In WorldShare Report Designer, a universe maps to data in the database but presents data to you in non-technical terms. A universe contains classes, objects, and pre-defined query filters.
Available universes
Data refresh rate: Daily; after successful load, data will be "as of" the end of the previous calendar day.
Institution row limit: 50,000
The Acquisitions universe contains information from the activities in the WMS Acquisitions module. This includes data about purchase orders, receiving activity, and invoices. All of the standard Acquisitions reports, with the exception of the Serials Received Summary Report, are created from this universe.
The following classes and report objects are of note:
Data refresh rate: Daily; after successful load, data will be "as of" the end of the previous calendar day.
Institution row limit: 50,000
The Acquisitions Vendor universe contains information from the Vendors screen of the Acquisitions module in WorldShare Management Services. This includes data about vendor names, addresses, and contacts. Each combination of vendor, address, and contact appears as its own row in a report, so you may have more than one row for a given vendor.
This universe can be used to create multi-universe reports with the Acquisitions Universe using the Vendor ID object located in the Identifiers folder.
Data refresh rate:
Institution row limit: 50,000
The Cataloging universe contains title holdings, item holdings, and volatility information for new and removed titles in your collection. Report objects from the Title Holding Information class cannot be combined with objects in the Item Holding or Volatility class and vice versa.
The following classes and report objects are of note:
Data refresh rate: Daily; after successful load, data will be "as of" the end of the previous calendar day.
Institution row limit: 50,000
The Circulation Events universe contains historical information from the event transactions in the WMS Circulation module. This includes data about the patron associated with the transaction and bibliographic item-level information.
If you are looking for the current status of items, use the Circulation Item Status universe.
The following classes and report objects are of note:
Note: Some fields may not be populated when using the Circulation Events universe to create a report. For example:
Event type (English) | Associated Circulation Events universe event count measure | Occurs because... |
---|---|---|
Approve-Hold | Holds Approved | An item has been approved by library staff to fulfill a hold request. |
Cancel-Bill | Bills Cancelled | A bill has had its total, original amount outstanding cancelled by library staff or policy. |
Cancel-Hold | Holds Cancelled | A hold request has been deleted by the user or library staff. |
Cancel-Room-Schedule | A room schedule has been deleted. | |
Cancel-Schedule | An item schedule has been deleted. | |
Change-Due-Date | Due Dates Changed | An item on loan has its due date manually updated by library staff. |
Check-In | Items Checked In | An item that was previously on loan to a user has been returned. |
Check-Out | Items Checked Out | An item has been loaned to a user. |
Complete-Hold | Holds Completed | A hold request has been marked complete by library staff. |
Consult-Hold-Item | Hold Item Consultations | A hold request has been updated to In Use status by library staff when the item is issued to the patron for in-house use. |
Create-Bill | Bills Created | A bill has been created against a user's account by library staff or policy. |
Create-Item | A temporary or container item has been created. | |
Decline-Hold | A hold has been declined to be fulfilled by a specific branch after an item appears in its pull list. | |
Dispatch-Item | Items Dispatched | An item has been routed to a different branch after an even number of check ins at the origin branch. |
Edit-Bill | A bill note has been updated by library staff. | |
Edit-Hold | A hold's pickup location, notes, hold shelf expiration date/time, approval status, etc., have been updated. | |
Edit-Item | Items Edited | A temporary or container item's bibliographic or item details have been edited. Event is not written when an item is added or removed from a container. |
Edit-Schedule | An item schedule's start date/time, end date/time, note, pickup location, etc., has been updated. | |
Expire-Hold | Holds Expired | A hold has been deleted because its expiration date has passed, any expiration notifications have been sent to the user, and (for fulfilled holds only) the reserved item has been checked in off the Clear Hold Shelf report. |
Find-Item | Items Found | An item that was previously in Missing, Lost, Claimed Never Had, or Claimed Already Returned status has been checked in. |
Forward-Hold | A title-level hold has been manually forwarded by library staff for potential fulfillment at other branches of the same institution or at all relevant locations within a circulation group. | |
Fulfill-Constrained-Hold | An item is checked in to fulfill a hold at the pickup location, but the hold requires library staff to take action before the hold can transition to Ready for Use status, e.g., the hold needs approval or preparation. | |
Fulfill-Hold | Holds Fulfilled | A hold has transitioned to Ready for Use status after the item arrives at the pickup location, and any required processing constraints (e.g., item approval) are completed. |
Fulfill-Schedule Fulfill-Schedule-Item |
An item schedule is ready for pickup (these two events are written for the same action). | |
Patron-Delete | A user record has been deleted. | |
Pay-Bill | Bills Paid | A bill has been partially or fully paid by a user. |
Pay-Bill-Pending | A user has consented to WMS sharing billing data with a third party online bill payment processing service. Online payment may be pending. | |
Pickup-Hold | Holds Picked Up | A user has checked out an item that has fulfilled that user's hold request. |
Pickup-Schedule | A user has checked out an item that has fulfilled that user's item scheduling request. | |
Place-Hold | Holds Placed | A hold request has been created by a user, library staff, or third-party integration. |
Place-Room-Schedule | A room schedule has been created. | |
Place-Schedule | An item schedule has been created. | |
Prepare-Hold | Holds Prepared | A hold request has been marked prepared by library staff. |
Recall-Item | Items Recalled | An item on loan has been manually recalled for use by another user. Event is not written if automatic renewal fails. |
Receive-Item | Items Received | An item that was previously in In Transit or Dispatched status has been checked in at its destination branch. |
Refund-Bill | A previously paid amount has been partially or fully refunded to a user. | |
Renew | Items Renewed | An item on loan has been renewed successfully. |
Report-Already-Returned | An item on loan has been claimed already returned by the user. | |
Report-Lost | An item on loan has been claimed lost by the user. | |
Report-Missing | An item has been updated to Missing status. | |
Report-Never-Had | An item on loan has been reported never had by the user. | |
Return-Hold-Item | A hold request has been updated back to Ready for Use status by library staff after being issued to the patron for in-house use. Implies that the patron plans to come back to consult the item again. | |
Route-Item | Items Routed | An item has been routed to a different branch after an odd number of check ins at the origin branch. |
SIP2-Patron-Authentication | A user has been verified by the WMS SIP2 Service. | |
Soft-Check-Out | Items Soft Checked Out | An item has been checked in using non-loan return mode or using Digby's reshelving function. |
Start-Membership | Memberships Started | A user's membership has been activated by the full payment and/or waiving of the associated membership bill. |
Suspend-Patron | A user's suspension status has been updated by library staff or policy. | |
Update-Item-Location | An item's last-seen location has been manually updated by library staff. | |
Waive-Bill | A bill has had part or all of its total, original amount outstanding waived by library staff. | |
Withdraw-Item | A temporary or container item has been withdrawn from the collection. |
Note: This feature is offered on an opt-in basis.
With WorldShare Reports and Report Designer, you can disassociate patron data from circulation events in the Circulation Events universe, Circulation Events Detail Report, and Daily Payments Report. This action removes all Personally Identifiable Information (PII) associated with a patron (e.g., Patron Full Name, Patron Email Address, and Patron Phone Number) from the circulation event. The circulation event and non-PII data (e.g., Event Borrower Category and Event Branch Name) will remain in the system. Disassociating the PII data but maintaining the transaction allows you to continue to track activity trends and perform analysis based on historical circulation events.
Patron data is still maintained and stored in Analytics. For example, patron data associated with current item status (e.g., what patron currently has an item checked out) is still present. So, reports from the Circulation Item Status universe, such as the All Checked Out Items Report and the Overdue Items Aging Report, will still have full patron data associated with the item records. The Circulation Patron Information universe is also not impacted, so the Patron Information Detail Report will still list patrons and their full details. There is also no impact to the Circulation Fiscal Transactions, Circulation Hold Request, and Circulation Scheduled Items universes, as well as the FTP reports.
If you would like to request this feature, contact analyticsfeedback@oclc.org with the information listed below. Upon receipt of your email, the Analytics product team will schedule a meeting with you to provide specific details.
Hello, I would like to disassociate patron data from circulation events in WorldShare Reports and Report Designer. Institution information:
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Data refresh rate: Daily; after successful load, data will be "as of" the end of the previous calendar day.
Institution row limit: 50,000
The Circulation Fiscal Transactions universe contains information about the source of any fiscal creation of bills, payment of bills, waiving, refunding, and cancelling bills.
The following classes and report objects are of note:
Data refresh rate: Daily; after successful load, data will be "as of" the end of the previous calendar day.
Institution row limit: 50,000
The Circulation Hold Request universe contains information about all current hold requests. This includes data about the title being requested, the requestor, and dates associated with the hold. This universe does not include scheduled items.
If you are looking for scheduled items, use the Circulation Scheduled Items universe.
Note: The information in this universe is a snapshot of current hold activity. It should not be used for analysis of historical holds activity.
The following classes and report objects are of note:
Data refresh rate: Daily; after successful load, data will be "as of" the end of the previous calendar day.
Institution row limit: 50,000
The Circulation Item Status universe contains information about the current status of all barcoded items in WMS. This includes data about the item and patron data that might be associated with the item.
Note: The information in this universe is a snapshot of the current item status. It should not be used for analysis of historical item activity.
The following classes and report objects are of note:
Data refresh rate: Daily; after successful load, data will be "as of" the end of the previous calendar day.
Institution row limit: 50,000
The Circulation Patron Information universe contains information about all of your patrons whether or not they are associated with any activities in WMS. This universe can be used to report on patron account expiration, patrons with missing information, etc.
The following classes and report objects are of note:
Data refresh rate: Daily; after successful load, data will be "as of" the end of the previous calendar day.
Institution row limit: 50,000
The Circulation Scheduled Items universe contains information contains historical and current information about items that have been scheduled in WorldShare Circulation. This includes data about the item and patron data that might be associated with the schedule.
Data refresh rate: Snapshot (current data only)
Institution row limit: 50,000
The Data Refresh Activity universe contains the date and time that each universe was last updated. It also contains the refresh frequency of all available universes.
Data refresh rate: Daily; after successful load, data will be "as of" the end of the previous calendar day.
Institution row limit: 50,000
The E-Resources universe contains e-resources COUNTER 4 usage data loaded through WorldShare License Manager by your library or directly by a vendor.
Note: In order for data to appear in this universe, you must first utilize COUNTER usage harvesting in WorldShare License Manager (i.e., via SUSHI).
Data refresh rate: Daily; after successful load, data will be "as of" the end of the previous calendar day.
Institution row limit: 50,000
The E-Resources universe contains e-resources COUNTER 5 usage data loaded through WorldShare License Manager by your library or directly by a vendor.
Note: In order for data to appear in this universe, you must first utilize COUNTER usage harvesting in WorldShare License Manager (i.e., via SUSHI).
Data refresh rate: Monthly on the first of the month; after successful load, data will be "as of" the end of the previous calendar month.
Group row limit: 500,000
The Group Activity universe contains data about the titles added and removed at the WMS group level. Users can view titles added or removed across data periods.
Note: For more information regarding WorldShare Reports and Report Designer groups, please see About WMS Group reports.
Data refresh rate: Monthly on the first of the month; after successful load, data will be "as of" the end of the previous calendar month.
Group row limit: 500,000
The Group Titles universe contains information regarding the titles held by a WMS group. Users can compare title holdings at the group level across monthly snapshots of title holdings.
Note: For more information regarding WorldShare Reports and Report Designer groups, please see About WMS Group reports.
Data refresh rate: Daily; after successful load, data will be "as of" the end of the previous calendar day.
Institution row limit: 500,000
The Institution Title Holdings universe contains current data about an institution's title holdings, as well as bibliographic data about the title. This universe can also be used to count current title holdings according to a custom report's selected parameters.
Note: Only libraries using Tipasa can view the Interlibrary Loan universe. You must have the WORLDSHARE_ILL_ADMIN role to view and create Interlibrary Loan reports.
Data refresh rate: Monthly on the first of the month; after successful load, data will be "as of" the end of the previous calendar month.
Institution row limit: 50,000
The Interlibrary Loan universe contains details regarding loan requests, including events and statuses.
Data refresh rate: Daily; after successful load, data will be "as of" the end of the previous calendar day.
Institution row limit: 500,000
The LHR Item Detail universe contains current details regarding the LHR items owned, created, or maintained by the institution.
Data refresh rate: Monthly on the first of the month; after successful load, data will be "as of" the end of the previous calendar month.
Institution row limit: 500,000
The Overlap universe contains information about public WorldShare Knowledge Base collections and titles within those collections. This universe allows libraries to compare WorldShare Knowledge Base collections in order to see which titles in the collections overlap.
Note: The information in this universe is a monthly snapshot of KB collections and titles. It should not be used for historical analysis.
Data refresh rate: Daily; after successful load, data will be "as of" the end of the previous calendar day.
Institution row limit: 50,000
The Serials Received universe contains data about serials received through WMS Acquisitions. This universe contains information about the received item as well as the received action, including issue counts and received dates and times.