Access
Access__c | Picklist | User | How the database is accessed, whether through a server, vendor web portal, or other access. | CAC
CCSS
JCB Server
Library Gateway
Vendor Website
WRDS |
Access Approval Process
Access_Approval_Process__c | Picklist | User | Indicates if access to the faculty resource requires explicit approval, is open to everyone, or has another type of approval needed. | Access Open to All
Other
Requires approval |
Additional Contract Terms
Additional_Contract_Terms__c | Text Area(255) | User | Additional contract terms for the database that are out of the ordinary. | |
Annual Cost
Annual_Cost__c | Currency(16, 2) | User | Yearly cost of the database. | |
Annual Cost Notes
Annual_Cost_Notes__c | Text(255) | User | Notes on the annual cost field. Limit 255 characters. | |
Begin Renewal Process Date
Begin_Renewal_Process_Date__c | Date | User | The date to begin the contract renewal process.
Triggers renewal notification process (on change or if this date is today). | |
Book Title
Book_Title__c | Text(255) | User | | |
College Areas
College_Areas__c | Picklist (Multi-Select) | User | The college areas this database is used. | Accounting
Applied Economics and Policy
Finance
Management & Organizations
Marketing & Management Communication
Not Assigned
Operations, Technology & Information Management
Real Estate
Services Management
Strategy & Business Economics |
Company
Company__c | Lookup(Account) | User | The protagonist company central to the case for Cases, the Vendor for databases. | |
Company Name
Company_Name__c | Formula (Text) | Automatic | The related Account Name.
Formula pulled from the vendor account name. | |
Contract Type
Contract_Type__c | Picklist | User | The type of contract this database uses, including the way payments happen. | Auto-Renewal
Canceled
Expired
Free
Not Applicable
Renewal |
Contract Type Details
Contract_Type_Details__c | Text Area(255) | User | Details to better define the contract type, including auto-renewal date, frequency, renewal efforts, etc. | |
Cost Share
Cost_Share__c | Picklist | User | Indicates if the database is a cost share. | No
Yes |
Current Access
Current_Access__c | Text Area(255) | User | Details regarding the current access for the database. Limit 255 characters. | |
Database Account Access
Database_Account_Access__c | Picklist | User | The manner in which the database is accessed. | IT Managed Accounts
Other
Vendor Managed Accounts |
Database Deadline Details
Database_Deadline_Details__c | Text Area(255) | User | Details for the requested needed by date for the database. | |
Database Rejected Reason
Database_Rejected_Reason__c | Long Text Area(32768) | User | Reason the database was not approved for use. | |
Database Size
Database_Size__c | Text(255) | User | The size of the database, if housed on servers. | |
Database URL
Database_URL__c | URL(255) | User | URL where the database is from where the faculty got the database. | |
Database User Groups
Database_User_Groups__c | Picklist (Multi-Select) | User | Indicates which groups of users have access to the database. | Faculty
Master's Students
PhD Candidates
Undergraduate Students |
Detailed Description
Detailed_Description__c | Long Text Area(32768) | User | Details of the research database and the data it contains. | |
Donated
Donated__c | Checkbox | User | Indicates if the faculty resource was donated (not paid) | |
Expiration Date
Expiration_Date__c | Date | User | Date the contract expires.
Triggers expiration notification process (on change or if this date is 2 months from today) | |
Expiration Details
Expiration_Details__c | Text(255) | User | Details related to the contract expiration for the database. | |
External ID
External_ID__c | Text(255) (External ID) (Unique Case Insensitive) | User | | |
Faculty Resource Name
Name | Text(80) | User | The name of the database | |
Funding Sources
Funding_Sources__c | Picklist (Multi-Select) | User | The sources that will be funding this database. | Donated
Dyson
Faculty
Johnson
Library-University
Nolan
Other
SC Johnson College
School
Weill |
Include on Intranet
Include_on_Intranet__c | Checkbox | User | When this box is checked, the database will appear on the Intranet.
Sole field that controls visibility of the database on the public list on the intranet. | |
Journal Name
Journal_Name__c | Text(255) | User | | |
Material Type
Material_Type__c | Picklist | User | Type of material for this faculty resource. | CCC
Other
PPL
Self |
Need By Date
Need_By_Date__c | Date | User | The date the database is needed by from the requestor. | |
Non-Renewal Deadline
Non_Renewal_Deadline__c | Date | User | Date of the cancel / renew deadline - the deadline to give notice of non-renewal.
Triggers non-renewal notification process (on change or if this date is 1 month from today) | |
Notes
Notes__c | Long Text Area(32768) | User | Additional notes regarding the faculty resource that is not already noted. | |
Number of Allowed Licenses
Number_of_Allowed_Licenses__c | Number(18, 0) | User | The number of licenses allowed in for the faculty resource. | |
Other Funding Notes
Other_Funding_Notes__c | Long Text Area(32768) | User | Additional funding notes necessary for the database that is not included in the contract or fund source details. | |
Previous Database Names
Previous_Database_Names__c | Long Text Area(32768) | User | Contains the previous database names (FKAs). | |
Publication Date
Publication_Date__c | Date | User | Date when the case was published. | |
Publication Year
Publication_Year__c | Text(255) | User | | |
Record Type
RecordTypeId | Record Type | Automatic | Research Database | |
Renewal Date
Renewal_Date__c | Date | User | Date the contract renewal is due.
Triggers renewal notification process (on change or if this date is 2 months from today). | |
Renewal Efforts
Renewal_Efforts__c | Text(255) | User | What actions have been taken or information is known about the renewal process for this faculty resource? | |
Requested By
Requested_By__c | Lookup(Contact) | Automatic | Contact that requested the faculty resource (used in sharing rules to share the faculty resource with their fast apps user so they can edit it).
This is populated by the user in FastApps who requested the database. Also gives the requesting user access to the database record via sharing set. | |
Requested Database
Requested_Database__c | Formula (Checkbox) | Automatic | When TRUE, means the database is still pending approval and is not available for use.
Formula tied to the Status, only marked true when the status is New Database Request. | |
Research and Teaching Use?
Research_and_Teaching_Use__c | Picklist | User | Indicates if the database is available for research and teaching purposes. | Research Only
Research and Teaching
Teaching Only |
Research Goal/Objective
Research_Goal_Objective__c | Long Text Area(32768) | User | What is the purpose of the research, or your research goal/objective? | |
Source
Source__c | Picklist | User | Where does this faculty resource originate? | Harvard Business School
Other |
Start Date
Start_Date__c | Date | User | | |
Status
Status__c | Picklist | Automatic, editable | The status of the faculty resource, for use in filtering. | Active-Available
Archived
Awaiting Dean Approval
Cancelled-Available
Complete - Need Approval
Fully Funded
In Progress
Needs Follow-Up
New Database Request
Not Available
Procurement Complete
Rejected
Under Review |
Title
Title__c | Text(255) | User | | |
Update Frequency
Update_Frequency__c | Picklist | User | The frequency the data in the database is updated. | Annually
Daily
Monthly
Other
Quarterly |
Vendor Account ID
Vendor_Account_ID__c | Text(255) | User | The account ID of the vendor for database purchase. | |
Vendor Contact Email
Vendor_Contact_Email__c | Email | Automatic, editable | Email address for the vendor contact.
Updates when the Vendor's contact changes. | |
Vendor Contact First Name
Vendor_Contact_First_Name__c | Text(255) | User | First name of the vendor contact.
Updates when the Vendor's contact changes. | |
Vendor Contact Last Name
Vendor_Contact_Last_Name__c | Text(255) | User | Last name of the vendor contact.
Updates when the Vendor's contact changes. | |
Vendor Contact Phone
Vendor_Contact_Phone__c | Phone | Automatic, editable | Phone number for the vendor contact.
Updates when the Vendor's contact changes. | |
Vendor Contact Title
Vendor_Contact_Title__c | Text(255) | User | Title of the vendor contact.
Updates when the Vendor's contact changes. | |
Vendor Name
Vendor_Name__c | Text(255) | User | Name of the database vendor. 255 character limit. Used in database request form by non-Salesforce users.
Used on the database request form. The process to review a new database request checks if the Vendor account already exists to preserve data quality. | |