Table of Contents
Scope of the Problem
The problem and workaround described below is only relevant if all of the following are true:
You are retrieving data from the Fulfillment OR Borrowing Requests OR Requests subjects in Alma Analytics.
Within the subjects above, you are using any of the following fields:
Fulfillment: “Loan Details”.”Loans – Linked from Institution Name” OR “Loan Details”.”Loaned at Institution Name” OR "Borrower Details"."User - Linked From Institution Name"
Borrowing Requests: “Requester”.”User – Linked from Institution Name”
Requests: Requester”.”User – Linked from Institution Name”
You are retrieving data prior to March 12, 2024.
This problem does NOT impact the “Institution” folder in all the subject areas that the Network Zone uses to filter data for individual campuses.
Background
Back in December 2022, UC Santa Barbara noticed they were occasionally unable to create orders off Network Zone (NZ) electronic collections for recharge purposes. After much research, Ex Libris told us that the ordering problem was due to a comma in the Organization Unit Name in three campus institutional zones (IZ): UC Merced, UC Santa Barbara, and UC Santa Cruz. In addition, they need to update a backend NZ table to match the IZ names. During testing, we identified no problems with making these changes and it did fix the ordering problem.
However, upon asking the listserv, we learned that there are several fields in Analytics that will continue to retain the old names when older data is retrieved.
Analytics Details
Subject Areas
The following subject areas have potentially problematic fields: Fulfillment, Borrowing Requests, and Requests. If you do not need to use these subject areas, you do not need to worry about the change. In addition, if you are only retrieving fulfillment or request stats for your campus, you do not need to worry about the change. However, even if you are at a campus that did not have a comma in their name, your reports may be impacted when you retrieve loan or request information involving that campus.
Fulfillment
The following fulfillment fields will contain old organization unit names:
“Loan Details”.”Loans – Linked from Institution Name”
“Loan Details”.”Loaned at Institution Name”
"Borrower Details"."User - Linked From Institution Name"
Borrowing Requests
The following Borrowing Requests fields will contain old organization unit names:
“Requester”.”User – Linked from Institution Name”
Requests
The following Requests fields will contain old organization unit names:
Requester”.”User – Linked from Institution Name”
Workaround
If you are filtering using any of the five fields above, make sure to include both the campus name version that include the comma and the version without the comma.
UCM: When filtering for UC Merced, include the following values:
UC Merced
University of California, Merced
University of California Merced
UCSB: When filtering for UC Santa Barbara, include the following values:
University of California, Santa Barbara
University of California Santa Barbara
UCSC: When filtering for UC Santa Cruz, include the following values:
University of California, Santa Cruz
University of California Santa Cruz
Related Documents
Decision Page: Organization Unit Name Change