Report fields M-P
View all report objects M-P available to retrieve data for standard reports in WorldShare Reports in Power BI.
| M N O P M |
| Report field | Description | Appears in |
|---|---|---|
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. | Acquisitions Overview LHR Duplicate Barcodes Monthly Circulation Statistics New Titles List Open Encumbrances Payment Activity Analysis Receiving Activity by Location Removed Titles List Title Copy Payment Detail |
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.). | New Titles List Removed Titles List |
| M N O P N |
| Report field | Description | Appears in |
|---|---|---|
New Titles
|
The number of new titles added to a collection for a given time frame. | New Titles List |
| M N O P O |
| Report field | Description | Appears in |
|---|---|---|
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. | LHR Duplicate Barcodes New Titles List Open Encumbrances Payment Activity Analysis Removed Titles List Serials Claimed Summary Serials Received Summary Title Copy Payment Detail |
Open Encumbrance Indicator
|
Value ('Y' or 'N') indicating if the budget transaction is an open encumbrance. | Open Encumbrances |
Order Date
|
Date the order was placed. | Open Encumbrances Vendor Performance |
Order Item Number
|
Identifier for an order item automatically generated by the system and unique for that institution across all vendors. | Payment Activity Analysis Title Copy Payment Detail |
Order Item Unit Price
|
Price for a single copy of an order item (i.e., quantity = 1) as a monetary amount. | Payment Activity Analysis Title Copy Payment Detail |
Order Name
|
Name or description provided by the user for an order. Used to provide an internal way to reference the order by the institution. | Payment Activity Analysis Title Copy Payment Detail |
Order Number
|
Identifier for an order automatically generated by the system and unique for that Institution across all vendors. | Open Encumbrances Payment Activity Analysis Title Copy Payment Detail |
Order Placed Date
|
The date and time the order was placed. | Open Encumbrances |
Order Type
|
An order belongs to one of the following types: Approval Plan, Purchase Order, Gift/Donation List, DDA Plan, Blanket Order, Standing Order, or Legal Deposit List. The type determines a number of factors in how the order is handled, including whether the order needs to be placed before items can be received or invoiced. | Open Encumbrances Payment Activity Analysis Receiving Activity by Location Title Copy Payment Detail |
| M N O P P |
| Report field | Description | Appears in |
|---|---|---|
Part of Monographic Series Indicator
|
A flag ('Y' or 'N') to indicate if the copy for a given order item is part of a monographic series order item. | Payment Activity Analysis Title Copy Payment Detail |
Patron Address Type
|
The category of the patron’s primary mailing address (e.g., Home, Work, Other). | Patron Information Detail |
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. | All Checked Out Items Circulation Events Detail Fiscal Detail Patron Information Detail Outstanding Fees and Bills Overdue Items Recalled Items |
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 Information Detail |
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. | All Checked Out Items Fiscal Detail Patron Counts Summary Patron Information Detail Outstanding Fees and Bills Overdue Items Recalled Items |
Patron City Locality
|
The city of the patron's primary mailing address. | All Checked Out Items Patron Information Detail Outstanding Fees and Bills Overdue Items Recalled Items |
Patron Count
|
The number of patrons. | Patron Counts Summary |
Patron Country
|
The country of the patron's primary mailing address. | Patron Information Detail |
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 Information Detail |
Patron Custom Category 1
|
A library-defined field used to store additional information about a patron. | All Checked Out Items Circulation Events Detail Patron Counts Summary Patron Information Detail Outstanding Fees and Bills Overdue Items Recalled Items |
Patron Custom Category 2
|
A library-defined field used to store additional information about a patron. | All Checked Out Items Circulation Events Detail Patron Counts Summary Patron Information Detail Outstanding Fees and Bills Overdue Items Recalled Items |
Patron Custom Category 3
|
A library-defined field used to store additional information about a patron. | All Checked Out Items Circulation Events Detail Patron Counts Summary Patron Information Detail Outstanding Fees and Bills Overdue Items Recalled Items |
Patron Custom Category 4
|
A library-defined field used to store additional information about a patron. | All Checked Out Items Circulation Events Detail Patron Counts Summary Patron Information Detail Outstanding Fees and Bills Overdue Items Recalled Items |
Patron Date of Birth
|
The date of birth for a patron. | Patron Information Detail |
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. | All Checked Out Items Patron Information Detail Outstanding Fees and Bills Overdue Items Recalled Items |
Patron Email Address Type
|
The category of the patron’s primary email address (e.g., Home, Work, Other). | Patron Information Detail |
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. | All Checked Out Items Patron Information Detail |
Patron Expiration Year Month
|
The calendar year and month (e.g., 2023-04) that the patron user record expires, thereby making them inactive in the library system. | Patron Counts Summary |
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 Counts Summary Patron Information Detail |
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. | All Checked Out Items Patron Information Detail Outstanding Fees and Bills Overdue Items Recalled Items |
Patron Gender
|
The biological sex (male or female) of a given patron. | All Checked Out Items Patron Information Detail |
Patron Given Name
|
The patron's first name or forename that distinguishes a member of the same family. | All Checked Out Items Patron Information Detail Outstanding Fees and Bills Overdue Items Recalled Items |
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. | Outstanding Fees and Bills Patron Counts Summary Patron Information Detail |
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 Information Detail |
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 Information Detail |
Patron ILL Identifier
|
The unique identifier assigned to the patron who can request ILL services. | Patron Information Detail |
Patron ILL Patron Type
|
The borrower category (e.g., Undergraduate) of the patron, supplied by the institution. | Patron Information Detail |
Patron ILL Pickup Location
|
The default library branch or location at which the patron can pick up their ILL request. | Patron Information Detail |
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 Information Detail |
Patron Last Modified Date
|
The most recent date that the patron's record was modified. | Patron Information Detail |
Patron Last Modified User
|
User who last updated the patron record. | Patron Information Detail |
Patron Membership Expiration Date
|
The expiration date of the patron's most recent membership period. | Patron Information Detail |
Patron Membership Policy Name
|
The name of the library's membership policy that applies to the patron's most recent membership. | Patron Information Detail |
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 Information Detail |
Patron Membership Status
|
The patron's most recent membership status, e.g., Active, Pending, etc. | Patron Information Detail |
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. | All Checked Out Items Patron Information Detail Outstanding Fees and Bills Overdue Items Recalled Items |
Patron Phone Type
|
The category of the patron’s primary telephone type (e.g., Home, Work, Mobile). | Patron Information Detail |
Patron Postal Code
|
The postal code (e.g., zip code) of the patron’s primary mailing address. | All Checked Out Items Patron Counts Summary Patron Information Detail Outstanding Fees and Bills Overdue Items Recalled Items |
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 Information Detail |
Patron Registration Date
|
The date/time on which the patron record was created. | Patron Information Detail |
Patron Registration Year Month
|
The calendar year and month (e.g., 2023-04) on which the patron record was created. | Patron Counts Summary |
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. | Outstanding Fees and Bills Patron Information Detail |
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 Information Detail |
Patron State Province
|
The state or province of the patron's primary mailing address. | All Checked Out Items Patron Information Detail Outstanding Fees and Bills Overdue Items Recalled Items |
Patron Street Address 1
|
The first street address line of the patron's primary mailing address. | All Checked Out Items Patron Information Detail Outstanding Fees and Bills Overdue Items Recalled Items |
Patron Street Address 2
|
The second street address line of the patron's primary mailing address. | All Checked Out Items Patron Information Detail Outstanding Fees and Bills Overdue Items Recalled Items |
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 Information Detail |
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). | Outstanding Fees and Bills Patron Information Detail |
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. | Patron Information Detail |
Preferred External Identifier
|
Identifier used by the institution to uniquely identify an item to a vendor. Used for ordering, especially via electronic data interchange (EDI) methods. | Payment Activity Analysis Title Copy Payment Detail |
Preferred External Identifier Type
|
Type of identifier to uniquely identify an item to a vendor (e.g., ISBN, ISSN). | Payment Activity Analysis Title Copy Payment Detail |
Processing Type
|
Category representing how an order item should be processed when it arrives. Possible values include: Monograph, Monographic Series, Serial, Local, and Electronic Product. | Open Encumbrances Payment Activity Analysis Receiving Activity by Location Title Copy Payment Detail |
Publication Date
|
Date resource was published. | New Titles List Open Encumbrances Payment Activity Analysis Removed Titles List Title Copy Payment Detail |
Publication Frequency
|
Term that describes how often a title is published (e.g., monthly, quarterly). | Serials Claimed Summary Serials Received Summary |
Publisher Name
|
A person or company that prepares and issues books, journals, music, or other works. | New Titles List Open Encumbrances Payment Activity Analysis Removed Titles List Title Copy Payment Detail |