Circulation Events universe
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View all report objects available in the Circulation Events universe.
# B C D E G H I P T U V # |
12 Month Filter
Description | Do not use. |
Type | Filter |
Universe | Circulation Events |
Appears in |
# B C D E G H I P T U V B |
Bills Cancelled
Description | The number of bills cancelled. 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 | Circulation Fiscal Transactions |
Appears in |
Bills Created
Description | The number of bills created. 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 | Circulation Fiscal Transactions |
Appears in | Fiscal Summary Report |
Bills Created (Avg)
Description | =Round(([Bills Created]/[Day Count]);2) |
Type | |
Universe | Circulation Events |
Appears in | Hourly Average Circulation Activity Summary Report |
Bills Paid
Description | The number of bills paid. 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 | Circulation Fiscal Transactions |
Appears in | Fiscal Summary Report |
Bills Paid (Avg)
Description | =Round(([Bills Paid]/[Day Count]);2) |
Type | |
Universe | Circulation Events |
Appears in | Hourly Average Circulation Activity Summary Report |
Bills Waived
Description | The number of bills waived. 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 | Circulation Fiscal Transactions |
Appears in | Fiscal Summary Report |
Bills Waived (Avg)
Description | =Round(([Bills Waived]/[Day Count]);2) |
Type | |
Universe | Circulation Events |
Appears in | Hourly Average Circulation Activity Summary Report |
# B C D E G H I P T U V C |
Circulation Activity Count
Description | Value of measure is sum of Items Checked Out + Items Renewed + Holds Fulfilled + Items Soft Checked Out. |
Type | Measure |
Universe | Circulation Events |
Appears in | High Use Circulation Titles Summary Report |
Circulation Count
Description | =[Items Checked Out]+[Items Renewed]+[Items Soft Checked Out] |
Type | Measure |
Universe | Circulation Events |
Appears in | Circulation Dashboard |
# B C D E G H I P T U V D |
Day Count
Description | Do not use. |
Type | Measure |
Universe | Circulation Events |
Appears in |
Due Dates Changed
Description | The number of events for due dates changed. 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 |
# B C D E G H I P T U V E |
Event AM/PM
Description | The 12 hour clock value (AM/PM) for an event. |
Type | Dimension |
Universe | Circulation Events |
Appears in |
Event Bill Accounting Code
Description | The code associated with the reason for the circulation fiscal transaction. |
Type | Dimension |
Universe | Circulation Events |
Appears in |
Event Bill Reason
Description | The reason that a bill was assessed for an event. Examples include: Overdue, Lost Item, Processing. |
Type | Dimension |
Universe | Circulation Events |
Appears in | Daily Payments Report |
Event Bill Tax Rate
Description | The percentage that an institution must apply in taxes to a fiscal transaction. |
Type | Dimension |
Universe | Circulation Events |
Appears in |
Event Bill Tax Type Code
Description | The code for the tax type associated with the reason for the circulation fiscal transaction. |
Type | Dimension |
Universe | Circulation Events |
Appears in |
Event Bill Tax Type Description
Description | The description of the tax type associated with the reason for the circulation fiscal transaction. |
Type | Dimension |
Universe | Circulation Events |
Appears in |
Event Billing Institution Name
Description | The billing institution for an event. |
Type | Dimension |
Universe | Circulation Events |
Appears in |
Event Billing 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 |
Appears in |
Event Borrower Category
Description | The borrower category of the patron associated with an event. |
Type | Dimension |
Universe | Circulation Events |
Appears in | Circulation Dashboard | Circulation Events Detail Report | Group Circulation Events Detail Report |
Event Branch Name
Description | The branch name associated with an event. |
Type | Dimension |
Universe | Circulation Events |
Appears in | Circulation Dashboard | Circulation Events Detail Report | Daily Payments Report | Group Circulation Events Detail Report | High Use Circulation Titles Summary Report | Hourly Average Circulation Activity Daily Chart | Hourly Average Circulation Activity Summary Report | Monthly Circulation Statistics Report |
Event Charging Institution Name
Description | The institution whose policies or staff created a bill against a patron's account. |
Type | Dimension |
Universe | Circulation Events |
Appears in |
Event Charging Institution Symbol
Description | The institution symbol for the institution whose policies or staff created a bill against a patron’s account. |
Type | Dimension |
Universe | Circulation Events |
Appears in |
Event Count
Description | The total number of events. 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 |
Event Currency
Description | The fiscal currency of an event. |
Type | Dimension |
Universe | Circulation Events |
Appears in | Daily Payments Report |
Event Date
Description | The date of an event. |
Type | Dimension |
Universe | Circulation Events |
Appears in | Circulation Events Detail Report | Group Circulation Events Detail Report | High Use Circulation Titles Summary Report | Hourly Average Circulation Activity Daily Chart | Hourly Average Circulation Activity Summary Report |
Event Date/Time
Description | The date/time of an event. |
Type | Dimension |
Universe | Circulation Events |
Appears in | Daily Payments Report | Group Circulation Events Detail Report |
Event Date/Time of Payment
Description | The date/time of an event when a payment was made. |
Type | Dimension |
Universe | Circulation Events |
Appears in | Daily Payments Report |
Event Day Name of Week
Description | The day of the week (e.g., Wednesday) for an event. |
Type | Dimension |
Universe | Circulation Events |
Appears in | Circulation Events Detail Report | Hourly Average Circulation Activity Daily Chart | Hourly Average Circulation Activity Summary Report |
Event Day of Month
Description | The day of the month for an event. |
Type | Dimension |
Universe | Circulation Events |
Appears in |
Event Due Date Day
Description | The enumerated day (1-31) of the month of the due date for an item in an event. |
Type | Dimension |
Universe | Circulation Events |
Appears in |
Event Due Date Day Name
Description | The day of the week (e.g., Wednesday) of the due date for an item in an event. |
Type | Dimension |
Universe | Circulation Events |
Appears in |
Event Due Date Month
Description | The month of the due date associated for an item in an event. |
Type | Dimension |
Universe | Circulation Events |
Appears in |
Event Due Date Month Name
Description | The month name (e.g., November) of the due date for an item in an event. |
Type | Dimension |
Universe | Circulation Events |
Appears in |
Event Due Date Year
Description | The year of the due date for an item in an event. |
Type | Dimension |
Universe | Circulation Events |
Appears in |
Event Due Date/Time
Description | The date and time of the due date for an item in an event. |
Type | Dimension |
Universe | Circulation Events |
Appears in | Circulation Events Detail Report |
Event Fiscal Amount Paid
Description | The monetary amount paid for a given bill. 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 | Daily Payments Report |
Event Hold Fulfillment Method
Description | The method of fulfillment preferred by the hold request’s pickup location, at the time of the event. E.g., COLLECT or IN_HOUSE_USE. |
Type | Dimension |
Universe | Circulation Events |
Appears in |
Event Hold Request Origin
Description | The origin of the hold request. Values include: ILL, PATRON, STAFF. |
Type | Dimension |
Universe | Circulation Events |
Appears in | Group Circulation Events Detail Report | Group Open Holds Request Report |
Event Hold Request Scope
Description | The level at which a hold request is placed for an event: BIB (any copy) or ITEM (a specific copy of the title). |
Type | Dimension |
Universe | Circulation Events |
Appears in | Group Circulation Events Detail Report | Group Open Holds Request Report |
Event Hour of Day 12
Description | The hour of the day on a 12 hour clock for an event. |
Type | Dimension |
Universe | Circulation Events |
Appears in |
Event Hour of Day 24
Description | The hour of the day on a 24 hour clock for an event. |
Type | Dimension |
Universe | Circulation Events |
Appears in | Hourly Average Circulation Activity Summary Report |
Event Institution Name
Description | The institution where an event occurred. Note: If your institution participates in a group circulation setting, this value may default to the Item Owning Institution rather than matching the institution associated with the Event Branch Name. You may utilize your group reporting administrator to locate and report on these events for your group. |
Type | Dimension |
Universe | Circulation Events |
Appears in | Group Circulation Events Detail Report |
Event 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. Note: If your institution participates in a group circulation setting, this value may default to the Item Owning Institution rather than matching the institution associated with the Event Branch Name. You may utilize your group reporting administrator to locate and report on these events for your group. |
Type | Dimension |
Universe | Circulation Events |
Appears in |
Event Item Last Seen Branch Location
Description | The service location at a library branch where an item was last seen by library staff, at the time of the event. |
Type | Dimension |
Universe | Circulation Events |
Appears in |
Event Item Last Seen Location Note
Description | The custom location note that describes where an item was last seen by library staff, at the time of the event. |
Type | Dimension |
Universe | Circulation Events |
Appears in |
Event Loan Policy
Description | The name of the policy that specifies the conditions under which a library item is checked out to a patron in an event. The loan policy specifies whether a specific material format may be checked out to a specific patron borrower category and, if so, for what period of time. |
Type | Dimension |
Universe | Circulation Events |
Appears in | Circulation Events Detail Report | Group Circulation Events Detail Report |
Event Minute of Hour
Description | The minute of the hour for an event. |
Type | Dimension |
Universe | Circulation Events |
Appears in |
Event Month Name
Description | The month name (e.g., November) for an event. |
Type | Dimension |
Universe | Circulation Events |
Appears in | Monthly Circulation Statistics Report |
Event Month of Year
Description | The enumerated month of the year (1-12) for an event. |
Type | Dimension |
Universe | Circulation Events |
Appears in |
Event Original Checkout Date Day
Description | The enumerated day (1-31) of the month for the original checkout of an item for an event. |
Type | Dimension |
Universe | Circulation Events |
Appears in |
Event Original Checkout Date Day Name
Description | The day of the week (e.g., Wednesday) for the original checkout of an item for an event. |
Type | Dimension |
Universe | Circulation Events |
Appears in |
Event Original Checkout Date Month
Description | The enumerated month of the year (1-12) of the original check out date of an item for an event. |
Type | Dimension |
Universe | Circulation Events |
Appears in |
Event Original Checkout Date Month Name
Description | The month name (e.g., November) for the original checkout of an item for an event. |
Type | Dimension |
Universe | Circulation Events |
Appears in |
Event Original Checkout Date Year
Description | The date and time of the original check out date of an item in an event. |
Type | Dimension |
Universe | Circulation Events |
Appears in |
Event Original Checkout DateTime
Description | The date and time of the original check out date of an item in an event. |
Type | Dimension |
Universe | Circulation Events |
Appears in |
Event Patron Membership Expiration Date
Description | The expiration date of the patron's membership period at the time of the event. |
Type | Measure |
Universe | Circulation Events |
Appears in |
Event Patron Membership Policy Name
Description | The name of the library's membership policy that applies to the patron's membership at the time of the event. |
Type | Measure |
Universe | Circulation Events |
Appears in |
Event Patron Membership Start Date
Description | The date when a patron's membership fee was fully paid or waived, and the membership period began at the time of the event. |
Type | Measure |
Universe | Circulation Events |
Appears in |
Event Patron Membership Status
Description | The patron's membership status at the time of the event, e.g., Active, Pending, etc. |
Type | Measure |
Universe | Circulation Events |
Appears in |
Event Patron Suspended Until Date
Description | The date and time when the user's suspension period was scheduled to end as-of the event. |
Type | Dimension |
Universe | Circulation Events |
Appears in |
Event Patron Suspension Reason
Description | The reason that a suspension event occurred. Reason values are defined by the institution. |
Type | Dimension |
Universe | Circulation Events |
Appears in |
Event Payment Method
Description | The form of payment used to pay a bill transaction for an event. Payment methods are defined by the library and usually include categories such as cash, check and credit. |
Type | Dimension |
Universe | Circulation Events |
Appears in | Daily Payments Report |
Event Pending Payment ID
Description | The identifier of the pending payment that was provided to the online payment processor. |
Type | Dimension |
Universe | Circulation Events |
Appears in |
Event Pickup Branch Location
Description | The service location at a library branch where an item is sent to fulfill a hold request. |
Type | Dimension |
Universe | Circulation Events |
Appears in |
Event Pickup Branch Name
Description | The branch where an item is sent to fulfill a hold request. |
Type | Dimension |
Universe | Circulation Events |
Appears in |
Event Previous Due Date Day
Description | The enumerated day (1-31) of the month for the previous due date of an item for an event. |
Type | Dimension |
Universe | Circulation Events |
Appears in |
Event Previous Due Date Day Name
Description | The day of the week (e.g., Wednesday) for the previous due date of an item for an event. |
Type | Dimension |
Universe | Circulation Events |
Appears in |
Event Previous Due Date Month
Description | The enumerated month of the year (1-12) for the previous due date of an item for an event. |
Type | Dimension |
Universe | Circulation Events |
Appears in |
Event Previous Due Date Month Name
Description | The month name (e.g., November) for the previous due date of an item for an event. |
Type | Dimension |
Universe | Circulation Events |
Appears in |
Event Previous Due Date Year
Description | The date and time of the previous due date for an item in an event. |
Type | Dimension |
Universe | Circulation Events |
Appears in |
Event Previous Due Date/Time
Description | The year of the previous due date for an item in an event. |
Type | Dimension |
Universe | Circulation Events |
Appears in |
Event Staff Family Name
Description | The surname (family name) of the staff member that performed an event. |
Type | Dimension |
Universe | Circulation Events |
Appears in |
Event Staff Full Name
Description | The full name (given name and surname) of the staff member who performed an event. |
Type | Dimension |
Universe | Circulation Events |
Appears in | Circulation Events Detail Report | Daily Payments Report | Fiscal Detail Report |
Event Staff Given Name
Description | The first (given) name of the staff member that performed an event. |
Type | Dimension |
Universe | Circulation Events |
Appears in |
Event Suspension Institution Name
Description | The institution whose policies or staff initiated a suspension event. |
Type | Dimension |
Universe | Circulation Events |
Appears in |
Event Suspension Institution Symbol
Description | The three or five-character code assigned by OCLC to identify the institution whose policies or staff initiated a suspension event. |
Type | Dimension |
Universe | Circulation Events |
Appears in |
Event Transaction Source
Description | The service or agent that originated the event. |
Type | Dimension |
Universe | Circulation Events |
Appears in |
Event Type
Description | The kind of event that has occurred. Examples include checkout, place order, waive bill, etc. |
Type | Dimension |
Universe | Circulation Events |
Appears in | Circulation Events Detail Report | Group Circulation Events Detail Report |
Event Year
Description | The calendar year in which the event occurred. |
Type | Dimension |
Universe | Circulation Events |
Appears in | Monthly Circulation Statistics Report |
Event Year Month
Description | The calendar year and month in which the event occurred. |
Type | Dimension |
Universe | Circulation Events |
Appears in | Circulation Dashboard |
Expended Amount
Description | The monetary amount an institution has spent on acquired items. |
Type | Measure |
Universe | Circulation Events |
Appears in | Acquisitions Dashboard | Paid Invoice Item Detail Report | Paid Invoice Summary Report |
Expired Request Count
Description | The number of requests that were not filled before the need before date. |
Type | Measure |
Universe | Interlibrary Loan |
Appears in | Document Delivery Activity Overview | Document Delivery Request Statistics |
External Request ID
Description | The identifier that represents the request in the interlibrary loan or other external service, e.g., 189032044, PO-2018-6415, etc. |
Type | Dimension |
Universe | Circulation Events |
Appears in |
External Request Institution Name
Description | The organization that borrowed or supplied an item via an interlibrary loan or other external service. |
Type | Dimension |
Universe | Circulation Events |
Appears in |
External Request Institution Symbol
Description | The three or five-character code assigned by OCLC to identify the organization that borrowed or supplied an item via an interlibrary loan or other external service. |
Type | Dimension |
Universe | Circulation Events |
Appears in |
External Request Role
Description | A value that indicates if the library was the borrower (REQUESTER) or lender (SUPPLIER) for the interlibrary loan or other external request. |
Type | Dimension |
Universe | Circulation Events |
Appears in |
External Request Source
Description | The interlibrary loan or other external service where a request originated, e.g., WSILL, WMS ACQ, ZFL, etc. |
Type | Dimension |
Universe | Circulation Events |
Appears in |
# B C D E G H I P T U V G |
Group Name
Description | A cooperative association of libraries that provides for the systematic and effective coordination of resources for improving services to the clientele of such libraries. |
Type | Dimension |
Universe | Circulation Events | Circulation Hold Request | Circulation Item Status | Data Refresh Activity | Group Activity | Group Titles | Institution Title Holdings |
Appears in |
Group User Full Name
Description | Do not use. |
Type | Dimension |
Universe | Circulation Events | Circulation Hold Request | Circulation Item Status | Data Refresh Activity |
Appears in |
# B C D E G H I P T U V H |
Hold Item Consultations
Description | The number of times that a staff user issued a requested item to a patron for in-house use. |
Type | Measure |
Universe | Circulation Events |
Appears in |
Holds Cancelled
Description | The number of holds cancelled. 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 |
Holds Expired
Description | The number of holds expired. 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 | Circulation Dashboard |
Holds Fulfilled
Description | The number of holds fulfilled. 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 | High Use Circulation Titles Summary Report |
Holds Fulfilled (Avg)
Description | =Round (([Holds Fulfilled]/[Day Count]);2) |
Type | Measure |
Universe | Circulation Events |
Appears in | Hourly Average Circulation Activity Summary Report |
Holds Picked Up
Description | The number of holds picked up 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 | Circulation Dashboard |
Holds Placed
Description | The number of holds placed. 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 |
# B C D E G H I P T U V I |
Institution Name
Description | Organization (e.g., library, museum, or consortium) that uses one or more OCLC services. |
Type | Dimension |
Universe | Acquisitions | Acquisitions Vendor | Cataloging | Circulation Events | Circulation Fiscal Transactions | Circulation Hold Request | Circulation Item Status | Circulation Patron Information | Circulation Scheduled Items | Data Refresh Activity | E-Resources COUNTER 4 | Group Activity | Institution Title Holdings | Interlibrary Loan | LHR Item Detail | Overlap | Serials Received |
Appears in | Title Copy Detail Report | Title Holdings Count by Institution | Titles Held by a Single Institution |
Item Barcode
Description | The unique, machine readable code used to identify the item when performing library functions such as check in, check out, etc. |
Type | Dimension |
Universe | Acquisitions | Circulation Events | Circulation Fiscal Transactions | Circulation Hold Request | Circulation Item Status | Circulation Scheduled Items |
Appears in | All Checked Out Items Report | Circulation Add-Delete Report | Circulation Events Detail Report | Fiscal Detail Report | Group All Checked Out Items Report | Group Circulation Events Detail Report | Group Open Holds Request Report | Group Overdue Items Report | Holds List Report | Holds Ready for Pickup Report | Items in Transit Report | Lost or Missing Items Report | Open Holds Report | Outstanding Fees and Bills Report | Overdue Items Aging Report | Recalled Items Report | Title Copy Detail Report |
Item Branch Name
Description | A specific location within an institution. An institution may have one or more branches. |
Type | Dimension |
Universe | Circulation Events | Circulation Fiscal Transactions | Circulation Hold Request | Circulation Item Status | Circulation Scheduled Items |
Appears in | All Checked Out Items Report | Circulation Events Detail Report | Group All Checked Out Items Report | Group Open Holds Request Report | Group Overdue Items Report | High Use Circulation Titles Summary Report | Items in Transit Report | Lost or Missing Items Report | Open Holds Report | Overdue Items Aging Report | Recalled Items Report |
Item Call Number
Description | Value that defines the location of an item on the shelf in the library according to a particular shelving scheme. |
Type | Dimension |
Universe | Circulation Events | Circulation Fiscal Transactions | Circulation Hold Request | Circulation Item Status | Circulation Scheduled Items |
Appears in | Circulation Add-Delete Report | Circulation Events Detail Report | Group All Checked Out Items Report | Group Overdue Items Report | Holds List Report | Holds Ready for Pickup Report | Items in Transit Report | Lost or Missing Items Report | Open Holds Report | Overdue Items Aging Report | Recalled Items Report |
Item Call Number (Normalized)
Description | 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. Note: Data will appear as "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. |
Type | Dimension |
Universe | Circulation Events | Circulation Fiscal Transactions | Circulation Hold Request | Circulation Item Status | Circulation Scheduled Items |
Appears in | Circulation Events Detail Report |
Item Call Number Classification
Description | 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. Note: Data will appear as "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. |
Type | Dimension |
Universe | Circulation Events | Circulation Fiscal Transactions | Circulation Hold Request | Circulation Item Status | Circulation Scheduled Items |
Appears in |
Item Call Number Cutter
Description | 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. Note: Data will appear as "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. |
Type | Dimension |
Universe | Circulation Events | Circulation Fiscal Transactions | Circulation Hold Request | Circulation Item Status | Circulation Scheduled Items |
Appears in |
Item Call Number Main Class
Description | 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. Note: Data will appear as "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. |
Type | Dimension |
Universe | Circulation Events | Circulation Fiscal Transactions | Circulation Hold Request | Circulation Item Status | Circulation Scheduled Items |
Appears in |
Item Call Number Prefix
Description | 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). Note: Data will appear as "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. |
Type | Dimension |
Universe | Circulation Events | Circulation Fiscal Transactions | Circulation Hold Request | Circulation Item Status | Circulation Scheduled Items |
Appears in |
Item Call Number Subclass
Description | 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. Note: Data will appear as "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. |
Type | Dimension |
Universe | Circulation Events | Circulation Fiscal Transactions | Circulation Hold Request | Circulation Item Status | Circulation Scheduled Items |
Appears in |
Item Call Number Suffix
Description | From 852 $m, value to distinguish items with the same classification number and cutter on the shelf. Often a date or copy number. Note: Data will appear as "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. |
Type | Dimension |
Universe | Circulation Events | Circulation Fiscal Transactions | Circulation Hold Request | Circulation Item Status | Circulation Scheduled Items |
Appears in |
Item Former Shelving Location
Description | The former location within a branch where an item is shelved. |
Type | Dimension |
Universe | Circulation Events | Circulation Fiscal Transactions | Circulation Hold Request | Circulation Item Status | Circulation Scheduled Items |
Appears in |
Item Holding Location
Description | The four-character code that designates the holding location for an item. |
Type | Dimension |
Universe | Circulation Events | Circulation Fiscal Transactions | Circulation Hold Request | Circulation Item Status | Circulation Scheduled Items |
Appears in | Circulation Add-Delete Report | Holds List Report | Holds Ready for Pickup Report |
Item Lending Policy
Description | The name of the policy that specifies the conditions under which a library item is checked out to a patron. The loan policy specifies whether a specific material format may be checked out to a specific patron borrower category and, if so, for what period of time. |
Type | Dimension |
Universe | Circulation Events | Circulation Fiscal Transactions | Circulation Item Status | Circulation Scheduled Items |
Appears in | All Checked Out Items Report | Group All Checked Out Items Report |
Item Long Overdue Date Day
Description | The enumerated day (1-31) of the month the item went to a long overdue state, per library policy. |
Type | Dimension |
Universe | Circulation Events | Circulation Item Status |
Appears in |
Item Long Overdue Date Day Name
Description | The day of the week (e.g., Wednesday) the item went to a long overdue state, per library policy. |
Type | Dimension |
Universe | Circulation Events | Circulation Item Status |
Appears in |
Item Long Overdue Date Month
Description | The enumerated month of the year (e.g., 11) the item went to a long overdue state, per library policy. |
Type | Dimension |
Universe | Circulation Events | Circulation Item Status |
Appears in |
Item Long Overdue Date Month Name
Description | The month name (e.g., November) the item went to a long overdue state, per library policy. |
Type | Dimension |
Universe | Circulation Events | Circulation Item Status |
Appears in |
Item Long Overdue Date Year
Description | The year the item went to a long overdue state, per library policy. |
Type | Dimension |
Universe | Circulation Events | Circulation Item Status |
Appears in |
Item Long Overdue Date/Time
Description | The actual date and time that an item went to a long overdue state, per library policy. Note: Any title that is overdue, but not long overdue, will display an Item Long Overdue Date/Time of 9999-01-01. |
Type | Dimension |
Universe | Circulation Events | Circulation Item Status |
Appears in | All Checked Out Items Report | Group All Checked Out Items Report | Group Overdue Items Report | Overdue Items Aging Report |
Item Material Format
Description | A category of an item that defines the physical or digital nature of the item (e.g. book, CD, eBook, etc.). Also known as material type. |
Type | Dimension |
Universe | Circulation Events | Circulation Fiscal Transactions | Circulation Hold Request | Circulation Item Status | Circulation Scheduled Items |
Appears in | All Checked Out Items Report | Circulation Add-Delete Report | Circulation Events Detail Report | Group Circulation Events Detail Report | Group All Checked Out Items Report | Group Open Holds Request Report | Group Overdue Items Report | High Use Circulation Titles Summary Report | Holds List Report | Holds Ready for Pickup Report | Item Status Statistics Chart | Items in Transit Report | Lost or Missing Items Report | Monthly Circulation Statistics Report | Open Holds Report | Overdue Items Aging Report | Recalled Items Report |
Item 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. |
Type | Dimension |
Universe | Circulation Events | Circulation Fiscal Transactions | Circulation Hold Request | Circulation Item Status | Circulation Scheduled Items |
Appears in | All Checked Out Items Report | Circulation Add-Delete Report | Circulation Dashboard | Group Circulation Events Detail Report | Group All Checked Out Items Report | Group Open Holds Request Report | Group Overdue Items Report | High Use Circulation Titles Summary Report | Holds List Report | Holds Ready for Pickup Report | Items in Transit Report | Lost or Missing Items Report | Open Holds Report | Overdue Items Aging Report | Recalled Items Report |
Item Owner Institution Name
Description | The institution which owns the item. |
Type | Dimension |
Universe | Circulation Events | Circulation Fiscal Transactions | Circulation Hold Request |
Appears in | Group Circulation Events Detail Report | Group Open Holds Request Report |
Item Owner Institution Symbol
Description | The three or five-character code assigned by OCLC to identify an item owning institution. This is often referred to as the OCLC symbol. |
Type | Dimension |
Universe | Circulation Events | Circulation Fiscal Transactions | Circulation Hold Request |
Appears in |
Item Permanent Shelving Location
Description | The permanent location within a branch where an item is shelved. |
Type | Dimension |
Universe | Circulation Events | Circulation Fiscal Transactions | Circulation Hold Request | Circulation Item Status | Circulation Scheduled Items |
Appears in | All Checked Out Items Report | Circulation Add-Delete Report | Circulation Dashboard | Circulation Events Detail Report | Group All Checked Out Items Report | Group Overdue Items Report | High Use Circulation Titles Summary Report | Holds List Report | Item Status Statistics Chart | Items in Transit Report | Lost or Missing Items Report | Monthly Circulation Statistics Report | Open Holds Report | Overdue Items Aging Report | Recalled Items Report |
Item Primary Institution Name
Description | The institution holding the item. |
Type | Dimension |
Universe | Circulation Events | Circulation Fiscal Transactions | Circulation Hold Request | Circulation Item Status | Circulation Scheduled Items |
Appears in |
Item Primary 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 Hold Request | Circulation Item Status | Circulation Scheduled Items |
Appears in |
Item Shelving Scheme
Description | 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. Note: Data will appear as "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. |
Type | Dimension |
Universe | Circulation Events | Circulation Fiscal Transactions | Circulation Hold Request | Circulation Item Status | Circulation Scheduled Items |
Appears in |
Item Sort Title
Description | An adjusted title name for purposes of sorting bibliographic titles (e.g., removes “The” or “An” from the beginning of a title name). |
Type | Dimension |
Universe | Circulation Events | Circulation Fiscal Transactions | Circulation Hold Request | Circulation Item Status | Circulation Scheduled Items |
Appears in |
Item Temporary Shelving Location
Description | The temporary location within a branch where an item is shelved. |
Type | Dimension |
Universe | Circulation Events | Circulation Fiscal Transactions | Circulation Hold Request | Circulation Item Status | Circulation Scheduled Items |
Appears in | All Checked Out Items Report | Circulation Add-Delete Report | Circulation Events Detail Report | Group All Checked Out Items Report | Group Overdue Items Report | Holds List Report | Item Status Statistics Chart | Lost or Missing Items Report | Monthly Circulation Statistics Report | Open Holds Report | Overdue Items Aging Report |
Item Title
Description | The descriptive name used to identify an intellectual work such as a book, film or other composition. |
Type | Dimension |
Universe | Circulation Events | Circulation Fiscal Transactions | Circulation Hold Request | Circulation Item Status | Circulation Scheduled Items |
Appears in | All Checked Out Items Report | Circulation Add-Delete Report | Circulation Dashboard | Circulation Events Detail Report | Fiscal Detail Report | Group All Checked Out Items Report | Group Circulation Events Detail Report | Group Open Holds Request Report | Group Overdue Items Report | High Use Circulation Titles Summary Report | Holds List Report | Holds Ready for Pickup Report | Items in Transit Report | Lost or Missing Items Report | Open Holds Report | Outstanding Fees and Bills Report | Overdue Items Aging Report | Recalled Items Report |
Item Title Keyword
Description | The descriptive name used to identify an intellectual work such as a book, film or other composition. |
Type | Dimension |
Universe | Circulation Events | Circulation Fiscal Transactions | Circulation Hold Request | Circulation Item Status | Circulation Scheduled Items |
Appears in |
Item Type
Description |
The category that identifies how an item is classified within WorldShare Management Services. Values include:
|
Type | Dimension |
Universe | Circulation Events | Circulation Fiscal Transactions | Circulation Hold Request | Circulation Item Status | Circulation Scheduled Items |
Appears in |
Item Variant OCLC Numbers
Description | A set of OCLC numbers that represent alternative bibliographic records that are eligible to fulfill a hold request, e.g., bibliographic records that describe the same edition of a work. |
Type | Dimension |
Universe | Circulation Events | Circulation Hold Request |
Appears in |
Items Checked In
Description | The number of items checked in. 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 | Monthly Circulation Statistics Report |
Items Checked In (Avg)
Description | =Round(([Items Checked In]/[Day Count]);2) |
Type | |
Universe | Circulation Events |
Appears in | Hourly Average Circulation Activity Summary Report |
Items Checked Out
Description | The number of items checked out. 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 | Circulation Dashboard | High Use Circulation Titles Summary Report | Monthly Circulation Statistics Report |
Items Checked Out (Avg)
Description | =Round(([Items Checked Out]/[Day Count]);2) |
Type | |
Universe | Circulation Events |
Appears in | Hourly Average Circulation Activity Summary Report |
Items Dispatched
Description | The number of items dispatched. 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 |
Items Edited
Description | The number of items edited. 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 |
Items Found
Description | The number of items that were checked in from a previous status such as “Lost” or “Missing." 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 |
Items Recalled
Description | The number of items recalled. 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 |
Items Received
Description | The number of items received. 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 |
Items Received (Avg)
Description | =Round(([Items Received]/[Day Count]);2) |
Type | |
Universe | Circulation Events |
Appears in | Hourly Average Circulation Activity Summary Report |
Items Renewed
Description | The number of items renewed. |
Type | Measure |
Universe | Circulation Events |
Appears in | Circulation Dashboard | High Use Circulation Titles Summary Report | Monthly Circulation Statistics Report |
Items Renewed (Avg)
Description | =Round(([Items Renewed]/[Day Count]);2) |
Type | |
Universe | Circulation Events |
Appears in | Hourly Average Circulation Activity Summary Report |
Items Routed
Description | The number of items routed. 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 |
Items Soft Checked Out
Description | The number of items marked as used within the library (i.e., non-loan returns). 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 | Circulation Dashboard | High Use Circulation Titles Summary Report | Monthly Circulation Statistics Report |
Items Soft Checked Out (Avg)
Description | =Round(([Items Soft Checked Out]/[Day Count]);2) |
Type | |
Universe | Circulation Events |
Appears in | Hourly Average Circulation Activity Summary Report |
Items Withdrawn
Description | The number of items withdrawn. 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 |
# B C D E G H I P T U V P |
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 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 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 |
# B C D E G H I P T U V T |
Total (Avg)
Description | =Round((([Items Checked In]+[Items Checked Out]+[Bills Created]+[Holds Fulfilled]+[Items Soft Checked Out]+[Bills Paid]+[Items Received]+[Items Renewed]+[Bills Waived])/[Day Count]);2) |
Type | |
Universe | Circulation Events |
Appears in | Hourly Average Circulation Activity Summary Report |
Totals
Description | =[Items Checked Out]+[Items Renewed]+[Holds Fulfilled]+[Items Soft Checked Out] |
Type | |
Universe | Circulation Events |
Appears in | High Use Circulation Titles Summary Report | Monthly Circulation Statistics Report |
Totals greater than
Description | =[Items Checked Out]+[Items Renewed]+[Holds Fulfilled]+[Items Soft Checked Out] |
Type | |
Universe | Circulation Events |
Appears in |
# B C D E G H I P T U V U |
User First Name
Description | The first name of the user that executed the report. |
Type | Dimension |
Universe | Acquisitions | Cataloging | Circulation Events | Circulation Fiscal Transactions | Circulation Hold Request | Circulation Item Status | Circulation Patron Information | Circulation Scheduled Items | E-Resources COUNTER 4 | Group Activity | Group Titles | Institution Title Holdings | Interlibrary Loan | LHR Item Detail | Overlap | Serials Received |
Appears in |
User Full Name
Description | The full name of the user that executed the report. |
Type | Dimension |
Universe | Acquisitions | Cataloging | Circulation Events | Circulation Fiscal Transactions | Circulation Hold Request | Circulation Item Status | Circulation Patron Information | Circulation Scheduled Items | E-Resources COUNTER 4 | Group Activity | Group Titles | Institution Title Holdings | Interlibrary Loan | LHR Item Detail | Overlap | Serials Received |
Appears in |
User Last Name
Description | The last name of the user that executed the report. |
Type | Dimension |
Universe | Acquisitions | Cataloging | Circulation Events | Circulation Fiscal Transactions | Circulation Hold Request | Circulation Item Status | Circulation Patron Information | Circulation Scheduled Items | E-Resources COUNTER 4 | Group Activity | Group Titles | Institution Title Holdings | Interlibrary Loan | LHR Item Detail | Overlap | Serials Received |
Appears in |
# B C D E G H I P T U V V |
Value
Description | Do not use. |
Type | Dimension |
Universe | Circulation Events |
Appears in | Outstanding Fees and Bills Report | Overdue Items Aging Report |