🎯 Offer a more targeted IPI on IDA export files : Limit the IPI – Interested parties information – edited on IDA export files, as per each CMO’s need
How ? add filter by territory and display only pertinent roles for work.
Take all the agreements from selected criteria :
- Creation Classes value(s)
- Rights value(s)
- Roles value(s)
- Territory value(s)
- Period value(s)
🔍 SELECT * FROM Agreement WHERE
−Creation Classes = ‘CC 1 selected by CMO’ OR ‘CC 2 selected by CMO’ OR ‘CC 3 selected by CMO’ etc…as many as the CMO wishes
−AND Rights = ‘Rights 1 selected by CMO’ OR ‘Rights 2 selected by CMO’ OR ‘Rights 3 selected by CMO’ AND ‘Rights 4 selected by CMO’
−AND Roles = ‘Role 1 selected by CMO’ OR ‘Role 2 selected by CMO’ OR ‘Role 3 selected by CMO’ OR ‘Role 4 selected by CMO’
−AND Territory = ‘Territory 1 selected by CMO’ OR ‘Territory 2 selected by CMO’ OR ‘Territory 3 selected by CMO’ OR ‘Territory 4 selected by CMO’
−AND Valid BETWEEN ‘date 1‘ AND ‘date 2‘
NB : No criteria are mandatory. If no criteria are selected, then the export file will be identical to today, i.e. it will output all the Rightsholder’s Agreements, on all creation classes, all roles, all territories, etc.
CMO profile setting page
to administrate the various filters on IPI agreements edited into the CMO’s export file. The CMO profile setting page must be separated from the User Profile page.
Admin CMO profile setting page
To easily see what are the CMO settings that apply to a CMO export files. It allows to group all the parameters / settings, that are managed at CMO level.
PROFIL RULES :
- On the CMO profile page, filters for export files (regular & EOD) are displayed. (Note that this item is displayed only for Controller profile, not for Consulting profile)
- Trace the actions to follow up on changes. (Like the current Work logs but at the CMO settings level)
- The current export filters, available on the User Profile page remain the same.
- It is useful to separate the user profile page from the CMO profile page. Indeed, the Controller user must be able to distinguish easily, the parameters that apply to the Society from the personal parameters (UserProfile page)
- IDA admin can see what are the CMO settings that apply to a CMO export files. IDA admin can manage CMO parameters.
The same filters could be added to the Advanced Search Page:
- to narrow the display on IDA search results page
- to select roles, territory, and or creation classes that are not selected at the CMO level, for information purpose
- Do we want an option to force the “enhanced default” export type file?
- Said differently, do we want a button for optionally export a regular export file that doesn’t take into account the CMO’s selection ? Again, for checkings purpose or to compare with the filtered export file.
- This would be possible only using the IDA web application, it may not be relevant for FTP or API query.
EXPORT RULES
- By default, edit only the agreements related to the roles of each participant in the work
- In the case of the Include IPI data only once option, the file will not export an agreement multiple times on the same role but will export each agreement linked to distinct roles :
- If a participant is a rights owner as Film Director but also, as Screen Writer, in the same Work, both agreements will be edited only once in the file.
- If a participant is a rights owner as Film Director in a Work A, and Screen Writer in another Work B, both agreements will be edited in the Work A details tags, and in the Work B details tags
- If a participant is a rights owner as Film Director in a Work A, and Screen Writer in another Work B, and Screen Writer again in Work C, both agreements will be edited in the Work A details tags, and in the Work B details tags, the Work C details will prompt to look at the agreement detail above
📤 Exports
- IPIWorkExchangeIpIExport.xsd :
Does the filters apply to this export type too ?
- IDAWorkExchangeExport.xsd :
No impact, the settings that apply to the export file, are defined at the user profile level.
✔️ Data quality
- What if a Participant is associated to a Role, he doesn’t hold an Agreement for? >> Nil as agreement
- What if a Participant holds an invalid IPI NN? (class 3 or 4), should there be a warning, even so the user didn’t select the IP status history option in his user profile ? >> Yes, but does a warning help when you import by batch… ?
- What if the agreement for which the participant is associated, is no longer valid?>> we would not have this question if we would not allow to select on period of agreement.
- What if a Participant is associated to a Role, on a Territory different than the one selected by the CMO? It won’t show on the file and may lead to believe there is no agreement on this role, where there is, but not in the territory selected. >> correct answer is “nil” agreement.
📊 Slow query and server performances
- We must be cautious on the impact on the current server infrastructure
- We must check if there is a side effect on the overall IDA application
Below is the prototype on the old version of IDA: