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PowerPlay Cube Documentation

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Cube File Name

xxx_serials.mdc

cubes for each institution, college and UW faculty are available

Revision Date

2003-06-17

Cube Developer

Gail Sperling

 

Cube Description:

The current serials cubes contain information about current serial orders. They also contain information on TRELLIS items attached to these order records. Circulation information for items attached to order records is also included.

An order is considered to be a current order if the status at the order level is "Pending" or "Approved/Sent" and the status at the line item level is "Approved" or "Received Partial" and the vendor is not a vendor used for cancelled orders (vendor code contains "CANC*").

An order is considered to be a serial order if the order type at the order level is "Gift" "Exchange" "Depository" or "Continuation" and the order type at the line item level is "Subscription" "Membership" "Standing Order" "Blanket Order" or "Multi-part".

Measure Name

Description

 

Titles Ordered Count

The number of current serial order records. This is the default measure used when a new report is created. If an order is paid for by multiple funds then the order count for each fund is based on the percentage each fund is assigned. ( e.g. if one fund is assigned 30% and one fund 70% then the first fund will have an order count of .3 and the second fund will have an order count of .7)

current_serial-order_drill_invoiceinfo

Shared Amount CAD

Shared amount paid in Canadian dollars. (There may be slight discrepancies between the amount shown in TRELLIS in Canadian dollars and the amount calculated for the cube)

 

Item Count

The number of item records on a holdings record to which an order is attached. Note: Items on open order titles that are catalogued separately are not included in these counts.

Only the items on the holdings record (mfhd) the order is attached to are counted. If, for example, an order is on a holdings record for the Davis Periodicals location and there are volumes in the Annex the Annex volumes will not be included in the count.

 

Charges

The number of times an item (attached to an order record) has circulated on TRELLIS. This count can be broken down by charge date.

Note: Charges on items on open order titles that are catalogued separately are not included in these counts.

 

Historical Charges

The charge count from the item record - includes pre-TRELLIS charges for UW items.

This count cannot be broken down by charge date.

 

Historical Browses

The browse count from the item record - includes pre-TRELLIS charges for UW items.

This count cannot be broken down by charge date.

 

Dimension Name

Dimension Hierarchy

Description and Notes

Valid Measures

Alternate Hierarchy

All Orders

Order Number

Order number and title of the current serial titles

Multiple titles ordered under the same order number are grouped together

  • Titles Ordered Count
  • Item Count
  • Charges
  • Historical Charges
  • Historical Browses
  • Shared Amount (CAD)
  • Title + Order Number (delimited by the '^' symbol for importing into excel spreadsheets)

Multiple titles ordered under the same order number will not be grouped together

Title

  • By Issn
Multiple orders for the same ISSN will be grouped together

All Funds

Budget (ledger)

Fund associated with the order or the invoice.

Note: in some cases the department name, fund name and unique fund name are from the parent fund

  • Titles Ordered Count
  • Item Count
  • Charges
  • Historical Charges
  • Historical Browses
  • Shared Amount (CAD)

By Department

  • (Fund name truncated to remove anything after a "-" in the fund name)
  • Fund Name
  • Unique Fund Name
Fund Name (truncated to remove anything after a "-" in the fund name)
Fund Name

Unique Fund Name

Date

Year

The date (fiscal year) that the order, invoice or item were created

  • Titles Ordered Count
  • Item Count
  • Charges
  • Historical Charges
  • Historical Browses
  • Shared Amount (CAD)

Term

Locations

Library

The location at the item/mfhd record level

  • Titles Ordered Count
  • Item Count
  • Charges
  • Historical Charges
  • Historical Browses
  • Shared Amount (CAD)

Special category for "UW Periodicals"

Item Location Name

 LC Class

LC Class

LC Class of the call number associated with the order mfhd

  • Titles Ordered Count
  • Item Count
  • Charges
  • Historical Charges
  • Historical Browses
  • Shared Amount (CAD)

By Lc Class~2

  • First letter
  • LC Class

LC Number

Thousands

LC number of the call number associated with the order mfhd

  • Titles Ordered Count
  • Item Count
  • Charges
  • Historical Charges
  • Historical Browses
  • Shared Amount (CAD)

Hundreds

Tens

LC number (whole number)

LC number (including decimal)

Date (charge)

Year

Date associated with the charge transaction

  • Charges
Term

Order Location

Order Location Name

The processing location where the order was created

  • Titles Ordered Count
  • Item Count
  • Charges
  • Historical Charges
  • Historical Browses
  • Shared Amount (CAD)

Order Types

PO Order type

Order type from the order record at the PO level and the line item level

  • Titles Ordered Count
  • Item Count
  • Charges
  • Historical Charges
  • Historical Browses
  • Shared Amount (CAD)

Line Item type

Invoiced?

Invoice status for current fiscal year

Indicates if the order has been invoiced in the current fiscal year.

  • Titles Ordered Count
  • Shared Amount CAD

 

PowerPlay Model File Name:

selectors-serials.pyi