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    Users

    By using the Users area, the Design Analytics user is able to create reports/dashboards about users. The user is able to get the following details:
    • A list of all the users that are assigned to specific roles
    • A list of users that have blocks
    • A list of users with their preferred address, phone, and email that have fines and fees
    • The number of users there are in each user group or user type
    • A list of users and the notes associated with them
    The user is able to select fields that are presented in one report from the User Details, Preferred Contact Information, and from only one of the following fields:
    • Address
    • Phone Number
    • Email
    • Identifier
    • Block
    • Note
    • Role
    • Campus Details
    • User Statistics
    The purpose for this limit is to avoid duplicate data when there is no meaning for instances where there may be more than one email address, physical address, identifier, etc.
    Star Diagram – Users

    Field Descriptions

    The following are the fields available in Users.
    Users – Field Descriptions

    User Details

    The User Details table is a dimension table that stores details about Staff and Public users. The primary key of the table is USER_ID.
    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 Alma User Details Page – General Information.
    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 Alma User Details Page – General Information.
    User Group Stores the group with which the user is associated such as Faculty, Graduate, or Student See the field location in Alma in Alma User Details Page – General Information.
    User Record Type Indicates if the user is a Public User or a Staff User See the field location in Alma in Alma User Details Page – General Information.
    First Name Stores the user’s first name See the field location in Alma in Alma User Details Page – General Information.
    Last Name Stores the user’s last name See the field location in Alma in Alma User Details Page – General Information.
    Middle Name Stores the middle name of the user See the field location in Alma in Alma User Details Page – General Information.
    Job Description Stores free-form text that describes the function of the user in the library See the field location in Alma in Alma User Details Page – General Information.
    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 Alma User Details Page – General Information.
    Gender Stores male or female See the field location in Alma in Alma User Details Page – General Information.
    Birth Date Stores the birth date of the user See the field location in Alma in Alma User Details Page – General Information.
    Campus Code Stores the campus code of the user See the field location in Alma in Alma User Details Page – General Information.
    Status Date Stores the date on which the patron was registered in the university See the field location in Alma in Alma User Details Page – General Information.
    Status Indicates if the user is active See the field location in Alma in Alma User Details Page – General Information.
    Creation Date Stores the date that the user was created in the system See the field location in Alma in Alma User Details Page – General Information.
    Modified By Stores the name of the user that modified the user record See the field location in Alma in Alma User Details Page – General Information.
    Modification Date Stores the date of the modification of the user record See the field location in Alma in Alma User Details Page – General Information.
    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 Alma User Details Page – General Information.
    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 Alma User Details Page – General Information.
    Default Language Stores the default language of the user See the field location in Alma in Alma User Details Page – General Information.
    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 Alma User Details Page – General Information.
    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.  
    Linked From Other Institution Indicates if the user is linked from another institution Possible values:
    • yes
    • no
    Linked From Institution Code The code of the institution from which the user is linked  
    Linked From Institution Name The name of the institution from which the user is linked  
    Linked To Other Institution Indicates if the user is linked to another institution  
    Alma User Details Page – General Information
    Alma User Details Page – General Information

    Preferred Contact Information

    The Preferred Contact Information table is a dimension table that stores details about preferred contact information for staff and public users including:
    Preferred Contact Information
    Field Description Additional Information
    Line1 Stores the first line of the user's preferred address  
    Line2 Stores the second line of the user's preferred address  
    Line3 Stores the third line of the user's preferred address  
    Line4 Stores the fourth line of the user's preferred address  
    Line5 Stores the fifth line of the user's preferred address  
    City Stores the city of the user's preferred address  
    Postal Code Stores the postal code of the user's preferred address  
    Country Stores the country of the user's preferred address  
    State Province Stores the state or province of the user's preferred address  
    Address Type Stores the type of the preferred address such as home or work  
    Preferred Phone Number Stores the user's preferred phone number  
    Preferred SMS Stores the user's preferred phone number for SMS  
    Preferred Email Stores the user's preferred email for correspondence  
    Note Stores a note regarding the user's preferred address  

    Address

    The Address table is a fact table that stores all address details of users. This table includes all addresses including the preferred one.
    Address
    Field Description Additional Information
    Line1 Stores the first line of the user's address  
    Line2 Stores the second line of the user's address  
    Line3 Stores the third line of the user's address  
    Line4 Stores the fourth line of the user's address  
    Line5 Stores the fifth line of the user's address  
    City Stores the city of the user's address  
    Postal Code Stores the postal code of the user's address  
    Country Stores the country of the user's address  
    State Province Stores the state or province of the user's address  
    Address Type Stores the type of address such as home, work, and so forth  
    Is Preferred Indicates if this is the preferred address for mail purposes  
    Start Date Stores the date from which this address is relevant (for informational purposes only)  
    End Date Stores the date after which this address is no longer relevant (for informational purposes only)  
    Note Stores a note regarding the users address  
    External ID Stores the ID of the user in the originating system  

    Phone Number

    The Phone Number table is a fact table that stores all the phone numbers of a user. This table includes all the phones numbers of a user including the preferred one.
    Phone Number
    Field Description Additional Information
    Is Preferred SMS Indicates if this is the preferred number for SMS purposes  
    Phone Number Type Indicates the type of phone number such as home, mobile, office, fax, and so forth  
    Is Preferred Phone Number Indicates if this is the preferred number for calling purposes  
    Phone Number Stores the phone number  
    External ID Stores the ID of the user in the originating system  

    Email

    The email table is a fact table that stores all email addresses that are part of a user's record. It includes the preferred email address.
    Email
    Field Description Additional Information
    Email Type Stores the email type: work, general, claim, etc.  
    Email Stores the email address  
    Is Preferred Indicates if this email address is the preferred one for contacting the user  
    Description Stores the description of the email  
    External ID Stores the ID of the user in the originating system  

    Identifier

    The Identifier table is a fact table that stores details of a user's different identifiers such as barcode, system ID, etc.
    Identifier
    Field Description Additional Information
    Identifier Status Indicates whether the identifier is active or not  
    Identifier Type Indicates the type of the identifier. See Viewing User Identifiers.  
    Identifier Value Stores the identifier value  
    Note Stores the note associated with the identifier  
    External ID Stores the ID of the user in the originating system  

    Block

    The Block table is a fact table that stores detail of all blocks incurred by a user. Blocks are restrictions to a user's privileges that indicate that fines exceed limits, there are outstanding loans, repeated late book returns, etc.
    Block
    Field Description Additional Information
    External ID Stores the ID of the user in the originating system  
    Block Status Indicates whether or not the block is active  
    Block ID Stores the block description as chosen from the predefined User Block Definitions mapping table  
    Block Description A description of the block.  
    Block Type Stores the block type as defined in the predefined User Block Definitions mapping table  
    Note Stores a note with additional details about a user's block  
    Block Expiration Date The expiration date of the block  
    Block Expiration Date and Time The expiration date and time of the block  

    Role

    The Role table is a fact table that stores details of all roles of the user. User roles define a user's functions and privileges. Users may be assigned multiple roles.
    Role
    Field Description Additional Information
    Status Date Stores the date from which this role is active  
    Expiry Date Stores the date after which this role is no longer active  
    Status Indicates whether or not the role is active  
    Role Type Stores the role that defines a set of permissions for functions that a user can perform in Alma  
    Scope Stores the institution or a specific library in which the role privileges are granted  
    Scope Code Stores the code of the scope in which the permissions are granted  
    Internal Note Stores a note regarding the user's role  

    Campus Details

    The Campus table is a dimension table that stores the details of the user's campus.
    Campus Details
    Field Description Additional Information
    Campus Name Stores the name of the campus to which the user belongs  
    Campus Desc Stores the description of the campus to which the user belongs  
    Campus Code Stores the code of the campus to which the user belongs  

    Note

    The Note table is a fact table that stores details of all notes associated with a user. Notes, internal or otherwise, may be attached via the Notes tab. Depending on the note type (such as Address, Circulation, Library, Registrar, and so forth), these notes display in different parts of the system, usually in a fulfillment context.
    Note
    Field Description Additional Information
    Note Type Stores the type of the note taken from a predefined code table  
    Note Stores the content of the note  
    User Viewable Indicates if you want the user to be able to view the note  
    External ID Stores the ID of the user in the originating system  

    Statistics

    The Statistics table is a fact table that stores details of all statistic categories associated with a user. Each institution can create several different user statistical categories. This enables the institution to better classify the different patrons in its system. For more information, see Managing User Statistics.
    The user administrator defines the different statistical categories.
    Statistics
    Field Description Additional Information
    Statistical Category Stores the code type taken from a predefined code table  
    Note Stores the content of the note  
    External Id Stores the ID of the user in the originating system  

    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.