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    Lending Requests

    Using the Lending Requests area, the Design Analytics user may create reports/dashboards for the lending requests area and is able to answer the following types of business questions:
    • Which partners where requested?
    • Lending Request counts
    • Which type of users issue the requests
    • Time statistics between request and sent
    Star Diagram – Lending Requests

    Field Descriptions

    The following lists the fields available in Lending Requests:
    Lending Requests – Field Deceptions

    Lending Requests Details

    The Lending Requests table is a fact table that stores all measures relating to specific Lending requests. This table also holds details about the lending requests including request status, request format, and locate status. The primary key is ID.
    Lending Requests Details
    Field Description Additional Information
    Num of Requests Holds the number of lending requests  
    Number of Non-fulfilled Requests Holds the number of rejected requests  
    Num of Canceled Requests Holds the number of requests canceled by the borrower  
    Num of Expired Requests Holds the number of requests that expired  
    Num of General Messages Holds the count of messages sent between the borrower and lender  
    Days of Request Holds the number of days from when the request was created until the request was completed  
    Days of Request Created to Material Sent Number of days from when the lending request was created until the material was sent to the requested partner  
    Days of Material Sent to Return Number of days from when the material sent to the partner until the material returned to the library  
    Lending Request Status Holds the status of the request See the field location in Alma in the figure Lending Requests - Edit, below.
    Internal ID Holds the Unique ID of the lending request  
    Assign To The staff user that is assigned to handle the lending request  
    Needed by Date Holds the date by which this material is needed See the field location in Alma in the figure Lending Requests - Edit, below.
    Item ID Holds the Item ID of the borrowing resource  
    Item Barcode Holds the item barcode  
    Item Sent Date Holds the date that item was sent to the partner  
    Item Return Date Holds the date that the item returned to the library  
    Identifier Holds the ISSN/ISBN of the requested resource  
    Requester Email Holds the email address of the requester See the field location in Alma in the figure Lending Requests - Edit, below.
    External Request ID Holds the Request ID that arrived from the partner (external system ID) See the field location in Alma in the figure Lending Requests - Edit, below.
    Note Text field for comments See the field location in Alma in the figure Lending Requests - Edit, below.
    Creator Stores the creation date  
    Modification Date Stores the modification date  
    Modified By Stores the user name that modified the record  
    Shipping Cost The shipping cost. See the field location in Alma in the figure Lending Requests - Edit, below.
    Shipping Cost Currency The currency of the shipping cost. See the field location in Alma in the figure Lending Requests - Edit, below.
    Requested Format Indicates the format of the request (Digital/Physical) See the field location in Alma in the figure Lending Requests - Edit, below.
    Citation Type Indicates whether the resource is an article or book  
    Locate Status Indicates whether the resource has been located or not  
    Item Policy Hold the item policy  
    Material Type Holds the Item material type  
    Overdue Indicates if the item is overdue  
    Overdue Sent Date
    The date the last overdue message was sent  
    Lending Requests - Edit

    Lending Creation Date

    The Creation Date table is a dimension table that stores details about the lending 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 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 and from month to the specific date on which the lending request was created. The number of the lending requests is accumulated to the relevant level in the hierarchy.
    Lending Creation Date
    Field Description Additional Information
    Lending Creation Date Stores the lending request creation date in a date format such as 2/29/2012  
    Creation Date Stores the Hierarchy column that allows the user to drill down from the year to the month to the specific creation date. This column provides the user the option to view the cumulative measures in each level of the hierarchy
    The rest of 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.  

    Due Date

    The Due Date table is a dimension table that stores the details about the item's due date such as month, year, or quarter. The key fields can be used when calculations are required, and the description fields can be used for formatting the display of the report. Alma stores the following types of fields.
    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 from which the lending request was received. 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 Description Holds the partner description  
    Partner Status Holds the partner status (Active/Reject/Non Active) See the field location in Alma in the figure Borrowing Requests - Partners, below.
    Profile Type Holds the protocol type used to 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 a 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 the item back to the 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

    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

    Location

    The Location table is a dimension table that stores details about the location of the physical item. 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.

    Bibliographic Details

    The Bibliographic Details table is a dimension table that stores the bibliographic details of the borrowing request 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).

    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
    Modification Date The date that the physical item was modified.  
    Modified By The user that modified the physical item.  
    Creator the username of the operator that created the physical item  
    Creation Date The date that the physical item was created.  
    Alternative Call Number Type An alternative call number type  
    Description Description of the item  
    Barcode The unique identifier of the specific physical item  
    Material Type Describes the nature of the material represented by the item record  
    Item Policy Defines the conditions under which a request for this item can be fulfilled  
    Provenance Code A code used to identify separate items that belong to different groups (but may be shelved together)  
    Base Status Indicates the availability of the item in its permanent location (in place/not in place)  
    Process Type When the item is being processed (acquisition/loan/bindery/etc) this indicates the type of processing  
    Lifecycle Indicates whether the item is active or deleted  
    Chron I The main level of chronology - usually the year  
    Enum A The main level of enumeration - usually the volume  
    Is Magnetic Whether the item is magnetic material or not.  
    Expected Arrival Date The date when a purchased item is expected to arrive at the library  
    Due Back Date Indicates the date that the item is due back at the library  
    Inventory Date The last time inventory was checked (not currently in use)  
    Last Loan Date The last time the item was loaned  
    Statistics Note 1-3 Holds statistic notes  
    Receiving Date The date the material was actually received/activated for the first time  
    Temporary Call Number Type A call number type provided when the item is in a temporary location  
    Display Temporary Call Number A normalized temporary call number for display  
    Originating System ID The ID of the item in the source system from which it has been imported  
    Temporary Physical Location In Use Whether the item is in a temporary location or in a permanent location  
    Time Loaned - not sum The amount of time that the physical item was loaned  
    Permanent Call Number The permanent call number  
    Fulfillment Note The fulfillment note  

    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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