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 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 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 |