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    Borrowing Requests

    Using the Borrowing Requests area, the Design Analytics user can create reports/dashboards for the Borrowing Requests area and is able to answer the following types of business questions:
    • Which partners were requested
    • Request counts
    • Which type of users issue the requests
    • Time statistics between request and arrival
    • How many requests were rejected
    • How many requests were completed
    Star Diagram– Borrowing Requests

    Field Descriptions

    The following lists the fields available in Borrowing Requests.
    Borrowing Requests – Field Descriptions

    Borrowing Request Details

    The Borrowing Requests table is a fact table that stores all measures relating to specific borrowing requests from a specific partner. This table also holds details about the borrowing requests, including request status, request format, and locate status. The primary keys are ID and PARTNER_ID.
    Borrowing Requests Details
    Field Description Additional Information
    Request Level Measurements
    Num of Requests Holds the number of patron borrowing requests  
    Number of Request Renewals Holds the number of request renewals  
    Num of Request Renewal Rejections Holds the number of request renewal rejections  
    Num of General Messages Holds the number of general messages  
    Partner Level Measurements
    Num of Partners in Rota (Total) Holds the total number of partners in the Rota  
    Num of Partners in Rota (Consulted) Holds the number of consulted partners in the Rota  
    Num of Active Partner Requests Holds the number of borrowing requests whose Partner Active Status is set to Active  
    Num of Non Fulfilled Partner Requests Holds the number of borrowing requests whose Partner Active Status is set to Reject (indicates that the request to this partner cannot be fulfilled)  
    Num of Canceled Partner Requests Holds the number of canceled partner requests  
    Num of Expired Partner Requests Holds the number of expired partner requests  
    Days of Request for Partner Holds the number of days of request for partner  
    Days of Request to Material Arrival Number of days from when the request was created until the material arrived  
    Days of Request Sent to Material Arrival Number of days from when the request was sent to the partner until the material arrived  
    Days of Request Sent to Non-Fulfilled Number of days past from when the request was sent to the partner until it was rejected (non-fulfilled)  
    Days of Arrival to Patron Loan Number of days from when the material arrived until the patron loaned the item  
    Days of Patron Check-In to Return Number of days from when the patron checked in the item until it was returned to the ILL library  
    Identifier Holds the ISSN/ISBN of the requested resource  
    Internal ID Holds the Unique ID of the borrowing request See the field location in Alma in the figure Borrowing Requests - Edit, below.
    Item ID Holds the Item ID of the borrowing resource  
    Item Loan ID Holds the item loan ID after the item was loaned  
    Fulfillment Request ID Hold Request ID  
    Item Loan Date Holds the date that the material was loaned by the patron  
    Item Return Date Holds the date that the item was returned to the ILL  
    Item Arrival Date Holds the date that the material arrived to the library See the field location in Alma in the figure Borrowing Requests - Audit, below.
    Level of Service The level of service of the borrowing request  
    Partner Active Status Indicates whether the partner record is Active/Rejected/Non-Active/Cancelled/Expired  
    Partner Request Status Indicates the request status of the specific partner  
    Citation Type Indicates whether the resource is an article or book  
    Locate Status Indicates whether the resource is located or not  
    BL Request Targets British Library codes for where to search for the material  
    BL Customer ID Holds the customer code and password of the British Library system  
    BL Requested Delivery Terms British Library codes for the delivery format and speed  
    BL Requested Actions British Library codes for other instructions for queries  
    Needed by Date Holds the date by which this material is needed See the field location in Alma in the figure Borrowing Requests - Edit, below.
    Request Non-Fulfilled Date Holds the date that the request was rejected for this partner  
    Request Sending Date Holds the date that the request was sent to the partner  
    Item Check-In Date Holds the date that the item was returned to the library by the patron  
    Item Loan Indicator Indicates whether the requested resource was loaned  
    Patron Information Indicator Indicates whether more information is needed from the patron  
    Request Completed Indicator Indicates whether the lifecycle of the request is in progress or it is completed  
    Max Fee Holds the maximum fee that the patron is willing to pay for this service See the field location in Alma in the figure Borrowing Requests - Edit, below.
    Agree Copyright Indicates whether the patron has checked the Agree Copyright check box See the field location in Alma in the figure Borrowing Requests - Edit, below.
    Note A text field for comments See the field location in Alma in the figure Borrowing Requests - Edit, below.
    Creator Stores the creation date  
    Modification Date Stores the user name that modified the record  
    Modified By Stores the modification date  
    Borrowing Request Status Holds the status of the request See the field location in Alma in the figure Borrowing Requests - Edit, below.
    Copyright Status The copyright approval status  
    Shipping Cost The shipping cost. See the field location in Alma in the figure Borrowing Requests - Edit, below.
    Shipping Cost Currency The currency of the shipping cost. See the field location in Alma in the figure Borrowing Requests - Edit, below.
    External Identifier The ID of the library that fulfills the borrowing request See the field location in Alma in the figure Borrowing Requests - Edit, below.
    Requested Format Indicates the format of the request (Digital/Physical) See the field location in Alma in the figure Borrowing Requests - Edit, below.
    Borrowing Requests - Edit
    Borrowing Requests - Audit

    Borrowing Creation Date

    The Creation Date table is a dimension table that stores details about the borrowing request 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 that are displayed 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 borrowing request was created. The total number of borrowing requests is listed next to the relevant level in the hierarchy.
    The fields are the same as Loan Date.
    Loan Date
    Field Description Additional Information
    Loan Date Stores the loan date in the date format 2/29/2012  
    Loan 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 month
    Loan Month Stores the month of the date in month description format such as February  
    Loan Full Month Stores the month and the year of the date in a display format such as Feb 12  
    Loan Quarter Stores the quarter of the date in a display format such as Q1  
    Loan Year Stores the year of the date in string format such as 2012  
    Loan Fiscal Year Stores the fiscal year of the date in string format such as 2012.  
    Loan Time Stores the time in the hours:minutes:seconds format for the loan date  
    Loan Date Stores the Hierarchy column that allows the user to drill down from the year to the month to the specific loan date. Using this column provides the user with the option to view the accumulative measures in each level of the hierarchy.  

    Due Date

    The Due Date table is a dimension table that stores details about the due date of transactions, such as month, year, and quarter. The primary keys are Date_Key.
    The fields are the same as for Loan Date.
    Loan Date
    Field Description Additional Information
    Loan Date Stores the loan date in the date format 2/29/2012  
    Loan 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 month
    Loan Month Stores the month of the date in month description format such as February  
    Loan Full Month Stores the month and the year of the date in a display format such as Feb 12  
    Loan Quarter Stores the quarter of the date in a display format such as Q1  
    Loan Year Stores the year of the date in string format such as 2012  
    Loan Fiscal Year Stores the fiscal year of the date in string format such as 2012.  
    Loan Time Stores the time in the hours:minutes:seconds format for the loan date  
    Loan Date Stores the Hierarchy column that allows the user to drill down from the year to the month to the specific loan date. Using this column provides the user with the option to view the accumulative measures in each level of the hierarchy.  

    Partner

    The Partner table is a dimension table that stores the details about the partner to which the borrowing request was sent. The primary key of the table is PARTNER_ID.
    Partner
    Field Description Additional Information
    Partner ID Holds the unique partner ID  
    Partner Name Holds the partner name See the field location in Alma in the figure Borrowing Requests - Partners, below.
    Partner Code Holds the partner code See the field location in Alma in the figure Borrowing Requests - Partners, below.
    Partner Status Holds the partner status (Active/Reject/Non Active) See the field location in Alma in the figure Borrowing Requests - Partners, below.
    Partner Deleted Status Indicates if the partner was deleted.  
    Profile Type Holds the protocol type with which we communicate with the partner (ARTEmail, NCIP) See the field location in Alma in the figure Borrowing Requests - Partners, below.
    Average Supply Time Average time it takes for the supplier to process the request and send the material See the field location in Alma in the figure Borrowing Requests - Partners, below.
    Delivery Delay Average time it takes to send an item back to this supplier See the field location in Alma in the figure Borrowing Requests - Partners, below.
    Currency Holds the currency that this partner is using See the field location in Alma in the figure Borrowing Requests - Partners, below.
    Creation Date Stores the name of the user that created the record  
    Created By Stores the creation date  
    Modification Date Stores the user name that modified the record  
    Modified By Stores the modification date  
    Borrowing Requests - Partners

    Requester

    The Requester table is a dimension table that stores the details about the Staff and Public users that request the item. The primary key of the table is USER_ID.
    The field descriptions can be found in the User Details shared dimension.
    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

    Library Unit

    The Library Unit table is a dimension table that stores details about the library where the borrowing request was created. The primary key of the table is LIBRARYID.
    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

    Bibliographic Details

    The Bibliographic Details table is a dimension table that stores the bibliographic details of the borrowing request item. The fields are from the MMS_DISPLAY table. 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).

    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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