Acquisitions Cube Documentation

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*Cube File Name:*	acquisitions.mdc
*Revision Date:*	2009-03-04
*Cube Developer:*	Gail Sperling

Cube Description:

This cube contains information about Acquisitions order record and activity counts, invoice record, activity and amounts, serial checkin counts and claim information. NOTE: Please read the information about order status below.

Measure Name	Description	Drill Through Reports
Order Count	A count of orders placed on TRELLIS Acquisitions. If multiple funds are assigned to an order the order count is proportional to the amount being paid by the fund. E.G. if one fund is assigned 70% of the allocation and another 30% the order counts will be .7 and .3 respectively.	orders_drill orders_drill_LC
Invoice Count	The number of invoice lines. Credit invoice lines count as an invoice. If an invoice line is paid by multiple funds the invoice count is based on the percentage assigned to each fund.	n/a
Invoice Activity	A count of the number of invoices (regardless of lines on the invoice) approved	n/a
Amount Paid CAD	The amount paid for an order converted to Canadian Dollars. The amount is proportional to the funds assigned to the invoice for the order. E.G. if an order is being invoiced $100 and paid 70% by one fund and 30% by another fund the amount will be $70 and $30 respectively for each of the funds. (the conversion rate used to calculate this amount may vary slightly from the conversion rate used by TRELLIS when the invoice is paid)	n/a
Avg. Cost (order)	Amount paid (CAD) divided by Order count. Note: it is best not to include the Date dimension (as a row, column, layer or filter) in a report that uses this measure.	n/a
Amount paid (Foreign)	Amount invoiced in the currency used on the invoice	n/a
Received Issue Count	The number of checkin issues received on a title. Serial orders will have issues checked in as each issue is received. Open monograph series orders also have each title checked in as an issue. Some multi-volume monograph orders have volumes checked in as issues.	n/a
Pieces	The piece count from the item record. Most items will have a piece count of 1. For materials like microfiche the piece count may reflect the number of fiche the item record represents.	orders_items_drill orders_items_drill_LC
Activity Count	Acquisitions activity counts for order line items approved, invoice lines approved, cancelled orders, claims, received orders. Use the dimension Activity Type to get counts by type.	n/a
Prorated Count	Prorated activity counts on TRELLIS Acquisitions. If multiple funds are assigned to an order the activity count is proportional to the amount being paid by the fund. E.G. if one fund is assigned 70% of the allocation and another 30% the activity counts will be .7 and .3 respectively.	n/a
Current Claims	Claims outstanding in TRELLIS on both monograph orders and serial issues at the time the cube was built.	n/a
Archived Claims	Historical claims in TRELLIS on monographs and serial issues.	n/a
Total Claims	Current Claims + Archived Claims	n/a
Current Claims (Prorated)	Prorated current claim counts on TRELLIS Acquisitions. If multiple funds are assigned to an order the claim count is proportional to the amount being paid by the fund. E.G. if one fund is assigned 70% of the allocation and another 30% the claim counts will be .7 and .3 respectively.	n/a
Archived Claims (Prorated)	Prorated historical claim counts on TRELLIS Acquisitions. If multiple funds are assigned to an order the claim count is proportional to the amount being paid by the fund. E.G. if one fund is assigned 70% of the allocation and another 30% the claim counts will be .7 and .3 respectively.	n/a
Total Claims (prorated)	Current Claims (Prorated) + Archived Claims (Prorated)	n/a
Conversion Rate	The average conversion rate for foreign currencies.	n/a

Dimension Name	Dimension Hierarchy	Description and Notes	Valid Measures	Alternate Hierarchy
Funds	Institution	The fund associated with the order or invoice. The first dimension hierarchy is arranged by acquisitions ledger. The alternate dimension hierarchy is arranged by department name. The fund name which appears in the cube may be the parent fund of the fund assigned to the order or invoice in order to keep donor names confidential.	Order Count Invoice Count Amount Paid CAD Avg. Cost (order) Amount Paid (Foreign) Received Issue Count Pieces Activity Count Prorated Count Current Claims Archived Claims Total Claims Current Claims (Prorated) Archived Claims (Prorated) Total Claims (prorated)	By Department Drill Path Institution Fund Name (truncated) Fund Name Unique Fund Name
	Budget (ledger)
	Fund Name (truncated to remove characters following a "-" in the fund name)
	Fund Name
	Unique Fund Name			By Fund Type Drill Path Institution Fund Type Unique Fund Name
				There are also special categories for UW monograph replacement funds UW back issue funds
Date	Year	Date associated with the creation of the order, item, activity or issue	Order Count Invoice Count Invoice Activity Amount Paid CAD Avg. Cost (order) Amount Paid (Foreign) Received Issue Count Pieces Activity Count Prorated Count Current Claims Archived Claims Total Claims Current Claims (Prorated) Archived Claims (Prorated) Total Claims (prorated) Conversion Rate
	Term
	Month
	Week
Locations	Institution	The location at the holdings or item record level	Order Count Invoice Count Amount Paid CAD Avg. Cost (order) Amount Paid (Foreign) Received Issue Count Pieces Activity Count Prorated Count Current Claims Archived Claims Total Claims Current Claims (Prorated) Archived Claims (Prorated) Total Claims (prorated	There is also a special category for UW Periodical locations
	Library
	Item Location Name
Activity Type	Order Line Item Status	Order activity types are included in this dimension. This includes order approval, receipt, claim, cancellation, fiscal roll over.	Activity Count Prorated Count
Claim Type	Claim Type	The claim type as applied by the operator or the system when the claim is created.	Current Claims Archived Claims Total Claims Current Claims (Prorated) Archived Claims (Prorated) Total Claims (prorated
Invoice Date	Year	The date the invoice was approved for payment	Invoice Count Invoice Activity Amount Paid CAD Amount Paid (Foreign)
Order Locations	Institution	The order location (happening) the operator logged on to when the order or invoice was created.	Order Count Invoice Count Invoice Activity Amount Paid CAD Avg. Cost (order) Amount Paid (Foreign) Received Issue Count Pieces Activity Count Prorated Count Current Claims Archived Claims Total Claims Current Claims (Prorated) Archived Claims (Prorated) Total Claims (prorated
	Order Location
Order Status	Order status	The status of the order based on the Purchase Order status and the Line Item status or the vendor assigned to the order. Current = receipts are still expected on this order Complete = no more receipts expected on this order (may include cancelled orders, especially cancelled serials) Pending = the order has not been sent to the vendor Returned = the received item has been returned for credit Claimed = the order has been claimed (applies to monograph orders only) Cancelled = the order has been cancelled (may include serial orders that do not have the cancelled status on TRELLIS)	Order Count Invoice Count Amount Paid CAD Avg. Cost (order) Amount Paid (Foreign) Received Issue Count Pieces	Please note: The TRELLIS system does not accomodate serial cancellations and statistics for "Complete" or "Cancelled" serial orders may not be accurate.
Order Types	Monographic or Serial	Order types as assigned to the purchase order level and line item level.	Order Count Invoice Count Amount Paid CAD Avg. Cost (order) Amount Paid (Foreign) Received Issue Count Pieces Activity Count Prorated Count Current Claims Archived Claims Total Claims Current Claims (Prorated) Archived Claims (Prorated) Total Claims (prorated)
	Order type/line item type
Currency Code	Order/invoice currency	The currency associated with the order or invoice.	Order Count Invoice Count Invoice Activity Amount Paid CAD Avg. Cost (order) Amount Paid (Foreign) Received Issue Count Piece Conversion Rate
Vendors	Institution	Vendor associated with the order or invoice	Order Count Invoice Count Invoice Activity Amount Paid CAD Avg. Cost (order) Amount Paid (Foreign) Received Issue Count Pieces Activity Count Prorated Count Current Claims Archived Claims Total Claims Current Claims (Prorated) Archived Claims (Prorated) Total Claims (prorated)	By Vendor Code alternate drill path Institution Vendor Code Vendor Name
	Vendor Name first character
	Vendor Name
Item Types	Media	Item type associated with the item record	Pieces
	Item Type Name

PowerPlay Model File Name:

Selectors.pyi