Subscriptions System Types and Codes

The following table lists the subscription-related types and codes. The fixed types and codes cannot be changed. The non-fixed types must be defined before using subscriptions in Personify.

Type Description Fixed?
ARTICLE_CLASS The classification of the article. For example: Editorial, Research, or Fact. This field is located on the Authors and Articles task of the Product Maintenance screen. N
AUTHOR_PARTICIPATION The classification of the author’s participation. For example: Author, Co-Author. This field is located on the Authors and Articles task of the Product Maintenance screen. N
COMPANY_SIZE When checked, indicates that audit qualification information on a customer for an audited subscription product will require the subscriber’s company size. This field is located on the Audit Requirements task of the Product Maintenance screen. N
INDUSTRY When checked, indicates that audit qualification information on a customer for an audited subscription product will require the subscriber’s industry code. This field is located on the Audit Requirements task of the Product Maintenance screen. N
JOB_FUNCTION When checked, indicates that audit qualification information on a customer for an audited subscription product will require the subscriber’s job function code. This field is located on the Audit Requirements task of the Product Maintenance screen. N
JOB_TITLE When checked, indicates that audit qualification information on a customer for an audited subscription product will require the subscriber’s job title. This field is located on the Audit Requirements task of the Product Maintenance screen. N
PRODUCT_CLASS Used to classify the subscription product to distinguish between journals, magazines, and volumes. This field is located on the Product Maintenance screen. N
QUALIFICATION_METHOD This fixed code is used in publication circulation audit reports. Qualification Method Code and Qualification Source Code together identify how each subscriber became a subscriber to the audited publication. Qualification Method Code identifies if the subscription is for an individual or a company and also how the subscription order was communicated to the publisher. It is tracked in the Sub_Qual_Master table. It is set to MI (Membership Individual) for membership-benefit subscriptions for order line ship-to customers who are individuals and to MO (Membership Organizations) for company or subgroup members receiving the publication. For subscribers who are not receiving membership-benefit subscriptions, Qualification Method Code is set based on the value in Order_Master.ORDER_METHOD_CODE and the Qualification Method Code defined in the Sub_Qual_Method_Mapping table, which maps Order Method Codes to Qualification Method Codes.

 

As of 7.4.2, once the Qualification Method Code is set, the Qualification Source Code is set to the value in "Qualification Source" field for the selected Qualification Method Code. For BPA circulation audit reports, qualification method is used in paragraph 3b.

 

The following codes are delivered with Base Personify and cannot be changed:

  • CI - Company:Internet

  • CMI - Communication:Internet

  • CMT - Communication:Telecomm

  • CMW - Communication: Written

  • CT - Company: Telecom

  • CW - Company:Written

  • MI - Membership:Individual

  • MO - Membership:Organization

  • O - Other:Other

  • OA - Other:AssocRosters

  • OB - Other:Business

  • OF - Other:FieldReports

  • OL - Other:Licenses

  • OM - Other:Manufacturer

  • PI - Personal:Internet

  • PT - Personal:Telecom

  • PW - Personal:Written

 Y
QUALIFICATION_SOURCE This fixed code isused in publication circulation audit reports. Qualification Source Code and Qualification Method Code together identify how each subscriber became a subscriber to the audited publication. When a membership or subscription order is created that involves an audited publication, the Qualification Source Code is tracked in the Sub_Qual_Master table. The system sets Qualification Source Code to the value in the "Used for" field for the selected Qualification Method Code. For membership orders, qualification source is always defined to be MEMBERSHIP. For subscription orders, qualification source is set based on customer record type. If the order line ship-to customer is an individual, then the qualification source is defined to be DIRECT. If the order line ship-to customer is a company or subgroup, then the qualification source is defined to be COMPANY. For all other subscribers, the Qualification Source Code is defined as OTHER.

 

The following codes are delivered with Base Personify and cannot be changed:

  • COMMUNICATION

  • COMPANY

  • DIRECT

  • MEMBERSHIP

  • OTHER

 Y
RATE The established rate determines the pricing for the Rate Structure selected. For example, 1 Year Subscription, 2 Year Subscription, 3 Year Subscription, Complimentary Rate, or Trial Rate. This field is located on the Rates and Pricing task of the Product Maintenance screen.

Note.pngIf you want to allow the purchase of a single issue, you must create a system type code of "SINGLE". In the Option 1 column, labeled Enter SC for single-copy rates, enter "SC". For more information, please see Creating an Order for a Single Issue.

 N
SHIP_LOCATION The city or zip code from which fulfilled issues are shipped. It is validated against the app_country table and is used in the postal zone reports. This field is located on the Product Maintenance screen. N
SIC When checked, indicates that audit qualification information on a customer for an audited subscription product will require the subscriber’s SIC code. This field is located on the Audit Requirements task of the Product Maintenance screen. N