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    Physical Items

    Analytics
    Using the Physical Items area (formerly Inventory), the Design Analytics user may create reports/dashboards for the Physical Items area and is able to answer the following types of business questions:
    • How many physical Items exists per Library/Location
    • List of all the titles based on their process type
    • Number of Physical Items per material type
    • How many times each item was loaned
    • What is the last date that the item was loaned
    physical_items_star.gif
    Star Diagram – Physical Items

    Field Descriptions

    The following fields are available in Physical Items.
    physical_items_field_descriptions.png
    Physical Items – Field Descriptions

    Physical Item Details

    The Physical Item Details table is a fact table that stores all measures relating to specific physical items such as number of items, time loaned, etc. This table also holds details about the physical items including barcode and material type. The primary key is ITEM_ID.
    Physical Item Details
    Field Description Additional Information
    Num of Items (Deleted + In Repository) Stores the number of deleted + in repository items (one for each item) See the field location in Alma in the figure List of Holdings, below.
    Num of Items (In Repository) Stores the number of in repository items (one for each item)  
    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.

    This number includes loans that were handled in Alma and includes migrated data.

    Num of Loans (In House) The number of items that were used in the library, but not actually loaned This number includes loans that were handled in Alma and includes migrated data.
    Num of Loans (Not In House) The number of items that were actually loaned This number includes loans that were handled in Alma and includes migrated data.
    Num of Requests (Total) The total number of requests  
    Num of Requests (Booking) The number of booking requests  
    Num of Requests (Digitization) The number of digitization requests  
    Num of Requests (General Hold) The number of general hold requests  
    Num of Requests (Physical Item) The number of physical item requests  
    Accession Number A sequential code used to file items on the shelf.  
    Barcode The unique identifier of the specific physical item See the field location in Alma in the figure Physical Items Details Fields in Physical Item Editor – General Information Tab, below.
    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 See the field location in Alma in the figure Physical Items Details Fields in Physical Item Editor – General Information Tab, below.
    Chron J-M Additional chronology fields  
    Creation Date Holds the date the physical item was created This date is assigned by Alma when the physical item is created.
    Creator Holds the username of the operator that created the physical item  
    Description Description of the item See the field location in Alma in the figure Physical Items Details Fields in Physical Item Editor – General Information Tab, below.
    Display Temp Call Number A normalized temporary call number for display See the field location in Alma in the figure Physical Items Details Fields in Physical Item Editor – General Information Tab, below.
    Due Back Date Indicates the date that an item in a temporary location is due back to its permanent location See the field location in Alma in the figure Physical Items Details Fields in Physical Item Editor – General Information Tab, below.
    Enum A The main level of enumeration - usually the volume See the field location in Alma in the figure Physical Items Details Fields in Physical Item Editor – General Information Tab, below.
    Enum B-H Additional enumeration fields  
    Expected Receipt Date The date when a purchased item is expected to arrive at the library See the field location in Alma in the figure Physical Items Details Fields in Physical Item Editor – General Information Tab, below (Expected Receipt Date).
    Fulfillment Note The Fulfillment note For more information, see the Physical Item Editor Page - Notes Tab table in Updating Item-Level Information.
    Has Committed to Retain Indicates if the library has committed to retain the item. This enables librarians to mark items and prevent them from being withdrawn. This feature is also supported in import, export and API workflows.
    IEP The IE number for physical items You can use this identifier to reconcile Analytics data, which has only MMS IDs, with the number from record IDs supplied to Primo from Alma. You can then pass the results to a reading list system in order to make relegation and capacity decisions. This number is essential for reports on Fulfillment activity where this number is the only common ID between the two systems.
    This is the PID or Publishing ID in Alma.
    Internal Note
    1-3
    Internal notes 1-3 For more information, see the Physical Item Editor Page - Notes Tab table in Updating Item-Level Information.
    Inventory Date The last time inventory was checked This field is a calendar field that can be edited manually using the item editor. It can be used for any need. The common use is to track missing items. To do this, enter the date that a missing item was last searched for in the Inventory Date field.
    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. This is used in the circulation desk in order not to desensitize magnetic material
    See the field location in Alma in the figure Physical Items Details Fields in Physical Item Editor – General Information Tab, below.

    Item Call Number

    The item call number for display

     

    See the field location in Alma in the figure Physical Items Details Fields in Physical Item Editor – General Information Tab, below.

    Item Call Number Type

    The item call number type

     

    See the field location in Alma in the figure Physical Items Details Fields in Physical Item Editor – General Information Tab, below.
    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 Issue Date (Calendar) The issue date of the physical item. Calendar Date fields 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.
    Item Policy The name of the item policy that defines the conditions under which a request for this item can be fulfilled See the field location in Alma in the figure Physical Items Details Fields in Physical Item Editor – General Information Tab, below.
    Last Loan Date The last time the item was loaned This loan measure includes migrated data,
    Last Loan Date (In House) The last time the item was used in the library, but not actually loaned This field is available only for loans that were handled in Alma and does not include migrated data.
    Last Loan Date (Not in House) The last time the item was actually loaned This field is available only for loans that were handled in Alma and does not include migrated data. 
    Lifecycle Indicates whether the item is active or deleted The following are possible values:
    • Active – the item is active
    • Deleted – the item was deleted
    • None – the item has a holding record, but not an item record
    Material Type Describes the nature of the material represented by the item record See the field location in Alma in the figure Physical Items Details Fields in Physical Item Editor – General Information Tab, below.
    Modification Date Holds the date the physical item was modified  
    Modified By Holds the user name that modified the physical item  
    Originating System ID The ID of the item in the source system from which it has been imported See the field location in Alma in the figure MARC Record Simple View, below.
    Physical Condition The physical condition of the item. Possible values:
    • Brittle
    • Damaged
    • Deteriorating
    • Fragile
    • None
    Physical Item ID The ID of the physical item  
    Pieces The item’s number of pieces.  
    Process Type When the item is being processed (acquisition/loan/bindery/etc) this indicates the type of processing See the field location in Alma in the figure Physical Items Details Fields in Physical Item Editor – General Information Tab, below.
    Process Type Date The date that the process type was changed Data for this field is available from August 2017 and later.
    Provenance Code A code used to identify separate items that belong to different groups (but may be shelved together) See the field location in Alma in the figure Physical Items Details Fields in Physical Item Editor – General Information Tab, below.
    Public Note    
    Receive Number A sequential number assigned by the library to help maintain inventory. For more information, see Configuring Physical Item Sequences.
    Receiving Date (Calendar) The date the material was actually received/activated for the first time See the field location in Alma in the figure Physical Items Details Fields in Physical Item Editor – General Information Tab, below.
    Receiving Date and Time The date and time the material was actually received/activated for the first time See the field location in Alma in the figure Physical Items Details Fields in Physical Item Editor – General Information Tab, below.
    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. The list of reasons can be configured by an administrator.
    Statistics Note 1-3 Holds statistic notes See the field location in Alma in the figure Physical Item Editor – Notes Tab, below.
    For more information, see the Physical Item Editor Page - Notes Tab table in Updating Item-Level Information.
    Storage Location ID The ID of the storage location.
    Temporary Call Number Type A call number type provided when the item is in a temporary location See the field location in Alma in the figure Physical Items Details Fields in Physical Item Editor – General Information Tab, below.
    Temporary Item Policy The code of the temporary item policy  
    Temporary Library The temporary library  
    Temporary Library Code (Active) The code of the active (not deleted) temporary library  
    Temporary Library Name (Active) The name of the active (not deleted) temporary library  
    Library Address Line 1 The first line of the address of the institution. It usually includes the building number and the street name. Configured from Configuration > General > Add a Library or Edit Library Information > Contact Information tab. This is taken from the address configured as the Preferred address.

    The label in Alma is Address Line 1.

    Library City The city of the library. Configured from Configuration > General > Add a Library or Edit Library Information > Contact Information tab. This is taken from the address configured as the Preferred address.

    The label in Alma is City.

    Library Country The country of the library. Configuration > General > Add a Library or Edit Library Information > Contact Information tab. This is taken from the address configured as the Preferred address.

    The label in Alma is Country.

    Library Postal Code The postal code of the library. Configured from Configuration > General > Add a Library or Edit Library Information > Contact Information tab. This is taken from the address configured as the Preferred address.

    The label in Alma is Postal code.

    Library State Province The state or province of the library. Configured from Configuration > General > Add a Library or Edit Library Information > Contact Information tab. This is taken from the address configured as the Preferred address.

    The label in Alma is State/Province.

    Temporary 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.

    See the field location in Alma in the figure Physical Items Details Fields in Physical Item Editor – General Information Tab, below.
    Times Loaned The number of loans including pre-migration. The Num of Loans measures include all loans in Alma, while "Times Loaned" includes all loans in Alma and also loans from pre-migration.  
    Weeding Date A date assigned by the library as the weeding date. By default it is the date that the weeding number was assigned  
    Weeding Number A sequential number assigned by the library to help maintain inventory. For more information, see Configuring Physical Item Sequences.
    Most of the fields of the Physical Items details dimension are taken from the fields of the Physical Item Editor:
    physical_item_editor_general_information.png
    Physical Items Details Fields in Physical Item Editor – General Information Tab
    originating_sys_id.png
    MARC Record Simple View
    physical_item_editor_notes_tab.png
    Physical Item Editor – Notes Tab

    Loan Measures

    The Loan Measures table is a measures table that contains measure fields that display the number of loans per item that were made either in the past two, three, four, five, or more than five years ago for either in house, not in house, or total loans. A year is calculated from the same calendar day of the previous year.
    Loan Measures
    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 from the beginning of your Alma installation  
    Num of Loans (In House) The number of items that were used in the library, but not actually loaned from the beginning of your Alma installation  
    Num of Loans (Not In House) The number of items that were actually loaned from the beginning of your Alma installation  
    Num of Loans Last Year The sum of the in house loans and the not in house loans in the past year  
    Num of Loans (In House) Last Year The number of items that were used in the library, but not actually loaned in the past year  
    Num of Loans (Not In House) Last Year The number of items that were actually loaned in the past year  
    Num of Loans Last 2 Years The sum of the in house loans and the not in house loans in the past 2 years  
    Num of Loans (In House) Last 2 Years The number of items that were used in the library, but not actually loaned in the past 2 years  
    Num of Loans (Not In House) Last 2 Years The number of items that were actually loaned in the past 2 years  
    Num of Loans Last 3 Years The sum of the in house loans and the not in house loans in the past 3 years  
    Num of Loans (In House) Last 3 Years The number of items that were used in the library, but not actually loaned in the past 3 years  
    Num of Loans (Not In House) Last 3 Years The number of items that were actually loaned in the past 3 years  
    Num of Loans Last 4 Years The sum of the in house loans and the not in house loans in the past 4 years  
    Num of Loans (In House) Last 4 Years The number of items that were used in the library, but not actually loaned in the past 4 years  
    Num of Loans (Not In House) Last 4 Years The number of items that were actually loaned in the past 4 years  
    Num of Loans Last 5 Years The sum of the in house loans and the not in house loans in the past 5 years  
    Num of Loans (In House) Last 5 Years The number of items that were used in the library, but not actually loaned in the past 5 years  
    Num of Loans (Not In House) Last 5 Year The number of items that were actually loaned in the past 5 years  
    Num of Loans Over 5 Years Ago The sum of the in house loans and the not in house loans over 5 years ago  
    Num of Loans (In House) Over 5 Years Ago The number of items that were used in the library, but not actually loaned over 5 years ago  
    Num of Loans (Not In House) Over 5 Years Ago The number of items that were actually loaned over 5 years ago  

    Holding Details

    The Holding Details table is the dimension table that stores additional details about physical items. The primary key is ITEM_ID.
    Deleted holdings with no items are not visible in Analytics, by default. To have reports take into account deleted holdings with no items, contact Ex Libris Support.
    Holdings Details
    Field Description Additional Information
    852 MARC The first value in the 852 MARC field.  
    Accession Number A sequential code used to file items on the shelf.  
    Binding Information The binding information. From MARC holdings record 563 field
    Call Number Prefix The call number prefix. From MARC field 852, subfield k.
    Call Number Suffix The call number suffix. From the holdings record 852 field subfield m
    Copy and Version Identification Note The copy and version identification note. From the MARC holdings record 562 field
    Copy ID When multiple copies of the same title exist at the same library/location, the copy ID is used to identify each of the copies. See the field location in Alma in the figure List of Holdings, below.
    Creation Date The creation date of the holdings record  
    Creator The creator of the holdings record  
    Electronic Location and Access The electronic location and access. From the holdings record 856 field
    HOL 008 MARC The contents of the MARC 008 holdings field  
    HOL LDR MARC The contents of the MARC LDR holdings field  
    Holding ID The unique identifier of the holding See the field location in Alma in the figure List of Holdings, below.
    Holding Lifecycle Indicates if the holdings record is active or deleted.  
    Holding Local Param (1-10) Customizable fields (any local holdings field and not just a 9XX field)

    In order to make use of this field, you must contact Ex Libris Support and supply them with a three-digit MARC field code (Dublin Core is not supported). Following configuration of this field by Ex Libris Support, its value will be available in Analytics.

    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.

    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.
     
    Immediate Source of Acquisition Note The immediate source of the acquisition note. From MARC holdings record 541 field
    Method of Acquisition The method of acquisition. From MARC holdings record 008 field position 7
    Modification Date The date the record was changed  
    Modified by The user who modified the holdings record  
    Non Public Note The non-public note. From MARC holdings record 852 field subfield x
    Normalized Call Number Holds the normalized call number  
    Ownership and Custodial History The ownership and custodial history. From MARC holdings record 561 field
    Permanent Call Number A code used to file the items on the shelf See the field location in Alma in the figure List of Holdings, below.
    Permanent Call Number Type The call number type. Possible values are:
    • Source specified in subfield $2
    • None
    • Superintendent of Documents classification
    • Shelved separately
    • Shelving control number
    • Other scheme
    • National Library of Medicine classification
    • Dewey Decimal classification
    • Unknown
    • Library of Congress classification
    • Title
    Permanent Dewey Classification Top Line Store the first 3 digits of the Dewey Classification  
    Permanent LC Classification Code Stores the letters that the LC class number start with such as BF, QA, etc.  
    Permanent LC Classification Number Stores the numbers that follow the letters until the first period that is followed by a letter  
    Permanent LC Classification Top Line Stores the LC class number top line that represents the code and numbers until the first period followed by a letter. For example, when lc_class_number is NB933.F44, the top line is NB933).
    Public note The public note. From MARC holdings record 852 field subfield z
    For more information, see the Physical Item Editor Page - Notes Tab table in Updating Item-Level Information.
    Summary Holding Free-text enumeration and chronology data This information comes from the 866$a field. If the record has multiple 866 fields, the information is separated by a semicolon delimiter.
    Suppressed from Discovery Indicates if the bibliographic record is suppressed from discovery From the holdings record Suppressed From Discovery option in the MD Editor

    Possible values:

    • 0 – record not suppressed
    • 1 – record suppressed
    Suppressed from Discovery by Suppressed Location Indicates if the holdings record is suppressed from discovery because the location is suppressed (but not necessarily the record) From the Suppress from Discovery checkbox for the location in the configuration of the location
    list_of_holdings_new_UI.png
    List of Holdings Page

    Item Creation Date

    The Item Creation Date table is a dimension table that stores details about the physical item creation date. Key fields are used whenever calculations are required. Description fields may be used for formatting the display of the report. Alma stores the following types of fields:
    • Calendar Fields – These are date fields as they display in the calendar.
    • Fiscal Date Fields – These are date fields that match the institution's fiscal period. In the examples below, the fiscal period of the institution is for fiscal year 2012 that starts June 1, 2011 and ends May 31, 2012.
    Using this dimension, the user may drill down from year to month to the specific date on which the physical item was created. The number of the physical item is accumulated to the relevant level in the hierarchy.
    Item Creation Date
    Field Description Additional Information
    Item Creation Date Stores the item creation date in a date format such as 2/29/2014. All date dimensions include dates up to and including 30 years back and 20 years forward. So, for example, if today is March 17, 2021:
    • The earliest loan date that would appear is March 17, 1991.
    • The latest due date that would appear is March 17, 2041.
    Item Creation Start of Week The date of the first business day of the week  
    Item Creation Week Number The number of the week of the year  
    Item Creation 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 the month, which does not work properly when using the alphabetical field.
    Item Creation Month Stores the month of the date in month description format such as February  
    Item Creation Full Month Stores the month and the year of the date in a display format such as Feb 12 This field is useful when comparing data on a month basis between years.
    Item Creation Quarter Stores the quarter of the date in a display format such as Q1  
    Item Creation Year Stores the year of the date in number format such as 2012  
    Item Creation Fiscal Month Key Stores the fiscal month of the date in number format such as 2 for February This field is useful when you want to sort by the month, which does not work properly when using the alphabetical field.
    Item Creation Fiscal Year Stores the fiscal year of the date in a string format such as 2012. If the fiscal year description is stored in the institution fiscal period configuration table. This value is taken from there.
    Item Creation Date Filter (under construction) Used to filter the item creation date.
    The functionality of this field may change in the future, so this field should not be used for saved reports.
     
    Item Creation Year-Month The year and the month in a format such as 2023-1  
    Creation Date Stores the Hierarchy column that allows the user to drill down from the year to the month to the specific modification date. This column provides you with the option of viewing the accumulative measures in each level of the hierarchy.

    Item Modification Date

    The Modification Date table is a dimension table that stores details about modification of physical item inventory.
    The Item Modification date is the date of the last change to the item. Therefore, if on January 19, 2016 the item was in process type Acquisition, on January 20, 2016 the item was in process type Request, and on January 21, 2016 the item was in process type Loan (and no additional change to the item was made after January 21), the Item Modification Date is January 21, 2016.
    Key fields are used whenever calculations are required. Description fields may be used for formatting the display of the report. Alma stores the following types of fields:
    • Calendar Fields – These are date fields as they display in the calendar.
    • Fiscal Date Fields – These are date fields that match the institution's fiscal period. For the examples below, the fiscal period of the institution is for fiscal year 2012 that starts June 1, 2011 and ends May 31, 2012.
    Using this dimension, the user can drill down from year to month to the specific date on which the physical item was created. The number of physical item is accumulated to the relevant level in the hierarchy.
    The Item Modification Date is updated when a core activity is performed, but not a fulfillment activity.

    Manually saving a holding record will update the modification date for physical items.

    Item Modification Date
    Field Description Additional Information
    Item Modification Date Stores the item modification date in a date format such as 2/29/2014.  
    Item Modification Start of Week The date of the first business day of the week  
    Item Modification Week Number The number of the week of the year  
    Item Modification 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 the month, which does not work properly when using the alphabetical field.
    Item Modification Month Stores the month of the date in month description format such as February  
    Item Modification Full Month Stores the month and the year of the date in a display format such as Feb 12 This field is useful when comparing data on a month basis between years.
    Item Modification Quarter Stores the quarter of the date in a display format such as Q1  
    Item Modification Year Stores the year of the date in number format such as 2012  
    Item Modification Fiscal Month Key Stores the fiscal month of the date in number format such as 2 for February This field is useful when you want to sort by the month, which does not work properly when using the alphabetical field.
    Item Modification Fiscal Year Stores the fiscal year of the date in a string format such as 2012. If the fiscal year description is stored in the institution fiscal period configuration table, this value is taken from there.
    Item Modification Date Filter Used to filter the item modification date.
    The functionality of this field may change in the future, so this field should not be used for saved reports.
     
    Item Modification  Year-Month The year and the month in a format such as 2023-1  
    Modification Date Stores the Hierarchy column that allows the user to drill down from the year to the month to the specific modification date. By using this column it provides the user the option to view the accumulative measures in each level of the hierarchy.  

    Item Receiving Date

    The Receiving Date table is a dimension table that stores details about the date the item was received by the library.
    Item Receiving Date
    Field Description Additional Information
    Item Receiving Date Stores the item modification date in a date format such as 2/29/2014.  
    Item Receiving Start of Week The date of the first business day of the week  
    Item Receiving Week Number The number of the week of the year  
    Item Receiving 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 the month, which does not work properly when using the alphabetical field.
    Item Receiving Month Stores the month of the date in month description format such as February  
    Item Receiving Full Month Stores the month and the year of the date in a display format such as Feb 12 This field is useful when comparing data on a month basis between years.
    Item Receiving Quarter Stores the quarter of the date in a display format such as Q1  
    Item Receiving Year Stores the year of the date in number format such as 2012  
    Item Receiving Fiscal Month Key Stores the fiscal month of the date in number format such as 2 for February This field is useful when you want to sort by the month, which does not work properly when using the alphabetical field.
    Item Receiving Fiscal Year Stores the fiscal year of the date in a string format such as 2012. If the fiscal year description is stored in the institution fiscal period configuration table, this value is taken from there.
    Item Receiving Date Filter Used to filter the item receiving date.
    The functionality of this field may change in the future, so this field should not be used for saved reports.
     
    Item Receiving  Year-Month The year and the month in a format such as 2023-1  
    Item Receiving Date Stores the Hierarchy column that allows the user to drill down from the year to the month to the specific receiving date. By using this column it provides the user the option to view the accumulative measures in each level of the hierarchy.  

    Bibliographic Details

    The Bibliographic Details table is a dimension table that stores the bibliographic details of the physical item. The primary key of the table is MMS_ID.
    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

    Record Type Record Size
    Author The term Author refers to the individual or group of individuals responsible for creating or producing the work being documented. The author is the primary contributor to the work, and their name is typically listed prominently in the bibliographic record to identify the originator of the content. Depending on the type of work and the citation style, the author's name may be followed by additional information such as their credentials, institutional affiliation, and the date of publication. 100,110,111 700,701,710,711 Currently empty, planned to come from dc:creator, dcterms:creators VARCHAR 4000
    Author (Contributor) The Author (Contributor) role refers to the specific role or function played by an individual or group in the creation or production of a work. This role is important for cataloging and documenting the contributions of different individuals or entities to a particular resource. The Author (Contributor) role is a way to categorize and describe the responsibilities of contributors beyond just being the primary author.

    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 VARCHAR 4000
    Begin Publication Date The Begin Publication Date refers to the earliest date associated with the publication or release of a particular work. It is a critical piece of information that helps users understand when the work was first made available to the public. The publication date can be essential for citing the work correctly, tracking its historical context, and assessing its relevance to specific time periods. 008 pos. 07-10 100.Date1 Not relevant for Dublin Core VARCHAR 255
    BIB 008 MARC The contents of the MARC 008 bibliographic field. The BIB 008 field in a MARC bibliographic record is a fixed-length data element used to provide additional information about the bibliographic record itself. It contains various control information that helps catalogers and library systems manage and process the record.  008   Not relevant for Dublin Core VARCHAR 50
    BIB LDR MARC The BIB LDR refers to the Leader field (LDR) within the bibliographic record. The Leader is a fixed-length data element that provides control information about the bibliographic record itself. It is a critical component of MARC records, and each position within the Leader serves a specific purpose. The Leader field is typically 24 characters in length. The Leader field is used to convey fundamental information about the structure, organization, and characteristics of the bibliographic record. LDR   Not relevant for Dublin Core VARCHAR 50
    Bibliographic Acquisition Accession Number Note The identification code assigned to materials acquired in a single and separate transfer of custody. 541 e   Not relevant for Dublin Core VARCHAR 255
    Bibliographic ID A Bibliographic ID is a unique identifier assigned to a specific bibliographic entry or resource. It serves as a way to distinguish and locate a particular work within a library's catalog or database. The purpose of a bibliographic ID is to facilitate efficient retrieval and management of bibliographic records and to ensure that each record is distinct. 010 excluding numeric subfields 020 a dcterms:identifier dcterms:ISBN, dcterms:identifier dcterms:ISSN VARCHAR 255
    Bibliographic Level The Bibliographic Level is a classification that describes the scope and content of a bibliographic record. It helps users understand the nature of the resource being described in the record. The bibliographic level is often indicated using a one-letter code or abbreviation. Common bibliographic levels include: Monograph (m), Serial (s), Collection (c), Integration (i), Monographic Series (a), and so forth. 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 VARCHAR 255
    Bibliographic Source of Acquisition Note The name of the people or organization that is the source of the material. 541 a   Not relevant for Dublin Core VARCHAR 255
    Category of Material The Category of Material is a classification or designation that describes the format or physical nature of the material being cataloged. It helps users and catalogers understand the medium in which a resource is presented. Position 0 of the 007 field  200 b dc:type VARCHAR 255
    DC Description  DC Description refers to Dublin Core (DC) metadata elements used to describe resources in a standardized way, particularly in digital libraries and online cataloging systems.  Relevant only for Dublin Core  Relevant only for Dublin Core  dc:description
    dcterms:description
    dcterms:abstract
    VARCHAR 4000
    New for June!
    DC Format
    The file format, physical medium, or dimensions of the resource. The information in this field is entered as free text. Relevant only for Dublin Core  Relevant only for Dublin Core  dc:format
    dcterms:format
    VARCHAR 256
    DC License DC License is a Dublin Core element used to specify the terms and conditions associated with the use of a resource. It provides information about the licensing or copyright status of a digital or physical resource, allowing users to understand how they can legally use, share, or redistribute the resource. The DC License element is particularly important in digital libraries, repositories, and online cataloging systems where access to digital content is provided.  Relevant only for Dublin Core Relevant only for Dublin Core Field does not yet exist.  It will be populated by  dcterms:license VARCHAR 4000
    DC Rights DC Rights refers to an element used to provide information about the intellectual property rights or copyright status of a resource. This element helps users understand the legal rights and permissions associated with the resource and whether there are any restrictions on its use. 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 VARCHAR 4000
    Edition Edition refers to a specific version or variation of a publication. The edition information provides details about changes, updates, or variations that have occurred since the original publication. Including the edition helps users and researchers identify the specific version of a book or other resource they are looking for. MARC 250 subfields a,b 205 a,b,f,g dcterms:isVersionOf VARCHAR 255
    Electronic location and access The location and access URl for the electronic resource. 856 all subfields     VARCHAR 4000
    End Publication Date The End Publication Date is the second date available in the 008 field, and it is used to indicate "Date 2." It is described as "A date specified by the code in 008/06 (Type of date/Publication status)." 008 pos. 11-14 100.Date2 Not relevant for Dublin Core VARCHAR 255
    Form of Item The Form of Item refers to a specific code or indicator that describes the physical format or medium of the resource being cataloged. This information helps library users understand the physical characteristics of the item and whether it is in a print or non-print format. MARC 008 pos. 29 (Maps and Visual Material) or 23 (other material configurations)   Not relevant for Dublin Core VARCHAR 1
    General Note A General Note is a field used to provide additional information or commentary about the resource being described. General notes can include various types of information that may not fit into specific structured fields within the bibliographic record. These notes are often used to convey contextual details, historical significance, or other relevant information about the resource. 500 a, 5     VARCHAR 4000
    Government Publication A Government Publication is a term used to identify materials that are published or produced by government entities at various levels of government, including federal, state, local, and international governments.

    For more information regarding the values of MARC 008 Pos. 28, see here.

    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 VARCHAR 1
    ISBN ISBN is a unique identifier for books, and it is used to facilitate the identification and cataloging of books and related materials.
    Field in analytics includes also cancelled and invalid ISBNs.
    MARC 020 a,z MARC 776 z 010 a dcterms:identifier dcterms:ISBN VARCHAR 255
    ISBN Valid A unique identifier for books and related materials. To be considered valid, an ISBN must adhere to the established ISBN standards and conventions.
    Field in analytics does not include cancelled and invalid ISBNs.
    MARC 020 a   Not relevant for Dublin Core VARCHAR 255
    ISSN An ISSN (International Standard Serial Number) is a unique identifier for serial publications, which include periodicals, journals, magazines, and other recurring publications.
    Field in analytics includes also cancelled and invalid ISSNs.
    022 l,a 776 x (for non-physical records) 011 a f dcterms:identifier dcterms:ISSN VARCHAR 255
    ISSN Valid A unique identifier for serial publications. To be considered valid for bibliographic records, an ISSN must adhere to the established standards and conventions for ISSN formatting and structure.
    Field in analytics does not include cancelled and invalid ISBNs.
    MARC 022 a   Not relevant for Dublin Core VARCHAR 255
    Language Code Language codes are used to indicate the language(s) in which a particular resource is written or presented. Language codes are typically standardized to ensure consistency in cataloging and bibliographic records. 008 pos. 35-37 101 a Currently comes from dc:language.  Planned to come from dc:language and dcterms:language VARCHAR 255
    Language Of Cataloging The Language of Cataloging refers to the language in which the cataloging or metadata for a particular resource is created. 040 b 100 a,22-24 Not relevant for Dublin Core VARCHAR 4000
    Local Note A Local Note is a type of note that provides specific information or instructions related to a library's unique policies, holdings, or services. Local notes are typically used to convey information that is specific to the individual library or cataloging institution and may not be relevant to libraries elsewhere. 590 a, 5     VARCHAR 4000
    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 VARCHAR 4000
    Material Type Code Code of the material type described above (in Material Type). MARC control LDR Material Type   Not relevant for Dublin Core VARCHAR 255
    National Agricultural Library Call Number The call number used by the American National Agricultural Library. 070 a   Not relevant for Dublin Core    
    Network Number A Network Number typically refers to a unique identifier assigned to a bibliographic record within a library network or consortium. 035 a z 053 a z dc:identifier , dcterms:identifier VARCHAR 4000
    OCLC Control Number (019) The OCLC Control Number (019 field) is used by OCLC to record and index OCLC control numbers of records that have been deleted or will be processed as duplicate records.

    For more information on the OCLC Control Number 019 and its subfields, see here.

    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 VARCHAR 4000
    OCLC Control Number (035a) Subfield "a" in the 035 field is used to record the main OCLC Control Numbers.

    For more information on the OCLC Control Number 035 and its subfields, see here.

    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 VARCHAR 4000
    OCLC Control Number (035a+z) The OCLC Control Number can include both the main OCLC Control Number in subfield "a" and any related or canceled OCLC Control Numbers in subfield "z." This practice is useful for indicating changes or updates to cataloging records and for maintaining a historical record of previous control numbers associated with the same resource.

    For more information on the OCLC Control Number 035 and its subfields, see here.

    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 VARCHAR 4000
    OCLC Control Number (035z) Subfield "z" in the 035 field is used to record related or canceled OCLC Control Numbers, providing a historical record of control numbers associated with a specific resource.

    For more information on the OCLC Control Number 035 and its subfields, see here.

    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 VARCHAR 4000
    Open Access Open Access (OA) refers to a publishing model that provides unrestricted and free access to scholarly and research publications on the Internet. It signifies that the full text or content of the publication is freely available to anyone, without requiring payment or subscription. Values are Yes and No. Based on 506 f 506 2   Not relevant for Dublin Core VARCHAR 4
    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 VARCHAR 255
    Place Code The Place Code is a code that represents the place of publication for a printed or published resource. 008 pos. 15-17 102$$a Currently empty, planned to come from dcterms:spatial VARCHAR 50
    Place of Publication - City The city where a printed or published resource was published or produced.

    Derived from the place code in 008 pos. 15-17.

    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".
    Not relevant for UNIMARC Not relevant for Dublin Core VARCHAR 200
    Place of Publication - Country The country where a printed or published resource was published or produced.

    Derived from the place code in 008 pos. 15-17.

    For a list of country codes, see:

    MARC Code List for Countries

    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".

    Derived from the place code 102$$a.

    For a list of country codes, see:

    List of ISO 3166 Country Codes

    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.
    Not relevant for Dublin Core VARCHAR 200
    Place of Publication - State The state where a printed or published resource was published or produced.

    Derived from the place code in 008 pos. 15-17.

    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".
    Not relevant for UNIMARC Not relevant for Dublin Core VARCHAR 200
    Publication Date The Publication Date refers to the date when a printed or published resource was officially issued, published, or made publicly available.
    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 VARCHAR 255
    Publication Place The Publication Place refers to the city or location where a printed or published resource was officially published, issued, or produced. 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) VARCHAR 255
    Publisher The Publisher refers to the entity or organization responsible for producing, printing, and distributing a printed or published resource.

    260 b

    264 b

    210 c

    214 c

    dcterms:publisher, dc:publisher VARCHAR 255
    Resource Type Constructed based on existing bibliographic fields such as the LDR and 008. For more information, see The Resource Type Field.       VARCHAR 4000
    Series A Series refers to a related group of publications or resources that share common characteristics, themes, or subjects and are published under a common title or series name. 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 VARCHAR 4000
    Series Statement A Series Statement refers to the title or name of a series to which a printed or published resource belongs. 490 a,v x     VARCHAR 4000
    Subjects Subjects refer to the specific topics, themes, or subjects covered by a printed or published resource. 6XX excluding 69X, 630, 689 600 a,b 602 603-8 610 616 617 dc:subject dcterms:LCSH,MESH,DDC,UDC,LCC VARCHAR 4000
    Subjects (Names) Subjects (Names) refers to the specific individuals, organizations, or entities associated with a printed or published resource. 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

        VARCHAR 4000
    Title The Title refers to the name or title of a printed or published resource. The title is one of the most critical elements of bibliographic cataloging because it helps users identify and distinguish one resource from another.

    245 a,b

    249 a,b,c,v

    200 a,c,d,e,h,i dc:title VARCHAR 4000
    Title (Complete) The information from MARC field 245, subfields $a, $n, $p, $h, $b, $c, $f, $g, $k, $s. 245 a,n,p,h,b,c,f,g,k,s 200 a-i Currently empty, planned to come from dc:alternative VARCHAR 4000
    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 VARCHAR 4000
    Title (Normalized) The normalized Title. This field is useful when you want to compare titles that may have been catalogued differently. 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   4000
    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 VARCHAR 110
    Title Committed to Retain Title Committed to Retain refers to a commitment made by a library to retain and preserve a specific resource. This commitment is important for ensuring the long-term availability and accessibility of important scholarly or historical materials.

    Indicates (Yes/No) 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.     VARCHAR 4
    Type of date The Type of Date refers to the nature or purpose of a date included in the record. It specifies what the date represents or signifies within the bibliographic context. The type of date can provide important information to users and catalogers about the significance of the date included in the record. 008 pos. 6

    For more information on the options available for Type of date in 008 pos. 6, see here.

    100 pos 8 Not relevant for Dublin Core VARCHAR 255
    Uniform Resource Identifier A Uniform Resource Identifier (URI) is a string of characters used to identify a resource on the internet or within a particular system. URIs are often used to provide direct links or references to online resources related to the bibliographic entry, such as a digital version of a book, an electronic journal article, or additional related materials. 856 u 856 u dc:identifier (dcterms:URI) ,dcterms:identifier (dcterms:URI) VARCHAR 4000
    Uniform Resource Identifier Field Exists Indicates whether a Uniform Resource Identifier (URI) Exists for the bibliographic record. Values are 0 or 1, where "0" means No and "1" means Yes.

    Indicates if 856 subfield u contains data.

          INT  
    Uniform Title A Uniform Title is a standardized title used to represent a specific work, especially when that work has been published under multiple titles or in various editions, languages, or formats. 240 130 500 Not relevant for Dublin Core VARCHAR 4000
    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) Data Type Data Size
    Active Course Code Active Course Code is the code of the course in the Alma course reserves. For more information see here. VARCHAR 4000
    Active Course Name Active Course Name is the name of the course in the Alma course reserves. For more information see here. VARCHAR 4000
    Bibliographic Lifecycle The Lifecycle of the bibliographic record. Possible values are Deleted and In Repository. This allows you to filter reports and to remove Deleted records. VARCHAR 50
    Bibliographic Rank Alma assesses the comprehensiveness and depth of MARC 21 bibliographic entries, considering various elements such as identifiers, names, subjects, informative LDR and 008 fields, publication details, among others. This evaluation is reflected in the Bibliographic Rank, designed as a useful aid for libraries in pinpointing records requiring further scrutiny. For more information, see here. INT  
    Brief Level Brief Level refers to the level of detail provided in a bibliographic description. It indicates how much information is included in the bibliographic record, with brief descriptions containing less detailed information compared to full or comprehensive descriptions. In Alma, ten levels of brief records can be defined from 01 through 10, where 01 represents the most brief record and 10 represents a full record. For more information see here. VARCHAR 2
    Chinese Classification The Chinese Classification of the bibliographic record. For more information, see here. VARCHAR 50
    Collection ID The ID of the collection or collections the bibliographic record is associated with as defined at Resources > Manage Inventory > Manage Collections.

    Relevant only for bibliographic records that are part of a collection.

     

    One MMS_ID can be attributed to multiple titles collections, therefore a delimited list of collections are defined for the MMS.

    VARCHAR 4000
    Collection Name The Name of the collection or collections the bibliographic record is associated with as defined at Resources > Manage Inventory > Manage Collections.

    Relevant only for bibliographic records that are part of a collection.

    VARCHAR 4000
    Creation Date The timestamp of the bibliographic record creation date.  DATETIME  
    Creation Date (Calendar) The creation date without a timestamp. This date format is useful when filtering the report by date. DATE  
    Creator The name of the user that created the record VARCHAR 255
    Dewey Classification The Dewey classification of the record. VARCHAR 255
    Dewey Classification Top Line

    The first 3 digits of the Dewey Classification

    VARCHAR 15
    Has Local Extensions Indicates if the Community Zone-linked record has local extensions (Y/N). VARCHAR 3
    ISBN (Normalized)
    An ISBN that has been formatted or standardized according to established rules or conventions. VARCHAR 255
    ISSN (Normalized) An ISSN that has been formatted or standardized according to established rules or conventions.  VARCHAR 255
    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
    Recent data may not be available if it has not yet been received from CONSER.
    VARCHAR 50
    Link ID The link ID, if the record is linked to the Community Zone or Network Zone. 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. VARCHAR 50
    Linked to CZ Indicates if the record is linked to the Community Zone. VARCHAR 3
    Linked to NZ Indicates if the record is linked to the Network Zone. VARCHAR 3
    Local Param 1-30

    These fields of information are from MARC fields in Alma, which were configured specifically for your institution.

    In order to make use of these fields, you must contact Ex Libris Support and supply them with a three-digit MARC field code. 
    The data in the local parameters is limited to 3900 characters.

    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.

    VARCHAR 4000
    Managed by Provider

    Indicates if the electronic resource is managed by the provider. Possible values are Yes or No.

    Relevant only for electronic resources.

    VARCHAR 3
    MMS ID The MMS ID of the inventory item (physical, electronic, or digital). VARCHAR 255
    Modification Date The latest (most recent) timestamp of the bibliographic record modification date. DATETIME  
    Modification Date (Calendar) The latest (most recent) modification date without a timestamp. This date format is useful when filtering the report by date. DATE  
    Modified By The name of the user that modified the record. VARCHAR 255
    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. VARCHAR 50
    Originating System The system where the bibliographic record originated.
    If Unknown is displayed in this field, see the following document: How to set up Alma so that the “Originating System” in Analytics will be properly populated.
    VARCHAR 4000
    Originating System ID The ID of the record in the originating system where the bibliographic record originated. VARCHAR 255
    Originating System Version The Originating System Version is the metadata record field that enables uploading records in the correct sequence by preventing the update of an existing record with an older version of the same record. This prevents older bibliographic records from overlaying or merging with newer records. The Originating System Version field is created from the record’s 005 control field the first time the record is imported. For information regarding normalizing the Originating System Version field, see the Update originating system information process and the procedure To configure normalization for managing the Originating System and Originating System Version information. VARCHAR 16
    Peer Reviewed Indicates if the article was peer reviewed. VARCHAR 4
    Provider Name The name of the provider who manages the bibliographic record that is included in the CZ (Community Zone). Relevant only for electronic titles that are linked to the CZ and when an external provider manages the CZ record.  VARCHAR 255
    Record Format The format of the bibliographic record. Examples:
    • MARC 21
    • DC
    • KORMARC
    • CNMARC
    • UNIMARC
    • LC BF INSTANCE
    VARCHAR 4000
    Suppressed from Discovery Indicates whether the record is suppressed from external discovery systems. VARCHAR 3

    Library Unit

    The Library Unit table is a dimension table that stores details about the library that manages your physical items.
    The field descriptions can be found in the Library Unit shared dimension.
    Library Unit
    Field Description Field Location in Alma Additional Information Data Type Data Size
    Library Address Line 1 The first line of the address of the institution. It usually includes the building number and the street name. Configuration > General > Add a Library or Edit Library Information > Contact Information tab. This is taken from the address configured as the Preferred address.

    The label in Alma is Address Line 1.

      VARCHAR 1000
    Library City The city of the library. Configuration > General > Add a Library or Edit Library Information > Contact Information tab. This is taken from the address configured as the Preferred address.

    The label in Alma is City.

      VARCHAR 255
    Library Code The library code Configuration > General > Libraries > Add a Library or Edit Library Information > Libraries tab > Path [the text after the period]  

    VARCHAR

    50

    Library Code (Active) The code of active (not deleted) libraries Configuration > General > Libraries > Add a Library or Edit Library Information > Libraries tab > Path [the text after the period] The same as Library Code without deleted libraries.

    VARCHAR

    50

    Library Country The country of the library. Configuration > General > Add a Library or Edit Library Information > Contact Information tab. This is taken from the address configured as the Preferred address.

    The label in Alma is Country.

      VARCHAR 320
    Library Description The library description Configuration > General > Libraries > Add a Library or Edit Library Information > Libraries tab

    The label in Alma is Description.

     

    VARCHAR

    100

    Library Name The library name Configuration > General > Libraries > Add a Library or Edit Library Information > Libraries tab

    The label in Alma is Organization Unit Name.

     

    VARCHAR

    255

    Library Name (Active) The library name of active (not deleted) libraries Configuration > General > Libraries > Add a Library or Edit Library Information > Libraries tab

    The label in Alma is Organization Unit Name.

    The same as Library Name without deleted libraries.

    VARCHAR

    255

    Library Postal Code The postal code of the library. Configuration > General > Add a Library or Edit Library Information > Contact Information tab. This is taken from the address configured as the Preferred address.

    The label in Alma is Postal code.

      VARCHAR 200
    Library State Province The state or province of the library. Configuration > General > Add a Library or Edit Library Information > Contact Information tab. This is taken from the address configured as the Preferred address.

    The label in Alma is State/Province.

      VARCHAR 320
    Unit Type The type of organization unit Configuration > General > Libraries > Add a Library or Edit Library Information > Libraries tab

    The label in Alma is Organization Unit Type.

    Values can be Institution/Library

    VARCHAR

    20

    Location

    The Location table is a dimension table that stores details about the location of the physical item. 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 Address Line 1 The first line of the address of the institution. It usually includes the building number and the street name. Configured from Configuration > General > Add a Library or Edit Library Information > Contact Information tab. This is taken from the address configured as the Preferred address.

    The label in Alma is Address Line 1.

    Library City The city of the library. Configured from Configuration > General > Add a Library or Edit Library Information > Contact Information tab. This is taken from the address configured as the Preferred address.

    The label in Alma is City.

    Library Code Stores the library code to which the location of the physical item belongs. It is recommended to use the Library Code field of the Library Unit dimension instead of this one.
    Library Code (Active) The code of active (not deleted) libraries The same as Library Code without deleted libraries. Configuration > General > Libraries > Add a Library or Edit Library Information > Libraries tab > Path [the text after the period]
    Library Country The country of the library. Configuration > General > Add a Library or Edit Library Information > Contact Information tab. This is taken from the address configured as the Preferred address.

    The label in Alma is Country.

    Library Name Stores the library name to which the location of the physical item belongs. It is recommended to use the Library Name field of the Library Unit dimension instead of this one.
    Library Name (Active) The library name of active (not deleted) libraries. The same as Library Name without deleted libraries.
    Library Description Stores the library description to which the location of the physical item belongs.  
    Library Postal Code The postal code of the library. Configured from Configuration > General > Add a Library or Edit Library Information > Contact Information tab. This is taken from the address configured as the Preferred address.

    The label in Alma is Postal code.

    Library State Province The state or province of the library. Configured from Configuration > General > Add a Library or Edit Library Information > Contact Information tab. This is taken from the address configured as the Preferred address.

    The label in Alma is State/Province.

    Location Code Stores the code of the location of the physical item.  
    Location Name Stores the name of the location of the physical item.  
    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.
    Suppressed from Discovery Indicates if the holdings record is suppressed from discovery because the location is suppressed (but not necessarily the record) From the Suppress from Discovery checkbox for the location in the configuration of the location

    LC Classifications - Holdings

    The Library of Congress Classification (LCC) is displayed in Analytics in the LC Classification shared dimension, available in several subject areas. Use the fields of this dimension for LC classification information derived from the holdings recordFor LC classification information derived from the bibliographic record, see the LC Classifications - Bibliographic dimension. 

    From the Holdings Record:
    • For MARC21 
      852$$h When the first indicator is 0
    • For UNIMARC 
      852$$h When the first indicator is 0 

    There are five levels of the LC Classification stored in Alma Analytics. Each level is referred to by a numbered group (Group1, Group2, Group3, Group4 and Group5).
    Using the hierarchy option in this dimension, the user can drill down from Group1 to Group4. In each level, the user can see measures accumulated to the relevant group.

    For example:

    • SF1-1100 Animal culture
      • SF87 Acclimatization
      • ….
      • SF191-275 Cattle
        • SF250.5-275 Dairy processing. Dairy products
        • SF221-250 Dairying

    This is presented in Alma Analytics as follows:

    LC Classifications

    LC Classifications

    If there is more than one classification code, the last one appears.

    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 Data Type Data Size
    Group1 (Holdings) Group1 is the name given for the first level of the LC Classification and is the primary division used to organize and group related topics, subjects, or materials. VARCHAR 500
    Group2 (Holdings) Group2 is the name given for the second level of classification. VARCHAR 500
    Group3 (Holdings) Group3 is the name given for the third level of classification. VARCHAR 500
    Group4 (Holdings) Group4 is the name given for the fourth level of classification. VARCHAR 500
    Group5 (Holdings) Group5 is the name given for the fifth level of classification. VARCHAR 500
    Start Range (Holdings) Start Range refers to the beginning point of a designated range within a classification system. The Start Range indicates the initial classification number or identifier within a specified range that encompasses a set of related subjects, topics, or materials.

    For example, in PS501-689 (Collections of American literature), the start range is PS501.

    VARCHAR 50
    End Range (Holdings) End Range refers to the concluding point of a designated range within a classification system. The End Range specifies the final classification number or identifier within a defined range that encompasses a set of related subjects, topics, or materials.

    For example, in PS501-689 (Collections of American literature), the end range is PS689.

    VARCHAR 50
    Classification Code (Holdings) Classification Code refers to a unique alphanumeric identifier assigned to a specific subject or topic category within the library's classification system. The Classification Code is composed of letters and numbers that represent various facets of a work, such as its subject, genre, or format.

    For example, in the LC classification "PN1997.2.D56," the "PN" portion represents the general subject area (Performing Arts), and the "1997.2.D56" further refines the classification to a specific work or aspect within that category.

    VARCHAR 50
    Start Range Number (Holdings) The numbers that come after the letter(s) in the start range. DOUBLE  
    End Range Number (Holdings) The numbers that come after the letter(s) in the end range. DOUBLE  
    Classifications The Hierarchy column that enables 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. Hierarchy  

    Dewey Classifications - Holdings

    The Dewey Classification is displayed in Analytics in the Dewey Classifications shared dimension, available in several subject areas. Use the fields of this dimension for Dewey classification information derived from the holdings recordFor Dewey classification information derived from the bibliographic record, see the Dewey Classifications - Bibliographic dimension. 

    From the Holding Record:
    • For MARC21
      852$$h When the first indicator is 1

    • For UNIMARC
      852$$h When the first indicator is 1

    There are three levels of the Dewey Classification stored in Alma Analytics. Each level is referred to by a numbered group (Group1, Group2, and Group3).
    The group fields display the names as follows:

    Dewey Classifications Groups

    Dewey Classifications Groups

    Using the hierarchy option in this dimension, the user can drill down from Group1 to Group3. In each level, the user can see measures accumulated to the relevant group.

    For example:

    • 000 Computer science, information & general works

      o    010 Bibliography

      o    000 Computer science, information & systems

      • 005 Computer programming, programs & data

      • 000 Computer science

      • 004 Data processing & computer sciences

    This is presented in Alma Analytics as follows:

    Dewey Classifications

    Dewey Classifications

    If there is more than one classification code, the last one appears.

    Dewey Classifications
    Field Description Data Type Size
    Group1 (Holdings) The name (label) of the first Dewey classification level. VARCHAR 500
    Group2 (Holdings) The name (label) of the second Dewey classification level. VARCHAR 500
    Group3 (Holdings) The name (label) of the third Dewey classification level. VARCHAR 500
    Dewey Classifications The hierarchy column that allows the user to drill down from the first level of the Dewey Classification to the third level.    
    Dewey Number (Holdings)

    The Dewey Number is a unique classification code assigned to a specific subject or topic category. 

    The first 3 digits of the Dewey Classification.
    VARCHAR 15

    LC Classifications - Bibliographic

    Using this dimension, the user can drill down from Group1 to Group4. In each level, the user may see measures accumulated to the relevant group and see the number of items grouped by classification.
    The field descriptions can be found in the LC Classifications shared dimension.

    The Library of Congress Classification (LCC) is displayed in Analytics in the LC Classification shared dimension, available in several subject areas. LC classification information is derived from the bibliographic record in most subject areas, except for the Physical Items subject area, where it can be derived from either the holdings record or the bibliographic record.

    From the Bibliographic Record:

    There are five levels of the LC Classification stored in Alma Analytics. Each level is referred to by a numbered group (Group1, Group2, Group3, Group4 and Group5).
    Using the hierarchy option in this dimension, the user can drill down from Group1 to Group4. In each level, the user can see measures accumulated to the relevant group.

    For example:

    • SF1-1100 Animal culture
      • SF87 Acclimatization
      • ….
      • SF191-275 Cattle
        • SF250.5-275 Dairy processing. Dairy products
        • SF221-250 Dairying

    This is presented in Alma Analytics as follows:

    LC Classifications

    LC Classifications

    If there is more than one classification code, the last one appears.

    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 Data Type Data Size
    Start Range Start Range refers to the beginning point of a designated range within a classification system. The Start Range indicates the initial classification number or identifier within a specified range that encompasses a set of related subjects, topics, or materials.

    For example, in PS501-689 (Collections of American literature), the start range is PS501.

    VARCHAR 50
    End Range End Range refers to the concluding point of a designated range within a classification system. The End Range specifies the final classification number or identifier within a defined range that encompasses a set of related subjects, topics, or materials.

    For example, in PS501-689 (Collections of American literature), the end range is PS689.

    VARCHAR 50
    Classification Code Classification Code refers to a unique alphanumeric identifier assigned to a specific subject or topic category within the library's classification system. The Classification Code is composed of letters and numbers that represent various facets of a work, such as its subject, genre, or format.

    For example, in the LC classification "PN1997.2.D56," the "PN" portion represents the general subject area (Performing Arts), and the "1997.2.D56" further refines the classification to a specific work or aspect within that category.

    VARCHAR 50
    Start Range Number The numbers that come after the letter(s) in the start range. DOUBLE  
    End Range Number The numbers that come after the letter(s) in the end range. DOUBLE  
    Group1 Group1 is the name given for the first level of the LC Classification and is the primary division used to organize and group related topics, subjects, or materials. VARCHAR 500
    Group2 Group2 is the name given for the second level of classification. VARCHAR 500
    Group3 Group3 is the name given for the third level of classification. VARCHAR 500
    Group4 Group4 is the name given for the fourth level of classification. VARCHAR 500
    Group5 Group5 is the name given for the fifth level of classification. VARCHAR 500
    Classifications The Hierarchy column that enables 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. Hierarchy  

    Dewey Classifications - Bibliographic

    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.
    Note that the Dewey number is taken from the 852 subfield h of the holdings record and not from the 082 of the bibliographic record.
    The field descriptions can be found in the Dewey Classifications shared dimension.

    The Dewey Classification is displayed in Analytics in the Dewey Classifications shared dimension, available in several subject areas. Dewey classification information is derived from  the bibliographic record in most subject areas, except for the Physical Items subject area, where it can be derived from either the holdings record or the bibliographic record.

    From the Bibliographic Record:

    There are three levels of the Dewey Classification stored in Alma Analytics. Each level is referred to by a numbered group (Group1, Group2, and Group3).
    The group fields display the names as follows:

    Dewey Classifications Groups

    Dewey Classifications Groups

    Using the hierarchy option in this dimension, the user can drill down from Group1 to Group3. In each level, the user can see measures accumulated to the relevant group.

    For example:

    • 000 Computer science, information & general works

      o    010 Bibliography

      o    000 Computer science, information & systems

      • 005 Computer programming, programs & data

      • 000 Computer science

      • 004 Data processing & computer sciences

    This is presented in Alma Analytics as follows:

    Dewey Classifications

    Dewey Classifications

    If there is more than one classification code, the last one appears.

    Dewey Classifications
    Field Description Data Type Size
    Dewey Number

    The Dewey Number is a unique classification code assigned to a specific subject or topic category. 

    The first 3 digits of the Dewey Classification.
    VARCHAR 15
    Group1 The name (label) of the first Dewey classification level. VARCHAR 500
    Group2 The name (label) of the second Dewey classification level. VARCHAR 500
    Group3 The name (label) of the third Dewey classification level. VARCHAR 500
    Dewey Classifications The hierarchy column that allows the user to drill down from the first level of the Dewey Classification to the third level.    

    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 Mapping from MARC 21 Data Type Data Size
    Chinese Classifications      
    Classification Code The Chinese classification code. If the code is not found or in an incorrect format Unknown is displayed. The 090 $a and 093 $a fields in the MARC record. (For CNMARC, the 690 $a field.) VARCHAR 50
    Group 1-7 (Chinese) The name of the levels of classification in Chinese.   The group name in Chinese as defined by the National Library of China. VARCHAR 500
    Group 1-7 (English) The names of the levels of classification in English.   The group name in English as defined by the National Library of China. VARCHAR 500
    Chinese Classifications (Taiwan)      
    Classification Code The Chinese (Taiwan) classification code. If the code is not found or in an incorrect format Unknown is displayed. When the OTHER_CLASS_SCHEME value in the MARC 084 $2 field is ncsclt the classification code value is taken from the MARC 084 $a field. VARCHAR 10
    Group 1-3 (Chinese-Taiwan) The name of the levels of classification in Chinese-Taiwan.   The group name in Chinese as defined by the National Central Library of Taiwan. VARCHAR 250
    Group 1-3 (English) The names of the levels of classification in English.   The group name in English as defined by the National Central Library of Taiwan. VARCHAR 250
    NLM Classifications      
    NLM Classification Code The letters at the beginning of the NLM classification code entered in the MARC field.
    • 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 $a field or, if empty, from the 096 $a field of the MARC record. VARCHAR 250
    NLM Classification Number The numbers that come after the letters of the NLM classification code.   Taken from the 060 $a field or, if empty, from the 096 $a field of the MARC record. VARCHAR 50
    NLM Group 1-5 The names of the levels of classification. The group name as defined by NLM.   VARCHAR 4000
    NLM Geographic Classifications
    NLM Geographic Code The code of the geographic location, used for various purposes by NLM.   Taken from the 060 $a field . VARCHAR 50
    NLM Geographic Name The name of the geographic location, used for various purposes by NLM.   The Geographic Name from NLM that corresponds to the Geographic Code. VARCHAR 255
    U.S. SuDoc Classifications      
    U.S. SuDoc Classification Code The letters at the beginning of the classification code entered in the MARC field.
    • If the code is not found or in an incorrect format, Unknown is displayed.
    • If there are multiple codes, only the first is displayed.
    When the first indicator is 0, this is taken from the 086 $a field in the MARC record. VARCHAR 250
    U.S. SuDoc Classification Number The characters (usually numbers) that come after the letters in the SuDoc Classification code entered in the MARC field.   When the first indicator is 0, this is taken from the 086 $a field in the MARC record. VARCHAR 50
    U.S. SuDoc Agency 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. The agency name that matches the classification code, as defined by SuDoc. VARCHAR 4000
    U.S. SuDoc SubAgency The name of subordinate bureau or division 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.

    The subagency name that matches the classification number, as defined by SuDoc. VARCHAR 4000
    U.S. SuDoc Title Title designates either a specific publication title or category of the publication.   The title that matches the classification number, as defined by SuDoc. VARCHAR 4000

    Temporary Location

    The Temporary Location table is a dimension table that stores details about the temporary location where the physical item is located. 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 Address Line 1 The first line of the address of the institution. It usually includes the building number and the street name. Configured from Configuration > General > Add a Library or Edit Library Information > Contact Information tab. This is taken from the address configured as the Preferred address.

    The label in Alma is Address Line 1.

    Library City The city of the library. Configured from Configuration > General > Add a Library or Edit Library Information > Contact Information tab. This is taken from the address configured as the Preferred address.

    The label in Alma is City.

    Library Code Stores the library code to which the location of the physical item belongs. It is recommended to use the Library Code field of the Library Unit dimension instead of this one.
    Library Code (Active) The code of active (not deleted) libraries The same as Library Code without deleted libraries. Configuration > General > Libraries > Add a Library or Edit Library Information > Libraries tab > Path [the text after the period]
    Library Country The country of the library. Configuration > General > Add a Library or Edit Library Information > Contact Information tab. This is taken from the address configured as the Preferred address.

    The label in Alma is Country.

    Library Name Stores the library name to which the location of the physical item belongs. It is recommended to use the Library Name field of the Library Unit dimension instead of this one.
    Library Name (Active) The library name of active (not deleted) libraries. The same as Library Name without deleted libraries.
    Library Description Stores the library description to which the location of the physical item belongs.  
    Library Postal Code The postal code of the library. Configured from Configuration > General > Add a Library or Edit Library Information > Contact Information tab. This is taken from the address configured as the Preferred address.

    The label in Alma is Postal code.

    Library State Province The state or province of the library. Configured from Configuration > General > Add a Library or Edit Library Information > Contact Information tab. This is taken from the address configured as the Preferred address.

    The label in Alma is State/Province.

    Location Code Stores the code of the location of the physical item.  
    Location Name Stores the name of the location of the physical item.  
    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.

    PO Line

    The PO Line table is a dimension table that stores details about the PO and the PO Line that is associated with the fund transaction. PO Line is the management unit of the order. The inventory item holds all information needed to create the inventory item, fund transaction, as well as manage the receiving, renewing, and activating ordered inventory items. The primary key of the table is PO_LINE_ID.
    Field Description Field Location in Alma Additional Information Data Type Data Size
    Access Model The public access model for the electronic resource. Acquisitions > All PO Lines > Activation Information section Available only for electronic resources.

    The values are configured in the Access Model code table.
     
    VARCHAR 4000
    Acquisition Method The code of the method by which the PO Line is acquired, with the default value set as PURCHASE.

    This value may change when the PO Line is sent.
    -- See the Acquisition Method Code table. VARCHAR 255
    Acquisition Method Description The description (label) of the acquisition method. Acquisitions > All PO Lines > PO Line Information section

    The label in Alma is Acquisition method.
      VARCHAR 4000
    Additional Order Reference An additional identifier for the PO line. Acquisitions > All PO Lines > PO Line Information section

    The label in Alma is Additional PO Line Reference Field.
      VARCHAR 255
    Application Used for identifying migrated PO lines. -- Data is stored in the DB and not exposed in the Alma UI. VARCHAR 255
    Assigned To The user to which the order is assigned. Acquisitions > All PO Lines > Left pane   VARCHAR 255
    Associated PO Line The PO line associated with the current one. Acquisitions > All PO Lines > PO Line Information section   VARCHAR 255
    Association Type The type of association between PO lines. Defined by a user, process, or job. Acquisitions > All PO Lines > Associated PO Lines link Available when there is an associated PO line VARCHAR 255
    Cancellation Reason Code for the reason that a PO line is canceled. Displayed only for canceled PO lines.   The cancellation reason label appears in the History link. To match the label from the PO line History page to the code in analytics, see the PO Line Cancellation Reasons Code table at Configuration > Purchase Orders > PO Line Cancellation Reasons.

    The cancellation reason is selected when cancelling a PO line.

    VARCHAR 255
    Cancellation Restriction Indicates if the cancellation restriction note is displayed when cancelling of a PO line, which contains a warning about the cancellation. Acquisitions > All PO Lines > PO Line Information section Possible values are Yes/No. VARCHAR 4000
    Cancellation Restriction Note The warning to be displayed when canceling a PO line when Cancellation Restriction is selected in Alma. Acquisitions > All PO Lines > PO Line Information section Displayed when Cancellation Restriction is selected. VARCHAR 4000
    CKB ID When clicking Order from an Electronic Collections search, a CKB ID (Central Knowledgebase ID) is stored as a reference to the electronic collection ID, rather than an MMS ID. Acquisitions > All PO Lines > PO Line Information section

    The label in Alma is CKB ID.
    Not available when there is an MMS ID. VARCHAR 50
    Claiming Date The date on which the PO line is sent to the claims task list. -- Determined by adding the number of days in the claiming grace period to the expected receipt/activation date.

    Calculated from the "Claiming grace period field (days)" field on the Acquisitions > All PO Lines > Vendor Information section.

    For more information, see Criteria for Marking PO Lines as In Claim.

    DATETIME  
    Claiming Date (Calendar) Claiming Date without a timestamp  --   DATE  
    Currency The currency of the transaction. Acquisitions > All PO Lines > Pricing and Funding section > next to the List Price field   VARCHAR 3
    Discount The discount amount. Acquisitions > All PO Lines > Pricing and Funding section

    The label in Alma is Discount (amount).
      DOUBLE  
    ERP Number The Enterprise Resource Planning  number of the purchase order. -- Used by customers that want the purchase order to be approved by an ERP system before it is sent to the vendor.

    For more information, see Orders Export in the Developers Network.

    VARCHAR 255
    Expected Activation Date The expected date for the resource activation by vendor for electronic PO lines. Acquisitions > All PO Lines > Vendor Information section Only for electronic PO lines. DATE  
    Expected Activation Interval For electronic PO Lines, the number of days after ordering that you expect electronic orders to be activated. Acquisitions > All PO Lines > Vendor Information section

    The label in Alma is Activation due after ordering (days).
    Only for electronic PO lines. DOUBLE  
    Expected Receipt after Ordering Interval For physical PO Lines, the number of days after ordering that you expect physical orders to be received. Acquisitions > All PO Lines > Vendor Information section

    The label in Alma is Expected receipt after ordering (days).
    Only for physical PO lines. DOUBLE  
    Expected Receipt Date For physical PO lines, the expected date for physical items to be received from the vendor. Acquisitions > All PO Lines > Vendor Information section

    The label in Alma is Expected receipt (date).
    Only for physical PO lines. DATE  
    Interested Users Displays the interested users for the PO line. If more than one user is added to the PO line, values are concatenated. Acquisitions > All PO Lines > Interested Users section Note that to search for a specific user, you should use the contain filter to also find cases where more than one user was added to the PO. VARCHAR 4000
    Invoice Status The status of the invoice. Acquisitions > All PO Lines > PO Line Information section   VARCHAR 4000
    Is Claimed Indicates if there is an open claim to the vendor. A PO line is claimed if the items were not received or if the receiving/activation date of the PO line passed. Acquisitions > All PO Lines > Left pane, when marked In Claim Possible values are Yes/No. VARCHAR 3
    Item Description The description of the ordered physical item. Acquisitions > All PO Lines > Ordered Items section The description entered for the PO line. Note that this field is not taken from the bibliographic details. It is useful when no item is related to the PO line. Only for physical one-time PO lines. VARCHAR 4000
    License ID The unique ID of the license of the PO line that is relevant for electronic PO lines. -- Available only for electronic resources. Data is stored in the DB and not exposed in the Alma UI. VARCHAR 50
    List Price The list price for a single copy of the item. Acquisitions > All PO Lines > Pricing and Funding section   DOUBLE  
    Manual Renewal Indicates whether the PO line is renewed manually or automatically. Acquisitions > All PO Lines > Renewal Information section Yes for manual and No for automatic.

    Relevant for standing orders and subscriptions.

    VARCHAR 3
    Material Supplier The vendor supplying the material being ordered. Acquisitions > All PO Lines > Vendor Information section This is a concatenation of: vendor name (name code)/account description (account code). VARCHAR 800
    Material Type The material type of the PO line. Acquisitions > All PO Lines > PO Line Information section For example: Book. VARCHAR 4000
    Net Price A calculation of the total price for the PO line based on the list price per copy, the discount, and the number of copies ordered. Acquisitions > All PO Lines > Pricing and Funding section   DOUBLE  
    No Charge Indicates if there is a charge for the PO line. Acquisitions > All PO Lines > Pricing and Funding section Yes / No VARCHAR 10
    Note To Vendor Notes to the vendor. Acquisitions > All PO Lines > Vendor Information section   VARCHAR 2000
    Order Line Type The order line type as it appears in the order in Alma. Acquisitions > All PO Lines > PO Line Summary section

    Does not have a label in the Alma UI.
    See the PO Line Type Code table. VARCHAR 4000
    Order Line Type Code The code for the Purchase Order line type. -- See the PO Line Type Code table. VARCHAR 255
    PDA Code The patron driven acquisition code. Acquisitions > All PO Lines > (Electronic Resource) > Ordered Portfolios section> [Edit] >Acquisitions section> View PDA Details 

    The label in Alma is Code.

    Only if the PO line was created by a PDA process. VARCHAR 4000
    PDA Name The patron driven acquisition name Acquisitions > All PO Lines > (Electronic Resource) > Ordered Portfolios section> [Edit] > Acquisitions Tab

    The label in Alma is PDA.

    Only if the PO line was created by a PDA process. VARCHAR 4000
    PO Approval Date The date the PO was approved (the sent date). Acquisitions > All PO Lines > Record View.

    The label in Alma is Sent Date.

      DATE  
    PO Creation Date The timestamp of the PO creation date. Acquisitions > All PO Lines > PO Line Summary section> [PO link] > Information Icon  

    The label in Alma is Created on. 
      TIMESTAMP  
    PO Creation Date (Calendar) PO creation date without a timestamp. --   DATE  
    PO Creator The user that created the PO (user name). Acquisitions > Review (PO) > Right Pane > Information Icon 

    The label in Alma is Created by.
      VARCHAR 255
    PO Line Binding During Receiving Indicates if the PO line is marked for binding during receiving (for physical items). Acquisitions > All PO Lines > Receiving Information section

    The label in Alma is Binding during receiving.
    Relevant only for physical items.

    Possible values are Yes/No.

    VARCHAR 4000
    PO Line Creation Date The timestamp of the PO line creation date. Acquisitions > All PO Lines > History link > Info icon

    The label in Alma is Created on.
      TIMESTAMP  
    PO Line Creation Date (Calendar) PO line creation date without a timestamp. --

     

    DATE  
    PO Line Creator The user that created the PO line (user name). Acquisitions > All PO Lines > History link > Info icon

    The label in Alma is Created by.
      VARCHAR 255
    PO Line Identifier The identifier of the ordered title.

    (ISSN or ISBN)
    Acquisitions > All PO Lines > PO Line Information section

    The label in Alma is Identifier.
      VARCHAR 4000
    PO Line Inventory Active Library Code The code of the active (not deleted) library of the inventory (item). PO Line Inventory Library Name, which matches the code, can be seen in the Ordered Items section. Library codes are configured in Configuration > General > Add a Library or Edit Library Information VARCHAR 4000
    PO Line Inventory Library Code The code of the library of the inventory (item).  PO Line Inventory Library Name, which matches the code, can be seen in the Ordered Items section. Library codes are configured in Configuration > General > Add a Library or Edit Library Information VARCHAR 4000
    PO Line Label The labels assigned to the PO line Acquisitions > All PO Lines >PO Line Summary section This is a repeatable field in Alma, which is concatenated in analytics. It is fee-text field, configured by the user. For more information, see Managing Labels in the Details Pane. VARCHAR 4000
    PO Line Manual Packaging Indicates if the PO line was manually packaged into a PO. Acquisitions > All PO Lines >PO Line Information section

    The label in Alma is Manual packaging.
    Possible values are Yes/No. VARCHAR 4000
    PO Line Modification Date The timestamp of the PO line modification date. Acquisitions > All PO Lines > History link> Info icon

    The label in Alma is Last updated on.
      TIMESTAMP  
    PO Line Modification Date (Calendar) PO line modification date without a timestamp. --   Date  
    PO Line Modified By The user that modified the PO line (user name). Acquisitions > All PO Lines > History link > Info icon

    The label in Alma is Last updated by.
      VARCHAR 255
    PO Line Notes The notes on the PO line. Acquisitions > All PO Lines > Notes  section Multiple notes are separated by a semicolon. VARCHAR 4000
    PO Line Owner Library Code The code of the PO line owner library. Configuration > General > Add a Library or Edit Library Information > Right Pane

    The label in Alma is Code.

    Library codes are configured in Configuration > General > Add a Library or Edit Library Information VARCHAR 4000
    PO Line Owner Library Name The name of the PO line owner library. Acquisitions > All PO Lines > PO Line Summary section

    The label in Alma is PO Line Owner.
      VARCHAR 4000
    PO Line Reference The business identifier of the PO line (PO Line number). Acquisitions > All PO Lines > PO Line Summary section

    The label in Alma is PO Line.
    This is the PO line number in Alma. VARCHAR 255
    PO Line Routing During Receiving Indicates if the PO line is marked for routing during receiving. Acquisitions > All PO Lines > Receiving Information section

    The label in Alma is Routing during receiving.
    Relevant only for physical items.

    Possible values are Yes/No.

    VARCHAR 4000
    PO Line Title The title of the PO line. Acquisitions > All PO Lines > PO Line Summary section

    There is no label in Alma.

      VARCHAR 4000
    PO Line Vendor Title Number A vendor-supplied number for the associated title on a PO line. The MARC 035 field of the bibliographic record. An identifier other than ISBN/ISSN for non-books inventory. VARCHAR 4000
    PO Modification Date The timestamp of the PO modification date. Acquisitions > All PO Lines > Receiving Information section

    The label in Alma is Last updated on.

      TIMESTAMP  
    PO Modification Date (Calendar) The PO modification date without the timestamp. -- This date format is useful when filtering the report by date. DATE  
    PO Modified By The user that modified the PO (user name). Acquisitions > All PO Lines > Receiving Information section

    The label in Alma is Last updated by
      VARCHAR 255
    PO Number The business identifier of the PO related to the PO line. Acquisitions > All PO Lines > Left pane

    The label in Alma is PO.
      VARCHAR 255
    Quantity for Pricing The number of items to be paid for. Acquisitions > All PO Lines > Pricing and Funding section. The quantity for pricing and the number of items to create may be different in a case of discounted pricing through a deal such as "buy two items and get a third item at no additional charge". DOUBLE  
    Receiving / Activation Note Text with which the Purchasing Operator indicates to the Receiving Operator the intended location of serial order items in which no inventory items are created. Acquisitions > All PO Lines > Activation Information section Activation information is only available for electronic resources.

    For physical resources, the section is Receiving Information.

    VARCHAR 4000
    Receiving Date (Latest in POL) This field allows you to retrieve the latest receiving date for an item in a PO line. Acquisitions > All PO Lines > Ordered Items section> Receiving date (the most recent receiving date) This is useful, since a PO line can have several items and each of the items may have a different receiving date. DATE  
    Receiving Status An indication (Yes/No) of whether or not all physical items were received in the receiving workbench. --   VARCHAR 10
    Reclaim Interval (Days) The interval number of days that Alma will send reclaim letters after the initial claim letter is sent. Acquisitions > All PO Lines > Vendor Information section Relevant only for physical PO lines. NUMERIC  
    Renewal Cycle The cycle for the autorenewal job for continuous orders For example, if it is set to one year, the PO line is renewed in one year. Acquisitions > All PO Lines > Renewal Information section Defined in the RenewalCycle code table.

    Relevant only for continuous orders.

    DOUBLE  
    Renewal Date The date of the PO line’s next renewal for continuous orders. Acquisitions > All PO Lines > Renewal Information section Relevant only for continuous orders. DATE  
    Renewal Note The note of the PO line renewal for continuous orders. Acquisitions > All PO Lines > Renewal Information section Relevant only for continuous orders. VARCHAR 4000
    Renewal Reminder Period Determines how many days before renewal an email regarding that renewal is sent. Acquisitions > All PO Lines > Renewal Information section

    The label in Alma is Renewal reminder period (days).
    Relevant only for manually renewed continuous orders. DOUBLE  
    Reporting Code - 1-5 Five fields that store the reporting codes.   As defined in the Reporting Codes code tables. VARCHAR 255
    Reporting Code Description - 1-5 Five fields that store the description of the five reporting code fields. Acquisitions > All PO Lines > Reporting Codes section   VARCHAR 4000
    Rush Indicates if the PO line is to be rushed. Acquisitions > All PO Lines > Receiving Information section Relevant only for Physical items

    Possible values are 0 or 1. 1 indicates a rush.

    VARCHAR 4000
    Sent Date The date that the PO/ PO line is sent to the vendor. Acquisitions > All PO Lines > PO Line Information section

    For PO line - in the history link. 
      DATE  
    Ship To Address City The city to which to ship the physical item. -- From the shipping address configured for the relevant library. VARCHAR 176
    Ship To Address Country The country to which to ship the physical item. -- From the shipping address configured for the relevant library. VARCHAR 320
    Ship to Address ID Internal ID of the library shipping address. -- Data is stored in the DB and not exposed in the Alma UI. DOUBLE  
    Ship To Address Line 1-5 The address to which to ship the physical item. -- From the shipping address configured for the relevant library. VARCHAR 784
    Shipping Method The code of the method for the vendor to ship the order. -- Per the values in Shipping Method code table defined in the acquisition configuration menu. VARCHAR 255
    Source ID The source file ID used for the EOD lines. -- Data is stored in the DB and not exposed in the Alma UI. VARCHAR 255
    Source Type The source from which the PO line originated, for example,  EOD, Manual, and Migration. Acquisitions > All PO Lines > PO Line Information section   VARCHAR 255
    Status The business status of the PO line as Active, Canceled, or Closed

    There are a number of sub-statuses included in the business status "Active". See the Status (Active) field.
    Acquisitions > All PO Lines > PO Line Summary section

    There is no label in Alma.

    (If Active, the sub-status is displayed. See the Status (Active) field).
      VARCHAR 255
    Status (Active) Displays the sub-status of the "Status" field. For example: Waiting for Invoice, Waiting for Manual Renewal, Recurring Renewal, Under Evaluation, Sent, In Review, Ready to Be Sent, Waiting for Packaging, and Manual Packaging. Acquisitions > All PO Lines > PO Line Summary section. There is no label in Alma. When the status is active. VARCHAR 4000
    Subscription From Date The date for the beginning of a subscription for continuous orders. Acquisitions > All PO Lines > Renewal Information section Relevant only for subscriptions. DATE  
    Subscription To Date The date for the end of a subscription for continuous orders. Acquisitions > All PO Lines > Renewal Information section Relevant only for subscriptions. DATE  
    Vendor Access Provider The vendor that provides access to electronic resources. Acquisitions > All PO Lines > Vendor Information section

    The label in Alma is Access provider.

      VARCHAR 255
    Vendor Account Code The vendor account code as defined in the Alma vendor account definitions. Acquisitions > All PO Lines > Vendor Information section> > Material Supplier field - the fourth element All the vendors that have been on the order, not just the active vendor. VARCHAR 784
    Vendor Account Description The vendor account description as defined in the Alma vendor account definitions. Acquisitions > All PO Lines > Vendor Information section> Material Supplier field - the third element All the vendors that have been on the order, not just the active vendor. VARCHAR 255
    Vendor Code The vendor code as defined in the Alma vendor details definitions. Acquisitions > All PO Lines > Vendor Information section> Material Supplier field - the second element All the vendors that have been on the order, not just the active vendor. VARCHAR 255
    Vendor Contact Person ID The related vendor contact person ID. -- Can be accessed by clicking on the Material Supplier in the Vendor Information section. VARCHAR 50
    Vendor Name The vendor name as defined in the Alma vendor details definitions. Acquisitions > All PO Lines > Vendor Information section> Material Supplier field - the first element All the vendors that have been on the order, not just the active vendor. VARCHAR 255
    Vendor Reference Number The reference number for the PO line in Alma, as provided by the vendor Serves as a matching point for identifying a PO line in Alma. Acquisitions > All PO Lines > Vendor Information section   VARCHAR 255
    Vendor Reference Number Type The type of the reference number. Acquisitions > All PO Lines > Vendor Information section   VARCHAR 255

    PO Line Approver

    The PO Line Approver table is a dimension table that stores details about the approver of the PO line.

    The PO Line approver is the user that approves the purchase order (PO). In general, PO lines are packaged into a PO and the PO is then reviewed and saved. If the PO requires manual approval, it is sent for approval. Approving the PO automatically approves the PO lines associated with that PO.

    Most of the information for the PO Line approver is taken from the user record (Admin > Manage Users).

    For more information see Approving and Sending POs - New Layout - Ex Libris Knowledge Center (exlibrisgroup.com)

    PO Line Approver
    Field Description Field Location in Alma Additional Information Data Type Data Size
    PO Line Approver Birth Date The birth date in the PO Line approver's user record.

    Admin > Manage Users > Edit User > General Information Tab > User Information Section

    The Alma label is Birth date.

      DATE  
    PO Line Approver Campus Code The campus code in the PO Line approver's user record. Only campus name is displayed in the Users UI. The full list of campus codes and names can be found in Configuration > General > Libraries > Define Campuses. VARCHAR 50
    PO Line Approver Cataloger Level The cataloger level in the PO Line approver's user record.

    Admin > Manage Users > Edit User > General Information Tab > User Information Section

    The Alma label is Cataloger level.

    For this to display in the UI, the Cataloger Permission Levels must be defined (in addition to the default level). See Cataloging Privileges for more information.

    VARCHAR 255
    PO Line Approver Creation Date The creation date of the record for the PO Line approver.    

    Admin > Manage Users > Edit User >  i icon  (Right hand pane)

    The Alma label is Created on.

      DATE  
    PO Line Approver Creator The user that created the PO Line approver's user record.

    Admin > Manage Users > Edit User > i icon (Right hand pane)

    The Alma label is Created by.

      VARCHAR 255
    PO Line Approver Disable All Login Restrictions Indicates if the user has IP login restrictions disabled. This is recorded in the PO Line approver's user record.

    Admin > Manage Users > Edit User > General Information Tab > User Management Information Section

    The Alma label is Disable all login restrictions.

    This is a checkbox. VARCHAR 3
    PO Line Approver Expiry Date The expiration date in the PO Line approver's user record. 

    Admin > Manage Users > Edit User > General Information Tab > User Information Section

    The Alma label is Expiration date.

    After expiration, the user cannot login. DATE  
    PO Line Approver External ID The external ID in the PO line approver's user record (in the case where the record was created by an external system). Not displayed in the UI. For more information see Managing User Identifiers. VARCHAR 255
    PO Line Approver Failed Authentication This field is no longer relevant and will be removed. 

     

         
    PO Line Approver First Name The first name in the PO Line approver's user record.

    Admin > Manage Users > Edit User > General Information Tab > User Information Section

    The Alma label is First name.

      VARCHAR 255
    PO Line Approver Full Name The full name in the PO Line approver's user record.

    Not displayed in the UI

    Concatenation of the last name + first name. VARCHAR 511
    PO Line Approver Gender The gender in the PO Line approver's user record.

    Admin > Manage Users > Edit User > General Information Tab > User Information Section 

    The Alma label is Gender.

    Can be configured in Configuration > User Management > User Details > Genders. VARCHAR 4000
    PO Line Approver Has Role Other Than Patron Indicates if the PO Line approver has a role in addition to Patron. 

    Does not display in the UI.

    The roles for the user can be viewed at Admin > Manage Users > Edit User > General Information Tab > User Roles section.  This field checks whether there are any roles in addition to the Patron role that is added by default. VARCHAR 3
    PO Line Approver Has Role Other Than Patron and Instructor  Indicates if the PO Line approver has a role other than Patron and Instructor. 

    Does not display in the UI.

    The roles for the user can be viewed at Admin > Manage Users > Edit User > General Information Tab > User Roles section.  This field checks whether there are any roles in addition to the Patron and Instructor role. VARCHAR 3
    PO Line Approver Identifier 1-2 Two pre-configured user identifiers for the PO line approver. Does not appear for users in the UI. Choosing a specific identifier to be included in the user details is done in Alma (in an internal table that is not exposed to the users). Users who need assistance in defining this field do so by contacting Ex Libris Support. Note that only only one value per identifier is supported. VARCHAR 4000
    PO Line Approver IdP Service In Use This field is no longer relevant and will be removed.        
    PO Line Approver Is Blocked Indicates if the PO Line approver is blocked. This is recorded in the PO Line approver's user record.

    Does not display in the UI.

     

    See Configuring User Blocks for more information.

    User blocks can be viewed in Admin > Manage Users > Edit User > Blocks Tab.

    VARCHAR 3
    PO Line Approver Job Category The job category in the PO Line approver's user record.

    Admin > Manage Users > Edit User > General Information Tab > User Information Section

    The Alma label is Job Category.

    Can be configured in Configuration Menu > User Management > User Details > Job Categories.

    VARCHAR 255
    PO Line Approver Job Description The job description in the PO Line approver's user record.

    Admin > Manage Users > Edit User > General Information Tab > User Information Section

    The Alma label is Job description.

      VARCHAR 255
    PO Line Approver Last Activity Date The last activity date in the PO Line approver's user record. This refers to the last date that the approver made a request or borrowed or returned an item.

    Admin > Manage Users > Edit User > General Information Tab > User Information Section

    The Alma label is Last Patron Activity Date.

    This only displays if enabled at Configuration Menu > User Management > General > Record Last Patron Activity Date.
    For more information see Configuring Last Patron Activity Date.
    DATE  
    PO Line Approver Last Name The last name in the PO Line approver's user record.

    Admin > Manage Users > Edit User > General Information Tab > User Information Section

    The Alma label is Last name.

      VARCHAR 255

    PO Line Approver Linked from Institution Code

    In a fulfillment network, this is the ID of the external institution from which the user was copied.

    Admin > Manage Users > Edit User > Right hand pane

    The Alma label is Owner.

    Applies to linked user in a fulfillment network.
    See Managing Users  for more information.

    VARCHAR 255
    PO Line Approver Linked from Institution Name

    In a fulfillment network, this is the name of the external institution from which the user was copied.

    Admin > Manage Users > Edit User > General Information Tab. It displays in the Not local section.

    The Alma label is Institution.

    Appears only in very specific cases.
    Applies to linked user in a fulfillment network.
    See Managing Users  for more information.

    VARCHAR

    255
    PO Line Approver Linked From Other Institution Indicates if the PO Line approver is linked from another institution. Doesn't display in the UI

    Applies to the linked user (the user in the secondary institution - copied from the user in the source institution). Populated only if the user created a link from their institution to another institution via a fulfillment network. 

    Possible values:

    • yes
    • no

    DOUBLE

     
    PO Line Approver Linked to Other Institution Indicates if the PO Line approver is linked to another institution. 

    Doesn't display in the UI.

    Applies to the user in the source institution. Populated only if the user created a link from their institution to another institution via a fulfillment network. See Linking Users in Collaboration Networks for more information.

     Possible values:

    • yes
    • no

    VARCHAR

    10
    PO Line Approver Locked Out Date This field is no longer relevant and will be removed.

     

         
    PO Line Approver Middle Name The middle name in the PO Line approver's user record.

    Admin > Manage Users > Edit User > General Information Tab > User Information Section

    The Alma label is Middle Name.

      VARCHAR 255
    PO Line Approver Modification Date

    The date of the last modification in the PO Line approver's user record.

    Admin > Manage Users > Edit User > i icon (Right hand pane)

    The Alma label is Last updated on.

      DATE  
    PO Line Approver Modified By The last person/system that modified the PO Line approver's user record.

    Admin > Manage Users > Edit User > i icon  (Right hand pane)

    The Alma label is Last updated by.

      VARCHAR 255
    PO Line Approver Patron Letters Opt In The letters for which the PO Line approver has opted in. This is recorded in the PO Line approver's user record.
     

    Does not display in the UI.

    The user can view the list of letters that are selected (opt-in) at Admin > Manage Users > Edit User > General Information Tab > User Information Section > Selected Patron Letters.

    The Alma label is Selected Patron Letters.

    VARCHAR 2000
    PO Line Approver Patron Letters Opt Out The letters for which the PO Line approver has opted out. This is recorded in the PO Line approver's user record.  Does not display in the UI.

    The user can view the list of letters that are deselected (opt-out) at Admin > Manage Users > Edit User > General Information Tab > User Information Section > Selected Patron Letters.

    The Alma label is Selected Patron Letters.

    VARCHAR 2000
    PO Line Approver Preferred First Name The preferred first name in the PO Line approver's user record.

    Admin > Manage Users > Edit User > General Information Tab > User Information Section

    The Alma label is Preferred first name.

      VARCHAR 255
    PO Line Approver Preferred Language The preferred language in the PO Line approver's user record.

    Admin > Manage Users > Edit User > General Information Tab > User Information Section

    The Alma label is Preferred language.

      VARCHAR 4000
    PO Line Approver Preferred Last Name The preferred last name in the PO Line approver's user record.

    Admin > Manage Users > Edit User > General Information Tab > User Information Section

    The Alma label is Preferred last name.

      VARCHAR 255
    PO Line Approver Preferred Middle Name The preferred middle name in the PO Line approver's user record.

    Admin > Manage Users > Edit User > General Information Tab > User Information Section

    The Alma label is Preferred middle name.

      VARCHAR 255
    PO Line Approver Primary Identifier The primary identifier in the PO Line approver's user record.

    Admin > Manage Users > Edit User > General Information Tab > User Information Section

    The Alma label is Primary identifier.

      VARCHAR 255
    PO Line Approver Purge Date The purge date in the PO Line approver's user record.

    Admin > Manage Users > Edit User > General Information Tab > User Information Section

    The Alma label is Purge date.

    For more information see Purging Users. DATE  
    PO Line Approver Resource Sharing Library Code The code associated with the resource sharing library in the PO Line approver's user record.

     

    Library codes can be viewed in the library configuration screen. Configuration > General > Add or Edit Library Information > Edit a library > Right hand information window.

    The Alma label is Code.
    VARCHAR 4000

    PO Line Approver Resource Sharing Library Name

    The resource sharing library name in the PO Line approver's user record. This is the name of the library associated with the PO Line approver.

    Admin > Manage Users > Edit User > General Information Tab > User Information Section > Resource Sharing Library

    The Alma label is Resource sharing library.

      VARCHAR 4000
    PO Line Approver Statistical Category 1-10 Statistical categories (1-10) that are recorded in the PO Line approver's user record.

    Admin > Manage Users > Edit User > Statistics > Add Statistic

    These fields, which must be configured, allow you to map add up to ten statistical categories to your user record. 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. VARCHAR 4000
    PO Line Approver Status

    The status in the PO Line approver's user record.

    Admin > Manage Users > Edit User > General Information Tab > User Information Section

    The Alma label is Status.

    The possible values are:

    • Active
    • Inactive

    For more information see the Find and Manage Users Page - Column Descriptions table in Managing Users.

    VARCHAR 8
    PO Line Approver Status Date This is the last date when the Status field of the PO Line approver's user record was modified.

    Admin > Manage Users > Edit User > General Information Tab > User Information Section

    The Alma label is Status Date.

      DATE  
    PO Line Approver User Email The preferred email for correspondence in the PO Line approver's user record.

    Admin > Manage Users > Edit User > General Information Tab > Contact Information Tab > Email Addresses section > Edit an email

    The Alma label is Email Address.

     

     

    Note that even if there are multiple emails for the user, only the email marked as preferred will display in analytics. VARCHAR 255
    PO Line Approver User Group The user group in the PO Line approver's user record.

    Admin > Manage Users > Edit User > General Information Tab > User Information Section

    The Alma label is User group.

    User groups assigned to users can be configured by the institution. For more information see Configuring User Groups. VARCHAR 4000
    PO Line Approver User Group Code The user group code associated with the user group name in the PO Line approver's user record.

     

    For the full list of user groups codes and names see Configuration > Fulfillment > Patron Configuration > User Groups. VARCHAR 255
    PO Line Approver User ID The Alma internal user ID in the PO Line approver's user record.

    Not displayed in the  UI.

      VARCHAR 50
    PO Line Approver User Record Type

    The user record type in the PO Line approver's user record.

    Admin > Manage Users > Edit User > Right hand pane 

    The Alma label is Record type.

     

    The possible values are:

    • Staff
    • Public

    See Managing Users for more information

    VARCHAR 4000
    PO Line Approver User Title The user title in the PO Line approver's user record.

    Admin > Manage Users > Edit User > General Information Tab > User Information Section

    The Alma label is Title.

     

    For more information see Configuring User Titles. VARCHAR 50
    PO Line Approver User Type

    The user type in the PO Line approver's user record.

     

    Admin > Manage Users > Edit User > Right hand pane

    The Alma label is Account type.

    The possible values are:

    • External
    • Internal

    For more information see User Management.

    CHAR 20

    PO Line Creation Date

    The PO Line Creation Date table is a dimension table that displays details about the date that the PO line was created, including the fiscal date. The PO Line Creation Date field displays the normalized date, while the other fields are various calculated date formats that you may find useful when creating reports.

    The date calculations for this table are according to the ISO 8601 standard. Week number is calculated as explained at The ISO week date system. The week starts on Monday, according to the standard.

    PO Line Creation Date
    Field Description Additional Information
    PO Line Creation Date The date the PO Line was created in a date format such as 2/29/2012. This field is located at: Acquisitions > All PO Lines > PO Line Summary section> [PO link] > Information Icon  

    The label in Alma is Created on
    PO Line Creation Start Of Week The date of the first business day of the week in a date format such as 2/29/2014.      
    PO Line Creation Week Number The number of the week of the year in a two-digit format, such as 04.      
    PO Line Creation Month Key The month of the date in number format such as 2.      
    PO Line Creation Month The month of the date in month description format such as February.      
    PO Line Creation Full Month The month and the year of the date in a display format such as Feb 12.  
    PO Line Creation Quarter The quarter of the date in a display format such as Q1.  
    PO Line Creation Year The year of the date in number format such as 2012.  
    PO Line Creation Fiscal Month Key The fiscal month of the date in number format such as 2 for February. Configured at Configuration Menu > Acquisitions > General > Fund and Ledger Fiscal Period.
    PO Line Creation Fiscal Year The fiscal year of the date in string format such as 2012. Configured at Configuration Menu > Acquisitions > General > Fund and Ledger Fiscal Period.
    PO Line Creation Date Filter Used to filter report results by date.  
    PO Line Creation Year-Month The year and the month in a format such as 2023-01.  
    PO Line Creation Date 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. This field is only available in the Funds Expenditure subject area.

    Fund Information

    This dimension allows you to report on fund information together with physical item information. The Receiving Date field from the Physical Item Details folder can be used together with library, location, and fund information to create reports combining receiving date and fund.
    This dimension enables you to answer the following business question: What is the cost per use for physical inventory? Some applications of this question are the following:
    • What is the number of physical items purchased with specific funds during the past year?
    • What is the number of loans by fund that purchased the loaned item?
    • What is the average number of loans per physical item for physical items purchased in the past year with specific funds?
    • Which funds used to purchase items in the last year had the lowest rate of circulation for those items?
    • How much money was expended on items acquired in a given fiscal year that have not circulated within X number of years, with a breakdown by fund, call number, and location?
    • Attributes (grey fields) from all dimensions, including the Physical Item Details dimension can be used together with measures and attributes from the Fund Information dimension.
    • Do not use the measures (yellow fields) from the Physical Item Details dimension together with measures (yellow fields) or attributes (grey fields) from the Fund Information dimension. This produces incorrect results.
    • This dimension is only for expenditure type transactions.
    The Fund Information dimension contains the following folders:
    • Fund Instructions (Tooltip) - A tooltip that explains how to use the Fund Information dimension
    • Fund Measures
      Fund Measures
      Field Description Additional Information
      Fund Expenditure When an item is retrieved, this is the amount that came out of the specific fund for the specific item. It is a transaction of type Expenditure.  
      Num of Items per Fund When a specific fund is retrieved, this is the number of items ordered from that fund. (One item can be for multiple funds.)  
      Num of Loans per Fund (In House + Not in House) When a specific fund is retrieved, this is the number of in house + not in house loans for items ordered from that fund. (Since one item can be for multiple funds, one loan can also be from multiple funds.)  
      Num of Loans per Fund (In House) When a specific fund is retrieved, this is the number of in house loans for items ordered from that fund. (Since one item can be for multiple funds, one loan can also be from multiple funds.)  
      Num of Loans per Fund (Not in House) When a specific fund is retrieved, this is the number of not in house loans for items ordered from that fund. (Since one item can be for multiple funds, one loan can also be from multiple funds.)  
      % from Funds When a specific fund is retrieved, this is the percentage of the price of the item that came from that fund. If there is one fund, it will be 100%. If the item cost is 100 USD and fund A spent 30 USD on it and fund B spent 70 USD on it, the % from Funds is 30% for fund A and 70% for fund B.  
      Num of Requests (Booking) The number of booking requests  
      Num of Requests (Digitization) The number of digitization requests  
      Num of Requests (General Hold) The number of general hold requests  
      Num of Requests (Physical Item) The number of physical item requests  
      Num of Requests (Total) The total number of requests  
    • PO Line Type, Fund, Fund Fiscal Period - For more information, see the Funds Expenditure subject area.

    Receiving Operator

    The Receiving Operator table is a dimension table that stores details about the receiving operator.
    Receiving Operator
    Field Description Additional Information
    Campus Code The campus code of the receiving operator  
    External ID The external ID of the receiving operator  
    First Name The first name of the receiving operator  
    Gender The gender of the receiving operator  
    IdP Service in Use Indicates if an identity provider service is in use  
    Job Description The job description of the receiving operator  
    Job Title The job catagory of the receiving operator  
    Last Name The last name of the receiving operator  
    Last Activity Date The last date that a patron made a request or borrowed or returned an item  
    Middle Name The middle name of the receiving operator  
    Preferred First Name The preferred first name of the receiving operator  
    Preferred Last Name The preferred last name of the receiving operator  
    Preferred Middle Name The preferred middle name of the receiving operator  
    Primary Identifier The primary identifier of the receiving operator  
    Status The status of the user with the receiving operator role Possible values are:
    • Active
    • Inactive
    • Deleted
    User Group The user group of the receiving operator  
    User Record Type The user record type of the receiving operator  
    User Type The user type of the receiving operator  

    Rialto PO Line Details

    The Rialto PO Line Details is a dimension table that contains fields relating to PO Lines fulfilled by Rialto, which can be used to answer the following business questions:

    • How much was spent for Rialto PO Lines?
    • How many PO Lines are Rialto?
    • What are the fiscal year expenditures for Rialto?
    Rialto Request Details
    Field Description Field Location in Rialto Additional Information Data Type Data Size

    Fulfilled by Rialto

    Orders that were placed with Rialto and were received/activated. 

    Market > Order History > Order History   VARCHAR 10

    Rialto Cart Origin

    The last touch point of an order before it was placed. This can indicate if it was found through search, selection plan, sent to a list, etc.  

    Market > Persistent Search toolbar > Cart icon

    This can be helpful if end users wants to get a feel for how their staff are finding titles. However, since it is the last touch point, it is a limited scope. 

    VARCHAR 2000

    Rialto EBA ID

    A unique identifier for an EBA plan managed in Rialto. 

    Market > Automatic Selection > Evidence Based Acquisition

    This allows end users to focus on a specific EBA plan. 

    DOUBLE  

    Rialto Fail Code

    The code of a failed purchase. Configuration menu > Market > Rialto Vendor Codes   VARCHAR 255

    Rialto License

    The license selected by the user for an electronic purchase. Market > Market > Market Search...On the Offers page, to the right of each upgradeable item Possible values:
    • Non Linear Lending
    • Unlimited Access
    • Single User
    • Three User
    • Concurrent Access
    VARCHAR 255

    Rialto List ID

    A unique identifier for user created offer lists within Rialto. 

    Market > My Lists > My Lists   DOUBLE  

    Rialto Order Status

    The most recent order status sent from the Rialto order processing system. 

    Market > Order History > Order History Possible values:
    • Waiting for Approval
    • Order Placed
    • Order Placed (Activated)
    • Sent to Provider
    • Rejected
    • Processing
    • Fully Received
    • Activated
    • Order Complete
    • Order Complete (Activated)
    • Canceled

    For more information on order statuses, see Rialto Order Statuses.

    VARCHAR 4000

    Rialto Origin ID

    The ID of the order origin if it is a list, feed, or selection plan. Market > Order History > Order History...search for an order by Origin ID   DOUBLE  

    Rialto Request Cancellation By

    The user who requested to cancel an order. 

    Market > Order History > Order History...selecting "Request cancellation"   DOUBLE  

    Rialto SP ID

    A unique identifier for selection plans in Rialto.

    Market > Automatic Selection > Selection Plans This allows end users to focus on a specific selection plan.  DOUBLE  

    Rialto Template ID

    A unique identifier for cart templates that were created in Rialto. 

    Market > Orders >  Cart Templates   DOUBLE  

    Rialto Transaction Type

    The transaction type.  Market > Order History > Order History...Facets on the Order History Page Possible values:
    • FIRM_ORDER
    • SELECTION_PLAN
    • EBA
    VARCHAR 2000

    Institution

    The shared Institution dimension allows the Network Zone to view reports according to institution. 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.

    This dimension is available in every subject area. It contains the following fields:

    Institution
    Field Description Additional information Data Type Data Size
    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.

    VARCHAR 50
    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.

    VARCHAR 255
    Institution Address Line 1 The first line of the address of the institution. It usually includes the building number and the street name. Configured from: Configuration > General > Add a Library or Edit Library Information > Contact Information tab. This is taken from the address configured as the Preferred address.

    The label in Alma is  Address Line 1.

    VARCHAR 1000
    Institution City The city of the institution. Configured from: Configuration > General > Add a Library or Edit Library Information > Contact Information tab. This is taken from the address configured as the Preferred address.

    The label in Alma is City.

    VARCHAR 255
    Institution State Province The state or province of the institution. Configured from: Configuration > General > Add a Library or Edit Library Information > Contact Information tab. This is taken from the address configured as the Preferred address.

    The label in Alma is State/Province.

    VARCHAR 320
    Institution Country The country of the institution. Configured from: Configuration > General > Add a Library or Edit Library Information > Contact Information tab. This is taken from the address configured as the Preferred address.

    The label in Alma is Country.

    VARCHAR 320
    Institution Postal Code The postal code of the institution. Configured from: Configuration > General > Add a Library or Edit Library Information > Contact Information tab. This is taken from the address configured as the Preferred address.

    The label in Alma is Postal code.

    VARCHAR 200
    Institution Timezone The timezone of the institution. The timezone is set during implementation. VARCHAR 255
    Data Available As Of When the institution data became available in analytics. Displayed at the bottom of the main Analytics menu. VARCHAR 255
    Data Updated As Of When the institution data was taken from the Alma database. Displayed at the bottom of the main Analytics menu. VARCHAR 255

    Shared Dimensions with Other Subject Areas

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