Alma Code Table Reference

The infrastructure for the acquisition workflows involves configuration of Alma functionality with regards to POs, invoices, licenses, and other activities, and includes setting rules for the workflows for these processes.

The following table lists the available configuration options.

For a full reference of all the code tables provided with Alma, see Alma Code Table Reference.

Configuration Options

Section	Configuration Item	Configuration Level	See
Purchase Orders	1st Reporting Codes 2nd Reporting Codes 3rd Reporting Codes 4th Reporting Codes 5th Reporting Codes	Institution	Configuring Reporting Codes
	Purchasing Review Rules	Institution	Configuring Purchasing Review Rules
	Shipping Method	Institution	Configuring Shipping Methods
	PO Line Cancellation Reasons	Institution	Configuring PO Line Cancellation Reasons
	PO Line Types	Institution	Enabling/Disabling PO Line Types
	PO Line Deferral Reasons	Institution	Configuring PO Line Deferral Reasons
	Acquisition Method	Institution	Configuring Acquisition Methods
	Searchable Columns This page is no longer in use.	Institution	Configuring PO Line Search Field Options
	EDI Vendor Note Fields	Institution	Configuring EDI Vendor Note Fields
Invoices	Invoice Review Rules	Institution	Configuring Invoice Review Rules
	Invoice Approval Rules	Institution	Configuring Invoice Approval Rules
	Disapproval Reasons	Institution	Configuring Invoice Disapproval Reasons
	VAT Codes	Institution	Configuring VAT Codes
	Payment Method	Institution	Configuring the Default Payment Method
	Invoice Line Types This link appears only after enabling the customer parameter invoice_split_additional_charges (see Configuring Other Settings).	Institution	Configuring Invoice Line Types
	Explicit Exchange Rates This link appears only after enabling the customer parameter currency_exchange_use_explicit_ratio (see Configuring Other Settings)	Institution	Configuring Explicit Exchange Rates
Licenses	Sections Order	Institution	Configuring Sections Order
	Manage License Terms	Institution	Managing License Terms
	License Storage Location	Institution	Configuring License Storage Locations
	Access Model	Institution	Manage Access Models
	License Review Status	Institution	Configuring License Review Statuses
	Discovery Interface Labels Customized	Institution	Viewing User-Created License Terms that Appear in Primo
	License Term Controlled Vocabulary	Institution	Configuring License Term Controlled Vocabulary Values
Purchase Requests	Purchase Request Reject Reasons	Institution	Configuring Purchase Request Reject Reasons
	Purchase Request Material Types	Institution	Configuring Purchase Request Material Types
General	Other Settings	Institution	Configuring Other Settings
	Currency Subset	Institution	Configuring Currencies
	Fund and Ledger Fiscal Period	Institution	Configuring Fund and Ledger Fiscal Periods
	Receiving Departmental Validations	Institution	Configuring Receiving Departmental Validations
	Fund Types	Institution	Configuring Fund Types
	Acquisition Jobs Configuration	Institution	Configuring Acquisition Jobs
	Subscribers	Institution	Configuring COUNTER Subscribers
	Legal Deposit Reports	Institution	Configuring Legal Deposit Report Paths
	Survey Question Multiple Choice	Institution	Configuring Multiple Choice Survey Questions

Fulfillment represents the culmination of many of the library’s processes and patron-facing activities, such as organizational infrastructure, acquisitions, and user management. The infrastructure for the fulfillment workflows (which include loaning, requesting and the handling of requests, returning, reading rooms, and course reserves) involves the configuration of the following:

• Locations, circulation desks, and fulfillment units
• Service relationships and transit times between these units
• Policies and rules for loans and requests
• Resource sharing partners
• Printers
• Copyright features

This section describes how to configure the various fulfillment functions. See the Alma Glossary for definitions of these functions. Fulfillment activities are configured in Alma according to location. Note that some configuration changes in Fulfillment impact other functional areas. Consider the impact on other functional areas before making changes to existing configurations.

The following table lists the configuration options.

For a full reference of all the code tables provided with Alma, see Alma Code Table Reference.

Configuration Options

Section	Configuration Item	Configuration Level	See
Library	Library Details	Library	Editing a Library and Configuring Parameters of a Resource Sharing Library
	Opening Hours	Institution/Library	Configuring Institution/Library Open Hours
	Relationships	Library	Configuring Fulfillment Services Between Libraries Within an Institution
	Transit Time	Institution	Configuring Transit Time Rules
	Reshelve Without Transit Rules	Institution	Configuring Reshelve Without Transit Rules
	Circulation Desks	Library	Configuring Circulation Desks
	SIP2 Bin Configuration	Institution	Configuring SIP2 Bin Configuration
	Temporary Item Creation Rules	Resource Sharing Library	Configuring Temporary Item Creation Rules
Locations	Physical Locations	Library	Configuring Physical Locations
	Remote Storage	Institution	Configuring Remote Storage Facilities
Physical Fulfillment	Fulfillment Units	Institution/Library	Configuring Fulfillment Units, Policies, and Terms of Use
	Terms of Use and Policies	Institution/Library	Configuring Terms of Use
	Block Preferences	Institution	Configuring User Blocks
	Auto Loan Renewal Rules	Institution	Configuring Automatic Loan Renewal Rules
	Item Policy	Institution/Library	Configuring Item Policies
	Advanced Policy Configuration	Institution/Library	Configuring Policies
	Overdue and Lost Loan Profiles	Institution	Configuring Overdue and Lost Loan Profiles
	Loan Recalls Configuration	Institution	Configuring Loan Recall Requests
	Loan Status Name	Institution	Configuring Loan Status Names
	Request Task Name	Institution	Configuring Request Task Names
	Request Pickup Configuration	Institution	Configuring Request Pickup Rules
	Self Check Messages	Institution	Configuring Self Check Messages
	Loan Anonymization Rules	Institution	Configuring Anonymization
	Request Priorities	Institution	Configuring Request Type Priorities
	Scan In Messages Configuration	Institution	Configuring Scan In Messages
Patron Configurations	Patron Groups	Institution	Configuring Patron (User) Groups
	Patron Limits	Institution	Configuring Patron Limits
	Patron User Authentication	Institution	Configuring Patron User Authentication
	Loan Limits	Institution	Configuring Loan Limit Rules
	User Block Description User Block Definitions	Institution	Configuring User Block Descriptions and Definitions
	User Demerits	Institution	Configuring Demerit Points
Digital Fulfillment	Digitization Departments	Institution/Library	Configuring Digitization Departments
	Electronic Document Delivery Rules	Institution	Configuring Electronic Document Delivery Rules
	Delivery Profile Metadata	Institution	Configuring Delivery Profiles Metadata
	Alma Viewer Labels	Institution	Configuring Alma Viewer Labels
	Viewer Share Buttons	Institution	Configuring Viewer Share Buttons
Courses	Processing Departments	Institution	Configuring Processing Departments
	Academic Departments	Institution	Configuring Academic Departments
	Additional Reading List Citation Statuses	Institution	Configuring Additional Reading List Citation Statuses
	Citation Processing Rules	Institution	Configuring Automatic Purchasing Requests from Citations
	Course Terms	Institution	Configuring Course Terms
	Citation Attribute Types	Institution	Configuring Citation Attribute Types
	Citation Attributes	Institution	Configuring Citation Attributes
	Citation Attributes to Citation Attribute Types	Institution	Mapping Citation Attributes to Citation Attributes Types
	Locate Citation by Fields	Institution	Configuring Citation Matching Criteria
	Tags Tag Mapping (appears after defining at least one tag)	Institution	Configuring Citation Tags
	List Subjects Additional List Subjects	Institution	Configuring List Subjects
	Citation Material Type	Institution	Configuring Citation Material Types
	Reading List Statuses Additional Reading List Statuses	Institution	Configuring Reading List Statuses
	Notification Types	Institution	Translating Notifications
	Test BIB to Citation Normalization	Institution	Mapping Bibliographic Record Fields to Citation Fields
	Bibliographic Mapping Rules	Institution	Mapping Bibliographic Record Fields to Citation Fields
Resource Sharing	Workflow Profiles	Institution	Configuring Workflow Profiles
	Rota Assignment Rules	Institution/Library	Configuring Rota Assignment Rules
	Locate Profiles	Institution	Configuring Locate Profiles
	Shipping Cost Lender Rules	Institution	Configuring Shipping Cost Lender Rules
	Shipping Cost Borrower Rules	Institution	Configuring Shipping Cost Borrower Rules
	Sending Borrowing Request Rules	Institution/Library	Configuring Sending Borrowing Request Rules
	Patron Query Templates	Institution	Configuring Patron Query Templates
	Additional Requested Media	Institution	Configuring Additional Requested Media
	Requested Media Definition	Institution	Configuring Requested Media Definitions
	Levels of Service	Institution	Configuring Levels of Service
	Library Mapping	Institution	Mapping Alma Library Codes to External Library Codes for Libris ILL
	Brief Audit Fields	Institution	Configuring Brief Audit Fields
	Resource Languages	Institution	Configuring Resource Languages
	Item Policy Exceptions	Institution	Configuring Item Policy Exceptions
	Request Form Type by Genre	Institution	Configuring Primo Request Form Type by Genre
	Borrowing Requests Inactive Filters	Institution	Configuring Borrowing Requests Inactive Filters
	Borrowing Request Statuses	Institution	Configuring Borrowing Request Statuses
	Automatic Locate Reject Reasons	Institution	Configuring Request Reject Reasons
	Automatic Renew Reject Reasons	Institution	Configuring Request Reject Reasons
Discovery Interface Display Logic	Display Logic Rules	Institution	Configuring Display Logic Rules
	Labels	Institution	Configuring Labels
	Related Records	Institution	Configuring Related Records for Electronic Services
	Direct Linking	Institution	Configuring Direct Linking
	General Electronic Services	Institution	Configuring General Electronic Services
	Viewer Services	Institution	Configuring Digital File Viewer Services
	Online Services Order	Institution	Configuring Online Services Order
	General Electronic Services Order	Institution	Configuring General Electronic Services Order
	Locations Ordering Profile	Institution	Configuring Locations Ordering Profiles
	Other Settings	Institution	Configuring Other Settings
	Primo View to Libraries	Institution	Mapping Primo View to Libraries
	Hold Request Form Customization Booking Request Form Customization Digitization Request Form Customization Purchase Request Form Customization	Institution	Customizing Primo Request Forms
	Resource Sharing Form Customization	Institution	Customizing Primo Resource Sharing Forms
	Holdings Display Labels	Institution	Configuring Holdings Display Labels
	Holdings Display Customization	Institution	Configuring Primo Holdings Display
	Currency Symbols	Institution	Configuring Primo Fines & Fees Currency Symbols
General	Fulfillment Jobs Configuration	Institution	Configuring Fulfillment Jobs
	Other Settings	Institution	Configuring Other Settings
	Printers	Institution/Library	Configuring Printers
	Article Form Mandatory Fields Book Form Mandatory Fields	Institution	Configuring Article and Book Form Mandatory Fields
Leganto	(Leganto customers only) See Leganto Configuration Links.
Copyright Management	Digitization and Copyright Rules	Institution	Configuring Digitization and Copyright Rules
	Access Rights	Institution	Configuring Access Rights for Digital Objects
	Copyright Declaration	Institution	Configuring Digital Resource Copyright Declarations
	Resource Sharing Copyright Declaration	Institution	Configuring a Resource Sharing Copyright Declaration
	Copyright Publishers	Institution	Configuring Copyright Publishers
	Citation Default Copyright Status	Institution	Configuring the Default Copyright Status of Reading List Citations
	Resource Sharing Copyright Status Appears if rs_borrower_copyright_management is set to true (see Configuring Other Settings).	Institution	Configuring Resource Sharing Copyright Statuses
	Leganto Copyright Settings Appears for Leganto customers, only.	Institution	Configuring Leganto Copyright-Related Procedures
	PPU Non-Funded Agreement Appears for Leganto customers, and only when enabled by Ex Libris.	Institution	Enabling Integration with the CCC

This section describes the configuration options for the various resource management functions. These can be accessed in Configuration Menu > Resources. The following table lists the available configuration options. Options are configurable on the institution level, only.

Note that some configuration changes in Resource Management impact other functional areas. Consider the impact on other functional areas before making changes to existing configurations.

For a full reference of all the code tables provided with Alma, see Alma Code Table Reference.

Resource Management Configuration Options

Section	Configuration Item	Configuration Level	Refer To:
Search Configuration	Search Indexes	Institution	Configuring Search Indexes
	Customize Indexes Labels	Institution	Configuring Index Labels
	External Search Resources	Institution	Configuring External Search Resources
	External Search Profile	Institution	Configuring External Search Profiles
	Repository Search	Institution	Customizing the Repository Search
	Additional Staff Search Fields	Institution	Configuring Additional Staff Search Fields
Cataloging	Metadata Configuration	Institution	Configuring Cataloging
	Controlled Vocabulary Registry	Institution	Configuring Controlled Vocabulary Registry
	Author Number Lists	Institution	Configuring Author Number Lists
	Local Transliteration Table for Author Number Generation	Institution	Configuring Customized Transliteration for Author Number List Generation
	BIB Redirection Fields	Institution	Configuring BIB Redirection Fields
	Cataloger Permission Level This option must be enabled for your institution by Ex Libris.	Institution	Cataloging Privileges
	Cataloging Level Mapping for External Authority This option is only available when your institution is enabled with the ability to contribute authority records to the Community Zone.	Institution	Configuring Cataloging Levels for Contribution to Externally Managed Authorities
	CNMARC 6XX Multiple Heading Configuration  UNIMARC Multiple Authority ID configuration These options are only available when the relevant record types are configured by Ex Libris as active for your institution.	Institution	Configuring Multiple Access Points for CNMARC 6XX Fields Configuring Multiple Access Points for UNIMARC
	MARC Slim Configuration	Institution	MARC Slim Configuration
	MARC21 / KORMARC - Browse Bib Headings Names / Subjects	Institution	Configuring Browsing Bib Headings Names / Subjects
Record Export	Exclude Process Types from Publishing	Institution	Excluding Resources with Specific Process Types from Publishing
	Map Holdings fields into Bib record OCLC	Institution	Publishing to OCLC
	Institution OCLC Symbol	Institution	Publishing to OCLC
	Map Holdings fields into Bib record Libraries Australia	Institution	Holdings Mappings for Libraries Australia
	Institution NUC Symbol	Institution	Configuring a Library NUC
	New for February! MARC 21 to DC Crosswalk	Institution	Configuring MARC 21 to DC Crosswalk
Record Import	Originating Systems for MD Records	Institution	Configuring Originating Systems for Import Profiles
	Remote Digital Repositories	Institution	Managing Remote Digital Repositories
Deposit	Deposit Return Reasons	Institution	Configuring Deposit Return Reasons
	Deposit Decline Reasons	Institution	Configuring Deposit Decline Reasons
	Patron Deposit Templates	Institution	Configuring Patron Deposit Templates
	Patron Deposit Labels	Institution	Configuring Patron Deposit Labels
	Terms and Conditions	Institution	Configuring Terms and Conditions
General	Other Settings	Institution	Configuring Other Settings
	Processes	Institution	Configuring Processes
	Provenance Code	Institution	Configuring Provenance Codes
	Accession Number	Institution	Configuring Accession Numbers
	Item Sequences	Institution	Configuring Physical Item Sequences
	Control Number	Institution	Configuring Control Numbers
	E Task Statuses	Institution	Configuring E-Task Statuses
	Label Printing Tool	Institution	Printing Book Labels Using the Label Printing Tool
	Call Number Parsing	Institution	Configuring Call Number Parsing
	Barcode Generation	Institution	Configuring the Barcode Generation Method and Barcode Validation
	Description Templates	Institution	Configuring Description Templates
	Inventory Network Groups	Institution	Configuring Distributed Access to Electronic Resources
	Physical Item Sort Routines	Institution	Configuring Physical Item Sort Routines
	Physical Material Type Descriptions	Institution	Configuring Physical Item Material Type Descriptions
	Brief Levels	Institution	Configuring Brief Level Code Descriptions
	Call Number Mapping	Institution	Mapping Call Numbers to Holdings
	Digital Storage	Institution	Configuring Digital Storage
	Library/Location Display	Institution	Customizing How Library and Location Appear
	Representation Label Templates	Institution	Configuring Representation Label Templates
	Resource Management Jobs Configuration	Institution	Configuring Resource Management Jobs
	Reminder Types	Institution	Configuring Reminder Types
	Reminder Statuses	Institution	Configuring Reminder Statuses
	Statistics Notes	Institution	Configuring Statistics Notes
	Authority Control Task List Types	Institution	Configuring Authority Control Task List Report Types
	Medium Types	Institution	Configuring Medium Types

This section describes how to configure the various user management functions. See Alma Glossary for definitions of these functions. Note that some configuration changes in User Management impact other functional areas. Consider the impact on other functional areas before making changes to existing configurations.

The following table lists the configuration options.

For a full reference of all the code tables provided with Alma, see Alma Code Table Reference.

Configuration Options

Section	Configuration Item	Configuration Level	See
Roles and Registration	Profiles	Institution/Library	Configuring Role Profiles
	Role Assignment Rules	Institution/Library	Configuring Role Assignment Rules
	User Registration Rules	Institution/Library	Configuring User Registration Rules
	Roles Report	Institution	Roles Report
	Privileges Report	Institution	Privileges Report
Mandatory Fields	Public	Institution	Configuring Patron Information
	Staff	Institution	Configuring Patron Information
	External Contacts	Institution	Configuring Patron Information
User Details	User Groups	Institution	Configuring User Groups
	User Record Type/User Group	Institution	Mapping User Groups to User Record Types
	Job Categories	Institution	Configuring User Job Categories
	User Record Type/Job Category	Institution	Mapping Job Categories to User Record Types
	User Name Display	Institution	Configuring the Display of User's Names
	Statistical Categories	Institution	Configuring Statistical Categories for Analytics
	Category Types	Institution	Creating Statistical Category Types
	Statistical Categories/Types	Institution	Mapping Statistical Categories to Category Types
	User Titles	Institution	Configuring User Titles
	Library Notices Opt-In	Institution	Configuring Library Notices Opt-In
Patron Charges	Fines/Fees Behavior	Institution	Configuring Fines/Fees Behavior
	Reasons for Waiving Fine/Fee	Institution	Configuring Reasons for Waiving Fines/Fees
	Fines/Fees Notification Profiles	Institution	Configuring Fines/Fees Notifications
	Bursar Transaction IDs	Institution	Configuring Bursar Transaction IDs
General	Other Settings	Institution	Configuring Other Settings
	User ID Generation	Institution/Library	Configuring User ID Generation
	Delete User Policy	Institution/Library	Configuring User Deletion
	User Notification Types	Institution	Configuring User Notification Types
	Contact Information Pop-Up	Institution	Configuring User Information for Pop-ups
	Manage Operator Details Visibility	Institution	Configuring Users' Ability to View Operators' Details
	Record Last Patron Activity Date	Institution	Configuring Last Patron Activity Date
Collaborative Networks (Fulfillment Networks)	Linked Account Rules	Institution/Library	Configuring Linked Account Rules
	Restricted Users	Institution/Library	Configuring Restricted User Groups
	Searchable Identifiers	Institution	Configuring Searchable Identifiers
	Linked Account Shared Fields	Institution	Configuring Linked Account Shared Fields

You configure the various general activities from the Configuration page (Configuration Menu > General). Note that some configuration changes may impact other functional areas. Consider the impact on other functional areas before making changes to existing configurations.

On the Configuration page, the following information is displayed:

• The Configuring drop-down list, which enables you to configure options for the entire institution or libraries within the institution. Although most options are configured for the entire institution, some of the options may permit you to override or add settings per library, and some options may require you to configure them at the library-level only. See Organizational Topologies for additional information regarding Alma organizational levels.
• The list of the available configuration options, which are detailed in the following table. 

For a full reference of all the code tables provided with Alma, see Alma Code Table Reference.

Configuration Options

Section	Configuration Item	Configuration Level	Refer To:
Libraries	Add a library or edit library information	Institution	Configuring Institution and Its Libraries
	Relationships	Institution/Library	Configuring Fulfillment Services Between Libraries Within an Institution
	Define Campuses	Institution	Managing Campuses
Locations	Physical Locations	Library	Configuring Physical Locations
	Remote Storage	Institution	Configuring Remote Storage Facilities
Work Orders and Departments	Work Order Types	Institution/Library	Configuring Work Order Types
	Work Order Departments	Institution/Library	Configuring Work Order Departments
External Systems	Integration Profiles	Institution	Configuring Integration Profiles
	S/FTP Definitions	Institution	Configuring S/FTP Connections
	Allowed Emails	Institution/Library	Configuring Allowed Emails
	Allowed S/FTP connections	Institution/Library	Configuring Allowed S/FTP Connections During Testing
User Interface Settings	Alma Logo and Color Scheme	Institution	Configuring the Alma Logos and Color Scheme
	Delivery System Skins	Institution	Configuring Skins
	Policies	Institution	Not for current use
	Social Login Labels	Institution	Configuring Social Login Labels
	Identity Service Labels	Institution	Configuring Identity Service Labels
General Configuration	Other Settings	Institution	Configuring Other Settings
	Institution Languages	Institution	Configuring Institution Languages
	Home Page Notifications	Institution	Configuring the Home Page Notification Widget
	CRM Contacts	Institution	Configuring CRM Contacts
	Staff Login Report	Institution	Staff Login Report
	Institution Notifications	Institution	Configuring Institution Notifications
	Validate ILS Migration Form	Institution	Validating the ILS Migration Form
	Data Sharing Profile	Institution	Data Sharing Profile
Letters	Letters Configuration	Institution	Configuring Alma Letters
	Components Configuration	Institution	Configuring Components
Widgets	Customized Widgets	Institution/Library	Configuring Widgets
	Primo Widgets: Primo Widget Search Fields Primo Widget Search Precision Primo Widget Configuration	Institution/Library	Adding Primo’s Search Box to the Alma Home Page
Network Groups	Fulfillment Networks Management Groups	Institution	Configuring Fulfillment Networks Management Groups
	Fulfillment Member	Institution	Configuring Fulfillment Member
	Institutions Relations	Institution	Configuring Pick Up Anywhere/Return Anywhere
Collaborative Networks (Network Zone only)	Network Zone Setup	Network Zone	For future use
Security	IP Group Configuration Login Restriction Configuration	Institution/Library	Restricting Alma Logins by IP Range

This section describes basic activities that can be performed with Analytics such as creating reports and adding graphs to reports.

It contains the following topics: