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    Fulfillment

    Analytics
    Using the Fulfillment subject area, the Design Analytics user may create reports and dashboards for the Item Loan area. The following are examples of business questions that can be answered with the Fulfillment subject area:
    • How many items were loaned, returned, or lost per library?
    • How many items were loaned between specific loan dates?
    • How many items were loaned from a particular circulation desk?
    • What is the due-date policy of the loaned items?
    • How many items were loaned per classification?
    fulfillement_star.gif
    Star Diagram – Fulfillment
    • The Fulfillment subject area contains items for which there has been at least one loan. Items with no loans are not reportable in the Fulfillment subject area; they may be retrieved instead in the Physical Items subject area using a loan measure = 0.
    • The measure and date fields in the Fulfillment subject area do not include migrated data.
    • Any fulfillment transaction completed before the value of the Institution > Data updated as of field will be reflected in an Analytics report run after the value of the Institution > Data available as of field. For more information, see Introduction to Analytics and Terminology.

    Field Descriptions

    The following lists the fields available in Fulfillment.
    fulfillment_field_descriptions.gif
    Fulfillment – Field Descriptions

    Loan

    The Loan fact table stores all the measures of a specific loan. The primary key is ITEM_LOAN_ID.

    Report Creation Tips

    • Filtering results using the In House Loan indicator
      In house loans are used to monitor items that were used in the library, but not actually loaned. When a return is made on an item that was not loaned, an in-house loan is created for it.
      Some industry reports require that these loans be included in the loan count and others do not; therefore, use a filter to include or exclude these results from your loan count, as necessary.
      in_house_loan_indicator.png
      In House Loan Indicator Filter
      The In-House Loan Indicator field is located in the Loan Details folder.
    • Distinguishing between self-check transactions and staff transactions
      Although there is no specific field that indicates the difference between self-check transactions and staff transactions, you can distinguish between the two based on the fact that the Loaned By\Returned By name for self-check machines is None.
      • Filter for returns:
        CASE WHEN "Returned By"."User Name" = 'None' THEN 'Self-Check Machines' ELSE 'Staff 'END
      • Filter for loans:
        CASE WHEN "Loaned By"."User Name" = 'None' THEN 'Self-Check Machines' ELSE 'Staff ' ENDq2

    Guidelines for Using Filters Based on Loan and Renewal Dates

    The easiest way to count the number of loans and number of renewals done in a certain time period is to create two separate reports. One report counts the number of loans based on the loan date. The other report counts the number of renewals based on the renewal date.
    In the following example, the number of loans is filtered by loan year=2013:
    loans_filter.png
    Loans Filter
    The following appears:
    loans.png
    Loans
    In the following example, the number of renewals is filtered by renewal year=2013:
    renewals_filter.png
    Renewals Filter
    The following appears:
    renewals.png
    Renewals
    It is possible to create a single report showing the number of loans and renewals in a certain time period, each based on its relevant date; however, it requires some more complex AND/OR conditions in order to find the right population.
    The following is an example of filtering all loans done in 2013 (using the Loans (In House) field) OR all renewals done in 2013. (You may need to run some tests when creating reports with slightly different filters to make sure you have the right population.)
    loans_and_renewals_filter.png
    Loans and Renewals Filter
    The report appears as follows:
    Loans_and_Renewals.png
    Loans and Renewals
    Loan
    Field Description Additional Information
    Num of Loans (In house + Not In House) The sum of the in house loans and the not in house loans. This number includes loans with a loan status of inactive as well as in-house loans.
    Num of Loans (In House) The number of items that were used in the library, but not actually loaned  
    Num of Loans (Not In House) The number of items that were actually loaned  
    Loans (Not In House) from Hold Request The number of not in house loans that came from a hold request  
    Loans (Not In House) from Booking Request The number of not in house loans that came from a booking request  
    Loans (Not In House) from Resource Sharing Borrowing Request The number of not in house loans that came from a resource sharing borrowing request  
    Returns Populated with 1 if the loan status is Complete; otherwise, it is populated with 0.  
    Recalls Stores the number of times the item was recalled  
    Renewals Stores the number of times the item was renewed

    This number includes both manual and via a self-check machine, but does not include auto-renewals. The Renewals can be combined in a report with fields from the "Renewal Date" folder to report on the number of renewals per time period.

    The Renewals can be combined in a report with fields from the "Renewal Date" folder to report on the number of renewals per time period.

    Auto Renewals Stores the number of times the item was automatically renewed. In Alma Analytics, Auto Renewals are not associated with a date and therefore combining Auto Renewals with fields from the "Renewal Date" folder is not supported.
    Lost Populated with 1 if the item is lost; otherwise, it is populated with 0.  
    Claimed Returns Populated with 1 if the patron claims that the item has been returned; otherwise, it is populated with 0.  
    Reading Room at Shelf Populated with 1 if the loan is a reading room loan and item is currently on the shelf; otherwise, it is populated with 0.  
    Reading Room at User Populated with 1 if the loan is a reading room loan and is currently held by the patron; otherwise, it is populated with 0.  
    WB Change Backward Stores the number of times the workbench due date was changed to an earlier date by a circulation desk operator at the circulation desk  
    WB Change Forward Stores the number of times the workbench due date was changed to an later date by a circulation desk operator at the circulation desk  
    Bulk Change Backward Stores the number of times the item was changed to an earlier date as part of a bulk change  
    Bulk Change Forward Stores the number of times the item was changed to a later date as part of a bulk change  
    Loan Days Stores the number of days between the loan date and the return date  
    Return Due Days Stores the number of days between the return date and the due date  
    Return After Lost Stores the number of items returned with the Lost process status.  

    Loan Details

    The Loan Details table is a dimension table that stores additional details regarding the loan. The primary key is ITEM_LOAN_ID.
    Loan Details
    Field Description Additional Information
     Author The author of the loan  
    Material Type The material type of the loan  
    MMS ID The MMS ID of the loan  
    Loan Date The date of the loan  
    Loan Time The time of the loan  
    Location Code The location code of the loan  
    Material Type The material type of the loan  
    New Due Date The new due date of the loan  
    New Due Time The new due time of the loan  
    Publication Year The publication year of the loan  
    Return Date The return date of the loan  
    Return Time The return time of the loan  
    Title  The title of the loan  
    Item ID Stores the ID of the item that was loaned  
    Barcode Stores the barcode of the item that was loaned  
    Call Number Stores the call number of the item that was loaned  
    LC Classification Code Stores the letters of the LC class number of the item that was loaned such as BF or QA In the Fulfillment subject area, if there is more than one classification code in the bibliographic record, the last one appears.
    LC Classification Number Stores the numbers that follow the classification letters until the first period that is followed by a letter  
    LC Classification Top Line Stores the combined LC code and classification numbers until the first period followed by a letter such as NB933 when the lc_class_number is NB933.F44  
    Loans - Linked From Institution Code The code of the institution from which the user is linked The information for this field comes from the loan record. Therefore, data is displayed even for institutions that anonymize their user records.
    Loans - Linked From Institution Name The name of the institution from which the user is linked The information for this field comes from the loan record. Therefore, data is displayed even for institutions that anonymize their user records.
    Loans - Linked From Other Institution Indicates if the user is linked from another institution The information for this field comes from the loan record. Therefore, data is displayed even for institutions that anonymize their user records.
    Dewey Classification Top Line Stores the first 3 digits of the Dewey classification  
    Loan Status Indicates if the loan is active or has already been returned; also known as historical loan Possible values:
    • Active – On loan
    • Complete – Returned
    • Inactive – Deleted
    Loaned at Another Institution Indicates if the item was loaned at an institution different than the one that owns the item  
    Loaned at Institution Name The name of the institution at which the item was loaned  
    Process Status Indicates the workflow status of the loan, based on the last activity of the loan Possible values:
    • Lost
    • Claimed return
    • Normal
    • Recall 
    • Renew
    • Found Item
    Loan Note Stores the last note attached to the loan This includes both manual free text additions by staff, as well as automatic notes added by Alma according to your configurations, such as for overridden blocks.
    Recall Date Stores the date on which the item was recalled  
    Recall Time Stores the time in the hours:minutes:seconds format for the recall date  
    Original Due Date Stores the original due date given to the loan This field is populated only when the loan is "Recall"
    Original Due Time Stores the time in the hours:minutes:seconds format for the original due date  
    Due Date Stores the current due date as displayed in Alma The new due date can differ from the original due date due to a recall or renewal
    Due Date Time Stores the time in the hours:minutes:seconds format of the new due date  
    Item Loan ID Stores the unique ID of the loan for the item This is useful to find a specific loan of an item
    In House Loan Indicator Y/N field that indicates if the loan is an in-house or a regular loan. Null means that it is not an in-house loan.  
    In Temp Location at Time of Loan Y/N field that indicates if the loan is a temporary location at the time of the loan  
    Is Booking Loan Indicates whether the loan was initiated by a booking request  
    Is Hold Request Loan Indicates if the loan was initiated by a hold request  
    Is Resource Sharing Borrowing Request Loan Indicates if the loan was initiated by a resource sharing borrowing request  
    User ID Encryption The Encryption ID of the User This ID is used to get counts by user ID after the anonymization job is run, which deletes the Primary ID
    Associated Course Code The code of a course that was active during the time the item was loaned. The item belonged to a citation that was part of the reading list of the course.  
    Associated Course Name The name of a course that was active during the time the item was loaned. The item belonged to a citation that was part of the reading list of the course.  
    Courtesy Notification Sent Indicates if a courtesy letter was sent to the patron concerning an overdue loan. This field only contains data beginning from July 2018.

    Loan Policy

    The Loan Policy table is a dimension table that stores the due date policy details as defined under Fulfillment > Fulfillment Configuration > Configuration Menu > Physical Fulfillment > Advanced Policy Configuration > Policy Type = due date.
    Fulfilment – Loan Policy
    Field Description Additional Information
    Measurement Value Stores the number of days or weeks that are used to calculate the due date. Use this with the unit of measurement field.
    See the field location in the Advanced Policy Configuration screenshot below
    Policy Name Stores the name given to the policy See the field location in the Advanced Policy Configuration screenshot below
    Is Active Indicates if the policy is currently active  
    Definition Level Indicates what level of the organization was used to define the policy, Library or Institution See the field location in the Advanced Policy Configuration screenshot below
    See the field location in the Advanced Policy Configuration screenshot below Stored only if the due date is a constant value  
    Policy Description Stores the description given to the policy  
    Policy Is Default Value Indicates if this is the default policy used by the organization See the field location in the Advanced Policy Configuration screenshot below
    Policy Type Since this dimension is only for policy with type "due date", this is the value for this field. See the field location in the Advanced Policy Configuration screenshot below
    Unit of Measurement Stores the unit of measurement such as days or weeks See the field location in the Advanced Policy Configuration screenshot below
    loan_policy_report_reduced.png
    Loan Policy Report
    advanced_policy_configuration_new.png
    Advanced Policy Configuration

    Loan Circulation Desk

    The Loan Circulation Desk table is a dimension table that stores the details about the circulation desk from which the item was loaned.
    Circulation desks are the place where items can be physically checked out or in and where circulation services are rendered. Each circulation desk is associated with a library and serves specific locations in that library
    Using this dimension table, a user is able to drill down from the campus level to the library and to the loan circulation desk. Measures (loans or returns) are accumulated to the relevant level in the hierarchy.
    Loan Circulation Desk
    Field Description Additional Information
    Campus Code Stores the code of the campus to which the circulation desk is connected.  
    Campus Description Stores the description of the campus to which the circulation desk is connected.  
    Campus Name Stores the name of the campus to which the circulation desk is connected.  
    Circ Desk Code Stores the code of the circulation desk  
    Circ Desk Desc Stores the description of the circulation desk  
    Circ Desk Name Stores the name of the circulation desk  
    Has Self Check Indicates whether the circulation desk has a self-check machine  
    Hold Shelf Indicates whether the circulation desk has the ability to hold items for patron requests  
    Hold Shelf Period Indicates the amount of time an item is held on the shelf for a patron before being returned  
    Hold Shelf Sort Stores the way items are physically stored on the shelf such as requester name, title, and date, for example.  
    Library Code Stores the library code to which the circulation desk is connected  
    Library Desc Stores the library description to which the circulation desk is connected  
    Library Name Stores the library name to which the circulation desk is connected  
    Payment Cash Indicates whether the circulation desk accepts payments in cash  
    Payment Credit Card Indicates whether the circulation desk accepts payments by credit card  
    Primary Indicator Indicates whether the circulation desk is able to send/accept items that need to be transferred out of the library  
    Print Receipt Indicates whether the circulation desk prefers payment receipts to be printed automatically  
    Reading Room Desk Indicates whether the circulation desk is a desk in a reading room where items cannot be removed from the room  
    Loaned at Institution Circulation Desk The circulation desk at which the item was loaned at an institution that does not own the item  
    Loan Circulation Desk Stores the is Hierarchy column that allows the user to drill down from the campus to the library to the loan circulation desk. This column provides the user with the option to view the accumulative measures in each level of the hierarchy.  

    Renewal Circulation Desk

    The Renewal Circulation Desk table is a dimension table that stores the details about the circulation desk at which the item was renewed.
    Renewal Circulation Desk
    Field Description Additional Information
    Renewal Campus Code Stores the code of the campus to which the circulation desk is connected.  
    Renewal Campus Description Stores the description of the campus to which the circulation desk is connected.  
    Renewal Campus Name Stores the name of the campus to which the circulation desk is connected.  
    Renewal Circ Desk Code Stores the code of the circulation desk  
    Renewal Circ Desk Desc Stores the description of the circulation desk  
    Renewal Circ Desk Name Stores the name of the circulation desk  
    Renewal Has Self Check Indicates whether the circulation desk has a self-check machine  
    Renewal Hold Shelf Indicates whether the circulation desk has the ability to hold items for patron requests  
    Renewal Hold Shelf Period Indicates the amount of time an item is held on the shelf for a patron before being returned  
    Renewal Hold Shelf Sort Stores the way items are physically stored on the shelf such as requester name, title, and date, for example.  
    Renewal Library Code Stores the library code to which the circulation desk is connected  
    Renewal Library Desc Stores the library description to which the circulation desk is connected  
    Renewal Library Name Stores the library name to which the circulation desk is connected  
    Renewal Payment Cash Indicates whether the circulation desk accepts payments in cash  
    Renewal Payment Credit Card Indicates whether the circulation desk accepts payments by credit card  
    Renewal Primary Indicator Indicates whether the circulation desk is able to send/accept items that need to be transferred out of the library  
    Renewal Print Receipt Indicates whether the circulation desk prefers payment receipts to be printed automatically  
    Renewal Reading Room Desk Indicates whether the circulation desk is a desk in a reading room where items cannot be removed from the room  
    Renewal Loan Circulation Desk Stores the is Hierarchy column that allows the user to drill down from the campus to the library to the loan circulation desk. This column provides the user with the option to view the accumulative measures in each level of the hierarchy.  

    Return Circulation Desk

    The Return Circulation Desk table is a dimension table that stores the details about the circulation desk to which the item was returned.
    Return Circulation Desk
    Field Description Additional Information
    Campus Code Stores the code of the campus to which the circulation desk is connected.  
    Campus Description Stores the description of the campus to which the circulation desk is connected.  
    Campus Name Stores the name of the campus to which the circulation desk is connected.  
    Circ Desk Code Stores the code of the circulation desk  
    Circ Desk Desc Stores the description of the circulation desk  
    Circ Desk Name Stores the name of the circulation desk  
    Has Self Check Indicates whether the circulation desk has a self-check machine  
    Hold Shelf Indicates whether the circulation desk has the ability to hold items for patron requests  
    Hold Shelf Period Indicates the amount of time an item is held on the shelf for a patron before being returned  
    Hold Shelf Sort Stores the way items are physically stored on the shelf such as requester name, title, and date, for example.  
    Library Code Stores the library code to which the circulation desk is connected  
    Library Desc Stores the library description to which the circulation desk is connected  
    Library Name Stores the library name to which the circulation desk is connected  
    Payment Cash Indicates whether the circulation desk accepts payments in cash  
    Payment Credit Card Indicates whether the circulation desk accepts payments by credit card  
    Primary Indicator Indicates whether the circulation desk is able to send/accept items that need to be transferred out of the library  
    Print Receipt Indicates whether the circulation desk prefers payment receipts to be printed automatically  
    Reading Room Desk Indicates whether the circulation desk is a desk in a reading room where items cannot be removed from the room  
    Loan Circulation Desk Stores the is Hierarchy column that allows the user to drill down from the campus to the library to the loan circulation desk. This column provides the user with the option to view the accumulative measures in each level of the hierarchy.  

    Loan Date

    The Loan Date table is a dimension table that stores the details about the item's loan date (month, year, and quarter). Using this dimension table, a user is able to drill down from the year to the month and to the specific date that the item was loaned. Measures (loans or returns) are accumulated to the relevant level in the hierarchy.
    Loan Date
    Field Description Additional Information
    Loan Date Stores the loan date in the date format 2/29/2012  
    Loan Date Start of Week The date of the first business day of the week  
    Loan Date Week Number The number of the week of the year  
    Loan Month Key Stores the month of the date in number format such as 2 for February This field is useful when you want to sort by month
    Loan Month Stores the month of the date in month description format such as February  
    Loan Full Month Stores the month and the year of the date in a display format such as Feb 12  
    Loan Quarter Stores the quarter of the date in a display format such as Q1  
    Loan Year Stores the year of the date in string format such as 2012  
    Loan Fiscal Year Stores the fiscal year of the date in string format such as 2012.  
    Loan Date Filter Used to filter report results by date  
    Loan Time Stores the time in the hours:minutes:seconds format for the loan date  
    Loan Hour The hour of the loan in 24 hour format  
    Loan Date Stores the Hierarchy column that allows the user to drill down from the year to the month to the specific loan date. Using this column provides the user with the option to view the accumulative measures in each level of the hierarchy.  

    Due Date

    The Due Date table is a dimension table that stores the details about the item's due date such as month, year, or quarter. The key fields can be used when calculations are required, and the description fields can be used for formatting the display of the report.
    Due Date
    Field Description Additional Information
    Due Date Stores the loan date in the date format 2/29/2012  
    Due Start of Week The date of the first business day of the week  
    Due Week Number The number of the week of the year The weeks for this field run from Monday to Sunday.
    Due Month Key Stores the month of the date in number format such as 2 for February This field is useful when you want to sort by month
    Due Month Stores the month of the date in month description format such as February  
    Due Full Month Stores the month and the year of the date in a display format such as Feb 12  
    Due Quarter Stores the quarter of the date in a display format such as Q1  
    Due Year Stores the year of the date in string format such as 2012  
    Due Fiscal Month Key Stores the fiscal month of the date in number format such as 2 for February  
    Due Fiscal Year Stores the fiscal year of the date in string format such as 2012.  
    Due Date Filter Used to filter report results by date  
    Due Time Stores the time in the hours:minutes:seconds format for the loan date  
    Due Date Stores the Hierarchy column that allows the user to drill down from the year to the month to the specific loan date. Using this column provides the user with the option to view the accumulative measures in each level of the hierarchy.  

    Return Date

    The Return Date table is a dimension table that stores the details about the item's return date such as month, year, and quarter. The key fields can be used when calculations are required, and the description fields can be used for formatting the report display.
    Return Date
    Field Description Additional Information
    Return Date Stores the loan date in the date format 2/29/2012  
    Return Date Start of Week The date of the first business day of the week  
    Return Date Week Number The number of the week of the year  
    Return Month Key Stores the month of the date in number format such as 2 for February This field is useful when you want to sort by month
    Return Month Stores the month of the date in month description format such as February  
    Return Full Month Stores the month and the year of the date in a display format such as Feb 12  
    Return Quarter Stores the quarter of the date in a display format such as Q1  
    Return Year Stores the year of the date in string format such as 2012  
    Return Fiscal Year Stores the fiscal year of the date in string format such as 2012.  
    Return Date Filter Used to filter report results by date  
    Return Time Stores the time in the hours:minutes:seconds format for the loan date  
    Return Date Stores the Hierarchy column that allows the user to drill down from the year to the month to the specific loan date. Using this column provides the user with the option to view the accumulative measures in each level of the hierarchy.  

    Renewal Date

    The Renewal Date table is a dimension table that stores all measures relating to the renewal date of loans. The primary key is DATE_KEY.
    Renewal Date
    Field Description Additional Information
    Renewal Date Month The month of the renewal date (for example: January, February).  
    Renewal Date Start of Week The date of the first business day of the week  
    Renewal Date Week Number The number of the week of the year  
    Renewal Date Month Key The month of the renewal date in number format such as 2 for February.  
    Renewal Date Full Month The month and the year of the renewal date (for example: January 2014).  
    Renewal Fiscal Month Key The fiscal month of the renewal date in number format such as 2 for February.  
    Renewal Fiscal Year The fiscal year of the renewal date  
    Renewal Date Quarter The quarter of the renewal date (for example: Q1, Q2).  
    Renewal Date Year The year of the renewal date (for example: 2014).  
    Renewal Date The date of the renewal.  
    Renewal Date Filter Used to filter report results by date  

    LC Classifications

    Each book has a call number that consists of letters, whole numbers, and sometimes a decimal number. Each call number is arranged into, at least, two lines. The first line is referred to as the top line. The second line always begins directly after the cutter symbol. A cutter symbol is a period followed by a letter.
    The field descriptions can be found in the LC Classifications shared dimension.

    For Physical Items, Alma takes LC classification information from the holdings record level. For all other subject areas, it is taken from the bibliographic record level.

    Ex Libris works with content providers worldwide to enrich the metadata available in the Alma Community Zone. To enrich the journal/serial content in the CZ, we work directly with the Library of Congress CONSER feed for electronic serials, which we match against our knowledge base to enrich with all of the relevant metadata fields that they supply (for more details, see Community Zone Serial Records Enrichment). We receive weekly updates from CONSER and enrich the CZ records with all relevant metadata, including the 050 fields (when available).

     

    In the case of book content, we work with multiple providers who are willing to share their metadata with the Alma community globally (for more details, see Community Zone Monograph Records Enrichment). If you have local access to these classifications, you may want to consider working with the local extension for these records whenever an update is not available. (For more details, see Working with Local Extension Fields for Community Zone-linked Records)

    LC Classifications
    Field Description Additional information
    Start Range Stores the start range of the group such as PS501  
    End Range Stores the end range of the group such as PS689  
    Classification Code Stores the letters in the beginning of the range such as PS
    • In the Fulfillment subject area, if there is more than one classification code, the last one appears.
    • The Classification Code comes from the bibliographic record, except for in the Physical Items subject area where it comes from the holdings record.
    Start Range Number Stores the numbers that come after the letter in the start range  
    End Range Number Stores the numbers that come after the letter in the end range  
    Group1 Stores the name of the first level  
    Group2 Stores the name of the second level  
    Group3 Stores the name of the third level  
    Group4 Stores the name of the fourth level  
    Group5 Stores the name of the fifth level  
    Classifications Stores the Hierarchy column that allows the user to drill down from the first level of the classification to the fourth level. Using this column provides the user with the option to view the accumulative measures. Note that the fifth level is not included in this field.  

    Dewey Classifications

    Books can be classified with Dewey Classifications.
    In Dewey Classifications, topics are ordered in a hierarchy that is indicated by a three digit number. The highest level of the hierarchy is indicated by a number with one significant digit followed by two zeros, such as 600. The second level in the hierarchy is indicated by a number with two significant digits followed by one zero, such as 630. The third level in the hierarchy is indicated by a number with three significant digits such as 636.
    The field descriptions can be found in the Dewey Classifications shared dimension.
    Dewey Classifications
    Field Description Additional information
    Dewey Number Holds the first 3 digits of the Dewey Classification.
    The Dewey Number comes from the bibliographic record, except for in the Physical Items subject area where it comes from the holdings record.
    Group1 Stores the name of the first level.  
    Group2 Stores the name of the second level.  
    Group3 Stores the name of the third level.  
    Dewey Classifications Stores the Hierarchy column that allows the user to drill down from the first level of the Dewey Classification to the third level. Using this column provides the user with the option to view the accumulative measures (loans or returns) in each level of the hierarchy.  

    Other Classifications

    The Other Classifications table is a dimension table that contains fields for classification systems other than LC and Dewey. Like LC and Dewey classifications, you can drill down to different levels, or groups. At each level, the measures associated with the selected group are displayed.
    Other Classifications
    Field Description Additional Information
    Chinese Classifications
    Classification Code The Chinese classification code If the code is not found or in an incorrect format Unknown is displayed.
    Group 1-7 (Chinese) Stores the name of the levels of classification in Chinese  
    Group 1-7 (English) Stores the names of the levels of classification in English  
    Chinese Classifications (Taiwan)
    Classification Code The Chinese (Taiwan) classification code If the code is not found or in an incorrect format Unknown is displayed.
    Group 1-3 (Chinese-Taiwan) Stores the name of the levels of classification in Chinese-Taiwan  
    Group 1-3 (English) Stores the names of the levels of classification in English  
    NLM Classifications
    NLM Classification Code Stores the NLM classification code
    • If the code is not found or in an incorrect format, Unknown is displayed.
    • If there are multiple codes, only the first is displayed.
    • Taken from the 060 or 096 fields of the bibliographic record.
    NLM Classification Number Stores the numbers that come after the NLM letter code  
    NLM Group 1-5 Stores the names of the levels of classification  
    U.S. SuDoc Classifications
    U.S. SuDoc Classification Code

    Stores the SuDoc Classification code with which to find a match to the SuDoc Classification code from the bibliographic record

    • The SuDoc Classification Code is derived from government document fields in the bibliographic record.
    • If the code is not found or in an incorrect format, Unknown is displayed.
    • If there are multiple codes, only the first is displayed.
    U.S. SuDoc Classification Number Stores the numbers that come after the SuDoc letter code The SuDoc Classification Number is derived from the published SuDoc Classification table on the Federal Depository Library Program (GPO) Website
    U.S. SuDoc Agency Stores the name of the top level (parent) U.S. government agency Unlike other classification systems, the SuDoc system groups publications together by the publishing agency, that is, a U.S. government agency.
    U.S. SuDoc SubAgency Stores the name of subordinate bureaus and divisions of the parent U.S. agency A subagency is displayed if a publication is published by a subordinate bureau or division within a parent agency.

    If the top level agency is the publishing agency, then that agency is also listed as the subagency.

    U.S. SuDoc Title Stores the name of either the title of the publication or indicates miscellaneous publications Title designates either a specific publication title or category of the publication.

    Item Location at Time of Loan

    The Item Location table is a dimension table that stores the details about the shelving location of the item on loan. The primary key of the table is LIBRARYID and LOCATION_CODE.
    Location
    Field Description Additional Information
    Campus Code Stores the code of the campus where the physical item is located. This value is calculated through the library campus.
    Campus Name Stores the description of the campus. This value is calculated through the library campus.
    Campus Description Stores the name of the campus. This value is calculated through the library campus.
    Library Code Stores the library code to which the location of the physical item belongs.  
    Library Code (Active) Stores the code of active (not deleted) libraries  
    Library Name Stores the library name to which the location of the physical item belongs.  
    Library Name (Active) Stores the library name of active (not deleted) libraries  
    Library Desc Stores the library description to which the location of the physical item belongs.  
    Location Code Stores the code of the location of the physical item at the time of the loan.  
    Location Name Stores the name of the location of the physical item at the time of the loan.  
    Location Type Stores the type of the location of the physical item, whether it is open stack or closed stack.  
    Call Number Type Stores the call number type used by the location of the physical item.  
    External Name Stores the name to be displayed to patrons for the location of the physical item.  
    Remote Storage Code Points to a remote storage location where the physical items are stored, if one exists.  
    Location Stores the Hierarchy column that allows the user to drill down from the campus to the library and then to the location of the physical item. This column provides the user with the option to have the user view the accumulative measures (num_of_items) in each level of the hierarchy.

    Bibliographic Details

    The Bibliographic Details table is a dimension table that stores the bibliographic details about the items at the time of the loan.
    The field descriptions can be found in the Bibliographic Details shared dimension.

    Ex Libris works with content providers worldwide to enrich the metadata available in the Alma Community Zone. To enrich the journal/serial content in the CZ, we work directly with the Library of Congress CONSER feed for electronic serials, which we match against our knowledge base to enrich with all of the relevant metadata fields that they supply (for more details, see Community Zone Serial Records Enrichment). We receive weekly updates from CONSER and enrich the CZ records with all relevant metadata, including the 050 fields (when available).

     

    In the case of book content, we work with multiple providers who are willing to share their metadata with the Alma community globally (for more details, see Community Zone Monograph Records Enrichment). If you have local access to these classifications, you may want to consider working with the local extension for these records whenever an update is not available. (For more details, see Working with Local Extension Fields for Community Zone-linked Records)

    Bibliographic Details
    Field Source in Alma (for Internal Reference)

    Mapping from

    MARC21

    Mapping from UNIMARC

    Mapping from

    Dublin Core

    Author Taken from display.author in the display section of the operational record 100,110,111 700,701,710,711 Currently empty, planned to come from dc:creator, dcterms:creators
    Author (Contributor) An additional Author field

    711 a,c-e,i,j,n,q,u and its 880

    700 a-e,j,q,u and its 880

    710 a-e,i,n,u and its 880

    700 a-d,f,p

    701 a-d,f,p 

    710 a-h,p

    711 a-h,p

    720 a,f"

    721 a,f

    702 a-d,f,g 

    712 a-h,p

    722 a,f

    Currently empty, planned to come from dc:contributor, dcterms:contributor
    Begin Publication Date Taken from display.begin_pub_date in the search section of the operation 008 pos. 07-10 100.Date1 Not relevant for Dublin Core
    BIB 008 MARC The contents of the MARC 008 bibliographic field 008   Not relevant for Dublin Core
    BIB LDR MARC The contents of the MARC LDR bibliographic field LDR   Not relevant for Dublin Core
    Bibliographic Acquisition Accession Number Note The identification code assigned to materials acquired in a single and separate transfer of custody (from MARC field 541 $e). 541 e   Not relevant for Dublin Core
    Bibliographic ID Taken from display.bib_id in the display section in the operational record 010 excluding numeric subfields 020 a dcterms:identifier dcterms:ISBN, dcterms:identifier dcterms:ISSN
    Bibliographic Level Taken from display.bib_level in the display section of the operational record Position 7 of the LDR field of the bibliographic record Position 7 of the LDR field of the bibliographic record Not relevant for Dublin Core
    Bibliographic Source of Acquisition Note The name of the people or organization that is the source of the material (from MARC field 541 $a) 541 a   Not relevant for Dublin Core
    Category of Material Taken from display. category_of_material in the display section of the operational record Position 0 of the 007 field  200 b dc:type
    DC License   Relevant only for Dublin Core Relevant only for Dublin Core Field does not yet exist.  It will be populated by  dcterms:license
    DC Rights   Relevant only for Dublin Core Relevant only for Dublin Core Field does not yet exist.  It will be populated by dc:rights and dcterms:rights
    Edition Taken from display.complete_edition in the display section of the operational record MARC 250 subfields a,b 205 a,b,f,g dcterms:isVersionOf
    Electronic location and access The location and access URl for the electronic resource 856 all subfields    
    End Publication Date Taken from display.end_pub_date in the search section of the operation 008 pos. 11-14 100.Date2 Not relevant for Dublin Core
    Form of Item The form of the item MARC 008 pos. 29 (Maps and Visual Material) or 23 (other material configurations)   dc:format
    General Note The general note 500 a, 5    
    Government Publication The government publication type

    MARC 008 pos. 28

    According to MARC21 Format for Bibliographic Data, MARC 008 pos. 28 is Government Publication for the following material types: Books, Computer Files, Continuing Resources, Maps, and Visual Materials.

    For Music MARC 008 pos. 28 is Accompanying matter.  For Mixed material MARC 008 pos. 28 is Undefined.

    Consequently, when using this field, you may want to filter out records with Material Type = Music and Material Type = Mixed material.

      Not relevant for Dublin Core
    ISBN Taken from search.isbn in the search section of the operational record MARC 020 a,z MARC 776 z 010 a dcterms:identifier dcterms:ISBN
    ISBN Valid The valid ISBN value MARC 020 a   Not relevant for Dublin Core
    ISSN Taken from the MMS Display Table in the search section of the operational record 022 l,a 776 x (for non-physical records) 011 a f dcterms:identifier dcterms:ISSN
    ISSN Valid The valid ISSN value MARC 022 a   Not relevant for Dublin Core
    Language Code Taken from display.language in the display section in the operational record 008 pos. 35-37 101 a Currently comes from dc:language.  Planned to come from dc:language and dcterms:language
    Language Of Cataloging The language in which the cataloging was done 040 b 100 a,22-24 Not relevant for Dublin Core
    Local Note The local note 590 a, 5    
    Material Type See the table, Fields that Identify the Bibliographic Material Type, in the Material Types in Search Results section for a description of material type. MARC control LDR Material Type   Planned to be empty.  Currently comes from dc:type
    Material Type Code Code of the material type described above (in Material Type). MARC control LDR Material Type   Not relevant for Dublin Core
    Network Number Taken from search. other_system_number in the search section of the operational record 035 a z 053 a z dc:identifier , dcterms:identifier
    OCLC Control Number (019) The OCLC control number
    Leading zeros are not displayed.

    019 a

    When the subfield begins with one of the following prefixes:  

    • (OCLC)
    • (OCoLC)
    • ocm
    • ocn
    • on 
      Not relevant for Dublin Core
    OCLC Control Number (035a) The OCLC control number
    Leading zeros are not displayed.

    035 a

    When the subfield begins with one of the following prefixes:  

    • (OCLC)
    • (OCoLC)
    • ocm
    • ocn
    • on
    035 a Not relevant for Dublin Core
    OCLC Control Number (035a+z) The OCLC control number
    Leading zeros are not displayed.

    035a+z

    When the subfield begins with one of the following prefixes:  

    • (OCLC)
    • (OCoLC)
    • ocm
    • ocn
    • on
    035a+z Not relevant for Dublin Core
    OCLC Control Number (035z) The OCLC control number
    Leading zeros are not displayed.

    035 z

    When the subfield begins with one of the following prefixes:  

    • (OCLC)
    • (OCoLC)
    • ocm
    • ocn
    • on
    035 z Not relevant for Dublin Core
    Open Access Indicates if the article is open access Based on 506 f 506 2   Not relevant for Dublin Core
    Original Cataloging Agency The MARC code or the name of the organization that created the original record 040 a 081 b Not relevant for Dublin Core
    Place Code Taken from display.place_code in the display section of the operational record 008 pos. 15-17 102$$a Currently empty, planned to come from dcterms:spatial
    Place of Publication - City The city of publication For a list of country codes, see:

    MARC Code List for Countries

    For a list of country codes, see:

    List of ISO 3166 Country Codes

    Not relevant for Dublin Core (use Place Code)

    If the value of this field in the bibliographic record does not exist in the official list of place codes, the value for this field in Alma Analytics will be "No place, unknown, or undetermined". If there are multiple place codes in this field, only the first value is displayed.

    Place of Publication - Country The country of publication For a list of country codes, see:

    MARC Code List for Countries

    For a list of country codes, see:

    List of ISO 3166 Country Codes

    Not relevant for Dublin Core (use Place Code)

    If the value of this field in the bibliographic record does not exist in the official list of place codes, the value for this field in Alma Analytics will be "No place, unknown, or undetermined". If there are multiple place codes in this field, only the first value is displayed.

    Place of Publication - State The state of publication For a list of country codes, see:

    MARC Code List for Countries

    For a list of country codes, see:

    List of ISO 3166 Country Codes

    Not relevant for Dublin Core (use Place Code)

    If the value of this field in the bibliographic record does not exist in the official list of place codes, the value for this field in Alma Analytics will be "No place, unknown, or undetermined". If there are multiple place codes in this field, only the first value is displayed.

    Publication Date Taken from display.date_of_publication in the display section of the operational record
    The publication date is determined as follows:
    • the bibliographic details publication date comes from 264 subfield c
    • if there is no 264 subfield c, then the publication date comes from 260 subfield c
    • if there is no 264 subfield c and also no 260 subfield c, then the publication date comes from 008 pos. 7-10
    The publication date is determined as follows:
    • the bibliographic details publication date comes from 210 subfield d
    • If there is no 210 subfield d, then the publication date comes from field 214 subfield d.
    • if both fields do not exist, then the publication date comes from field 100 subfield a pos. 9-12 
    dc:date
    Publication Place Taken from display.place_of_publication in the display section of the operational record MARC 260 a. When 260a is empty, it is taken from MARC 264a 210 a 214 a Not relevant for Dublin Core (use Place Code)
    Publisher Taken from display.publisher_const_b in the display section of the operational record

    260 b

    264 b

    210 c

    214 c

    dcterms:publisher, dc:publisher
    Resource Type Constructed based on existing bibliographic fields such as the LDR and 008. For more information, see The Resource Type Field.     dc:type
    Series Taken from display.series_small in the display section in the operational record 800 t,v

    810 t,v

    811 t,v

    830 a,n,p,v

    410 a,h,i,o,t,x Currently empty.  Planned to come from dcterms:isPartOf
    Series Statement The series statement 490 a,v x    
    Subjects Taken from display.subjects in the display section of the operational record 6XX excluding 69X, 630, 689 600 a,b 602 603-8 610 616 617 dc:subject dcterms:LCSH,MESH,DDC,UDC,LCC
    Subjects (Names) The subject names 600 a,b,c,d,e,l,t.u

    610 a,b,c,d,e,l,n,t,u

    611 a,b,c,d,e,j,l,n,q,t,u

       
    Title Taken from display.title in the display section of the operational record

    245 a,b

    249 a,b,c,v

    200 a,c,d,e,h,i dc:title
    Title (Complete) The information from MARC field 245, subfields $p, $n, $s, $k, $f, $g. 245 a,n,p,h,b,c,f,g,k,s 200 a-i Currently empty, planned to come from dc:alternative
    Title (Filing) The title with common words such as "The" and "An" removed to help with sorting the title alphabetically.
    Any text between double arrows (<<>>) is removed.
    For a video describing the use of this field, see Sort Analytics Reports by Filing Title - Ignoring "The", "A", and "An".

    240 a,c,p

    245 a,c,p

    200 a,e

    500

    Not relevant for Dublin Core
    Title (Normalized) The normalized Title. This field is useful when you want to use the normalized title from one subject area to compare with a report with fields from a different subject area. This field is built in the following manner:
    Alma does the following to the 245 field (except subfields c,h,6 and 8) in the following order:
    1. Removes non filing text.
    2. Removes <<>> and anything between them.
    3. Removes these characters: []|,.;:"
    4. Changes these characters to a space: !@#$%^&*()_+-={}\<>?/~'
    5. Changes characters to lowercase.
    6. Packs spaces (replace all sequences of more than one space with a single space).

    245 a,b,n,p

    249 a,b,c,v

    200 a,c,d,e,h,i dc:title
    Title Author Combined and Normalized 100 characters of the normalized title and the first four letters of the author in lowercase letters, with spaces removed See Author and Title Fields See Author and Title Fields See Author and Title Fields
    Type of Date Taken from display. type_of_date in the search section of the operational record 008 pos. 6 100 pos 8 Not relevant for Dublin Core
    Uniform Resource Identifier The uniform resource identifier 856 u 856 u dc:identifier (dcterms:URI) ,dcterms:identifier (dcterms:URI)
    Uniform Resource Identifier Exists Indicates if 856 subfield u contains data      
    Uniform Title Taken from display.uniform_title in the display section of the operational record 240 130 500 Not relevant for Dublin Core
    The following table describes other fields in the shared dimension (taken from Alma and not MARC):
    Administrative Bibliographic Details
    Field Source in Alma (for Internal Reference)
    Active Course Code The code of an active course.
    Active Course Name The name of an active course.
    Bibliographic Lifecycle The Lifecycle of the item. Possible values are Deleted and In Repository. This allows you to filter reports by In Repository/Deleted items.
    Brief Level The level of the brief record
    Chinese Classifications Stores the Chinese Classification
    Collection ID The ID of the collection.  This is a title level collection as defined at 'Resources > Manage Inventory > Manage Collections'.
    Collection Name The name of the collection.  This is a title level collection as defined at 'Resources > Manage Inventory > Manage Collections'.
    Creation Date Stores the creation date. Date fields can consist of a partial date, such as just the year or a month and year.
    Creation Date (Calendar) Stores the creation date. Calendar Date fields always consist of a month, date, and year. If the information is not provided, 01 is added, so that a date of 2020 is rendered 01/01/2020. This date format is useful when filtering the report by date.
    Creator Stores the name of the user that created the record
    Dewey Classification Stores the Dewey Classification
    Dewey Classification Top Line

    Stores the first 3 digits of the Dewey Classification

    Regarding Dublin Core:

    Currently empty.  Planned to come from dc:subject (dcterms:DDC),
    dcterms:subject (determs:DDC)  

    Has Local Extensions

    Indicates if the Community Zone-linked record has local extensions (Y/N)

    ISBN (Normalized)
    The normalized ISBN.
    ISSN (Normalized) The normalized ISSN.
    LC Classification Top Line Stores the combined LC code and classification numbers until the first period which is followed by a letter. If there are no periods then the entire string is taken until there is a space. The length is limited to 50 characters.
    For example:
    • if the LC Classification is | a HB3821.I8 |b R3 then the LC Classification Top Line will be HB3821
    • if the LC Classification is | a DF506.5 |b .G27 then the LC Classification Top Line will be DF506.5
    • if the LC Classification is | a N 7353 |b .K513 1965 then the LC Classification Top Line will be N
    • if the LC Classification is | a NOT YET ORDERED then the LC Classification Top Line will be NOT
    The LC Classification Top Line will contain one value. For MARC21, if the bibliographic record has:
    • both 090 and 050 then the LC Classification Top Line will come from 090
    • 050 and not 090 then the LC Classification Top Line will come from 050
    • 090 and not 050 then the LC Classification Top Line will come from 090

    Regarding Dublin Core:

    Currently empty. Planned to come from:
    (dcterms:LCSH),
    dcterms:subject (determs:LCSH),
    dc:subject (dcterms:LCC),
    dcterms:subject (determs:LCC)

    Recent data may not be available if it has not yet been received from CONSER.
    Link ID The link ID. For more information concerning this field and the next two, see Understanding the fields Link ID Linked to CZ and Linked to NZ in the Bibliographic Details folder.
    Linked to CZ Indicates if the record is linked to the Community Zone
    Linked to NZ Indicates if the record is linked to the Network Zone
    Local Param 1-10 This field allows you to enrich the bibliographic and holdings information exported to Analytics with additional information from MARC fields in Alma."
    In order to make use of this field, you must contact Ex Libris Support and supply them with a three-digit MARC field code (for example, 901). (The field does not need to include a 9.)
    The fields can be number and code fields but not control fields. Therefore, the field must be greater than or equal to 010, because 00X are Control Fields and 01X-09X are Numbers and Code Fields.
    Following configuration of this field by Ex Libris Support, its value will be available in analytics.
    Subfields can be maintained in the Analytics fields identified for Local Param. When this capability is implemented, fields/subfields appear in Alma Analytics with the Alma subfield delimiter (either $$ or ‡) used to delineate the subfield content. Contact Support to enable this feature. Note that reindexing is required to fully implement this capability.
    Note that the local param fields are not related to the MARC type of the record. For example, if field 913 is defined to be in local param 1 then field 913 will always be in local param 1. This is the case if the record is of the type KORMARC, CNMARC, UNIMARC, MARC21, and so forth. It is not possible to have different sets of Local Param 1-10 for different types of MARC.
    Managed by Provider Indicates if the electronic resource is managed by the provider
    MMS ID Stores the MMS ID of the item. This is the MMS ID of the portfolios associated with the electronic collection. It is not the MMS ID of the electronic collection or of the MMS ID of the descriptive bibliographic record added in the Additional tab of the electronic collection editor. If there are no portfolios, the value of this field is empty.
    Modification Date Stores the modification date. Date fields can consist of a partial date, such as just the year or a month and year.
    Modification Date (Calendar) Stores the modification date. Calendar Date fields always consist of a month, date, and year. If the information is not provided, 01 is added, so that a date of 2020 is rendered 01/01/2020. This date format is useful when filtering the report by date.
    Modified By Stores the user name that modified the record
    Network ID This field is used by institutions implementing a Network Zone. It is the same as the MMS ID of the bibliographic record in the Network Zone and can be used to create reports that show the MMS ID in the member institution (using the existing MMS ID), as well as the corresponding MMS ID in the Network Zone.
    Originating System The system where the bibliographic record originated
    Originating System ID The ID of the system where the bibliographic record originated
    Originating System Version The version of the originating system
    Peer Reviewed Indicates if the article was peer reviewed
    Provider Name The name of the provider
    Record Format The format of the bibliographic record. Examples:
    • MARC 21
    • DC
    • KORMARC
    • CNMARC
    • UNIMARC
    Suppressed from Discovery Indicates whether the record is suppressed from external discovery systems

    Patron Details

    The Patron Details table is a dimension table that stores the patron details at the time of the loan. The primary key of the table is ITEM_LOAN_ID
    The values of this table are from the time of loan.
    Patron Details
    Field Description Additional Information
    Patron Group The user group defined for the user at the time of the loan.  
    Patron ID Stores the unique identifier of the patron to whom the item is loaned  
    Patron Job Title Stores the job title of the patron to whom the item is loaned. Users in the library may be given titles based on their role in the library.  
    Patron Record Type Indicates whether the patron to whom the item is loaned is a staff member  
    Patron Type Stores the type of the patron to whom the item is loaned. Users are grouped into types. Internal is a user type that has been created by the library. External is a type of user of the library supplied/created from the student information system.  

    Borrower Details

    The Borrower Details table is a dimension table that stores the details about the user to whom the item is loaned.
    The values of this table are the current values if they have changed from the time of the loan.
    For privacy reasons related to security requirements, loans may require anonymization after a defined period of time. Once anonymized, the specific user details are no longer viewable and Analytics retrieves NULL for these values.
    • Many institutions store information about individuals, including personal details and information about their activities. Due to privacy concerns, some institutions are required to anonymize the data on a regular basis.
    • Alma offers the option to delete such user information for fulfillment and resource sharing activities. The information is deleted for activities that have been completed, such as completed loans, closed fines and fees, or resource sharing borrowing requests.
    • You can configure Alma to delete the more specific information (for example, User ID) and retain the more general user information (for example, User Group and Job Title).
    • The information that is not anonymized can be included in Analytics reports.
    • For more information concerning anonymization, see Security and Data Privacy.
    Field Description Additional information
    User ID Stores the unique ID of the user  
    Primary identifier Stores the primary identifier that the user uses in order to log on to Alma See the field location in Alma in the image below.
    User Title The title of the user  
    User Type Stores the values Internal and External.
    • Internal - An internal user is one whose core user details are managed within the system such as user name, password, contact information, and so forth.
    • External - An external user is one whose core user details are managed by a student information system.
    See the field location in Alma in the image below.
    User Group Stores the group with which the user is associated such as Faculty, Graduate, or Student See the field location in Alma in the image below.
    User Record Type Indicates if the user is a Public User or a Staff User See the field location in Alma in the image below.
    First Name Stores the user’s first name See the field location in Alma in the image below.
    Full Name The user's first and last name There is no option to include the middle name.
    Last Name Stores the user’s last name See the field location in Alma in the image below.
    Middle Name Stores the middle name of the user See the field location in Alma in the image below.
    Preferred First Name Stores the user’s preferred first name See the field location in Alma in the image below.
    Preferred Last Name Stores the user’s preferred last name See the field location in Alma in the image below.
    Preferred Middle Name Stores the user's preferred middle name See the field location in Alma in the image below.
    Job Description Stores free-form text that describes the function of the user in the library See the field location in Alma in the image below.
    Job Title Stores the job category definition to which the user belongs based on the Job Categories code table See the field location in Alma in the image below.
    Gender Possible values are taken from the Genders code table (Configuration > User Management > User Details > Genders) See the field location in Alma in the image below.
    Birth Date Stores the birth date of the user See the field location in Alma in the image below.
    Campus Code Stores the campus code of the user See the field location in Alma in the image below.
    Status Date Stores the date on which the patron was registered in the institution See the field location in Alma in the image below.
    Status Indicates if the user is active See the field location in Alma in the image below.
    Creation Date Stores the date that the user was created in the system See the field location in Alma in the image below.
    Last Activity Date The last date that a patron made a request or borrowed or returned an item  
    Modified By Stores the name of the user that modified the user record See the field location in Alma in the image below.
    Modification Date Stores the date of the modification of the user record See the field location in Alma in the image below.
    Expiry Date Stores the date on which the user is to expire and no longer be able to get service from the system See the field location in Alma in the image below.
    Changing the user expiry date is one way to control item due dates that extend beyond the end of a semester and must be shortened to the end of the semester. For more information, see How to Make Items Have Due Dates at the End of the Semester.
    Locked Out Date Indicates the date on which the user is locked out. A user is locked out if he tries to access the Alma system several times with incorrect credentials.  
    Purge Date Stores the date on which the user record is to be deleted from Alma See the field location in Alma in the image below.
    Default Language Stores the default language of the user See the field location in Alma in the image below.
    Failed Authentication Stores the number of times that the user tried to access Alma with an incorrect password  
    Creator Stores the user name of the user that created the user in the system See the field location in Alma in the image below.
    External ID Stores the ID of the user in the originating system  
    Identifier 1 Stores identifier 1. The identifier field allows you to enrich the user details exported to Analytics with additional identifiers. Selecting a specific identifier to be included in the user details is done in Alma (in a table that is currently restricted to Ex Libris staff). For assistance in defining this field, contact Ex Libris Support.
    Only one value per identifier is supported.
    Identifier 2 Stores identifier 2. See details for the Identifier 1 field above.  
    IdP Service in Use Indicates if an identity provider service is in use  
    Statistical Categories 1-10 These fields allow you to map ten statistical categories. This allows you to filter reports based on advanced user information typically stored in the statistical category fields. For more information, see Configuring Statistical Categories for Analytics.  
    Resource Sharing Library Code The code of the resource sharing library assigned to the user.  
    Resource Sharing Library The resource sharing library assigned to the user.  
    Cataloger Level The cataloger level of the user  
    Has Role Other Than Patron indicates if the patron has a role other than Patron  
    Has Role Other Than Patron and Instructor  Indicates if the patron has a role other than Patron and Instructor  
    Is Blocked Indicates if the patron is blocked  
    Patron Letters Opt In The letters for which the patron has opted in  
    Patron Letters Opt Out The letters for which the patron has opted out  
    User – Linked From Other Institution Indicates if the user is linked from another institution Possible values:
    • yes
    • no
    User – Linked From Institution Code The code of the institution from which the user is linked  
    User – Linked From Institution Name The name of the institution from which the user is linked  
    Linked To Other Institution Indicates if the user is linked to another institution  
    User Group Code The user group code  
    users_report1.png
    users_report2.png
    user_details_page_new.png

    Preferred Contact Information

    The Preferred Contact Information table is a dimension table that stores the details about the user's preferred contact information such as preferred address, preferred phone, preferred email. and preferred SMS phone number.
    For privacy reasons related to security requirements, loans may require anonymization after a defined period of time. Once anonymized, the preferred contact information is no longer viewable and analytics retrieves NULL for these values.
    Preferred Contact Information
    Field Description Additional Information
    Line1 Stores the first line of the user's preferred address  
    Line2 Stores the second line of the user's preferred address  
    Line3 Stores the third line of the user's preferred address  
    Line4 Stores the fourth line of the user's preferred address  
    Line5 Stores the fifth line of the user's preferred address  
    City Stores the city of the user's preferred address  
    Postal Code Stores the postal code of the user's preferred address  
    Country Stores the country of the user's preferred address  
    State Province Stores the state or province of the user's preferred address  
    Address Type Stores the type of the preferred address such as home or work  
    Preferred Phone Number Stores the user's preferred phone number  
    Preferred SMS Stores the user's preferred phone number for SMS  
    Preferred Email Stores the user's preferred email for correspondence  
    Preferred Contact Note Stores a note regarding the user's preferred address  

    Loan Operator Details

    The Loaned By table is a dimension table that stores the details about the staff user that created the loan, such as name, job title, and status.
    The field descriptions can be found in the User Details shared dimension.
    Loan Operator Details
    Field Description Additional information
    User ID Stores the unique ID of the user  
    Primary identifier Stores the primary identifier that the user uses in order to log on to Alma See the field location in Alma in the figure Alma User Details Page – General Information, below.
    User Type Stores the values Internal, Internal with external authentication, or External.
    • Internal - An internal user is one whose core user details are managed within the system such as user name, password, contact information, and so forth.
    • Internal with external authentication - like Internal type except that the user name and password are managed externally.
    • External - An external user is one whose core user details are managed by a student information system.
    See the field location in Alma in the figure Alma User Details Page – General Information, below.
    User Group Stores the group with which the user is associated such as Faculty, Graduate, or Student See the field location in Alma in the figure Alma User Details Page – General Information, below.
    User Record Type Indicates if the user is a Public User or a Staff User See the field location in Alma in the figure Alma User Details Page – General Information, below.
    First Name Stores the user’s first name See the field location in Alma in the figure Alma User Details Page – General Information, below.
    Last Name Stores the user’s last name See the field location in Alma in the figure Alma User Details Page – General Information, below.
    Middle Name Stores the middle name of the user See the field location in Alma in the figure Alma User Details Page – General Information, below.
    Preferred First Name Stores the user’s preferred first name See the field location in Alma in the image below.
    Preferred Last Name Stores the user’s preferred last name See the field location in Alma in the image below.
    Preferred Middle Name Stores the user's preferred middle name See the field location in Alma in the image below.
    Job Description Stores free-form text that describes the function of the user in the library See the field location in Alma in the figure Alma User Details Page – General Information, below.
    Job Title Stores the job category definition to which the user belongs based on the Job Categories code table See the field location in Alma in the figure Alma User Details Page – General Information, below.
    Gender Stores male or female See the field location in Alma in the figure Alma User Details Page – General Information, below.
    Birth Date Stores the birth date of the user See the field location in Alma in the figure Alma User Details Page – General Information, below.
    Campus Code Stores the campus code of the user See the field location in Alma in the figure Alma User Details Page – General Information, below.
    Status Date Stores the date on which the patron was registered in the university See the field location in Alma in the figure Alma User Details Page – General Information, below.
    Expiry Date Stores the date on which the user is to expire and no longer be able to get service from the system

    Changing the user expiry date is one way to control item due dates that extend beyond the end of a semester and must be shortened to the end of the semester. For more information, see How to Make Items Have Due Dates at the End of the Semester.

    See the field location in Alma in the figure Alma User Details Page – General Information, below.

    Birth Date Stores the birth date of the user  
    Status Indicates if the user is active See the field location in Alma in the figure Alma User Details Page – General Information, below.
    Creation Date Stores the date that the user was created in the system See the field location in Alma in the figure Alma User Details Page – General Information, below.
    Last Activity Date The last date that a patron made a request or borrowed or returned an item  
    Modified By Stores the name of the user that modified the user record See the field location in Alma in the figure Alma User Details Page – General Information, below.
    Modification Date Stores the date of the modification of the user record See the field location in Alma in the figure Alma User Details Page – General Information, below.
    Locked Out Date Indicates the date on which the user is locked out. A user is locked out if he tries to access the Alma system several times with incorrect credentials.  
    Purge Date Stores the date on which the user record is to be deleted from Alma See the field location in Alma in the figure Alma User Details Page – General Information, below.
    Default Language Stores the default language of the user See the field location in Alma in the figure Alma User Details Page – General Information, below.
    Failed Authenticati on Stores the number of times that the user tried to access Alma with an incorrect password  
    Creator Stores the user name of the user that created the user in the system See the field location in Alma in the figure Alma User Details Page – General Information, below.
    External ID Stores the ID of the user in the originating system  
    Identifier 1 Stores identifier 1. The identifier field allows you to enrich the user details exported to Analytics with additional identifiers. Choosing a specific identifier to be included in the user details is done in Alma (in a table that is currently restricted to Ex Libris staff). For assistance in defining this field, contact Ex Libris Support.  
    Identifier 2 Stores identifier 2. See details in "identifier 1" above.  
    IdP Service in Use Indicates if an identity provider service is in use  
    Statistical Categories 1-5 These fields allow you to map five statistical categories. This allows you to filter reports based on advanced user information typically stored in the statistical category fields.  
    Resource Sharing Library Code The code of the resource sharing library assigned to the user.  
    Resource Sharing Library The resource sharing library assigned to the user.  
    Some of the fields of the Loan Operator Details dimension are taken from the fields of the User Details page:
    user_details_page_new.png
    Alma User Details Page – General Information

    Return Operator Details

    The returned By table is a dimension table that stores the details about the staff user that returned the loan, such as name, job title, and status.
    The field descriptions can be found in the User Details shared dimension.
    Return Operator Details
    Field Description Additional information
    User ID Stores the unique ID of the user  
    Primary identifier Stores the primary identifier that the user uses in order to log on to Alma See the field location in Alma in the figure Alma User Details Page – General Information, below.
    User Type Stores the values Internal, Internal with external authentication, or External.
    • Internal - An internal user is one whose core user details are managed within the system such as user name, password, contact information, and so forth.
    • Internal with external authentication - like Internal type except that the user name and password are managed externally.
    • External - An external user is one whose core user details are managed by a student information system.
    See the field location in Alma in the figure Alma User Details Page – General Information, below..
    User Group Stores the group with which the user is associated such as Faculty, Graduate, or Student See the field location in Alma in the figure Alma User Details Page – General Information, below.
    User Record Type Indicates if the user is a Public User or a Staff User See the field location in Alma in the figure Alma User Details Page – General Information, below.
    First Name Stores the user’s first name See the field location in Alma in the figure Alma User Details Page – General Information, below.
    Last Name Stores the user’s last name See the field location in Alma in the figure Alma User Details Page – General Information, below.
    Middle Name Stores the middle name of the user See the field location in Alma in the figure Alma User Details Page – General Information, below.
    Preferred First Name Stores the user’s preferred first name See the field location in Alma in the image below.
    Preferred Last Name Stores the user’s preferred last name See the field location in Alma in the image below.
    Preferred Middle Name Stores the user's preferred middle name See the field location in Alma in the image below.
    Job Description Stores free-form text that describes the function of the user in the library See the field location in Alma in the figure Alma User Details Page – General Information, below.
    Job Title Stores the job category definition to which the user belongs based on the Job Categories code table See the field location in Alma in the figure Alma User Details Page – General Information, below.
    Gender Stores male or female See the field location in Alma in the figure Alma User Details Page – General Information, below.
    Birth Date Stores the birth date of the user See the field location in Alma in the figure Alma User Details Page – General Information, below.
    Campus Code Stores the campus code of the user See the field location in Alma in the figure Alma User Details Page – General Information, below.
    Status Date Stores the date on which the patron was registered in the university See the field location in Alma in the figure Alma User Details Page – General Information, below.
    Expiry Date Stores the date on which the user is to expire and no longer be able to get service from the system Changing the user expiry date is one way to control item due dates that extend beyond the end of a semester and must be shortened to the end of the semester. For more information, see How to Make Items Have Due Dates at the End of the Semester.
    Birth Date Stores the birth date of the user  
    Status Indicates if the user is active See the field location in Alma in the figure Alma User Details Page – General Information, below.
    Creation Date Stores the date that the user was created in the system See the field location in Alma in the figure Alma User Details Page – General Information, below.
    Last Activity Date The last date that a patron made a request or borrowed or returned an item  
    Modified By Stores the name of the user that modified the user record See the field location in Alma in the figure Alma User Details Page – General Information, below.
    Modification Date Stores the date of the modification of the user record See the field location in Alma in the figure Alma User Details Page – General Information, below.
    Expiry Date Stores the date on which the user is to expire and no longer be able to get service from the system See the field location in Alma in the figure Alma User Details Page – General Information, below.
    Locked Out Date Indicates the date on which the user is locked out. A user is locked out if he tries to access the Alma system several times with incorrect credentials.  
    Purge Date Stores the date on which the user record is to be deleted from Alma See the field location in Alma in the figure Alma User Details Page – General Information, below.
    Default Language Stores the default language of the user See the field location in Alma in the figure Alma User Details Page – General Information, below.
    Failed Authenticati on Stores the number of times that the user tried to access Alma with an incorrect password  
    Creator Stores the user name of the user that created the user in the system See the field location in Alma in the figure Alma User Details Page – General Information, below.
    External ID Stores the ID of the user in the originating system  
    Identifier 1 Stores identifier 1. The identifier field allows you to enrich the user details exported to Analytics with additional identifiers. Choosing a specific identifier to be included in the user details is done in Alma (in a table that is currently restricted to Ex Libris staff). For assistance in defining this field, contact Ex Libris Support.  
    Identifier 2 Stores identifier 2. See details in "identifier 1" above.  
    IdP Service in Use Indicates if an identity provider service is in use  
    Statistical Categories 1-5 These fields allow you to map five statistical categories. This allows you to filter reports based on advanced user information typically stored in the statistical category fields.  
    Resource Sharing Library Code The code of the resource sharing library assigned to the user.  
    Resource Sharing Library The resource sharing library assigned to the user.  
    Some of the fields of the Return Operator Details dimension are taken from the fields of the User Details page:
    user_details_page_new.png
    Alma User Details Page – General Information

    Last Renewal Date

    The Last Renewal Date table is a dimension table that stores details about the renewal date of a specific loan. This dimension was created before the Renewal Date dimension was added and is less useful now. The primary keys are Date_Key.
    Last Renewal Date
    Field Description Additional Information
    Last Renewal Date The last renewal date in the date format 2/29/2012.  
    Last Renewal Start of Week The date of the first business day of the week  
    Last Renewal Week Number The number of the week of the year  
    Last Renewal Month Key Stores the month of the date in number format such as 2 for February This field is useful when you want to sort by month
    Last Renewal Month Stores the month of the date in month description format such as February  
    Last Renewal Full Month Stores the month and the year of the date in a display format such as Feb 12  
    Last Renewal Quarter Stores the quarter of the date in a display format such as Q1  
    Last Renewal Year Stores the year of the date in string format such as 2012  
    Last Renewal Fiscal Year Stores the fiscal year of the date in string format such as 2012.  
    Last Renewal Date Filter Used to filter report results by date  
    Last Renewal Date Stores the Hierarchy column that allows the user to drill down from the year to the month to the specific loan date. Using this column provides the user with the option to view the accumulative measures in each level of the hierarchy.  

    Physical Item Details

    The Physical Item Details table is a dimension table that stores details about the physical item details. The primary key is ITEM_ID.
    Physical Item Details
    Field Description Additional Information
    Alternative Call Number Type An alternative call number type.  
    Barcode The unique identifier of the specific physical item.  
    Base Status Indicates the availability of the item in its permanent location (in place/not in place).  
    Chron I The main level of chronology - usually the year.  
    Chron J-M Additional chronology fields  
    Creation Date The date that the physical item was created.  
    Creator The username of the operator that created the physical item.  
    Description The description of the item.  
    Display Alternative Call Number A normalized alternative call number for display.  
    Display Temp Call Number A normalized temporary call number for display.  
    Due Back Date Indicates the date that the item is due back at the library.  
    Enum A The main level of enumeration - usually the volume.  
    Enum B-H Additional enumeration fields  
    Expected Receiving Date The date when a purchased item is expected to arrive at the library.  
    Fulfillment Note The fulfillment note.  
    Has Committed to Retain Indicates if the library has committed to retain the item  
    Internal Note 1-3 Holds internal notes  
    Inventory Date The last time inventory was checked (not currently in use).  
    Inventory Number The inventory number  
    Inventory Price The price of the physical inventory for each physical item  
    Is Magnetic Whether the item is magnetic material or not.  
    Item Copy ID The ID of the copy of the item The field “Item Copy ID” folder comes from the item record and not from the holdings record. It is visible in the physical item editor in the “general” tab and is called “Copy ID”.
    Item Policy Defines the conditions under which a request for this item can be fulfilled.  
    Last Loan Date The last time the item was loaned.  
    Lifecycle Indicates whether the item is active or deleted.  
    Material Type Describes the nature of the material represented by the item record.  
    Modification Date The date that the physical item was modified.  
    Modified By The user that modified the physical item.  
    Originating System ID The ID of the item in the source system from which it has been imported.  
    Permanent Call Number The permanent call number.  
    Physical Condition The physical condition of the item. Possible values:
    • Brittle
    • Damaged
    • Deteriorating
    • Fragile
    • None
    Process Type When the item is being processed (acquisition/loan/bindery/etc) this indicates the type of processing.  
    Provenance Code A code used to identify separate items that belong to different groups (but may be shelved together).  
    Receiving Date The date the material was actually received/activated for the first time.  
    Receiving Date and Time The date and time the material was actually received/activated for the first time  
    Replacement Cost The replacement cost In order to filter your report based on the Replacement Cost field, you must add a second copy of this field and edit the formula with the following CAST("Physical Item Details"."Replacement cost" AS DOUBLE). This causes Alma Analytics to treat the field as numeric.
    Retention Note A free-text note concerning the library's commitment to retain the item  
    Retention Reason The reason the library has committed to retain the item  
    Statistics Note 1-3 Holds statistic notes  
    Temp Call Number Type A call number type provided when the item is in a temporary location.  
    Temp Physical Location In Use Whether the item is currently (at the time at which the report is run) in a temporary location or in a permanent location. 

    For example:

    An item was moved from a permanent location to a temporary location on November 28, 2017. It was loaned on November 29, 2017, and when it was loaned, it was still in a temporary location. It was returned from loan on December 13, 2017. On December 14, 2017 it was returned to its permanent location.

    If an Analytics report was run between November 28 and December 13, the Temp Physical Location In Use is Yes. If the report was run before November 28 or after December 13, the Temp Physical Location In Use is No.

     
    Times Loaned The number of loans including pre-migration. The Loans measures in the "Loan" folder include all loans in Alma, while "Times Loaned" includes all loans in Alma and also loans from pre-migration.  

    Institution

    The shared Institution dimension allows the Network Zone to view reports according to institution. It is available in every subject area. It contains the following fields:
    Institution
    Field Description Additional information
    Institution Code The code of the institution.  
    Institution Name The name of the institution.  
    Institution Timezone The timezone of the institution  
    Data Available As Of When the data became available to analytics  
    Data Updated As Of When the data was taken from Alma  
    If an analytics report is run from the Network Zone in a collaborative network implementing a Network Zone, all member institutions are included in the report for Institution Code and Institution Name.
    If an analytics report is run from an institution that is not part of a collaborative network implementing a Network Zone, only the single institution from which the report is run is included in the report for Institution Code and Institution Name.
    Reports involving data across a collaborative network implementing a Network Zone may take longer to run than reports within one institution.

    Shared Dimensions with Other Subject Areas

    For information concerning shared dimensions with other subject areas, see Shared Dimensions.