Fulfillment

Field Descriptions

The following lists the fields available in Fulfillment.

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 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

The following appears:

Loans

In the following example, the number of renewals is filtered by renewal year=2013:

Renewals Filter

The following appears:

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

The report appears as follows:

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 and never located; otherwise, it is populated with 0.
Claimed Returns	Populated with 1 if the patron claims that the item was returned and the item was never located located; 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.

Fulfillment 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
Policy Constant	Stored only if the due date is a constant value	See the field location in the Advanced Policy Configuration screenshot below
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

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
New for August! Loan Year-Month	The year and the month in a format such as 2023-1
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
New for August! Due Year-Month	The year and the month in a format such as 2023-1
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
New for August! Return Year-Month	The year and the month in a format such as 2023-1
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
New for August! Renewal Year-Month	The year and the month in a format such as 2023-1

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	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.

For a Knowledge Article related to LC Classifications, see Analytics LC Classification code shows Unknown even though a call number is present in Alma.

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	This field is empty if the library is deleted.
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	This field is empty if the library is deleted.
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) 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.)

The Bibliographic Details table contains two kinds of fields, those derived from the MARC record and those that come from Alma. Although in analytics there is no distinction made between these fields, for explanatory purposes we have divided them into two tables below.

Bibliographic Details
Field	Note	Mapping from MARC21	Mapping from UNIMARC	Mapping from Dublin Core
Author		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		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		010 excluding numeric subfields	020 a	dcterms:identifier dcterms:ISBN, dcterms:identifier dcterms:ISSN
Bibliographic Level		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		Position 0 of the 007 field	200 b	dc:type
DC Description		Relevant only for Dublin Core	Relevant only for Dublin Core	dc:description dcterms:description dcterms:abstract
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		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		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		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		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		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		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		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		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		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		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.
Series		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		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		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, $g.	245 a,n,p,h,b,c,f,g,k,s	200 a-i	Currently empty, planned to come from dc:alternative
Title (Filing)	The title with common words such as "The" and "An" removed to help with sorting the title alphabetically. Any text between double arrows (<<>>) is removed. For a video describing the use of this field, see Sort Analytics Reports by Filing Title - Ignoring "The", "A", and "An".	240 a,c,p 245 a,c,p	200 a,e 500	Not relevant for Dublin Core
Title (Normalized)	The normalized Title. This field is useful when you want to use the normalized title from one subject area to compare with a report with fields from a different subject area. This field is built in the following manner: Alma does the following to the 245 field (except subfields c,h,6 and 8) in the following order: Removes non filing text. Removes <<>> and anything between them. Removes these characters: []\|,.;:" Changes these characters to a space: !@#$%^&*()_+-={}\<>?/~' Changes characters to lowercase. 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
Title Committed to Retain	Indicates (Y/N) if the bibliographic record is marked as Committed to Retain	Configurable from Configuration > Resources > Collection Retention > Bibliographic Collection Retention Definition. For more information, see Bibliographic Record Retention.
Type of date		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 Field Exists	Indicates if 856 subfield u contains data
Uniform Title		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	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	The creation date. Date fields can consist of a partial date, such as just the year or a month and year.
Creation Date (Calendar)	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	The name of the user that created the record
Dewey Classification	The Dewey Classification
Dewey Classification Top Line	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	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 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. The data in the local parameters is limited to 3900 characters. (New for August!) If you want to have the labels of the local parameters displayed in analytics, configure the analytics_display_local_params parameter (Configuration > Analytics > General Configuration > Other Settings) to true.
Managed by Provider	Indicates if the electronic resource is managed by the provider
MMS ID	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	The modification date. Date fields can consist of a partial date, such as just the year or a month and year.
Modification Date (Calendar)	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	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 patron details are the current user details, unless they were anonymized, in which case they remain the same as at time of the 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 borrower details are the current user details unless they were anonymized. (For privacy reasons related to security requirements, loans may require anonymization after a defined period of time.)

If anonymized, borrower details remain with the same values as at the time of the loan for Job Title, User Type, User Group, and Statistical Category 1-10. The rest of the user details, once anonymized, 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

Alma User Details Page – General Information

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 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 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:

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:

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
New for August! Last Renewal Year-Month	The year and the month in a format such as 2023-1
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.	Configured from Configuration > General > Add a Library or Edit Library Information > Summary tab. The label in Alma is Code located on the right pane.
Institution Name	The name of the institution.	Configured from Configuration > General > Add a Library or Edit Library Information > Summary tab. The label in Alma is Organization unit name.
Institution Timezone	The timezone of the institution.	The timezone is set during implementation.
Data Available As Of	When the institution data became available in analytics.	Displayed at the bottom of the main Analytics menu.
Data Updated As Of	When the institution data was taken from the Alma database.	Displayed at the bottom of the main Analytics menu.

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.