.
Relevant Report Types
Report Types | Possible Uses | Limitations |
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Prices | List past and current subscriptions, and all future renewals
List cancellations | No Deposit Account metadata
Doesn’t show subscription notes |
Subscriptions | List past and current subscriptions, and any future renewals that have been accepted
Use to calculate price increases | Doesn’t show upcoming renewals that aren’t accepted
Doesn’t show cancellations |
Please contact OCLS if you want the raw data for a pro forma Deposit Account Balance Statement.
Report Field Terms
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| title | Expand for a glossary of terms |
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Some price fields are distinguished by (Original currency) VS (Local currency). Field Name | Report | Notes |
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Account | Subscriptions | Paid out of Deposit Account or not | Final price | Subscriptions | Ignore. Sales price with exchange rate applied. | Group start/end date | Subscriptions, Agreements | The start and end date for multi-year agreements | List price | Subscriptions | Only recorded for Full Service subscriptions | Price last year | Subscriptions | The previous year’s 12 month price | Price status | Price | If a price has been Accepted, Rejected, or is Waiting for a decision.
“Not Sent” - these are either not ready, or we don’t have pricing on hand. | Price type | Price | If a subscription is New or a Renewal | Product category | Subscriptions | Type of product e.g. book / journal / multimedia | Publisher Adjustments | Subscriptions | The amount added/subtracted from Sales Price when there’s prorating or a one-time credit / discount. | Publisher name | Subscriptions, Price | Vendor name; we do not distinguish between vendor and publisher | Sales Price | Price, Subscriptions | 12 month price / annual rate | Start Date/End Date | Subscriptions, Price | When the subscription starts and ends | Status | Subscriptions | Active - a subscription term is ongoing
Inactive - a subscription term has ended or yet to start | Total price | Subscriptions | Sales Price + Publisher Adjustments.
If Total price (Local currency), it includes exchange rate. |
A little on system logic All subscription records are price records, but not all price records are subscriptions. Subscriptions are specifically price records with a status of “Accepted”. Renewals are price records with a type of “Renewal”, and can have different statuses.
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Get to the Reports Module
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In the top navigation bar, hover over MORE In the drop down, click on REPORTS
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