Overview
This how-to guide contains instructions on exporting data from Consortia Manager (CM) to help answer various questions.
Report Types | Possible Uses | Limitations |
|---|
Prices | List past and current subscriptions, and all future renewals
List cancellations | No Deposit Account metadata
Doesn’t show subscription notes |
| 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
Expand for a glossary of terms
Some price fields are distinguished by (Original currency) VS (Local currency).
| Report | Notes |
|---|
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 | 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; |
Sales Price | Price, Subscriptions | 12 month price / annual rate |
Start Date/End Date | Subscriptions, Price | When the subscription starts and ends |
Status | Subscriptions | - a subscription term is ongoing
Inactive - a subscription term has ended or yet to start |
Total price | Subscriptions | Sales Price + Publisher Adjustments.
If , 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.
Get to the Reports Module
In the top navigation bar, hover over MORE
In the drop down, click on REPORTS
