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    User Details

    The User Details table is a shared dimension table that stores the details about users. For example, in the Fulfillment subject area there is a dimension for the users that loaned the item, the staff users that handled the loan, and the staff users that returned the item.
    The following chapter describes the fields available in this shared dimension.
    • Academic institutions store information about individuals, including personal details and information about their activities. Due to privacy concerns, such data must be anonymized 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.
    User Details
    Field Description Additional information
    User ID Stores the unique ID of the user  
    Primary identifier Stores the primary identifier that the user uses in order to log on to Alma See the field location in Alma in Alma User Details Page – General Information.
    User Type Stores the values Internal and External.
    • Internal - An internal user is one whose core user details are managed within the system such as user name, password, contact information, and so forth.
    • External - An external user is one whose core user details are managed by a student information system.
    See the field location in Alma in Alma User Details Page – General Information.
    User Group Stores the group with which the user is associated such as Faculty, Graduate, or Student See the field location in Alma in Alma User Details Page – General Information.
    User Record Type Indicates if the user is a Public User or a Staff User See the field location in Alma in Alma User Details Page – General Information.
    First Name Stores the user’s first name See the field location in Alma in Alma User Details Page – General Information.
    Last Name Stores the user’s last name See the field location in Alma in Alma User Details Page – General Information.
    Middle Name Stores the middle name of the user See the field location in Alma in Alma User Details Page – General Information.
    Job Description Stores free-form text that describes the function of the user in the library See the field location in Alma in Alma User Details Page – General Information.
    Job Title Stores the job category definition to which the user belongs based on the Job Categories code table See the field location in Alma in Alma User Details Page – General Information.
    Gender Stores male or female See the field location in Alma in Alma User Details Page – General Information.
    Birth Date Stores the birth date of the user See the field location in Alma in Alma User Details Page – General Information.
    Campus Code Stores the campus code of the user See the field location in Alma in Alma User Details Page – General Information.
    Status Date Stores the date on which the patron was registered in the university See the field location in Alma in Alma User Details Page – General Information.
    Status Indicates if the user is active See the field location in Alma in Alma User Details Page – General Information.
    Creation Date Stores the date that the user was created in the system See the field location in Alma in Alma User Details Page – General Information.
    Modified By Stores the name of the user that modified the user record See the field location in Alma in Alma User Details Page – General Information.
    Modification Date Stores the date of the modification of the user record See the field location in Alma in Alma User Details Page – General Information.
    Expiry Date Stores the date on which the user is to expire and no longer be able to get service from the system See the field location in Alma in Alma User Details Page – General Information.
    Changing the user expiry date is one way to control item due dates that extend beyond the end of a semester and must be shortened to the end of the semester. For more information, see How to Make Items Have Due Dates at the End of the Semester.
    Locked Out Date Indicates the date on which the user is locked out. A user is locked out if he tries to access the Alma system several times with incorrect credentials.  
    Purge Date Stores the date on which the user record is to be deleted from Alma See the field location in Alma in Alma User Details Page – General Information.
    Default Language Stores the default language of the user See the field location in Alma in Alma User Details Page – General Information.
    Failed Authentication Stores the number of times that the user tried to access Alma with an incorrect password  
    Creator Stores the user name of the user that created the user in the system See the field location in Alma in Alma User Details Page – General Information.
    External ID Stores the ID of the user in the originating system  
    Identifier 1 Stores identifier 1. The identifier field allows you to enrich the user details exported to Analytics with additional identifiers. Choosing a specific identifier to be included in the user details is done in Alma (in a table that is currently restricted to Ex Libris staff). For assistance in defining this field, contact Ex Libris Support.  
    Identifier 2 Stores identifier 2. See details in "identifier 1" above.  
    Statistical Categories 1-5 These fields allow you to map five statistical categories. This allows you to filter reports based on advanced user information typically stored in the statistical category fields.  
    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.  
    Alma User Details Page – General Information
    Alma User Details Page – General Information

    Configuring Statistical Categories to Be Displayed in Alma Analytics

    Alma allows you to label users according to statistical categories, which can be grouped into category types. (For more information on configuring statistical categories and category types, see Configuring Statistical Categories, Creating Statistical Category Types, and Mapping Statistical Categories to Category Types.)
    You can configure Analytics to display the statistical categories of a type in reports.
    To configure category types:
    1. From the main menu, open the Analytics User Statistics page (Administration > Analytics > Configuration Menu > Analytics User Statistics). The following page opens:
      Analytics User Statistics
    2. For each statistic field, select from the Description drop-down list the statistical type that you want to map to that field.
    3. Click Customize.
      The statistical categories of the type you mapped are displayed in reports that include the field.

    Example of Configuring Statistical Categories to Be Displayed in Alma Analytics

    The procedure to configure statistical categories to be displayed in Alma Analytics consists of the following steps:
    1. Configure category types. These are groups under which you place statistical categories. Examples of category types are Housing, Country of Origin, and Status.
    2. Configure statistical categories. These are items that are groups under category types. Examples of statistical categories are Dormitory, Canada, and Paid.
    3. Place the statistical categories under category types. For example, Dormitory under Housing, Canada under Country of Origin, and Paid under Status.
    4. Link a statistical type to one of the statistics fields in analytics.
    The following is an example of how to configure Statistical Categories/Types to be displayed in Alma Analytics.
    1. From the Category Types Configuration page (Administration > User Management Configuration > Configuration Menu > User Details > Category Types), configure several category types (For more information, see Creating Statistical Category Types.) For example:
      • Discipline
      • Housing
      • Country of Origin
      • Local/Foreign
      • Status
      • Campus
      Category Types
    2. From the Statistical Categories configuration page (Administration > User Management Configuration > Configuration Menu > User Details > Statistical Categories), configure several statistical categories. (For more information, see Configuring Statistical Categories.) For example:
      Statistical Categories
    3. From the Statistical Categories/Types Configuration page (Administration > User Management Configuration > Configuration Menu > User Details > Statistical Categories/Types), place statistical categories under category types. (For more information, see Mapping Statistical Categories to Category Types.) For example:
      Statistical Categories/Types
    4. From the Analytics User Statistics Configuration page (Administration > Analytics > Configuration Menu > Analytics User Statistics) link a statistical type to one of the statistics fields. (For more information, see Configuring Statistical Categories to Be Displayed in Alma Analytics.)
    When creating a report with the statistics field you configured, the statistical categories of that type are displayed in the report.
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