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    Physical Items

    Using the Physical Items area (formerly Inventory), the Design Analytics user may create reports/dashboards for the Physical Items area and is able to answer the following types of business questions:
    • How many physical Items exists per Library/Location
    • List of all the titles based on their process type
    • Number of Physical Items per material type
    • How many times each item was loaned
    • What is the last date that the item was loaned
    Star Diagram – Physical Items
    For information on how to use Analytics to find duplicate titles with both physical and electronic inventory, see How to Find Duplicate Titles with Both Physical and Electronic Inventory Overview.pdf.

    Field Descriptions

    The following fields are available in Physical Items.
    Physical Items – Field Descriptions

    Physical Item Details

    The Physical Item Details table is a fact table that stores all measures relating to specific physical items such as number of items, time loaned, etc. This table also holds details about the physical items including barcode and material type. The primary key is ITEM_ID.
    Physical Item Details
    Field Description Additional Information
    Num of Items Stores the number of items (one for each item) See the field location in Alma in the figure List of Holdings, below.
    Num of Loans (In house + Not In House) The sum of the in house loans and the not in house loans. This number includes loans with a loan status of inactive as well as in-house loans.
    Num of Loans (In House) The number of items that were used in the library, but not actually loaned  
    Num of Loans (Not In House) The number of items that were actually loaned  
    Item ID Stores the unique ID of the physical item See the field location in Alma in the figure Physical Item Editor – Summary Tab, below.
    Barcode The unique identifier of the specific physical item See the field location in Alma in the figure Physical Items Details Fields in Physical Item Editor – general Information Tab, below.
    Material Type Describes the nature of the material represented by the item record See the field location in Alma in the figure Physical Items Details Fields in Physical Item Editor – general Information Tab, below.
    Item Policy Defines the conditions under which a request for this item can be fulfilled See the field location in Alma in the figure Physical Items Details Fields in Physical Item Editor – general Information Tab, below.
    Provenance Code A code used to identify separate items that belong to different groups (but may be shelved together) See the field location in Alma in the figure Physical Items Details Fields in Physical Item Editor – general Information Tab, below.
    Base Status Indicates the availability of the item in its permanent location (in place/not in place) See the field location in Alma in the figure Physical Item Editor – Summary Tab, below.
    Process Type When the item is being processed (acquisition/loan/bindery/etc) this indicates the type of processing See the field location in Alma in the figure Physical Items Details Fields in Physical Item Editor – general Information Tab, below.
    Lifecycle Indicates whether the item is active or deleted  
    Chron I The main level of chronology - usually the year See the field location in Alma in the figure Physical Items Details Fields in Physical Item Editor – general Information Tab, below.
    Chron J-M Additional chronology fields  
    Enum A The main level of enumeration - usually the volume See the field location in Alma in the figure Physical Items Details Fields in Physical Item Editor – general Information Tab, below.
    Enum B-H Additional enumeration fields  
    Is Magnetic Whether the item is magnetic material or not. This is used in the circulation desk in order not to desensitize magnetic material
    See the field location in Alma in the figure Physical Items Details Fields in Physical Item Editor – general Information Tab, below.
    Expected Arrival Date The date when a purchased item is expected to arrive at the library See the field location in Alma in the figure Physical Items Details Fields in Physical Item Editor – general Information Tab, below (Expected Receiving Date).
    Due Back Date Indicates the date that the item is due back at the library See the field location in Alma in the figure Physical Items Details Fields in Physical Item Editor – general Information Tab, below.
    Receiving Date The date the material was actually received/activated for the first time See the field location in Alma in the figure Physical Items Details Fields in Physical Item Editor – general Information Tab, below.
    Receiving Date and Time The date and time the material was actually received/activated for the first time See the field location in Alma in the figure Physical Items Details Fields in Physical Item Editor – general Information Tab, below.
    Inventory Date The last time inventory was checked (not currently in use)  
    Last Loan Date The last time the item was loaned  
    Temporary Physical Location In Use Whether the item is in a temporary location or in a permanent location See the field location in Alma in the figure Physical Items Details Fields in Physical Item Editor – general Information Tab, below.
    Temporary Call Number Type A call number type provided when the item is in a temporary location See the field location in Alma in the figure Physical Items Details Fields in Physical Item Editor – general Information Tab, below.
    Display Temporary Call Number A normalized temporary call number for display See the field location in Alma in the figure Physical Items Details Fields in Physical Item Editor – general Information Tab, below.
    Alternative Call Number Type An alternative call number type See the field location in Alma in the figure Physical Items Details Fields in Physical Item Editor – general Information Tab, below.
    Display Alternative Call Number A normalized alternative call number for display See the field location in Alma in the figure Physical Items Details Fields in Physical Item Editor – general Information Tab, below.
    Originating System ID The ID of the item in the source system from which it has been imported See the field location in Alma in the figure MARC Record Simple View, below.
    Creator Holds the username of the operator that created the physical item See the field location in Alma in the figure Physical Item Editor – Summary Tab, below.
    Modified By Holds the user name that modified the physical item See the field location in Alma in the figure Physical Item Editor – Summary Tab, below.
    Creation Date Holds the date the physical item was created This date is assigned by Alma when the physical item is created.
    Modification Date Holds the date the physical item was modified See the field location in Alma in the figure Physical Item Editor – Summary Tab, below.
    Num of Loans - not sum Stores the number of times each item was loaned but not as an aggregate like Time Loaned.  
    Statistics Note 1-3 Holds statistic notes See the field location in Alma in the figure Physical Item Editor – Notes Tab, below.
    Description Description of the item See the field location in Alma in the figure Physical Items Details Fields in Physical Item Editor – general Information Tab, below.
    Fulfillment Note The Fulfillment note  
    Internal Note
    1-3
    Internal notes 1-3.  
    Storage Location ID The ID of the storage location.
    Inventory Number The inventory number  
    Inventory Price The price of the physical inventory for each physical item  
    Replacement Cost The replacement cost  
    Pieces The item’s number of pieces.  
    Temporary Item Policy The temporary item policy  
    IEP The IE number for physical items You can use this identifier to reconcile Analytics data, which has only MMS IDs, with the number from record IDs supplied to Primo from Alma. You can then pass the results to a reading list system in order to make relegation and capacity decisions. This number is essential for reports on Fulfillment activity where this number is the only common ID between the two systems.
    Most of the fields of the Physical Items details dimension are taken from the fields of the Physical Item Editor:
    Physical Items Details Fields in Physical Item Editor – general Information Tab
    Physical Item Editor – Summary Tab
    MARC Record Simple View
    Physical Item Editor – Notes Tab

    Holding Details

    The Holding Details table is the dimension table that stores additional details about physical items. The primary key is ITEM_ID.
    Holdings Details
    Field Description Additional Information
    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
    Holding ID The unique identifier of the holding See the field location in Alma in the figure List of Holdings, below.
    Holding Lifecycle
    Indicates if the holdings record is active or deleted.  
    Permanent Call Number A code used to file the items on the shelf See the field location in Alma in the figure List of Holdings, below.
    Normalized Call Number Holds the normalized call number  
    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 Dewey Classification Top Line Store the first 3 digits of the Dewey Classification  
    Accession Number A sequential code used to file items on the shelf.  
    Copy ID When multiple copies of the same title exist at the same library/location, the copy ID is used to identify each of the copies. See the field location in Alma in the figure List of Holdings, below.
    Summary Holding Free-text enumeration and chronology data  
    Some of the fields of the Holdings details dimension are taken from the fields of the List of Holdings:
    List of Holdings

    Item Creation Date

    The Item Creation Date table is a dimension table that stores details about the physical item creation date. Key fields are used whenever calculations are required. Description fields may be used for formatting the display of the report. Alma stores the following types of fields:
    • Calendar Fields – These are date fields as they display in the calendar.
    • Fiscal Date Fields – These are date fields that match the institution's fiscal period. In the examples below, the fiscal period of the institution is for fiscal year 2012 that starts June 1, 2011 and ends May 31, 2012.
    Using this dimension, the user may drill down from year to month to the specific date on which the physical item was created. The number of the physical item is accumulated to the relevant level in the hierarchy.
    Item Creation Date
    Field Description Additional Information
    Item Creation Date Stores the item creation date in a date format such as 2/29/2014.  
    Item Creation Month Key Stores the month of the date in number format such as 2 for February This field is useful when you want to sort by the month, which does not work properly when using the alphabetical field.
    Item Creation Month Stores the month of the date in month description format such as February  
    Item Creation Full Month Stores the month and the year of the date in a display format such as Feb 12 This field is useful when comparing data on a month basis between years.
    Item Creation Quarter Stores the quarter of the date in a display format such as Q1  
    Item Creation Year Stores the year of the date in number format such as 2012  
    Item Creation Fiscal Month Key Stores the fiscal month of the date in number format such as 2 for February This field is useful when you want to sort by the month, which does not work properly when using the alphabetical field.
    Item Creation Fiscal Year Stores the fiscal year of the date in a string format such as 2012. If the fiscal year description is stored in the institution fiscal period configuration table. This value is taken from there.
    Item Creation Date Filter (under construction) Used to filter the item creation date.
    The functionality of this field may change in the future, so this field should not be used for saved reports.
     
    Creation Date Stores the Hierarchy column that allows the user to drill down from the year to the month to the specific modification date. This column provides you with the option of viewing the accumulative measures in each level of the hierarchy.

    Item Modification Date

    The Modification Date table is a dimension table that stores details about modification of physical item inventory.
    The Item Modification date is the date of the last change to the item. Therefore, if on January 19, 2016 the item was in process type Acquisition, on January 20, 2016 the item was in process type Request, and on January 21, 2016 the item was in process type Loan (and no additional change to the item was made after January 21), the Item Modification Date is January 21, 2016.
    Key fields are used whenever calculations are required. Description fields may be used for formatting the display of the report. Alma stores the following types of fields:
    • Calendar Fields – These are date fields as they display in the calendar.
    • Fiscal Date Fields – These are date fields that match the institution's fiscal period. For the examples below, the fiscal period of the institution is for fiscal year 2012 that starts June 1, 2011 and ends May 31, 2012.
    Using this dimension, the user can drill down from year to month to the specific date on which the physical item was created. The number of physical item is accumulated to the relevant level in the hierarchy.
    The Item Modification Date is updated when a core activity is performed, but not a fulfillment activity.
    Item Modification Date
    Field Description Additional Information
    Item Modification Date Stores the item modification date in a date format such as 2/29/2014.  
    Item Modification Month Key Stores the month of the date in number format such as 2 for February This field is useful when you want to sort by the month, which does not work properly when using the alphabetical field.
    Item Modification Month Stores the month of the date in month description format such as February  
    Item Modification Full Month Stores the month and the year of the date in a display format such as Feb 12 This field is useful when comparing data on a month basis between years.
    Item Modification Quarter Stores the quarter of the date in a display format such as Q1  
    Item Modification Year Stores the year of the date in number format such as 2012  
    Item Modification Fiscal Month Key Stores the fiscal month of the date in number format such as 2 for February This field is useful when you want to sort by the month, which does not work properly when using the alphabetical field.
    Item Modification Fiscal Year Stores the fiscal year of the date in a string format such as 2012. If the fiscal year description is stored in the institution fiscal period configuration table, this value is taken from there.
    Item Modification Date Filter Used to filter the item modification date.
    The functionality of this field may change in the future, so this field should not be used for saved reports.
     
    Modification Date Stores the Hierarchy column that allows the user to drill down from the year to the month to the specific modification date. By using this column it provides the user the option to view the accumulative measures in each level of the hierarchy.  

    Bibliographic Details

    The Bibliographic Details table is a dimension table that stores the bibliographic details of the physical item. The primary key of the table is MMS_ID.
    The field descriptions can be found in the Bibliographic Details shared dimension.
    Bibliographic Details
    Field Source in Alma (for Internal Reference) Mapping from MARC
    Title Taken from display.title in the display section of the operational record MARC 245 subfields a,b
    Author Taken from display.author in the display section of the operational record List values, delimiter is (;)
    • MARC 100 excluding Numeric subfields
    • MARC 110 excluding numeric subfields
    • MARC 111 excluding numeric subfields
    ISBN Taken from search.isbn in the search section of the operational record List values, delimiter is ;
    MARC 020 a,e,z
    ISSN Taken from search.issn in the search section of the operational record List values, delimiter is ;
    MARC 022 a,y,e,z
    Publisher Taken from display.publisher_const_b in the display section of the operational record MARC 260 b
    MARC 264 b
    Remove special characters and replace spaces.
    Publication Date Taken from display.date_of_publication in the display section of the operational record MARC 260 c
    Publication Place Taken from display.place_of_pu blication in the display section of the operational record MARC 260 a
    Place Code Taken from display.place_code in the display section of the operational record For MARC21 this is taken from 008 pos. 15-17
    Material Type Taken from search. material_type in the search section of the operational record MARC control LDR Material Type
    Begin Publication Date Taken from display.begin_pub_date in the search section of the operation For MARC21 this is taken from 008 pos. 7-10
    End Publication Date Taken from display.end_pub_date in the search section of the operation For MARC21 this is taken from 008 pos. 11-14
    Category of Material Taken from display. category_of_material in the display section of the operational record Position 0 of the 007 field of the bibliographic record
    Bibliographic Level Taken from display.bib_level in the display section of the operational record Position 7 of the LDR field of the bibliographic record
    Bibliographic ID Taken from display.bib_id in the display section in the operational record MARC 010 excluding numeric subfields
    Network Number Taken from search. other_system_number in the search section of the operational record This field is called "other system number" in Alma List values. The delimiter is ;
    MARC 035 excluding numeric subfields
    Edition Taken from display.complete_edition in the display section of the operational record MARC 250 subfields a,b
    Language Code Taken from display.language in the display section in the operational record For MARC21 this is taken from 008 pos. 35-37
    Series Taken from display.series_small in the display section in the operational record List values, delimiter is ;
    • MARC 830 subfields a,x,v
    • MARC 800 excluding numeric subfields
    • MARC 810 excluding numeric subfields
    Subjects Taken from display.subjects in the display section of the operational record List values, delimiter is ;
    MARC 6XX excluding numeric
    Type of Date Taken from display. type_of_date in the search section of the operational record For MARC21 this is taken from 008 pos. 6
    Uniform Title Taken from display.uniform_title in the display section of the operational record MARC 240 excluding numeric subfields
    MARC 130 subfields a,p
    Resource Type Constructed based on existing bibliographic fields such as the LDR and 008. For more information, see Working with the Resource Type Field.  
    The following table describes other fields in the shared dimension (taken from Alma and not MARC):
    Bibliographic Details
    Field Source in Alma (for Internal Reference)
    Active Course Code The code of an active course.
    Active Course Name The name of an active course.
    MMS ID Stores the MMS ID of the item
    LC Classification Top Line Stores the combined LC code and classification numbers until the first period followed by a letter such as NB933 when the lc_class_number is NB933.F44
    Dewey Classification Stores the Dewey Classification
    Dewey Classification Top Line Stores the first 3 digits of the Dewey Classification
    Local Param1 This field allows you to enrich the bibliographic information exported to Analytics with additional information stored in MARC 9XX local fields in Alma.
    In order to make use of this field, you must contact Ex Libris Support and supply them with a three-digit MARC field code (for example, 901). Following configuration of this field by Ex Libris Support, its value will be available in analytics.
    Local Param2 See the description above.
    Local Param3 See the description above.
    Local Param4 See the description above
    Local Param5 See the description above
    Creator Stores the name of the user that created the record
    Creation Date Stores the creation date
    Modified By Stores the user name that modified the record
    Modification Date Stores the modification date
    Suppressed from Discovery Indicates whether the record is suppressed from external discovery systems
    Bibliographic Lifecycle The Lifecycle of the item. Possible values are Deleted and In Repository. This allows you to filter reports by In Repository/Deleted items.
    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.
    Title (Normalized) The normalized Title. This field is useful when you want to use the normalized title from one subject area to compare with a report with fields from a different subject area.
    ISSN (Normalized) The normalized ISSN. This field is useful when you want to use the normalized ISBN from one subject area to compare with a report with fields from a different subject area.
    ISBN (Normalized)
    The ISBN. Created for uniformity with Title (Normalized) and ISSN (Normalized).

    Library Unit

    The Library Unit table is a dimension table that stores details about the library that manages acquisitions.
    The field descriptions can be found in the Library Unit shared dimension.
    Library Unit
    Field Description Additional Information
    Library Code Stores the library code  
    Library Description Stores the library description  
    Library Name Stores the library name  
    Unit Type Store the type of organization unit Values can be Institution/Library

    Location

    Location
    Field Description Additional Information
    Campus Code Stores the code of the campus where the physical item is located. This value is calculated through the library campus.
    Campus Name Stores the description of the campus. This value is calculated through the library campus.
    Campus Description Stores the name of the campus. This value is calculated through the library campus.
    Library Code Stores the library code to which the location of the physical item belongs. It is recommended to use the Library Code field of the Library Unit dimension instead of this one.
    Library Name Stores the library name to which the location of the physical item belongs. It is recommended to use the Library Name field of the Library Unit dimension instead of this one.
    Library Desc Stores the library description to which the location of the physical item belongs.  
    Location Code Stores the code of the location of the physical item.  
    Location Name Stores the name of the location of the physical item.  
    Location Type Stores the type of the location of the physical item, whether it is open stack or closed stack.  
    Call Number Type Stores the call number type used by the location of the physical item.  
    External Name Stores the name to be displayed to patrons for the location of the physical item.  
    Remote Storage Code Points to a remote storage location where the physical items are stored, if one exists.  
    Location Stores the Hierarchy column that allows the user to drill down from the campus to the library and then to the location of the physical item. This column provides the user with the option to have the user view the accumulative measures (num_of_items) in each level of the hierarchy.

    LC Classification

    Using this dimension, the user can drill down from Group1 to Group4. In each level, the user may see measures accumulated to the relevant group and see the number of items grouped by classification.
    The field descriptions can be found in the LC Classifications shared dimension.
    LC Classifications
    Field Description Additional information
    Start Range Stores the start range of the group such as PS501  
    End Range Stores the end range of the group such as PS689  
    Classification Code Stores the letters in the beginning of the range such as PS  
    Start Range Number Stores the numbers that come after the letter in the start range  
    End Range Number Stores the numbers that come after the letter in the end range  
    Group1 Stores the name of the first level  
    Group2 Stores the name of the second level  
    Group3 Stores the name of the third level  
    Group4 Stores the name of the fourth level  
    Classifications Stores the Hierarchy column that allows the user to drill down from the first level of the classification to the fourth level. Using this column provides the user with the option to view the accumulative measures  

    Dewey Classifications

    Books can be classified with Dewey Classifications.
    In Dewey Classifications, topics are ordered in a hierarchy that is indicated by a three digit number. The highest level of the hierarchy is indicated by a number with one significant digit followed by two zeros, such as 600. The second level in the hierarchy is indicated by a number with two significant digits followed by one zero, such as 630. The third level in the hierarchy is indicated by a number with three significant digits such as 636.
    Note that the Dewey number is taken from the 852 subfield h of the holdings record and not from the 082 of the bibliographic record.
    The field descriptions can be found in the Dewey Classifications shared dimension.
    Dewey Classifications
    Field Description Additional information
    Dewey Number Holds the first 3 digits of the Dewey Classification.  
    Group1 Stores the name of the first level.  
    Group2 Stores the name of the second level.  
    Group3 Stores the name of the third level.  
    Dewey Classifications Stores the Hierarchy column that allows the user to drill down from the first level of the Dewey Classification to the third level. Using this column provides the user with the option to view the accumulative measures (loans or returns) in each level of the hierarchy.  

    Temporary Location

    The Temporary Location table is a dimension table that stores details about the temporary location where the physical item is located. The primary key of the table is LIBRARYID and LOCATION_CODE.
    Location
    Field Description Additional Information
    Campus Code Stores the code of the campus where the physical item is located. This value is calculated through the library campus.
    Campus Name Stores the description of the campus. This value is calculated through the library campus.
    Campus Description Stores the name of the campus. This value is calculated through the library campus.
    Library Code Stores the library code to which the location of the physical item belongs. It is recommended to use the Library Code field of the Library Unit dimension instead of this one.
    Library Name Stores the library name to which the location of the physical item belongs. It is recommended to use the Library Name field of the Library Unit dimension instead of this one.
    Library Desc Stores the library description to which the location of the physical item belongs.  
    Location Code Stores the code of the location of the physical item.  
    Location Name Stores the name of the location of the physical item.  
    Location Type Stores the type of the location of the physical item, whether it is open stack or closed stack.  
    Call Number Type Stores the call number type used by the location of the physical item.  
    External Name Stores the name to be displayed to patrons for the location of the physical item.  
    Remote Storage Code Points to a remote storage location where the physical items are stored, if one exists.  
    Location Stores the Hierarchy column that allows the user to drill down from the campus to the library and then to the location of the physical item. This column provides the user with the option to have the user view the accumulative measures (num_of_items) in each level of the hierarchy.

    PO Line

    The PO Line table is a dimension table that stores details about the PO and the PO Line that is associated with the fund transaction. PO Line is the management unit of the order. The inventory item holds all information needed to create the inventory item, fund transaction, as well as manage the receiving, renewing, and activating ordered inventory items. The primary key of the table is PO_LINE_ID.
    PO Line
    Field Description Additional Information
    PO Number Stores the business identifier of the PO related to the PO line. See the field location in Alma in PO Line Summary Page.
    PO Line Reference Stores the business identifier of the PO line This is the POL number in Alma. See the field location in Alma in PO Line Summary Page.
    Item Description Description of the item The description entered for the PO line. Note that this field is not taken from the bibliographic details. It is useful when no item is related to the PO line. See the field location in Alma in PO Line Summary Page.
    Status Stores the business status of the PO line as Active, Canceled, or Closed  
    Order Line Type The order line type as it appears in the order in Alma See the field location in Alma in PO Line Summary Page.
    Order Line Type Code A short code for the Order line type See the field location in Alma in PO Line Summary Page.
    Sent Date Stores the date that the PO/ PO line is sent to the vendor See the field location in Alma in PO Line Summary Page.
    Currency The currency of the transaction. See the field location in Alma in Alma PO Line Page – Pricing Information.
    List Price The list price for a single copy of the item See the field location in Alma in Alma PO Line Page – Pricing Information.
    Net Price A calculation of the total price for the PO line based on the list price per copy, the discount, and the number of copies ordered See the field location in Alma in Alma PO Line Page – Pricing Information.
    Quantity For Pricing The number of items to be paid for. The quantity for pricing and the number of items to create may be different in a case of discounted pricing through a deal such as "buy two items and get a third item at no additional charge." See the field location in Alma in Alma PO Line Page – Pricing Information.
    Discount The discount amount. See the field location in Alma in Alma PO Line Page – Pricing Information.
    Vendor Name The vendor name as defined in the Alma vendor details definitions. See the field location in Alma in Alma Vendor Details Page – Vendor General Details.
    Vendor Code The vendor code as defined in the Alma vendor details definitions. See the field location in Alma in Alma Vendor Details Page – Vendor General Details below.
    Vendor Account Description The vendor description as defined in the Alma vendor account definitions. See the field location in Alma in Alma Vendor Details Page – Accounts.
    Vendor Account Code The vendor description as defined in the Alma vendor account definitions See the field location in Alma in Alma Vendor Details Page – Accounts.
    Vendor Contact Person ID Stores the related vendor contact person ID  
    Vendor Reference Number Type Stores the type of the reference number See the field location in Alma in Alma PO Line Page – Pricing Information.
    Vendor Reference Number Store the reference number for the PO line in Alma, as provided by the vendor. Serves as a matching point for identifying a PO line in Alma See the field location in Alma in Alma PO Line Page – Pricing Information.
    Material Supplier The vendor supplying the material being ordered The material supplier field as displayed in Alma PO line page. This is a concatenation of: name (code)/account description (account code).
    See the field location in Alma in Alma PO Line Page – Vendor Information.
    Note To Vendor Notes to the vendor. See the field location in Alma in Alma PO Line Page – PO Line Details.
    Acquisition Method Stores the method by which the PO Line is acquired with the default value set as Purchase. This value may affect when the PO Line is sent. See the field location in Alma in Alma PO Line Page – PO Line Details.
    Rush Indicates whether the PO line is to be rushed. See the field location in Alma in Alma PO Line Page – PO Line Details.
    Cancellation Restriction Indicates if a cancellation restriction note, containing a warning upon the cancellation of a PO line, is configured to be displayed. See the field location in Alma in Alma PO Line Page – PO Line Details.
    Cancellation Restriction Note The warning to be displayed when canceling a PO line. See the field location in Alma in Alma PO Line Page – PO Line Details.
    Cancellation Reason Stores the reason that a PO line is canceled and displays only on canceled lines. Values are in the code table POLineCancellationReasons  
    Is Claimed Flags the PO Line if there is an open claim to the vendor. A PO line is claimed if the items were not received.  
    Shipping Method Stores the method for the vendor to ship the order Per the values in Shipping Method code table defined in the acquisition configuration menu
    Ship to Address ID Stores the library shipping address that should be used by the vendor See the field location in Alma in Vendor Address Details Page.
    Shipped To Address Line 1-5 The shipped to address lines. See the field location in Alma in Vendor Address Details Page.
    Shipped To Address City The shipped to city. See the field location in Alma in Vendor Address Details Page.
    Shipped To Address Country The shipped to country. See the field location in Alma in Vendor Address Details Page.
    PO Line Creation Date Stores the timestamp of the PO line creation date.  
    PO Line Modification Date Stores the timestamp of the PO line modification date  
    PO Creation Date Stores the timestamp of the PO creation date  
    PO Modification Date Stores the timestamp of the PO modification date  
    Expected Activation Date Stores the expected date for the resource activation by vendor for electronic PO lines See the field location in Alma in Alma PO Line Page – Vendor Information.
    Expected Activation Interval For electronic PO Lines, the number of days after ordering that you expect electronic orders to be activated The default value is taken from the Vendor Account Details page. See the field location in Alma in Alma PO Line Page – Vendor Information.
    Claiming Date The number of days from the expected receipt/activation date to the date on which the PO line is sent to the claims task list The default value is taken from the Claiming grace period field on the Vendor Account Details.
    Subscription From Date Stores the date for the beginning of a subscription for continuous orders  
    Subscription To Date Stores the date for the end of a subscription for continuous orders  
    Receiving Date (Latest in POL) This field allows you to retrieve the latest receiving date for an item in a PO line. This is useful, since a PO line can have several items and each of the items may have a different receiving date
    Expected Receiving Date Stores the expected date for physical items to be received from the vendor for physical PO lines The default value is taken from the Vendor Account Details page. See the field location in Alma in Alma PO Line Page – Vendor Information.
    Expected Receipt after Ordering Interval For physical PO Lines, the number of days after ordering that you expect physical orders to be received See the field location in Alma in Alma PO Line Page – Vendor Information.
    Receiving Note Text enabling the Purchasing Operator to indicate to the Receiving Operator the intended location of serial order items in which no inventory items are created.  
    Receiving Status Stores an indication of whether or not all physical items were received  
    Renewal Date Stores the date of the PO line’s next renewal for continuous orders See the field location in Alma in Alma PO Line Page - Renewal Information.
    Renewal Reminder Period Determines how many days before renewal is mail regarding that renewal sent See the field location in Alma in Alma PO Line Page - Renewal Information.
    Renewal Cycle Stores the cycle for the autorenewal job for continuous orders. For example, if it is set to one year, the PO line is renewed in one year. Defined in RenewalCycle code table. See the field location in Alma in Alma PO Line Page - Renewal Information.
    Manual Renewal Stores an indication that the PO line is renewed manually or automatically See the field location in Alma in Alma PO Line Page - Renewal Information.
    PO Creator Stores the user name that created the PO  
    PO Line Creator Stores the user name that created the PO line  
    PO Modified By Stores the user name that modified the PO  
    PO Line Modified By Stores the user name that modified the PO line  
    Interested Users Displays the interested users for the PO line. in case more than one user is added to the PO line, values are concatenated List of interested user in Alma is displayed in the interested users tab of the PO line. Note that in order to search for a specific user, you should use the contain filter in order to find also cases that more than 1 user was added to the PO.
    Assigned To Stores the user that is assigned to the order  
    Application Used for identifying migrated lines  
    CKB ID Stores a reference to the electronic collection PID for electronic PO lines  
    License ID Stores the ID of the license of the PO line that is relevant for electronic PO lines  
    Source Type Stores the source from which the PO line originated. Values for example: EOD, Manual, Migration, and so forth  
    Source ID Stores the source file ID used for the EOD lines  
    Associated PO Line PO line associated with the current one  
    Association Type The type of association between PO lines, such as defined by user or by a process or job.  
    Reporting Code Stores the reporting code that is used.  
    Reporting Code Description Stores the description of the reporting code  
    Invoice Status The status of the invoice  
    Additional Order Reference An additional identifier for the PO line  
    PO Line Summary Page
    • The order type will be added to analytics in a future release. Currently the order type code is available.
    • The PO line status is not currently mapped to analytics and will be added in a future release.
    Alma PO Line Page – Pricing Information
    Alma PO Line Page – Vendor Information
    Alma Vendor Details Page – Vendor General Details
    Alma Vendor Details Page – Accounts
    Alma PO Line Page – PO Line Details
    Vendor Address Details Page
    Alma PO Line Page – Vendor Information
    Alma PO Line Page - Renewal Information

    Fund Information

    This dimension allows you to report on fund information together with physical item information. The Receiving Date field from the Physical Item Details folder can be used together with library, location, and fund information to create reports combining receiving date and fund.
    This dimension enables you to answer the following business question: What is the cost per use for physical inventory? Some applications of this question are the following:
    • What is the number of physical items purchased with specific funds during the past year?
    • What is the number of loans by fund that purchased the loaned item?
    • What is the average number of loans per physical item for physical items purchased in the past year with specific funds?
    • Which funds used to purchase items in the last year had the lowest rate of circulation for those items?
    • How much money was expended on items acquired in a given fiscal year that have not circulated within X number of years, with a breakdown by fund, call number, and location?
    The Fund Information dimension contains the following folders:
    • Fund Instructions (Tooltip) - A tooltip that explains how to use the Fund Information dimension
    • Fund Measures
      Fund Measures
      Field Description Additional Information
      Fund Amount When an item is retrieved, this is the amount that came out of the specific fund for the specific item. It is a transaction of type Expenditure.  
      Num of Items per Fund When a specific fund is retrieved, this is the number of items ordered from that fund. (One item can be for multiple funds.)  
      Num of Loans per Fund When a specific fund is retrieved, this is the number of loans for items ordered from that fund. (Since one item can be for multiple funds, one loan can also be from multiple funds.)  
      % from Funds When a specific fund is retrieved, this is the percentage of the price of the item that came from that fund. If there is one fund, it will be 100%. If the item cost is 100 USD and fund A spent 30 USD on it and fund B spent 70 USD on it, the % from Funds is 30% for fund A and 70% for fund B.  
    • PO Line Type, Fund Ledger, Fund Fiscal Period - For more information, see the Funds Expenditure subject area.

    Institution

    The shared Institution dimension allows the network institution to view reports according to institution. It is available in every subject area. It contains the following fields:
    Institution
    Field Description Additional information
    Institution Code The code of the institution.  
    Institution Name The name of the institution.  
    If an analytics report is run from a member institution 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.

    Shared Dimensions with Other Subject Areas

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