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All available report fields

View all of the report fields available to build custom queries and retrieve data for custom and standard reports in WorldShare Reports in Power BI.

 Note: Click the name of a report field to view more information about that report field.

 

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A

 

Author Name

Individual or corporate entity responsible for the production of a work.

 

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B

 

Binding Status

Status which determines where in the binding process a specific serial issue is (e.g., Not Bound, Pending, Sent to Bindery, Bound)

 

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C

 

Calendar Date

Full calendar date.

Claim Count Number

The number of claims for a specific item.

Count Items

The number of items.

 

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E

 

Edition

A specific version of a work (e.g., the seventeenth edition of Webster's Dictionary).

Event Bill Reason

The reason that a bill was assessed for an event. Examples include: Overdue, Lost Item, Processing.

Event Borrower Category

The borrower category of the patron associated with an event.

Event Branch Name

The branch name associated with an event.

Event Count

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.

Event Currency

The fiscal currency of an event.

Event Date

The date of an event.

Event Date/Time

The date/time of an event.

Event Day Name of Week

The day of the week (e.g., Wednesday) for an event.

Event Due Date/Time

The date and time of the due date for an item in an event.

Event Fiscal Amount Paid

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.

Event Hour of Day 24

The hour of the day on a 24 hour clock for an event.

Event Loan Policy

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.

Event Month Name

The month name (e.g., November) for an event.

Event Patron Membership Expiration Date

The expiration date of the patron's membership period at the time of the event.

Event Patron Membership Policy Name

The name of the library's membership policy that applies to the patron's membership at the time of the event.

Event Patron Membership Start Date

The date when a patron's membership fee was fully paid or waived, and the membership period began at the time of the event.

Event Patron Membership Status

The patron's membership status at the time of the event, e.g., Active, Pending, etc.

Event Payment Method

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.

Event Pickup Branch Location

The service location at a library branch where an item is sent to fulfill a hold request.

Event Pickup Branch Name

The branch where an item is sent to fulfill a hold request.

Event Staff Full Name

The full name (given name and surname) of the staff member who performed an event.

Event System Index Number

A system-generated value representing a unique circulation event transaction within the reporting system, for purposes of returning distinct records. This index value may change over time and should not be used as a filter for locating specific records.

Event Transaction Source

The service or agent that originated the event.

Event Type

The kind of event that has occurred. Examples include checkout, place order, waive bill, etc.

Event Year

The calendar year in which the event occurred.

 

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H

 

Hold Item Consultations

The number of times that a staff user issued a requested item to a patron for in-house use.

 Note: This circulation activity is derived from WMS transactions only. It does not include circulation activity from a previous ILS.

Hold Item Consultations (Avg)

=Round (([Holds Item Consultations]/[Day Count]);2)

Holds Fulfilled

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.

Holds Fulfilled (Avg)

=Round (([Holds Fulfilled]/[Day Count]);2)

 

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I

 

ISSN

An International Standard Serial Number (ISSN) is a unique eight-digit number used to identify a periodical publication at a specific media type.

Issues Received

Number of issues received for an acquisition order item.

Item Barcode

The unique, machine readable code used to identify the item when performing library functions such as check in, check out, etc.

Item Branch Name

A specific location within an institution. An institution may have one or more branches.

Item Call Number

Value that defines the location of an item on the shelf in the library according to a particular shelving scheme.

Item Call Number (Normalized)

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

 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.

Item Call Number Main Class

Derived from 852 $h, the primary subject or topic of an item according to the shelving scheme, e.g., P for Library of Congress Classification or 200 for Dewey Decimal Classification.

 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.

Item Days Overdue

The number of days that an item has been checked out to a patron beyond its due date.

Item Due Date

The date the item is due.

Item Call Number Subclass

Derived from 852 $h, the secondary subject or topic of an item according to the shelving scheme, e.g., PS from Library of Congress Classification or 020 from Dewey Decimal Classification.

 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.

Item Days in Transit

The number of days that have passed since an item was sent to but has not yet arrived at a different location.

Item Declared Absent Date

The date the item was declared absent.

Item Deleted Date

The date that the item was withdrawn from the circulation system. Items are considered 'Withdrawn' if the deleted date is in the past and the item record has not yet been deleted per the Deleted Items retention policy.

Item Due Date

The date the item is due.

Item Edition

A specific version of a work (e.g., the seventeenth edition of Webster's Dictionary).

Item Enumeration and Chronology

The numeric, alphabetic, and/or date designation that either appears on an item or that is used to record the receipt of an item.

Item Holding Location

The four-character code that designates the holding location for an item.

Item Issued Count

The number of times an item has been checked out or renewed. May also include statistics from a previous ILS.

Item Last Modified Date/Time

The date and time that the circulation item was last modified.

Item Last Seen Branch Name

The library branch where an item was last seen by library staff.

Item Last Seen Branch Location

The service location at a library branch where an item was last seen by library staff.

Item Last Seen Date

The date when an item was last seen by library staff.

Item Lending Policy

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.

Item Long Overdue Date/Time

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.

Item Material Format

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.

Item OCLC Number

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.

Item Overdue Indicator

Value ('Y' or 'N') indicating if the on loan item is past due.

Item Permanent Shelving Location

The permanent location within a branch where an item is shelved.

Item Recall Due Date

The date the item is due based on a recall.

Item Recalled Date

The date the item was recalled.

Item Record Type

The type of item described in the holdings statement, e.g., SINGLE_PART, MULTI_PART, SERIAL, etc. Derived from the coded value in position 6 of the LHR leader.

Item Renewal Count

The number of times the item has been renewed by the current patron.

 Note: This circulation activity is derived from WMS transactions only. It does not include circulation activity from a previous ILS.

Item Status Current Status

The circulation state of an item, one of: Available, Unavailable, On Order, On Loan, On Hold, Transit, Dispatched, Lost, Missing, Claimed Returned, Claimed Missing, Withdrawn.

Item Status Loan Policy Name

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.

Item Status Origin Branch

The library branch from which an item is being sent to fulfill a hold request.

Item Status Transfer Routing Reason

The reason an item is being moved to another location (e.g., hold, repair, reshelve).

Item Temporary Shelving Location

The temporary location within a branch where an item is shelved.

Item Title

The descriptive name used to identify an intellectual work such as a book, film or other composition.

Item Transfer Routed Date

The date the item was moved to a different location.

Items Checked In (Avg)

=Round(([Items Checked In]/[Day Count]);2)

Items Checked Out

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.

Items Checked Out (Avg)

=Round(([Items Checked Out]/[Day Count]);2)

Items Renewed

The number of items renewed.

 Note: This circulation activity is derived from WMS transactions only. It does not include circulation activity from a previous ILS.

Items Soft Checked Out

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.

Items Soft Checked Out (Avg)

=Round(([Items Soft Checked Out]/[Day Count]);2)

 

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L

 

Language Name

The primary language in which a work is published.

Last Claim Date

Date institution last inquired with a vendor about the status of an item that has not been received.

LHR Basic Unit Enumeration and Chronology

From fields 853 and 863, the numeric, alphabetic, and/or date designation that either appears on an item or that is used to record the receipt of an item.

LHR Control Number

From 001, the system-supplied control number assigned to a separate local holdings record.

LHR Index Enumeration and Chronology

From fields 855 and 865, the numeric, alphabetic, and/or date designation for an index that either appears on an item or that is used to record the receipt of an item.

LHR Item Barcode

From 876-878 $p or 852 $p, the unique, machine readable code used to identify the item when performing library functions such as check in, check out, etc.

LHR Item Call Number

From 852 $k, $h, $i, and $m, value that defines the location of an item on the shelf in the library according to a particular shelving scheme.

LHR Item Permanent Shelving Location

From 852 $c, the permanent location within a branch where an item is shelved, e.g., Main Reference.

LHR Item Textual Holdings

From 866-868 $a, a textual description of the holdings used instead of or in addition to the coded 853-855 and 863-865 fields when those fields cannot be used adequately to describe the holdings.

LHR Supplement Enumeration and Chronology

From fields 854 and 864, the numeric, alphabetic, and/or date designation for a supplementary material that either appears on an item or that is used to record the receipt of an item.

LHR System Index Number

A system generated index value representing a unique LHR item record, for purposes of returning distinct reporting records. This index value may change daily and should not be used as a filter for locating specific records.

Loan Checked Out Date

The date the item was checked out to a patron.

Loan Notification Count

The number of overdue notices sent concerning the item that is currently on loan to the patron. This number is reset once the item is checked out to a different patron.

Local Item Call Number

From LHR 852 $k, $h, $i, and $m, value that defines the location of an item on the shelf in the library according to a particular shelving scheme.

Local Item Call Number (Localized)

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

 Note: In the Collection Title Volatility dataset, this field will start to be populated on 16 February 2022. Historical data will not be backfilled.

Local Item Permanent Shelving Location

From LHR 852 $c, the permanent location within a branch where an item is shelved, e.g., Main Reference.

 

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M

 

Material Format

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.

Material Subformat

Sub-category of an item’s material format that defines the physical or digital nature of the item (e.g., DVD, cassette, eMusic, etc.).

 

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N

 

New Titles

The number of new titles added to a collection for a given time frame.

 

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O

 

OCLC Number

The OCLC Control Number is a unique, sequentially assigned number associated with a record in WorldCat. The number is included in a WorldCat record when the record is created. The OCLC Control Number enables successful implementation and use of many OCLC products and services, including WorldCat Discovery and WorldCat Navigator. OCLC encourages the use of the OCLC Control Number in any appropriate library application, where it can be treated as if it is in the public domain.

 

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P

 

Patron Address Type

The category of the patron’s primary mailing address (e.g., Home, Work, Other).

Patron Barcode

The unique, machine-readable code representing the patron. Used to identify the patron when performing library functions such as check-in, check-out, etc.

Patron Blocked Flag

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.

Patron Borrower Category

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.

Patron City/Locality

The city of the patron's primary mailing address.

Patron Count

The number of patrons.

Patron Country

The country of the patron's primary mailing address.

Patron Created Date

Date/time the identity record was created in the system. Refer to Patron Registration Date for when the patron record was registered for use.

Patron Custom Category 1

A library-defined field used to store additional information about a patron.

Patron Custom Category 2

A library-defined field used to store additional information about a patron.

Patron Custom Category 3

A library-defined field used to store additional information about a patron.

Patron Custom Category 4

A library-defined field used to store additional information about a patron.

Patron Date of Birth

The date of birth for a patron.

Patron Email Address

The primary email address for the patron. An email address flagged as primary will be used to send notices to the patron.

Patron Email Address Type

The category of the patron’s primary email address (e.g., Home, Work, Other).

Patron Expiration Date

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.

Patron Expired Flag

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.

Patron Family Name

The patron’s surname or last name. The family name is the part of a patron’s name handed down from generation to generation.

Patron Gender

The biological sex (male or female) of a given patron.

Patron Given Name

The patron's first name or forename that distinguishes a member of the same family.

Patron Home Branch Name

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.

Patron ILL Approved Flag

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.

Patron ILL Blocked Flag

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.

Patron ILL Identifier

The unique identifier assigned to the patron who can request ILL services.

Patron ILL Patron Type

The borrower category (e.g., Undergraduate) of the patron, supplied by the institution.

Patron ILL Pickup Location

The default library branch or location at which the patron can pick up their ILL request.

Patron Last Activity Date

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.

Patron Last Modified Date

The most recent date that the patron's record was modified.

Patron Last Modified User

User who last updated the patron record.

Patron Membership Expiration Date

The expiration date of the patron's most recent membership period.

Patron Membership Policy Name

The name of the library's membership policy that applies to the patron's most recent membership.

Patron Membership Start Date

The date when a patron's most recent membership fee was fully paid or waived, and the membership period began.

Patron Membership Status

The patron's most recent membership status, e.g., Active, Pending, etc.

Patron Phone Number

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.

Patron Phone Type

The category of the patron’s primary telephone type (e.g., Home, Work, Mobile).

Patron Postal Code

The postal code (e.g., zip code) of the patron’s primary mailing address.

Patron Public Notes

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.

Patron Registration Date

The date/time on which the patron record was created.

Patron Source System

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.

Patron Staff Notes

Additional information about a patron that is visible only to library staff.

 Note: This field has a 4,000 character limit.

Patron State/Province

The state or province of the patron's primary mailing address.

Patron Street Address 1

The first street address line of the patron's primary mailing address.

Patron Street Address 2

The second street address line of the patron's primary mailing address.

Patron Suspended Until Date

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.

Patron User ID At Source

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).

Patron Verified Flag

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.

Publication Date

Date resource was published.

Publication Frequency

Term that describes how often a title is published (e.g., monthly, quarterly).

Publisher Name

A person or company that prepares and issues books, journals, music, or other works.

 

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R

 

Removed Titles

The number of titles that an institution no longer has their OCLC symbol attached to, for a given time frame.

 

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S

 

Serials Received Date

The date a serial was received by the institution.

Serials Receiving Status Code

The underlying, untranslated code value representing the receiving disposition of the serial, e.g., Received, Claimed.

Source Application

Process name for the application that performed some action (e.g. RECORD MANAGER, WMS, OCLC PROCESSING, etc.)

 

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T

 

Title

The descriptive name used to identify an intellectual work such as a book, film or other composition. Unique by OCLC number.

Title Holding Added Date

The date and time a title was added to an institution's collection.

Title Holding Removed Date

The date and time a title was removed from an institution's collection.