Report objects M-P
View all report objects M-P available to build custom report queries and to retrieve data for custom and standard reports.
| M N O P M |
Material Format
Material Subformat
| Description | Sub-category of an item’s material format that defines the physical or digital nature of the item (e.g., DVD, cassette, eMusic, etc.). |
| Type | Dimension |
| Universe | Cataloging | Group Activity | Group Titles | Institution Title Holdings | LHR Item Detail |
| Appears in | New Titles List | Removed Titles List |
Memberships Started
| Description | The number of library memberships that were activated in WorldShare Management Services (WMS).
Note: This circulation activity is derived from WMS transactions only. It does not include circulation activity from a previous ILS. |
| Type | Measure |
| Universe | Circulation Events |
| Appears in |
Monographic Series Order Item Number
| Description | The order item number of the monographic series to which the current monograph order item belongs. |
| Type | Dimension |
| Universe | Acquisitions |
| Appears in | Receiving Activity by Location |
Month Name
| Description | Name of the month. |
| Type | Dimension |
| Universe | Cataloging | E-Resources COUNTER 4 | Group Titles |
| Appears in |
Month Number
| Description | Numeric value representing the month of the year (e.g., 12). |
| Type | Dimension |
| Universe | Cataloging | E-Resources COUNTER 4 | Group Titles |
| Appears in |
Multimedia Total Item Requests (IR_M1)
| Description | The number of times that users requested the full content (i.e., full video) of an item. Sourced from the IR_M1 report. |
| Type | Measure |
| Universe | E-Resources COUNTER 5 |
| Appears in | COUNTER 5 Multimedia/Journal Article Usage Detail | COUNTER 5 Multimedia/Journal Article Usage Summary |
My Holds Collection UID
| Description | Do not use. |
| Type | Dimension |
| Universe | Overlap |
| Appears in |
New Group Titles
| Description | The number of new titles added to the group collection for a given timeframe. |
| Type | Measure |
| Universe | Group Activity |
| Appears in | Count of New and Removed Group Titles |
New Titles
| Description | The number of new titles added to a collection for a given time frame. |
| Type | Dimension |
| Universe | Cataloging |
| Appears in |
NLM Call Number
| Description | Value that defines the classification of an item on the shelf in the library according to the NLM (National Library of Medicine) scheme. It uses the letters Q to W to cover the general fields of knowledge and subdivides each field by the use of decimals and letters. |
| Type | Dimension |
| Universe | Cataloging | Group Activity | Group Titles | Institution Title Holdings | LHR Item Detail | Serials Received |
| Appears in |
No License Access Denial Count
| Description | Number of times users were denied access to an electronic resource because they were not licensed to access content. |
| Type | Measure |
| Universe | E-Resources COUNTER 4 |
| Appears in |
OCLC Number
| Description | The OCLC Control Number is a unique, sequentially assigned number associated with a record in WorldCat. The number is included in a WorldCat record when the record is created. The OCLC Control Number enables successful implementation and use of many OCLC products and services, including WorldCat Discovery and WorldCat Navigator. OCLC encourages the use of the OCLC Control Number in any appropriate library application, where it can be treated as if it is in the public domain. |
| Type | Dimension |
| Universe | Acquisitions | Cataloging | Group Activity | Group Titles | Institution Title Holdings | LHR Item Detail | Overlap | Serials Received |
| Appears in | New Titles List | Open Encumbrances | Removed Titles List | Serials Received Summary Report | Title Copy Detail Report | Titles Held by a Single Institution |
OCLC Request ID
| Description | The unique, numeric identifier assigned to each request created in or submitted to OCLC's ILL network. |
| Type | Dimension |
| Universe | Interlibrary Loan |
| Appears in | Document Delivery Request Detail |
On Hold Count
| Description | =If [Item Status Current Status] <> "On Hold" Then 0 Else [Count Items] |
| Type | |
| Universe | Circulation Item Status |
| Appears in | Circulation Dashboard |
On-Order Item Status
| Description | A value that determines whether the order item appears as “on order” in the public catalog prior to receipt. Many libraries allow patrons to request titles that are ordered but not yet received. |
| Type | Dimension |
| Universe | Acquisitions |
| Appears in |
Open Access Filled Count
| Description | The number of open access requests completed in the ILL system. |
| Type | Measure |
| Universe | Interlibrary Loan |
| Appears in |
Open Access Filled Turnaround Time
| Description | The number of days it took for a request to be completed via open access link, i.e. created to closed. |
| Type | Measure |
| Universe | Interlibrary Loan |
| Appears in |
Optional 12 Month Range
| Description | Do not use. |
| Type | Filter |
| Universe | Acquisitions |
| Appears in |
Order Account Number
| Description | Value associated with an order that identifies the specific account that the institution has with a vendor. A library may have multiple account numbers for a vendor. This value is optional and may also be referred to as a sub-account or customer number. |
| Type | Dimension |
| Universe | Acquisitions |
| Appears in |
Order Created Date
| Description | The date and time that the order was created. |
| Type | Dimension |
| Universe | Acquisitions |
| Appears in |
Order Created Day
| Description | The enumerated day (1-31) of the month the order was created. |
| Type | Dimension |
| Universe | Acquisitions |
| Appears in |
Order Created Day Name
| Description | The day of the week (e.g., Wednesday) the order item was created. |
| Type | Dimension |
| Universe | Acquisitions |
| Appears in |
Order Created Month
| Description | The enumerated month of the year (e.g., 11) the order item was created. |
| Type | Dimension |
| Universe | Acquisitions |
| Appears in |
Order Created Month Name
| Description | The month name (e.g., November) the order item was created. |
| Type | Dimension |
| Universe | Acquisitions |
| Appears in |
Order Created Staff Full Name
| Description | The name of the staff member who created the order. |
| Type | Dimension |
| Universe | Acquisitions |
| Appears in |
Order Created Year
| Description | The year the order item was created. |
| Type | Dimension |
| Universe | Acquisitions |
| Appears in |
Order Date
| Description | Date the order was placed. |
| Type | Dimension |
| Universe | Acquisitions |
| Appears in | Open Encumbrances | Vendor Performance |
Order Day
| Description | The enumerated day (1-31) of the month an order was placed. |
| Type | Dimension |
| Universe | Acquisitions |
| Appears in |
Order Day Name
| Description | The day of the week (e.g., Wednesday) an order was placed. |
| Type | Dimension |
| Universe | Acquisitions |
| Appears in |
Order Item Claim Count
| Description | Number of claims for an order item. |
| Type | Measure |
| Universe | Acquisitions |
| Appears in |
Order Item Created Date
| Description | The date and time the order item was created. |
| Type | Dimension |
| Universe | Acquisitions |
| Appears in | Circulation Add-Delete Report |
Order Item Created Day
| Description | The enumerated day (1-31) of the month the order item was created. |
| Type | Dimension |
| Universe | Acquisitions |
| Appears in |
Order Item Created Day Name
| Description | The day of the week (e.g., Wednesday) the order item was created. |
| Type | Dimension |
| Universe | Acquisitions |
| Appears in |
Order Item Created Month
| Description | The enumerated month of the year (e.g., 11) the order item was created. |
| Type | Dimension |
| Universe | Acquisitions |
| Appears in |
Order Item Created Month Name
| Description | The month name (e.g., November) the order item was created. |
| Type | Dimension |
| Universe | Acquisitions |
| Appears in |
Order Item Created Staff Full Name
| Description | The name of the staff member who created the order item. |
| Type | Dimension |
| Universe | Acquisitions |
| Appears in |
Order Item Created Year
| Description | The year the order item was created. |
| Type | Dimension |
| Universe | Acquisitions |
| Appears in |
Order Item Custom Field Label
| Description |
The label used to describe a library-defined field of an acquisitions order item.
|
| Type | Dimension |
| Universe | Acquisitions |
| Appears in |
Order Item Custom Field Value
| Description |
A library-defined field used to store additional information about an acquisitions order item.
|
| Type | Dimension |
| Universe | Acquisitions |
| Appears in |
Order Item Discount Amount (Per Unit)
| Description | Monetary amount indicating the discount for a single unit of an item on an order. |
| Type | Measure |
| Universe | Acquisitions |
| Appears in |
Order Item Discount Percentage
| Description | Discount for an order item as a percentage. |
| Type | Dimension |
| Universe | Acquisitions |
| Appears in |
Order Item EDIFACT Last Updated Date
| Description | The most recent date when the vendor provided an EDIFACT order item response on an order item. |
| Type | Dimension |
| Universe | Acquisitions |
| Appears in |
Order Item EDIFACT Last Updated Day
| Description | The enumerated day (1-31) of the month the vendor most recently provided an EDIFACT order item response on an order item. |
| Type | Dimension |
| Universe | Acquisitions |
| Appears in |
Order Item EDIFACT Last Updated Day Name
| Description | The day of the week (e.g., Wednesday) the vendor most recently provided an EDIFACT order item response on an order item. |
| Type | Dimension |
| Universe | Acquisitions |
| Appears in |
Order Item EDIFACT Last Updated Month
| Description | The enumerated month of the year (e.g., 11) the vendor most recently provided an EDIFACT order item response on an order item. |
| Type | Dimension |
| Universe | Acquisitions |
| Appears in |
Order Item EDIFACT Last Updated Month Name
| Description | The month name (e.g., November) the vendor most recently provided an EDIFACT order item response on an order item. |
| Type | Dimension |
| Universe | Acquisitions |
| Appears in |
Order Item EDIFACT Last Updated Year
| Description | The year the vendor most recently provided an EDIFACT order item response on an order item. |
| Type | Dimension |
| Universe | Acquisitions |
| Appears in |
Order Item Expected Fulfillment Date
| Description | The date for which an order item is expected to be fulfilled by the vendor. |
| Type | Dimension |
| Universe | Acquisitions |
| Appears in |
Order Item Expected Fulfillment Date Source
| Description | Value representing the entity that set the expected fulfillment date of an order item, e.g., VENDOR, STAFF, SYSTEM. |
| Type | Dimension |
| Universe | Acquisitions |
| Appears in |
Order Item Expected Fulfillment Day
| Description | The enumerated day (1-31) of the month an order item is expected to be fulfilled by the vendor. |
| Type | Dimension |
| Universe | Acquisitions |
| Appears in |
Order Item Expected Fulfillment Day Name
| Description | The day of the week (e.g., Wednesday) an order item is expected to be fulfilled by the vendor. |
| Type | Dimension |
| Universe | Acquisitions |
| Appears in |
Order Item Expected Fulfillment Month
| Description | The enumerated month of the year (e.g., 11) an order item is expected to be fulfilled by the vendor. |
| Type | Dimension |
| Universe | Acquisitions |
| Appears in |
Order Item Expected Fulfillment Month Name
| Description | The month name (e.g., November) an order item is expected to be fulfilled by the vendor. |
| Type | Dimension |
| Universe | Acquisitions |
| Appears in |
Order Item Expected Fulfillment Year
| Description | The year an order item is expected to be fulfilled by the vendor. |
| Type | Dimension |
| Universe | Acquisitions |
| Appears in |
Order Item Requires Attention Flag
| Description | Value ("Y" or "N") indicating if the order item needs attention and/or response to the vendor by library staff. |
| Type | Dimension |
| Universe | Acquisitions |
| Appears in |
Order Item Vendor Response
| Description | Value containing the vendor's response to the status of an order item, e.g., ORDER_CONFIRMED, DELAYED, etc. Possible values include:
|
| Type | Dimension |
| Universe | Acquisitions |
| Appears in |
Order Item Future Encumbered Amount
| Description | The monetary amount accrued for all copies of an order item, including discounts, taxes, service charges, and shipping. |
| Type | Measure |
| Universe | Acquisitions |
| Appears in |
Order Item Last Modified Date
| Description | Most recent date and time the order item was updated (changes saved). |
| Type | Dimension |
| Universe | Acquisitions |
| Appears in |
Order Item Last Modified Day
| Description | The enumerated day (1-31) of the month the order item was last modified. |
| Type | Dimension |
| Universe | Acquisitions |
| Appears in |
Order Item Last Modified Day Name
| Description | The day of the week (e.g., Wednesday) the order item was last modified. |
| Type | Dimension |
| Universe | Acquisitions |
| Appears in |
Order Item Last Modified Month
| Description | The enumerated month of the year (e.g., 11) the order item was last modified. |
| Type | Dimension |
| Universe | Acquisitions |
| Appears in |
Order Item Last Modified Month Name
| Description | The month name (e.g., November) the order item was last modified. |
| Type | Dimension |
| Universe | Acquisitions |
| Appears in |
Order Item Last Modified Staff Full Name
| Description | The name of the staff member who last modified the order item. |
| Type | Dimension |
| Universe | Acquisitions |
| Appears in |
Order Item Last Modified Year
| Description | The year the order item was last modified. |
| Type | Dimension |
| Universe | Acquisitions |
| Appears in |
Order Item Number
| Description | Identifier for an order item automatically generated by the system and unique for that institution across all vendors. |
| Type | Dimension |
| Universe | Acquisitions |
| Appears in | Title Copy Detail Report |
Order Item Service Charges (Per Unit)
| Description | Monetary amount indicating the service charges to be paid to a vendor for a single unit of an item on an order. |
| Type | Measure |
| Universe | Acquisitions |
| Appears in |
Order Item Shipping Amount (Per Unit)
| Description | Monetary amount charged for the shipping cost on a single unit of an order item. |
| Type | Measure |
| Universe | Acquisitions |
| Appears in |
Order Item Tax 1 Amount (Per Unit)
| Description | Monetary amount charged for the primary tax on a single unit of an order item. |
| Type | Measure |
| Universe | Acquisitions |
| Appears in |
Order Item Tax 1 Percentage
| Description | A percentage value (of up to 3 decimal places) entered by the user and indicating the primary tax of the item. This value is multiplied by the price to calculate the tax amount. |
| Type | Dimension |
| Universe | Acquisitions |
| Appears in |
Order Item Tax 2 Amount (Per Unit)
| Description | Monetary amount charged for a secondary tax on a single unit of an order item. |
| Type | Measure |
| Universe | Acquisitions |
| Appears in |
Order Item Tax 2 Percentage
| Description | A percentage value (of up to 3 decimal places) entered by the user and indicating the secondary tax of the item. This value is multiplied by the price to calculate the tax amount. |
| Type | Dimension |
| Universe | Acquisitions |
| Appears in |
Order Item Total Amount
| Description | Total amount for all copies of an order item, including discounts, taxes, service charges, and shipping. |
| Type | Measure |
| Universe | Acquisitions |
| Appears in |
Order Item Unit Price
| Description | Price for a single copy of an order item (i.e., quantity = 1) as a monetary amount. |
| Type | Measure |
| Universe | Acquisitions |
| Appears in | Title Copy Detail Report |
Order Last Modified Date
| Description | The date and time the order was last modified. |
| Type | Dimension |
| Universe | Acquisitions |
| Appears in |
Order Last Modified Day
| Description | The enumerated day (1-31) of the month the order was last modified. |
| Type | Dimension |
| Universe | Acquisitions |
| Appears in |
Order Last Modified Day Name
| Description | The day of the week (e.g., Wednesday) the order was last modified. |
| Type | Dimension |
| Universe | Acquisitions |
| Appears in |
Order Last Modified Month
| Description | The enumerated month of the year (e.g., 11) the order was last modified. |
| Type | Dimension |
| Universe | Acquisitions |
| Appears in |
Order Last Modified Month Name
| Description | The month name (e.g., November) the order was last modified. |
| Type | Dimension |
| Universe | Acquisitions |
| Appears in |
Order Last Modified Staff Full Name
| Description | The name of the staff member who last updated an order. |
| Type | Dimension |
| Universe | Acquisitions |
| Appears in |
Order Last Modified Year
| Description | The year the order item was last modified. |
| Type | Dimension |
| Universe | Acquisitions |
| Appears in |
Order Month
| Description | The enumerated month of the year (e.g., 11) an order was placed. |
| Type | Dimension |
| Universe | Acquisitions |
| Appears in |
Order Month Name
| Description | The month name (e.g., November) an order was placed. |
| Type | Dimension |
| Universe | Acquisitions |
| Appears in |
Order Name
| Description | Name or description provided by the user for an order. Used to provide an internal way to reference the order by the institution. |
| Type | Dimension |
| Universe | Acquisitions |
| Appears in | Title Copy Detail Report |
Order Notes
| Description | Note for an order that describes the purpose or status of the order, changes to an order over time, etc. |
| Type | Dimension |
| Universe | Acquisitions |
| Appears in |
Order Number
| Description | Identifier for an order automatically generated by the system and unique for that Institution across all vendors. |
| Type | Dimension |
| Universe | Acquisitions |
| Appears in | Open Encumbrances | Title Copy Detail Report |
Order Placed Date
| Description | The date and time the order was placed. |
| Type | Dimension |
| Universe | Acquisitions |
| Appears in |
Order Placed Day
| Description | The enumerated day (1-31) of the month an order was placed. |
| Type | Dimension |
| Universe | Acquisitions |
| Appears in |
Order Placed Day Name
| Description | The day of the week (e.g., Wednesday) an order was placed. |
| Type | Dimension |
| Universe | Acquisitions |
| Appears in |
Order Placed Month
| Description | The enumerated month of the year (e.g., 11) an order was placed. |
| Type | Dimension |
| Universe | Acquisitions |
| Appears in |
Order Placed Month Name
| Description | The month name (e.g., November) an order was placed. |
| Type | Dimension |
| Universe | Acquisitions |
| Appears in |
Order Placed Staff Full Name
| Description | The name of the staff member who placed the order. |
| Type | Dimension |
| Universe | Acquisitions |
| Appears in |
Order Placed Year
| Description | The year an order was placed. |
| Type | Dimension |
| Universe | Acquisitions |
| Appears in |
Order Status
| Description | Value that determines whether an order is submitted/placed or not. |
| Type | Dimension |
| Universe | Acquisitions |
| Appears in |
Order Type
| Description | An order belongs to one of the following types: Approval Plan, Purchase Order, Gift/Donation List, DDA Plan, Blanket Order, Standing Order, or Legal Deposit List. The type determines a number of factors in how the order is handled, including whether the order needs to be placed before items can be received or invoiced. |
| Type | Dimension |
| Universe | Acquisitions |
| Appears in | Open Encumbrances | Payment Activity by Classification | Payment Activity by Fund | Payment Activity by Location | Payment Activity by Material Format | Payment Activity by Processing Type | Payment Activity by Requestor | Payment Activity by Vendor | Receiving Activity by Location | Title Copy Detail Report | Vendor Performance |
Order Year
| Description | The year an order was placed. |
| Type | Dimension |
| Universe | Acquisitions |
| Appears in |
Original Order Item Number
| Description | System-supplied Order Item Number of the original subscription order item, e.g., PO-2014-1004-1, OIN-2014-1004-1, OIN-2014-1667, etc. |
| Type | Dimension |
| Universe | Acquisitions |
| Appears in |
Original Request ID
| Description | The OCLC request ID of an existing request used to create a new request. |
| Type | Dimension |
| Universe | Interlibrary Loan |
| Appears in |
Other Access Denial Count
| Description | Number of access denials to an electronic resource due to other denial types; i.e., not due to simultaneous user limits or lack of license. |
| Type | Measure |
| Universe | E-Resources |
| Appears in |
Other System Request ID
| Description | The identifier assigned to a request created or managed in a local or non-OCLC ILL application. |
| Type | Dimension |
| Universe | Interlibrary Loan |
| Appears in |
Overlap
| Description | =[total records]-[Distinct] |
| Type | |
| Universe | E-Resources COUNTER 4 |
| Appears in | WorldCat knowledge base - Collection Overlap Summary Report | WorldCat knowledge base - My Collection Overlap Summary Report |
Part of Monographic Series Indicator
| Description | A flag ('Y' or 'N') to indicate if the copy for a given order item is part of a monographic series order item. |
| Type | Dimension |
| Universe | Acquisitions |
| Appears in | Payment Activity by Classification | Payment Activity by Fund | Payment Activity by Location | Payment Activity by Material Format | Payment Activity by Processing Type | Payment Activity by Requestor | Payment Activity by Vendor |
Part-Section Name of Work
| Description | From the 245 $p of the bibliographic record, a name designation of a part/section of a work used in a title. |
| Type | Dimension |
| Universe | Cataloging | Group Activity | Group Titles | Institution Title Holdings | LHR Item Detail |
| Appears in |
Part-Section Number of Work
| Description | From the 245 $n of the bibliographic record, the number designation for a part/section of a work used in a title. |
| Type | Dimension |
| Universe | Cataloging | Group Activity | Group Titles | Institution Title Holdings | LHR Item Detail |
| Appears in |
Patron Address Type
| Description | The category of the patron’s primary mailing address (e.g., Home, Work, Other). |
| Type | Dimension |
| Universe | Circulation Events | Circulation Fiscal Transactions | Circulation Hold Request | Circulation Item Status | Circulation Patron Information | Circulation Scheduled Items |
| Appears in | Patron Information Detail Report |
Patron Address Validation Flag
| Description | A flag representing whether or not a patron’s mailing address been confirmed by the library as valid. |
| Type | Dimension |
| Universe | Circulation Events | Circulation Fiscal Transactions | Circulation Hold Request | Circulation Item Status | Circulation Patron Information | Circulation Scheduled Items |
| Appears in |
Patron Barcode
| Description | The unique, machine-readable code representing the patron. Used to identify the patron when performing library functions such as check-in, check-out, etc. |
| Type | Dimension |
| Universe | Circulation Events | Circulation Fiscal Transactions | Circulation Hold Request | Circulation Item Status | Circulation Patron Information | Circulation Scheduled Items |
| Appears in | All Checked Out Items Report | Circulation Events Detail Report | Daily Payments Report | Fiscal Detail Report | Group All Checked Out Items Report | Group Open Holds Request Report | Group Overdue Items Report | Holds Ready for Pickup Report | Open Holds Report | Overdue Items Aging Report | Patron Information Detail Report |
Patron Blocked Flag
| Description | A flag representing whether or not a patron has been blocked (manually) by a library staff user. The patron will be unable to check out materials if this flag is set. |
| Type | Dimension |
| Universe | Circulation Events | Circulation Fiscal Transactions | Circulation Hold Request | Circulation Item Status | Circulation Patron Information | Circulation Scheduled Items |
| Appears in | Patron Information Detail Report |
Patron Borrower Category
| Description | An identifier used to categorize patrons based on the type of library user they are (e.g., Adult, Faculty, Student, etc.). Libraries sometimes refer to this as the patron type. |
| Type | Dimension |
| Universe | Circulation Events | Circulation Fiscal Transactions | Circulation Hold Request | Circulation Item Status | Circulation Patron Information | Circulation Scheduled Items |
| Appears in | All Checked Out Items Report | Fiscal Detail Report | Group All Checked Out Items Report | Group Overdue Items Report | Open Holds Report | Outstanding Fees and Bills Report | Overdue Items Aging Report | Patron Counts Summary Report | Patron Information Detail Report | Recalled Items Report |
Patron City/Locality
| Description | The city of the patron's primary mailing address. |
| Type | Dimension |
| Universe | Circulation Events | Circulation Fiscal Transactions | Circulation Hold Request | Circulation Item Status | Circulation Patron Information | Circulation Scheduled Items |
| Appears in | All Checked Out Items Report | Group All Checked Out Items Report | Open Holds Report | Outstanding Fees and Bills Report | Patron Information Detail Report |
Patron Count
| Description | The number of patrons. |
| Type | Measure |
| Universe | Circulation Patron Information |
| Appears in | Patron Counts Summary Report |
Patron Country
| Description | The country of the patron's primary mailing address. |
| Type | Dimension |
| Universe | Circulation Events | Circulation Fiscal Transactions | Circulation Hold Request | Circulation Item Status | Circulation Patron Information | Circulation Scheduled Items |
| Appears in | Patron Information Detail Report |
Patron Created Date
| Description | Date/time the identity record was created in the system. Refer to Patron Registration Date for when the patron record was registered for use. |
| Type | Dimension |
| Universe | Circulation Events | Circulation Fiscal Transactions | Circulation Hold Request | Circulation Item Status | Circulation Patron Information | Circulation Scheduled Items |
| Appears in | Open Holds Report | Patron Information Detail Report |
Patron Custom Category 1
| Description | A library-defined field used to store additional information about a patron. |
| Type | Dimension |
| Universe | Circulation Events | Circulation Fiscal Transactions | Circulation Hold Request | Circulation Item Status | Circulation Patron Information | Circulation Scheduled Items |
| Appears in | All Checked Out Items Report | Circulation Events Detail Report | Group All Checked Out Items Report | Group Overdue Items Report | Overdue Items Aging Report | Patron Counts Summary Report | Patron Information Detail Report | Recalled Items Report |
Patron Custom Category 2
| Description | A library-defined field used to store additional information about a patron. |
| Type | Dimension |
| Universe | Circulation Events | Circulation Fiscal Transactions | Circulation Hold Request | Circulation Item Status | Circulation Patron Information | Circulation Scheduled Items |
| Appears in | All Checked Out Items Report | Circulation Events Detail Report | Group All Checked Out Items Report | Group Overdue Items Report | Overdue Items Aging Report | Patron Counts Summary Report | Patron Information Detail Report | Recalled Items Report |
Patron Custom Category 3
| Description | A library-defined field used to store additional information about a patron. |
| Type | Dimension |
| Universe | Circulation Events | Circulation Fiscal Transactions | Circulation Hold Request | Circulation Item Status | Circulation Patron Information | Circulation Scheduled Items |
| Appears in | All Checked Out Items Report | Circulation Events Detail Report | Group All Checked Out Items Report | Group Overdue Items Report | Overdue Items Aging Report | Patron Counts Summary Report | Patron Information Detail Report | Recalled Items Report |
Patron Custom Category 4
| Description | A library-defined field used to store additional information about a patron. |
| Type | Dimension |
| Universe | Circulation Events | Circulation Fiscal Transactions | Circulation Hold Request | Circulation Item Status | Circulation Patron Information | Circulation Scheduled Items |
| Appears in | All Checked Out Items Report | Circulation Events Detail Report | Group All Checked Out Items Report | Group Overdue Items Report | Overdue Items Aging Report | Patron Counts Summary Report | Patron Information Detail Report | Recalled Items Report |
Patron Date of Birth
| Description | The date of birth for a patron. |
| Type | Dimension |
| Universe | Circulation Events | Circulation Fiscal Transactions | Circulation Hold Request | Circulation Item Status | Circulation Patron Information | Circulation Scheduled Items |
| Appears in | Open Holds Report | Patron Information Detail Report |
Patron Email Address
| Description | The primary email address for the patron. An email address flagged as primary will be used to send notices to the patron. |
| Type | Dimension |
| Universe | Circulation Events | Circulation Fiscal Transactions | Circulation Hold Request | Circulation Item Status | Circulation Patron Information | Circulation Scheduled Items |
| Appears in | All Checked Out Items Report | Group All Checked Out Items Report | Holds Ready for Pickup Report | Open Holds Report | Outstanding Fees and Bills Report | Patron Information Detail Report |
Patron Email Address Type
| Description | The category of the patron’s primary email address (e.g., Home, Work, Other). |
| Type | Dimension |
| Universe | Circulation Events | Circulation Fiscal Transactions | Circulation Hold Request | Circulation Item Status | Circulation Patron Information | Circulation Scheduled Items |
| Appears in | Patron Information Detail Report |
Patron Email Address Validation Flag
| Description | A flag representing whether or not a patron’s email address been confirmed by the library as valid. |
| Type | Dimension |
| Universe | Circulation Events | Circulation Fiscal Transactions | Circulation Hold Request | Circulation Item Status | Circulation Patron Information | Circulation Scheduled Items |
| Appears in |
Patron Expiration Date
| Description | The date that the patron user record expires, thereby making them inactive in the library system. Patron is no longer able to check out books or other library resources. |
| Type | Dimension |
| Universe | Circulation Events | Circulation Fiscal Transactions | Circulation Hold Request | Circulation Item Status | Circulation Patron Information | Circulation Scheduled Items |
| Appears in | All Checked Out Items Report | Group All Checked Out Items Report | Open Holds Report | Patron Information Detail Report |
Patron Expired Flag
| Description | A flag indicating that the patron user record has expired, thereby making them inactive in the library system. Patron is no longer able to check out books or other library resources. |
| Type | Dimension |
| Universe | Circulation Events | Circulation Fiscal Transactions | Circulation Hold Request | Circulation Item Status | Circulation Patron Information | Circulation Scheduled Items |
| Appears in | Patron Counts Summary Report | Patron Information Detail Report |
Patron Family Name
| Description | The patron’s surname or last name. The family name is the part of a patron’s name handed down from generation to generation. |
| Type | Dimension |
| Universe | Circulation Events | Circulation Fiscal Transactions | Circulation Hold Request | Circulation Item Status | Circulation Patron Information | Circulation Scheduled Items |
| Appears in | All Checked Out Items Report | Group All Checked Out Items Report | Group Overdue Items Report | Holds Ready for Pickup Report | Open Holds Report | Overdue Items Aging Report | Patron Information Detail Report | Recalled Items Report |
Patron Full Name
| Description | A concatenation of the patron’s given name and family name. |
| Type | Dimension |
| Universe | Circulation Events | Circulation Fiscal Transactions | Circulation Hold Request | Circulation Item Status | Circulation Patron Information | Circulation Scheduled Items |
| Appears in |
Patron Gender
| Description | The biological sex (male or female) of a given patron. |
| Type | Dimension |
| Universe | Circulation Events | Circulation Fiscal Transactions | Circulation Hold Request | Circulation Item Status | Circulation Patron Information | Circulation Scheduled Items |
| Appears in | All Checked Out Items Report | Group All Checked Out Items Report | Open Holds Report | Patron Information Detail Report |
Patron Given Name
| Description | The patron's first name or forename that distinguishes a member of the same family. |
| Type | Dimension |
| Universe | Circulation Events | Circulation Fiscal Transactions | Circulation Hold Request | Circulation Item Status | Circulation Patron Information | Circulation Scheduled Items |
| Appears in | All Checked Out Items Report | Group All Checked Out Items Report | Group Overdue Items Report | Holds Ready for Pickup Report | Open Holds Report | Overdue Items Aging Report | Patron Information Detail Report | Recalled Items Report |
Patron Home Branch Name
| Description | The library branch that is designated as the preferred branch for a given patron. For public libraries, this is usually the branch at which the patron registered for a library card. |
| Type | Dimension |
| Universe | Circulation Events | Circulation Fiscal Transactions | Circulation Hold Request | Circulation Item Status | Circulation Patron Information | Circulation Scheduled Items |
| Appears in | Holds Ready for Pickup Report | Open Holds Report | Outstanding Fees and Bills Report | Patron Counts Summary Report | Patron Information Detail Report |
Patron ILL Approved Flag
| Description | Value ('Y', 'N', or 'N/A') indicating if the patron is explicitly approved for ILL services. If the institution has set to require approval for new ILL patron accounts in Service Configuration, then a value of 'Y' would indicate the patron is approved. |
| Type | Dimension |
| Universe | Circulation Events | Circulation Fiscal Transactions | Circulation Hold Request | Circulation Item Status | Circulation Patron Information | Circulation Scheduled Items |
| Appears in | Patron Information Detail Report |
Patron ILL Blocked Flag
| Description | Value ('Y', 'N', or 'N/A') indicating if the patron is blocked from ILL services. A value of 'Y' would indicate the patron is indeed blocked. A value of 'N' or ‘N/A’ would indicate the patron is not blocked. |
| Type | Dimension |
| Universe | Circulation Events | Circulation Fiscal Transactions | Circulation Hold Request | Circulation Item Status | Circulation Patron Information | Circulation Scheduled Items |
| Appears in | Patron Information Detail Report |
Patron ILL Identifier
| Description | The unique identifier assigned to the patron who can request ILL services. |
| Type | Dimension |
| Universe | Circulation Events | Circulation Fiscal Transactions | Circulation Hold Request | Circulation Item Status | Circulation Patron Information | Circulation Scheduled Items |
| Appears in | Patron Information Detail Report |
Patron ILL Patron Type
| Description | The borrower category (e.g., Undergraduate) of the patron, supplied by the institution. |
| Type | Dimension |
| Universe | Circulation Events | Circulation Fiscal Transactions | Circulation Hold Request | Circulation Item Status | Circulation Patron Information | Circulation Scheduled Items |
| Appears in | Patron Information Detail Report |
Patron ILL Pickup Location
| Description | The default library branch or location at which the patron can pick up their ILL request. |
| Type | Dimension |
| Universe | Circulation Events | Circulation Fiscal Transactions | Circulation Hold Request | Circulation Item Status | Circulation Patron Information | Circulation Scheduled Items |
| Appears in | Patron Information Detail Report |
Patron Institution Name
| Description | A patron’s organization (e.g., library, museum, or consortium) that uses one or more OCLC services. |
| Type | Dimension |
| Universe | Circulation Events | Circulation Fiscal Transactions | Circulation Hold Request | Circulation Item Status | Circulation Patron Information | Circulation Scheduled Items |
| Appears in | Group All Checked Out Items Report | Group Circulation Events Detail Report | Group Open Holds Request Report | Group Overdue Items Report |
Patron Institution Symbol
| Description | The three or five-character code assigned by OCLC to identify a member institution. This is often referred to as the OCLC symbol. |
| Type | Dimension |
| Universe | Circulation Events | Circulation Fiscal Transactions | Circulation Item Status | Circulation Patron Information | Circulation Scheduled Items |
| Appears in |
Patron Is Deleted
| Description | Do not use. |
| Type | Filter |
| Universe | Circulation Events | Circulation Hold Request | Circulation Item Status | Circulation Scheduled Items |
| Appears in |
Patron Last Activity Date
| Description | The last date of patron activity. Actions that update the last activity date are check out, check in, renew, create hold request, pickup hold, create item schedule/booking, pay bill, and SIP2 authentication. |
| Type | Dimension |
| Universe | Circulation Events | Circulation Fiscal Transactions | Circulation Hold Request | Circulation Item Status | Circulation Patron Information | Circulation Scheduled Items |
| Appears in | Patron Information Detail Report |
Patron Last Modified Date
| Description | The most recent date that the patron's record was modified. |
| Type | Dimension |
| Universe | Circulation Events | Circulation Fiscal Transactions | Circulation Hold Request | Circulation Item Status | Circulation Patron Information | Circulation Scheduled Items |
| Appears in | Patron Information Detail Report |
Patron Last Modified User
| Description | User who last updated the patron record. |
| Type | Dimension |
| Universe | Circulation Events | Circulation Fiscal Transactions | Circulation Hold Request | Circulation Item Status | Circulation Patron Information | Circulation Scheduled Items |
| Appears in | Patron Information Detail Report |
Patron Membership Expiration Date
| Description | The expiration date of the patron's most recent membership period. |
| Type | Dimension |
| Universe | Circulation Events | Circulation Fiscal Transactions | Circulation Hold Request | Circulation Item Status | Circulation Patron Information | Circulation Scheduled Items |
| Appears in |
Patron Membership Policy Name
| Description | The name of the library's membership policy that applies to the patron's most recent membership. |
| Type | Dimension |
| Universe | Circulation Events | Circulation Fiscal Transactions | Circulation Hold Request | Circulation Item Status | Circulation Patron Information | Circulation Scheduled Items |
| Appears in |
Patron Membership Start Date
| Description | The date when a patron's most recent membership fee was fully paid or waived, and the membership period began. |
| Type | Dimension |
| Universe | Circulation Events | Circulation Fiscal Transactions | Circulation Hold Request | Circulation Item Status | Circulation Patron Information | Circulation Scheduled Items |
| Appears in |
Patron Membership Status
| Description | The patron's most recent membership status, e.g., Active, Pending, etc. |
| Type | Dimension |
| Universe | Circulation Events | Circulation Fiscal Transactions | Circulation Hold Request | Circulation Item Status | Circulation Patron Information | Circulation Scheduled Items |
| Appears in |
Patron Phone Number
| Description | The primary telephone number for the patron. A telephone number flagged as primary will be used to contact the patron regarding overdue materials and other library correspondence. |
| Type | Dimension |
| Universe | Circulation Events | Circulation Fiscal Transactions | Circulation Hold Request | Circulation Item Status | Circulation Patron Information | Circulation Scheduled Items |
| Appears in | All Checked Out Items Report | Group All Checked Out Items Report | Holds Ready for Pickup Report | Open Holds Report | Outstanding Fees and Bills Report | Patron Information Detail Report |
Patron Phone Type
| Description | The category of the patron’s primary telephone type (e.g., Home, Work, Mobile). |
| Type | Dimension |
| Universe | Circulation Events | Circulation Fiscal Transactions | Circulation Hold Request | Circulation Item Status | Circulation Patron Information | Circulation Scheduled Items |
| Appears in | Patron Information Detail Report |
Patron Phone Validation Flag
| Description | A flag representing whether or not a patron’s telephone number has been confirmed by the library as valid. |
| Type | Dimension |
| Universe | Circulation Events | Circulation Fiscal Transactions | Circulation Hold Request | Circulation Item Status | Circulation Patron Information | Circulation Scheduled Items |
| Appears in |
Patron Postal Code
| Description | The postal code (e.g., zip code) of the patron’s primary mailing address. |
| Type | Dimension |
| Universe | Circulation Events | Circulation Fiscal Transactions | Circulation Hold Request | Circulation Item Status | Circulation Patron Information | Circulation Scheduled Items |
| Appears in | All Checked Out Items Report | Group All Checked Out Items Report | Open Holds Report | Outstanding Fees and Bills Report | Patron Counts Summary Report | Patron Information Detail Report |
Patron Proxy Address 1
| Description | The first street address line of the patron proxy's primary mailing address. |
| Type | Dimension |
| Universe | Circulation Hold Request |
| Appears in |
Patron Proxy Address 2
| Description | The second street address line of the patron proxy's primary mailing address. |
| Type | Dimension |
| Universe | Circulation Hold Request |
| Appears in |
Patron Proxy Address Type
| Description | The category of the patron proxy’s primary mailing address (e.g., Home, Work, Other). |
| Type | Dimension |
| Universe | Circulation Hold Request |
| Appears in |
Patron Proxy Address Validation Flag
| Description | A flag representing whether or not a patron proxy’s email address been confirmed by the library as valid. |
| Type | Dimension |
| Universe | Circulation Hold Request |
| Appears in |
Patron Proxy Barcode
| Description | The unique, machine-readable code representing the patron proxy. Used to identify the patron proxy when performing library functions such as check-in, check-out, etc. |
| Type | Dimension |
| Universe | Circulation Hold Request |
| Appears in |
Patron Proxy Blocked Flag
| Description | A flag representing whether or not a patron proxy has been blocked (manually) by a library staff user. The patron proxy will be unable to check out materials if this flag is set. |
| Type | Dimension |
| Universe | Circulation Hold Request |
| Appears in |
Patron Proxy Borrower Category
| Description | An identifier used to categorize patron proxies based on the type of library user they are (e.g., Adult, Faculty, Student, etc.). Libraries sometimes refer to this as the patron type. |
| Type | Dimension |
| Universe | Circulation Hold Request |
| Appears in |
Patron Proxy City/Locality
| Description | The city of the patron proxy’s primary mailing address. |
| Type | Dimension |
| Universe | Circulation Hold Request |
| Appears in |
Patron Proxy Created Date
| Description | Date/time the identity record was created in the system. Refer to Patron Proxy Registration Date for when the patron proxy record was registered for use. |
| Type | Dimension |
| Universe | Circulation Hold Request |
| Appears in |
Patron Proxy Custom Category 1
| Description | A library-defined field used to store additional information about a patron proxy. |
| Type | Dimension |
| Universe | Circulation Hold Request |
| Appears in |
Patron Proxy Custom Category 2
| Description | A library-defined field used to store additional information about a patron proxy. |
| Type | Dimension |
| Universe | Circulation Hold Request |
| Appears in |
Patron Proxy Custom Category 3
| Description | A library-defined field used to store additional information about a patron proxy. |
| Type | Dimension |
| Universe | Circulation Hold Request |
| Appears in |
Patron Proxy Custom Category 4
| Description | A library-defined field used to store additional information about a patron proxy. |
| Type | Dimension |
| Universe | Circulation Hold Request |
| Appears in |
Patron Proxy Date of Birth
| Description | The date of birth for a patron proxy. |
| Type | Dimension |
| Universe | Circulation Hold Request |
| Appears in |
Patron Proxy Email Address
| Description | The primary email address for the patron proxy. An email address flagged as primary will be used to send notices to the patron proxy. |
| Type | Dimension |
| Universe | Circulation Hold Request |
| Appears in |
Patron Proxy Email Address Type
| Description | The category of the patron proxy’s primary email address (e.g., Home, Work, Other). |
| Type | Dimension |
| Universe | Circulation Hold Request |
| Appears in |
Patron Proxy Email Address Validation Flag
| Description | A flag representing whether or not a patron proxy’s email address been confirmed by the library as valid. |
| Type | Dimension |
| Universe | Circulation Hold Request |
| Appears in |
Patron Proxy Expiration Date
| Description | The date that the patron proxy user record expires, thereby making them inactive in the library system. Patron proxy is no longer able to check out books or other library resources. |
| Type | Dimension |
| Universe | Circulation Hold Request |
| Appears in |
Patron Proxy Expired Flag
| Description | A flag indicating that the patron proxy user record has expired, thereby making them inactive in the library system. Patron proxy is no longer able to check out books or other library resources. |
| Type | Dimension |
| Universe | Circulation Hold Request |
| Appears in |
Patron Proxy Family Name
| Description | The patron proxy’s surname or last name. The family name is the part of a patron proxy’s name handed down from generation to generation. |
| Type | Dimension |
| Universe | Circulation Hold Request |
| Appears in |
Patron Proxy Full Name
| Description | A concatenation of the patron proxy’s given name and family name. |
| Type | Dimension |
| Universe | Circulation Hold Request |
| Appears in |
Patron Proxy Gender
| Description | The biological sex (male or female) of a given patron proxy. |
| Type | Dimension |
| Universe | Circulation Hold Request |
| Appears in |
Patron Proxy Given Name
| Description | The patron proxy’s first name or forename that distinguishes a member of the same family. |
| Type | Dimension |
| Universe | Circulation Hold Request |
| Appears in |
Patron Proxy Home Branch Name
| Description | The library branch that is designated as the preferred branch for a given patron proxy. For public libraries, this is usually the branch at which the patron proxy registered for a library card. |
| Type | Dimension |
| Universe | Circulation Hold Request |
| Appears in |
Patron Proxy Institution Name
| Description | A patron proxy’s organization (e.g., library, museum, or consortium) that uses one or more OCLC services. |
| Type | Dimension |
| Universe | Circulation Hold Request |
| Appears in |
Patron Proxy Institution Symbol
| Description | The three or five-character code assigned by OCLC to identify the patron institution. This is often referred to as the OCLC symbol. |
| Type | Dimension |
| Universe | Circulation Hold Request |
| Appears in |
Patron Proxy Last Modified Date
| Description | The most recent date that the patron proxy’s record was modified. |
| Type | Dimension |
| Universe | Circulation Hold Request |
| Appears in |
Patron Proxy Last Modified User
| Description | User who last updated the patron proxy record. |
| Type | Dimension |
| Universe | Circulation Hold Request |
| Appears in |
Patron Proxy Phone Number
| Description | The primary telephone number for the patron proxy. A telephone number flagged as primary will be used to contact the patron proxy regarding overdue materials and other library correspondence. |
| Type | Dimension |
| Universe | Circulation Hold Request |
| Appears in |
Patron Proxy Phone Type
| Description | The category of the patron proxy’s primary telephone type (e.g., Home, Work, Mobile). |
| Type | Dimension |
| Universe | Circulation Hold Request |
| Appears in |
Patron Proxy Phone Validation Flag
| Description | A flag representing whether or not a patron proxy’s telephone number has been confirmed by the library as valid. |
| Type | Dimension |
| Universe | Circulation Hold Request |
| Appears in |
Patron Proxy Postal Code
| Description | The postal code (e.g., zip code) of the patron proxy’s primary mailing address. |
| Type | Dimension |
| Universe | Circulation Hold Request |
| Appears in |
Patron Proxy Registration Date
| Description | The date/time on which the patron proxy record was created. |
| Type | Dimension |
| Universe | Circulation Hold Request |
| Appears in |
Patron Proxy Source System
| Description | A value representing the external system (e.g., a campus registration database) from which the library loads data into WorldShare Management Services to create and update patron proxy records. |
| Type | Dimension |
| Universe | Circulation Hold Request |
| Appears in |
Patron Proxy State/Province
| Description | The state or province of the patron proxy’s primary mailing address. |
| Type | Dimension |
| Universe | Circulation Hold Request |
| Appears in |
Patron Proxy User ID At Source
| Description | The identification value for the patron proxy in an external source system. This field is primarily used by libraries that load patron data which is obtained from a different system (e.g., a campus registration database). |
| Type | Dimension |
| Universe | Circulation Hold Request |
| Appears in |
Patron Proxy Verified Flag
| Description | A flag representing whether or not a patron proxy’s credentials have been confirmed by the library. Patrons often need to produce documentation or other proof of identity before the library considers the patron verified for use. Non-verified patrons may have fewer or no privileges according to library policy. |
| Type | Dimension |
| Universe | Circulation Hold Request |
| Appears in |
Patron Public Notes
| Description | Additional information about a patron that is supplied by library staff and can be shared with the patron.
Note: This field has a 4,000 character limit. |
| Type | Dimension |
| Universe | Circulation Events | Circulation Fiscal Transactions | Circulation Hold Request | Circulation Item Status | Circulation Patron Information | Circulation Scheduled Items |
| Appears in |
Patron Registration Date
| Description | The date/time on which the patron record was created. |
| Type | Dimension |
| Universe | Circulation Events | Circulation Fiscal Transactions | Circulation Hold Request | Circulation Item Status | Circulation Patron Information | Circulation Scheduled Items |
| Appears in | Patron Information Detail Report |
Patron Source System
| Description | A value representing the external system (e.g., a campus registration database) from which the library loads data into WorldShare Management Services to create and update patron records. |
| Type | Dimension |
| Universe | Circulation Events | Circulation Fiscal Transactions | Circulation Hold Request | Circulation Item Status | Circulation Patron Information | Circulation Scheduled Items |
| Appears in | Outstanding Fees and Bills Report | Patron Information Detail Report |
Patron Staff Notes
| Description | Additional information about a patron that is visible only to library staff.
Note: This field has a 4,000 character limit. |
| Type | Dimension |
| Universe | Circulation Events | Circulation Fiscal Transactions | Circulation Hold Request | Circulation Item Status | Circulation Patron Information | Circulation Scheduled Items |
| Appears in |
Patron State/Province
| Description | The state or province of the patron's primary mailing address. |
| Type | Dimension |
| Universe | Circulation Events | Circulation Fiscal Transactions | Circulation Hold Request | Circulation Item Status | Circulation Patron Information | Circulation Scheduled Items |
| Appears in | All Checked Out Items Report | Group All Checked Out Items Report | Open Holds Report | Outstanding Fees and Bills Report | Patron Information Detail Report |
Patron Street Address 1
| Description | The first street address line of the patron's primary mailing address. |
| Type | Dimension |
| Universe | Circulation Events | Circulation Fiscal Transactions | Circulation Hold Request | Circulation Item Status | Circulation Patron Information | Circulation Scheduled Items |
| Appears in | All Checked Out Items Report | Group All Checked Out Items Report | Open Holds Report | Outstanding Fees and Bills Report | Patron Information Detail Report |
Patron Street Address 2
| Description | The second street address line of the patron's primary mailing address. |
| Type | Dimension |
| Universe | Circulation Events | Circulation Fiscal Transactions | Circulation Hold Request | Circulation Item Status | Circulation Patron Information | Circulation Scheduled Items |
| Appears in | All Checked Out Items Report | Group All Checked Out Items Report | Open Holds Report | Outstanding Fees and Bills Report | Patron Information Detail Report |
Patron Suspended Until Date
| Description | The date and time when the user's suspension period will end and access to circulation services will be restored. The patron is not suspended when this date is in the past. |
| Type | Dimension |
| Universe | Circulation Events | Circulation Fiscal Transactions | Circulation Hold Request | Circulation Item Status | Circulation Patron Information | Circulation Scheduled Items |
| Appears in | Patron Information Detail Report |
Patron User ID At Source
| Description | The identification value for the patron in an external source system. This field is primarily used by libraries that load patron data which is obtained from a different system (e.g., a campus registration database). |
| Type | Dimension |
| Universe | Circulation Events | Circulation Fiscal Transactions | Circulation Hold Request | Circulation Item Status | Circulation Patron Information | Circulation Scheduled Items |
| Appears in | Outstanding Fees and Bills Report | Patron Information Detail Report |
Patron Verified Flag
| Description | A flag representing whether or not a patron’s credentials have been confirmed by the library. Patrons often need to produce documentation or other proof of identity before the library considers the patron verified for use. Non-verified patrons may have fewer or no privileges according to library policy. |
| Type | Dimension |
| Universe | Circulation Events | Circulation Fiscal Transactions | Circulation Hold Request | Circulation Item Status | Circulation Patron Information | Circulation Scheduled Items |
| Appears in | Open Holds Report | Patron Information Detail Report |
Payment Reference ID
| Description | Alphanumeric string representing the payment transaction ID (e.g. check number or bank transfer number) for an invoice. This value is often entered based on information from the institution’s financial system. |
| Type | Measure |
| Universe | Acquisitions |
| Appears in |
PDF Access Count
| Description | The number of Full Text PDF Requests Total for the Reporting Period according to the JR1 external provider COUNTER reports. |
| Type | Measure |
| Universe | E-Resources COUNTER 4 |
| Appears in | COUNTER 4 Merged E-Journal/E-book Usage Detail | COUNTER 4 Merged E-Journal/E-book Usage Summary |
PDF Mobile Access Count
| Description | The number of Full Text PDF Requests originating from a mobile device for the Reporting Period according to the JR1 external provider COUNTER reports. |
| Type | Measure |
| Universe | E-Resources COUNTER 4 |
| Appears in | COUNTER 4 Merged E-Journal/E-book Usage Detail | COUNTER 4 Merged E-Journal/E-book Usage Summary |
Percentage of Total Holdings
| Description | =[Title Holdings Quantity]/[Title Holdings Quantity] |
| Type | |
| Universe | Cataloging |
| Appears in | Title Holdings by Material Format | Title Holdings by OCLC Subject Conspectus |
Physical Description Extent
| Description | From the 300 $a of the bibliographic record, the physical description extent of the item. |
| Type | Dimension |
| Universe | Cataloging | Group Activity | Group Titles | Institution Title Holdings | LHR Item Detail |
| Appears in |
Place of Publication
| Description | The geographic location where the material was published, printed, distributed, issued, released or produced as designated in field 260 or 264. |
| Type | Dimension |
| Universe | Group Activity | Group Titles | Institution Title Holdings | LHR Item Detail |
| Appears in | Titles Held by a Single Institution |
Platform Searches
| Description | The number of searches conducted by users and captured at the platform level. |
| Type | Measure |
| Universe | E-Resources COUNTER 5 |
| Appears in | COUNTER 5 Platform Usage Summary |
Platform Total Item Requests
| Description | The number of times that users requested the full content (i.e. full text) of an item at the platform level. |
| Type | Measure |
| Universe | E-Resources COUNTER 5 |
| Appears in | COUNTER 5 Platform Usage Summary |
Platform Unique Item Requests
| Description | The number of unique items requested in a user-session at the platform level. |
| Type | Measure |
| Universe | E-Resources COUNTER 5 |
| Appears in | COUNTER 5 Platform Usage Summary |
Platform Unique Title Requests
| Description | The number of unique titles requested in a user-session at the platform level. |
| Type | Measure |
| Universe | E-Resources COUNTER 5 |
| Appears in | COUNTER 5 Platform Usage Summary |
Preferred External Identifier
| Description | Identifier used by the institution to uniquely identify an item to a vendor. Used for ordering, especially via electronic data interchange (EDI) methods. |
| Type | Dimension |
| Universe | Acquisitions |
| Appears in | Title Copy Detail Report |
Preferred External Identifier Type
| Description | Type of identifier to uniquely identify an item to a vendor (e.g., ISBN, ISSN). |
| Type | Dimension |
| Universe | Acquisitions |
| Appears in | Title Copy Detail Report |
Prepaid Amount
| Description | The monetary amount an institution has spent on acquired items that will be expended on the fund in future budget period(s) upon closing of the budget. |
| Type | Measure |
| Universe | Acquisitions |
| Appears in |
Primary Library Type
| Description | Category that describes the community or function that a library services, e.g., academic, public, school, corporate/business, federal/national government, vendor, etc. |
| Type | Dimension |
| Universe | Group Activity | Institution Title Holdings | LHR Item Detail |
| Appears in | Count of New and Removed Group Titles | Title Holdings Count by Institution | Titles Held by a Single Institution |
Principal Subscription Created Date
| Description | The date and time that a principal subscription was created. The principal subscription links together all order items that are renewals of each other. |
| Type | Dimension |
| Universe | Acquisitions |
| Appears in |
Principal Subscription Created Day
| Description | The enumerated day (1-31) of the month the principal subscription was created. |
| Type | Dimension |
| Universe | Acquisitions |
| Appears in |
Principal Subscription Created Day Name
| Description | The day of the week (e.g., Wednesday) the principal subscription was created. |
| Type | Dimension |
| Universe | Acquisitions |
| Appears in |
Principal Subscription Created Month
| Description | The enumerated month of the year (e.g., 11) the principal subscription was created. |
| Type | Dimension |
| Universe | Acquisitions |
| Appears in |
Principal Subscription Created Month Name
| Description | The month name (e.g., November) the principal subscription was created. |
| Type | Dimension |
| Universe | Acquisitions |
| Appears in |
Principal Subscription Created Year
| Description | The year the principal subscription was created. |
| Type | Dimension |
| Universe | Acquisitions |
| Appears in |
Processing Type
| Description | Category representing how an order item should be processed when it arrives. Possible values include: monograph (single volume), serial, and eproduct. |
| Type | Dimension |
| Universe | Acquisitions |
| Appears in | Open Encumbrances | Payment Activity by Classification | Payment Activity by Fund | Payment Activity by Location | Payment Activity by Material Format | Payment Activity by Processing Type | Payment Activity by Requestor | Payment Activity by Vendor | Receiving Activity by Location | Title Copy Detail Report | Vendor Performance |
Provider Name
| Description | The entity from which the library licenses material. |
| Type | Dimension |
| Universe | Acquisitions |
| Appears in |
PS Access Count
| Description | The number of Full Text PS (PostScript) Requests originating on a mobile device for a given reporting period. |
| Type | Measure |
| Universe | E-Resources COUNTER 4 |
| Appears in | COUNTER 4 Merged E-Journal/E-book Usage Detail | COUNTER 4 Merged E-Journal/E-book Usage Summary |
PS Mobile Access Count
| Description | The number of Full Text PS (PostScript) Requests originating on a mobile device for a given reporting product. |
| Type | Measure |
| Universe | E-Resources COUNTER 4 |
| Appears in | COUNTER 4 Merged E-Journal/E-book Usage Detail | COUNTER 4 Merged E-Journal/E-book Usage Summary |
Publication Century
| Description | The century an item was published. |
| Type | Dimension |
| Universe | Cataloging |
| Appears in |
Publication Date
| Description | Date resource was published. |
| Type | Dimension |
| Universe | Acquisitions | Cataloging | Group Activity | Group Titles | Institution Title Holdings | LHR Item Detail | Serials Received |
| Appears in | Count of New and Removed Group Titles | New Titles List | Open Encumbrances | Removed Titles List | Title Copy Detail Report | Title Holdings Count by Institution | Titles Held by a Single Institution |
Publication Decade
| Description | The decade an item was published. |
| Type | Dimension |
| Universe | Cataloging |
| Appears in | Title Holdings by Material Format and Publish Date |
Publication Frequency
| Description | Term that describes how often a title is published (e.g., monthly, quarterly). |
| Type | Dimension |
| Universe | Serials Received |
| Appears in | Serials Received Summary Report |
Publisher Name
| Description | A person or company that prepares and issues books, journals, music, or other works. |
| Type | Dimension |
| Universe | Acquisitions | Cataloging | Group Activity | Group Titles | Institution Title Holdings | LHR Item Detail | Overlap | Serials Received |
| Appears in | New Titles List | Open Encumbrances | Removed Titles List | Title Copy Detail Report | Titles Held by a Single Institution |
Publication Place Code
| Description | From the 008/15-17 of the bibliographic record, the two to three character code representing the state or country of publication, production or execution. |
| Type | Dimension |
| Universe | Cataloging | Group Activity | Group Titles | Institution Title Holdings | LHR Item Detail |
| Appears in |
Publication Place Name
| Description | Based on the 008/15-17 of the bibliographic record representing the state or country of publication, production or execution. The two to three character code is converted to the location name as defined by MARC Code List for Countries. |
| Type | Dimension |
| Universe | Cataloging | Group Activity | Group Titles | Institution Title Holdings | LHR Item Detail |
| Appears in |
Purchase Filled Turnaround Time
| Description | The number of days it took for a request to be completed via ILL purchase, i.e. request ordered to closed. Applies only to Request Fulfillment Type of PURCHASE. Requests with Request Fulfillment Type of ACQUISITIONS (completed via WMS) will have a value of 0. |
| Type | Measure |
| Universe | Interlibrary Loan |
| Appears in |
Purchase Request Currency
| Description | The proposed currency for a purchase request, e.g. EUR. |
| Type | Dimension |
| Universe | Acquisitions |
| Appears in |
Purchase Request Currency Exchange Rate
| Description | The proposed purchase request currency exchange rate from the vendor currency to the institution's base currency. |
| Type | Dimension |
| Universe | Acquisitions |
| Appears in |
Purchase Request Number
| Description | Identifier for a purchase request automatically generated by the system and unique for that institution across all vendors. |
| Type | Dimension |
| Universe | Acquisitions |
| Appears in |
Purchase Request Review Status
| Description | The current status of a purchase request, e.g., UNDER_REVIEW, APPROVED, REJECTED. |
| Type | Dimension |
| Universe | Acquisitions |
| Appears in |
Purchase Request Tax Handling
| Description | The proposed method by which the tax of a purchase request order item will be calculated. The tax can be included in the item cost itself, or the tax can be separate from the unit cost. If separate, then the tax can be calculated as a percent of just the unit cost times quantity, or can be calculated based on the shipping and service charges as well, e.g. INCLUDE_ADDITIONAL_COSTS, EXCLUDE_ADDITIONAL_COSTS, INCLUDE_TAXES_IN_COST. |
| Type | Dimension |
| Universe | Acquisitions |
| Appears in |
Purchase Request Vendor ID
| Description | Unique system-supplied identifier for the proposed vendor for a purchase request. |
| Type | Dimension |
| Universe | Acquisitions |
| Appears in |
Purchase Request Vendor Name
| Description | The name of the proposed vendor for which the library enters a purchase request. |
| Type | Dimension |
| Universe | Acquisitions |
| Appears in |
Purchase Status
| Description | The invoice and payment status of an order item or copy, including: Not Invoiced, Partially Invoiced, Invoiced, Not Paid, Partially Paid, Fully Paid. |
| Type | Dimension |
| Universe | Acquisitions |
| Appears in |