Requests

Create reports and dashboards for the requests area.

Using the Requests subject area, the Design Analytics user may create reports and dashboards that help to answer the following types of business questions:

  • How many items were requested per patron type?
  • How many items were requested per material type?
  • What is the fill rate for requests per material\patron type?
  • How long does it take from the time that the request is placed until it is fulfilled?
  • Which titles have the highest demand? (based on open requests)

requests_star

Report Creation Tips

  • Although request data in Alma goes back only 5 years from the Creation Date, in Analytics it goes back as far as the available data.
  • Requests are linked to the MMS ID of the bibliographic record, so when creating reports for requests, use the MMS ID and not the barcode.

Filtering Results Using the Active Request Flag

An active request is a request that is still in process, as opposed to a completed request, which is no longer in process. Canceled requests are marked with the relevant Rejected status (Rejected, Rejected by Library, Rejected by Patron (see Request Status).

Canceled requests may be considered active if the requested item is still in process, for example, it is being removed from a hold shelf or a work order department. Therefore, requests that were canceled may in some cases still appear with Active Request Flag=Yes and in other cases with Active Request Flag=No.

Rejected requests, both active and inactive, are not retrievable in the Alma user interface, but do appear in reports. To prevent inactive requests from appearing in reports, the requests must be deleted. To delete inactive requests, contact Ex Libris Support.

Another option is to scan in the rejected request ID from the Scan In item page. This completes the request, triggers it to reappear in Requests Monitor, and adds a Request Completion Date in Analytics.

Typically you would run different reports for each population. For example, for active requests, you can run a report on titles with a high number of requests and for completed requests, you can run a trend analysis of average time to patron collection.

active_request_flag

Filtering Results Using the Request Type Description Flag

Requests in Alma are used for both internal processes (for example binding) as well as for patron facing processes. User this filter to narrow your results only to the type of requests in which you are interested.

request_type_description

Report on Items with a Large Number of Requests

It is often useful for libraries to see their titles with a large number of open requests and to be able to see for these titles how many items are available in the library.

The following procedure describes how to create a report that displays this information.

To create a report of titles with a large number of open requests:
  1. Select Create > Analysis and then SelectSubject Area > Requests.
  2. Create a report with the following columns, for example:
    • MMS ID
    • Title
    • Num of Items
    • Times Loaned
    • # of Requests
    • Request Type Description
    • Active Request Flag
  3. Add the following filters to the report:
    • Request Type Description is equal to Patron physical item request
    • # of Requests is greater than 3(for example)
    • Active request is equal to Yes
    report_criteria.png
  4. Delete the fields with the filters as these are not needed in the report itself.
  5. Run the report.
The results of the report are titles that have more than three open request with the required item information, in this example, the number of copies and the times loaned.
Titles With More Than 3 Open Requests

Field Descriptions

The following lists the fields available in Requests.
requests_descriptions.gif

Request Measures

The Request Measures table is the fact table that stores all the measures (activities) of specific requests. The primary key is ID.
Request Measures
Field Description Additional Information Data Type Data Size
# of Requests The number of requests.      
# of Unique Titles The number of unique titles (mms ids) associated to a request   INT  
Time to Available (Days/Hours) The time between the request being placed and its becoming active. For open requests that are not yet active, analytics calculates the total time until the current date.    
Time to Process (Days/Hours) The time between the request becoming active and its being placed on the shelf for pickup. For open requests that are active but not yet on the shelf for pickup, analytics calculates the total time until the current date.    
Time to Patron Collection (Days/Hours) The time between the request being placed on the shelf for pickup and its being fulfilled. For open requests that are placed on the shelf for pickup but are not yet fulfilled, analytics calculates the total time until the current date.
When a request is no longer active, it is moved to the History table. In that case, this field reflects the time from the date that the item was moved to the hold shelf until the date it was moved to the History table.
   
Total Request Time (Days/Hours) The total amount of time between the request being placed and its being fulfilled. For open requests, Alma Analytics will calculate the total time until this date.    

Request Measures (Average)

The Request Measures (Average) table is a fact table that stores all the average of the measures (activities) of specific requests. The primary key is ID.
Request Measures (Average)
Field Description Additional Information
Average Time to Available (Days/Hours) The average time between the request being placed and its becoming active.  
Average Time to Process (Days/Hours) The average time between the request becoming active and its being placed on the shelf for pickup.  
Average Time to Patron Collection (Days/Hours) The average time between the request being placed on the shelf for pickup and its being fulfilled.  
Average Total Request Time (Days/Hours) The average total amount of time between the request being placed and its being fulfilled.  

Request Process Measures

The Request Process Measures is a fact table that stores all the process measures (activities) of specific requests. The primary key is ID.
Each field has a version that displays the results by hours and by days.
.
Request Process Measures
Field Description Additional Information
Await Approval Time The total amount of time that the request was in the Await Approval step. (The amount of time that the request waited for approval.)  
Deposit Item Time The total amount of time that the request was in the Deposit Item step. (The time from when the digital material was ready to be deposited until the digital file was created.)  
Digitize Item Time The total amount of time that the request was in the Digitize Item step. (The time from when the item was ready at the digitization department until it was digitized.)  
Document Delivery Time The total amount of time that the request was in the Document Delivery step. (The time from when the digital material was ready until it was delivered.)  
Hold Shelf Processing Time The total amount of time that the request was in the Hold Shelf Processing step. (The time it took the library to make the item ready to be placed on the hold shelf.)  
On Hold Shelf Time The total amount of time that the request was in the On Hold Shelf step. (The amount of time the item was on the hold shelf until it was either picked up or removed from the hold shelf.)  
Pickup from Shelf Time The total amount of time that the request was in the Pickup from Shelf step. (The amount of time that it took for the staff to pick up the item from the shelving location.)  
Transit Item Time The total amount of time that the request was in the Transit Item step. (The amount of time the item was in transit between circulation desks and libraries.)  
Waiting for Remote Storage Time The total amount of time that the request was in the Waiting for Remote Storage and Communicating With Remote Storage steps. (The amount of time that the request was waiting for the remote storage facility to receive a request and provide an item to fulfill the request.)  
Work Order Department Time The amount of time that the item was in the Work Order Department step. (The amount of time that the item was in the work order department.)  

Request Details

The Request Details table is a dimension table that stores details about the request. The primary key is ID.
Request Details
Field Description Additional Information
Active Request Flag An active request is a request that is still in process. Filter with this flag to Yes to display currently active requests (typically used for reports on titles with high demand). Filter with this flag to No to display completed requests (typically used for trend analysis and fill rate calculations). For more information, see Filtering Results Using the Active Request Flag.
Cancellation Reason The cancellation reason inserted when a request is cancelled.  
Cancellation Note The note added when a request is cancelled.  
Current Process The name of the current activity. The following are the possible values for this field. The values as they appear in Alma are displayed in parenthesis, if they are different:
  • AwaitApproval – the request is waiting for approval.
  • DepositItem – the digital material is ready to be deposited, but the digital file has not yet been created.
  • DocumentDelivery – the digital material is in the process of being delivered.
  • PlaceOnHoldShelf(On Hold Shelf) – the item is on the hold shelf, but has not yet been picked up or removed.
  • TransitItem – the item is in transit between circulation desks and/or libraries.
  • WorkOrderDepartment(In Process) – the request is being processed by a work order department.
  • PickupFromShelf – the item has been picked up from the hold shelf.
  • WaitingForRemoteStorage – the request will be handled by remote storage, but has not been sent to the remote storage yet.
  • DigitizeItem – the item is ready at the digitization department and is in the process of being digitized.
  • CommunicatingWithRemoteStorage( Request Communicated to Storage)  – The request will be handled by remote storage, and was sent to the remote already.
  • HoldShelfProcessing – the item has arrived at the requested pickup location, but has not been placed on the hold shelf yet.
  • DigitalInventoryDestination(Digital Inventory) – the requested item is in digital inventory.
  • DigitizationDestination(Digitization) – Item has arrived at the digitization department and is awaiting digitization.
Creator The creator of the request. After a request is completed, moved to missing, or canceled, this field displays that user. For the original creator of the request, use the Request Creator field.

When the request is made by a staff user, this field contains the staff user's name. When it is created via Primo\API, it contains the value system.

This field appears in the Alma UI with the "Creator" label when viewing a request.

Caused Recall Indicates if the request caused a recall of an item that is on loan.  
From Another Institution The institution from which items were requested in a fulfillment network  
From Another Institution Circ Desk The circulation desk from which items were requested in a fulfillment network  
From Another Institution Library The library from which items were requested in a fulfillment network  
In Transit Flag This field reflects an internal process and not the In Transit request status. Yes indicates that the item is in transit, for example, to re-shelving after a patron returns the item. 
Manual Description Contains a free text description. For multi-volume requests it describes the specific issue.  
Modification Date The date that the request was modified.  
Modified By The user that modified the request.  
No Pickup Flag Refers to the first step of a request, which is to take the item from the shelf. Indicates that there is no need to take the item off the shelf.  
Note The note entered by the user.  
Override on Shelf Request Policy Indicates that the pickup location was chosen after overriding the default suggestions.  
Pickup Location The pickup location of the requested item.  
Pickup Location Type The pickup location type of the requested item.  
Pickup Slip Printed Flag Indicates whether a pickup slip was printed.  
Related to Resource Sharing Request Indicates whether the request is related to a resource sharing borrowing request.  
Request Creator The original creator of the request This field displays the original creator of the request as opposed to the Creator field which, after a request is completed or cancelled, displays the user that completed or cancelled the request.
Request ID The ID of the request.  
Search Type Indicates whether the request is item level or title level.  
Triggered Recall Indicates whether the request triggered a recall.
The value changes from Yes to No when the request status changes to Completed. This means that this field is not useful for creating reports that show a history of recalls. Instead, use the Caused Recall field whose value will remain Yes after the request is completed.
 
Volume Issue The volume and issue of the request for requests of specific volumes.  
Managed by Library (latest step) Indicates which library managed the latest step of the request  
Managed by Unit (latest step) Indicates which unit (department) managed the latest step of the request  
Managed by Desk (latest step) Indicates which desk managed the latest step of the request  
Status (latest step) The status of the latest step of the request  
Associated Course Code The code of a course that was active during the time the item was requested. 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 requested. The item belonged to a citation that was part of the reading list of the course.  
For a video describing the Managed By fields, see the Analytics: Managed by Fields for Requests video.

Booking Request Details

The Booking Request Details table is a dimension table that stores details about requests of type booking, and includes parameters relevant only to booking requests. The primary key is ID.
Booking Request Details
Field Description Additional Information
Booking Start Time The start time of the booking request.  
Booking End Time The end time of the booking request.  
Booking Original Start Time The original start time of the booking request.  
Booking Original End Time The original end time of the booking request.  
Override Booking Request Policy The policy of the override booking request.  

Move Request Details

The Move Request Details table is a dimension table that stores details about move requests and includes parameters relevant only to move requests. The primary key is ORGANIZATION_ID.
Move Request Details
Field Description Additional Information
Move Call Number The call number of the item in the library to which the item is moved.  
Move Call Number Type The call number type of the item in the library to which the item is moved.  
Move Due Back The due back date of the item in the library to which the item is moved  
Move Item Policy The item policy of the item in the library to which the item is moved  
Library Address Line 1 The first line of the address of the institution. It usually includes the building number and the street name. Configuration > General > Add a Library or Edit Library Information > Contact Information tab. This is taken from the address configured as the Preferred address.

The label in Alma is Address Line 1.

Library City The city of the library. Configuration > General > Add a Library or Edit Library Information > Contact Information tab. This is taken from the address configured as the Preferred address.

The label in Alma is City.

Library Code The code of the library to which the item is moved.  
Library Code (Active) The code of the active (not deleted) library to which the item is moved. This field is empty if the library is deleted.
Library Country The country of the library. Configuration > General > Add a Library or Edit Library Information > Contact Information tab. This is taken from the address configured as the Preferred address.

The label in Alma isCountry.

Library Description The description of the library to which the item is moved.  
Library Name The name of the library to which the item is moved.  
Library Name (Active) The name of the active (not deleted) library to which the item is moved. This field is empty if the library is deleted.
Library Postal Code The postal code of the library. Configuration > General > Add a Library or Edit Library Information > Contact Information tab. This is taken from the address configured as the Preferred address.

The label in Alma is Postal code.

Library State Province The state or province of the library. Configuration > General > Add a Library or Edit Library Information > Contact Information tab. This is taken from the address configured as the Preferred address.

The label in Alma is State/Province.

Campus Code The code of the campus to which the item is moved.  
Campus Description The description of the campus to which the item is moved.  
Campus Name The name of the campus to which the item is moved.  
Location Code The code of the location to which the item is moved.  
Location Name The name of the location to which the item is moved.  
Location Type The type of the location to which the item is moved.  

Digitization Request Details

The Digitization Request Details table is a dimension table that stores details about digitization requests and includes parameters relevant only to digitization requests. The primary key is CODE.
Digitization Request Details
Field Description Additional Information
Approval Note The approval note of the digitization request.  
Approval Status The approval status of the digitization request.  
Requires Approval Indicates whether the digitization request requires approval.  
Requires Copyright Clearance Indicates whether the digitization request requires copyright clearance.  
Requires Deposit Indicates whether the digitization request requires a deposit.  
Reject Reason The reject reason of the digitization request.  
Partial Digitization Flag Indicates whether the digitization request is full or partial.  
Patron Digitization Flag Indicates whether the patron made a digitization request.  

Requester

The Requester table is a dimension table that stores details about the requester. The primary key is USER_ID.
The field descriptions can be found in the User Details shared dimension. For a list of user detail fields that can be configured to be anonymized, see Anonymizing Analytics Report Details.
  • 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.
  • Internal - An internal user is one whose core user details are managed within the system such as user name, password, contact information, and so forth.

  • External - An external user is one whose core user details are managed by a student information system.

See the field location in Alma in the image below.

Alma User Details Page - General Information

Request Type

The Request Type table is a dimension table that stores details about the request type. The primary key is CODE.
Request Type
Field Description Additional Information
Request Type Code The request type code. See the table below for a list of request type codes and descriptions
Request Type Description The type of request.  See the table below for a list of request type codes and descriptions

The following table displays the Request Type Code and the corresponding description:

Request Type Codes and Descriptions
Request Type Code Request Type Description
AcqWorkOrder Acquisition technical services
BOOKING Booking request
ELECTRONIC_TO_DIGITIZATION Patron electronic digitization request
GENERAL_DIGITIZATION General digitization request
GENERAL_HOLD General hold request
LIBRARY_ELECTRONIC_DIGITIZATION Library electronic digitization request
LIBRARY_PHYSICAL_DIGITIZATION Library physical digitization request
MOVE_TO_PERMANENT Move permanently
MOVE_TO_TEMPORARY Move temporarily
PATRON_PHYSICAL Patron physical item request
PHYSICAL_TO_DIGITIZATION Patron digitization request
RESOURCE_SHARING_E2D_SHIPMENT Ship digitally from electronic
RESOURCE_SHARING_ITEMLESS_P2D_SHIPMENT Ship digitally
RESOURCE_SHARING_ITEMLESS_PHYSICAL_SHIPMENT Ship physically
RESOURCE_SHARING_P2D_SHIPMENT Ship digitally
RESOURCE_SHARING_PHYSICAL_SHIPMENT Ship physically
RESTORE Restore item
STAFF_ELECTRONIC_DIGITIZATION Staff electronic digitization request
STAFF_PHYSICAL_DIGITIZATION Staff digitization request
TRANSIT_FOR_RESHELVING Transit for reshelving

Request Status

The Request Status table is a dimension table that stores details about the request status. The primary key is CODE.
Request Status
Field Description Additional Information
Request Status Code The request status code.  
Request Status The status of the request. Values can be:
  • Active – The request was activated and there is an available item to fulfill the request.
  • Completed – The request was completed (for example, for hold requests, when the item is loaned).
  • Failed - The request failed. (Alma failed to match an item to the Fulfillment request.)
  • Ready – The request is still in the queue, not activated yet. Currently, there is no available item to fulfill the request.
  • Rejected – The operator canceled an activated request from Alma.
  • Rejected by Library – The request was canceled and the cancellation reason was Canceled at patron's request.
  • Rejected by Patron – The request was canceled and the cancellation reason was Patron no longer interested.

Material Type

The Material Type table is a dimension table that stores details about the material type. The primary key is CODE.
Material Type
Field Description Additional Information
Material Type Code The material type code.  
Material Type Description The material type specified in the request. Values can be: Audiobook, Audio cassette, Book, Compact Disc, Flash Card, Bound Issue, Issue, DVD, and Other.

Request Date

The Request Date table is a dimension table that stores details about the request date. The primary key is DATE_KEY.
Request Date
Field Description Additional Information Data Type Data Size
Request Date The current course end date of the purchase request The date in the format DD/MM/YYYY DATE
Request Time The time the item was requested. The time in the format of HH:MM:SS.. This field allows you to create reports such as the number of requests by hour at the circulation desk. VARCHAR 10
Request Date Start of Week The date of the first business day of the week The date in the format DD/MM/YYYY DATE  
Request Date Week Number The number of the week of the year There are 52 weeks in a year. VARCHAR 2
Request Date 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  
Request Date Month The month of the date in text format The month, for example, "February" VARCHAR 20
Request Date 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
Request Date 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
Request Date Year The year in which the purchase request was modified The year of the date in the format YYYY . For example - 2025 VARCHAR 20
Request Date 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
Request Date 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  
Request Date 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
Request Date Filter Used to filter report results by date Possible values:
  • Current Academic Year
  • Current Fiscal Year
  • Current Month
  • Current Year
  • Last 3 Months
  • Last 30 Days
  • Last 365 Days
  • Last 7 Days
  • Older than 30 Days
  • Older than 60 Days
  • Older than 7 Days
  • Older than 90 Days
  • Previous Complete 12 Months
  • Previous Complete 24 Months
  • Previous Complete Two Years
  • Previous Fiscal Year
  • Previous Month
  • Previous Year
  • Two Fiscal Years Ago
  • Two Years Ago
VARCHAR 100

Request Completion Date

The Request Completion Date is a dimension table that stores details about the request completion date. The primary key is DATE_KEY.
Request Date
Field Description Additional Information
Request Completion Date The date of the request completion.  
Request Completion Start of Week The date of the first business day of the week  
Request Completion Week Number The number of the week of the year  
Request Completion Month The month of the request completion. For example: January, February).
Request Completion Month Key The month key of the request completion (for example: 1, 2, 3). This field is recommended if you want to sort by month.
Request Completion Fiscal Month Key The fiscal month key of the request completion (for example: 1, 2, 3). This field is recommended if you want to sort by month.
Request Completion Full Month The month and the year of the request completion. For example: January 2014.
Request Completion Quarter The quarter of the request completion. For example: Q1, Q2.
Request Completion Year The year of the request completion. For example: 2014.
Request Completion Fiscal Year The fiscal year of the request completion. For example: 2014.
Request Completion Date Filter Used to filter report results by date.  
Request Completion Year-Month The year and the month in a format such as 2023-1  

Owning Library

The Owning Library table is a dimension table that stores details about the library/institution that owns the item used to fulfill a request. If the request is active, the owning library is one of the libraries that has an item of the requested bibliographic record. After fulfillment, it is the library where the item used to fulfill the request is currently located. Request items that are deleted after fulfillment do not have an owning library. The primary key of the table is ORGANIZATION_ID.
The field descriptions are the same as those of the Library Unit shared dimension:
Field Description Field Location in Alma Additional Information Data Type Data Size
Library Address Line 1 The first line of the address of the institution. It usually includes the building number and the street name.

Configuration > General > Add a Library or Edit Library Information > Contact Information tab. This is taken from the address configured as the Preferred address.

The label in Alma is Address Line 1.

  VARCHAR 1000
Library City The city of the library.

Configuration > General > Add a Library or Edit Library Information > Contact Information tab. This is taken from the address configured as the Preferred address.

The label in Alma is City.

  VARCHAR 255
Library Code The library code Configuration > General > Libraries > Add a Library or Edit Library Information > Libraries tab > Path [the text after the period]   VARCHAR 50
Library Code (Active) The code of active (not deleted) libraries Configuration > General > Libraries > Add a Library or Edit Library Information > Libraries tab > Path [the text after the period] The same as Library Code without deleted libraries. VARCHAR 50
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.

  VARCHAR 320
Library Description The library description

Configuration > General > Libraries > Add a Library or Edit Library Information > Libraries tab

The label in Alma is Description.

  VARCHAR 100
Library Name The library name

Configuration > General > Libraries > Add a Library or Edit Library Information > Libraries tab

The label in Alma is Organization Unit Name.

  VARCHAR 255
Library Name (Active) The library name of active (not deleted) libraries

Configuration > General > Libraries > Add a Library or Edit Library Information > Libraries tab

The label in Alma is Organization Unit Name.

The same as Library Name without deleted libraries. VARCHAR 255
Library Postal Code The postal code of the library.

Configuration > General > Add a Library or Edit Library Information > Contact Information tab. This is taken from the address configured as the Preferred address.

The label in Alma is Postal code.

  VARCHAR 200
Library State Province The state or province of the library.

Configuration > General > Add a Library or Edit Library Information > Contact Information tab. This is taken from the address configured as the Preferred address.

The label in Alma is State/Province.

  VARCHAR 320
Unit Type The type of organization unit

Configuration > General > Libraries > Add a Library or Edit Library Information > Libraries tab

The label in Alma is Organization Unit Type.

Values can be Institution/Library VARCHAR 20

Date Needed By

The Date Needed By table is a dimension table that stores details about the date needed by. The primary key is DATE_KEY.
Date Needed By
Field Description Additional Information
Date Needed Month The month of the date that the request is needed.  
Date Needed Start of Week The date of the first business day of the week  
Date Needed Week Number The number of the week of the year  
Date Needed Month Key The month key of the date that the request is needed.  
Date Needed Full Month The full month of the date that the request is needed.  
Date Needed Fiscal Month Key The fiscal month key of the date that the request is needed.  
Date Needed Quarter The quarter of the date that the request is needed.  
Date Needed Year The year of the date that the request is needed.  
Date Needed Fiscal Year The fiscal year of the date that the request is needed.  
Date Needed Date The date that the request is needed.  
Date Needed Date Filter Used to filter report results by date.  
Date Needed Year-Month The year and the month in a format such as 2023-1  

Bibliographic Details

The Bibliographic Details table is a dimension table that stores details about the bibliographic details. The primary key is MMS_ID.
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.

Bibliographic Details
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:

  • (OCLC)

  • (OCoLC)

  • ocm

  • ocn

  • on

  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:

  • (OCLC)

  • (OCoLC)

  • ocm

  • ocn

  • on

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:

  • (OCLC)

  • (OCoLC)

  • ocm

  • ocn

  • on

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:

  • (OCLC)

  • (OCoLC)

  • ocm

  • ocn

  • on

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 bibliographic details publication date comes from 264 subfield c

  • if there is no 264 subfield c, then the publication date comes from 260 subfield c

  • if there is no 264 subfield c and also no 260 subfield c, then the publication date comes from 008 pos. 7-10

The publication date is determined as follows:

  • the bibliographic details publication date comes from 210 subfield d

  • If there is no 210 subfield d, then the publication date comes from field 214 subfield d.

  • if both fields do not exist, then the publication date comes from field 100 subfield a pos. 9-12

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:

  1. Removes non filing text.

  2. Removes <<>> and anything between them.

  3. Removes these characters: []|,.;:"

  4. Changes these characters to a space: !@#$%^&*()_+-={}\<>?/~'

  5. Changes characters to lowercase.

  6. Packs spaces (replace all sequences of more than one space with a single space).

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):

Administrative Bibliographic Details
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:

  • Don't publish

  • Publish BIB

VARCHAR 255
Export to WorldCat

Indicates that publication status is applied to a record.

Possible values:

  • Don't publish

  • Publish Holdings Only

  • Publish BIB

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:

  • if the LC Classification is | a HB3821.I8 |b R3 then the LC Classification Top Line will be HB3821

  • if the LC Classification is | a DF506.5 |b .G27 then the LC Classification Top Line will be DF506.5

  • if the LC Classification is | a N 7353 |b .K513 1965 then the LC Classification Top Line will be N

  • if the LC Classification is | a NOT YET ORDERED then the LC Classification Top Line will be NOT

The LC Classification Top Line will contain one value. For MARC21, if the bibliographic record has:

  • both 090 and 050 then the LC Classification Top Line will come from 090

  • 050 and not 090 then the LC Classification Top Line will come from 050

  • 090 and not 050 then the LC Classification Top Line will come from 090

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:

  • Full field (245)

  • Specific subfields (245 a,b)

  • Ranges and mixes (245 a-c, z)

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:

  • Pending – the title’s digital content is pending to be preserved (for example, the title is marked for preservation but has no digital content to preserve or it has digital content but the preservation process has not started yet)

  • In Process – the title’s digital content is in the process of being preserved in Rosetta

  • Technical Issue – the title’s digital content has a technical issue that prevents it from being preserved

  • Preserved – the title’s digital content is preserved in Rosetta

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:

  • MARC 21

  • DC

  • KORMARC

  • CNMARC

  • UNIMARC

  • LC BF INSTANCE

VARCHAR 4000
Suppressed from Discovery Indicates whether the record is suppressed from external discovery systems. VARCHAR 3

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.
Physical Item Details
Field Description Additional Information
Accession Number A sequential code used to file items on the shelf.  
Barcode The unique identifier of the specific physical item  
Base Status Indicates the availability of the item in its permanent location (in place/not in place)  
Call Number Normalized The normalized call number  
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 Description of the item  
Dewey Top Line Store the first 3 digits of the Dewey classification  
Display Temp Call Number A normalized temporary call number for display  
Due Back Date Indicates the date that an item in a temporary location is due back to its permanent location Date fields can consist of a partial date, such as just the year or a month and year.
Due Back Date (Calendar) Indicates the date that an item in a temporary location is due back to its permanent location Calendar Date fields always consist of a month, date, and year. If the information is not provided, 01 is added, so that a date of 2020 is rendered 01/01/2020. This date format is useful when filtering the report by date.
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 Date fields can consist of a partial date, such as just the year or a month and year.
Expected Receiving Date (Calendar) The date when a purchased item is expected to arrive at the library Calendar Date fields always consist of a month, date, and year. If the information is not provided, 01 is added, so that a date of 2020 is rendered 01/01/2020. This date format is useful when filtering the report by date.
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 Internal notes 1-3  
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 call number of the item  
Item Call Number Type The type of the call number of the item  
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.  
Library City The city of the library.  
Library Country The country of the library.  
Library Name (Active) The library name of active (not deleted) libraries  
Library Postal Code The postal code of the library.  
Library State Province The state or province of the library.  
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.  
Num of Items Stores the number of items (one for each item)  
Originating System ID The ID of the item in the source system from which it has been imported  
Permanent Call Number A code used to file the items on the shelf  
Permanent Call Number Type The call number type. Possible values are:
  • Source specified in subfield $2
  • None
  • Superintendent of Documents classification
  • Shelved separately
  • Shelving control number
  • Other scheme
  • National Library of Medicine classification
  • Dewey Decimal classification
  • Unknown
  • Library of Congress classification
  • Title
Permanent LC Classification Code Stores the letters that the LC class number start with such as BF, QA, etc.  
Permanent LC Classification Number Stores the numbers that follow the letters until the first period that is followed by a letter  
Permanent LC Classification Top Line Stores the LC class number top line that represents the code and numbers until the first period followed by a letter. For example, when lc_class_number is NB933.F44, the top line is NB933).
Permanent Physical Item Location Code The code of the physical item location  
Physical Item ID The ID of the physical item  
PO Line ID The ID of the PO line.  
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)  
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  
Summary Holding Free-text enumeration and chronology data  
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.

 
Temporary Item Policy The code of the temporary item policy  
Temporary Library The temporary library  
Temporary Library Code (Active) The active (not deleted) temporary library code  
Temporary Library Name (Active) The active (not deleted) temporary library name  
Temporary Library Address Line 1 The address 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 Address Line 1.

Temporary Library City The city of the library. Configuration > General > Add a Library or Edit Library Information > Contact Information tab. This is taken from the address configured as the Preferred address.

The label in Alma is City.

Temporary Library Country The country of the library. Configuration > General > Add a Library or Edit Library Information > Contact Information tab. This is taken from the address configured as the Preferred address.

The label in Alma isCountry.

Temporary Library Postal Code The postal code of the library. Configuration > General > Add a Library or Edit Library Information > Contact Information tab. This is taken from the address configured as the Preferred address.

The label in Alma is Postal code.

Temporary Library State Province The state or province of the library. Configuration > General > Add a Library or Edit Library Information > Contact Information tab. This is taken from the address configured as the Preferred address.

The label in Alma is State/Province.

Temporary Physical Location Whether the item is currently (at the time at which the report is run) in a temporary location or in a permanent location.   
Times Loaned The number of loans including in house and not in house loans in Alma and also loans from pre-migration.  
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.      

Request for Course

The Course table is a dimension table that stores details about the course, including the course name, the course year, and the course creator. The primary key of the table is COURSE_ID.
(Leganto only) Currently, when reading lists can be associated with multiple courses, only the first course appears in Analytics. All courses associated with a reading list will appear in Analytics in an upcoming release (at which point all data, past and present, will appear).
Courses
Field Description Additional Information
Academic Department The academic department of the course  
Academic Department Description The description of the academic department of the course  
Course Code The code of the course  
Course Created By The creator of the course  
Course Creation Date The date that the course was created  
Course Instructor The name of the course instructor If there is more than one instructor, the names are separated by a semicolon.
Course Instructor Primary Identifier The primary identifier of the course instructor  
Course Instructor with Primary Identifier The course instructor with the course instructor's primary identifier This field is useful when a course has more than one instructor. This field allows you to display the instructors together with their primary identifiers.
Course Modification Date The date that the course was modified  
Course Modified By The person who modified the course  
Course Name The name of the course  
Course Section The section of the course  
Course Status The status of the course  
Course Submit List By The date by which all reading lists for the course should be submitted  
Course Term The term of the course  
Course Visibility Indicates if the course is archived or unarchived  
Course Year The year of the course  
No list Expected Indicates if the No List Expected checkbox for the course is selected or not Possible values: Checked and Unchecked. You select this checkbox to alert the librarian that this course deliberately does not include a reading list. For more information on this checkbox, see Indicating that Courses Deliberately Have No Reading List.
Number of Participants The number of participants in the course  
Processing Department The processing department of the course  
Processing Department Code The code of the processing department  
Rolled Over From Code The code of the course from which the course was rolled over  
School-Faculty The school or faculty of the Academic Department in which the course was given  
Weekly Hours The weekly hours of the course  

Shared Dimensions with Other Subject Areas

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

Vendor

The Vendor table is a dimension table that stores details about vendors. The data is taken from the PO Line for transactions of type encumbrance and from Invoice Line for transactions of type expenditure. Transactions of type allocation are not related to any particular vendor; therefore, they return a NULL/unknown value for all vendor fields. Vendors are the expected suppliers of materials ordered by the library.
Vendor
Field Description Additional Information
Vendor Code Stores the vendor code unique to the institution All the vendors that have been on the order, not just the active vendor.
Vendor Name Stores the vendor name  
Creation Date The date the vendor was created.  
Modification Date The date the vendor was modified.  
Additional Code A code in addition to the vendor code.  
ERP Code A code used by an institution's financial system, such as the Enterprise Resource Planning (ERP) system  
Vendor Status The status of the vendor Possible values:
  • Active
  • Inactive
  • Deleted

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.

Reports involving data across a collaborative network implementing a Network Zone may take longer to run than reports within one institution.

This dimension is available in every subject area. It contains the following fields:

Institution
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