Fulfillment
Create reports and dashboards for the Item Loan area.
Using the Fulfillment subject area, the Design Analytics user may create reports and dashboards for the Item Loan area. The following are examples of business questions that can be answered with the Fulfillment subject area:
- How many items were loaned, returned, or lost per library?
- How many items were loaned between specific loan dates?
- How many items were loaned from a particular circulation desk?
- What is the due-date policy of the loaned items?
- How many items were loaned per classification?
For a video describing loans, returns and overdue dashboard, see Loans, Returns, and Overdue Dashboard.
- The Fulfillment subject area contains items for which there has been at least one loan. Items with no loans are not reportable in the Fulfillment subject area; they may be retrieved instead in the Physical Items subject area using a loan measure = 0.
- The measure and date fields in the Fulfillment subject area may not include migrated data, depending on the migrating system. However, the Loan measures never include migrated data.
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Any fulfillment transaction completed before the value of the Institution > Data updated as of field will be reflected in an Analytics report run after the value of the Institution > Data available as of field. For more information, see Introduction to Analytics and Terminology.
Field Descriptions
The following lists the fields available in Fulfillment.
Loan
The Loan fact table stores all the measures of a specific loan. The primary key is ITEM_LOAN_ID. The fields of this table include only loans that were done post-migration to Alma.
Report Creation Tips
- Filtering results using the In House Loan indicator
In house loans are used to monitor items that were used in the library, but not actually loaned. When a return is made on an item that was not loaned, an in-house loan is created for it.Some industry reports require that these loans be included in the loan count and others do not; therefore, use a filter to include or exclude these results from your loan count, as necessary.
The In-House Loan Indicator field is located in the Loan Details folder. - Distinguishing between self-check transactions and staff transactions
Although there is no specific field that indicates the difference between self-check transactions and staff transactions, you can distinguish between the two based on the fact that the Loaned By\Returned By name for self-check machines is None.
- Filter for returns:CASE WHEN "Returned By"."User Name" = 'None' THEN 'Self-Check Machines' ELSE 'Staff 'END
- Filter for loans:CASE WHEN "Loaned By"."User Name" = 'None' THEN 'Self-Check Machines' ELSE 'Staff ' ENDq2
- Filter for returns:
Guidelines for Using Filters Based on Loan and Renewal Dates
The easiest way to count the number of loans and number of renewals done in a certain time period is to create two separate reports. One report counts the number of loans based on the loan date. The other report counts the number of renewals based on the renewal date.
In the following example, the number of loans is filtered by loan year=2013:
The following appears:
In the following example, the number of renewals is filtered by renewal year=2013:
The following appears:
It is possible to create a single report showing the number of loans and renewals in a certain time period, each based on its relevant date; however, it requires some more complex AND/OR conditions in order to find the right population.
The following is an example of filtering all loans done in 2013 (using the Loans (In House) field) OR all renewals done in 2013. (You may need to run some tests when creating reports with slightly different filters to make sure you have the right population.)
The report appears as follows:
| Field | Description | Additional Information | Data Type |
|---|---|---|---|
| Num of Loans (In house + Not In House) | The sum of the in house loans and the not in house loans. | ||
| Num of Loans (In House) | The number of items that were used in the library, but not actually loaned | ||
| Num of Loans (Not In House) | The number of items that were actually loaned | ||
| Loans (Not In House) from Hold Request | The number of not in house loans that came from a hold request | ||
| Loans (Not In House) from Booking Request | The number of not in house loans that came from a booking request | ||
| Loans (Not In House) from Resource Sharing Borrowing Request | The number of not in house loans that came from a resource sharing borrowing request | ||
| Returns | Populated with 1 if the loan status is Complete; otherwise, it is populated with 0. | ||
| Recalls | The number of times the item was recalled | ||
| Renewals | The number of times the item was renewed |
This number includes both manual and via a self-check machine, but does not include auto-renewals. The Renewals can be combined in a report with fields from the "Renewal Date" folder to report on the number of renewals per time period. The Renewals can be combined in a report with fields from the "Renewal Date" folder to report on the number of renewals per time period. |
|
| Auto Renewals | The number of times the item was automatically renewed. | In Alma Analytics, Auto Renewals are not associated with a date and therefore combining Auto Renewals with fields from the "Renewal Date" folder is not supported. | |
| Lost | Populated with 1 if the item is lost and never located; otherwise, it is populated with 0. | ||
| Claimed Returns | Populated with 1 if the patron claims that the item was returned and the item was never located located; otherwise, it is populated with 0. | ||
| Reading Room at Shelf | The number of times the item was returned by the patron to the reading room. If the loan is not from the reading room, the value of this field is 0. | ||
| Reading Room at User | The number of times the item was loaned to the patron from the reading room. If the loan is not from the reading room, the value of this field is 0. | ||
| WB Change Backward | The number of times the workbench due date was changed to an earlier date by a circulation desk operator at the circulation desk | ||
| WB Change Forward | The number of times the workbench due date was changed to an later date by a circulation desk operator at the circulation desk | ||
| Bulk Change Backward | The number of times the item was changed to an earlier date as part of a bulk change | ||
| Bulk Change Forward | The number of times the item was changed to a later date as part of a bulk change | ||
| Loan Days | The number of days between the loan date and the return date | ||
| Return Due Days | The number of days between the return date and the due date | ||
| Return After Lost | The number of items returned with the Lost process status. | ||
| Number of Unique Titles | The number of unique titles (mms ids) with a Loan (post migration) | INT |
Loan Details
The Loan Details table is a dimension table that stores additional details regarding the loan. The primary key is ITEM_LOAN_ID.
| Field | Description | Additional Information |
|---|---|---|
| Author | The author of the loan | |
| Associated Course Code | The code of a course that was active during the time the item was loaned. The item belonged to a citation that was part of the reading list of the course. | |
| Associated Course Name | The name of a course that was active during the time the item was loaned. The item belonged to a citation that was part of the reading list of the course. | |
| Barcode | The barcode of the item that was loaned | This field is limited to 128 characters. |
| Call Number | The call number of the item that was loaned | |
| Courtesy Notification Sent | Indicates if a courtesy letter was sent to the patron concerning an overdue loan. | This field only contains data beginning from July 2018. |
| Description | The description of the loan | |
| Dewey Classification Top Line | The first 3 digits of the Dewey classification | |
| Due Date | The current due date as displayed in Alma | The new due date can differ from the original due date due to a recall or renewal. |
| Due Date Time | The time in the hours:minutes:seconds format of the new due date | |
| In House Loan Indicator | Y/N field that indicates if the loan is an in-house or a regular loan. Null means that it is not an in-house loan. | |
| In Temp Location at Time of Loan | Y/N field that indicates if the loan is a temporary location at the time of the loan | |
| Is Booking Loan | Indicates whether the loan was initiated by a booking request | |
| Is Hold Request Loan | Indicates if the loan was initiated by a hold request | |
| Is Resource Sharing Borrowing Request Loan | Indicates if the loan was initiated by a resource sharing borrowing request | |
| Item ID | The ID of the item that was loaned | |
| Item Loan ID | The unique ID of the loan for the item | This is useful to find a specific item loan. |
| LC Classification Code | The letters of the LC class number of the item that was loaned such as BF or QA | In the Fulfillment subject area, if there is more than one classification code in the bibliographic record, the last one appears. |
| LC Classification Number | The numbers that follow the classification letters until the first period that is followed by a letter | |
| LC Classification Top Line | The combined LC code and classification numbers until the first period followed by a letter such as NB933 when the lc_class_number is NB933.F44 | |
| Loan Date | The date of the loan | |
| Loan Note | The last note attached to the loan | This includes both manual free text additions by staff, as well as automatic notes added by Alma according to your configurations, such as for overridden blocks. |
| Loan Status | Indicates if the loan is active or has already been returned; also known as historical loan | Possible values:
|
| Loan Time | The time of the loan | |
| Loaned at Another Institution | Indicates if the item was loaned at an institution different than the one that owns the item | |
| Loaned at Institution Name | The name of the institution at which the item was loaned | |
| Loans - Linked From Institution Code | The code of the institution from which the user is linked | The information for this field comes from the loan record. Therefore, data is displayed even for institutions that anonymize their user records. |
| Loans - Linked From Institution Name | The name of the institution from which the user is linked | The information for this field comes from the loan record. Therefore, data is displayed even for institutions that anonymize their user records. |
| Loans - Linked From Other Institution | Indicates if the user is linked from another institution | The information for this field comes from the loan record. Therefore, data is displayed even for institutions that anonymize their user records. |
| Location Code | The location code of the loan | |
| Material Type | The material type of the loan | |
| MMS ID | The MMS ID of the loan | |
| New Due Date | The new due date of the loan | |
| New Due Time | The new due time of the loan | |
| Original Due Date | The original due date given to the loan | This field is populated only when the loan is "Recall". |
| Original Due Time | The time in the hours:minutes:seconds format for the original due date | |
| Patron Expiry Date | The date that the patron's user account expires in the library | For the date that the patron's user account expires in the institution, use Borrower Details > Expiry Date. |
| Process Status | Indicates the workflow status of the loan, based on the last activity of the loan | Possible values:
|
| Publication Year | The publication year of the loan | |
| Recall Date | The date on which the item was recalled | |
| Recall Time | The time in the hours:minutes:seconds format for the recall date | |
| Return Date | The return date of the loan | |
| Return Time | The return time of the loan | |
| Title | The title of the loan | |
| User ID Encryption | The Encryption ID of the User | This ID is used to obtain counts by user ID after the anonymization job is run, which deletes the Primary ID. |
Loan Policy
The Loan Policy table is a dimension table that displays the due date policy details as defined under Fulfillment > Fulfillment Configuration > Configuration Menu > Physical Fulfillment > Advanced Policy Configuration > Policy Type = due date.
| Field | Description | Additional Information |
|---|---|---|
| Measurement Value | Stores the number of days or weeks that are used to calculate the due date. |
Use this with the unit of measurement field. See the field location in the Advanced Policy Configuration screenshot below |
| Policy Name | Stores the name given to the policy | See the field location in the Advanced Policy Configuration screenshot below |
| Is Active | Indicates if the policy is currently active | |
| Definition Level | Indicates what level of the organization was used to define the policy, Library or Institution | See the field location in the Advanced Policy Configuration screenshot below |
| Policy Constant | Stored only if the due date is a constant value | See the field location in the Advanced Policy Configuration screenshot below |
| Policy Description | Stores the description given to the policy | |
| Policy Is Default Value | Indicates if this is the default policy used by the organization | See the field location in the Advanced Policy Configuration screenshot below |
| Policy Type | Since this dimension is only for policy with type "due date", this is the value for this field. | See the field location in the Advanced Policy Configuration screenshot below |
| Unit of Measurement | Stores the unit of measurement such as days or weeks | See the field location in the Advanced Policy Configuration screenshot below |
Loan Circulation Desk
The Loan Circulation Desk table is a dimension table that displays the details about the circulation desk from which the item was loaned.
Circulation desks are the place where items can be physically checked out or in and where circulation services are rendered. Each circulation desk is associated with a library and serves specific locations in that library
Using this dimension table, a user is able to drill down from the campus level to the library and to the loan circulation desk. Measures (loans or returns) are accumulated to the relevant level in the hierarchy.
| Field | Description | Additional Information |
|---|---|---|
| Campus Code | The code of the campus to which the circulation desk is connected. | |
| Campus Description | The description of the campus to which the circulation desk is connected. | |
| Campus Name | The name of the campus to which the circulation desk is connected. | |
| Circ Desk Code | The code of the circulation desk | |
| Circ Desk Desc | The description of the circulation desk | |
| Circ Desk Name | The name of the circulation desk | |
| Has Self Check | Indicates whether the circulation desk has a self-check machine | |
| Hold Shelf | Indicates whether the circulation desk has the ability to hold items for patron requests | |
| Hold Shelf Period | Indicates the amount of time an item is held on the shelf for a patron before being returned | |
| Hold Shelf Sort | The way items are physically stored on the shelf such as requester name, title, and date, for example. | |
| Library Code | The library code to which the circulation desk is connected | |
| Library Desc | The library description to which the circulation desk is connected | |
| Library Name | The library name to which the circulation desk is connected | |
| Payment Cash | Indicates whether the circulation desk accepts payments in cash | |
| Payment Credit Card | Indicates whether the circulation desk accepts payments by credit card | |
| Primary Indicator | Indicates whether the circulation desk is able to send/accept items that need to be transferred out of the library | |
| Print Receipt | Indicates whether the circulation desk prefers payment receipts to be printed automatically | |
| Reading Room Desk | Indicates whether the circulation desk is a desk in a reading room where items cannot be removed from the room | |
| Loaned at Institution Circulation Desk | The circulation desk at which the item was loaned at an institution that does not own the item | |
| Loan Circulation Desk | The is Hierarchy column that allows the user to drill down from the campus to the library to the loan circulation desk. This column provides the user with the option to view the accumulative measures in each level of the hierarchy. |
Renewal Circulation Desk
The Renewal Circulation Desk table is a dimension table that displays the details about the circulation desk at which the item was renewed.
| Field | Description | Additional Information |
|---|---|---|
| Renewal Campus Code | The code of the campus to which the circulation desk is connected. | |
| Renewal Campus Description | The description of the campus to which the circulation desk is connected. | |
| Renewal Campus Name | The name of the campus to which the circulation desk is connected. | |
| Renewal Circ Desk Code | The code of the circulation desk | |
| Renewal Circ Desk Desc | The description of the circulation desk | |
| Renewal Circ Desk Name | The name of the circulation desk | |
| Renewal Has Self Check | Indicates whether the circulation desk has a self-check machine | |
| Renewal Hold Shelf | Indicates whether the circulation desk has the ability to hold items for patron requests | |
| Renewal Hold Shelf Period | Indicates the amount of time an item is held on the shelf for a patron before being returned | |
| Renewal Hold Shelf Sort | The way items are physically stored on the shelf such as requester name, title, and date, for example. | |
| Renewal Library Code | The library code to which the circulation desk is connected | |
| Renewal Library Desc | The library description to which the circulation desk is connected | |
| Renewal Library Name | The library name to which the circulation desk is connected | |
| Renewal Payment Cash | Indicates whether the circulation desk accepts payments in cash | |
| Renewal Payment Credit Card | Indicates whether the circulation desk accepts payments by credit card | |
| Renewal Primary Indicator | Indicates whether the circulation desk is able to send/accept items that need to be transferred out of the library | |
| Renewal Print Receipt | Indicates whether the circulation desk prefers payment receipts to be printed automatically | |
| Renewal Reading Room Desk | Indicates whether the circulation desk is a desk in a reading room where items cannot be removed from the room | |
| Renewal Loan Circulation Desk | The is Hierarchy column that allows the user to drill down from the campus to the library to the loan circulation desk. This column provides the user with the option to view the accumulative measures in each level of the hierarchy. |
Return Circulation Desk
The Return Circulation Desk table is a dimension table that displays the details about the circulation desk to which the item was returned.
| Field | Description | Additional Information |
|---|---|---|
| Campus Code | The code of the campus to which the circulation desk is connected. | |
| Campus Description | The description of the campus to which the circulation desk is connected. | |
| Campus Name | The name of the campus to which the circulation desk is connected. | |
| Circ Desk Code | The code of the circulation desk | |
| Circ Desk Desc | The description of the circulation desk | |
| Circ Desk Name | The name of the circulation desk | |
| Has Self Check | Indicates whether the circulation desk has a self-check machine | |
| Hold Shelf | Indicates whether the circulation desk has the ability to hold items for patron requests | |
| Hold Shelf Period | Indicates the amount of time an item is held on the shelf for a patron before being returned | |
| Hold Shelf Sort | The way items are physically stored on the shelf such as requester name, title, and date, for example. | |
| Library Code | The library code to which the circulation desk is connected | |
| Library Desc | The library description to which the circulation desk is connected | |
| Library Name | The library name to which the circulation desk is connected | |
| Payment Cash | Indicates whether the circulation desk accepts payments in cash | |
| Payment Credit Card | Indicates whether the circulation desk accepts payments by credit card | |
| Primary Indicator | Indicates whether the circulation desk is able to send/accept items that need to be transferred out of the library | |
| Print Receipt | Indicates whether the circulation desk prefers payment receipts to be printed automatically | |
| Reading Room Desk | Indicates whether the circulation desk is a desk in a reading room where items cannot be removed from the room | |
| Return Circulation Desk | The is Hierarchy column that allows the user to drill down from the campus to the library to the return circulation desk. This column provides the user with the option to view the accumulative measures in each level of the hierarchy. |
Loan Date
The Loan Date table is a dimension table that displays the details about the item's loan date (month, year, and quarter). Using this dimension table, a user is able to drill down from the year to the month and to the specific date that the item was loaned. Measures (loans or returns) are accumulated to the relevant level in the hierarchy.
| Field | Description | Additional Information | Data Type | Data Size |
|---|---|---|---|---|
| Loan Date | The date on which the item was loaned | The date in the format DD/MM/YYYY | DATE | |
| Loan Start of Week | The date of the first business day of the week | The date in the format DD/MM/YYYY | DATE | |
| Loan Week Number | The number of the week of the year | There are 52 weeks in a year. | VARCHAR | 2 |
| Loan 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 | |
| Loan Month | The month of the date in text format | The month, for example, "February" | VARCHAR | 20 |
| Loan Full Month | The year and month that the loan was modified | The month in text format and the year. For example - Feb 25 (for February 2025) | VARCHAR | 20 |
| Loan Quarter | The quarter in the year in which the loan was modified | The quarter of the date in a display format such as Q1 | VARCHAR | 20 |
| Loan Year | The year in which the loan was modified | The year of the date in the format YYYY . For example - 2025 | VARCHAR | 20 |
| Loan Year-Month | The year and the month in which the loan was modified | The year and the month in the format YYYY-MM | VARCHAR | 250 |
| Loan 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 | |
| Loan 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 |
| Loan Time | The time the loan was made | The time in the format of HH:MM:SS | VARCHAR | 10 |
| Loan Hour | The hour the loan was made |
The hour in 24-hour format. For example, 21 represents 9 PM. |
VARCHAR | 10 |
| Loan Date Filter | Used to filter report results by date | Possible values:
|
VARCHAR | 100 |
| Loan 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. |
Due Date
The Due Date table is a dimension table that displays the details about the item's due date such as month, year, or quarter. The key fields can be used when calculations are required, and the description fields can be used for formatting the display of the report.
| Field | Description | Additional Information | Data Type | Data Size |
|---|---|---|---|---|
| Due Date | The date by which the borrowed item must be returned | The date in the format DD/MM/YYYY | DATE | |
| Due Start of Week | The date of the first business day of the week | The date in the format DD/MM/YYYY | DATE | |
| Due Week Number | The number of the week of the year | There are 52 weeks in a year. | VARCHAR | 2 |
| Due 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 | |
| Due Month | The month of the date in text format | The month, for example, "February" | VARCHAR | 20 |
| Due Full Month | The year and month that the due date was modified | The month in text format and the year. For example - Feb 25 (for February 2025) | VARCHAR | 20 |
| Due Quarter | The quarter in the year in which the due date was modified | The quarter of the date in a display format such as Q1 | VARCHAR | 20 |
| Due Year | The year in which the due date was modified | The year of the date in the format YYYY . For example - 2025 | VARCHAR | 20 |
| Due Year-Month | The year and the month in which the due date was modified | The year and the month in the format YYYY-MM | VARCHAR | 250 |
| Due 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 | |
| Due 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 |
| Due Time | The time the loan is due | The time in the format of HH:MM:SS | VARCHAR | 10 |
| Due Date Filter | Used to filter report results by date | Possible values:
|
VARCHAR | 100 |
| Due 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. |
Return Date
The Return Date table is a dimension table that displays the details about the item's return date such as month, year, and quarter. The key fields can be used when calculations are required, and the description fields can be used for formatting the report display.
| Field | Description | Additional Information | Data Type | Data Size |
|---|---|---|---|---|
| Return Date | The date on which the borrowed item was returned | The date in the format DD/MM/YYYY | DATE | |
| Return Start of Week | The date of the first business day of the week | The date in the format DD/MM/YYYY | DATE | |
| Return Week Number | The number of the week of the year | There are 52 weeks in a year. | VARCHAR | 2 |
| Return 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 | |
| Return Month | The month of the date in text format | The month, for example, "February" | VARCHAR | 20 |
| Return Full Month | The year and month that the return date was modified | The month in text format and the year. For example - Feb 25 (for February 2025) | VARCHAR | 20 |
| Return Quarter | The quarter in the year in which the return date was modified | The quarter of the date in a display format such as Q1 | VARCHAR | 20 |
| Return Year | The year in which the return date was modified | The year of the date in the format YYYY . For example - 2025 | VARCHAR | 20 |
| Return Year-Month | The year and the month in which the return date was modified | The year and the month in the format YYYY-MM | VARCHAR | 250 |
| Return 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 | |
| Return 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 |
| Return Time | The time the loan was returned | The time in the format of HH:MM:SS | VARCHAR | 10 |
| Return Date Filter | Used to filter report results by date | Possible values:
|
VARCHAR | 100 |
| Return 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. |
Renewal Date
The Renewal Date table is a dimension table that stores all measures relating to the renewal date of loans. The primary key is DATE_KEY.
| Field | Description | Additional Information | Data Type | Data Size |
|---|---|---|---|---|
| Renewal Date | The date on which the loan was renewed | The date in the format DD/MM/YYYY | DATE | |
| Renewal Start of Week | The date of the first business day of the week | The date in the format DD/MM/YYYY | DATE | |
| Renewal Week Number | The number of the week of the year | There are 52 weeks in a year. | VARCHAR | 2 |
| Renewal 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 | |
| Renewal Month | The month of the date in text format | The month, for example, "February" | VARCHAR | 20 |
| Renewal Full Month | The year and month that the renewal date was modified | The month in text format and the year. For example - Feb 25 (for February 2025) | VARCHAR | 20 |
| Renewal Quarter | The quarter in the year in which the renewal date was modified | The quarter of the date in a display format such as Q1 | VARCHAR | 20 |
| Renewal Year | The year in which the renewal date was modified | The year of the date in the format YYYY . For example - 2025 | VARCHAR | 20 |
| Renewal Year-Month | The year and the month in which the renewal date was modified | The year and the month in the format YYYY-MM | VARCHAR | 250 |
| Renewal 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 | |
| Renewal 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 |
| Renewal Date Filter | Used to filter report results by date | Possible values:
|
VARCHAR | 100 |
LC Classifications
Each book has a call number that consists of letters, whole numbers, and sometimes a decimal number. Each call number is arranged into, at least, two lines. The first line is referred to as the top line. The second line always begins directly after the cutter symbol. A cutter symbol is a period followed by a letter.
The field descriptions can be found in the LC Classifications shared dimension.
The Library of Congress Classification (LCC) is displayed in Analytics in the LC Classification shared dimension, available in several subject areas. LC classification information is derived from the bibliographic record in most subject areas, except for the Physical Items subject area, where it can be derived from either the holdings record or the bibliographic record.
From the Bibliographic Record:
-
For MARC21
Taken from field 050$$a. If 050$a has no content, 090$a is used.
-
For UNIMARC
Taken from field 680$$a
There are five levels of the LC Classification stored in Alma Analytics. Each level is referred to by a numbered group (Group1, Group2, Group3, Group4 and Group5).
Using the hierarchy option in this dimension, the user can drill down from Group1 to Group4. In each level, the user can see measures accumulated to the relevant group.
For example:
-
SF1-1100 Animal culture
-
SF87 Acclimatization
-
... .
-
SF191-275 Cattle
-
SF250.5-275 Dairy processing. Dairy products
-
SF221-250 Dairying
-
-
This is presented in Alma Analytics as follows:
If there is more than one classification code, the last one appears.
Ex Libris works with content providers worldwide to enrich the metadata available in the Alma Community Zone. To enrich the journal/serial content in the CZ, we work directly with the Library of Congress CONSER feed for electronic serials, which we match against our knowledge base to enrich with all of the relevant metadata fields that they supply (for more details, see Community Zone Serial Records Enrichment). We receive weekly updates from CONSER and enrich the CZ records with all relevant metadata, including the 050 fields (when available). In the case of book content, we work with multiple providers who are willing to share their metadata with the Alma community globally (for more details, see Community Zone Monograph Records Enrichment). If you have local access to these classifications, you may want to consider working with the local extension for these records whenever an update is not available. (For more details, see Working with Local Extension Fields for Community Zone-linked Records)
| Field | Description | Data Type | Data Size |
|---|---|---|---|
| Group1 | Group1 is the name given for the first level of the LC Classification and is the primary division used to organize and group related topics, subjects, or materials. | VARCHAR | 500 |
| Group2 | Group2 is the name given for the second level of classification. | VARCHAR | 500 |
| Group3 | Group3 is the name given for the third level of classification. | VARCHAR | 500 |
| Group4 | Group4 is the name given for the fourth level of classification. | VARCHAR | 500 |
| Group5 | Group5 is the name given for the fifth level of classification. | VARCHAR | 500 |
| Start Range |
Start Range refers to the beginning point of a designated range within a classification system. The Start Range indicates the initial classification number or identifier within a specified range that encompasses a set of related subjects, topics, or materials. For example, in PS501-689 (Collections of American literature), the start range is PS501. Possible start range values are hard coded to the beginning of LC Classification groups. |
VARCHAR | 50 |
| End Range |
End Range refers to the concluding point of a designated range within a classification system. The End Range specifies the final classification number or identifier within a defined range that encompasses a set of related subjects, topics, or materials. For example, in PS501-689 (Collections of American literature), the end range is PS689. Possible end range values are hard coded to the end of LC Classification groups. |
VARCHAR | 50 |
| Classification Code |
Classification Code refers to a unique alphanumeric identifier assigned to a specific subject or topic category within the library's classification system. The Classification Code is composed of letters and numbers that represent various facets of a work, such as its subject, genre, or format. For example, in the LC classification "PN1997.2.D56," the "PN" portion represents the general subject area (Performing Arts), and the "1997.2.D56" further refines the classification to a specific work or aspect within that category. |
VARCHAR | 50 |
| Start Range Number | The numbers that come after the letter(s) in the start range. | DOUBLE | |
| End Range Number | The numbers that come after the letter(s) in the end range. | DOUBLE | |
| Classifications | The Hierarchy column that enables the user to drill down from the first level of the classification to the fourth level. Using this column provides the user with the option to view the accumulative measures. Note that the fifth level is not included in this field. | Hierarchy |
For a Knowledge Article related to LC Classifications, see Analytics LC Classification code shows Unknown even though a call number is present in Alma.
Dewey Classifications
Books can be classified with Dewey Classifications.
In Dewey Classifications, topics are ordered in a hierarchy that is indicated by a three digit number. The highest level of the hierarchy is indicated by a number with one significant digit followed by two zeros, such as 600. The second level in the hierarchy is indicated by a number with two significant digits followed by one zero, such as 630. The third level in the hierarchy is indicated by a number with three significant digits such as 636.
The field descriptions can be found in the Dewey Classifications shared dimension.
The Dewey Classification is displayed in Analytics in the Dewey Classifications shared dimension, available in several subject areas. Dewey classification information is derived from the bibliographic record in most subject areas, except for the Physical Items subject area, where it can be derived from either the holdings record or the bibliographic record.
From the Bibliographic Record:
-
For MARC21
Take from field 082$$a
-
For UNIMARC
Taken from field 676$$
There are three levels of the Dewey Classification stored in Alma Analytics. Each level is referred to by a numbered group (Group1, Group2, and Group3).
Using the hierarchy option in this dimension, the user can drill down from Group1 to Group3. In each level, the user can see measures accumulated to the relevant group.
For example:
-
000 Computer science, information & general works
-
010 Bibliography
-
000 Computer science, information & systems
-
005 Computer programming, programs & data
-
000 Computer science
-
004 Data processing & computer sciences
-
-
This is presented in Alma Analytics as follows:
If there is more than one classification code, the last one appears.
| Field | Description | Data Type | Data Size |
|---|---|---|---|
| Group1 | The name (label) of the first Dewey classification level. | VARCHAR | 500 |
| Group2 | The name (label) of the second Dewey classification level. | VARCHAR | 500 |
| Group3 | The name (label) of the third Dewey classification level. | VARCHAR | 500 |
| Dewey Number |
The Dewey Number is a unique classification code assigned to a specific subject or topic category. The first 3 digits of the Dewey Classification. |
VARCHAR | 15 |
| Dewey Classifications | The hierarchy column that allows the user to drill down from the first level of the Dewey Classification to the third level. |
Other Classifications
The Other Classifications table is a dimension table that contains fields for classification systems other than LC and Dewey. Like LC and Dewey classifications, you can drill down to different levels, or groups. At each level, the measures associated with the selected group are displayed.
| Field | Description | Additional Information | Mapping from MARC 21 | Data Type | Data Size |
|---|---|---|---|---|---|
| Chinese Classifications | |||||
| Classification Code | The Chinese classification code. | If the code is not found or in an incorrect format Unknown is displayed. | The 090 $a and 093 $a fields in the MARC record. (For CNMARC, the 690 $a field.) | VARCHAR | 50 |
| Group 1-7 (Chinese) | The name of the levels of classification in Chinese. | The group name in Chinese as defined by the National Library of China. | VARCHAR | 500 | |
| Group 1-7 (English) | The names of the levels of classification in English. | The group name in English as defined by the National Library of China. | VARCHAR | 500 | |
| Chinese Classifications (Taiwan) | |||||
| Classification Code | The Chinese (Taiwan) classification code. | If the code is not found or in an incorrect format Unknown is displayed. | When the OTHER_CLASS_SCHEME value in the MARC 084 $2 field is ncsclt the classification code value is taken from the MARC 084 $a field. | VARCHAR | 10 |
| Group 1-3 (Chinese-Taiwan) | The name of the levels of classification in Chinese-Taiwan. | The group name in Chinese as defined by the National Central Library of Taiwan. | VARCHAR | 250 | |
| Group 1-3 (English) | The names of the levels of classification in English. | The group name in English as defined by the National Central Library of Taiwan. | VARCHAR | 250 | |
| NLM Classifications | |||||
| Has W1 | Indicates that the 060 field of the bibliographic record has a value containing the W1 code. This indicates that the item is a journal. A second value in the 060 field is the subject classification code that appears for the NLM Classification Code analytics field. | ||||
| NLM Classification Code | The letters at the beginning of the NLM classification code entered in the MARC field. |
|
Taken from the 060 $a field or, if empty, from the 096 $a field of the MARC record. | VARCHAR | 250 |
| NLM Classification Number | The numbers that come after the letters of the NLM classification code. | Taken from the 060 $a field or, if empty, from the 096 $a field of the MARC record. | VARCHAR | 50 | |
| NLM Group 1-5 | The names of the levels of classification. | The group name as defined by NLM. | VARCHAR | 4000 | |
| NLM Geographic Classifications | |||||
| NLM Geographic Code | The code of the geographic location, used for various purposes by NLM. | Taken from the 060 $a field . | VARCHAR | 50 | |
| NLM Geographic Name | The name of the geographic location, used for various purposes by NLM. | The Geographic Name from NLM that corresponds to the Geographic Code. | VARCHAR | 255 | |
| U.S. SuDoc Classifications | |||||
| U.S. SuDoc Classification Code | The letters at the beginning of the classification code entered in the MARC field. |
|
When the first indicator is 0, this is taken from the 086 $a field in the MARC record. | VARCHAR | 250 |
| U.S. SuDoc Classification Number | The characters (usually numbers) that come after the letters in the SuDoc Classification code entered in the MARC field. | When the first indicator is 0, this is taken from the 086 $a field in the MARC record. | VARCHAR | 50 | |
| U.S. SuDoc Agency | The name of the top level (parent) U.S. government agency. | Unlike other classification systems, the SuDoc system groups publications together by the publishing agency, that is, a U.S. government agency. | The agency name that matches the classification code, as defined by SuDoc. | VARCHAR | 4000 |
| U.S. SuDoc SubAgency | The name of subordinate bureau or division of the parent U.S. agency. |
A subagency is displayed if a publication is published by a subordinate bureau or division within a parent agency. If the top level agency is the publishing agency, then that agency is also listed as the subagency. |
The subagency name that matches the classification number, as defined by SuDoc. | VARCHAR | 4000 |
| U.S. SuDoc Title | Title designates either a specific publication title or category of the publication. | The title that matches the classification number, as defined by SuDoc. | VARCHAR | 4000 | |
Item Location at Time of Loan
The Item Location table is a dimension table that displays the details about the shelving location of the item on loan. The primary key of the table is LIBRARYID and LOCATION_CODE.
| Field | Description | Additional Information |
|---|---|---|
| Campus Code | Stores the code of the campus where the physical item is located. | This value is calculated through the library campus. |
| Campus Name | Stores the description of the campus. | This value is calculated through the library campus. |
| Campus Description | Stores the name of the campus. | This value is calculated through the library campus. |
| Library Address Line 1 | The first line of the address of the institution. It usually includes the building number and the street name. |
Configured from 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. |
| Library City | The city of the library. |
Configured from 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. |
| Library Code | Stores the library code to which the location of the physical item belongs. | It is recommended to use the Library Code field of the Library Unit dimension instead of this one. |
| Library Code (Active) | The code of active (not deleted) libraries | The same as Library Code without deleted libraries. Configuration > General > Libraries > Add a Library or Edit Library Information > Libraries tab > Path [the text after the period] |
| 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 is Country. |
| Library Name | Stores the library name to which the location of the physical item belongs. | It is recommended to use the Library Name field of the Library Unit dimension instead of this one. |
| Library Name (Active) | The library name of active (not deleted) libraries. | The same as Library Name without deleted libraries. |
| Library Description | Stores the library description to which the location of the physical item belongs. | |
| Library Postal Code | The postal code of the library. |
Configured from 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. |
| Library State Province | The state or province of the library. |
Configured from 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. |
| Location Code | Stores the code of the location of the physical item. | |
| Location Name | Stores the name of the location of the physical item. | |
| Location Type | Stores the type of the location of the physical item, whether it is open stack or closed stack. | |
| Call Number Type | Stores the call number type used by the location of the physical item. | |
| External Name | Stores the name to be displayed to patrons for the location of the physical item. | |
| Remote Storage Code | Points to a remote storage location where the physical items are stored, if one exists. | |
| Location | Stores the Hierarchy column that allows the user to drill down from the campus to the library and then to the location of the physical item. | This column provides the user with the option to have the user view the accumulative measures (num_of_items) in each level of the hierarchy. |
Bibliographic Details
The Bibliographic Details table is a dimension table that displays the bibliographic details about the items at the time of the loan.
The field descriptions can be found in the Bibliographic Details shared dimension.
Ex Libris works with content providers worldwide to enrich the metadata available in the Alma Community Zone. To enrich the journal/serial content in the CZ, we work directly with the Library of Congress CONSER feed for electronic serials, which we match against our knowledge base to enrich with all of the relevant metadata fields that they supply (for more details, see Community Zone Serial Records Enrichment) and enrich the CZ records with all relevant metadata, including the 050 fields (when available). In the case of book content, we work with multiple providers who are willing to share their metadata with the Alma community globally (for more details, see Community Zone Monograph Records Enrichment). If you have local access to these classifications, you may want to consider working with the local extension for these records whenever an update is not available. (For more details, see Working with Local Extension Fields for Community Zone-linked Records.)
The Bibliographic Details table contains two kinds of fields, those derived from the MARC record and those that come from Alma. Although in analytics there is no distinction made between these fields, for explanatory purposes we have divided them into two tables below.
The Bibliographic Details table includes all bibliographic records in the catalog whether they have inventory or not.
| Field | Note | Mapping from MARC21 | Mapping from UNIMARC | Mapping from Dublin Core | Data Type | Data Size |
|---|---|---|---|---|---|---|
| Action Note | A note that contains information about the retention and the retention reason of the bibliographic record. | 583 | Not relevant | Not relevant | VARCHAR | VARCHAR |
| Author | The term Author refers to the individual or group of individuals responsible for creating or producing the work being documented. The author is the primary contributor to the work, and their name is typically listed prominently in the bibliographic record to identify the originator of the content. Depending on the type of work and the citation style, the author's name may be followed by additional information such as their credentials, institutional affiliation, and the date of publication. | 100,110,111 | 700,701,710,711 | Currently empty, planned to come from dc:creator, dcterms:creators | VARCHAR | 4000 |
| Author (Contributor) | The Author (Contributor) role refers to the specific role or function played by an individual or group in the creation or production of a work. This role is important for cataloging and documenting the contributions of different individuals or entities to a particular resource. The Author (Contributor) role is a way to categorize and describe the responsibilities of contributors beyond just being the primary author. |
711 a,c-e,i,j,n,q,u and its 880 700 a-e,j,q,u and its 880 710 a-e,i,n,u and its 880 |
700 a-d,f,p 701 a-d,f,p 710 a-h,p 711 a-h,p 720 a,f" 721 a,f 702 a-d,f,g 712 a-h,p 722 a,f |
Currently empty, planned to come from dc:contributor, dcterms:contributor | VARCHAR | VARCHAR |
| Begin Publication Date | The Begin Publication Date refers to the earliest date associated with the publication or release of a particular work. It is a critical piece of information that helps users understand when the work was first made available to the public. The publication date can be essential for citing the work correctly, tracking its historical context, and assessing its relevance to specific time periods. | 008 pos. 07-10 | 100.Date1 | Not relevant for Dublin Core | VARCHAR | 255 |
| BIB 008 MARC | The contents of the MARC 008 bibliographic field. The BIB 008 field in a MARC bibliographic record is a fixed-length data element used to provide additional information about the bibliographic record itself. It contains various control information that helps catalogers and library systems manage and process the record. | 008 | Not relevant for Dublin Core | VARCHAR | 50 | |
| BIB LDR MARC | The BIB LDR refers to the Leader field (LDR) within the bibliographic record. The Leader is a fixed-length data element that provides control information about the bibliographic record itself. It is a critical component of MARC records, and each position within the Leader serves a specific purpose. The Leader field is typically 24 characters in length. The Leader field is used to convey fundamental information about the structure, organization, and characteristics of the bibliographic record. | LDR | Not relevant for Dublin Core | VARCHAR | 50 | |
| Bibliographic Acquisition Accession Number Note | The identification code assigned to materials acquired in a single and separate transfer of custody. | 541 e | Not relevant for Dublin Core | VARCHAR | 255 | |
| Bibliographic ID | A Bibliographic ID is a unique identifier assigned to a specific bibliographic entry or resource. It serves as a way to distinguish and locate a particular work within a library's catalog or database. The purpose of a bibliographic ID is to facilitate efficient retrieval and management of bibliographic records and to ensure that each record is distinct. | 010 excluding numeric subfields | 020 a | dcterms:identifier dcterms:ISBN, dcterms:identifier dcterms:ISSN | VARCHAR | 255 |
| Bibliographic Level | The Bibliographic Level is a classification that describes the scope and content of a bibliographic record. It helps users understand the nature of the resource being described in the record. The bibliographic level is often indicated using a one-letter code or abbreviation. Common bibliographic levels include: Monograph (m), Serial (s), Collection (c), Integration (i), Monographic Series (a), and so forth. | Position 7 of the LDR field of the bibliographic record | Position 7 of the LDR field of the bibliographic record | Not relevant for Dublin Core | VARCHAR | 255 |
| Bibliographic Source of Acquisition Note | The name of the people or organization that is the source of the material. | 541 a | Not relevant for Dublin Core | VARCHAR | 255 | |
| Category of Material | The Category of Material is a classification or designation that describes the format or physical nature of the material being cataloged. It helps users and catalogers understand the medium in which a resource is presented. | Position 0 of the 007 field | 200 b | Not relevant for Dublin Core | VARCHAR | 255 |
| DC Coverage | DC Coverage refers to an element used to provide information about the spatial or temporal topic of the resource, spatial applicability of the resource, or jurisdiction under which the resource is relevant. | Relevant only for Dublin Core | Relevant only for Dublin Core | dc:coverage dcterms:coverage dcterms:spatial dcterms:temporal | VARCHAR | |
| DC Description | DC Description refers to Dublin Core (DC) metadata elements used to describe resources in a standardized way, particularly in digital libraries and online cataloging systems. | Relevant only for Dublin Core | Relevant only for Dublin Core | dc:description dcterms:description dcterms:abstract | VARCHAR | 4000 |
| DC Format | The file format, physical medium, or dimensions of the resource. The information in this field is entered as free text. | Relevant only for Dublin Core | Relevant only for Dublin Core | dc:format dcterms:format | VARCHAR | 256 |
| DC License | DC License is a Dublin Core element used to specify the terms and conditions associated with the use of a resource. It provides information about the licensing or copyright status of a digital or physical resource, allowing users to understand how they can legally use, share, or redistribute the resource. The DC License element is particularly important in digital libraries, repositories, and online cataloging systems where access to digital content is provided. | Relevant only for Dublin Core | Relevant only for Dublin Core | It will be populated by dcterms:license | VARCHAR | 4000 |
| DC Provenance | DC Provenance refers to an element used to provide a statement of any changes in ownership and custody of the resource since its creation that are significant for its authenticity, integrity, and interpretation | Relevant only for Dublin Core | Relevant only for Dublin Core | dcterms:provenance | VARCHAR | 4000 |
| DC Relation | DC Relation refers to an element used to provide information about a related resource to the described resource. | Relevant only for Dublin Core | Relevant only for Dublin Core | dc:relation dcterms:relation dcterms:isVersionOf dcterms:hasVersion dcterms:isReplacedBy dcterms:replaces dcterms:isRequiredBy dcterms:requires dcterms:isPartOf dcterms:hasPart dcterms:isReferencedBy dcterms:references dcterms:isFormatOf dcterms:hasFormat dcterms:conformsTo | VARCHAR | 4000 |
| DC Rights | DC Rights refers to an element used to provide information about the intellectual property rights or copyright status of a resource. This element helps users understand the legal rights and permissions associated with the resource and whether there are any restrictions on its use. | Relevant only for Dublin Core | Relevant only for Dublin Core |
dc:rights and dcterms:rights |
VARCHAR | 4000 |
| DC Source | DC Source refers to an element used to provide information about a related resource from which the described resource is derived. | Relevant only for Dublin Core | Relevant only for Dublin Core |
dc:source dcterms:source |
VARCHAR | 4000 |
| DC Type | DC Type refers to an element used to provide information about the nature or genre of the resource. | Relevant only for Dublin Core | Relevant only for Dublin Core |
dc:type dcterms:type |
VARCHAR | 255 |
| Edition | Edition refers to a specific version or variation of a publication. The edition information provides details about changes, updates, or variations that have occurred since the original publication. Including the edition helps users and researchers identify the specific version of a book or other resource they are looking for. | 250 subfields a,b | 205 a,b,f,g | dcterms:isVersionOf | VARCHAR | 255 |
| Electronic location and access | The location and access URl for the electronic resource. | 856 all subfields | 856 all subfields | Not relevant for Dublin Core | VARCHAR | 4000 |
| End Publication Date | The End Publication Date is the second date available in the 008 field, and it is used to indicate "Date 2." It is described as "A date specified by the code in 008/06 (Type of date/Publication status)." | 008 pos. 11-14 | 100.Date2 | Not relevant for Dublin Core | VARCHAR | 255 |
| Enriched with AI | Indicates that the bibliographic record of the resource was enriched by the AI Asisstant. | VARCHAR | 4 | |||
| Form of Item | The Form of Item refers to a specific code or indicator that describes the physical format or medium of the resource being cataloged. This information helps library users understand the physical characteristics of the item and whether it is in a print or non-print format. | 008 pos. 29 (Maps and Visual Material) or 23 (other material configurations) | Not relevant for Dublin Core | VARCHAR | 1 | |
| General Note | A General Note is a field used to provide additional information or commentary about the resource being described. General notes can include various types of information that may not fit into specific structured fields within the bibliographic record. These notes are often used to convey contextual details, historical significance, or other relevant information about the resource. | 500 a, 5 | 300 a | Not relevant for Dublin Core | VARCHAR | 4000 |
| Government Publication | A Government Publication is a term used to identify materials that are published or produced by government entities at various levels of government, including federal, state, local, and international governments. For more information regarding the values of MARC 008 Pos. 28, see here. |
008 pos. 28 According to MARC21 Format for Bibliographic Data, 008 pos. 28 is Government Publication for the following material types: Books, Computer Files, Continuing Resources, Maps, and Visual Materials.For Music 008 pos. 28 is Accompanying matter. For Mixed material 008 pos. 28 is Undefined.Consequently, when using this field, you may want to filter out records with Material Type = Music and Material Type = Mixed material. |
Not relevant for Dublin Core | VARCHAR | 1 | |
| ISBN | ISBN is a unique identifier for books, and it is used to facilitate the identification and cataloging of books and related materials. Field in analytics includes also cancelled and invalid ISBNs. | 020 a, z 776 z | 010 a | dcterms:identifier dcterms:ISBN | VARCHAR | 255 |
| ISBN Valid | A unique identifier for books and related materials. To be considered valid, an ISBN must adhere to the established ISBN standards and conventions. Field in analytics does not include cancelled and invalid ISBNs. | 020 a | Not relevant for Dublin Core | VARCHAR | 255 | |
| ISSN | An ISSN (International Standard Serial Number) is a unique identifier for serial publications, which include periodicals, journals, magazines, and other recurring publications. Field in analytics includes also cancelled and invalid ISSNs. | 022 l,a 776 x (for non-physical records) | 011 a f | dcterms:identifier dcterms:ISSN | VARCHAR | 255 |
| ISSN Valid | A unique identifier for serial publications. To be considered valid for bibliographic records, an ISSN must adhere to the established standards and conventions for ISSN formatting and structure. Field in analytics does not include cancelled and invalid ISBNs. | 022 a | Not relevant for Dublin Core | VARCHAR | 255 | |
| Language Code | Language codes are used to indicate the language(s) in which a particular resource is written or presented. Language codes are typically standardized to ensure consistency in cataloging and bibliographic records. | 008 pos. 35-37 | 101 a | Currently comes from dc:language. Planned to come from dc:language and dcterms:language | VARCHAR | 255 |
| Language Of Cataloging | The Language of Cataloging refers to the language in which the cataloging or metadata for a particular resource is created. | 040 b | 100 a,22-24 | Not relevant for Dublin Core (Value None is displayed) | VARCHAR | 4000 |
| Local Note | A Local Note is a type of note that provides specific information or instructions related to a library's unique policies, holdings, or services. Local notes are typically used to convey information that is specific to the individual library or cataloging institution and may not be relevant to libraries elsewhere. For Borrowing Requests, the Source is stored in this field. | 590 a, 5 | Not relevant for Dublin Core | VARCHAR | 4000 | |
| Material Type | See the table, Fields that Identify the Bibliographic Material Type, in the Material Types in Search Results section for a description of material type. | MARC control LDR Material Type | Planned to be empty. Currently comes from dc:type This field holds a fixed set of values designated for all record formats. For DC, the mapping is controlled from Configuration Resources > Cataloging > DCMI Material Type Mapping page. Any dc:type value not defined on this pages gets by default the value Computer File. For more information, see DCMI Material Type Mapping. | VARCHAR | 4000 | |
| Material Type Code | Code of the material type described above (in Material Type). | MARC control LDR Material Type | Not relevant for Dublin Core | VARCHAR | 255 | |
| National Agricultural Library Call Number | The call number used by the American National Agricultural Library. | 070 a | Not relevant for Dublin Core | |||
| Network Number | A Network Number typically refers to a unique identifier assigned to a bibliographic record within a library network or consortium. | 035 a z | 053 a z |
dc:identifier , dcterms:identifier |
VARCHAR | 4000 |
| OCLC Control Number (019) | The OCLC Control Number (019 field) is used by OCLC to record and index OCLC control numbers of records that have been deleted or will be processed as duplicate records. For more information on the OCLC Control Number 019 and its subfields, see here. Leading zeros are not displayed. |
019 a When the subfield begins with one of the following prefixes:
|
Not relevant for Dublin Core | VARCHAR | 4000 | |
| OCLC Control Number (035a) | Subfield "a" in the 035 field is used to record the main OCLC Control Numbers. For more information on the OCLC Control Number 035 and its subfields, see here. Leading zeros are not displayed. |
035 a When the subfield begins with one of the following prefixes:
|
035 a | Not relevant for Dublin Core | VARCHAR | 4000 |
| OCLC Control Number (035a+z) | The OCLC Control Number can include both the main OCLC Control Number in subfield "a" and any related or canceled OCLC Control Numbers in subfield "z." This practice is useful for indicating changes or updates to cataloging records and for maintaining a historical record of previous control numbers associated with the same resource. For more information on the OCLC Control Number 035 and its subfields, see here. Leading zeros are not displayed. |
035a+z When the subfield begins with one of the following prefixes:
|
035a+z | Not relevant for Dublin Core | VARCHAR | 4000 |
| OCLC Control Number (035z) | Subfield "z" in the 035 field is used to record related or canceled OCLC Control Numbers, providing a historical record of control numbers associated with a specific resource. For more information on the OCLC Control Number 035 and its subfields, see here. Leading zeros are not displayed. |
035 z When the subfield begins with one of the following prefixes:
|
035 z | Not relevant for Dublin Core | VARCHAR | 4000 |
| Open Access | Open Access (OA) refers to a publishing model that provides unrestricted and free access to scholarly and research publications on the Internet. It signifies that the full text or content of the publication is freely available to anyone, without requiring payment or subscription. Values are Yes and No. | Based on 506 f 506 2 | Not relevant for Dublin Core | VARCHAR | 4 | |
| Original Cataloging Agency | The MARC code or the name of the organization that created the original record. | 040 a | 081 b | Not relevant for Dublin Core | VARCHAR | 255 |
| Place Code | The Place Code is a code that represents the place of publication for a printed or published resource. | 008 pos. 15-17 | 102$$a | dcterms:spatial | VARCHAR | 50 |
| Place of Publication - City | The city where a printed or published resource was published or produced. |
Derived from the place code in 008 pos. 15-17. If the value of this field in the bibliographic record does not exist in the official list of place codes, the value for this field in Alma Analytics will be "No place, unknown, or undetermined". |
Not relevant for UNIMARC | Not relevant for Dublin Core | VARCHAR | 200 |
| Place of Publication - Country | The country where a printed or published resource was published or produced. |
Derived from the place code in 008 pos. 15-17. For a list of country codes, see: MARC Code List for Countries If the value of this field in the bibliographic record does not exist in the official list of place codes, the value for this field in Alma Analytics will be "No place, unknown, or undetermined". |
Derived from the place code 102$$a. For a list of country codes, see: List of ISO 3166 Country Codes If the value of this field in the bibliographic record does not exist in the official list of place codes, the value for this field in Alma Analytics will be "No place, unknown, or undetermined". If there are multiple place codes in this field, only the first value is displayed. |
Not relevant for Dublin Core. Value No place, unknown, or undetermined is displayed) | VARCHAR | 200 |
| Place of Publication - State | The state where a printed or published resource was published or produced. | Derived from the place code in 008 pos. 15-17. If the value of this field in the bibliographic record does not exist in the official list of place codes, the value for this field in Alma Analytics will be "No place, unknown, or undetermined". | Not relevant for UNIMARC | Not relevant for Dublin Core | VARCHAR | 200 |
| Publication Date | The Publication Date refers to the date when a printed or published resource was officially issued, published, or made publicly available. |
The publication date is determined as follows:
|
The publication date is determined as follows:
|
dc:date, dcterms:date, dcterms:created, dcterms:available, dctrems:issued, dcterms:dateAccepted | VARCHAR | 255 |
| Publication Place | The Publication Place refers to the city or location where a printed or published resource was officially published, issued, or produced. | 260 a. When 260 a is empty, it is taken from 264 a | 210 a 214 a | Not relevant for Dublin Core (use Place Code) | VARCHAR | 255 |
| Publisher | The Publisher refers to the entity or organization responsible for producing, printing, and distributing a printed or published resource. |
260 b 264 b |
210 c 214 c |
dcterms:publisher, dc:publisher |
VARCHAR | 255 |
| Resource Type | Constructed based on existing bibliographic fields such as the LDR and 008. For more information, see The Resource Type Field. | Not relevant for Dublin Core | VARCHAR | 4000 | ||
| Series | A Series refers to a related group of publications or resources that share common characteristics, themes, or subjects and are published under a common title or series name. |
800 t,v 810 t,v 811 t,v 830 a,n,p,v |
410 a,h,i,o,t,x | dcterms:isPartOf | VARCHAR | 4000 |
| Series Statement | A Series Statement refers to the title or name of a series to which a printed or published resource belongs. | 490 a,v,x | 225 a,v,x | Not relevant for Dublin Core | VARCHAR | 4000 |
| Source of Description Note | A note used by the Community Zone with details on AI enrichment. | 588 $$a | Not relevant | Not relevant for Dublin Core | VARCHAR | 1000 |
| Subjects | Subjects refer to the specific topics, themes, or subjects covered by a printed or published resource. | 6XX excluding 69X, 630, 689 | 600 a,b 602 603-8 610 616 617 | dc:subject dcterms:LCSH,MESH,DDC,UDC,LCC | VARCHAR | 4000 |
| Subjects (Names) | Subjects (Names) refers to the specific individuals, organizations, or entities associated with a printed or published resource. |
600 a,b,c,d,e,l,t.u 610 a,b,c,d,e,l,n,t,u 611 a,b,c,d,e,j,l,n,q,t,u |
600 a,b,c,d,f,t (obsolete),p 601 a,b,c,d,e,f,t (obsolete) 601 a,b,c,d,e,f,t (obsolete) |
Not relevant for Dublin Core | VARCHAR | 4000 |
| Title | The Title refers to the name or title of a printed or published resource. The title is one of the most critical elements of bibliographic cataloging because it helps users identify and distinguish one resource from another. |
245 a,b 249 a,b,c,v |
200 a,c,d,e,h,i | dc:title | VARCHAR | 4000 |
| Title (Complete) | The information from MARC field 245, subfields $a, $n, $p, $h, $b, $c, $f, $g, $k, $s. | 245 a,n,p,h,b,c,f,g,k,s | 200 a-i | dc:title, dcterms:title, dc:alternative | VARCHAR | 4000 |
| Title (Filing) |
The title with common words such as "The" and "An" removed to help with sorting the title alphabetically. Any text between double arrows (<<>>) is removed. For a video describing the use of this field, see Sort Analytics Reports by Filing Title - Ignoring "The", "A", and "An". |
240 a,c,p 245 a,c,p |
200 a,e 500 |
Not relevant for Dublin Core | VARCHAR | 4000 |
| Title (Normalized) |
The normalized Title. This field is useful when you want to compare titles that may have been catalogued differently. This field is built in the following manner: Alma does the following to the 245 field (except subfields c,h,6 and 8) in the following order:
|
245 a,b,n,p 249 a,b,c,v |
200 a,c,d,e,h,i | dc:title | 4000 | |
| Title Author Combined and Normalized | 100 characters of the normalized title and the first four letters of the author in lowercase letters, with spaces removed. | See Author and Title Fields | See Author and Title Fields | See Author and Title Fields | VARCHAR | 110 |
| Title Committed to Retain |
Title Committed to Retain refers to a commitment made by a library to retain and preserve a specific resource. This commitment is important for ensuring the long-term availability and accessibility of important scholarly or historical materials. Indicates (Yes/No) if the bibliographic record is marked as Committed to Retain. |
Configurable from Configuration > Resources > Collection Retention > Bibliographic Collection Retention Definition. For more information, see Bibliographic Record Retention. | Not relevant for Dublin Core | VARCHAR | 4 | |
| Type of date | The Type of Date refers to the nature or purpose of a date included in the record. It specifies what the date represents or signifies within the bibliographic context. The type of date can provide important information to users and catalogers about the significance of the date included in the record. |
008 pos. 6 For more information on the options available for Type of date in 008 pos. 6, see here. |
100 pos 8 | Not relevant for Dublin Core | VARCHAR | 255 |
| Uniform Resource Identifier | A Uniform Resource Identifier (URI) is a string of characters used to identify a resource on the internet or within a particular system. URIs are often used to provide direct links or references to online resources related to the bibliographic entry, such as a digital version of a book, an electronic journal article, or additional related materials. | 856 u | 856 u |
dc:identifier (dcterms:URI) ,dcterms:identifier (dcterms:URI) |
VARCHAR | 4000 |
| Uniform Resource Identifier Field Exists |
Indicates whether a Uniform Resource Identifier (URI) Exists for the bibliographic record. Values are 0 or 1, where "0" means No and "1" means Yes. Indicates if 856 subfield u contains data. |
Not relevant for Dublin Core | INT | |||
| Uniform Title | A Uniform Title is a standardized title used to represent a specific work, especially when that work has been published under multiple titles or in various editions, languages, or formats. | 240 130 |
500 The Uniform Title is only mapped if the first indicator = 1. If the first indicator for UNIMARC 500 is empty or 0, the value is not mapped to Analytics. |
Not relevant for Dublin Core | VARCHAR | 4000 |
The following table describes other fields in the shared dimension (taken from Alma and not MARC):
| Field | Description | Data Type | Data Size |
|---|---|---|---|
| Active Course Code | Active Course Code is the code of the course in the Alma course reserves. For more information see here. | VARCHAR | 4000 |
| Active Course Name | Active Course Name is the name of the course in the Alma course reserves. For more information see here. | VARCHAR | 4000 |
| Bibliographic Lifecycle | The Lifecycle of the bibliographic record. Possible values are Deleted and In Repository. This allows you to filter reports and to remove Deleted records. | VARCHAR | 50 |
| Bibliographic Rank | Alma assesses the comprehensiveness and depth of MARC 21 bibliographic entries, considering various elements such as identifiers, names, subjects, informative LDR and 008 fields, publication details, among others. This evaluation is reflected in the Bibliographic Rank, designed as a useful aid for libraries in pinpointing records requiring further scrutiny. For more information, see here. | INT | |
| Brief Level | Brief Level refers to the level of detail provided in a bibliographic description. It indicates how much information is included in the bibliographic record, with brief descriptions containing less detailed information compared to full or comprehensive descriptions. In Alma, ten levels of brief records can be defined from 01 through 10, where 01 represents the most brief record and 10 represents a full record. For more information see here. | VARCHAR | 2 |
| Chinese Classification | The Chinese Classification of the bibliographic record. For more information, see here. | VARCHAR | 50 |
| Collection ID |
The ID of the collection or collections the bibliographic record is associated with as defined at Resources > Manage Inventory > Manage Collections. Relevant only for bibliographic records that are part of a collection. One MMS_ID can be attributed to multiple titles collections, therefore a delimited list of collections are defined for the MMS. |
VARCHAR | 4000 |
| Collection Name |
The Name of the collection or collections the bibliographic record is associated with as defined at Resources > Manage Inventory > Manage Collections. Relevant only for bibliographic records that are part of a collection. |
VARCHAR | 4000 |
| Created with AI | Indicates that the bibliographic record of the resource was created by the AI Assistant. | VARCHAR | 4 |
| Creation Date | The timestamp of the bibliographic record creation date. | DATETIME | |
| Creation Date (Calendar) | The creation date without a timestamp. This date format is useful when filtering the report by date. | DATE | |
| Creator | The name of the user that created the record | VARCHAR | 255 |
| Dewey Classification | The Dewey classification of the record. | VARCHAR | 255 |
| Dewey Classification Top Line | The first 3 digits of the Dewey Classification | VARCHAR | 15 |
| Earliest Possible Publication Year (Under Construction) |
This field will be available in a future release. A normalized version of the publication date to the earliest possible value when the exact date is not known. It is taken from MARC21 008 pos. 07-10 or UNIMARC 100.Date1. This field is normalized with all non-numeric characters converted to 0s. Values below 1500 and over 6000 will have the value 1. |
VARCHAR | 255 |
| Edition Simplified (Combined) | The values of the Edition Simplified (Num) and Edition Simplified (Text) fields. | VARCHAR | 255 |
| Edition Simplified (Num) | The number of the edition found in the MARC 250 field, simplified. | VARCHAR | 255 |
| Edition Simplified (Text) | The text of the edition found in the MARC 250 field, simplified. | VARCHAR | 255 |
| Export to Libraries Australia |
Indicates whether the record is published to Libraries Australia. This field appears only when the Customer Parameter national_catalog is defined. The field name is as defined in the parameter. Possible values:
|
VARCHAR | 255 |
| Export to WorldCat |
Indicates that publication status is applied to a record. Possible values:
|
VARCHAR | 255 |
| Has Local Extensions | Indicates if the Community Zone-linked record has local extensions (Y/N). | VARCHAR | 3 |
| ISBN (Normalized) | An ISBN that has been formatted or standardized according to established rules or conventions. | VARCHAR | 255 |
| ISSN (Normalized) | An ISSN that has been formatted or standardized according to established rules or conventions. | VARCHAR | 255 |
| Language Description | The language name of the title, based on the Language Code field on the record. | VARCHAR | 255 |
| LC Classification Top Line |
The combined LC code and classification call numbers until the first period which is followed by a letter. If there are no periods then the entire string is taken until there is a space. The length is limited to 50 characters. For example:
The LC Classification Top Line will contain one value. For MARC21, if the bibliographic record has:
Recent data may not be available if it has not yet been received from CONSER. |
VARCHAR | 50 |
| Link ID | The link ID, if the record is linked to the Community Zone or Network Zone. For more information concerning this field and the next two, see Understanding the fields Link ID Linked to CZ and Linked to NZ in the Bibliographic Details folder. | VARCHAR | 50 |
| Linked to CZ | Indicates if the record is linked to the Community Zone. | VARCHAR | 3 |
| Linked to NZ | Indicates if the record is linked to the Network Zone. | VARCHAR | 3 |
| Local Param 1-30 |
These fields of information are from MARC fields in Alma, which were configured specifically for your institution. All MARC fields other than control fields can be added as local parameters. Accordingly, MARC fields from 010 to 999 can be mapped to local parameters, including indicators. It is possible to define and select specific subfields for export, rather than including all subfields by default. You can define:
To utilize these fields, it is necessary to contact Ex Libris Support and provide them with the three-digit MARC field codes, as well as any specific subfields or indicators you would like included. |
VARCHAR | 4000 |
| Managed by Provider |
Indicates if the electronic resource is managed by the provider. Possible values are Yes or No. Relevant only for electronic resources. |
VARCHAR | 3 |
| MMS ID | The MMS ID of the inventory item (physical, electronic, or digital). | VARCHAR | 255 |
| Modification Date | The latest (most recent) timestamp of the bibliographic record modification date. | DATETIME | |
| Modification Date (Calendar) | The latest (most recent) modification date without a timestamp. This date format is useful when filtering the report by date. | DATE | |
| Modified By | The name of the user that modified the record. | VARCHAR | 255 |
| Network ID | This field is used by institutions implementing a Network Zone. It is the same as the MMS ID of the bibliographic record in the Network Zone and can be used to create reports that show the MMS ID in the member institution (using the existing MMS ID), as well as the corresponding MMS ID in the Network Zone. | VARCHAR | 50 |
| Originating System |
The system where the bibliographic record originated. If Unknown is displayed in this field, see the following document: How to set up Alma so that the “Originating System” in Analytics will be properly populated. |
VARCHAR | 4000 |
| Originating System ID | The Originating System Version is the metadata record field that enables uploading records in the correct sequence by preventing the update of an existing record with an older version of the same record. This prevents older bibliographic records from overlaying or merging with newer records. The Originating System Version field is created from the record’s 005 control field the first time the record is imported. For information regarding normalizing the Originating System Version field, see the Update originating system information process and the procedure To configure normalization for managing the Originating System and Originating System Version information. | VARCHAR | 16 |
| Peer Reviewed | Indicates if the article was peer reviewed. | VARCHAR | 4 |
| Preservation Status |
The preservation status of the title in Rosetta Plus/Pro. Possible values:
|
VARCHAR | 255 |
| Provider Name | The name of the provider who manages the bibliographic record that is included in the CZ (Community Zone). Relevant only for electronic titles that are linked to the CZ and when an external provider manages the CZ record. | VARCHAR | 255 |
| Record Format |
The format of the bibliographic record. Examples:
|
VARCHAR | 4000 |
| Suppressed from Discovery | Indicates whether the record is suppressed from external discovery systems. | VARCHAR | 3 |
Patron Details at Time of Loan
The Patron Details table is a dimension table that displays the patron details at the time of the loan. The primary key of the table is ITEM_LOAN_ID.
Most of the patron details are the current user details, unless they were anonymized, in which case they remain the same as at time of the loan. However, for the Patron Statistical Categories fields, the data is from the time of the loan regardless of whether or not the fields are anonymized.
| Field | Description | Additional Information |
|---|---|---|
| Patron Group | The user group defined for the patron at the time of the loan. | |
| Patron ID | The unique identifier of the patron to whom the item is loaned | |
| Patron Job Title | The job title of the patron to whom the item is loaned. Users in the library may be given titles based on their role in the library. | |
| Patron Record Type | Indicates whether the patron to whom the item is loaned is a staff member | |
| Patron Statistical Categories 1-10 | 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. The data in these fields is the data at the time of the loan regardless of whether or not the fields are anonymized. For more information, see Configuring Statistical Categories for Analytics. | |
| Patron Type | The type of the patron to whom the item is loaned. Users are grouped into types. Internal is a user type that has been created by the library. External is a type of user of the library supplied/created from the student information system. |
Borrower Details
The Borrower Details table is a dimension table that displays the details about the patron to whom the item is loaned.
The borrower details are the current user details unless they were anonymized. (For privacy reasons related to security requirements, loans may require anonymization after a defined period of time.)
If anonymized, borrower details remain with the same values as at the time of the loan for Job Title, User Type, User Group, and Statistical Category 1-10. The rest of the user details, once anonymized, are no longer viewable and Analytics retrieves NULL for these values.
- Many institutions store information about individuals, including personal details and information about their activities. Due to privacy concerns, some institutions are required to anonymize the data on a regular basis.
- Alma offers the option to delete such user information for fulfillment and resource sharing activities. The information is deleted for activities that have been completed, such as completed loans, closed fines and fees, or resource sharing borrowing requests.
- You can configure Alma to delete the more specific information (for example, User ID) and retain the more general user information (for example, User Group and Job Title).
- The information that is not anonymized can be included in Analytics reports.
- For more information concerning anonymization, see Security and Data Privacy.
| Field | Description | Additional Information |
|---|---|---|
| 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 | |
| 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 that created the user in the system | See the field location in Alma in the image below. |
| Default Language | Stores the default language of the user | See the field location in Alma in the image below. |
| 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. |
| 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. |
| Gender (Not in Use) | Possible values are taken from the Genders code table (Configuration > User Management > User Details > Genders) | 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. Selecting 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 for the Identifier 1 field above. | |
| Is Blocked | Indicates if the patron is blocked | |
| Job Description | Stores free-form text that describes the function of the user in the library | See the field location in Alma in the image below. |
| Job Title | Stores the job category definition to which the user belongs based on the Job Categories code table | See the field location in Alma in the image below. |
| Last Activity Date | The last date that a patron made a request or borrowed or returned an item | |
| Last Name | Stores the user’s last name | See the field location in Alma in the image below. |
| 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. |
| Modification Date | Stores the date of the modification of the user record | 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. |
| Modified By | Stores the name of the user that modified the user record | 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 the field location in Alma in the image below. |
| Preferred Last Name | Stores the user’s preferred last name | See the field location in Alma in the image below. |
| Preferred Middle Name | Stores the user's preferred middle name | 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. | |
| Status Date | Stores the date on which the patron was registered in the institution | See the field location in Alma in the image below. |
| User – Linked From Institution Code | The code of the institution from which the user is linked | |
| User – Linked From Institution Name | The name of the institution from which the user is linked | |
| User – Linked From Other Institution | Indicates if the user is linked from another institution | Possible values: yes/no |
| 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 ID | Stores the unique ID of the user | |
| User Primary Identifier | Stores the primary identifier that the user uses in order to log on to Alma | See the field location in Alma in the image below. |
| User Record Type | Indicates if the user is a Public User or a Staff User | See the field location in Alma in the image below. |
| User Status | Indicates if the user is active | 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. |
See the field location in Alma in the image below. |
Preferred Contact Information
The Preferred Contact Information table is a dimension table that displays the details about the user's preferred contact information such as preferred address, preferred phone, preferred email. and preferred SMS phone number.
For privacy reasons related to security requirements, loans may require anonymization after a defined period of time. Once anonymized, the preferred contact information is no longer viewable and analytics retrieves NULL for these values.
| Field | Description | Additional Information |
|---|---|---|
| Line1 | Stores the first line of the user's preferred address | |
| Line2 | Stores the second line of the user's preferred address | |
| Line3 | Stores the third line of the user's preferred address | |
| Line4 | Stores the fourth line of the user's preferred address | |
| Line5 | Stores the fifth line of the user's preferred address | |
| City | Stores the city of the user's preferred address | |
| Postal Code | Stores the postal code of the user's preferred address | |
| Country | Stores the country of the user's preferred address | |
| State Province | Stores the state or province of the user's preferred address | |
| Address Type | Stores the type of the preferred address such as home or work | |
| Preferred Phone Number | Stores the user's preferred phone number | |
| Preferred SMS | Stores the user's preferred phone number for SMS | |
| Preferred Email | Stores the user's preferred email for correspondence | |
| Preferred Contact Note | Stores a note regarding the user's preferred address |
Loan Operator Details
The Loaned By table is a dimension table that displays the details about the staff user that created the loan, such as name, job title, and status.
The field descriptions can be found in the User Details shared dimension.
| Field | Description | Additional information |
|---|---|---|
| Birth Date | The birth date of the user | See the field location in Alma in the figure Alma User Details Page – General Information, below. |
| Birth Date | The birth date of the user | |
| Campus Code | The campus code of the user | See the field location in Alma in the figure Alma User Details Page – General Information, below. |
| Creation Date | The date that the user was created in the system | See the field location in Alma in the figure Alma User Details Page – General Information, below. |
| Creator | The user name of the user that created the user in the system | See the field location in Alma in the figure Alma User Details Page – General Information, below. |
| Default Language | The default language of the user | See the field location in Alma in the figure Alma User Details Page – General Information, below. |
| Expiry Date | The date on which the user is to expire and no longer be able to get service from the system | 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.
See the field location in Alma in the figure Alma User Details Page – General Information, below. For the date that the patron's user account expires in the library, use Loan Details > Patron Expiry Date. |
| External ID | The ID of the user in the originating system | |
| First Name | The user’s first name | See the field location in Alma in the figure Alma User Details Page – General Information, below. |
| Gender (Not in Use) | Stores male or female | See the field location in Alma in the figure Alma User Details Page – General Information, below. |
| Identifier 1 | Stores identifier 1. The identifier field allows you to enrich the user details exported to Analytics with additional identifiers. Choosing a specific identifier to be included in the user details is done in Alma (in a table that is currently restricted to Ex Libris staff). For assistance in defining this field, contact Ex Libris Support. | |
| Identifier 2 | Stores identifier 2. See details in "identifier 1" above. | |
| Job Description | Stores free-form text that describes the function of the user in the library | See the field location in Alma in the figure Alma User Details Page – General Information, below. |
| Job Title | The job category definition to which the user belongs based on the Job Categories code table | See the field location in Alma in the figure Alma User Details Page – General Information, below. |
| Last Activity Date | The last date that a patron made a request or borrowed or returned an item | |
| Last Name | The user’s last name | See the field location in Alma in the figure Alma User Details Page – General Information, below. |
| Middle Name | The middle name of the user | See the field location in Alma in the figure Alma User Details Page – General Information, below. |
| Modification Date | The date of the modification of the user record | See the field location in Alma in the figure Alma User Details Page – General Information, below. |
| Modified By | The name of the user that modified the user record | See the field location in Alma in the figure Alma User Details Page – General Information, below. |
| Preferred First Name | The user’s preferred first name | See the field location in Alma in the image below. |
| Preferred Last Name | The user’s preferred last name | See the field location in Alma in the image below. |
| Preferred Middle Name | The user's preferred middle name | See the field location in Alma in the image below. |
| Primary identifier | The primary identifier that the user uses in order to log on to Alma | See the field location in Alma in the figure Alma User Details Page – General Information, below. |
| Purge Date | The date on which the user record is to be deleted from Alma | See the field location in Alma in the figure Alma User Details Page – General Information, 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 1-5 | These fields allow you to map five statistical categories. This allows you to filter reports based on advanced user information typically stored in the statistical category fields. | |
| Status | Indicates if the user is active | See the field location in Alma in the figure Alma User Details Page – General Information, below. |
| Status Date | The date on which the patron was registered in the university | See the field location in Alma in the figure Alma User Details Page – General Information, below. |
| User Group | The group with which the user is associated such as Faculty, Graduate, or Student | See the field location in Alma in the figure Alma User Details Page – General Information, below. |
| User ID | The unique ID of the user | |
| User Record Type | Indicates if the user is a Public User or a Staff User | See the field location in Alma in the figure Alma User Details Page – General Information, below. |
| User Type | The values Internal, Internal with external authentication, or External. |
See the field location in Alma in the figure Alma User Details Page – General Information, below.
|
Some of the fields of the Loan Operator Details dimension are taken from the fields of the User Details page:
Return Operator Details
The returned By table is a dimension table that displays the details about the staff user that returned the loan, such as name, job title, and status.
The field descriptions can be found in the User Details shared dimension.
| Field | Description | Additional information |
|---|---|---|
| User ID | The unique ID of the user | |
| Primary identifier | The primary identifier that the user uses in order to log on to Alma | See the field location in Alma in the figure Alma User Details Page – General Information, below. |
| User Type | The values Internal, Internal with external authentication, or External. |
See the field location in Alma in the figure Alma User Details Page – General Information, below..
|
| User Group | The group with which the user is associated such as Faculty, Graduate, or Student | See the field location in Alma in the figure Alma User Details Page – General Information, below. |
| User Record Type | Indicates if the user is a Public User or a Staff User | See the field location in Alma in the figure Alma User Details Page – General Information, below. |
| First Name | The user’s first name | See the field location in Alma in the figure Alma User Details Page – General Information, below. |
| Last Name | The user’s last name | See the field location in Alma in the figure Alma User Details Page – General Information, below. |
| Middle Name | The middle name of the user | See the field location in Alma in the figure Alma User Details Page – General Information, below. |
| Preferred First Name | The user’s preferred first name | See the field location in Alma in the image below. |
| Preferred Last Name | The user’s preferred last name | See the field location in Alma in the image below. |
| Preferred Middle Name | The user's preferred middle name | 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 figure Alma User Details Page – General Information, below. |
| Job Title | The job category definition to which the user belongs based on the Job Categories code table | See the field location in Alma in the figure Alma User Details Page – General Information, below. |
| Gender (Not in Use) | Stores male or female | See the field location in Alma in the figure Alma User Details Page – General Information, below. |
| Birth Date | The birth date of the user | See the field location in Alma in the figure Alma User Details Page – General Information, below. |
| Campus Code | The campus code of the user | See the field location in Alma in the figure Alma User Details Page – General Information, below. |
| Status Date | The date on which the patron was registered in the university | See the field location in Alma in the figure Alma User Details Page – General Information, below. |
| Expiry Date | The date on which the user is to expire and no longer be able to get service from the system | 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. |
| Birth Date | The birth date of the user | |
| Status | Indicates if the user is active | See the field location in Alma in the figure Alma User Details Page – General Information, below. |
| Creation Date | The date that the user was created in the system | See the field location in Alma in the figure Alma User Details Page – General Information, below. |
| Last Activity Date | The last date that a patron made a request or borrowed or returned an item | |
| Modified By | The name of the user that modified the user record | See the field location in Alma in the figure Alma User Details Page – General Information, below. |
| Modification Date | The date of the modification of the user record | See the field location in Alma in the figure Alma User Details Page – General Information, below. |
| Expiry Date | 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 figure Alma User Details Page – General Information, below. |
| Purge Date | The date on which the user record is to be deleted from Alma | See the field location in Alma in the figure Alma User Details Page – General Information, below. |
| Default Language | The default language of the user | See the field location in Alma in the figure Alma User Details Page – General Information, below. |
| Creator | The user name of the user that created the user in the system | See the field location in Alma in the figure Alma User Details Page – General Information, below. |
| External ID | The ID of the user in the originating system | |
| Identifier 1 | Stores identifier 1. The identifier field allows you to enrich the user details exported to Analytics with additional identifiers. Choosing a specific identifier to be included in the user details is done in Alma (in a table that is currently restricted to Ex Libris staff). For assistance in defining this field, contact Ex Libris Support. | |
| Identifier 2 | Stores identifier 2. See details in "identifier 1" above. | |
| Statistical Categories 1-5 | These fields allow you to map five statistical categories. This allows you to filter reports based on advanced user information typically stored in the statistical category fields. | |
| Resource Sharing Library Code | The code of the resource sharing library assigned to the user. | |
| Resource Sharing Library | The resource sharing library assigned to the user. |
Some of the fields of the Return Operator Details dimension are taken from the fields of the User Details page:
Last Renewal Date
The Last Renewal Date table is a dimension table that stores details about the renewal date of a specific loan. This dimension was created before the Renewal Date dimension was added and is less useful now. The primary keys are Date_Key.
| Field | Description | Additional Information | Data Type | Data Size |
|---|---|---|---|---|
| Last Renewal Date | The current course end date of the purchase request | The date in the format DD/MM/YYYY | DATE | |
| Last Renewal Start of Week | The date of the first business day of the week | The date in the format DD/MM/YYYY | DATE | |
| Last Renewal Week Number | The number of the week of the year | There are 52 weeks in a year. | VARCHAR | 2 |
| Last Renewal 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 | |
| Last Renewal Month | The month of the date in text format | The month, for example, "February" | VARCHAR | 20 |
| Last Renewal 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 |
| Last Renewal 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 |
| Last Renewal Year | The year in which the purchase request was modified | The year of the date in the format YYYY . For example - 2025 | VARCHAR | 20 |
| Last Renewal 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 |
| Last Renewal 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 | |
| Last Renewal 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 |
| Last Renewal Date Filter | Used to filter report results by date | Possible values:
|
VARCHAR | 100 |
| Last Renewal 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. |
Physical Item Details
The Physical Item Details table is a dimension table that stores details about the physical item details. The primary key is ITEM_ID.
| Field | Description | Additional Information | Data Type | Data Size |
|---|---|---|---|---|
| Accession Number | A sequential code used to file items on the shelf. | |||
| Barcode | The unique identifier of the specific physical item. | This field is limited to 128 characters. | ||
| Base Status | Indicates the availability of the item in its permanent location (in place/not in place). | |||
| Chron I | The main level of chronology - usually the year. | |||
| Chron J-M | Additional chronology fields | |||
| Creation Date | The date that the physical item was created. | |||
| Creator | The username of the operator that created the physical item. | |||
| Description | The description of the item. | |||
| Display Temp Call Number | A normalized temporary call number for display. | |||
| Due Back Date | Indicates the date that the item is due back at the library. | |||
| Enum A | The main level of enumeration - usually the volume. | |||
| Enum B-H | Additional enumeration fields | |||
| Expected Receiving Date | The date when a purchased item is expected to arrive at the library. | |||
| Fulfillment Note | The fulfillment note. | |||
| Has Committed to Retain | Indicates if the library has committed to retain the item | |||
| Holding ID | The unique identifier of the holding | |||
| Internal Note 1-3 | Holds internal notes | |||
| Inventory Date | The last time inventory was checked (not currently in use). | |||
| Inventory Number | The inventory number | |||
| Inventory Price | The price of the physical inventory for each physical item | |||
| Is Magnetic | Whether the item is magnetic material or not. | |||
| Item Call Number | The item call number for display | |||
| Item Call Number Type | The item call number type | |||
| Item Copy ID | The ID of the copy of the item | The field “Item Copy ID” folder comes from the item record and not from the holdings record. It is visible in the physical item editor in the “general” tab and is called “Copy ID”. | ||
| Item Policy | Defines the conditions under which a request for this item can be fulfilled. | |||
| Last Loan Date | The last time the item was loaned. | |||
| Library Address Line 1 | The first line of the address of the institution. It usually includes the building number and the street name. | Configured from 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. |
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| Library City | The city of the library. | Configured from 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. |
||
| Library Country | The country of the library. | Configured from 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. |
||
| Library Name (Active) | The library name of active (not deleted) libraries. | The same as Library Name without deleted libraries. | ||
| Library Postal Code | The postal code of the library. | Configured from 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. |
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| Library State Province | The state or province of the library. | Configured from 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. |
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| Lifecycle | Indicates whether the item is active or deleted. | |||
| Material Type | Describes the nature of the material represented by the item record. | |||
| Modification Date | The date that the physical item was modified. | |||
| Modified By | The user that modified the physical item. | |||
| Originating System ID | The ID of the item in the source system from which it has been imported. | |||
| Permanent Call Number | The permanent call number. | |||
| Physical Condition | The physical condition of the item. | Possible values:
|
||
| Physical Item ID | The ID of the physical item | |||
| Process Type | When the item is being processed (acquisition/loan/bindery/etc) this indicates the type of processing. | |||
| Provenance Code | A code used to identify separate items that belong to different groups (but may be shelved together). | |||
| Public Note | The public note of the item. | |||
| Receive Number | A sequential number assigned by the library to help maintain inventory. | |||
| Receiving Date | The date the material was actually received/activated for the first time. | |||
| Receiving Date and Time | The date and time the material was actually received/activated for the first time | |||
| Replacement Cost | The replacement cost | In order to filter your report based on the Replacement Cost field, you must add a second copy of this field and edit the formula with the following CAST("Physical Item Details"."Replacement cost" AS DOUBLE). This causes Alma Analytics to treat the field as numeric. | ||
| Retention Note | A free-text note concerning the library's commitment to retain the item | |||
| Retention Reason | The reason the library has committed to retain the item | |||
| Statistics Note 1-3 | Holds statistic notes | |||
| Storage Location ID | The ID of the storage location. | |||
| Temp Call Number Type | A call number type provided when the item is in a temporary location. | |||
| Temp Physical Location In Use | Whether the item is currently (at the time at which the report is run) in a temporary location or in a permanent location.
For example: An item was moved from a permanent location to a temporary location on November 28, 2017. It was loaned on November 29, 2017, and when it was loaned, it was still in a temporary location. It was returned from loan on December 13, 2017. On December 14, 2017 it was returned to its permanent location. If an Analytics report was run between November 28 and December 13, the Temp Physical Location In Use is Yes. If the report was run before November 28 or after December 13, the Temp Physical Location In Use is No. |
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| Temporary Item Policy | The code of the temporary item policy | |||
| Temporary Library | The temporary library | |||
| Temporary Library Code (Active) | The code of the active (not deleted) temporary library | |||
| Temporary Library Name (Active) | The name of the active (not deleted) temporary library | |||
| Times Loaned | The number of loans including all loans in Alma and also loans from pre-migration. | This field is an attribute field as opposed to the Num of Loans fields which are measure fields. | ||
| Weeding Date | A date assigned by the library as the weeding date. By default it is the date that the weeding number was assigned | |||
| Weeding Number | A sequential number assigned by the library to help maintain inventory. |
Institution
The shared Institution dimension allows the Network Zone to view reports according to institution. If an analytics report is run from the Network Zone in a collaborative network implementing a Network Zone, all member institutions are included in the report for Institution Code and Institution Name. If an analytics report is run from an institution that is not part of a collaborative network implementing a Network Zone, only the single institution from which the report is run is included in the report for Institution Code and Institution Name.
This dimension is available in every subject area. It contains the following fields:
| Field | Description | Additional Information | Data Type | Data Size |
|---|---|---|---|---|
| Institution Code | The code of the institution. |
Configured from: Configuration > General > Add a Library or Edit Library Information > Summary tab. The label in Alma is Code located on the right pane. |
VARCHAR | 50 |
| Institution Name | The name of the institution. |
Configured from: Configuration > General > Add a Library or Edit Library Information > Summary tab. The label in Alma is Organization unit name. |
VARCHAR | 255 |
| Institution Address Line 1 | The first line of the address of the institution. It usually includes the building number and the street name. |
Configured from: 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 |
| Institution City | The city of the institution. |
Configured from: 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 |
| Institution State Province | The state or province of the institution. |
Configured from: 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 |
| Institution Country | The country of the institution. |
Configured from: 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 Country. |
VARCHAR | 320 |
| Institution Postal Code | The postal code of the institution. |
Configured from: 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 |
| Institution Timezone | The timezone of the institution. | The timezone is set during implementation. | VARCHAR | 255 |
| Data Available As Of | When the institution data became available in analytics. | Displayed at the bottom of the main Analytics menu. | VARCHAR | 255 |
| Data Updated As Of | When the institution data was taken from the Alma database. | Displayed at the bottom of the main Analytics menu. | VARCHAR | 255 |
Shared Dimensions with Other Subject Areas
For information concerning shared dimensions with other subject areas, see Shared Dimensions.
Page tags: article:topicFulfillmentInstitutionproduct:almacontent:Documentationlang:englishLoanRenewal DateBibliographic DetailsLC ClassificationsDewey ClassificationsLoan DetailsLoan PolicyLoan Circulation DeskReturn Circulation DeskLoan DateReturn DateItem LocationPatron DetailsBorrower DetailsPreferred Contact InformationLoan Operator DetailsReturn Operator DetailsLast Renewal DatePhysical Item Details