Skip to main content
OCLC Support

Circulation Events universe

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 Count

 

#  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 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 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 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/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 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.
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.
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 for 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 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 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
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 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

 

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

 

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.
Type Dimension
Universe Circulation Events | Circulation Item Status
Appears in All Checked Out Items ReportGroup All Checked Out Items ReportGroup Overdue Items Report | Overdue Items Aging 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 Local 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 ReportCirculation Dashboard | Group Circulation Events Detail ReportGroup All Checked Out Items ReportGroup 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 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  

Items Withdrawn

Description The number of items withdrawn.
Type Measure
Universe Circulation Events
Appears in  

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:

  • VOLUME - regular items that are represented by local holdings records in WorldCat
  • CIRC_MANAGED (TEMPORARY) - temporary items
  • FREE_TEXT - items that were created as a result of a free-text hold request from the patron interface
Type Dimension
Universe Circulation Events | Circulation Fiscal Transactions | Circulation Hold Request | Circulation Item Status | Circulation Scheduled Items
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)

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)

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)

Items Withdrawn

Description The number of items withdrawn.
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 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

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 Email Address

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 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 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 Institution Name

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

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 Registration Date

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 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

 

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 Last Name

 

#  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