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WorldShare Reports release notes, February 2022

 

Release Date: February 17, 2022

Introduction

This release of WorldShare Reports and Report Designer provides new features and enhancements. These features will help you manage more complex workflows, including:

  • Utilize normalized call numbers in Circulation universes, and Circulation Events Detail Report
  • Utilize normalized call numbers in Cataloging universe, and New Titles / Removed Titles reports

Many of these enhancements are the direct result of your feedback.

Recommended actions

We encourage you to review all of the items in the release notes to determine whether there are other items that might require additional action or follow-up by your institution.

New features and enhancements

Call number normalization - Circulation

Item Call Number (Normalized) added to Circulation universes

The Circulation universes have been updated to include new fields for normalized call numbers. These fields can be used in your custom queries to sort your output item lists by location on the shelf. A normalized call number allows the values to be sorted naturally by different data tools such as WorldShare Report Designer and Microsoft Excel.

This Item Call Number (Normalized) field contains the normalized call number based on the associated LHR (Local Holdings Record) item. Generation of the value is based on the concatenation of call number classification (852 $h) + call number cutter(s) (852 $i) + call number suffix(es) (852 $m)

 Note: Data will be "N/A" when the circulation item does not have an associated LHR item, e.g. a temporary item (Item Type = TEMPORARY or CIRC_MANAGED) or a withdrawn item.

The following universes are updated:

  • Circulation Events
  • Circulation Fiscal Transactions
  • Circulation Hold Request
  • Circulation Item Status
  • Circulation Scheduled Items

The following fields were added to the above universes:

  • Item Call Number (Normalized): A normalized call number suitable for sorting. Derived from a valid Item LHR Item Call Number when shelving scheme is set to Dewey or Library of Congress.
  • Item Call Number Classification: From 852 $h, part of the call number that defines the subject or topic of an item according to the shelving scheme, e.g., PS3545.E6 for Library of Congress Classification or 021.138 for Dewey Decimal Classification.
  • Item Call Number Cutter: From 852 $i, item part designation of the call number that allows the institution to distinguish between multiple items with the same classification number on the shelf.
  • Item Call Number Main Class: Derived from 852 $h, the primary subject or topic of an item according to the shelving scheme, e.g., P for Library of Congress Classification or 200 for Dewey Decimal Classification.
  • Item Call Number Prefix: From 852 $k, value that defines the first part of the call number. Often used to designate the type of the material (e.g., reference material).
  • Item Call Number Subclass: Derived from 852 $h, the secondary subject or topic of an item according to the shelving scheme, e.g., PS from Library of Congress Classification or 020 from Dewey Decimal Classification.
  • Item Call Number Suffix: From 852 $m, value to distinguish items with the same classification number and cutter on the shelf. Often a date or copy number.
  • Item Call Number Shelving Scheme: From the first indicator value of field 852, determines the classification used to organize an item on the shelf. Possible values include: Library of Congress, Dewey, National Library of Medicine, among others.

Circulation call numbers 2022-02-14_13-01-21.png

Circulation Events Detail Report enhancement

The Item Call Number (Normalized) field was added to the Circulation Events Detail Report. This new field can be used to sort your output by call number.

Circulation Events Detail 2022-02-11_16-58-05.png

Call number normalization - Cataloging

Item Call Number (Normalized) added to Cataloging universe (Volatility Information folder)

The Cataloging universes have been updated to include the new normalized call number field. This field can be used in your custom queries to sort your output item lists by location on the shelf. A normalized call number allows the values to be sorted naturally by different data tools such as WorldShare Report Designer and Microsoft Excel.

This Local Item Call Number (Normalized) field contains the normalized call number based on the associated LHR (Local Holdings Record) item. Generation of the value is based on the concatenation of call number classification (852 $h) + call number cutter(s) (852 $i) + call number suffix(es) (852 $m)

Local Item Call Number (Normalized): A normalized call number suitable for sorting. Derived from a valid Local Item Call Number when shelving scheme is set to Dewey or Library of Congress.

 Note: The Local Item Call Number (Normalized) field in the Cataloging universe will start to be populated on 16 February 2022. Historical data will not be backfilled. Therefore the field only applies to titles added on or after 16 February 2022, or titles removed on or after 16 February 2022.

 Note: This field is added to the Volatility Information folder, which only applies to New Titles and Removed Titles reports. This field cannot be used in conjunction with Title Holding Information or Item Holding Information. Since New Titles and Removed Titles reports are at the title level, the item level data in the Volatility Information folder is based on the first item added for a new title, or the last item removed for a removed title.

Cataloging 2022-02-11_17-04-33.png

New Titles List enhancements

The Local Item Call Number (Normalized) and Title Holding Added Date fields were added to the New Titles List report. The Local Item Call Number (Normalized) will allow for sorting of your list, while the Title Holding Added Date will provide more detailed data about when the title was added to your collection for the given reporting month(s).

The item level data in the New Titles List is based on the first item added for a new title, at the time it was added.

New Titles 2022-02-11_17-15-07.png

 

Removed Titles List enhancements

The Local Item Call Number (Normalized) and Title Holding Removed Date fields were added to the Removed Titles List report. The Local Item Call Number (Normalized) will allow for sorting of your list, while the Title Holding Removed Date will provide more detailed data about when the title was removed from your collection for the given reporting month(s).

The item level data in the Removed Titles List is based on the last item removed for the removed title, at the time it was removed.

Removed Titles 2022-02-11_17-41-47.png

Important links

Support website(s)

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