Users

Create reports/dashboards for the Users area.

By using the Users area, the Design Analytics user is able to create reports/dashboards about users. The user is able to get the following details:

• A list of all the users that are assigned to specific roles
• A list of users that have blocks
• A list of users with their preferred address, phone, and email that have fines and fees
• The number of users there are in each user group or user type
• A list of users and the notes associated with them

Field Descriptions

The following are the fields available in Users.

User Measures

The User Measures table is a fact table that stores details about the number of users. The counts for these fields are derived from the User Details > Record Type field.

User Measures

Field	Description	Additional Information
Number of Users	The number of users
Number of Users (Contact)	The number of Contact Users
Number of Users (Public)	The number of Public users
Number of Users (Staff)	The number of Staff users

User Details

The User Details table is a dimension table that stores details about Staff and Public users. The primary key of the table is USER_ID.

Note that the User Details folder within the Users subject area cannot be used as a shared dimension. 

User Details

Field	Description	Additional information
Creation Date	Stores the date that the user was created in the system	See the field location in Alma in the image below.
Creator	Stores the user name of the user who created the user in the system	See the field location in Alma in the image below.
Modification Date	Stores the date of the modification of the user record	See the field location in Alma in the image below.
Modified By	Stores the name of the user who modified the user record	See the field location in Alma in the image below.
Birth Date	Stores the birth date of the user	See the field location in Alma in the image below.
Campus Code	Stores the campus code of the user	See the field location in Alma in the image below.
Cataloger Level	The cataloger level of the user
Disable All Login Restrictions	Indicates if the user has IP login restrictions disabled
Expiry Date	Stores the date on which the user is to expire and no longer be able to get service from the system	See the field location in Alma in the image below. Changing the user expiry date is one way to control item due dates that extend beyond the end of a semester and must be shortened to the end of the semester. For more information, see How to Make Items Have Due Dates at the End of the Semester.
External Id	Stores the ID of the user in the originating system
First Name	Stores the user's first name	See the field location in Alma in the image below.
Full Name	The user's first and last name	There is no option to include the middle name.
Gender (Not in Use)	Stores male or female	See the field location in Alma in the image below.
Has Role Other Than Patron	indicates if the patron has a role other than Patron
Has Role Other Than Patron and Instructor	Indicates if the patron has a role other than Patron and Instructor
Identifier 1	Stores identifier 1.	The identifier field allows you to enrich the user details exported to Analytics with additional identifiers. Choosing a specific identifier to be included in the user details is done in Alma (in a table that is currently restricted to Ex Libris staff). For assistance in defining this field, contact Ex Libris Support. Only one value per identifier is supported.
Identifier 2	Stores identifier 2. See details in "identifier 1" above.
Is Blocked	Indicates if the patron has an active block on the user record
Job Category	Stores the job category definition to which the user belongs based on the Job Categories code table	See the field location in Alma in the image below.
Job Description	Stores free-form text that describes the function of the user in the library	See the field location in Alma in the image below.
Last Activity Date	Stores the last activity date for specific activities in the Last Patron Activity field of the User Details Page: User places a request (of any type - hold, booking, digitization, acquisition, resource sharing) User borrows an item (including self-check loan) User returns an item (including self-check return) Loan renewal (except automatic renewal) User information is updated from Primo User logs into Alma/Primo
Last Name	Stores the user's last name	See the field location in Alma in the image below.
Linked From Institution Code	The code of the institution from which the user is linked
Linked From Institution Name	The name of the institution from which the user is linked
Linked From Other Institution	Indicates if the user is linked from another institution	Possible values: yes no
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.	Possible values: yes no
Middle Name	Stores the middle name of the user	See the field location in Alma in the image below.
Patron Letters Opt In	The letters for which the patron has opted in
Patron Letters Opt Out	The letters for which the patron has opted out
Preferred First Name	Stores the user's preferred first name	See Preferred first / middle / last names for more information.
Preferred Language	The preferred language
Preferred Last Name	Stores the user's preferred last name
Preferred Middle Name	Stores the user's preferred middle name
Primary identifier	Stores the primary identifier that the user uses in order to log on to Alma	See the field location in Alma in the image below.
Purge Date	Stores the date on which the user record is to be deleted from Alma	See the field location in Alma in the image below.
Resource Sharing Library	The resource sharing library assigned to the user.
Resource Sharing Library Code	The code of the resource sharing library assigned to the user.
Statistical Categories 01-10	These fields allow you to map ten statistical categories. This allows you to filter reports based on advanced user information typically stored in the statistical category fields. For more information, see Configuring Statistical Categories for Analytics.	No data will appear if statistical categories are scoped to specific libraries. (See Managing User Statistics). Data appears only when it is on the institutional level.
Status	Indicates if the user is active	See the field location in Alma in the image below.
Status Date	The date of the last status change of the user. The Status Date in the user record is updated when the status is updated manually. Additionally, the Status Date will be updated: If a User Record is updated by the Users Synchronize job. If a user record is updated by API it will also change the status date.	See the field location in Alma in the image below.
User Group	Stores the group with which the user is associated, such as Faculty, Graduate, or Student	See the field location in Alma in the image below.
User Group Code	The user group code
User ID	Stores a unique internal ID of the user
User Record Type	Indicates if the user is a Public, Staff, or Contact User	See the field location in Alma in the image below.
User Title	The title of the user
User Type	Stores the values Internal and External.	Internal - An internal user is one whose core user details are managed within the system, such as user name, password, contact information, and so forth. External - An external user is one whose core user details are managed by a student information system. See the field location in Alma in the image below.

Some of the fields of the User Details dimension are taken from the fields of the User Details page:

Preferred Contact Information

The Preferred Contact Information table is a dimension table that stores details about preferred contact information for staff and public users including:

Address

The Address table is a dimension table that stores all address details of users. This table includes all addresses including the preferred one.

Address

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

Phone Number

The Phone Number table is a dimension table that stores all the phone numbers of a user. This table includes all the phones numbers of a user including the preferred one.

Phone Number

Field	Description	Additional Information
Is Preferred SMS	Indicates if this is the preferred number for SMS purposes
Phone Number Type	Indicates the type of phone number such as home, mobile, office, fax, and so forth
Is Preferred Phone Number	Indicates if this is the preferred number for calling purposes
Phone Number	Stores the phone number
External ID	Stores the ID of the user in the originating system

Email

The email table is a dimension table that stores all email addresses that are part of a user's record. It includes the preferred email address.

Email

Field	Description	Additional Information
Email Type	Stores the email type: work, general, claim, etc.
Email	Stores the email address
Is Preferred	Indicates if this email address is the preferred one for contacting the user
Description	Stores the description of the email
External ID	Stores the ID of the user in the originating system

Identifier

The Identifier table is a dimension table that stores details of a user's different identifiers such as barcode, system ID, etc. See Managing User Identifiers.

Identifier

Field	Description	Additional Information
Identifier Status	Indicates whether the identifier is active or not
Identifier Type	Indicates the type of the identifier. See Viewing Additional User Identifier Types.
Identifier Value	Stores the identifier value
Identifier Note	Stores the note associated with the identifier
External ID	Stores the ID of the user in the originating system

Block

The Block table is a dimension table that stores detail of all blocks incurred by a user. Blocks are restrictions to a user's privileges that indicate that fines exceed limits, there are outstanding loans, repeated late book returns, etc.

Block

Field	Description	Additional Information
External ID	Stores the ID of the user in the originating system
Block Status	Indicates whether or not the block is active
Block ID	Stores the block description as chosen from the predefined User Block Definitions mapping table
Block Description	A description of the block.
Block Type	Stores the block type as defined in the predefined User Block Definitions mapping table
Block Note	Stores a note with additional details about a user's block
Block Expiration Date	The expiration date of the block
Block Expiration Date and Time	The expiration date and time of the block
Library Code	The code of the library
Library Description	The description of the library

Role

The Role table is a dimension table that stores details of all roles of the user. User roles define a user's functions and privileges. Users may be assigned multiple roles.

Role

Field	Description	Additional Information
Role Cant Edit Restricted User	Indicates if the user can edit restricted user groups
Role Status Date	Stores the date from which this role is active
Role Expiry Date	Stores the date after which this role is no longer active
Role Status	Indicates whether or not the role is active
Role Type	Stores the role that defines a set of permissions for functions that a user can perform in Alma
Role Scope	Stores the institution or a specific library in which the role privileges are granted
Role Scope Code	Stores the code of the scope in which the permissions are granted
Role Internal Note	Stores a note regarding the user's role
Role Product	Stores the specific Ex Libris product for which the role is assigned

Campus Details

The Campus table is a dimension table that stores the details of the user's campus.

Campus Details

Field	Description	Additional Information
Campus Name	Stores the name of the campus to which the user belongs
Campus Desc	Stores the description of the campus to which the user belongs
Campus Code	Stores the code of the campus to which the user belongs

Note

The Note table is a dimension table that stores details of all notes associated with a user. Notes, internal or otherwise, may be attached via the Notes tab. Depending on the note type (such as Address, Circulation, Library, Registrar, and so forth), these notes display in different parts of the system, usually in a fulfillment context.

Note

Field	Description	Additional Information
Note	The contents if the note
Note Type	Stores the type of the note taken from a predefined code table
Note External ID	Stores the content of the note regarding the External ID
Note User Viewable	Indicates if you want the user to be able to view the note
Library Code	The code of the library
Library Description	The description of the library

Proxy For

The Proxy For table is a dimension table that stores details about the users for whom the patron is a proxy.

Proxy For

Field	Description	Additional Information
Proxy For Primary Identifier	The primary identifier of the user for whom the patron is a proxy
Proxy For User First Name	The first name of the user for whom the patron is a proxy
Proxy For User Last Name	The last name of the user for whom the patron is a proxy
Proxy For User Email	The email of the user for whom the patron is a proxy
Proxy For User Type	The user type of the proxy	Possible Values: Fulfillment – relevant for Alma Users Circulation – relevant for Alma Users Research – relevant for Esploro Users This field is useful for owners of both Alma and Esploro to determine if the proxy displayed in a report is relevant for Alma (Circulation / Fulfillment) or Esploro (Researchers).

Statistics

The Statistics table is a dimension table that stores details of all statistic categories associated with a user. Each institution can create several different user statistical categories. This enables the institution to better classify the different patrons in its system. For more information, see Managing User Statistics.

The user administrator defines the different statistical categories.

Statistics

Field	Description	Additional Information
User ID	The ID of the user in Alma
Statistical Category	The description of the Statistical Category
Statistics Note	The content of the statistics note
Statistics External Id	The ID of the user in the originating system
Statistical Category Description	The description of the statistical category
Statistical Category Type	The description of the Category type taken from a predefined code table
Statistics Library Code	The owner code of the Statistical Category. For institutions, it is empty.
Statistics Library Name	The owner name of the Statistical Category. For institutions, it is empty.

Institution

Shared Dimensions with Other Subject Areas

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

Page tags: article:topicInstitutionStatisticscontent:Documentationlang:englishemailUser DetailsPreferred Contact InformationAddressPhone NumberidentifierBlockroleCampus DetailsNoteproduct:alma_specto