Purchase Requests (Analytics)

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

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

Using the Purchase Requests subject area you can answer the following business questions:

How many purchase requests were made in a time range?
How many purchase requests were assigned to a user?
How many purchase requests have a PO line?
How many purchase requests were made per status?

Star Diagram – Purchase Requests

Field Descriptions

The following lists the fields available in Purchase Requests.

Purchase Requests – Field Descriptions

Purchase Request Measures

The Purchase Request Measures table is a fact table that stores the measures of purchase requests.

Purchase Request Measures
Field	Description	Data Type
Number of Purchase Requests	The number of purchase requests
Number of Purchase Requests - Books	The number of purchase requests for books
Number of Purchase Requests - Electronic	The number of purchase requests for electronic material
Number of Purchase Requests - Electronic Books	The number of purchase requests for electronic books
Number of Purchase Requests - Electronic Journals	The number of purchase requests for electronic journals
Number of Purchase Requests - Journals	The number of purchase requests for journals
Number of Purchase Requests - Physical	The number of purchase requests for physical material
Number of Purchase Requests - Physical Books	The number of purchase requests for physical books
Number of Purchase Requests - Physical Journals	The number of purchase requests for physical journals
Number of Purchase Requests Approved	The number of purchase requests approved
Number of Purchase Requests In Review	The number of purchase requests in review
Number of Purchase Requests Rejected	The number of purchase requests rejected
Number of Purchase Requests With Funds	The number of purchase requests with funds
Number of Purchase Requests With PO Lines	The number of purchase requests with PO lines
Number of Purchase Requests With Reading Lists	The number of purchase requests with reading lists
Number of Unique Titles	The number of unique titles (mms ids) associated to a purchase request	INT
Estimated Cost	The estimated cost

Purchase Request Details

Purchase Request Details is a dimension table that contains fields relating to purchase request details, such as Currency, Purchase Request ID, and Request Status.

Purchase Request Details
Field	Description	Field Location in Alma	Additional Information	Data Type	Data Size
Application	The application that created the record	__		VARCHAR	255
Approved Format	The approved format of the purchase request	Acquisitions> Manage Purchase Requests > Approve and Order	Possible values: 'E'-electronic 'P'- physical 'D'- digital	VARCHAR	1
Author	The author that is recorded on the purchase request	Acquisitions> Manage Purchase Requests > View [select one]> Resourse information section		VARCHAR	4000
Citation Type	The citation type of the purchase request	Acquisitions> Manage Purchase Requests > View [select one]> Resourse information section	Possible values: Book Journal	VARCHAR	255
Creation Date and Time	The creation date and time	Acquisitions> Manage Purchase Requests > View [select one]> exclamation mark on the top of the page		DATETIME
Currency	The currency of the purchase request	Acquisitions> Manage Purchase Requests > PO Line Reference [select one]		VARCHAR	255
ISSN / ISBN	The ISSN / ISBN that is recorded on the purchase request	Acquisitions> Manage Purchase Requests > View [select one]> Resourse information section		VARCHAR	255
LCCN	The LCCN that is recorded on the purchase request	Acquisitions> Manage Purchase Requests > View [select one]> Resourse information section		VARCHAR	1000
Located Bibliographic Information	Indicates (Yes/No) if the purchase request has a linked bibliographic record	Acquisitions> Manage Purchase Requests > View [select one]> Resourse information section (all Bibliographic Information)		VARCHAR	3
Located Bibliographic Information Flag	Indicates whether the purchase request has a linked bibliographic record	Acquisitions>Manage Purchase Requests > View [select one]> Resourse information section The label in Alma is "Bibliographic information"	Possible values: 0 (Create new record) 1 (Use existing record)	NUMERIC	1
Modification Date and Time	The modification date and time	Acquisitions> Manage Purchase Requests > View [select one]> exclamation mark on the top of the page		DATETIME
Modified By Job	The job ID of the last job that updated the record	Acquisitions> Manage Purchase Requests > View [select one]> exclamation mark on the top of the page The label in Alma is "Last Updated By"		NUMERIC
OCLC Number	The OCLC number that is recorded on the purchase request	Acquisitions> Manage Purchase Requests > View [select one]> Resourse information section The label in Alma is "Other System Number"		VARCHAR	255
Purchase Request ID	The ID of the purchase request	Acquisitions> Manage Purchase Requests > View [select one]> exclamation mark on the top of the page The label in Alma is "Alma ID"		VARCHAR	100
Rejection Reason	The rejection reason of the purchase request	Acquisitions> Manage Purchase Requests > View [select one]> Request Attributes section		VARCHAR	255
Request Status	The request status of the purchase request	Acquisitions> Manage Purchase Requests >Request status [select one]	Possible values:	VARCHAR	255
			Approved
			Cancelled
			Failed
			In Cart
			In Review
			Order Complete
			Order Placed
			Rejected
			To be Canceled
			Waiting for Approval

Requested Format	The requested format of the purchase request	Acquisitions> Manage Purchase Requests > View [select one]> Resourse information section The label in Alma is "Material Type"	Possible values: Physical Electronic	VARCHAR	255
Requester Note	The requester note of the purchase request	Acquisitions> Manage Purchase Requests > View [select one]> Request Attributes section		VARCHAR	2000
Source Type	The source type of the purchase request	Acquisitions> Manage Purchase Requests > View [select one]> Request Attributes section The label in Alma is Created from.	Possible values: Manually Citation External System API Outgoing Request	VARCHAR	255
Title	The title of the purchase request	Acquisitions> Manage Purchase Requests > View [select one]> Resourse information section		VARCHAR	4000

Bibliographic Details

Bibliographic details is a shared dimension that contains bibliographic information about the purchase request.

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Classifications

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

Dewey Classifications

Users can view measures accumulated to the relevant group, including expenditures, encumbrances, and allocations grouped by classifications. The field descriptions can be found in the Dewey Classifications shared dimension.

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LC Classifications

Users may view measures accumulated to the relevant group, including expenditures, encumbrances, and allocations grouped by classifications.

The field descriptions can be found in the LC Classifications shared dimension.

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Other Classifications

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Creation Date

The Creation Date dimension is a dimension table that stores details about the creation date of the purchase request.

Creation Date
Field	Description	Additional Information	Data Type	Data Size
Creation Date	The creation date of the purchase request	The date in the format DD/MM/YYYY	DATE
Creation Start of Week	The date of the first business day of the week	The date in the format DD/MM/YYYY	DATE
Creation Week Number	The number of the week of the year	There are 52 weeks in a year.	VARCHAR	2
Creation Month Key	The month of the date in number format	For example - February will show the number 2 in this column. This field is useful when you want to sort by month.	INT
Creation Month	The month of the date in text format	The month, for example, "February"	VARCHAR	20
Creation Full Month	The year and month that the purchase request was modified	The month in text format and the year. For example - Feb 25 (for February 2025)	VARCHAR	20
Creation Quarter	The quarter in the year in which the purchase request was modified	The quarter of the date in a display format such as Q1	VARCHAR	20
Creation Year	The year in which the purchase request was modified	The year of the date in the format YYYY . For example - 2025	VARCHAR	20
Creation Fiscal Month Key	The fiscal month of the date in number format	For example - If the fiscal year starts in June, this column will show the number 1 for June, the number 2 for July, and so on.	INT
Creation Fiscal Year	The fiscal year of the date in string format	The year is presented according to the description in the mapping table "Fund and Ledger Fiscal Period". For more information, see Configuring Fund and Ledger Fiscal Periods	VARCHAR	50
Creation Date Filter	Used to filter report results by date	Possible values: Current Academic Year Current Fiscal Year Current Month Current Year Last 3 Months Last 30 Days Last 365 Days Last 7 Days Older than 30 Days Older than 60 Days Older than 7 Days Older than 90 Days Previous Complete 12 Months Previous Complete 24 Months Previous Complete Two Years Previous Fiscal Year Previous Month Previous Year Two Fiscal Years Ago Two Years Ago	VARCHAR	100
Creation Year-Month	The year and the month in which the purchase request was modified	The year and the month in the format YYYY-MM	VARCHAR	250
Creation Date	The date in a hierarchy format	Enables the user to drill down from the year to the month to the specific date. Using this column provides the user with the option to view the accumulative measures in each level of the hierarchy.

Modification Date

The Modification Date dimension is a dimension table that stores details about the modification date of the purchase request.

Modification Date
Field	Description	Additional Information	Data Type	Data Size
Modification Date	The modification date of the purchase request	The date in the format DD/MM/YYYY	DATE
Modification Start of Week	The date of the first business day of the week	The date in the format DD/MM/YYYY	DATE
Modification Week Number	The number of the week of the year	There are 52 weeks in a year.	VARCHAR	2
Modification Month Key	The month of the date in number format	For example - February will show the number 2 in this column. This field is useful when you want to sort by month.	INT
Modification Month	The month of the date in text format	The month, for example, "February"	VARCHAR	20
Modification Full Month	The year and month that the purchase request was modified	The month in text format and the year. For example - Feb 25 (for February 2025)	VARCHAR	20
Modification Quarter	The quarter in the year in which the purchase request was modified	The quarter of the date in a display format such as Q1	VARCHAR	20
Modification Year	The year in which the purchase request was modified	The year of the date in the format YYYY . For example - 2025	VARCHAR	20
Modification Fiscal Month Key	The fiscal month of the date in number format	For example - If the fiscal year starts in June, this column will show the number 1 for June, the number 2 for July, and so on.	INT
Modification Fiscal Year	The fiscal year of the date in string format	The year is presented according to the description in the mapping table "Fund and Ledger Fiscal Period". For more information, see Configuring Fund and Ledger Fiscal Periods	VARCHAR	50
Modification Date Filter	Used to filter report results by date	Possible values: Current Academic Year Current Fiscal Year Current Month Current Year Last 3 Months Last 30 Days Last 365 Days Last 7 Days Older than 30 Days Older than 60 Days Older than 7 Days Older than 90 Days Previous Complete 12 Months Previous Complete 24 Months Previous Complete Two Years Previous Fiscal Year Previous Month Previous Year Two Fiscal Years Ago Two Years Ago	VARCHAR	100
Modification Year-Month	The year and the month in which the purchase request was modified	The year and the month in the format YYYY-MM	VARCHAR	250
Modification Date	The date in a hierarchy format	Enables the user to drill down from the year to the month to the specific date. Using this column provides the user with the option to view the accumulative measures in each level of the hierarchy.

Funds

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

There are the following types of funds:

Ledger
Summary
Allocated Fund

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

Funds Hierarchy Example

Creating Reports According to Fund Type

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

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

Filter by Fund

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

Fund Ledger Code

Basic Concepts for Funds in Alma

Allocated and Summary Funds

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

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

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

Fund Balance

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

Cash Balance — The allocated balance less expenditures.

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

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

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

Ledger

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

Transactions

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

Managing and Configuring Funds in Alma

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

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

For more information on funds see Managing Funds and Ledgers.

The following table describes the fields in the Fund table.

Fund
Field	Description	Field Location in Alma	Additional Information	Data Type	Data Size
Fund Area Code	The codes defined in the Fund Types table and attributed to funds, for example: Endowed, Gift, General, Grant, Income, and ResourceSharing. For more information, see Configuring Fund Types.	Does not appear in the UI.	Configured in the Code field in Configuration Menu > Acquisitions > General > Fund Types.	VARCHAR	255
Fund Area Description	The description defined in the Fund Types table for the Fund Area Code (Fund Type).	Fund type in the "General" section on the Summary Details page for Funds and Ledgers.	This description comes from the configuration page as described in Fund Area Code above.	VARCHAR	255
Fund Code	The fund or ledger code.	Code in the "General" section on the Summary Details page for Funds and Ledgers.	The code is reused when you roll over the ledger to a new fiscal period. This is filled by the user after selecting Add Ledger. It is not editable once the user saves and then goes back to edit.	VARCHAR	255
Fund Currency	The default unit of currency for the ledger.	Currency in the "General" section of the Summary Details page for Funds and Ledgers.	The values are configured in the Currency Subset table (Configuration Menu > Acquisitions > General > Currency Subset).	VARCHAR	255
Fund Description	The description of the fund.	Description in the "General" section on the Summary Details page for Funds and Ledgers.		VARCHAR	4000
Fund External ID	The fund ID in external/legacy systems.	External ID in the "General" section on the Summary Details page for Funds and Ledgers.	This ID is used to link to other system keys. (See also Fund ID.)	VARCHAR	255
Fund Fiscal Period ID	The ID of the fiscal period to which this fund applies.	Does not appear in the UI.	Configured in the Fund And Ledger Fiscal Period table (Configuration > Acquisitions > Fund and Ledger Fiscal Period).	VARCHAR	255
Fund ID	The unique ID of the fund within Alma.	Does not appear in the UI.	(See also Fund External ID.)	VARCHAR	255
Fund Name	The fund name.	Name in the "General" section on the Summary Details page for Funds and Ledgers.	The name of the fund can be changed when it is rolled over to a new fiscal year. When working with accrual accounting (see Working With Accrual Accounting), the name of the fund in the new fiscal period should not be changed.	VARCHAR	255
Fund Note	Notes that are relevant to the fund.	The Notes tab in the Summary Details page for Funds and Ledgers.	If there are multiple notes, they are concatenated. Two notes are separated by a semicolon.	VARCHAR	4000
Fund Owner Code	The code of the owning institution or library (see also Fund Owner Name).	Does not appear in the UI.		VARCHAR	50
Fund Owner Name	The name of the owning institution or library.	Owned by in the "General" section on the Summary Details page for Funds and Ledgers.	A ledger can only have one owner. The ownership from a library to the institution can be changed, but the ownership from a library to another library or from the institution to a library cannot be changed.	VARCHAR	255
Fund Status	Indicates if the fund is in status active, draft or inactive. It applies to Ledgers, Summary Fund and Allocated Fund.	Status in the "General" section on the Summary Details page for Funds and Ledgers.	The statuses are described below: Active – Operational in the system Draft – Configured in the system but not yet operational Inactive – Not operational in the system (after previously being active)	VARCHAR	10
Fund Type	One of the following fund types: Ledger Summary Allocated	Type in the "Funds and Ledgers" page accessed from Acquisitions > Acquisitions Infrastructure > Funds and Ledgers.	Fund types are for informational purposes only. You can configure fund types on the Fund Type code table (Configuration Menu > Acquisitions > General > Fund Types).	VARCHAR	4000
Parent Fund Code	The code of the parent fund in the Path hierarchy.	Does not appear in the UI (see Parent Fund Name).	See also Fund Code.	VARCHAR	255
Parent Fund ID	The unique ID of the parent fund in the Path hierarchy,	Does not appear in the UI (see Parent Fund Name).	See also Fund ID.	VARCHAR	255
Parent Fund Name	The name of the parent fund in the Path hierarchy.	Funds and Ledgers > Summary > Path.	See also Fund Name.	VARCHAR	255

Library Unit

The Library Unit table is a dimension table that stores details about the library where the PO Line was created.

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Owning Library

The Owning Library table is a dimension table that stores details about the library/institution that created the purchase request. The fields are the same as the shared Librray Unit dimension. The primary key of the table is ORGANIZATION_ID.

Library Unit
Field	Description	Field Location in Alma	Additional Information	Data Type	Data Size
Owning Library Address Line 1	The first line of the address of the institution. It usually includes the building number and the street name.	Configuration > General > Add a Library or Edit Library Information > Contact Information tab. This is taken from the address configured as the Preferred address. The label in Alma is Address Line 1.		VARCHAR	1000
Owning Library City	The city of the library.	Configuration > General > Add a Library or Edit Library Information > Contact Information tab. This is taken from the address configured as the Preferred address. The label in Alma is City.		VARCHAR	255
Owning Library Code	The library code	Configuration > General > Libraries > Add a Library or Edit Library Information > Libraries tab > Path [the text after the period]		VARCHAR	50
Owning Library Code (Active)	The code of active (not deleted) libraries	Configuration > General > Libraries > Add a Library or Edit Library Information > Libraries tab > Path [the text after the period]	The same as Library Code without deleted libraries.	VARCHAR	50
Owning Library Country	The country of the library.	Configuration > General > Add a Library or Edit Library Information > Contact Information tab. This is taken from the address configured as the Preferred address. The label in Alma isCountry.		VARCHAR	320
Owning Library Description	The library description	Configuration > General > Libraries > Add a Library or Edit Library Information > Libraries tab The label in Alma is Description.		VARCHAR	100
Owning Library Name	The library name	Configuration > General > Libraries > Add a Library or Edit Library Information > Libraries tab The label in Alma is Organization Unit Name.		VARCHAR	255
Owning Library Name (Active)	The library name of active (not deleted) libraries	Configuration > General > Libraries > Add a Library or Edit Library Information > Libraries tab The label in Alma is Organization Unit Name.	The same as Library Name without deleted libraries.	VARCHAR	255
Owning Library Postal Code	The postal code of the library.	Configuration > General > Add a Library or Edit Library Information > Contact Information tab. This is taken from the address configured as the Preferred address. The label in Alma is Postal code.		VARCHAR	200
Owning Library State Province	The state or province of the library.	Configuration > General > Add a Library or Edit Library Information > Contact Information tab. This is taken from the address configured as the Preferred address. The label in Alma is State/Province.		VARCHAR	320
Owning Library Type	The type of organization unit	Configuration > General > Libraries > Add a Library or Edit Library Information > Libraries tab The label in Alma is Organization Unit Type.	Values can be Institution/Library	VARCHAR	20
Owning Location Code	The owning library location code			VARCHAR	50
Owning Location Name	The owning library location name			VARCHAR	255

PO Line

The PO Line table is a dimension table that stores details about the PO and the PO Line that is associated with the fund transaction.

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PO Line Approver

The PO Line Approver table is a dimension table that stores details about the approver of the PO line.

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PO Line Creation Date

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Purchase Request Approver

The Purchase Request Approver table is a dimension table that contains fields relating to details of the user that approved the purchase request. Approving a purchase request creates a purchase order line. Whether the user approves or rejects the request, Alma sends an email to the requester. For more information see Approving or Rejecting a Purchase Request.

Most of the information for the purchase request approver is taken from the user record (Admin > Manage Users).

Field	Description	Field Location in Alma	Additional Information	Data Type	Data Size
Approver Birth Date	The birth date in the purchase request approver's user record.	Admin > Manage Users > Edit User > General Information Tab > User Information Section The Alma label is Birth date.		DATE
Approver Campus Code	The campus code in the purchase request approver's user record.	Only campus name is displayed in the Users UI.	The full list of campus codes and names can be found in Configuration > General > Libraries > Define Campuses.	VARCHAR	50
Approver Cataloger Level	The cataloger level in the purchase request approver's user record.	Admin > Manage Users > Edit User > General Information Tab > User Information Section The Alma label is Cataloger level.	For this to display in the UI, the Cataloger Permission Levels must be defined (in addition to the default level). See Cataloging Privileges for more information.	VARCHAR	255
Approver Creation Date	The creation date of the record for the user that approved the purchase request.	Admin > Manage Users > Edit User >i icon (Right hand pane) The Alma label is Created on.		DATE
Approver Creator	The user that created the purchase request approver's user record.	Admin > Manage Users > Edit User >i icon (Right hand pane) The Alma label is Created by.		VARCHAR	255
Approver Disable All Login Restrictions	Indicates if the user has IP login restrictions disabled. This is recorded in the purchase request approver's user record.	Admin > Manage Users > Edit User > General Information Tab > User Management Information Section The Alma label is Disable all login restrictions.	This is a checkbox.	VARCHAR	3
Approver Expiry Date	The expiration date in the purchase request approver's user record.	Admin > Manage Users > Edit User > General Information Tab > User Information Section The Alma label is Expiration date.	After expiration, the user cannot login.	DATE
Approver External ID	The external ID in the purchase request approver's user record (in the case where the record was created by an external system).	Not displayed in the UI.	For more information see Managing User Identifiers.	VARCHAR	255
Approver First Name	The first name in the purchase request approver's user record.	Admin > Manage Users > Edit User > General Information Tab > User Information Section The Alma label is First name.		VARCHAR	255
Approver Full Name	The full name in the purchase request approver's user record.	Not displayed in the UI.	Concatenation of the last name + first name.	VARCHAR	511
Approver Gender (Not in Use)	The gender in the purchase request approver's user record.	Admin > Manage Users > Edit User > General Information Tab > User Information Section The Alma label is Gender.	Can be configured in Configuration > User Management > User Details > Genders.	VARCHAR	4000
Approver Has Role other than Patron	Indicates if the purchase request approver has a role in addition to Patron.	Does not display in the UI.	The roles for the user can be viewed at Admin > Manage Users > Edit User > General Information Tab > User Roles section. This field checks whether there are any roles in addition to the Patron role that is added by default.	VARCHAR	3
Approver Has Role other than Patron and Instructor	Indicates if the purchase request approver has a role other than Patron and Instructor.	Does not display in the UI.	The roles for the user can be viewed at Admin > Manage Users > Edit User > General Information Tab > User Roles section. This field checks whether there are any roles in addition to the Patron and Instructor role.	VARCHAR	3
Approver Identifier 1-2	Two pre-configured user identifiers for the purchase request approver.	Does not appear for users in the UI.	Choosing a specific identifier to be included in the user details is done in Alma (in an internal table that is not exposed to the users). Users who need assistance in defining this field do so by contacting Ex Libris Support. Note that only only one value per identifier is supported.	VARCHAR	1000
Approver Is Blocked	Indicates if the purchase request approver is blocked. This is recorded in the purchase request approver's user record.	Does not display in the UI.	See Configuring User Blocks for more information. User blocks can be viewed in Admin > Manage Users > Edit User > Blocks Tab.	VARCHAR	3
Approver Job Category	The job category in the purchase request approver's user record.	Admin > Manage Users > Edit User > General Information Tab > User Information Section The Alma label is Job Category.	Can be configured in Configuration Menu > User Management > User Details > Job Categories.	VARCHAR	255
Approver Job Description	The job description in the purchase request approver's user record.	Admin > Manage Users > Edit User > General Information Tab > User Information Section The Alma label is Job description.		VARCHAR	255
Approver Last Activity Date	The last activity date in the purchase request approver's user record. This refers to the last date that the approver made a request or borrowed or returned an item.	Admin > Manage Users > Edit User > General Information Tab > User Information Section The Alma label is Last Patron Activity Date.	This only displays if enabled at Configuration Menu > User Management > General > Record Last Patron Activity Date. For more information see Configuring Last Patron Activity Date.	DATE
Approver Last Name	The last name in the purchase request approver's user record.	Admin > Manage Users > Edit User > General Information Tab > User Information Section The Alma label is Last name.		VARCHAR	255
Approver Linked From Institution Code	In a fulfillment network, this is the ID of the external institution from which the user was copied.	Admin > Manage Users > Edit User > Right hand pane The Alma label is Owner.	Applies to linked user in a fulfillment network. See Managing Users for more information.	DOUBLE
Approver Linked From Institution Name	In a fulfillment network, this is the name of the external institution from which the user was copied.	Admin > Manage Users > Edit User > General Information Tab. It displays in the Not local section. The Alma label is Institution.	Appears only in very specific cases. Applies to linked user in a fulfillment network. See Managing Users for more information.	VARCHAR	255
Approver Linked From Other Institution	Indicates if the purchase request approver is linked from another institution.	Doesn't display in the UI.	Applies to the linked user (the user in the secondary institution - copied from the user in the source institution). Populated only if the user created a link from their institution to another institution via a fulfillment network. Possible values: yes no	DOUBLE
Approver Linked To Other Institution	Indicates if the purchase request approver accessed Primo/Alma for services in another institution. Note that this does not necessarily indicate that the services were actually supplied or that a linked account was created.		Applies to the user in the source institution. Populated only if the user created a link from their institution to another institution via a fulfillment network. See Linking Users in Collaboration Networks for more information. Possible values: yes no	VARCHAR	10
Approver Middle Name	The middle name in the purchase request approver's user record.	Admin > Manage Users > Edit User > General Information Tab > User Information Section The Alma label is Middle Name.		VARCHAR	255
Approver Modification Date	The date of the last modification in the purchase request approver's user record.	Admin > Manage Users > Edit User >i icon (Right hand pane) The Alma label is Last updated on.		DATE
Approver Modified By	The last person/system that modified the purchase request approver's user record.	Admin > Manage Users > Edit User >i icon (Right hand pane) The Alma label is Last updated by.		VARCHAR	255
Approver Patron Letters Opt In	The letters for which the purchase request approver has opted in. This is recorded in the purchase request approver's user record.	Does not display in the UI.	The user can view the list of letters that are selected (opt-in) at Admin > Manage Users > Edit User > General Information Tab > User Information Section > Selected Patron Letters. The Alma label is Selected Patron Letters.	VARCHAR	2000
Approver Patron Letters Opt Out	The letters for which the purchase request approver has opted out. This is recorded in the purchase request approver's user record.	Does not display in the UI.	The user can view the list of letters that are deselected (opt-out) at Admin > Manage Users > Edit User > General Information Tab > User Information Section > Selected Patron Letters. The Alma label is Selected Patron Letters.	VARCHAR	2000
Approver Preferred First Name	The preferred first name in the purchase request approver's user record.	Admin > Manage Users > Edit User > General Information Tab > User Information Section The Alma label is Preferred first name.		VARCHAR	255
Approver Preferred Language	The preferred language in the purchase request approver's user record.	Admin > Manage Users > Edit User > General Information Tab > User Information Section The Alma label is Preferred language.		VARCHAR	4000
Approver Preferred Last Name	The preferred last name in the purchase request approver's user record.	Admin > Manage Users > Edit User > General Information Tab > User Information Section The Alma label is Preferred last name.		VARCHAR	255
Approver Preferred Middle Name	The preferred middle name in the purchase request approver's user record.	Admin > Manage Users > Edit User > General Information Tab > User Information Section The Alma label is Preferred middle name.		VARCHAR	255
Approver Primary Identifier	The primary identifier in the purchase request approver's user record.	Admin > Manage Users > Edit User > General Information Tab > User Information Section The Alma label is Primary identifier.		VARCHAR	4000
Approver Purge Date	The purge date in the purchase request approver's user record.	Admin > Manage Users > Edit User > General Information Tab > User Information Section The Alma label is Purge date.	For more information see Purging Users.	DATE
Approver Resource Sharing Library	The name of the resource sharing library recorded in the purchase request approver's user record. This is the name of the library associated with the purchase request approver.	Admin > Manage Users > Edit User > General Information Tab > User Information Section > Resource Sharing Library The Alma label is Resource sharing library.	VARCHAR	4000
Approver Resource Sharing Library Code	The code associated with the resource sharing library that is recorded in the purchase request approver's user record.		Library codes can be viewed in the library configuration screen. Configuration > General > Add or Edit Library Information > Edit a library > Right hand information window. The Alma label is Code.	VARCHAR	4000
Statistical Category 01-10	Statistical categories (01-10) that are recorded in the purchase request approver's user record.	Admin > Manage Users > Edit User > Statistics > Add Statistic	These fields, which must be configured, allow you to map add up to ten statistical categories to your user record. This allows you to filter reports based on advanced user information typically stored in the statistical category fields. For more information, see Configuring Statistical Categories for Analytics.	VARCHAR	4000
Approver Status	The status recorded in the purchase request approver's user record.	Admin > Manage Users > Edit User > General Information Tab > User Information Section The Alma label is Status.	The possible values are: Active Inactive For more information see the Find and Manage Users Page - Column Descriptions table in Managing Users.	VARCHAR	8
Approver Status Date	The last date when the Status field of the purchase request approver's user record was modified.	Admin > Manage Users > Edit User > General Information Tab > User Information Section The Alma label is Status Date.		DATE
Approver User Group	The user group in the purchase request approver's user record.	Admin > Manage Users > Edit User > General Information Tab > User Information Section The Alma label is User group.	User groups assigned to users can be configured by the institution. For more information see Configuring User Groups.	VARCHAR	4000
Approver User Group Code	The user group code associated with the user group name in the purchase request approver's user record.		For the full list of user groups codes and names see Configuration > Fulfillment > Patron Configuration > User Groups.	VARCHAR	255
Approver User ID	The Alma internal user ID in the purchase request approver's user record.	Not displayed in the UI.		VARCHAR	50
Approver User Record Type	The user record type in the purchase request approver's user record.	Admin > Manage Users > Edit User > Right hand pane The Alma label is Record type.	The possible values are: Staff Public See Managing Users for more information	VARCHAR	4000
Approver User Title	The user title in the purchase request approver's user record.	Admin > Manage Users > Edit User > General Information Tab > User Information Section The Alma label is Title.	For more information see Configuring User Titles.	VARCHAR	50
Approver User Type	The user type in the purchase request approver's user record.	Admin > Manage Users > Edit User > Right hand pane The Alma label is Account type.	The possible values are: External Internal For more information see User Management.	CHAR	20

Purchase Request Assigned To

The Purchase Request Assigned To table is a dimension table that contains fields relating to details of the user to whom the purchase request is assigned. It only includes purchase requests in the in review or in cart status. Approved or rejected purchase requests are not included in the table since they are not assigned to anyone.

Most of the information for the user to which the purchase request is assigned to, is taken from the user record (Admin > Manage Users).

For more information see Assigning a Purchase Request.

Field	Description	Field Location in Alma	Additional Information	Data Type	Data Size
Assigned To Birth Date	The birth date of the user to which the purchase request is assigned.	Admin > Manage Users > Edit User > General Information Tab > User Information Section The Alma label is Birth date.		DATE
Assigned To Campus Code	The campus code of the user to which the purchase request is assigned.	Only campus name is displayed in the Users UI.	The full list of campus codes and names can be found in Configuration > General > Libraries > Define Campuses.	VARCHAR	50
Assigned To Cataloger Level	The cataloger level of the user to which the purchase request is assigned.	Admin > Manage Users > Edit User > General Information Tab > User Information Section The Alma label is Cataloger level.	For this to display in the UI, the Cataloger Permission Levels must be defined (in addition to the default level). See Cataloging Privileges for more information.	VARCHAR	255
Assigned To Creation Date	The creation date of the record for the user to which the purchase request is assigned.	Admin > Manage Users > Edit User >i icon (Right hand pane) The Alma label is Created on.		DATE
Assigned To Creator	The creator of the record for the user to which the purchase request is assigned.	Admin > Manage Users > Edit User >i icon (Right hand pane) The Alma label is Created by.		VARCHAR	255
Assigned To Disable All Login Restrictions	Indicates if the user has IP login restrictions disabled. This is recorded in the record for the user to which the purchase request is assigned.	Admin > Manage Users > Edit User > General Information Tab > User Management Information Section The Alma label is Disable all login restrictions.	This is a checkbox.	VARCHAR	3
Assigned To Expiry Date	The expiration date of the user to which the purchase request is assigned.	Admin > Manage Users > Edit User > General Information Tab > User Information Section The Alma label is Expiration date.	After expiration, the user cannot login.	DATE
Assigned To External ID	The external ID of the user to which the purchase request is assigned.	Not displayed in the UI.	For more information see Managing User Identifiers.	VARCHAR	255
First Name	The first name of the user to which the purchase request is assigned.	Admin > Manage Users > Edit User > General Information Tab > User Information Section The Alma label is First name.		VARCHAR	255
Assigned To Full Name	The full name of the user to which the purchase request is assigned.	Not displayed in the UI.	Concatenation of the last name + first name.	VARCHAR	511
Assigned To Gender (Not in Use)	The gender of the user to which the purchase request is assigned.	Admin > Manage Users > Edit User > General Information Tab > User Information Section The Alma label is Gender.	Can be configured in Configuration > User Management > User Details > Genders.	VARCHAR	4000
Assigned to Has Role Other than Patron	Indicates if the user to which the purchase request is assigned has a role in addition to Patron.	Does not display in the UI.	The roles for the user can be viewed at Admin > Manage Users > Edit User > General Information Tab > User Roles section. This field checks whether there are any roles in addition to the Patron role that is added by default.	VARCHAR	3
Assigned to Has Role Other than Patron and Instructor	Indicates if the user to which the purchase request is assigned has a role in addition to Patron and Instructor.	Does not display in the UI.	The roles for the user can be viewed at Admin > Manage Users > Edit User > General Information Tab > User Roles section. This field checks whether there are any roles in addition to the Patron and Instructor role.	VARCHAR	3
Assigned To Identifier 1-2	Two pre-configured user identifiers for the user to which the purchase request is assigned.	Does not appear for users in the UI.	Choosing a specific identifier to be included in the user details is done in Alma (in an internal table that is not exposed to the users). Users who need assistance in defining this field do so by contacting Ex Libris Support. Note that only one value per identifier is supported.	VARCHAR	4000
Assigned To Is Blocked	Indicates if the user to which the purchase request is assigned, is blocked. This is recorded in the record for the user to which the purchase request is assigned.	Does not display in the UI.	See Configuring User Blocks for more information. User blocks can be viewed in Admin > Manage Users > Edit User > Blocks Tab.	VARCHAR	3
Assigned To Job Category	The job category of the user to which the purchase request is assigned.	Admin > Manage Users > Edit User > General Information Tab > User Information Section The Alma label is Job Category.	Can be configured in Configuration Menu > User Management > User Details > Job Categories.	VARCHAR	255
Assigned To Job Description	The job description of the user to which the purchase request is assigned.	Admin > Manage Users > Edit User > General Information Tab > User Information Section The Alma label is Job description.		VARCHAR	255
Assigned To Last Activity Date	The last activity date of the user to which the purchase request is assigned. This refers to the last date that the user made a request or borrowed or returned an item.	Admin > Manage Users > Edit User > General Information Tab > User Information Section The Alma label is Last Patron Activity Date.	This only displays if enabled at Configuration Menu > User Management > General > Record Last Patron Activity Date. For more information see Configuring Last Patron Activity Date.	DATE
Assigned To Last Name	The last name of the user to which the purchase request is assigned.	Admin > Manage Users > Edit User > General Information Tab > User Information Section The Alma label is Last name.		VARCHAR	255
Assigned To Linked From Institution Code	In a fulfillment network, this is the ID of the external institution from which the user was copied.	Admin > Manage Users > Edit User > Right hand pane The Alma label is Owner.	Applies to linked user in a fulfillment network. See Managing Users for more information.	DOUBLE
Assigned To Linked From Institution Name	In a fulfillment network, this is the name of the external institution from which the user was copied.	Admin > Manage Users > Edit User > General Information Tab. It displays in the Not local section. The Alma label is Institution.	Appears only in very specific cases. Applies to linked user in a fulfillment network. See Managing Users for more information.	VARCHAR	255
Assigned To Linked From Other Institution	Indicates if the user to which the purchase request is assigned is linked from another institution.	Doesn't display in the UI.	Applies to the linked user (the user in the secondary institution - copied from the user in the source institution). Populated only if the user created a link from their institution to another institution via a fulfillment network. Possible values: yes no	DOUBLE
Assigned To Linked to Other Institution	Indicates if the user to which the purchase request is assigned accessed Primo/Alma for services in another institution. Note that this does not necessarily indicate that the services were actually supplied or that a linked account was created.		Applies to the user in the source institution. Populated only if the user created a link from their institution to another institution via a fulfillment network. See Linking Users in Collaboration Networks for more information. Possible values: yes no	VARCHAR	10
Assigned To Middle Name	The middle name of the user to which the purchase request is assigned.	Admin > Manage Users > Edit User > General Information Tab > User Information Section The Alma label is Middle Name.		VARCHAR	255
Assigned To Modification Date	The date of the last modification of the record for the user to which the purchase request is assigned.	Admin > Manage Users > Edit User >i icon (Right hand pane) The Alma label is Last updated on.		DATE
Assigned To Modified By	The last person/system that modified the record for the user to which the purchase request is assigned.	Admin > Manage Users > Edit User >i icon (Right hand pane) The Alma label is Last updated by.		VARCHAR	255
Assigned To Patron Letters Opt In	The letters for which the user to which the purchase request is assigned has opted in. This is recorded in the record for the user to which the purchase request is assigned.	Does not display in the UI.	The user can view the list of letters that are selected (opt-in) at Admin > Manage Users > Edit User > General Information Tab > User Information Section > Selected Patron Letters. The Alma label is Selected Patron Letters.	VARCHAR	2000
Assigned To Patron Letters Opt Out	The letters for which the user to which the purchase request is assigned has opted out. This is recorded in the record for the user to which the purchase request is assigned.	Does not display in the UI.	The user can view the list of letters that are deselected (opt-out) at Admin > Manage Users > Edit User > General Information Tab > User Information Section > Selected Patron Letters. The Alma label is Selected Patron Letters.	VARCHAR	2000
Assigned To Preferred First Name	The preferred first name of the user to which the purchase request is assigned.	Admin > Manage Users > Edit User > General Information Tab > User Information Section The Alma label is Preferred first name.		VARCHAR	255
Assigned To Preferred Language	The preferred language of the user to which the purchase request is assigned.	Admin > Manage Users > Edit User > General Information Tab > User Information Section The Alma label is Preferred language.		VARCHAR	4000
Assigned To Preferred Last Name	The preferred last name of the user to which the purchase request is assigned.	Admin > Manage Users > Edit User > General Information Tab > User Information Section The Alma label is Preferred last name.		VARCHAR	255
Assigned To Preferred Middle Name	The preferred middle name of the user to which the purchase request is assigned.	Admin > Manage Users > Edit User > General Information Tab > User Information Section The Alma label is Preferred middle name.		VARCHAR	255
Assigned To Primary Identifier	The primary identifier of the user to which the purchase request is assigned.	Admin > Manage Users > Edit User > General Information Tab > User Information Section The Alma label is Primary identifier.		VARCHAR	255
Assigned To Purge Date	The purge date of the user to which the purchase request is assigned.	Admin > Manage Users > Edit User > General Information Tab > User Information Section The Alma label is Purge date.	For more information see Purging Users.	DATE
Assigned To Resource Sharing Library	The name of the resource sharing library in the record for the user to which the purchase request is assigned. This is the name of the library associated with the user to which the purchase request is assigned.	Admin > Manage Users > Edit User > General Information Tab > User Information Section > Resource Sharing Library The Alma label is Resource sharing library.	VARCHAR	4000
Assigned To Resource Sharing Library Code	The code associated with the resource sharing library. This is recorded in the record for the user to which the purchase request is assigned.		Library codes can be viewed in the library configuration screen. Configuration > General > Add or Edit Library Information > Edit a library > Right hand information window. The Alma label is Code.	VARCHAR	4000
Assigned To Statistical Category 01-10	Statistical categories (01-10) that are recorded in the record for the user to which the purchase request is assigned.	Admin > Manage Users > Edit User > Statistics > Add Statistic	These fields, which must be configured, allow you to map add up to ten statistical categories to your user record. This allows you to filter reports based on advanced user information typically stored in the statistical category fields. For more information, see Configuring Statistical Categories for Analytics.	VARCHAR	4000
Assigned To Status	The status recorded of the record for the user to which the purchase request is assigned.	Admin > Manage Users > Edit User > General Information Tab > User Information Section The Alma label is Status.	The possible values are: Active Inactive For more information see the Find and Manage Users Page - Column Descriptions table in Managing Users.	VARCHAR	8
Assigned To Status Date	The last date when the status of the record for the user to which the purchase request is assigned to, was modified.	Admin > Manage Users > Edit User > General Information Tab > User Information Section The Alma label is Status Date.		DATE
Assigned To User Group	The user group of the user to which the the purchase request is assigned.	Admin > Manage Users > Edit User > General Information Tab > User Information Section The Alma label is User group.	User groups assigned to users can be configured by the institution. For more information see Configuring User Groups.	VARCHAR	4000
Assigned To User Group Code	The user group code associated with the user group. This is recorded in the record for the user to which the purchase request is assigned.		For the full list of user groups codes and names see Configuration > Fulfillment > Patron Configuration > User Groups.	VARCHAR	255
Assigned To User ID	The Alma internal user ID in the record for the user to which the purchase request is assigned.	Not displayed in the UI.		VARCHAR	50
Assigned To User Record Type	The record type for the user to which the purchase request is assigned.	Admin > Manage Users > Edit User > Right hand pane The Alma label is Record type.	The possible values are: Staff Public See Managing Users for more information	VARCHAR	4000
Assigned To User Title	The title of the user to which the purchase request is assigned.	Admin > Manage Users > Edit User > General Information Tab > User Information Section The Alma label is Title.	For more information see Configuring User Titles.	VARCHAR	50
Assigned To User Type	The user type in the record for the user to which the purchase request is assigned.	Admin > Manage Users > Edit User > Right hand pane The Alma label is Account type.	The possible values are: External Internal For more information see User Management.	CHAR	20

Purchase Request Creator

The Purchase Request Creator table is a dimension table that contains fields relating to details of the creator of the purchase request record in Alma. This can be a system creator.

Most of the information for the purchase request creator is taken from the user record (Admin > Manage Users).

For more information see Creating a Purchase Request.

Field	Description	Field Location in Alma	Additional Information	Data Type	Data Size
Creator Birth Date	The birth date in the purchase request creator's user record.	Admin > Manage Users > Edit User > General Information Tab > User Information Section The Alma label is Birth date.		DATE
Creator Campus Code	The campus code in the purchase request creator's user record.	Only campus name is displayed in the Users UI.	The full list of campus codes and names can be found in Configuration > General > Libraries > Define Campuses.	VARCHAR	50
Creator Cataloger Level	The cataloger level in the purchase request creator's user record.	Admin > Manage Users > Edit User > General Information Tab > User Information Section The Alma label is Cataloger level.	For this to display in the UI, the Cataloger Permission Levels must be defined (in addition to the default level). See Cataloging Privileges for more information.	VARCHAR	255
Creator Creation Date	The creation date of the purchase request creator's user record.	Admin > Manage Users > Edit User >i icon (Right hand pane) The Alma label is Created on.		DATE
Creator Creator	The user that created the purchase request creator's user record.	Admin > Manage Users > Edit User >i icon (Right hand pane) The Alma label is Created by.		VARCHAR	255
Creator Disable All Login Restrictions	Indicates if the user has IP login restrictions disabled. This is recorded in the purchase request creator's user record.	Admin > Manage Users > Edit User > General Information Tab > User Management Information Section The Alma label is Disable all login restrictions.	This is a checkbox.	VARCHAR	3
Creator Expiry Date	The expiration date recorded in the purchase request creator's user record.	Admin > Manage Users > Edit User > General Information Tab > User Information Section The Alma label is Expiration date.	After expiration, the user cannot login.	DATE
Creator External ID	The external ID in the purchase request creator's user record (in the case where the record was created by an external system).	Not displayed in the UI.	For more information see Managing User Identifiers.	VARCHAR	255
Creator First Name	The first name in the purchase request creator's user record.	Admin > Manage Users > Edit User > General Information Tab > User Information Section The Alma label is First name.		VARCHAR	255
Creator Full Name	The full name in the purchase request creator's user record.	Not displayed in the UI.	Concatenation of the last name + first name.	VARCHAR	511
Creator Gender (Not in Use)	The gender in the purchase request creator's user record.	Admin > Manage Users > Edit User > General Information Tab > User Information Section The Alma label is Gender.	Can be configured in Configuration > User Management > User Details > Genders.	VARCHAR	4000
Creator Has Role Other Than Patron	Indicates if the purchase request creator has a role in addition to Patron.	Does not display in the UI.	The roles for the user can be viewed at Admin > Manage Users > Edit User > General Information Tab > User Roles section. This field checks whether there are any roles in addition to the Patron role that is added by default.	VARCHAR	3
Creator Has Role Other Than Patron and Instructor	Indicates if the purchase request creator has a role other than Patron and Instructor.	Does not display in the UI.	The roles for the user can be viewed at Admin > Manage Users > Edit User > General Information Tab > User Roles section. This field checks whether there are any roles in addition to the Patron and Instructor role.	VARCHAR	3
Creator Identifier 1-2	Two pre-configured user identifiers for the purchase request creator.	Does not appear for users in the UI.	Choosing a specific identifier to be included in the user details is done in Alma (in an internal table that is not exposed to the users). Users who need assistance in defining this field do so by contacting Ex Libris Support. Note that only only one value per identifier is supported.	VARCHAR	4000
Creator Is Blocked	Indicates if the purchase request creator is blocked. This is recorded in the purchase request creator's user record.	Does not display in the UI.	See Configuring User Blocks for more information. User blocks can be viewed in Admin > Manage Users > Edit User > Blocks Tab.	VARCHAR	3
Creator Job Category	The job category recorded in the purchase request creator's user record.	Admin > Manage Users > Edit User > General Information Tab > User Information Section The Alma label is Job Category.	Can be configured in Configuration Menu > User Management > User Details > Job Categories.	VARCHAR	255
Creator Job Description	The job description in the purchase request creator's user record.	Admin > Manage Users > Edit User > General Information Tab > User Information Section The Alma label is Job description.		VARCHAR	255
Creator Last Activity Date	The last activity date in the purchase request creator's user record. This refers to the last date that the creator made a request or borrowed or returned an item.	Admin > Manage Users > Edit User > General Information Tab > User Information Section The Alma label is Last Patron Activity Date.	This only displays if enabled at Configuration Menu > User Management > General > Record Last Patron Activity Date. For more information see Configuring Last Patron Activity Date.	DATE
Creator Last Name	The last name in the purchase request creator's user record.	Admin > Manage Users > Edit User > General Information Tab > User Information Section The Alma label is Last name.		VARCHAR	255
Creator Linked From Institution Code	In a fulfillment network, this is the ID of the external institution from which the user was copied.	Admin > Manage Users > Edit User > Right hand pane The Alma label is Owner.	Applies to linked user in a fulfillment network. See Managing Users for more information.	DOUBLE
Creator Linked From Institution Name	In a fulfillment network, this is the name of the external institution from which the user was copied.	Admin > Manage Users > Edit User > General Information Tab. It displays in the Not local section. The Alma label is Institution.	Appears only in very specific cases. Applies to linked user in a fulfillment network. See Managing Users for more information.	VARCHAR	255
Creator Linked From Other Institution	Indicates if the purchase request creator is linked from another institution.	Doesn't display in the UI.	Applies to the linked user (the user in the secondary institution - copied from the user in the source institution). Populated only if the user created a link from their institution to another institution via a fulfillment network. Possible values: yes no	DOUBLE
Creator Linked To Other Institution	Indicates if the user accessed Primo/Alma for services in another institution. Note that this does not necessarily indicate that the services were actually supplied or that a linked account was created.		Applies to the user in the source institution. Populated only if the user created a link from their institution to another institution via a fulfillment network. See Linking Users in Collaboration Networks for more information. Possible values: yes no	VARCHAR	10
Creator Middle Name	The middle name in the purchase request creator's user record.	Admin > Manage Users > Edit User > General Information Tab > User Information Section The Alma label is Middle Name.		VARCHAR	255
Creator Modification Date	The date of the last modification that is recorded in the purchase request creator's user record.	Admin > Manage Users > Edit User >i icon (Right hand pane) The Alma label is Last updated on.		DATE
Creator Modified By	The last person/system that modified the purchase request creator's user record.	Admin > Manage Users > Edit User >i icon (Right hand pane) The Alma label is Last updated by.		VARCHAR	255
Creator Patron Letters Opt In	The letters for which the purchase request creator has opted in. This is recorded in the purchase request creator's user record.	Does not display in the UI.	The user can view the list of letters that are selected (opt-in) at Admin > Manage Users > Edit User > General Information Tab > User Information Section > Selected Patron Letters. The Alma label is Selected Patron Letters.	VARCHAR	2000
Creator Patron Letters Opt Out	The letters for which the purchase request creator has opted out. This is recorded in the purchase request creator's user record.	Does not display in the UI.	The user can view the list of letters that are deselected (opt-out) at Admin > Manage Users > Edit User > General Information Tab > User Information Section > Selected Patron Letters. The Alma label is Selected Patron Letters.	VARCHAR	2000
Creator Preferred First Name	The preferred first name that is recorded in the purchase request creator's user record.	Admin > Manage Users > Edit User > General Information Tab > User Information Section The Alma label is Preferred first name.		VARCHAR	255
Creator Preferred Language	The preferred language that is recorded in the purchase request creator's user record.	Admin > Manage Users > Edit User > General Information Tab > User Information Section The Alma label is Preferred language.		VARCHAR	4000
Creator Preferred Last Name	The preferred last name in the purchase request creator's user record.	Admin > Manage Users > Edit User > General Information Tab > User Information Section The Alma label is Preferred last name.		VARCHAR	255
Creator Preferred Middle Name	The preferred middle name in the purchase request creator's user record.	Admin > Manage Users > Edit User > General Information Tab > User Information Section The Alma label is Preferred middle name.		VARCHAR	255
Creator Primary Identifier	The primary identifier in the purchase request creator's user record.	Admin > Manage Users > Edit User > General Information Tab > User Information Section The Alma label is Primary identifier.		VARCHAR	255
Creator Purge Date	The purge date recorded in the purchase request creator's user record.	Admin > Manage Users > Edit User > General Information Tab > User Information Section The Alma label is Purge date.	For more information see Purging Users.	DATE
Creator Resource Sharing Library	The name of the resource sharing library recorded in the purchase request creator's user record. This is the name of the library associated with the purchase request creator.	Admin > Manage Users > Edit User > General Information Tab > User Information Section > Resource Sharing Library The Alma label is Resource sharing library.	VARCHAR	4000
Creator Resource Sharing Library Code	The code associated with the resource sharing library recorded in the purchase request creator's user record.		Library codes can be viewed in the library configuration screen. Configuration > General > Add or Edit Library Information > Edit a library > Right hand information window. The Alma label is Code.	VARCHAR	4000
Creator Statistical Category 01-10	Statistical categories (01-10) that are recorded in the purchase request creator's user record.	Admin > Manage Users > Edit User > Statistics > Add Statistic	These fields, which must be configured, allow you to map add up to ten statistical categories to your user record. This allows you to filter reports based on advanced user information typically stored in the statistical category fields. For more information, see Configuring Statistical Categories for Analytics.	VARCHAR	4000
Creator Status	The status recorded in the purchase request creator's user record.	Admin > Manage Users > Edit User > General Information Tab > User Information Section The Alma label is Status.	The possible values are: Active Inactive For more information see the Find and Manage Users Page - Column Descriptions table in Managing Users.	VARCHAR	8
Creator Status Date	The last date when the Status field of the purchase request creator's user record was modified.	Admin > Manage Users > Edit User > General Information Tab > User Information Section The Alma label is Status Date.		DATE
Creator User Group	The user group in the purchase request creator's user record.	Admin > Manage Users > Edit User > General Information Tab > User Information Section The Alma label is User group.	User groups assigned to users can be configured by the institution. For more information see Configuring User Groups.	VARCHAR	4000
Creator User Group Code	The user group code associated with the user group name in the purchase request creator's user record.		For the full list of user groups codes and names see Configuration > Fulfillment > Patron Configuration > User Groups.	VARCHAR	255
Creator User ID	The Alma internal user ID in the purchase request creator's user record.	Not displayed in the UI.		VARCHAR	50
Creator User Record Type	The user record type in the purchase request creator's user record.	Admin > Manage Users > Edit User > Right hand pane The Alma label is Record type.	The possible values are: Staff Public See Managing Users for more information	VARCHAR	4000
Creator User Title	The user title in the purchase request creator's user record.	Admin > Manage Users > Edit User > General Information Tab > User Information Section The Alma label is Title.	For more information see Configuring User Titles.	VARCHAR	50
Creator User Type	The user type recorded in the purchase request creator's user record.	Admin > Manage Users > Edit User > Right hand pane The Alma label is Account type.	The possible values are: External Internal For more information see User Management.	CHAR	20

Purchase Request Modified By

The Purchase Request Modified By table is a dimension table that contains fields relating to details of the user that last modified the request record.

Most of the information for the user that modified the purchase request is taken from the user record (Admin > Manage Users).

For more information see Editing a Purchase Request.

Field	Description	Field Location in Alma	Additional Information	Data Type	Data Size
Modified By Birth Date	The birth date of the user that modified the purchase request.	Admin > Manage Users > Edit User > General Information Tab > User Information Section The Alma label is Birth date.		DATE
Modified By Campus Code	The campus code of the user that modified the purchase request.	Only campus name is displayed in the Users UI.	The full list of campus codes and names can be found in Configuration > General > Libraries > Define Campuses.	VARCHAR	50
Modified By Cataloger Level	The cataloger level of the user that modified the purchase request.	Admin > Manage Users > Edit User > General Information Tab > User Information Section The Alma label is Cataloger level.	For this to display in the UI, the Cataloger Permission Levels must be defined (in addition to the default level). See Cataloging Privileges for more information.	VARCHAR	255
Modified By Creation Date	The creation date of the record for the user that modified the purchase request.	Admin > Manage Users > Edit User >i icon (Right hand pane) The Alma label is Created on.		DATE
Modified By Creator	The creator of the record for the user that modified the purchase request.	Admin > Manage Users > Edit User >i icon (Right hand pane) The Alma label is Created by.		VARCHAR	255
Modified By Disable All Login Restrictions	Indicates if the user has IP login restrictions disabled. This is recorded in the record for the user that modified the purchase request.	Admin > Manage Users > Edit User > General Information Tab > User Management Information Section The Alma label is Disable all login restrictions.	This is a checkbox.	VARCHAR	3
Modified By Expiry Date	The expiration date of the user that modified the purchase request.	Admin > Manage Users > Edit User > General Information Tab > User Information Section The Alma label is Expiration date.	After expiration, the user cannot login.	DATE
Modified By External ID	The external ID of the user that modified the purchase request.	Not displayed in the UI.	For more information see Managing User Identifiers.	VARCHAR	255
Modified By First Name	The first name of the user that modified the purchase request.	Admin > Manage Users > Edit User > General Information Tab > User Information Section The Alma label is First name.		VARCHAR	255
Modified By Full Name	The full name of the user that modified the purchase request.	Not displayed in the UI.	Concatenation of the last name + first name.	VARCHAR	511
Modified By Gender (Not in Use)	The gender of the user that modified the purchase request.	Admin > Manage Users > Edit User > General Information Tab > User Information Section The Alma label is Gender.	Can be configured in Configuration > User Management > User Details > Genders.	VARCHAR	4000
Modified By Has Role other than Patron	Indicates if the user that modified the purchase request has a role in addition to Patron.	Does not display in the UI.	The roles for the user can be viewed at Admin > Manage Users > Edit User > General Information Tab > User Roles section. This field checks whether there are any roles in addition to the Patron role that is added by default.	VARCHAR	3
Modified By Has Role other than Patron and Instructor	Indicates if the user that modified the purchase request has a role in addition to Patron and Instructor.	Does not display in the UI.	The roles for the user can be viewed at Admin > Manage Users > Edit User > General Information Tab > User Roles section. This field checks whether there are any roles in addition to the Patron and Instructor role.	VARCHAR	3
Modified By Identifier 1-2	Two pre-configured user identifiers for the user that modified the purchase request.	Does not appear for users in the UI.	Choosing a specific identifier to be included in the user details is done in Alma (in an internal table that is not exposed to the users). Users who need assistance in defining this field do so by contacting Ex Libris Support. Note that only one value per identifier is supported.	VARCHAR	4000
Modified By Is Blocked	Indicates if the user that modified the purchase request, is blocked. This is recorded in the record for the user that modified the purchase request.	Does not display in the UI.	See Configuring User Blocks for more information. User blocks can be viewed in Admin > Manage Users > Edit User > Blocks Tab.	VARCHAR	3
Modified By Job Category	The job category of the userthat modified the purchase request.	Admin > Manage Users > Edit User > General Information Tab > User Information Section The Alma label is Job Category.	Can be configured in Configuration Menu > User Management > User Details > Job Categories.	VARCHAR	255
Modified By Job Description	The job description of the user that modified the purchase request.	Admin > Manage Users > Edit User > General Information Tab > User Information Section The Alma label is Job description.		VARCHAR	255
Modified By Last Activity Date	The last activity date of the user that modified the purchase request. This refers to the last date that the user made a request or borrowed or returned an item.	Admin > Manage Users > Edit User > General Information Tab > User Information Section The Alma label is Last Patron Activity Date.	This only displays if enabled at Configuration Menu > User Management > General > Record Last Patron Activity Date. For more information see Configuring Last Patron Activity Date.	DATE
Modified By Last Name	The last name of the user that modified the purchase request.	Admin > Manage Users > Edit User > General Information Tab > User Information Section The Alma label is Last name.		VARCHAR	255
Modified By Linked from Institution Code	In a fulfillment network, this is the ID of the external institution from which the user was copied.	Admin > Manage Users > Edit User > Right hand pane The Alma label is Owner.	Applies to linked user in a fulfillment network. See Managing Users for more information.	DOUBLE
Modified By Linked from Institution Name	In a fulfillment network, this is the name of the external institution from which the user was copied.	Admin > Manage Users > Edit User > General Information Tab. It displays in the Not local section. The Alma label is Institution.	Appears only in very specific cases. Applies to linked user in a fulfillment network. See Managing Users for more information.	VARCHAR	255
Modified By Linked From Other Institution	Indicates if the user that modified the purchase request is linked from another institution.	Doesn't display in the UI.	Applies to the linked user (the user in the secondary institution - copied from the user in the source institution). Populated only if the user created a link from their institution to another institution via a fulfillment network. Possible values: yes no	DOUBLE
Modified By Linked To Other Institution	Indicates if the user that modified the purchase request accessed Primo/Alma for services in another institution. Note that this does not necessarily indicate that the services were actually supplied or that a linked account was created.		Applies to the user in the source institution. Populated only if the user created a link from their institution to another institution via a fulfillment network. See Linking Users in Collaboration Networks for more information. Possible values: yes no	VARCHAR	10
Modified By Middle Name	The middle name of the user that modified the purchase request.	Admin > Manage Users > Edit User > General Information Tab > User Information Section The Alma label is Middle Name.		VARCHAR	255
Modified By Modification Date	The date of the last modification of the record for the user that modified the purchase request.	Admin > Manage Users > Edit User >i icon (Right hand pane) The Alma label is Last updated on.		DATE
Modified By Modified By	The last person/system that modified the record for the user that modified the purchase request.	Admin > Manage Users > Edit User >i icon (Right hand pane) The Alma label is Last updated by.		VARCHAR	255
Modified By Patron Letter Opt In	The letters for which the user that modified the purchase request has opted in. This is recorded in the record for the user that modified the purchase request.	Does not display in the UI.	The user can view the list of letters that are selected (opt-in) at Admin > Manage Users > Edit User > General Information Tab > User Information Section > Selected Patron Letters. The Alma label is Selected Patron Letters.	VARCHAR	2000
Modified By Patron Letter Opt Out	The letters for which the user that modified the purchase request has opted out. This is recorded in the record for the user that modified the purchase request.	Does not display in the UI.	The user can view the list of letters that are deselected (opt-out) at Admin > Manage Users > Edit User > General Information Tab > User Information Section > Selected Patron Letters. The Alma label is Selected Patron Letters.	VARCHAR	2000
Modified By Preferred First Name	The preferred first name of the user that modified the purchase request.	Admin > Manage Users > Edit User > General Information Tab > User Information Section The Alma label is Preferred first name.		VARCHAR	255
Modified By Preferred Language	The preferred language of the user that modified the purchase request.	Admin > Manage Users > Edit User > General Information Tab > User Information Section The Alma label is Preferred language.		VARCHAR	4000
Modified By Preferred Last Name	The preferred last name of the user that modified the purchase request.	Admin > Manage Users > Edit User > General Information Tab > User Information Section The Alma label is Preferred last name.		VARCHAR	255
Modified By Preferred Middle Name	The preferred middle name of the user that modified the purchase request.	Admin > Manage Users > Edit User > General Information Tab > User Information Section The Alma label is Preferred middle name.		VARCHAR	255
Modified By Primary Identifier	The primary identifier of the user that modified the purchase request.	Admin > Manage Users > Edit User > General Information Tab > User Information Section The Alma label is Primary identifier.		VARCHAR	255
Modified By Purge Date	The purge date of the user that modified the purchase request.	Admin > Manage Users > Edit User > General Information Tab > User Information Section The Alma label is Purge date.	For more information see Purging Users.	DATE
Modified By Resource Sharing Library	The name of the resource sharing library in the record for the user that modified the purchase request. This is the name of the library associated with the user that modified the purchase request.	Admin > Manage Users > Edit User > General Information Tab > User Information Section > Resource Sharing Library The Alma label is Resource sharing library.	VARCHAR	4000
Modified By Resource Sharing Library Code	The code associated with the resource sharing library. This is recorded in the record for the user that modified the purchase request.		Library codes can be viewed in the library configuration screen. Configuration > General > Add or Edit Library Information > Edit a library > Right hand information window. The Alma label is Code.	VARCHAR	4000
Modified By Statistical Category 01-10	Statistical categories (01-10) that are recorded in the record for the user that modified the purchase request.	Admin > Manage Users > Edit User > Statistics > Add Statistic	These fields, which must be configured, allow you to map add up to ten statistical categories to your user record. This allows you to filter reports based on advanced user information typically stored in the statistical category fields. For more information, see Configuring Statistical Categories for Analytics.	VARCHAR	4000
Modified By Status	The status recorded for the record of the user that modified the purchase request.	Admin > Manage Users > Edit User > General Information Tab > User Information Section The Alma label is Status.	The possible values are: Active Inactive For more information see the Find and Manage Users Page - Column Descriptions table in Managing Users.	VARCHAR	8
Modified By Status Date	The last date when the status of the record for the user that modified the purchase request was modified.	Admin > Manage Users > Edit User > General Information Tab > User Information Section The Alma label is Status Date.		DATE
Modified By User Group	The user group of the user that modified the purchase request.	Admin > Manage Users > Edit User > General Information Tab > User Information Section The Alma label is User group.	User groups assigned to users can be configured by the institution. For more information see Configuring User Groups.	VARCHAR	4000
Modified By User Group Code	The user group code associated with the user group. This is recorded in the record for the user that modified the purchase request.		For the full list of user groups codes and names see Configuration > Fulfillment > Patron Configuration > User Groups.	VARCHAR	255
Modified By User ID	The Alma internal user ID in the record for the user that modified the purchase request.	Not displayed in the UI.		VARCHAR	50
Modified By User Record Type	The record type for the user that modified the purchase request.	Admin > Manage Users > Edit User > Right hand pane The Alma label is Record type.	The possible values are: Staff Public See Managing Users for more information	VARCHAR	4000
Modified By User Title	The title of the user that modified the purchase request.	Admin > Manage Users > Edit User > General Information Tab > User Information Section The Alma label is Title.	For more information see Configuring User Titles.	VARCHAR	50
Modified By User Type	The user type in the record for the user that modified the purchase request.	Admin > Manage Users > Edit User > Right hand pane The Alma label is Account type.	The possible values are: External Internal For more information see User Management.	CHAR	20

Purchase Request Requester

The Purchase Request Requester table is a dimension table that contains fields relating to details of the patron who made the request for the purchase. The requestor refers to the user who makes the request. Once the request is approved, the requester becomes an interested user on the PO line that is created following the approval of the purchase request.

Most of the information for the purchase request requester is taken from the user record (Admin > Manage Users).

Field	Description	Field Location in Alma	Additional Information	Data Type	Data Size
Requester Birth Date	The birth date in the purchase request requester's user record.	Admin > Manage Users > Edit User > General Information Tab > User Information Section The Alma label is Birth date.		DATE
Requester Campus Code	The campus code in the purchase request requester's user record.	Only campus name is displayed in the Users UI.	The full list of campus codes and names can be found in Configuration > General > Libraries > Define Campuses.	VARCHAR	50
Requester Cataloger Level	The cataloger level in the purchase request requester's user record.	Admin > Manage Users > Edit User > General Information Tab > User Information Section The Alma label is Cataloger level.	For this to display in the UI, the Cataloger Permission Levels must be defined (in addition to the default level). See Cataloging Privileges for more information.	VARCHAR	255
Requester Creation Date	The creation date of the purchase request requester's user record.	Admin > Manage Users > Edit User >i icon (Right hand pane) The Alma label is Created on.		DATE
Requester Creator	The user that created the purchase request requester's user record.	Admin > Manage Users > Edit User >i icon (Right hand pane) The Alma label is Created by.		VARCHAR	255
Requester Disable All Login Restrictions	Indicates if the user has IP login restrictions disabled. This is recorded in the purchase request creator's user record.	Admin > Manage Users > Edit User > General Information Tab > User Management Information Section The Alma label is Disable all login restrictions.	This is a checkbox.	VARCHAR	3
Requester Expiry Date	The expiration date recorded in the purchase request requester's user record.	Admin > Manage Users > Edit User > General Information Tab > User Information Section The Alma label is Expiration date.	After expiration, the user cannot login.	DATE
Requester External ID	The external ID in the purchase request requester's user record (in the case where the record was created by an external system).	Not displayed in the UI.	For more information see Managing User Identifiers.	VARCHAR	255
Requester First Name	The first name in the purchase request requester's user record.	Admin > Manage Users > Edit User > General Information Tab > User Information Section The Alma label is First name.		VARCHAR	255
Requester Full Name	The full name in the purchase request requester's user record.	Not displayed in the UI.	Concatenation of the last name + first name.	VARCHAR	511
Requester Gender (Not in Use)	The gender in the purchase request requester's user record.	Admin > Manage Users > Edit User > General Information Tab > User Information Section The Alma label is Gender.	Can be configured in Configuration > User Management > User Details > Genders.	VARCHAR	4000
Requester Has Role other than Patron	Indicates if the purchase request requester has a role in addition to Patron.	Does not display in the UI.	The roles for the user can be viewed at Admin > Manage Users > Edit User > General Information Tab > User Roles section. This field checks whether there are any roles in addition to the Patron role that is added by default.	VARCHAR	3
Requester Has Role other than Patron and Instructor	Indicates if the purchase request requester has a role other than Patron and Instructor.	Does not display in the UI.	The roles for the user can be viewed at Admin > Manage Users > Edit User > General Information Tab > User Roles section. This field checks whether there are any roles in addition to the Patron and Instructor role.	VARCHAR	3
Requester Identifier 1-2	Two pre-configured user identifiers for the purchase request requester.	Does not appear for users in the UI.	Choosing a specific identifier to be included in the user details is done in Alma (in an internal table that is not exposed to the users). Users who need assistance in defining this field do so by contacting Ex Libris Support. Note that only only one value per identifier is supported.	VARCHAR	4000
Requester Is Blocked	Indicates if the purchase request requester is blocked. This is recorded in the purchase request requester's user record.	Does not display in the UI.	See Configuring User Blocks for more information. User blocks can be viewed in Admin > Manage Users > Edit User > Blocks Tab.	VARCHAR	3
Requester Job Category	The job category recorded in the purchase request requester's user record.	Admin > Manage Users > Edit User > General Information Tab > User Information Section The Alma label is Job Category.	Can be configured in Configuration Menu > User Management > User Details > Job Categories.	VARCHAR	255
Requester Job Description	The job description in the purchase request requester's user record.	Admin > Manage Users > Edit User > General Information Tab > User Information Section The Alma label is Job description.		VARCHAR	255
Requester Last Activity Date	The last activity date in the purchase request requester's user record. This refers to the last date that the requester made a request or borrowed or returned an item.	Admin > Manage Users > Edit User > General Information Tab > User Information Section The Alma label is Last Patron Activity Date.	This only displays if enabled at Configuration Menu > User Management > General > Record Last Patron Activity Date. For more information see Configuring Last Patron Activity Date.	DATE
Requester Last Name	The last name in the purchase request requester's user record.	Admin > Manage Users > Edit User > General Information Tab > User Information Section The Alma label is Last name.		VARCHAR	255
Requester Linked from Institution Code	In a fulfillment network, this is the ID of the external institution from which the user was copied.	Admin > Manage Users > Edit User > Right hand pane The Alma label is Owner.	Applies to linked user in a fulfillment network. See Managing Users for more information.	DOUBLE
Requester Linked from Institution Name	In a fulfillment network, this is the name of the external institution from which the user was copied.	Admin > Manage Users > Edit User > General Information Tab. It displays in the Not local section. The Alma label is Institution.	Appears only in very specific cases. Applies to linked user in a fulfillment network. See Managing Users for more information.	VARCHAR	255
Requester Linked From Other Institution	Indicates if the purchase request requester is linked from another institution.	Doesn't display in the UI.	Applies to the linked user (the user in the secondary institution - copied from the user in the source institution). Populated only if the user created a link from their institution to another institution via a fulfillment network. Possible values: yes no	DOUBLE
Requester Linked To Other Institution	Indicates if the user accessed Primo/Alma for services in another institution. Note that this does not necessarily indicate that the services were actually supplied or that a linked account was created.		Applies to the user in the source institution. Populated only if the user created a link from their institution to another institution via a fulfillment network. See Linking Users in Collaboration Networks for more information. Possible values: yes no	VARCHAR	10
Requester Middle Name	The middle name in the purchase request requester's user record.	Admin > Manage Users > Edit User > General Information Tab > User Information Section The Alma label is Middle Name.		VARCHAR	255
Requester Modification Date	The date of the last modification that is recorded in the purchase request requester's user record.	Admin > Manage Users > Edit User >i icon (Right hand pane) The Alma label is Last updated on.		DATE
Requester Modified By	The last person/system that modified the purchase request requester's user record.	Admin > Manage Users > Edit User >i icon (Right hand pane) The Alma label is Last updated by.		VARCHAR	255
Requester Patron Letters Opt In	The letters for which the purchase request requester has opted in. This is recorded in the purchase request requester's user record.	Does not display in the UI.	The user can view the list of letters that are selected (opt-in) at Admin > Manage Users > Edit User > General Information Tab > User Information Section > Selected Patron Letters. The Alma label is Selected Patron Letters.	VARCHAR	2000
Requester Patron Letters Opt Out	The letters for which the purchase request requester has opted out. This is recorded in the purchase request requester's user record.	Does not display in the UI.	The user can view the list of letters that are deselected (opt-out) at Admin > Manage Users > Edit User > General Information Tab > User Information Section > Selected Patron Letters. The Alma label is Selected Patron Letters.	VARCHAR	2000
Requester Preferred First Name	The preferred first name that is recorded in the purchase request requester's user record.	Admin > Manage Users > Edit User > General Information Tab > User Information Section The Alma label is Preferred first name.		VARCHAR	255
Requester Preferred Language	The preferred language that is recorded in the purchase request requester's user record.	Admin > Manage Users > Edit User > General Information Tab > User Information Section The Alma label is Preferred language.		VARCHAR	4000
Requester Preferred Last Name	The preferred last name in the purchase request requester's user record.	Admin > Manage Users > Edit User > General Information Tab > User Information Section The Alma label is Preferred last name.		VARCHAR	255
Requester Preferred Middle Name	The preferred middle name in the purchase request requester's user record.	Admin > Manage Users > Edit User > General Information Tab > User Information Section The Alma label is Preferred middle name.		VARCHAR	255
Requester Primary Identifier	The primary identifier in the purchase request requester's user record.	Admin > Manage Users > Edit User > General Information Tab > User Information Section The Alma label is Primary identifier.		VARCHAR	255
Requester Purge Date	The purge date recorded in the purchase request requester's user record.	Admin > Manage Users > Edit User > General Information Tab > User Information Section The Alma label is Purge date.	For more information see Purging Users.	DATE
Requester Resource Sharing Library	The name of the resource sharing library recorded in the purchase request requester's user record. This is the name of the library associated with the purchase request requester.	Admin > Manage Users > Edit User > General Information Tab > User Information Section > Resource Sharing Library The Alma label is Resource sharing library.	VARCHAR	4000
Requester Resource Sharing Library Code	The code associated with the resource sharing library recorded in the purchase request requester's user record.		Library codes can be viewed in the library configuration screen. Configuration > General > Add or Edit Library Information > Edit a library > Right hand information window. The Alma label is Code.	VARCHAR	4000
Requester Statistical Category 01-10	Statistical categories (01-10) that are recorded in the purchase request requester's user record.	Admin > Manage Users > Edit User > Statistics > Add Statistic	These fields, which must be configured, allow you to map add up to ten statistical categories to your user record. This allows you to filter reports based on advanced user information typically stored in the statistical category fields. For more information, see Configuring Statistical Categories for Analytics.	VARCHAR	4000
Requester Status	The status recorded in the purchase request requester's user record.	Admin > Manage Users > Edit User > General Information Tab > User Information Section The Alma label is Status.	The possible values are: Active Inactive For more information see the Find and Manage Users Page - Column Descriptions table in Managing Users.	VARCHAR	8
Requester Status Date	The last date when the Status field of the purchase request requester's user record was modified.	Admin > Manage Users > Edit User > General Information Tab > User Information Section The Alma label is Status Date.		DATE
Requester User Group	The user group in the purchase request requester's user record.	Admin > Manage Users > Edit User > General Information Tab > User Information Section The Alma label is User group.	User groups assigned to users can be configured by the institution. For more information see Configuring User Groups.	VARCHAR	4000
Requester User Group Code	The user group code associated with the user group name in the purchase request requester's user record.		For the full list of user groups codes and names see Configuration > Fulfillment > Patron Configuration > User Groups.	VARCHAR	255
Requester User ID	The Alma internal user ID in the purchase request requester's user record.	Not displayed in the UI.		VARCHAR	50
Requester User Record Type	The user record type in the purchase request requester's user record.	Admin > Manage Users > Edit User > Right hand pane The Alma label is Record type.	The possible values are: Staff Public See Managing Users for more information	VARCHAR	4000
Requester User Title	The user title in the purchase request requester's user record.	Admin > Manage Users > Edit User > General Information Tab > User Information Section The Alma label is Title.	For more information see Configuring User Titles.	VARCHAR	50
Requester User Type	The user type recorded in the purchase request requester's user record.	Admin > Manage Users > Edit User > Right hand pane The Alma label is Account type.	The possible values are: External Internal For more information see User Management.	CHAR	20

Reading List Citations

The Reading List Citations table is a dimension table that contains fields relating to reading list citations.

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

Rialto Request Details

The Rialto Request Details table is a dimension table that contains fields relating to Rialto.

Rialto Request Details
Field	Description	Additional Information
Fulfilled by Rialto	Orders that were placed with Rialto and were received/activated.
Rialto Cart Origin	The last touch point of an order before it was placed. This can indicate if it was found through search, selection plan, sent to a list, etc.	This field can be helpful if end users want to get a feel for how their staff are finding titles. However, since it is the last touch point, it is limited in scope. When the Rialto Cart Origin value is set to Market, it indicates that the purchase was created from a Market offering using the Create Purchase Request action.
Rialto EBA ID	A unique identifier for an EBA plan managed in Rialto.	This allows end users to focus on a specific EBA plan.
Rialto Fail Code	The code of a failed purchase.
Rialto License	The license selected by the user for an electronic purchase: Non Linear Lending Unlimited Access Single User Three User Concurrent Access
Rialto List ID	A unique identifier for user created offer lists within Rialto.
Rialto Order Status	The most recent order status sent from the Rialto order processing system.
Rialto Origin ID	The ID of the order origin if it is a list, feed, or selection plan.
Rialto Request Cancellation By	The user who requested to cancel an order.
Rialto SP ID	A unique identifier for selection plans in Rialto.	This allows end users to focus on a specific selection plan.
Rialto Template ID	A unique identifier for cart templates that were created in Rialto.
Rialto Transaction Type	The transaction type.	Possible values: FIRM_ORDER SELECTION_PLAN EBA

Rialto Selector

The Rialto Selector table is a dimension table that contains fields relating to Rialto selectors, who can browse for and purchase titles in the Rialto marketplace. For more information about Rialto selectors, see Rialto Selector Guide.

Rialto Selector
Field	Description	Field Location in Alma	Additional Information	Data Type	Data Size
Rialto Selector Birth Date	The birth date in the Rialto Selector's user record.	Admin > Manage Users > Edit User > General Information Tab > User Information section The Alma label is Birth date.		DATE
Rialto Selector Campus Code						The campus code in the Rialto Selector's user record.	Only Campus name is displayed in Alma.	The full list of campus codes and names can be found in Configuration > General > Libraries > Define Campuses.	VARCHAR	50
Rialto Selector Cataloger Level						The cataloger level in the Rialto Selector's user record.	Admin > Manage Users > Edit User > General Information Tab > User Information section The Alma label is Cataloger level.	For this to display in the UI, the Cataloger Permission Levels must be defined (in addition to the default level). See Cataloging Privileges for more information.	VARCHAR	255
Rialto Selector Creation Date	The creation date in the Rialto Selector's user record.	Admin > Manage Users > Edit User > i icon (Right hand pane) The Alma label is Created on.		DATE
Rialto Selector Creator	The user that created the Rialto Selector's user record.	Admin > Manage Users > Edit User > i icon (Right hand pane) The Alma label is Created by.		VARCHAR	255
Rialto Selector Disable All Login Restrictions	Indicates if the user has IP login restrictions disabled. This is recorded in the Rialto Selector's user record.	Admin > Manage Users > Edit User > General Information Tab > User Management Information section The Alma label is Disable all login restrictions.	This is a checkbox.	VARCHAR	3
Rialto Selector Expiry Date	The expiration date recorded in the Rialto Selector's user record.	Admin > Manage Users > Edit User > General Information Tab > User Information section The Alma label is Expiration date.	After expiration, the user cannot login.	DATE
Rialto Selector External ID	The external ID in the Rialto Selector's user record (in the case where the record was created by an external system).	--	For more information see Managing User Identifiers.	VARCHAR	255
Rialto Selector First Name	The first name in the Rialto Selector's user record.	Admin > Manage Users > Edit User > General Information Tab > User Information Section The Alma label is First name.		VARCHAR	255
Rialto Selector Full Name	The full name in the Rialto Selector's user record.	--	Concatenation of the last name + first name.	VARCHAR	511
Rialto Selector Gender (Not in Use)	The gender in the Rialto Selector's user record.	Admin > Manage Users > Edit User > General Information Tab > User Information Section The Alma label is Gender.	Can be configured in Configuration > User Management > User Details > Genders.	VARCHAR	4000
						Rialto Selector Has Role Other Than Patron	Indicates if the Rialto Selector has a role in addition to Patron.	--	The roles for the user can be viewed at Admin > Manage Users > Edit User > General Information Tab > User Roles section. This field checks whether there are any roles in addition to the Patron role that is added by default.	VARCHAR	3
						Rialto Selector Has Role Other Than Patron and Instructor	Indicates if the Rialto Selector has a role in addition to Patron and Instructor.	--	The roles for the user can be viewed at Admin > Manage Users > Edit User > General Information Tab > User Roles section. This field checks whether there are any roles in addition to the Patron role that is added by default.	VARCHAR	3
Rialto Selector Identifier 1-2	Two pre-configured user identifiers for the Rialto Selector.	--	Choosing a specific identifier to be included in the user details is done in Alma (in an internal table that is not exposed to the users). Users who need assistance in defining this field do so by contacting Ex Libris Support. Note that only only one value per identifier is supported.	VARCHAR	1000
Rialto Selector Is Blocked	Indicates if the Rialto Selector is blocked. This is recorded in the Rialto Selector's user record.	--	See Configuring User Blocks for more information. User blocks can be viewed in Admin > Manage Users > Edit User > Blocks Tab.	VARCHAR	3
Rialto Selector Job Category	The job category recorded in the Rialto Selector's user record.	Admin > Manage Users > Edit User > General Information Tab > User Information Section The Alma label is Job Category.	Can be configured in Configuration Menu > User Management > User Details > Job Categories.	VARCHAR	255
Rialto Selector Job Description	The job description in the Rialto Selector's user record.	Admin > Manage Users > Edit User > General Information Tab > User Information Section The Alma label is Job description.		VARCHAR	255
Rialto Selector Last Activity Date	The last activity date in the Rialto Selector's user record. This refers to the last date that the approver made a request or borrowed or returned an item.	Admin > Manage Users > Edit User > General Information Tab > User Information Section The Alma label is Last Patron Activity Date.	This only displays if enabled at Configuration Menu > User Management > General > Record Last Patron Activity Date. For more information see,Configuring Last Patron Activity Date.	DATE
Rialto Selector Last Name	The last name in the Rialto Selector's user record.	Admin > Manage Users > Edit User > General Information Tab > User Information Section The Alma label is Last name.		VARCHAR	255
Rialto Selector Line 1-5	Lines 1-5 of the user's address	--
Rialto Selector Linked From Institution Code	In a fulfillment network, this is the ID of the external institution from which the user was copied.	Admin > Manage Users > Edit User > Right hand pane The Alma label is Owner.
Rialto Selector Linked From Institution Name	In a fulfillment network, this is the name of the external institution from which the user was copied	Admin > Manage Users > Edit User > General Information Tab. It displays in the Not local section. The Alma label is Institution.
Rialto Selector Linked to Other Institution	Indicates if the Rialto Selector accessed Primo/Alma for services in another institution. Note that this does not necessarily indicate that the services were actually supplied or that a linked account was created.	--	Applies to the user in the source institution. Populated only if the user created a link from their institution to another institution via a fulfillment network. See Linking Users in Collaboration Networks for more information. Possible Values:Yes/No	VARCHAR	10
Rialto Selector Middle Name	The middle name in the Rialto Selector's user record.	Admin > Manage Users > Edit User > General Information Tab > User Information Section The Alma label is Middle Name.		VARCHAR	255
Rialto Selector Modification Date	The date of the last modification that is recorded in the Rialto Selector's user record.	Admin > Manage Users > Edit User > i icon (Right hand pane) The Alma label is Last updated on.		DATE
Rialto Selector Modified By	The last person/system that modified the Rialto Selector's user record.	Admin > Manage Users > Edit User > i icon (Right hand pane) The Alma label is Last updated by.		VARCHAR	255
Rialto Selector Patron Letters Opt In	The letters for which the Rialto Selector has opted in. This is recorded in the Rialto Selector's user record.	--	The user can view the list of letters that are selected (opt-in) at Admin > Manage Users > Edit User > General Information Tab > User Information Section > Selected Patron Letters.	VARCHAR	2000
Rialto Selector Patron Letters Opt Out	The letters for which the Rialto Selector has opted out. This is recorded in the Rialto Selector's user record.	--	The user can view the list of letters that are deselected (opt-out) at Admin > Manage Users > Edit User > General Information Tab > User Information Section > Selected Patron Letters. The Alma label isSelected Patron Letters.	VARCHAR	2000
Rialto Selector Preferred First Name	The preferred first name that is recorded in the Rialto Selector's user record.	Admin > Manage Users > Edit User > General Information Tab > User Information Section The Alma label is Preferred first name.		VARCHAR	255
Rialto Selector Preferred Language	The preferred language that is recorded in the Rialto Selector's user record.	Admin > Manage Users > Edit User > General Information Tab > User Information Section The Alma label is Preferred language.		VARCHAR	4000
Rialto Selector Preferred Last Name	The preferred last name in the Rialto Selector's user record.	Admin > Manage Users > Edit User > General Information Tab > User Information Section The Alma label is Preferred last name.		VARCHAR	255
Rialto Selector Preferred Middle Name	The preferred middle name in the Rialto Selector's user record.	Admin > Manage Users > Edit User > General Information Tab > User Information Section The Alma label is Preferred middle name.		VARCHAR	255
Rialto Selector Primary Identifier	The primary identifier in the Rialto Selector's user record.	Admin > Manage Users > Edit User > General Information Tab > User Information Section The Alma label is Primary identifier.		VARCHAR	4000
Rialto Selector Purge Date	The purge date recorded in the Rialto Selector's user record.	Admin > Manage Users > Edit User > General Information Tab > User Information Section The Alma label is Purge date.	For more information see Purging Users.	DATE
Rialto Selector Resource Sharing Library Code	The code associated with the resource sharing library recorded in the Rialto Selector's user record.	--	Library codes can be viewed in the library configuration screen. Configuration > General > Add or Edit Library Information > Edit a library > Right hand information window. The Alma label is Code.	VARCHAR	4000
Rialto Selector Resource Sharing Library Name	The resource sharing library name recorded in the Rialto Selector's user record. This is the name of the library associated with the Rialto Selector.	Admin > Manage Users > Edit User > General Information Tab > User Information Section > Resource Sharing Library The Alma label is Resource sharing library.		VARCHAR	4000
Rialto Selector Statistical Category 01-10	Statistical categories (1-10) that are recorded in the Rialto Selector's user record.	Admin > Manage Users > Edit User > Statistics > Add Statistic	These fields, which must be configured, allow you to map add up to ten statistical categories to your user record. This allows you to filter reports based on advanced user information typically stored in the statistical category fields. For more information, see Configuring Statistical Categories.	VARCHAR	4000
Rialto Selector Status	The status recorded in the Rialto Selector's user record.	Admin > Manage Users > Edit User > General Information Tab > User Information Section The Alma label is Status.	The possible values are: Active/Inactive For more information see the Find and Manage Users Page - Column Descriptions table in Managing Users.	VARCHAR	8
Rialto Selector Status Date	This is the last date when the Status field of the Rialto Selector's user record was modified.	Admin > Manage Users > Edit User > General Information Tab > User Information Section The Alma label is Status Date.		DATE
Rialto Selector User Email	The preferred email for correspondence that is recorded in the Rialto Selector's user record.	Admin > Manage Users > Edit User > General Information Tab > Contact Information Tab > Email Addresses section > Edit an email The Alma label is Email Address.	Note that even if there are multiple emails for the user, only the email marked as preferred will display in analytics.	VARCHAR	255
Rialto Selector User Group	The user group in the Rialto Selector's user record.	Admin > Manage Users > Edit User > General Information Tab > User Information Section The Alma label is User group.	User groups assigned to users can be configured by the institution. For more information see Configuring User Groups.	VARCHAR	4000
Rialto Selector User Group Code	The user group code associated with the user group name in the Rialto Selector's user record.	--	For the full list of user groups codes and names see Configuration > Fulfillment > Patron Configuration > User Groups.	VARCHAR	255
Rialto Selector User ID	The Alma internal user ID in the Rialto Selector's user record.	--		VARCHAR	50
Rialto Selector User Record Type	The user record type in the Rialto Selector's user record.	Admin > Manage Users > Edit User > Right hand pane The Alma label is Record type.	The possible values are:Staff/Public For more information, see Managing Users.	VARCHAR	4000
Rialto Selector User Title	The user title in the Rialto Selector's user record.	Admin > Manage Users > Edit User > General Information Tab > User Information Section The Alma label is Title.	For more information see, Configuring User Titles.	VARCHAR	50
Rialto Selector User Type	The user type recorded in the Rialto Selector's user record.	Admin > Manage Users > Edit User > Right hand pane The Alma label is Account type.	The possible values are: External/Internal For more information see Managing Users.	CHAR	20

Vendor

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

A content reuse widget was here but the content was missing. The reused content is Media_Repository/Alma/Analytics_Reused_Content/Vendor

Institution

A content reuse widget was here but the content was missing. The reused content is Media_Repository/Alma/Analytics_Reused_Content/Institution