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    Purchase Requests (Analytics)

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    Analytics

    Purchase requests enable librarians using Alma and instructors or patrons using Primo or Leganto to request that a library purchase a resource. The requester, or a librarian on behalf of a requester, fills in the details of the item and then sends the request for review. A purchase request operator or manager reviews the request and can approve or reject it.

    The analytics fields in this subject area relate primarily to the details of the resource requested and the status of the request.

    Using the Purchase Requests subject area you can 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 Possible values:
    • Approved
    • Cancelled
    • Failed
    • In Cart
    • In Review
    • Order Complete
    • Order Placed
    • Rejected
    • To be Canceled
    • Waiting for Approval
    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.

    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
    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 1-10

    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. 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
    		 VARCHAR 4000
    Suppressed from Discovery Indicates whether the record is suppressed from external discovery systems. VARCHAR 3

    Classifications

    Classifications contains the Dewey Classification, LC Classification, and Other Classifications shared dimensions.

    Dewey Classifications

    Users can view measures accumulated to the relevant group, including expenditures, encumbrances, and allocations grouped by classifications. 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 holdings record for the Physical Items subject area, and the bibliographic record in other subject areas.

    From Bibliographic Record:
    From 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
    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.    

    LC Classifications

    Users may view measures accumulated to the relevant group, including expenditures, encumbrances, and allocations grouped by classifications.
    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 holdings record for the Physical Items subject area, and from the bibliographic record in other subject areas.

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

    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
    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

    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.  
    Creation Date Filter Used to filter report results by date  
    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 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 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 loan date. Using this column provides the user with the option to view the accumulative measures in each level of the hierarchy.  

    Funds

    The Funds table is a dimension table that displays the details about the fund with which the transaction is associated. The primary key of the table is FUND_LEDGER_ID.

    There are the following types of funds:

    • Ledger
    • Summary
    • Allocated Fund

    Funds are kept in a parent-child relationship so that each fund has a connection to its parent.

    Funds Hierarchy Example

    Creating Reports According to Fund Type

    You can create reports according to fund type. If the procedures in this section are not implemented, the sums of all of the fund types may be added together in the transaction amount.

    • To create a report displaying funds of just one type, filter the Fund Type column according to Ledger, Allocated fund, or Summary fund:

    Filter by Fund

    • To create a report showing all of the fund types, add a column that displays any unique identifier of the fund, such as Fund Ledger Code:

    Fund Ledger Code

    Basic Concepts for Funds in Alma 

    Allocated and Summary Funds 

    A fund represents money in an account. A fund can be summary or allocated. 

    • Summary — This fund is not used for ordering and invoicing, but provides aggregate reporting on subordinate funds. You can add other funds to this type of fund. 
    • Allocated —This fund contains money that has been paid out or has been reserved for an open purchase. 

    A Summary Fund can only be associated with an Allocated Fund. A specific Allocated Fund (i.e. Allocated Fund 101) can only be associated with only one Ledger or Summary Fund, but not both.

    Fund Balance 

    Available Balance —The allocated balance, less (encumbrances minus disencumbrances) and less expenditures.

    Cash Balance — The allocated balance less expenditures.

    Allocated Balance —The total allocation, not counting any expenditures or encumbrances/disencumbrances. 

    Encumbered Balance — The sum of the fund's encumbrances minus disencumbrances. 

    Expenditure Balance — Also called expended balance, this is the sum of the fund's expenditures.

    Ledger 

    A ledger is essentially a collection of funds. Ledgers are defined for a specific date range, such as September 1 of this year to August 31 of next year. A Ledger can be associated with a Summary or Allocated Fund.

    Transactions 

    A transaction can be an allocation, encumbrance, disencumbrance, or expenditure. An allocation adds money to the fund, increasing its available balance. An encumbrance indicates money that is expected to be paid out, as the result of a PO line. A disencumbrance is added or increased when adding an expenditure linked to the same PO line as an encumbrance.

    Managing and Configuring Funds in Alma 

    You can manage funds in Alma by navigating to Acquisitions > Funds and Ledgers.

    You can configure fund types in Alma by navigating to Configuration > Acquisitions > Fund Types.

    For more information on funds see Managing Funds and Ledgers.

    The following table describes the fields in the Fund table.

    Fund
    Field Description Field Location in Alma Additional Information Data Type Data Size
    Fund Area Code The codes defined in the Fund Types table and attributed to funds, for example: Endowed, Gift, General, Grant, Income, and ResourceSharing. For more information, see Configuring Fund Types. Does not appear in the UI. Configured in the Code field in Configuration Menu > Acquisitions > General > Fund Types. VARCHAR 255
    Fund Area Description The description defined in the Fund Types table for the Fund Area Code (Fund Type). Fund type in the "General" section on the Summary Details page for Funds and Ledgers. This description comes from the configuration page as described in Fund Area Code above. VARCHAR 255
    Fund Code The fund or ledger code. Code in the "General" section on the Summary Details page for Funds and Ledgers.

    The code is reused when you roll over the ledger to a new fiscal period.

    This is filled by the user after selecting Add Ledger. It is not editable once the user saves and then goes back to edit.

    		 VARCHAR 255
    Fund Currency The default unit of currency for the ledger. Currency in the "General" section of the Summary Details page for Funds and Ledgers. The values are configured in the Currency Subset table (Configuration Menu > Acquisitions > General > Currency Subset). VARCHAR 255
    Fund Description The description of the fund. Description in the  "General" section on the Summary Details page for Funds and Ledgers.   VARCHAR 4000
    Fund External ID The fund ID in external/legacy systems. External ID in the "General" section on the Summary Details page for Funds and Ledgers. This ID is used to link to other system keys. (See also Fund ID.) VARCHAR 255
    Fund Fiscal Period ID The ID of the fiscal period to which this fund applies. Does not appear in the UI. Configured in the Fund And Ledger Fiscal Period table (Configuration > Acquisitions > Fund and Ledger Fiscal Period). VARCHAR 255
    Fund ID The unique ID of the fund within Alma.

    Does not appear in the UI.

    		 (See also Fund External ID.) VARCHAR 255
    Fund Name The fund name. Name in the "General" section on the Summary Details page for Funds and Ledgers. The name of the fund can be changed when it is rolled over to a new fiscal year. When working with accrual accounting (see Working With Accrual Accounting), the name of the fund in the new fiscal period should not be changed. VARCHAR 255
    Fund Note Notes that are relevant to the fund. The Notes tab in the Summary Details page for Funds and Ledgers. If there are multiple notes, they are concatenated. Two notes are separated by a semicolon. VARCHAR 4000
    Fund Owner Code The code of the owning institution or library (see also Fund Owner Name). Does not appear in the UI.   VARCHAR 50
    Fund Owner Name The name of the owning institution or library. Owned by in the "General" section on the Summary Details page for Funds and Ledgers. A ledger can only have one owner. The ownership from a library to the institution can be changed, but the ownership from a library to another library or from the institution to a library cannot be changed. VARCHAR 255
    Fund Status Indicates if the fund is in status active, draft or inactive. It applies to Ledgers, Summary Fund and Allocated Fund. Status in the "General" section on the Summary Details page for Funds and Ledgers. The statuses are described below:
    • Active – Operational in the system
    • Draft – Configured in the system but not yet operational
    • Inactive – Not operational in the system (after previously being active)
    		 VARCHAR 10
    Fund Type One of the following fund types:
    • Ledger
    • Summary
    • Allocated
    		 Type in the "Funds and Ledgers" page accessed from Acquisitions > Acquisitions Infrastructure > Funds and Ledgers. Fund types are for informational purposes only.  You can configure fund types on the Fund Type code table (Configuration Menu > Acquisitions > General > Fund Types).  VARCHAR 4000

    Parent Fund Code

    		 The code of the parent fund in the Path hierarchy. Does not appear in the UI (see Parent Fund Name). See also Fund Code. VARCHAR 255
    Parent Fund ID The unique ID of the parent fund in the Path hierarchy,

    Does not appear in the UI (see Parent Fund Name).

     

    		 See also Fund ID. VARCHAR 255
    Parent Fund Name The name of the parent fund in the Path hierarchy. Funds and Ledgers > Summary > Path. See also Fund Name. VARCHAR 255

    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 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

    Owning Library

    The Owning Library table is a dimension table that stores details about the library/institution that created the purchase request. The fields are the same as the shared Librray Unit dimension. The primary key of the table is ORGANIZATION_ID.
    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
    Owning Location Code Stores the owning library location code   VARCHAR 50
    Owning Location Name Stores the owning library location name   VARCHAR 255

    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.
    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. --   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 is stored as a reference to the electronic collection PID, rather than 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 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. 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 ID of the license of the PO line that is relevant for electronic PO lines. -- Available only for electronic resources. 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 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. --   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. --   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 in the PO Line approver's user record.

    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 recorded 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 obsolete. 

     

    		      
    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 1000
    PO Line Approver IdP Service In Use This field is obsolete.        
    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 recorded 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 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 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.

    		 DOUBLE  
    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 obsolete.

     

    		      
    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 that is  recorded 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 Preferred First Name The preferred first name that is recorded 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 that is recorded 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 4000
    PO Line Approver Purge Date The purge date recorded 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 recorded 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 recorded 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 recorded 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 that is recorded 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 recorded 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. 
    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 for February.      
    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 2023-1.  
    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.

    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. Each dimension contains the same fields concerning a different user in the purchase request workflow:
    • Purchase Request Approver – the user that approved the purchase request
    • Purchase Request Assigned To – the user to whom the purchase request is assigned
    • Purchase Request Creator – the creator of the purchase request record in Alma. This can be a system creator.
    • Purchase Request Modified By – the user that last modified the request record
    • Purchase Request Requester – the patron who made the request for the purchase
    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  
    User – Linked from Institution Code The linked from institution code  
    User – Linked from Institution Name The linked from institution name  
    Linked to Other Institution Indicates if linked to another institution  
    User – Linked From Other Institution Indicates if the user is linked from another institution Possible values:
    • yes
    • no
    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 1-10 Statistical categories 1-10 These fields allow you to map ten statistical categories. This allows you to filter reports based on advanced user information typically stored in the statistical category fields. For more information, see Configuring Statistical Categories for Analytics.
    Status The status  
    Status Date The status date  
    User Group The user group at the time the report is run.  
    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  
    Cataloger Level The cataloger level of the user  
    Has Role Other Than Patron indicates if the patron has a role other than Patron  
    Has Role Other Than Patron and Instructor  Indicates if the patron has a role other than Patron and Instructor  
    Is Blocked Indicates if the patron is blocked  
    Patron Letters Opt In The letters for which the patron has opted in  
    Patron Letters Opt Out The letters for which the patron has opted out  

    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 Created By 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 Material Type Code The citation material type code.  
    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 Hidden Links Indicates if there are hidden links in the citation Possible values:
    • No hidden links
    • Hidden link/s
    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  

    Rialto Request Details

    The Rialto Request Details table is a dimension table that contains fields relating to Rialto.
    Rialto Request Details
    Field Description Additional Information

    Fulfilled by Rialto

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

    		  

    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.  

    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. 

    Rialto EBA ID

    A unique identifier for an EBA plan managed in Rialto. 

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

    Rialto Fail Code

    		 The code of a failed purchase.  

    Rialto License

    		 The license selected by the user for an electronic purchase:
    • Non Linear Lending
    • Unlimited Access
    • Single User
    • Three User
    • Concurrent Access
    		  

    Rialto List ID

    A unique identifier for user created offer lists within Rialto. 

    		  

    Rialto Order Status

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

    		  

    Rialto Origin ID

    		 The ID of the order origin if it is a list, feed, or selection plan.  

    Rialto Request Cancellation By

    The user who requested to cancel an order. 

    		  

    Rialto SP ID

    A unique identifier for selection plans in Rialto.

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

    Rialto Template ID

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

    		  

    Rialto Transaction Type

    		 The transaction type.  Possible values:
    • FIRM_ORDER
    • SELECTION_PLAN
    • EBA

    Vendor

    For a purchase request to be filled, a purchase order is sent to a vendor to supply the material being ordered. The Vendor table contains fields relating to the vendors from which the material is purchased.

    The primary key of the table is VENDOR_ID.

    The access path in the UI is Acquisitions > Acquisitions Infrastructure > Vendors > Add/Edit Vendor. 

    See Adding a Vendor and Vendor Account for more information.

    Vendor
    Field Description Field Location in Alma Additional Information Data Type Data Size
    Additional Code A code in addition to the vendor code. Summary tab on "Vendor Details".   VARCHAR 255
    Creation Date The date the vendor was created.

    Right information pane for "Vendor Details" page.

    Label in Alma is "Created on".

    		   DATE  
    Creator The user who created the vendor

    Right information pane for "Vendor Details" page.

    Label in Alma is "Created by".

    		   VARCHAR 255
    ERP Code A code used by an institution's financial system, such as the Enterprise Resource Planning (ERP) system

    Summary tab on "Vendor Details".

    Label in Alma is "Financial Sys. code".

    		   VARCHAR 255
    Modification Date The date the vendor was modified

    Right information pane for "Vendor Details" page.

    Label in Alma is "Last updated on".

    		   DATE  
    Modified By The user who modified the vendor

    Right information pane for "Vendor Details" page.

    Label in Alma is "Last updated by".

    		   VARCHAR 255
    Vendor Code The vendor code unique to the institution

    Summary tab on "Vendor Details".

    Label in Alma is "Code".

    All the vendors that have been on the order, not just the active vendor. The code must be unique across all vendors.

    Note that the PO Lines tab displays all PO lines whose vendor code is the current vendor.

    		 VARCHAR 255
    Vendor Name The vendor name

    Summary tab on "Vendor Details".

    Label in Alma is "Name".

    		 It is a required field. VARCHAR 255
    Vendor Status The status of the vendor

    Summary tab on "Vendor Details".

    Label in Alma is "Status".

    		 Possible values:
    • Active
    • Inactive
    • Deleted
    		 VARCHAR 255

     

    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
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