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    E-Inventory

    Using the E-Inventory subject area, the Design Analytics user may create reports and dashboards for the E-Inventory area. The following are examples of business questions that may be answered via the E-Inventory subject area:
    • Electronic Collection List - Drill down to Portfolio list in each electronic collection
    • Number of portfolio per classification (Dewey, LC)
    Star Diagram – E-Inventory
    For information on how to use Analytics to find duplicate titles with both physical and electronic inventory, see Analytics - Titles subject area Physical-Electronic overlap analysis.
    .

    Field Descriptions

    The following lists the fields available in E-Inventory:
    E-Inventory – Field Descriptions

    Portfolio

    The Portfolio fact table stores all the measures and information of a Portfolio. The primary key is PORTFOLIO_ID.
    Portfolio
    Field Description Additional Information
    No. of Portfolios (In Repository) The number of portfolios in the repository Used together with the Lifecycle field
    No. of Portfolios (Deleted + In Repository) The number of portfolios in the repository plus the number of deleted portfolios Used together with the Lifecycle field
    Lifecycle The lifecycle of the portfolio This field allows you to filter reports by Active/Deleted items.
    Active from date First day of activation See the field location in Alma in the figure Electronic Portfolio Editor – Portfolio Information Tab, below (Activation Date).
    Active to date Last day of activation
    Available For Group The group codes available for the specific collection, service, or portfolio.
    Available For Group Members The members of the groups in the Available For Groups field.
    Available For Resource Type The resource type that is available to the member institution.
    Availability Indicates whether the portfolio is Active or Inactive See the field location in Alma in the figure Electronic Portfolio Editor – Portfolio Information Tab, below.
    Creator The user who created the Portfolio
    Date Info Coverage information from month/day to month/day that the content was purchased/activated. See the field location in Alma in the figure Electronic Portfolio Editor – Portfolio Coverage Information Tab, below.
    Embargo Months Provides a moving wall of availability. Month in the format of MM See the field location in Alma in the figure Electronic Portfolio Editor – Portfolio Coverage Information Tab, below.
    Embargo Operator Provides a moving wall of availability. The Operator can be >, <, or = See the field location in Alma in the figure Electronic Portfolio Editor – Portfolio Coverage Information Tab, below.
    Embargo Years Provides a moving wall of availability. Year in the format of YYYY See the field location in Alma in the figure Electronic Portfolio Editor – Portfolio Information Tab, below.
    Expected Activation Date expected date of the portfolio activation See the field location in Alma in the figure Electronic Portfolio Editor – Portfolio Information Tab, below.
    Is Free Indicates whether the portfolio is supplied for free
    LC Classification Code the letters of the LC class number of the item that is loaned such as BF or QA
    LC Classification Number the numbers that follow the classification letters until the first period that is followed by a letter
    Modification Date The date information was updated in the portfolio
    Modified By User name that modified the portfolio
    Portfolio Id Id of the portfolio
    Portfolio Link Id For portfolios activated from the Community Zone - Id of the Portfolio in the Community Zone
    PPS Link Id For portfolios activated from the Community Zone - Id of the PPS in the Community Zone
    No. of Portfolio Calculated field - Holds the number 1
    Material Type The material type of the portfolio. See the field location in Alma in the figure Electronic Portfolio Editor – Portfolio Information Tab, below.
    Coverage Statement The coverage statement type. Possible values are:
    • Only Local
    • Global and Local
    • Global or Local
    • Only Global
    For more information concerning the coverage statement, see Managing Electronic Resource Activation.
    IEE (under construction) The IE number for electronic items. You can use this identifier to reconcile Analytics data, which has only MMS IDs, with the number from record IDs supplied to Primo from Alma. You can then pass the results to a reading list system in order to make relegation and capacity decisions. This number is essential for reports on Fulfillment activity where this number is the only common ID between the two systems.
    Portfolio Authentication Note (under construction) The authentication note of the portfolio. For future use.
    Portfolio Internal Description (under construction) The internal description of the portfolio. For future use.
    Portfolio Public Note (under construction) The public note of the portfolio. For future use.
    Some of the fields of the Portfolio dimension are taken from the fields of the Electronic Portfolio Editor:
    Electronic Portfolio Editor – Portfolio Information Tab
    Electronic Portfolio Editor – Portfolio Coverage Information Tab

    Electronic Collection

    The Package table is a dimension table that stores additional details regarding the package. The primary key is PACKAGE_ID.
    Electronic Collection
    Field Description Additional Information
    Activation date The date the electronic collection was activated See the field location in Alma in the figure Electronic Collection Editor – General Information, below.
    Create date The date the electronic collection was created
    Creator The staff user who created the electronic collection
    Expected activation date The expected date of the electronic collection activation See the field location in Alma in the figure Electronic Collection Editor – General Information, below.
    Link ID The ID of the electronic collection in the Community Zone for electronic collections activated from the Community Zone.
    Modification date The date information in the electronic collection has been updated
    Modified by The user name that updated electronic collection information
    Electronic Collection id ID of the Electronic Collection
    Public name The name to display in the discovery search results. See the field location in Alma in the figure Electronic Collection Editor – General Information, below.
    Public name override The name that you want to display (in the discovery search results) as an override to the name identified in Public name. See the field location in Alma in the figure Electronic Collection Editor – General Information, below.
    Access type Indicates if the electronic collection access level license right is current or perpetual. See the field location in Alma in the figure Electronic Collection Editor – General Information, below.
    Electronic Collection Note (under construction) The authentication note of the electronic collection. For future use.
    Electronic Collection Internal Description (under construction) The internal description of the electronic collection. For future use.
    Electronic Collection Public Note (under construction) The public note of the electronic collection. For future use.
    Some of the fields of the Package dimension are taken from the fields of the Electronic Collection Editor:
    Electronic Collection Editor – General Information
    Electronic Collection Editor – Electronic Collection Description

    Vendor Interface

    The Vendor Interface table is a dimension table that stores additional details regarding the Vendor Interface. The primary key is INTERFACE_NAME.
    Vendor Interface
    Field Description Additional Information
    Available The availability of usage statistics for the resource. Possible values are: Yes, No.
    Create date The date the interface was created See the field location in Alma in the figure Vendor Interface Details, below.
    Creator The user who created the interface See the field location in Alma in the figure Vendor Interface Details, below.
    Delivery address Usage statistics delivery addressee - The contact name within the library.
    Delivery method The manner in which statistics are made available
    Description Holds information about the interface See the field location in Alma in the figure Vendor Interface Details, below.
    Format The formats in which statistics are made available, such as HTML, Excel, ASCII, Other
    Frequency The frequency with which statistics are made available. Possible values are: Annual, Bi-annual, Monthly, Quarterly, User-selectable
    Incident log A log of downtime and problem reports, as well as their resolution.
    Interface name Name of the Interface See the field location in Alma in the figure Vendor Interface Details, below.
    Interface note Additional information related to the Interface. See the field location in Alma in the figure Vendor Interface Details, below.
    Interface status Defines the status of the Interface. Possible values - Active, Inactive
    See the field location in Alma in the figure Vendor Interface Details, below.
    Linking note Information about external linking, such as implementation details or other notes (Administrative)
    Locally stored Usage statistics locally stored - Information about and/or links to locally stored data
    Modification date The date information in the Interface has been updated See the field location in Alma in the figure Vendor Interface Details, below.
    Modified by The user name that updated Interface information See the field location in Alma in the figure Vendor Interface Details, below.
    Online location The online location where statistics can be accessed, such as a URL or file path.
    OpenURL compliant Indicates whether the electronic product and its content are compliant with OpenURL. Possible values are: Yes, No.
    Statistics note Information about external linking, such as implementation details or other notes (Statistics)
    Vendor code Vendor code See the field location in Alma in the figure Vendor Interface Details, below.
    Vendor name Vendor Name See the field location in Alma in the figure Vendor Interface Details, below.
    Some of the fields of the Vendor Interface dimension are taken from the fields of the Vendor Interface Details page:
    Vendor Interface Details

    Electronic Collection License

    The Package License table is a dimension table that stores the details of the package portfolio license. The primary key is LICENSE_ID.
    The same fields and descriptions are the same as in Portfolio License.
    Portfolio License
    Field Description Additional Information
    Code Code of the License See the field location in Alma in the figure License Details, below.
    Create Date The date the License was created
    Creator The user who created the License
    License Begins The date on which the License becomes Active See the field location in Alma in the figure License Details, below.
    License Ends The date on which the License become Inactive. See the field location in Alma in the figure License Details, below.
    License ID ID of the License
    License Parent ID For Amendments - id of the base License
    License Signed On The date on which the license was signed See the field location in Alma in the figure License Details, below.
    License Storage Location The physical location of the license See the field location in Alma in the figure License Details, below.
    License Signed By User that approved the License See the field location in Alma in the figure License Details, below.
    License Second Party Signed On The date the second party signed on the license
    License Second Party Signed By The second party that approved the license
    License Note The note of the license
    Licensor ID ID of the vendor associated with the License. See the field location in Alma in the figure License Details, below.
    License URI The Uniform Resource Identifier of the license
    Modification Date The date information in the License has been updated
    Modified By The user name that updated License information
    Name The name of the license See the field location in Alma in the figure License Details, below.
    Originating Licensor Key The originating licensor key
    Originating Parent Code For Amendments - the Code of the base License
    Review Status Status of the license review, such as Accepted, In review, Pending, Rejected See the field location in Alma in the figure License Details, below.
    Status Status of the License such as Active, Deleted, Draft. See the field location in Alma in the figure License Details, below.
    Type Type of record, such as License, Amendment, Template.
    Some of the fields of the Portfolio License dimension are taken from the fields of the License Details page:
    License Details

    Portfolio License

    The Portfolio License table is a dimension table that stores the details of the Portfolio License. The primary key is LICENSE_ID.
    Portfolio License
    Field Description Additional Information
    Code Code of the license See the field location in Alma in the figure License Details, below.
    Create Date The date the license was created
    Creator The user who created the license
    License Begins The date on which the license becomes active See the field location in Alma in the figure License Details, below.
    License Ends The date on which the license become inactive See the field location in Alma in the figure License Details, below.
    License ID The ID of the license
    License URI The Uniform Resource Identifier of the license
    License Parent ID For Amendments - ID of the base license
    License Signed On The date on which the license was signed See the field location in Alma in the figure License Details, below.
    License Storage Location The physical location of the license See the field location in Alma in the figure License Details, below.
    License Signed By The user that approved the license See the field location in Alma in the figure License Details, below.
    License Second Party Signed On The date the second party signed on the license
    License Second Party Signed By The second party that approved the license
    License Note The note of the license
    Licensor ID ID of the vendor associated with the license. See the field location in Alma in Alma in the figure License Details, below.
    License URI The Uniform Resource Identifier of the license
    Modification Date The date information in the license has been updated
    Modified By The user name that updated license information
    Name The name of the license See the field location in Alma in Alma in the figure License Details, below.
    Originating Licensor Key The originating licensor key
    Originating Parent Code For amendments - the code of the base license
    Review Status The status of the license review, such as Accepted, In review, Pending, and Rejected See the field location in Alma in the figure License Details, below.
    Status The status of the license such as Active, Deleted, and Draft. See the field location in Alma in the figure License Details, below.
    Type The type of record, such as License, Amendment, and Template.
    Some of the fields of the Portfolio License dimension are taken from the fields of the License Details page:
    License Details

    LC Classifications

    Using this dimension table, a user is able to drill down from Group1 to Group4. In each level, users may view measures accumulated to the relevant group.
    The field descriptions can be found in the LC Classification shared dimension.
    LC Classifications
    Field Description Additional information
    Start Range Stores the start range of the group such as PS501  
    End Range Stores the end range of the group such as PS689  
    Classification Code Stores the letters in the beginning of the range such as PS  
    Start Range Number Stores the numbers that come after the letter in the start range  
    End Range Number Stores the numbers that come after the letter in the end range  
    Group1 Stores the name of the first level  
    Group2 Stores the name of the second level  
    Group3 Stores the name of the third level  
    Group4 Stores the name of the fourth level  
    Classifications Stores the Hierarchy column that allows the user to drill down from the first level of the classification to the fourth level. Using this column provides the user with the option to view the accumulative measures  

    Dewey Classifications

    Using this dimension table, a user is able to drill down from Group1 to Group3. In each level, users may view measures accumulated to the relevant group. The field descriptions can be found in the Dewey Classifications shared dimension.
    Dewey Classifications
    Field Description Additional information
    Dewey Number Holds the first 3 digits of the Dewey Classification.  
    Group1 Stores the name of the first level.  
    Group2 Stores the name of the second level.  
    Group3 Stores the name of the third level.  
    Dewey Classifications Stores the Hierarchy column that allows the user to drill down from the first level of the Dewey Classification to the third level. Using this column provides the user with the option to view the accumulative measures (loans or returns) in each level of the hierarchy.  

    Bibliographic Details

    The Bibliographic Details table is a dimension table that stores the bibliographic details of the borrowing request item. The primary key of the table 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
    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
    ISBN Taken from search.isbn in the search section of the operational record List values, delimiter is ;
    MARC 020 a,e,z
    ISSN Taken from search.issn in the search section of the operational record List values, delimiter is ;
    MARC 022 a,y,e,z
    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 MARC 260 c
    Publication Place Taken from display.place_of_pu blication in the display section of the operational record MARC 260 a
    Place Code Taken from display.place_code in the display section of the operational record For MARC21 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
    Begin Publication Date Taken from display.begin_pub_date in the search section of the operation For MARC21 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 MARC21 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 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 MARC21 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 MARC21 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 Working with 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 Param1 This field allows you to enrich the bibliographic information exported to Analytics with additional information stored in MARC 9XX local 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). Following configuration of this field by Ex Libris Support, its value will be available in analytics.
    Local Param2 See the description above.
    Local Param3 See the description above.
    Local Param4 See the description above
    Local Param5 See the description above
    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
    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.
    ISSN (Normalized) The normalized ISSN. This field is useful when you want to use the normalized ISBN 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

    Portfolio Creation Date

    The Portfolio Creation Date table is a dimension table that stores details about the date on which the portfolio was activated from the Community Zone and became part of the Institution Zone. Key fields are used whenever calculations are required. Description fields may be used for formatting the display of the report. Alma stores the following types of fields:
    • Calendar Fields – These are date fields as they display in the calendar.
    • Fiscal Date Fields – These are date fields that match the institution's fiscal period.
    Using this dimension, the user may drill down from year to month to the specific date on which the portfolio was created in the Institution Zone. The number of portfolios is accumulated to the relevant level in the hierarchy.
    Portfolio Creation Date
    Field Description Additional Information
    Portfolio Creation Date Stores the portfolio creation date in the date format 2/29/2012
    Portfolio 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
    Portfolio Creation Month Stores the month of the date in month description format such as February
    Portfolio Creation Full Month Stores the month and the year of the date in a display format such as Feb 12
    Portfolio Creation Quarter Stores the quarter of the date in a display format such as Q1
    Portfolio Creation Year Stores the year of the date in string format such as 2012
    Portfolio Creation Fiscal Month Key Stores the fiscal month of the date in number format such as 2 for February
    Portfolio Creation Fiscal Year Stores the fiscal year of the date in string format such as 2012.
    Portfolio Creation Date Filter (under construction) Used to filter the portfolio creation date.
    The functionality of this field may change in the future, so this field should not be used for saved reports.
    Portfolio 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.

    Portfolio Activation Date

    The Portfolio Activation Date table is a dimension table that stores details about the Portfolio activation date. Key fields are used whenever calculations are required. Description fields may be used for formatting the display of the report. Alma stores the following types of fields:
    • Calendar Fields – These are date fields as they display in the calendar.
    • Fiscal Date Fields – These are date fields that match the institution's fiscal period.
    Using this dimension, the user may drill down from year to month to the specific date on which the Portfolio was created. The number of portfolios is accumulated to the relevant level in the hierarchy.
    The fields are the same as Loan Date:
    Loan Date
    Field Description Additional Information
    Portfolio Activation Date Stores the loan date in the date format 2/29/2012
    Portfolio Activation 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
    Portfolio Activation Month Stores the month of the date in month description format such as February
    Portfolio Activation Full Month Stores the month and the year of the date in a display format such as Feb 12
    Portfolio Activation Quarter Stores the quarter of the date in a display format such as Q1
    Portfolio Activation Year Stores the year of the date in string format such as 2012
    Portfolio Activation Fiscal Month Key Stores the fiscal month of the date in number format such as 2 for February
    Portfolio Activation Fiscal Year Stores the fiscal year of the date in string format such as 2012.
    Portfolio Activation Date Filter (under construction) Used to filter the portfolio activation date.
    The functionality of this field may change in the future, so this field should not be used for saved reports.
    Loan Date Stores the Hierarchy column that allows the user to drill down from the year to the month to the specific loan date. Using this column provides the user with the option to view the accumulative measures in each level of the hierarchy.

    Portfolio Modification Date

    The Portfolio Modification Date table is a dimension table that stores details about the Portfolio modification date.
    Field Description Additional Information
    Portfolio Modification Date The modification date of the portfolio
    Portfolio Modification Month Key The modification month of the portfolio number format such as 2 for February
    Portfolio Modification Month The modification month of the portfolio such as February
    Portfolio Modification Full Month The modification month and the year of the portfolio a display format such as Feb 12
    Portfolio Modification Quarter The modification quarter of the portfolio
    Portfolio Modification Year The modification year of the portfolio
    Portfolio Modification Fiscal Month Key The modification fiscal month of the portfolio number format such as 2 for February
    Portfolio Modification Fiscal Year The modification fiscal year of the portfolio
    Portfolio Modification Date Filters Modification date filters of the portfolio
    Portfolio 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.

    Portfolio Library Unit

    The Portfolio Library Unit table is a dimension table that stores details about the library where the electronic portfolio is located. The primary key of the table is LIBRARYID.
    The field descriptions can be found in the Library Unit shared dimension.
    Library Unit
    Field Description Additional Information
    Library Code Stores the library code  
    Library Description Stores the library description  
    Library Name Stores the library name  
    Unit Type Store the type of organization unit Values can be Institution/Library

    Electronic Collection Library Unit

    The Electronic Collection Library Unit table is a dimension table that stores details about the library where the electronic collection is located. The primary key of the table is ORGANIZATION_ID.
    The field descriptions can be found in the Library Unit shared dimension.
    Library Unit
    Field Description Additional Information
    Library Code Stores the library code  
    Library Description Stores the library description  
    Library Name Stores the library name  
    Unit Type Store the type of organization unit Values can be Institution/Library

    Electronic Collection Type

    The Electronic Collection Type is a dimension table that stores the details about the Type of the Electronic resource. The primary key is CODE.
    Electronic Collection Type
    Field Description Additional Information
    Code Code of the Electronic Collection Type
    Description Description of the Electronic Collection Type, such as - Aggregator, Selective.

    Electronic Collection Material Type

    The Electronic Collection Material Type is a dimension table that stores the details about the Type of the electronic resource. The primary key is CODE.
    Electronic Collection Material Type
    Field Description Additional Information
    Code Code of the material type of the resource
    Description Description of the material type of the resource, such as BOOK, JOURNAL, MAP.

    Service Type

    The Service Type table is a dimension table that holds the Type of Service. The primary key is CODE.
    Service Type
    Field Description Additional Information
    Code Code of the service type of the resource
    Description Description of the service type of the resource, such as Full Text, Selected Full Text See the field location in Alma in the figure Electronic Collection Editor – General Information in E-Inventory.

    Electronic Collection PO Line

    The Electronic Collection PO Line table is a dimension table that stores details about the PO electronic collection and the PO line electronic collection that is associated with the fund transaction. The primary key is PO_LINE_REFERENCE.
    The field descriptions can be found in the PO Line shared dimension.
    PO Line
    Field Description Additional Information
    PO Number Stores the business identifier of the PO related to the PO line. See the field location in Alma in the figure PO Line Summary Page, below.
    PO Line Reference Stores the business identifier of the PO line This is the POL number in Alma. See the field location in Alma in the figure PO Line Summary Page, below.
    Item Description Description of the item The description entered for the PO line. Note that this field is not taken from the bibliographic details. It is useful when no item is related to the PO line. See the field location in Alma in the figure PO Line Summary Page, below.
    Status Stores the business status of the PO line as Active, Canceled, or Closed
    Order Line Type The order line type as it appears in the order in Alma See the field location in Alma in the figure PO Line Summary Page, below.
    Order Line Type Code A short code for the Order line type See the field location in Alma in the figure PO Line Summary Page, below.
    Sent Date Stores the date that the PO/ PO line is sent to the vendor See the field location in Alma in the figure PO Line Summary Page, below.
    Currency The currency of the transaction. See the field location in Alma in the Alma PO Line Page – Pricing Information, below.
    List Price The list price for a single copy of the item See the field location in Alma in the Alma PO Line Page – Pricing Information, below.
    Net Price A calculation of the total price for the PO line based on the list price per copy, the discount, and the number of copies ordered See the field location in Alma in the Alma PO Line Page – Pricing Information, below.
    Quantity For Pricing The number of items to be paid for. The quantity for pricing and the number of items to create may be different in a case of discounted pricing through a deal such as "buy two items and get a third item at no additional charge." See the field location in Alma in the Alma PO Line Page – Pricing Information, below.
    Discount The discount amount. See the field location in Alma in the Alma PO Line Page – Pricing Information, below.
    Vendor Name The vendor name as defined in the Alma vendor details definitions. See the field location in Alma in the figure Alma Vendor Details Page – Vendor General Details, below
    Vendor Code The vendor code as defined in the Alma vendor details definitions. See the field location in Alma in the figure Alma Vendor Details Page – Vendor General Details, below
    Vendor Account Description The vendor description as defined in the Alma vendor account definitions. See the field location in Alma in the figure Alma Vendor Details Page – Accounts, below.
    Vendor Account Code The vendor description as defined in the Alma vendor account definitions See the field location in Alma in the figure Alma Vendor Details Page – Accounts, below.
    Vendor Contact Person ID Stores the related vendor contact person ID
    Vendor Reference Number Type Stores the type of the reference number See the field location in Alma in the figure Alma PO Line Page – Pricing Information, below.
    Vendor Reference Number Store the reference number for the PO line in Alma, as provided by the vendor. Serves as a matching point for identifying a PO line in Alma See the field location in Alma in the figure Alma PO Line Page – Pricing Information, below.
    Material Supplier The vendor supplying the material being ordered The material supplier field as displayed in Alma PO line page. This is a concatenation of: name (code)/account description (account code).
    See the field location in Alma in the figure Alma PO Line Page – Vendor Information, below.
    Note To Vendor Notes to the vendor. See the field location in Alma in the figure Alma PO Line Page – PO Line Details, below.
    Acquisition Method Stores the method by which the PO Line is acquired with the default value set as Purchase. This value may affect when the PO Line is sent. See the field location in Alma in the figure Alma PO Line Page – PO Line Details, below.
    Rush Indicates whether the PO line is to be rushed. See the field location in Alma in the figure Alma PO Line Page – PO Line Details, below.
    Cancellation Restriction Indicates if a cancellation restriction note, containing a warning upon the cancellation of a PO line, is configured to be displayed. See the field location in Alma in the figure Alma PO Line Page – PO Line Details, below.
    Cancellation Restriction Note The warning to be displayed when canceling a PO line. See the field location in Alma in the figure Alma PO Line Page – PO Line Details, below.
    Cancellation Reason Stores the reason that a PO line is canceled and displays only on canceled lines. Values are in the code table POLineCancellationReasons
    Is Claimed Flags the PO Line if there is an open claim to the vendor. A PO line is claimed if the items were not received.
    Shipping Method Stores the method for the vendor to ship the order Per the values in Shipping Method code table defined in the Acquisitions configuration menu
    Ship to Address ID Stores the library shipping address that should be used by the vendor See the field location in Alma in the figure Vendor Address Details Page, below.
    Shipped To Address Line 1-5 The shipped to address lines. See the field location in Alma in the figure Vendor Address Details Page, below.
    Shipped To Address City The shipped to city. See the field location in Alma in the figure Vendor Address Details Page, below.
    Shipped To Address Country The shipped to country. See the field location in Alma in the figure Vendor Address Details Page, below.
    PO Line Creation Date Stores the timestamp of the PO line creation date.
    PO Line Modification Date Stores the timestamp of the PO line modification date
    PO Creation Date Stores the timestamp of the PO creation date
    PO Modification Date Stores the timestamp of the PO modification date
    Expected Activation Date Stores the expected date for the resource activation by vendor for electronic PO lines See the field location in Alma in the figure Alma PO Line Page – Vendor Information, below.
    Expected Activation Interval For electronic PO Lines, the number of days after ordering that you expect electronic orders to be activated The default value is taken from the Vendor Account Details page. See the field location in Alma in the figure Alma PO Line Page – Vendor Information, below.
    Claiming Date The number of days from the expected receipt/activation date to the date on which the PO line is sent to the claims task list The default value is taken from the Claiming grace period field on the Vendor Account Details
    Subscription From Date Stores the date for the beginning of a subscription for continuous orders
    Subscription To Date Stores the date for the end of a subscription for continuous orders
    Expected Receiving Date Stores the expected date for physical items to be received from the vendor for physical PO lines The default value is taken from the Vendor Account Details page. See the field location in Alma in the figure Alma PO Line Page – Vendor Information, below.
    Expected Receipt after Ordering Interval For physical PO Lines, the number of days after ordering that you expect physical orders to be received See the field location in Alma in the figure Alma PO Line Page – Vendor Information, below.
    Receiving Note Text enabling the Purchasing Operator to indicate to the Receiving Operator the intended location of serial order items in which no inventory items are created.
    Receiving Status Stores an indication of whether or not all physical items were received
    Renewal Date Stores the date of the PO line’s next renewal for continuous orders See the field location in Alma in the figure Alma PO Line Page - Renewal Information, below.
    Renewal Reminder Period Determines how many days before renewal is mail regarding that renewal sent See the field location in Alma in the figure Alma PO Line Page - Renewal Information, below.
    Renewal Cycle Stores the cycle for the autorenewal job for continuous orders. For example, if it is set to one year, the PO line is renewed in one year. Defined in RenewalCycle code table. See the field location in Alma in the figure Alma PO Line Page - Renewal Information, below.
    Manual Renewal Stores an indication that the PO line is renewed manually or automatically See the field location in Alma in the figure Alma PO Line Page - Renewal Information, below.
    PO Creator Stores the user name that created the PO
    PO Line Creator Stores the user name that created the PO line
    PO Modified By Stores the user name that modified the PO
    PO Line Modified By Stores the user name that modified the PO line
    Interested Users Displays the interested users for the PO line. in case more than one user is added to the PO line, values are concatenated List of interested user in Alma is displayed in the interested users tab of the PO line. Note that in order to search for a specific user, you should use the contain filter in order to find also cases that more than 1 user was added to the PO.
    Assigned To Stores the user that is assigned to the order
    Application Used for identifying migrated lines
    CKB ID Stores a reference to the electronic collection PID for electronic PO lines
    License ID Stores the ID of the license of the PO line that is relevant for electronic PO lines
    Source Type Stores the source from which the PO line originated. Values for example: EOD, Manual, Migration, and so forth
    Source ID Stores the source file ID used for the EOD lines
    Associated PO Line PO line associated with the current one
    Association Type The type of association between PO lines, such as defined by user or by a process or job.
    Reporting Code Stores the reporting code that is used.
    Reporting Code Description Stores the description of the reporting code
    Invoice Status The status of the invoice
    Additional Order Reference An additional identifier for the PO line
    PO Line Summary Page
    • The order type will be added to analytics in a future release. Currently the order type code is available.
    • The PO line status is not currently mapped to analytics and will be added in a future release.
    Alma PO Line Page – Pricing Information
    Alma PO Line Page – Vendor Information
    Alma Vendor Details Page – Vendor General Details
    Alma Vendor Details Page – Accounts
    Alma PO Line Page – PO Line Details
    Vendor Address Details Page
    Alma PO Line Page – Vendor Information
    Alma PO Line Page - Renewal Information

    Portfolio PO Line

    The Portfolio PO Line table is a dimension table that stores details about the PO and the PO line that is associated with the fund transaction. PO line is the management unit of the order. The inventory item holds all information needed to create the inventory item, fund transaction, as well as manage the receiving, renewing, and activating ordered inventory items. The primary key of the table is PO_LINE_ID.
    PO Line
    Field Description Additional Information
    PO Number Stores the business identifier of the PO related to the PO line. See the field location in Alma in PO Line Summary Page.
    PO Line Reference Stores the business identifier of the PO line This is the POL number in Alma. See the field location in Alma in PO Line Summary Page.
    Item Description Description of the item The description entered for the PO line. Note that this field is not taken from the bibliographic details. It is useful when no item is related to the PO line. See the field location in Alma in PO Line Summary Page.
    Status Stores the business status of the PO line as Active, Canceled, or Closed  
    Order Line Type The order line type as it appears in the order in Alma See the field location in Alma in PO Line Summary Page.
    Order Line Type Code A short code for the Order line type See the field location in Alma in PO Line Summary Page.
    Sent Date Stores the date that the PO/ PO line is sent to the vendor See the field location in Alma in PO Line Summary Page.
    Currency The currency of the transaction. See the field location in Alma in Alma PO Line Page – Pricing Information.
    List Price The list price for a single copy of the item See the field location in Alma in Alma PO Line Page – Pricing Information.
    Net Price A calculation of the total price for the PO line based on the list price per copy, the discount, and the number of copies ordered See the field location in Alma in Alma PO Line Page – Pricing Information.
    Quantity For Pricing The number of items to be paid for. The quantity for pricing and the number of items to create may be different in a case of discounted pricing through a deal such as "buy two items and get a third item at no additional charge." See the field location in Alma in Alma PO Line Page – Pricing Information.
    Discount The discount amount. See the field location in Alma in Alma PO Line Page – Pricing Information.
    Vendor Name The vendor name as defined in the Alma vendor details definitions. See the field location in Alma in Alma Vendor Details Page – Vendor General Details.
    Vendor Code The vendor code as defined in the Alma vendor details definitions. See the field location in Alma in Alma Vendor Details Page – Vendor General Details below.
    Vendor Account Description The vendor description as defined in the Alma vendor account definitions. See the field location in Alma in Alma Vendor Details Page – Accounts.
    Vendor Account Code The vendor description as defined in the Alma vendor account definitions See the field location in Alma in Alma Vendor Details Page – Accounts.
    Vendor Contact Person ID Stores the related vendor contact person ID  
    Vendor Reference Number Type Stores the type of the reference number See the field location in Alma in Alma PO Line Page – Pricing Information.
    Vendor Reference Number Store the reference number for the PO line in Alma, as provided by the vendor. Serves as a matching point for identifying a PO line in Alma See the field location in Alma in Alma PO Line Page – Pricing Information.
    Material Supplier The vendor supplying the material being ordered The material supplier field as displayed in Alma PO line page. This is a concatenation of: name (code)/account description (account code).
    See the field location in Alma in Alma PO Line Page – Vendor Information.
    Note To Vendor Notes to the vendor. See the field location in Alma in Alma PO Line Page – PO Line Details.
    Acquisition Method Stores the method by which the PO Line is acquired with the default value set as Purchase. This value may affect when the PO Line is sent. See the field location in Alma in Alma PO Line Page – PO Line Details.
    Rush Indicates whether the PO line is to be rushed. See the field location in Alma in Alma PO Line Page – PO Line Details.
    Cancellation Restriction Indicates if a cancellation restriction note, containing a warning upon the cancellation of a PO line, is configured to be displayed. See the field location in Alma in Alma PO Line Page – PO Line Details.
    Cancellation Restriction Note The warning to be displayed when canceling a PO line. See the field location in Alma in Alma PO Line Page – PO Line Details.
    Cancellation Reason Stores the reason that a PO line is canceled and displays only on canceled lines. Values are in the code table POLineCancellationReasons  
    Is Claimed Flags the PO Line if there is an open claim to the vendor. A PO line is claimed if the items were not received.  
    Shipping Method Stores the method for the vendor to ship the order Per the values in Shipping Method code table defined in the acquisition configuration menu
    Ship to Address ID Stores the library shipping address that should be used by the vendor See the field location in Alma in Vendor Address Details Page.
    Shipped To Address Line 1-5 The shipped to address lines. See the field location in Alma in Vendor Address Details Page.
    Shipped To Address City The shipped to city. See the field location in Alma in Vendor Address Details Page.
    Shipped To Address Country The shipped to country. See the field location in Alma in Vendor Address Details Page.
    PO Line Creation Date Stores the timestamp of the PO line creation date.  
    PO Line Modification Date Stores the timestamp of the PO line modification date  
    PO Creation Date Stores the timestamp of the PO creation date  
    PO Modification Date Stores the timestamp of the PO modification date  
    Expected Activation Date Stores the expected date for the resource activation by vendor for electronic PO lines See the field location in Alma in Alma PO Line Page – Vendor Information.
    Expected Activation Interval For electronic PO Lines, the number of days after ordering that you expect electronic orders to be activated The default value is taken from the Vendor Account Details page. See the field location in Alma in Alma PO Line Page – Vendor Information.
    Claiming Date The number of days from the expected receipt/activation date to the date on which the PO line is sent to the claims task list The default value is taken from the Claiming grace period field on the Vendor Account Details.
    Subscription From Date Stores the date for the beginning of a subscription for continuous orders  
    Subscription To Date Stores the date for the end of a subscription for continuous orders  
    Receiving Date (Latest in POL) This field allows you to retrieve the latest receiving date for an item in a PO line. This is useful, since a PO line can have several items and each of the items may have a different receiving date
    Expected Receiving Date Stores the expected date for physical items to be received from the vendor for physical PO lines The default value is taken from the Vendor Account Details page. See the field location in Alma in Alma PO Line Page – Vendor Information.
    Expected Receipt after Ordering Interval For physical PO Lines, the number of days after ordering that you expect physical orders to be received See the field location in Alma in Alma PO Line Page – Vendor Information.
    Receiving Note Text enabling the Purchasing Operator to indicate to the Receiving Operator the intended location of serial order items in which no inventory items are created.  
    Receiving Status Stores an indication of whether or not all physical items were received  
    Renewal Date Stores the date of the PO line’s next renewal for continuous orders See the field location in Alma in Alma PO Line Page - Renewal Information.
    Renewal Reminder Period Determines how many days before renewal is mail regarding that renewal sent See the field location in Alma in Alma PO Line Page - Renewal Information.
    Renewal Cycle Stores the cycle for the autorenewal job for continuous orders. For example, if it is set to one year, the PO line is renewed in one year. Defined in RenewalCycle code table. See the field location in Alma in Alma PO Line Page - Renewal Information.
    Manual Renewal Stores an indication that the PO line is renewed manually or automatically See the field location in Alma in Alma PO Line Page - Renewal Information.
    PO Creator Stores the user name that created the PO  
    PO Line Creator Stores the user name that created the PO line  
    PO Modified By Stores the user name that modified the PO  
    PO Line Modified By Stores the user name that modified the PO line  
    Interested Users Displays the interested users for the PO line. in case more than one user is added to the PO line, values are concatenated List of interested user in Alma is displayed in the interested users tab of the PO line. Note that in order to search for a specific user, you should use the contain filter in order to find also cases that more than 1 user was added to the PO.
    Assigned To Stores the user that is assigned to the order  
    Application Used for identifying migrated lines  
    CKB ID Stores a reference to the electronic collection PID for electronic PO lines  
    License ID Stores the ID of the license of the PO line that is relevant for electronic PO lines  
    Source Type Stores the source from which the PO line originated. Values for example: EOD, Manual, Migration, and so forth  
    Source ID Stores the source file ID used for the EOD lines  
    Associated PO Line PO line associated with the current one  
    Association Type The type of association between PO lines, such as defined by user or by a process or job.  
    Reporting Code Stores the reporting code that is used.  
    Reporting Code Description Stores the description of the reporting code  
    Invoice Status The status of the invoice  
    Additional Order Reference An additional identifier for the PO line  
    PO Line Summary Page
    • The order type will be added to analytics in a future release. Currently the order type code is available.
    • The PO line status is not currently mapped to analytics and will be added in a future release.
    Alma PO Line Page – Pricing Information
    Alma PO Line Page – Vendor Information
    Alma Vendor Details Page – Vendor General Details
    Alma Vendor Details Page – Accounts
    Alma PO Line Page – PO Line Details
    Vendor Address Details Page
    Alma PO Line Page – Vendor Information
    Alma PO Line Page - Renewal Information

    Portfolio Details for Consortia

    New for August
    The Portfolio Details for Consortia table is a dimension table that contains information about portfolio details from the Network Zone for consortia. It contains the following fields:
    Portfolio
    Field Description Additional Information
    No. of Portfolios (In Repository) The number of portfolios in the repository Used together with the Lifecycle field
    No. of Portfolios (Deleted + In Repository) The number of portfolios in the repository plus the number of deleted portfolios Used together with the Lifecycle field
    Activation Date The activation date
    Lifecycle The lifecycle of the portfolio This field allows you to filter reports by Active/Deleted items.
    Active from date First day of activation See the field location in Alma in the figure Electronic Portfolio Editor – Portfolio Information Tab, below (Activation Date).
    Active to date Last day of activation
    Available For Group The group codes available for the specific collection, service, or portfolio.
    Available For Group Members The members of the groups in the Available For Groups field.
    Available for My Institution Indicates (yes/no) if a portfolio is available for your institution.
    Available For Resource Type The resource type that is available to the member institution.
    Availability Indicates whether the portfolio is Active or Inactive See the field location in Alma in the figure Electronic Portfolio Editor – Portfolio Information Tab, below.
    Bibliographic Author The bibliographic author
    Bibliographic ISBN The bibliographic ISBN
    Bibliographic ISBN (Normalized) The normalized bibliographic ISBN
    Bibliographic ISSN The bibliographic ISSN
    Bibliographic ISSN (Normalized) The normalized bibliographic ISSN
    Bibliographic MMS ID The bibliographic MMS ID
    Bibliographic Network Number The bibliographic network number
    Bibliographic Title The bibliographic title
    Bibliographic Title (Normalized) The normalized bibliographic title
    Coverage Information Combined  The combined coverage information
    Creation Date The creation date
    Creator The user who created the Portfolio
    Dewey Number The Dewey number
    Electronic Collection Access Type The access type of the electronic collection
    Electronic Collection Authentication Note The authentication note of the electronic collection
    Electronic Collection ID The ID of the electronic collection
    Electronic Collection Internal Description The internal description of the electronic collection
    Electronic Collection License ID The license ID of the electronic collection
    Electronic Collection Material Type The material type of the electronic collection
    Electronic Collection PO Line Reference The PO line reference of the electronic collection
    Electronic Collection Public Name Override The public name override of the electronic collection
    Electronic Collection Public Note The public note of the electronic collection
    Electronic Collection Type The type of the electronic collection
    Embargo Months Provides a moving wall of availability. Month in the format of MM See the field location in Alma in the figure Electronic Portfolio Editor – Portfolio Coverage Information Tab, below.
    Embargo Operator Provides a moving wall of availability. The Operator can be >, <, or = See the field location in Alma in the figure Electronic Portfolio Editor – Portfolio Coverage Information Tab, below.
    Embargo Years Provides a moving wall of availability. Year in the format of YYYY See the field location in Alma in the figure Electronic Portfolio Editor – Portfolio Information Tab, below.
    Expected Activation Date expected date of the portfolio activation See the field location in Alma in the figure Electronic Portfolio Editor – Portfolio Information Tab, below.
    Is Free Indicates whether the portfolio is supplied for free
    LC Classification Code the letters of the LC class number of the item that is loaned such as BF or QA
    LC Classification Number the numbers that follow the classification letters until the first period that is followed by a letter
    Modification Date The date information was updated in the portfolio
    Modified By User name that modified the portfolio
    Institution Code The code of the institution
    Institution Name The name of the institution
    Interface Name The name of the interface
    Portfolio ID The ID of the portfolio
    Portfolio Link Id For portfolios activated from the Community Zone - Id of the Portfolio in the Community Zone
    PPS Link Id For portfolios activated from the Community Zone - Id of the PPS in the Community Zone
    Coverage Statement The coverage statement type. Possible values are:
    • Only Local
    • Global and Local
    • Global or Local
    • Only Global
    For more information concerning the coverage statement, see Managing Electronic Resource Activation.
    IEE The IE number for electronic items. You can use this identifier to reconcile Analytics data, which has only MMS IDs, with the number from record IDs supplied to Primo from Alma. You can then pass the results to a reading list system in order to make relegation and capacity decisions. This number is essential for reports on Fulfillment activity where this number is the only common ID between the two systems.
    Portfolio Authentication Note  The authentication note of the portfolio.
    Portfolio Internal Description The internal description of the portfolio.
    Portfolio License ID The license ID of the portfolio.
    Portfolio Link ID The link ID of the portfolio.
    Portfolio PO Line Reference The reference of the PO line.
    Portfolio Public Note The public note of the portfolio.
    PPS Link ID The ID of the PPS link
    Service Type The service type

    Institution

    The shared Institution dimension allows the network institution 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.  
    If an analytics report is run from a member institution in a collaborative network implementing a Network Zone, all member institutions are included in the report for Institution Code and Institution Name.
    If an analytics report is run from an institution that is not part of a collaborative network implementing a Network Zone, only the single institution from which the report is run is included in the report for Institution Code and Institution Name.
    Reports involving data across a collaborative network implementing a Network Zone may take longer to run than reports within one institution.

    Shared Dimensions with Other Subject Areas

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