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    Alma Code Table Reference

    This section provides a reference for all the code tables provided with Alma, across the different Alma subsystems. 
    Code Tables Reference 
    Subsystem See
    Acquisitions
    Fulfillment  Configuring Fulfillment Activities – Overview
    Resource Management  Resource Management Configuration - Overview
    User Management User Management Activities
    General Configuration Configuring General Activities
    Analytics The Basics of Working with Analytics

     

    Acquisitions Subsystem

    Translatable
    To configure acquisition activities, you must have the following role:
    • Acquisitions Administrator
    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 location filter on this page is disabled. Acquisitions configuration is at the institution level, not the library level.
    • Note that some configuration changes in Acquisitions impact other functional areas. Consider the impact on other functional areas before making changes to existing configurations.

    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 Subsystem

    Translatable
    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

    Resource Management Subsystem

    Translatable
    To configure resource management, you must have one of the following roles:
    • Catalog Administrator
    • General System Administrator
    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
    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
    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

    User Management Subsystem

    Translatable
    To configure user management activities, you must have one of the following roles:
    • User Administrator
    • General System Administrator
    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 Public User Mandatory Fields
    Staff Institution Configuring Staff User Mandatory Fields
    External Contacts Institution Configuring Contact User Mandatory Fields
    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

    General Configuration Subsystem

    Translatable
    To configure general activities, you must have the following role:
    • General System Administrator
    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 Not for current use
    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

    Analytics Subsystem

    This section describes basic activities that can be performed with Analytics such as creating reports and adding graphs to reports.
    • There is a limit of 10 million rows per report.  If your report fails with the error Max Row Limit Exceeded, it is recommended to add additional filters to make the report smaller.
    • The limit is 500,000 rows per report when using a report as input data for another report. See Using Report Output as Input Data.
    • For reports in Narrative View, the limit is 40,000 rows.
    • As Excel is limited to 1M rows, download reports larger than this in CSV format and open them with text editors (such as Notepad++).
    • It is not recommended to use special characters (for example: ' , & /) as part of report or folder names.
    • The fields of the date dimensions in Alma Analytics report on data going back a maximum of 30 years.
    • Queries that run more than 30 minutes are stopped and canceled by the system.
    It contains the following topics:
    For more information, see Reports and Dashboards.

     

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