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    Requests

    Translatable
    Analytics
    Using the Requests subject area, the Design Analytics user may create reports and dashboards that help to answer the following types of business questions:
    • How many items were requested per patron type?
    • How many items were requested per material type?
    • What is the fill rate for requests per material\patron type?
    • How long does it take from the time that the request is placed until it is fulfilled?
    • Which titles have the highest demand? (based on open requests)
    Star Diagram – Requests

    Report Creation Tips

    Requests are linked to the MMS ID of the bibliographic record, so when creating reports for requests, use the MMS ID and not the barcode.

    Filtering Results Using the Active Request Flag

    An active request is a request that is still in process, as opposed to a completed request, which is no longer in process. Canceled requests may be considered active if the requested item is still in process, for example, it is being removed from a hold shelf or a work order department.
    Typically you would run different reports for each population. For example - for active requests you can run a report on titles with high number of requests, and for completed requests you can run a trend analysis of average time to patron collection.
    Requests that have been rejected may in some cases still appear with Active Request Flag=Yes and in other cases with Active Request Flag=No.
    The rejected requests, both active and not active, are not retrievable in the Alma user interface.
    Both active and inactive rejected requests appear in reports, although inactive requests cannot be retrieved in the Alma UI. To prevent inactive requests from appearing in reports, the requests must be deleted. To delete inactive requests, contact Ex Libris Support.
    The Active Request Flag field is located in the Request Details folder.

    Filtering Results Using the Request Type Description Flag

    Requests in Alma are used for both internal processes (for example binding) as well as for patron facing processes. User this filter to narrow your results only to the type of requests in which you are interested.
    The Request Type Description field is located in the Request Type folder.

    Report on Items with High Requests

    Since a request in Alma is done on the title level and not on the item level, there is no item information in the Requests subject area. An important need is to see titles with a high number of open requests and to be able to see for this title how many items are available in the library.
    In order to do this, create two reports - one in the Requests SA and one in the Physical Items SA. The first report will be used as a sub-query for the second one.
    To create a report of all titles with more than three open requests:
    1. Select New > Analysis and then select Subject Area > Requests.
    2. Create a report with the following columns, for example:
      • MMS ID (report must include a field common to the physical items SA in order to create the sub-query. MMS ID is a good candidate.)
      • # Requests
    3. Filter the report using:
      • request type = Patron physical item request
      • # Request > x (in this example we used 3)
      • Active request = Yes
      Report Criteria
    4. Save the report.
    5. Select New > Analysis and then select Subject Area > Physical Items.
    6. Create a report with the following columns, for example:
      • MMS ID (this is must in order to use the filter on the requests)
      • Title
      • Num of Items
      • Time loaned
    7. Filter the MMS ID column using the following criteria:
      • Operator – is based on the results of another analysis
      • Saved Analysis – locate your previously saved report
      • Relationship – is equal to any
      • Use values in column – MMS Id
      MMS ID Filter
    The results of the report are titles that have more than three open request with the required item information. In this example, the number of copies and the times loaned.
    Titles With More Than 3 Open Requests

    Field Descriptions

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

    Request Measures

    The Request Measures table is the fact table that stores all the measures (activities) of specific requests. The primary key is ID.
    Request Measures
    Field Description Additional Information
    # of Requests The number of requests.  
    Time to Available (Days/Hours) The time between the request being placed and its becoming active. For open requests that are not yet active, analytics calculates the total time until the current date.
    Time to Process (Days/Hours) The time between the request becoming active and its being placed on the shelf for pickup. For open requests that are active but not yet on the shelf for pickup, analytics calculates the total time until the current date.
    Time to Patron Collection (Days/Hours) The time between the request being placed on the shelf for pickup and its being fulfilled. For open requests that are placed on the shelf for pickup but are not yet fulfilled, analytics calculates the total time until the current date.
    When a request is no longer active, it is moved to the History table. In that case, this field reflects the time from the date that the item was moved to the hold shelf until the date it was moved to the History table.
    Total Request Time (Days/Hours) The total amount of time between the request being placed and its being fulfilled. For open requests, Alma Analytics will calculate the total time until this date.

    Request Measures (Average)

    The Request Measures (Average) table is a fact table that stores all the average of the measures (activities) of specific requests. The primary key is ID.
    .
    Request Measures (Average)
    Field Description Additional Information
    Average Time to Available (Days/Hours) The average time between the request being placed and its becoming active.  
    Average Time to Process (Days/Hours) The average time between the request becoming active and its being placed on the shelf for pickup.  
    Average Time to Patron Collection (Days/Hours) The average time between the request being placed on the shelf for pickup and its being fulfilled.  
    Average Total Request Time (Days/Hours) The average total amount of time between the request being placed and its being fulfilled.  

    Request Process Measures

    The Request Process Measures is a fact table that stores all the process measures (activities) of specific requests. The primary key is ID.
    .
    Request Process Measures
    Field Description Additional Information
    Await Approval Time The total amount of time that the request was in the Await Approval step. (The amount of time that the request waited for approval.)  
    Deposit Item Time The total amount of time that the request was in the Deposit Item step. (The time from when the digital material was ready to be deposited until the digital file was created.)  
    Digitize Item Time The total amount of time that the request was in the Digitize Item step. (The time from when the item was ready at the digitization department until it was digitized.)  
    Document Delivery Time The total amount of time that the request was in the Document Delivery step. (The time from when the digital material was ready until it was delivered.)  
    Hold Shelf Processing Time The total amount of time that the request was in the Hold Shelf Processing step. (The time it took the library to make the item ready to be placed on the hold shelf.)  
    On Hold Shelf Time The total amount of time that the request was in the On Hold Shelf step. (The amount of time the item was on the hold shelf until it was either picked up or removed from the hold shelf.)  
    Pickup from Shelf Time The total amount of time that the request was in the Pickup from Shelf step. (The amount of time that it took for the staff to pick up the item from the shelving location.)  
    Transit Item Time The total amount of time that the request was in the Transit Item step. (The amount of time the item was in transit between circulation desks and libraries.)  
    Waiting for Remote Storage Time The total amount of time that the request was in the Waiting for Remote Storage step. (The amount of time that the request was waiting for the remote storage facility to provide an item to fulfill the request.)  
    Work Order Department Time The amount of time that the item was in the Work Order Department step. (The amount of time that the item was in the work order department.)  

    Request Details

    The Request Details table is a dimension table that stores details about the request. The primary key is ID.
    Request Details
    Field Description Additional Information
    Active Request Flag An active request is a request that is still in process. This flag is used to filter based on currently active requests (typically used for reports on titles with high demand) or completed requests (typically used for trend analysis and fill rate calculations). For more information, see Filtering Results Using the Active Request Flag.
    Cancellation Reason The cancellation reason inserted when a request is cancelled.  
    Current Process The name of the current activity. Possible values are:
    • Await Approval – The request is waiting for approval.
    • Deposit Item – The digital material is ready to be deposited, but the digital file has not yet been created.
    • Personal Delivery – The digital material is in the process of being delivered.
    • Requested – Handling the request has not started because an action must be performed.
    • On Hold Shelf – The item is on the hold shelf, but has not yet been picked up or removed.
    • Transit Item – The item is in transit between circulation desks and/or libraries.
    • Work Order – The item is in a work order.
    • Pickup From Shelf – The item has been picked up from the hold shelf.
    • Notification – a notification that the digitization is complete is being sent
    • Waiting For Remote Storage – The request will be handled by remote storage, but has not been sent to the remote storage yet
    • Digitize Item – Item has arrived at the digitization department and is awaiting digitization
    • Communicating With Remote Storage - The request will be handled by remote storage, and has been sent to the remote already
    • Hold Shelf Processing – The item has arrived at the requested pickup location, but has not been placed on the hold shelf yet
    For a list of the request statuses as they appear in Alma, see Creating a Request.
    Creator The creator of the request. When the request is made by a staff user, this field contains the staff user’s name. When it is created via Primo\API it contains the value system.
    Caused Recall Indicates if the request caused a recall of an item that is on loan.  
    In Transit Flag This field reflects an internal process and not the In Transit request status.
    Y indicates that the item is in transit to re-shelving after a patron returns the item. N indicates that the requested item is on its way to the requester (circulation desk/work department).
     
    Manual Description Contains a free text description. For multi-volume requests it describes the specific issue.  
    Modification Date The date that the request was modified.  
    Modified By The user that modified the request.  
    No Pickup Flag Refers to the first step of a request, which is to take the item from the shelf. Indicates that there is no need to take the item off the shelf.  
    Note The note entered by the user.  
    Override on Shelf Request Policy Indicates that the pickup location was chosen after overriding the default suggestions.  
    Pickup Location The pickup location of the requested item.  
    Pickup Location Type The pickup location type of the requested item.  
    Pickup Slip Printed Flag Indicates whether a pickup slip was printed.  
    Related to Resource Sharing Request Indicates whether the request is related to a resource sharing request.  
    Request ID The ID of the request.  
    Search Type Indicates whether the request is item level or title level.  
    Status Note The status note.  
    Triggered Recall Indicates whether the request triggered a recall.
    The value changes from Yes to No when the request status changes to Completed. This means that this field is not useful for creating reports that show a history of recalls. Instead, use the Caused Recall field whose value will remain Yes after the request is completed.
     
    Volume Issue The volume and issue of the request for requests of specific volumes.  
    Managed by Library (latest step) Indicates which library managed the latest step of the request  
    Managed by Unit (latest step) Indicates which unit (department) managed the latest step of the request  
    Managed by Desk (latest step) Indicates which desk managed the latest step of the request  
    Status (latest step) The work order status of the latest step of the request  
    Associated Course Code The code of a course that was active during the time the item was requested. The item belonged to a citation that was part of the reading list of the course.  
    Associated Course Name The name of a course that was active during the time the item was requested. The item belonged to a citation that was part of the reading list of the course.  
    For a video describing the Managed By fields, see the Analytics: Managed by Fields for Requests video.

    Booking Request Details

    The Booking Request Details table is a dimension table that stores details about requests of type booking, and includes parameters relevant only to booking requests. The primary key is ID.
    Booking Request Details
    Field Description Additional Information
    Booking Start Time The start time of the booking request.  
    Booking End Time The end time of the booking request.  
    Booking Original Start Time The original start time of the booking request.  
    Booking Original End Time The original end time of the booking request.  
    Override Booking Request Policy The policy of the override booking request.  

    Move Request Details

    The Move Request Details table is a dimension table that stores details about move requests and includes parameters relevant only to move requests. The primary key is ORGANIZATION_ID.
    Move Request Details
    Field Description Additional Information
    Move Call Number The call number of the item in the library to which the item is moved.  
    Move Call Number Type The call number type of the item in the library to which the item is moved.  
    Move Due Back The due back date of the item in the library to which the item is moved  
    Move Item Policy The item policy of the item in the library to which the item is moved  
    Library Code The code of the library to which the item is moved.  
    New for September!
    Library Code (Active)
    The code of the active (not deleted) library to which the item is moved.  
    Library Description The description of the library to which the item is moved.  
    Library Name The name of the library to which the item is moved.  
    New for September!
    Library Name (Active)
    The name of the active (not deleted) library to which the item is moved.  
    Campus Code The code of the campus to which the item is moved.  
    Campus Description The description of the campus to which the item is moved.  
    Campus Name The name of the campus to which the item is moved.  
    Location Code The code of the location to which the item is moved.  
    Location Name The name of the location to which the item is moved.  
    Location Type The type of the location to which the item is moved.  

    Digitization Request Details

    The Digitization Request Details table is a dimension table that stores details about digitization requests and includes parameters relevant only to digitization requests. The primary key is CODE.
    Digitization Request Details
    Field Description Additional Information
    Approval Note The approval note of the digitization request.  
    Approval Status The approval status of the digitization request.  
    Requires Approval Indicates whether the digitization request requires approval.  
    Requires Copyright Clearance Indicates whether the digitization request requires copyright clearance.  
    Requires Deposit Indicates whether the digitization request requires a deposit.  
    Reject Reason The reject reason of the digitization request.  
    Partial Digitization Flag Indicates whether the digitization request is full or partial.  
    Patron Digitization Flag Indicates whether the patron made a digitization request.  

    Requester

    The Requester table is a dimension table that stores details about the requester. The primary key is USER_ID.
    The field descriptions can be found in the User Details shared dimension. For a list of user detail fields that can be configured to be anonymized, see  Anonymizing Analytics Report Details.
    User Details
    Field Description Additional information
    User ID Stores the unique ID of the user  
    Primary identifier Stores the primary identifier that the user uses in order to log on to Alma See the field location in Alma in the image below.
    User Type Stores the values Internal and External.
    • Internal - An internal user is one whose core user details are managed within the system such as user name, password, contact information, and so forth.
    • External - An external user is one whose core user details are managed by a student information system.
    See the field location in Alma in the image below.
    User Group Stores the group with which the user is associated such as Faculty, Graduate, or Student See the field location in Alma in the image below.
    User Record Type Indicates if the user is a Public User or a Staff User See the field location in Alma in the image below.
    First Name Stores the user’s first name See the field location in Alma in the image below.
    Last Name Stores the user’s last name See the field location in Alma in the image below.
    Middle Name Stores the middle name of the user See the field location in Alma in the image below.
    Job Description Stores free-form text that describes the function of the user in the library See the field location in Alma in the image below.
    Job Title Stores the job category definition to which the user belongs based on the Job Categories code table See the field location in Alma in the image below.
    Gender Possible values: male, female, none, other See the field location in Alma in the image below.
    Birth Date Stores the birth date of the user See the field location in Alma in the image below.
    Campus Code Stores the campus code of the user See the field location in Alma in the image below.
    Status Date Stores the date on which the patron was registered in the university See the field location in Alma in the image below..
    Status Indicates if the user is active See the field location in Alma in the image below.
    Creation Date Stores the date that the user was created in the system See the field location in Alma in the image below.
    Modified By Stores the name of the user that modified the user record See the field location in Alma in the image below.
    Modification Date Stores the date of the modification of the user record See the field location in Alma in the image below.
    Expiry Date Stores the date on which the user is to expire and no longer be able to get service from the system See the field location in Alma in the image below..
    Changing the user expiry date is one way to control item due dates that extend beyond the end of a semester and must be shortened to the end of the semester. For more information, see How to Make Items Have Due Dates at the End of the Semester.
    Locked Out Date Indicates the date on which the user is locked out. A user is locked out if he tries to access the Alma system several times with incorrect credentials.  
    Purge Date Stores the date on which the user record is to be deleted from Alma See the field location in Alma in the image below..
    Default Language Stores the default language of the user See the field location in Alma in the image below..
    Failed Authentication Stores the number of times that the user tried to access Alma with an incorrect password  
    Creator Stores the user name of the user that created the user in the system See the field location in Alma in the image below..
    External ID Stores the ID of the user in the originating system  
    Identifier 1 Stores identifier 1. The identifier field allows you to enrich the user details exported to Analytics with additional identifiers. Choosing a specific identifier to be included in the user details is done in Alma (in a table that is currently restricted to Ex Libris staff). For assistance in defining this field, contact Ex Libris Support.  
    Identifier 2 Stores identifier 2. See details in "identifier 1" above.  
    Statistical Categories 1-5 These fields allow you to map five statistical categories. This allows you to filter reports based on advanced user information typically stored in the statistical category fields. For more information, see Configuring Statistical Categories for Analytics.  
    Resource Sharing Library Code The code of the resource sharing library assigned to the user.  
    Resource Sharing Library The resource sharing library assigned to the user.  

    Request Type

    The Request Type table is a dimension table that stores details about the request type. The primary key is CODE.
    Request Type
    Field Description Additional Information
    Request Type Code The request type code.  
    Request Type Description The type of request. Electronic Digitization Request, Move Permanently, Move Temporarily, Patron Physical Item Request, Patron Possible values are: Binding, Booking Request, Patron Electronic Digitization Request, General Hold Request, Library

    Request Status

    The Request Status table is a dimension table that stores details about the request status. The primary key is CODE.
    Request Status
    Field Description Additional Information
    Request Status Code The request status code.  
    Request Status The status of the request. Values can be:
    • Active – The request is activated and there is an available item to fulfill the request.
    • Completed – The request is completed (for example, for hold requests, when the item is loaned).
    • Failed - The request has failed.
    • Incomplete - NOT CURRENTLY IN USE.
    • New - NOT CURRENTLY IN USE.
    • Ready – The request is still in the queue, not activated yet. Currently, there is no available item to fulfill the request.
    • Rejected – The operator canceled an activated request from Alma.
    • Rejected by Library – The request is canceled. The cancellation reason is Canceled at patron's request.
    • Rejected by Patron – The request is canceled. The cancellation reason is Patron no longer interested.

    Material Type

    The Material Type table is a dimension table that stores details about the material type. The primary key is CODE.
    Material Type
    Field Description Additional Information
    Material Type Code The material type code.  
    Material Type Description The material type specified in the request. Values can be: Audiobook, Audio cassette, Book, Compact Disc, Flash Card, Bound Issue, Issue, DVD, and Other.

    Request Date

    The Request Date table is a dimension table that stores details about the request date. The primary key is DATE_KEY.
    Request Date
    Field Description Additional Information
    Request Date The date of the request.  
    Request Time The time of the request. This field allows you to create reports such as the number of requests by hour at the circulation desk.
    Request Date Full Month The month and the year of the request. For example: January 2014.
    Request Date Month Key The month key of the request (for example: 1, 2, 3). This field is recommended if you want to sort by month.
    Request Date Month The month of the request. For example: January, February).
    Request Date Quarter The quarter of the request. For example: Q1, Q2.
    Request Date Year The year of the request. For example: 2014.
    Request Date Fiscal Year The fiscal year of the request. For example: 2014.
    Request Date Filter Used to filter report results by date.  

    Request Completion Date

    The Request Completion Date is a dimension table that stores details about the request completion date. The primary key is DATE_KEY.
    Request Date
    Field Description Additional Information
    Request Completion Date The date of the request completion.  
    Request Completion Month The month of the request completion. For example: January, February).
    Request Completion Month Key The month key of the request completion (for example: 1, 2, 3). This field is recommended if you want to sort by month.
    Request Completion Full Month The month and the year of the request completion. For example: January 2014.
    Request Completion Quarter The quarter of the request completion. For example: Q1, Q2.
    Request Completion Year The year of the request completion. For example: 2014.
    Request Completion Date Filter Used to filter report results by date.  

    Owning Library

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

    Date Needed By

    The Date Needed By table is a dimension table that stores details about the date needed by. The primary key is DATE_KEY.
    Date Needed By
    Field Description Additional Information
    Date Needed Month The month of the date that the request is needed.  
    Date Needed Month Key The month key of the date that the request is needed.  
    Date Needed Full Month The full month of the date that the request is needed.  
    Date Needed Quarter The quarter of the date that the request is needed.  
    Date Needed Year The year of the date that the request is needed.  
    Date Needed Date The date that the request is needed.  

    Bibliographic Details

    The Bibliographic Details table is a dimension table that stores details about the bibliographic details. The primary key is MMS_ID.
    The field descriptions can be found in the Bibliographic Details shared dimension.
    Bibliographic Details
    Field Source in Alma (for Internal Reference) Mapping from MARC
    Title Taken from display.title in the display section of the operational record MARC 245 subfields a,b
    Title (Filing) The title with common words such as "The" and "An" removed to help with sorting the title
    For a video describing the use of this field, see Sort Analytics Reports by Filing Title - Ignoring "The", "A", and "An".
    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  
    Author Taken from display.author in the display section of the operational record List values, delimiter is (;)
    • MARC 100 excluding Numeric subfields
    • MARC 110 excluding numeric subfields
    • MARC 111 excluding numeric subfields
    Collection Name The name of the collection  
    Bibliographic Source of Acquisition Note The name of the people or organization that is the source of the material (from MARC field 541 $a)  
    Bibliographic Acquisition Accession Number Note The identification code assigned to materials acquired in a single and separate transfer of custody (from MARC field 541 $e).  
    Collection ID The ID of the collection  
    ISBN Taken from search.isbn in the search section of the operational record List values, delimiter is ;
    MARC 020 a,e,z
    MARC 776 z
    ISSN Taken from search.issn in the search section of the operational record List values, delimiter is ;
    MARC 022 a,y,e,z
    MARC 776 x
    Language of Cataloging The MARC code for the language of cataloging in the record 40 b
    Original Cataloging Agency The MARC code or the name of the organization that created the original record 40 a
    Publisher Taken from display.publisher_const_b in the display section of the operational record MARC 260 b
    MARC 264 b
    Remove special characters and replace spaces.
    Publication Date Taken from display.date_of_publication in the display section of the operational record
    If the record is in MARC21 then:
    • 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
    If the record is in UNIMARC then:
    • the bibliographic details publication date comes from 210 subfield d
    • if there is no 210 subfield d then the publication date comes from 100 pos. 9-12
    Publication Place Taken from display.place_of_pu blication in the display section of the operational record MARC 260 a. When 260a is empty, it is taken from MARC 264a
    Place Code Taken from display.place_code in the display section of the operational record For MARC 21 this is taken from 008 pos. 15-17
    Material Type Taken from search. material_type in the search section of the operational record MARC control LDR Material Type
    Material Type Code The code of the material type, such as BK and CF  
    Begin Publication Date Taken from display.begin_pub_date in the search section of the operation For MARC 21 this is taken from 008 pos. 7-10
    End Publication Date Taken from display.end_pub_date in the search section of the operation For MARC 21 this is taken from 008 pos. 11-14
    Category of Material Taken from display. category_of_material in the display section of the operational record Position 0 of the 007 field of the bibliographic record
    Bibliographic Level Taken from display.bib_level in the display section of the operational record Position 7 of the LDR field of the bibliographic record
    Bibliographic ID Taken from display.bib_id in the display section in the operational record MARC 010 excluding numeric subfields
    Network Number Taken from search. other_system_number in the search section of the operational record This field is called "other system number" in Alma List values. The delimiter is ;
    MARC 035 or 019 excluding numeric subfields
    Edition Taken from display.complete_edition in the display section of the operational record MARC 250 subfields a,b
    Language Code Taken from display.language in the display section in the operational record For MARC 21 this is taken from 008 pos. 35-37
    Series Taken from display.series_small in the display section in the operational record List values, delimiter is ;
    • MARC 830 subfields a,x,v
    • MARC 800 excluding numeric subfields
    • MARC 810 excluding numeric subfields
    Subjects Taken from display.subjects in the display section of the operational record List values, delimiter is ;
    MARC 6XX excluding numeric
    Type of Date Taken from display. type_of_date in the search section of the operational record For MARC 21 this is taken from 008 pos. 6
    Uniform Title Taken from display.uniform_title in the display section of the operational record MARC 240 excluding numeric subfields
    MARC 130 subfields a,p
    Resource Type Constructed based on existing bibliographic fields such as the LDR and 008. For more information, see The Resource Type Field.  
    The following table describes other fields in the shared dimension (taken from Alma and not MARC):
    Bibliographic Details
    Field Source in Alma (for Internal Reference)
    Active Course Code The code of an active course.
    Active Course Name The name of an active course.
    MMS ID Stores the MMS ID of the item
    LC Classification Top Line Stores the combined LC code and classification numbers until the first period followed by a letter such as NB933 when the lc_class_number is NB933.F44
    Dewey Classification Stores the Dewey Classification
    Dewey Classification Top Line Stores the first 3 digits of the Dewey Classification
    Local Param 1-10 This field allows you to enrich the bibliographic and holdings information exported to Analytics with additional information from MARC fields in Alma."
    In order to make use of this field, you must contact Ex Libris Support and supply them with a three-digit MARC field code (for example, 901). (The field does not need to include a 9.)
    The fields can be number and code fields but not control fields. Therefore, the field must be greater than or equal to 010, because 00X are Control Fields and 01X-09X are Numbers and Code Fields.
    Following configuration of this field by Ex Libris Support, its value will be available in analytics.
    Subfields can be maintained in the Analytics fields identified for Local Param. When this capability is implemented, fields/subfields appear in Alma Analytics with the Alma subfield delimiter (either $$ or ‡) used to delineate the subfield content. Contact Support to enable this feature. Note that reindexing is required to fully implement this capability.
    Creator Stores the name of the user that created the record
    Creation Date Stores the creation date
    Modified By Stores the user name that modified the record
    Modification Date Stores the modification date
    Open Access Indicates if the article is open access
    Peer Reviewed Indicates if the article was peer reviewed
    Record Format The format of the bibliographic record.
    Possible values:
    • MARC 21
    • DC
    • KORMARC
    • CNMARK
    • UNIMARC
    • None
    Suppressed from Discovery Indicates whether the record is suppressed from external discovery systems
    Bibliographic Lifecycle The Lifecycle of the item. Possible values are Deleted and In Repository. This allows you to filter reports by In Repository/Deleted items.
    Network ID This field is used by institutions implementing a Network Zone. It is the same as the MMS ID of the bibliographic record in the Network Zone and can be used to create reports that show the MMS ID in the member institution (using the existing MMS ID), as well as the corresponding MMS ID in the Network Zone.
    Title (Normalized) The normalized Title. This field is useful when you want to use the normalized title from one subject area to compare with a report with fields from a different subject area. This field is built in the following manner:
    Alma does the following to the 245 field (except subfields c,h,6 and 8):
    • Removes non filing text.
    • Removes <<>> and anything between them.
    • Removes these characters: []|,.;:"
    • Changes these characters to a space: !@#$%^&*()_+-={}[] \";<>?,./~'"," "
    • Changes characters to lowercase.
    • Packs spaces (replace all sequences of more than one space with a single space).
    ISSN (Normalized) The normalized ISSN. This field is useful when you want to use the normalized ISSN from one subject area to compare with a report with fields from a different subject area.
    ISBN (Normalized)
    The ISBN. Created for uniformity with Title (Normalized) and ISSN (Normalized).
    Brief Level The level of the brief record
    Originating System The system where the bibliographic record originated
    Originating System ID The ID of the system where the bibliographic record originated
    Originating System Version The version of the originating system

    Physical Item Details

    The Physical Item Details table is a dimension table that stores details about the physical item details. The primary key is ITEM_ID.
    Physical Item Details
    Field Description Additional Information
    MMS ID The MMS ID of the library.  
    PO Line ID The ID of the PO line.  
    Holding ID The unique identifier of the holding  
    Permanent Call Number A code used to file the items on the shelf  
    Permanent LC Classification Code Stores the letters that the LC class number start with such as BF, QA, etc.  
    Permanent LC Classification Number Stores the numbers that follow the letters until the first period that is followed by a letter  
    Permanent LC Classification Top Line Stores the LC class number top line that represents the code and numbers until the first period followed by a letter. For example, when lc_class_number is NB933.F44, the top line is NB933).
    Accession Number A sequential code used to file items on the shelf.  
    Copy ID When multiple copies of the same title exist at the same library/location, the copy ID is used to identify each of the copies.  
    Summary Holding Free-text enumeration and chronology data  
    Permanent Call Number Type The call number type. Possible values are:
    • Source specified in subfield $2
    • None
    • Superintendent of Documents classification
    • Shelved separately
    • Shelving control number
    • Other scheme
    • National Library of Medicine classification
    • Dewey Decimal classification
    • Unknown
    • Library of Congress classification
    • Title
    Modification Date The date that the physical item was modified.  
    Modified By The user that modified the physical item.  
    Creator the username of the operator that created the physical item  
    Creation Date The date that the physical item was created.  
    Institution ID The ID of the institution  

    Alternative Call Number Type

    An alternative call number type

    (Note that Alternative Call Number=Item Call Number.)

     
    Description Description of the item  
    Num of Items Stores the number of items (one for each item)  
    Barcode The unique identifier of the specific physical item  
    Material Type Describes the nature of the material represented by the item record  
    Item Policy Defines the conditions under which a request for this item can be fulfilled  
    Provenance Code A code used to identify separate items that belong to different groups (but may be shelved together)  
    Base Status Indicates the availability of the item in its permanent location (in place/not in place)  
    Process Type When the item is being processed (acquisition/loan/bindery/etc) this indicates the type of processing  
    Lifecycle Indicates whether the item is active or deleted  
    Chron I The main level of chronology - usually the year  
    Enum A The main level of enumeration - usually the volume  
    Is Magnetic Whether the item is magnetic material or not.  
    Expected Arrival Date The date when a purchased item is expected to arrive at the library  
    Due Back Date Indicates the date that the item is due back at the library  
    Inventory Date The last time inventory was checked (not currently in use)  
    Last Loan Date The last time the item was loaned  
    Statistics Note 1-3 Holds statistic notes  
    Receiving Date The date the material was actually received/activated for the first time  
    Temp Call Number Type A call number type provided when the item is in a temporary location  
    Display Temp Call Number A normalized temporary call number for display  

    Display Alternative Call Number

    A normalized alternative call number for display

    (Note that Alternative Call Number=Item Call Number.)

     
    Call Number Normalized The normalized call number  
    Dewey Top Line Store the first 3 digits of the Dewey classification  
    Physical Item ID The ID of the physical item  
    Originating System ID The ID of the item in the source system from which it has been imported  
    Permanent Physical Item Location Code The code of the physical item location  
    Temp Physical Location In Use Whether the item is currently (at the time at which the report is run) in a temporary location or in a permanent location. 

    For example:

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

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

     
    Temporary Library The temporary library  
    New for September!
    Temporary Library Code (Active)
    The active (not deleted) temporary library code  
    New for September!
    Temporary Library Name (Active)
    The active (not deleted) temporary library name  
    Temp Physical Location The temporary physical location (at the time at which the report is run)  
    Time Loaned - not sum The amount of time that the physical item was loaned  
    Permanent Call Number The permanent call number  
    Fulfillment Note The fulfillment note  

    Request for Course

    The Course table is a dimension table that stores details about the course, including the course name, the course year, and the course creator. The primary key of the table is COURSE_ID.
    (Leganto only) Currently, when reading lists can be associated with multiple courses, only the first course appears in Analytics. All courses associated with a reading list will appear in Analytics in an upcoming release (at which point all data, past and present, will appear).
    Course
    Field Description Additional Information
    Course Code The code of the course  
    Course Name The name of the course  
    Course Status The status of the course  
    Course Year The year of the course  
    Course Term The term of the course  
    Academic Department The academic department of the course  
    Academic Department Description The description of the academic department of the course  
    Processing Department The processing department of the course  
    Rolled Over From Code The code of the course from which the course was rolled over  
    Number of Participants The number of participants in the course  
    Weekly Hours The weekly hours of the course  
    Course Creator The creator of the course  
    Course Modified By The person who modified the course  
    Course Modification Date The date that the course was modified  
    Course Section The section of the course  
    Course Create Date The date that the course was created  
    Course Instructor The name of the course instructor If there is more than one instructor, the names are separated by a semicolon.
    Course Instructor Primary Identifier The primary identifier of the course instructor  
    Course Instructor with Primary Identifier The course instructor with the course instructor's primary identifier This field  is useful when a course has more than one instructor. This field allows you to display the instructors together with their primary identifiers.

    Shared Dimensions with Other Subject Areas

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

    Vendor

    The Vendor table is a dimension table that stores details about vendors. The data is taken from the PO Line for transactions of type encumbrance and from Invoice Line for transactions of type expenditure. Transactions of type allocation are not related to any particular vendor; therefore, they return a NULL/unknown value for all vendor fields. Vendors are the expected suppliers of materials ordered by the library.
    Vendor
    Field Description Additional Information
    Vendor Code Stores the vendor code unique to the institution All the vendors that have been on the order, not just the active vendor.
    Vendor Name Stores the vendor name  
    Create Date The date the vendor was created.  
    Modification Date The date the vendor was modified.  
    Additional Code A code in addition to the vendor code.  
    ERP Code A code used by an institution's financial system, such as the Enterprise Resource Planning (ERP) system  
    Vendor Status The status of the vendor Possible values:
    • Active
    • Inactive
    • Deleted

    Institution

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