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    Purchase Requests (Analytics)

    Analytics

    Using the Purchase Requests subject area you can create reports concerning purchase requests and answer the following business questions:
    • How many purchase requests were made in a time range?
    • How many purchase requests were assigned to a user?
    • How many purchase requests have a PO line?
    • How many purchase requests were made per status?
    purchase_requests_star_diagram.png
    Star Diagram – Purchase Requests

    Field Descriptions

    The following lists the fields available in Purchase Requests.
    purchase_requests_field_descriptions.png
    Purchase Requests – Field Descriptions

    Purchase Request Measures

    The Purchase Request Measures table is a fact table that stores the measures of purchase requests.
    Purchase Request Measures
    Field Description Additional Information
    Number of Purchase Requests The number of purchase requests  
    Estimated Cost The estimated cost  
    Number of Purchase Requests - Books The number of purchase requests for books  
    Number of Purchase Requests - Electronic The number of purchase requests for electronic material  
    Number of Purchase Requests - Electronic Books The number of purchase requests for electronic books  
    Number of Purchase Requests - Electronic Journals The number of purchase requests for electronic journals  
    Number of Purchase Requests - Journals The number of purchase requests for journals  
    Number of Purchase Requests - Physical The number of purchase requests for physical material  
    Number of Purchase Requests - Physical Books The number of purchase requests for physical books  
    Number of Purchase Requests - Physical Journals The number of purchase requests for physical journals  
    Number of Purchase Requests Approved The number of purchase requests approved  
    Number of Purchase Requests In Review The number of purchase requests in review  
    Number of Purchase Requests Rejected The number of purchase requests rejected  
    Number of Purchase Requests With Funds The number of purchase requests with funds  
    Number of Purchase Requests With PO Lines The number of purchase requests with PO lines  
    Number of Purchase Requests With Reading Lists The number of purchase requests with reading lists  

    Purchase Request Details

    Purchase Request Details is a dimension table that contains fields relating to purchase request details, such as Currency, Purchase Request ID, and Request Status.
    Purchase Request Details
    Field Description Additional Information
    Application The application that created the record  
    Approved Format The approved format of the purchase request  
    Author The author of the purchase request  
    Citation Type The citation type of the purchase request  
    Creation Date and Time The creation date and time  
    Currency The currency of the purchase request  
    ISSN / ISBN The ISSN / ISBN of the purchase request  
    LCCN The LCCN of the purchase request  
    Located Bibliographic Information Indicates (Yes/No) if the purchase request has a linked bibliographic record  
    Located Bibliographic Information Flag Indicates (1/0) if the purchase request has a linked bibliographic record  
    Modification Date and Time The modification date and time  
    Modification Details The modification details  of the purchase request  
    Modified By Job The job ID of the last job that updated the record  
    OCLC Number The OCLC number of the purchase request  
    Purchase Request ID The ID of the purchase request  
    Rejection Reason The rejection reason of the purchase request  
    Request Status The request status of the purchase request  
    Requested Format The requested format of the purchase request  
    Requester Note The requester note of the purchase request  
    Source Type The source type of the purchase request  
    Title The title of the purchase request  

    Bibliographic Details

    Bibliographic details is a shared dimension that contains bibliographic information about the purchase request.
    Bibliographic Details
    Field Source in Alma (for Internal Reference) Mapping from MARC21 Mapping from UNIMARC
    Title Taken from display.title in the display section of the operational record MARC 245 subfields a,b 249 a,b,c,v 200 a,c,d,e,h,i
    Title (Filing) The title with common words such as "The" and "An" removed to help with sorting the title.
    For a video describing the use of this field, see Sort Analytics Reports by Filing Title - Ignoring "The", "A", and "An".
    240 245   200 a,e 500
    Title (Normalized) The normalized Title. This field is useful when you want to use the normalized title from one subject area to compare with a report with fields from a different subject area. This field is built in the following manner:
    Alma does the following to the 245 field (except subfields c,h,6 and 8) in the following order:
    1. Removes non filing text.
    2. Removes <<>> and anything between them.
    3. Removes these characters: []|,.;:"
    4. Changes these characters to a space: !@#$%^&*()_+-={}\<>?/~'
    5. Changes characters to lowercase.
    6. Packs spaces (replace all sequences of more than one space with a single space).

    245 a,b

    249 a,b,c,v

    200 a,c,d,e,h,i
    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
    Title (Complete) The information from MARC field 245, subfields $p, $n, $s, $k, $f, $g. 245 a,n,p,h,b,c,f,g,k,s 200 a-i
    Author Taken from display.author in the display section of the operational record 100,110,111 700,701,710,711
    Author (Contributor) An additional Author field

    711 a,c-e,i,j,n,q,u and its 880

    700 a-e,j,q,u and its 880

    710 a-e,i,n,u and its 880

    700 a-d,f,p

    701 a-d,f,p 

    710 a-h,p

    711 a-h,p

    720 a,f"

    721 a,f

    702 a-d,f,g 

    712 a-h,p

    722 a,f

    Collection Name The name of the collection    
    Bibliographic Source of Acquisition Note The name of the people or organization that is the source of the material (from MARC field 541 $a) 541 a  
    Bibliographic Acquisition Accession Number Note The identification code assigned to materials acquired in a single and separate transfer of custody (from MARC field 541 $e). 541 e  
    Collection ID The ID of the collection    
    ISBN Taken from search.isbn in the search section of the operational record MARC 020 a MARC 776 z 010 a
    ISSN Taken from the MMS Display Table in the search section of the operational record 022 l,a 776 x 011 a f
    Original Cataloging Agency The MARC code or the name of the organization that created the original record 040 a 081 b
    Publisher Taken from display.publisher_const_b in the display section of the operational record

    260 b

    264 b

    210 c

    214 c

    Publication Date Taken from display.date_of_publication in the display section of the operational record
    The publication date is determined as follows:
    • the bibliographic details publication date comes from 264 subfield c
    • if there is no 264 subfield c, then the publication date comes from 260 subfield c
    • if there is no 264 subfield c and also no 260 subfield c, then the publication date comes from 008 pos. 7-10
    The publication date is determined as follows:
    • the bibliographic details publication date comes from 210 subfield d
    • If there is no 210 subfield d, then the publication date comes from field 214 subfield d.
    • if both fields do not exist, then the publication date comes from field 100 subfield a pos. 9-12 
    Publication Place Taken from display.place_of_pu blication in the display section of the operational record 260 a 264 a 210 a 214 a
    Place Code Taken from display.place_code in the display section of the operational record 008 pos. 15-17  
    Place of Publication - Country The country of publication    
    Place of Publication - State The state of publication    
    Place of Publication - City The city of publication    
    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  
    Material Type Code Code of the material type described above (in Material Type). MARC control LDR Material Type  
    Begin Publication Date Taken from display.begin_pub_date in the search section of the operation 008 pos. 07-10 100.Date1
    End Publication Date Taken from display.end_pub_date in the search section of the operation 008 pos. 11-14 100.Date2
    Category of Material Taken from display. category_of_material in the display section of the operational record Position 0 of the 007 field  200 b
    Bibliographic Level Taken from display.bib_level in the display section of the operational record Position 7 of the LDR field of the bibliographic record Position 7 of the LDR field of the bibliographic record
    Bibliographic ID Taken from display.bib_id in the display section in the operational record 010 excluding numeric subfields 020 a
    Network Number Taken from search. other_system_number in the search section of the operational record 035 a z 053 a z
    OCLC Control Number (019) The OCLC control number 019 a  
    OCLC Control Number (035a) The OCLC control number 035 a 035 a
    OCLC Control Number (035a+z) The OCLC control number 035a+z 035a+z
    OCLC Control Number (035z) The OCLC control number 035 z 035 z
    BIB 008 MARC The contents of the MARC 008 bibliographic field 008  
    BIB LDR MARC The contents of the MARC LDR bibliographic field LDR  
    Open Access Indicates if the article is open access Based on 506 f 506 2  
    Edition Taken from display.complete_edition in the display section of the operational record MARC 250 subfields a,b 205 a,b,f,g
    Form of Item The form of the item MARC 008 pos. 23  
    Government Publication The government publication type MARC 008 pos. 28  
    Language Code Taken from display.language in the display section in the operational record 008 pos. 35-37 101 a
    Series Taken from display.series_small in the display section in the operational record

    800 t

    801 t

    811 t

    830 a,n,p,v

    410 a,h,i,o,t,x
    Subjects Taken from display.subjects in the display section of the operational record 69X,630,689 600 a,b 602 603-8 610 616 617
    Type of Date Taken from display. type_of_date in the search section of the operational record 008 pos. 6 100 pos 8
    Uniform Title Taken from display.uniform_title in the display section of the operational record 240 130 500
    Uniform Resource Identifier The uniform resource identifier 856 u 856 u
    Resource Type Constructed based on existing bibliographic fields such as the LDR and 008. For more information, see The Resource Type Field.    
    The following table describes other fields in the shared dimension (taken from Alma and not MARC):
    Bibliographic Details
    Field Source in Alma (for Internal Reference)
    Active Course Code The code of an active course.
    Active Course Name The name of an active course.
    MMS ID Stores the MMS ID of the item. This is the MMS ID of the portfolios associated with the electronic collection. It is not the MMS ID of the electronic collection or of the MMS ID of the descriptive bibliographic record added in the Additional tab of the electronic collection editor. If there are no portfolios, the value of this field is empty.
    LC Classification Top Line Stores the combined LC code and classification numbers until the first period which is followed by a letter. If there are no periods then the entire string is taken until there is a space. The length is limited to 50 characters.
    For example:
    • if the LC Classification is | a HB3821.I8 |b R3 then the LC Classification Top Line will be HB3821
    • if the LC Classification is | a DF506.5 |b .G27 then the LC Classification Top Line will be DF506.5
    • if the LC Classification is | a N 7353 |b .K513 1965 then the LC Classification Top Line will be N
    • if the LC Classification is | a NOT YET ORDERED then the LC Classification Top Line will be NOT
    The LC Classification Top Line will contain one value. For MARC21, if the bibliographic record has:
    • both 090 and 050 then the LC Classification Top Line will come from 090
    • 050 and not 090 then the LC Classification Top Line will come from 050
    • 090 and not 050 then the LC Classification Top Line will come from 090
    Dewey Classification Stores the Dewey Classification
    Dewey Classification Top Line Stores the first 3 digits of the Dewey Classification
    Chinese Classifications Stores the Chinese Classification
    Local Param 1-10 This field allows you to enrich the bibliographic and holdings information exported to Analytics with additional information from MARC fields in Alma."
    In order to make use of this field, you must contact Ex Libris Support and supply them with a three-digit MARC field code (for example, 901). (The field does not need to include a 9.)
    The fields can be number and code fields but not control fields. Therefore, the field must be greater than or equal to 010, because 00X are Control Fields and 01X-09X are Numbers and Code Fields.
    Following configuration of this field by Ex Libris Support, its value will be available in analytics.
    Subfields can be maintained in the Analytics fields identified for Local Param. When this capability is implemented, fields/subfields appear in Alma Analytics with the Alma subfield delimiter (either $$ or ‡) used to delineate the subfield content. Contact Support to enable this feature. Note that reindexing is required to fully implement this capability.
    Note that the local param fields are not related to the MARC type of the record. For example, if field 913 is defined to be in local param 1 then field 913 will always be in local param 1. This is the case if the record is of the type KORMARC, CNMARC, UNIMARC, MARC21, and so forth. It is not possible to have different sets of Local Param 1-10 for different types of MARC.
    Link ID The link ID
    Linked to CZ Indicates if the record is linked to the Community Zone
    Linked to NZ Indicates if the record is linked to the Network Zone
    Creator Stores the name of the user that created the record
    Creation Date Stores the creation date
    Managed by Provider Indicates if the electronic resource is managed by the provider
    Modified By Stores the user name that modified the record
    Modification Date Stores the modification date
    Peer Reviewed Indicates if the article was peer reviewed
    Provider Name The name of the provider
    Record Format The format of the bibliographic record. Possible values:
    • MARC 21
    • DC
    • KORMARC
    • CNMARK
    • UNIMARC
    • None
    Suppressed from Discovery Indicates whether the record is suppressed from external discovery systems
    Bibliographic Lifecycle The Lifecycle of the item. Possible values are Deleted and In Repository. This allows you to filter reports by In Repository/Deleted items.
    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.
    ISSN (Normalized) The normalized ISSN. This field is useful when you want to use the normalized ISSN from one subject area to compare with a report with fields from a different subject area.
    ISBN (Normalized)
    The ISBN. Created for uniformity with Title (Normalized) and ISSN (Normalized).
    Brief Level The level of the brief record
    Originating System The system where the bibliographic record originated
    Originating System ID The ID of the system where the bibliographic record originated
    Originating System Version The version of the originating system

    Classifications

    Classifications contains the Dewey Classification, LC Classification, and Other Classifications shared dimensions.
    Dewey Classifications
    Field Description Additional information
    Dewey Number Holds the first 3 digits of the Dewey Classification.
    The Dewey Number comes from the bibliographic record, except for in the Physical Items subject area where it comes from the holdings record.
    Group1 Stores the name of the first level.  
    Group2 Stores the name of the second level.  
    Group3 Stores the name of the third level.  
    Dewey Classifications Stores the Hierarchy column that allows the user to drill down from the first level of the Dewey Classification to the third level. Using this column provides the user with the option to view the accumulative measures (loans or returns) in each level of the hierarchy.  
    LC Classifications
    Field Description Additional information
    Start Range Stores the start range of the group such as PS501  
    End Range Stores the end range of the group such as PS689  
    Classification Code Stores the letters in the beginning of the range such as PS
    • In the Fulfillment subject area, if there is more than one classification code, the last one appears.
    • The Classification Code comes from the bibliographic record, except for in the Physical Items subject area where it comes from the holdings record.
    Start Range Number Stores the numbers that come after the letter in the start range  
    End Range Number Stores the numbers that come after the letter in the end range  
    Group1 Stores the name of the first level  
    Group2 Stores the name of the second level  
    Group3 Stores the name of the third level  
    Group4 Stores the name of the fourth level  
    Group5 Stores the name of the fifth level  
    Classifications Stores the Hierarchy column that allows the user to drill down from the first level of the classification to the fourth level. Using this column provides the user with the option to view the accumulative measures. Note that the fifth level is not included in this field.  
    The Other Classifications table is a dimension table that contains fields for classification systems other than LC and Dewey.
    Other Classifications
    Field Description Additional Information
    Chinese Classifications
    Classification Code The Chinese Classification code with which to find a match to the Chinese Classification code from the bibliographic record.  
    Group 1-7 (Chinese) Stores the Chinese Classification Code, which comes from the bibliographic record.  
    Group 1-7 (English) Stores the name of the levels of classification  
    Chinese Classifications (Taiwan)
    Classification Code The Chinese Classification code with which to find a match to the Chinese Classification code from the bibliographic record.  
    Group 1-3 (Chinese) Stores the Chinese Classification Code, which comes from the bibliographic record.  
    Group 1-3 (English) Stores the name of the levels of classification  

    Creation Date

    The Creation Date dimension is a dimension table that stores details about the creation date of the purchase request.
    Creation Date
    Field Description Additional Information
    Creation Date Stores the date in the format 2/29/2012  
    Creation Start of Week The date of the first business day of the week  
    Creation Week Number The number of the week of the year  
    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 month
    Creation Month Stores the month of the date in month description format such as February  
    Creation Full Month Stores the month and the year of the date in a display format such as Feb 12  
    Creation Quarter Stores the quarter of the date in a display format such as Q1  
    Creation Year Stores the year of the date in string format such as 2012  
    Creation Fiscal Month Key Stores the fiscal month of the date in number format such as 2 for February  
    Creation Fiscal Year Stores the fiscal year of the date in string format such as 2012.  
    Modification Date Filter Used to filter report results by date  
    Creation Date Stores the Hierarchy column that allows the user to drill down from the year to the month to the specific loan date. Using this column provides the user with the option to view the accumulative measures in each level of the hierarchy.  

    Modification Date

    The Modification Date dimension is a dimension table that stores details about the modification date of the purchase request.
    Modification Date
    Field Description Additional Information
    Modification Date Stores the date in the format 2/29/2012  
    Modification Start of Week The date of the first business day of the week  
    Modification Week Number The number of the week of the year  
    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 month
    Modification Month Stores the month of the date in month description format such as February  
    Modification Full Month Stores the month and the year of the date in a display format such as Feb 12  
    Modification Quarter Stores the quarter of the date in a display format such as Q1  
    Modification Year Stores the year of the date in string format such as 2012  
    Modification Fiscal Month Key Stores the fiscal month of the date in number format such as 2 for February  
    Modification Fiscal Year Stores the fiscal year of the date in string format such as 2012.  
    Modification Date Filter Used to filter report results by date  
    Modification Date Stores the Hierarchy column that allows the user to drill down from the year to the month to the specific loan date. Using this column provides the user with the option to view the accumulative measures in each level of the hierarchy.  

    Fund Ledger

    The Fund Ledger table is a dimension table that stores the details about the fund with which the purchase request is associated.
    Fund Ledger
    Field Description Additional Information
    Currency Stores the fund's currency  
    Distance The number of levels the fund is from the top level fund in the hierarchy  
    External ID The fund ID used by an external system.  
    Fiscal Period ID The ID of the fiscal period  
    Fund Area Code Stores values defined in the Fund Types table and attributed to funds, for example: Endowed, Gift, General, Grant, Income, and Resource Sharing. For more information, see Configuring Fund Types. This field is named Fund type in Alma and is created via a mapping table. See the figures Fund and Ledger - Summary Details and Fund Types, below.
    Fund Area Description Stores the fund area description  
    Fund Description The contents of the Description field of the Summary tab of the fund  
    Fund Ledger Code Stores the fund ledger code unique to each institution and fiscal period This code is not unique, since each year another entry is made for the same code
    Fund Ledger ID Stores the unique ID of the fund  
    Fund Ledger Name Stores the fund ledger name  
    Fund Ledger Owner Code The owner code of the fund ledger  
    Fund Ledger Owner Name The owner name of the fund ledger  
    Fund Ledger Status Indicates if the fund is active or inactive  
    Fund Type Stores one of the following types:
    • Ledger
    • Summary
    • Allocated
     
    Note Stores the note  

    Parent Fund Ledger Code

    Stores the parent fund ledger code  
    Parent Fund Ledger ID Stores the unique ID of the fund's parent  
    Parent Fund Ledger Name Stores the parent fund ledger name  

    Library Unit

    The Library Unit table is a dimension table that stores details about the library where the PO Line was created.
    Library Unit
    Field Description Additional Information
    Library Code Stores the library code  
    Library Code (Active) Stores the code of active (not deleted) libraries  
    Library Name Stores the library name  
    Library Name (Active) Stores the library name of active (not deleted) libraries  
    Library Description Stores the library description  
    Unit Type Store the type of organization unit Values can be Institution/Library

    Owning Library

    The Owning Library table is a dimension table that stores details about the library/institution that created the purchase request. The primary key of the table is ORGANIZATION_ID.
    The field descriptions are the same as those of the Library Unit shared dimension:
    Library Unit
    Field Description Additional Information
    Library Code Stores the library code  
    Library Code (Active) Stores the code of active (not deleted) libraries  
    Library Name Stores the library name  
    Library Name (Active) Stores the library name of active (not deleted) libraries  
    Library Description Stores the library description  
    Unit Type Store the type of organization unit Values can be Institution/Library

    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
    Field Description Additional Information
    PO Number Stores the business identifier of the PO related to the PO line. See the field location in Alma on the PO Line Summary Page below.
    PO ERP Number The ERP 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
    PO Line Reference Stores the business identifier of the PO line This is the PO line number in Alma. See the Order Line field in Alma on the PO Line Summary Page below.
    Item Description Description of the item 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. See the field location in Alma on the PO Line Summary Page below.
    Status Stores 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.
    See the field location in Alma on the PO Line Summary Page below.
    Status (Active) Indicates the sub-status of the Status field. For example: Waiting for Invoice, Waiting for Manual Renewal, Waiting for Renewal, Under Evaluation, Sent, In Review, Ready to Be Sent, Waiting for Packaging, and Manual Packaging  
    Order Line Type The order line type as it appears in the order in Alma See the field location in Alma on the PO Line Summary Page below.
    Order Line Type Code A short code for the Order line type  
    Sent Date Stores the date that the PO/ PO line is sent to the vendor See the field location in Alma on the PO Line Summary Page below.
    Currency The currency of the transaction.  
    List Price The list price for a single copy of the item See the field location in Alma on the PO Line Summary Page below.
    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 See the field location in Alma on the PO Line Summary Page below.
    Quantity for Pricing The number of items to be paid for. 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." See the field location in Alma on the PO Line Summary Page below.
    Discount The discount amount. See the field location in Alma on the PO Line Summary Page below.
    Vendor Name The vendor name as defined in the Alma vendor details definitions.
    Vendor Code The vendor code as defined in the Alma vendor details definitions. All the vendors that have been on the order, not just the active vendor.
    Vendor Account Description The vendor description as defined in the Alma vendor account definitions.  
    Vendor Account Code The vendor description as defined in the Alma vendor account definitions  
    Vendor Contact Person ID Stores the related vendor contact person ID  
    Vendor Reference Number Type Stores the type of the reference number See the field location in Alma on the PO Line Summary Page below.
    Vendor Reference Number Store 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 See the field location in Alma on the PO Line Summary Page below.
    Material Supplier The vendor supplying the material being ordered The material supplier field as displayed in Alma PO line page. This is a concatenation of: name (code)/account description (account code).
    Material Type The material type of the PO line See the field location in Alma on the PO Line Summary Page below.
    Note To Vendor Notes to the vendor. See the field location in Alma on the PO Line Summary Page below.
    Acquisition Method Stores the method by which the PO Line is acquired with the default value set as Purchase. This value may affect when the PO Line is sent. See the field location in Alma on the PO Line Summary Page below.
    Acquisition Method Description The description of the acquisition method  
    Rush Indicates whether the PO line is to be rushed. See the field location in Alma on the PO Line Summary Page below.
    Cancellation Restriction Indicates if a cancellation restriction note, containing a warning upon the cancellation of a PO line, is configured to be displayed. See the field location in Alma on the PO Line Summary Page below.
    Cancellation Restriction Note The warning to be displayed when canceling a PO line. See the field location in Alma on the PO Line Summary Page below.
    Cancellation Reason Stores the reason that a PO line is canceled and displays only on canceled lines. Values are in the code table POLineCancellationReasons  
    Is Claimed Flags the PO Line if there is an open claim to the vendor. A PO line is claimed if the items were not received.  
    Shipping Method Stores the method for the vendor to ship the order Per the values in Shipping Method code table defined in the acquisition configuration menu
    Ship to Address ID Stores the library shipping address that should be used by the vendor  
    Shipped To Address Line 1-5 The shipped to address lines.  
    Shipped To Address City The shipped to city.  
    Shipped To Address Country The shipped to country.  
    PO Line Creation Date Stores the timestamp of the PO line creation date.  
    PO Line Modification Date Stores the timestamp of the PO line modification date  
    PO Line Owner Library Code The code of the PO line owner library  
    PO Line Owner Library Name The name of the  PO line owner library  
    PO Line Identifier The identifier of the PO line  
    PO Line Vendor Title Number The number of the PO line vendor title  
    PO Line Manual Packaging Indicates if the PO line was manually packaged into a PO  
    PO Line Routing During Receiving Indicates that the PO line is marked for routing during receiving  
    PO Line Binding During Receiving Indicates that the PO line is marked for binding during receiving  
    PO Line Title The title of the PO line  
    PO Creation Date Stores the timestamp of the PO creation date  
    PO Modification Date Stores the timestamp of the PO modification date  
    Expected Activation Date Stores the expected date for the resource activation by vendor for electronic PO lines  
    Expected Activation Interval For electronic PO Lines, the number of days after ordering that you expect electronic orders to be activated  
    Claiming Date The number of days from the expected receipt/activation date to the date on which the PO line is sent to the claims task list The default value is taken from the Claiming grace period field on the Vendor Account Details.
    Subscription From Date Stores the date for the beginning of a subscription for continuous orders  
    Subscription To Date Stores the date for the end of a subscription for continuous orders  
    Receiving Date (Latest in POL) This field allows you to retrieve the latest receiving date for an item in a PO line. This is useful, since a PO line can have several items and each of the items may have a different receiving date
    Expected Receiving Date Stores the expected date for physical items to be received from the vendor for physical PO lines See the field location in Alma on the PO Line Summary Page below.
    Expected Receipt after Ordering Interval For physical PO Lines, the number of days after ordering that you expect physical orders to be received See the field location in Alma on the PO Line Summary Page below.
    Receiving Note Text enabling the Purchasing Operator to indicate to the Receiving Operator the intended location of serial order items in which no inventory items are created. See the field location in Alma on the PO Line Summary Page below.
    Receiving Status Stores an indication of whether or not all physical items were received in the receiving workbench  
    Renewal Date Stores the date of the PO line’s next renewal for continuous orders  
    Renewal Reminder Period Determines how many days before renewal is mail regarding that renewal sent  
    Renewal Cycle Stores 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. Defined in the RenewalCycle code table.
    Manual Renewal Stores an indication that the PO line is renewed manually or automatically  
    PO Creator Stores the user name that created the PO  
    PO Line Creator Stores the user name that created the PO line  
    PO Modified By Stores the user name that modified the PO  
    PO Line Modified By Stores the user name that modified the PO line  
    Interested Users Displays the interested users for the PO line. in case more than one user is added to the PO line, values are concatenated List of interested user in Alma is displayed in the interested users tab of the PO line. Note that in order to search for a specific user, you should use the contain filter in order to find also cases that more than 1 user was added to the PO.
    Assigned To Stores the user that is assigned to the order  
    Application Used for identifying migrated lines  
    CKB ID Stores a reference to the electronic collection PID for electronic PO lines  
    License ID Stores the ID of the license of the PO line that is relevant for electronic PO lines  
    Source Type Stores the source from which the PO line originated. Values for example: EOD, Manual, Migration, and so forth  
    Source ID Stores the source file ID used for the EOD lines  
    Associated PO Line PO line associated with the current one  
    Association Type The type of association between PO lines, such as defined by user or by a process or job.  
    Reporting Code Stores the reporting code that is used. See the field location in Alma on the PO Line Summary Page below.
    Reporting Code - Secondary Stores the secondary reporting code.  
    Reporting Code Description Stores the description of the reporting code  
    Reporting Code Description - Secondary Stores the description of the secondary reporting code.  
    Reporting Code - Tertiary Stores the tertiary reporting code.  
    Reporting Code Description - Tertiary Stores the description of the tertiary reporting code.  
    Invoice Status The status of the invoice See the field location in Alma on the PO Line Summary Page below.
    Additional Order Reference An additional identifier for the PO line  
    • The PO line status is not currently mapped to analytics and will be added in a future release.
    Some of the fields of the PO Line dimension are taken from the fields of the PO Line Details page:
    purchase_order_line_details_newUI.png
    PO Line Summary Page

    PO Line Creation Date

    New for November!
    The PO Line Creation Date table is a dimension table that stores details about the date that the PO line was created.
    PO Line Creation Date
    Field Description Additional Information
    PO Line Creation Date Stores the date in the date format 2/29/2012  
    PO Line Creation Start Of Week The date of the first business day of the week  
    PO Line Creation Week Number The number of the week of the year  
    PO Line Creation Month Key Stores the month of the date in number format such as 2 for February  
    PO Line Creation Month Stores the month of the date in month description format such as February  
    PO Line Creation Full Month Stores the month and the year of the date in a display format such as Feb 12  
    PO Line Creation Quarter Stores the quarter of the date in a display format such as Q1  
    PO Line Creation Year Stores the year of the date in string format such as 2012  
    PO Line Creation Fiscal Month Key Stores the fiscal month of the date in number format such as 2 for February  
    PO Line Creation Fiscal Year Stores the fiscal year of the date in string format such as 2012.  
    PO Line Creation Date Filter Used to filter report results by date.  

    Purchase Request Approver, Purchase Request Assigned To, Purchase Request Creator, Purchase Request Modified By, Purchase Request Requester

    The Purchase Request Approver, Purchase Request Assigned To, Purchase Request Creator, Purchase Request Modified By, and Purchase Request Requester tables are dimension tables that contain fields relating to details of the roles of the purchase request workflow.
     
    Field Description Additional Information
    Birth Date The birth date  
    Campus Code The campus code  
    Creation Date The creation date  
    Creator The creator  
    Expiry Date The expiry date  
    External ID The external ID  
    Failed Authentication Indicates if authentication failed  
    First Name The first name  
    Full Name The full name  
    Gender The gender  
    Identifier 1-2 Identifiers 1-2  
    Job Category The job category  
    Job Description The job description  
    Last Name The last name  
    Last Activity Date The last date that a patron made a request or borrowed or returned an item  
    Linked from Institution Code The linked from institution code  
    Linked from Institution Name The linked from institution name  
    Linked to Other Institution Indicates if linked to another institution  
    Locked Out Date The locked out date  
    Middle Name The middle name  
    Modification Date The modification date  
    Modified By The user that modified  
    Preferred Language The preferred language  
    Primary Identifier The primary identifier  
    Purge Date The purge date  
    Resource Sharing Library The resource sharing library  
    Resource Sharing Library Code The resource sharing library code  
    Statistical Category 1-5 Statistical categories 1-5  
    Status The status  
    Status Date The status date  
    User Group The user group  
    User Group Code The user group code  
    User ID The user ID  
    User Record Type The user record type  
    User Title The user title  
    User Type The user type  

    Reading List Citations

    The Reading List Citations table is a dimension table that contains fields relating to reading list citations.
    Citation Metadata Details
    Field Description Additional Information
    Additional Person Name The additional person name  
    Article End Page The end page of the article  
    Article Number of Pages The number of pages in the article  
    Article Start Page The start page of the article  
    Assign to ID The assign to ID  
    Author The author of the article  
    Barcode The barcode  
    Book Call Number The call number of the book  
    Book Chapter Author The author of the book chapter This field is relevant only for citations created after March 2018.
    Book Chapter Editor The editor of the book chapter This field is relevant only for citations created after March 2018.
    Book Chapter Number The chapter number of the book  
    Book Chapter Title The title of the book chapter This field is relevant only for citations created after March 2018.
    Book Edition The edition of the book  
    Citation Alerts The alerts of the citation  
    Citation Attribute (1-5) The citation attributes. For information on configuring the citation attribute fields, see Displaying Citation Attributes in Analytics Reports.
    Citation Copyright ID The citation copyright ID  
    Citation Copyright Status The citation copyright status  
    Citation Creation Date The date the citation was created  
    Citation Creator The creator of the citation  
    Citation Due Date The due date of the citation  
    Citation Has Public Note Indicates if the citation has a public note  
    Citation ID The ID of the citation  
    Citation Library Internal Tags The library internal tags of the citation  
    Citation Library Tags The library tags of the citation  
    Citation License Type Indicates the type of the citation license, for example: Creative commons and DCS.  
    Citation License Type Code Indicates the code of the license type of the citation  
    Citation Locate Status Indicates if the resource is located. Possible values are:
    • Information Incomplete – Not enough information was entered to perform a resource locate
    • Locate Failed – A locate was attempted but failed to complete for some reason.
    • Locate Not Run – A locate was not attempted.
    • Multiple Resources Located – A locate was attempted and multiple resources were found.
    • No Resource Located – A locate was attempted but no resource was found.
    • Not Complete – A locate attempt is in process.
    • Resource Located – A locate was attempted and a single resource was found.
    Citation Material Type The citation material type.  
    Citation Modification Date The citation modification date  
    Citation Modified By The person who modified the citation  
    Citation Order A number indicating the place of the citation in order  
    Citation Origin Where the citation originated. Possible values are the following. Values such as Digital/Physical/Electronic indicate that the citation's origin is the Alma repository and the available formats of the resource:
    • CiteIt
    • Digital
    • Digital/Electronic
    • Digital/Physical
    • Digital/Physical/Electronic
    • Electronic
    • External URL
    • File
    • Manually Added
    • Mendeley
    • Physical
    • Physical/Digital
    • Primo Central
    • Refworks
    • Zotero
    • None
    Citation Public Note The public note of the citation  
    Citation Public Tags The public tags of the citation  
    Citation Source The source of the citation  
    Citation Source 1-10 The sources of the citation  
    Citation Status The status of the citation  
    Citation Type The citation type. Possible values are:
    • Electronic Article – An electronic item with Electronic Material Type=Journal
    • Physical Article – A physical item with Material Type=Journal
    • Physical Book – All other items
    Citation Uploaded File The file name that was uploaded to the citation  
    CLA/DCS Link The CLA/DCS link  
    Course End date The course end date  
    Course ID The course ID  
    Course Start Date The course start date  
    Digital File Date Added The date that the digital file was added  
    Digital File Name The name of the digital file  
    DOI The digital object identifier  
    ISBN The ISBN of the book  
    ISSN The ISSN of the journal  
    Issue The issue of the journal  
    Journal Title The title of the journal  
    Leganto Citation Library Discussion Last Update The last day the citation was discussed  
    Library ID The library ID  
    Locate Status The locate status  
    MMS ID The MMS ID  
    Note The note  
    Number of Citations The number of citations  
    Number of Library Discussions The number of library discussions of the citation  
    Number of Likes The number of likes of the citation  
    Number of Read It The number of Read Its of the citation  
    Number of Student Comments The number of student comments of the citation  
    OCLC Number The OCLC number  
    Owner ID The owner ID  
    Pages The pages of the citation  
    Part The part  
    Publication Date The date of publication  
    Publication Place The place of publication  
    Publish Citation End Date The publish citation end date  
    Publish Citation Start Date The publish citation start date  
    Publish Materials End Date The publish materials end date  
    Publish Materials Start Date The publish materials start date  
    Publish Section Visible Indicates whether the section is hidden from students outside of the section dates      
    Publisher The publisher  
    Reading List ID The reading list ID  
    Representation URL The representation URL  
    Section ID The section ID  
    Section Library Internal Tags The section library internal tags  
    Section Library Tags The section library tags  
    Section Public Tags The section public tags  
    Title The title of the citation  
    Volume The volume of the citation  

    Institution

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