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Circulation Fiscal Transactions universe

View all report objects available in the Circulation Fiscal Transactions universe.
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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 Cancelled Amount

Description The monetary amount of the cancelled bills.
Type Measure
Universe 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 Amount

Description The monetary amount of the created bills.
Type Measure
Universe 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 Amount

Description The monetary amount of the paid bills.
Type Measure
Universe Circulation Fiscal Transactions
Appears in Fiscal Summary Report

Bills Refunded

Description The number of bills refunded.
Type Measure
Universe Circulation Fiscal Transactions
Appears in  

Bills Refunded Amount

Description The monetary amount of the refunded bills.
Type Measure
Universe Circulation Fiscal Transactions
Appears in  

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 Amount

Description The monetary amount of the waived bills.
Type Measure
Universe Circulation Fiscal Transactions
Appears in Fiscal Summary Report

 

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Fieldtype

Description Do not use.
Type Dimension
Universe Circulation Fiscal Transactions
Appears in  

Fiscal Action Type

Description The kind of fiscal transaction. Examples include: ASSESS, PAY, WAIVE.
Type Dimension
Universe Circulation Fiscal Transactions
Appears in Fiscal Detail Report

Fiscal Bill Reason

Description The reason for the fiscal transaction. Examples include: Overdue, Lost Item, Processing.
Type Dimension
Universe Circulation Fiscal Transactions
Appears in Fiscal Detail Report | Outstanding Fees and Bills Report

Fiscal Currency

Description The three-character code (e.g., CAD, EUR, USD) that designates the monetary unit in which the fiscal transaction is recorded. The currency code is based on the ISO-4217 standard.
Type Dimension
Universe Circulation Fiscal Transactions
Appears in Fiscal Detail Report | Fiscal Summary Report | Outstanding Fees and Bills Report

Fiscal Last Modified Institution Name

Description The institution that performed the most recent activity for a fiscal transaction.
Type Dimension
Universe Circulation Fiscal Transactions
Appears in  

Fiscal Last Modified Institution Symbol

Description The three or five-character code assigned by OCLC to identify the fiscal last modified institution. This is often referred to as the OCLC symbol.
Type Dimension
Universe Circulation Fiscal Transactions
Appears in  

Fiscal Last Modified Staff Full Name

Description The full name (given name and surname) of the staff member who performed the most recent activity for a fiscal transaction.
Type Dimension
Universe Circulation Fiscal Transactions
Appears in  

Fiscal Payment Method

Description The form of payment used to pay a fiscal transaction. Payment methods are defined by the library and usually include categories such as cash, check and credit.
Type Dimension
Universe Circulation Fiscal Transactions
Appears in Fiscal Detail Report

Fiscal Tax Rate

Description The percentage that an institution must apply in taxes to a fiscal transaction.
Type Dimension
Universe Circulation Fiscal Transactions
Appears in  

Fiscal Transaction Day

Description The day of the week (e.g., Wednesday) for a fiscal transaction.
Type Dimension
Universe Circulation Fiscal Transactions
Appears in  

Fiscal Transaction Day Name

Description The enumerated day (1-31) of the month for a fiscal transaction.
Type Dimension
Universe Circulation Fiscal Transactions
Appears in  

Fiscal Transaction Institution Name

Description The institution that levied the fiscal transaction.
Type Dimension
Universe Circulation Fiscal Transactions
Appears in  

Fiscal Transaction Institution Symbol

Description The three or five-character code assigned by OCLC to identify the fiscal transaction institution. This is often referred to as the OCLC symbol.
Type Dimension
Universe Circulation Fiscal Transactions
Appears in  

Fiscal Transaction Item Due Date

Description The due date of the item on a fiscal transaction.
Type Dimension
Universe Circulation Fiscal Transactions
Appears in  

Fiscal Transaction Item Due Day

Description The enumerated day (1-31) of the month for the due date on a fiscal transaction.
Type Dimension
Universe Circulation Fiscal Transactions
Appears in  

Fiscal Transaction Item Due Day Name

Description The day of the week (e.g., Wednesday) for the due date on a fiscal transaction.
Type Dimension
Universe Circulation Fiscal Transactions
Appears in  

Fiscal Transaction Item Due Month

Description The enumerated month of the year (1-12) for the due date on a fiscal transaction.
Type Dimension
Universe Circulation Fiscal Transactions
Appears in  

Fiscal Transaction Item Due Month Name

Description The month name (e.g., November) for the due date on a fiscal transaction.
Type Dimension
Universe Circulation Fiscal Transactions
Appears in  

Fiscal Transaction Item Due Year

Description The year of the due date on a fiscal transaction.
Type Dimension
Universe Circulation Fiscal Transactions
Appears in  

Fiscal Transaction Last Modified Date

Fiscal Transaction Last Modified Day

Description The enumerated day (1-31) of the month of the last modification on a fiscal transaction.
Type Dimension
Universe Circulation Fiscal Transactions
Appears in  

Fiscal Transaction Last Modified Day Name

Description The day of the week (e.g., Wednesday) of the last modification on a fiscal transaction.
Type Dimension
Universe Circulation Fiscal Transactions
Appears in  

Fiscal Transaction Last Modified Month

Description The enumerated month of the year (1-12) of the last modification on a fiscal transaction.
Type Dimension
Universe Circulation Fiscal Transactions
Appears in  

Fiscal Transaction Last Modified Month Name

Description The month name (e.g., November) of the last modification on a fiscal transaction.
Type Dimension
Universe Circulation Fiscal Transactions
Appears in  

Fiscal Transaction Last Modified Year

Description The year of the last modification on a fiscal transaction.
Type Dimension
Universe Circulation Fiscal Transactions
Appears in  

Fiscal Transaction Last Payment Date

Description The date of the last payment on a fiscal transaction.
Type Dimension
Universe Circulation Fiscal Transactions
Appears in  

Fiscal Transaction Last Payment Day

Description The enumerated day (1-31) of the month of the last payment on a fiscal transaction.
Type Dimension
Universe Circulation Fiscal Transactions
Appears in  

Fiscal Transaction Last Payment Day Name

Description The day of the week (e.g., Wednesday) of the last payment for a fiscal transaction.
Type Dimension
Universe Circulation Fiscal Transactions
Appears in  

Fiscal Transaction Last Payment Month

Description The enumerated month of the year (1-12) of the last payment on a fiscal transaction.
Type Dimension
Universe Circulation Fiscal Transactions
Appears in  

Fiscal Transaction Last Payment Month Name

Description The month name (e.g., November) of the last payment on a fiscal transaction.
Type Dimension
Universe Circulation Fiscal Transactions
Appears in  

Fiscal Transaction Last Payment Year

Description The year of the last payment for a fiscal transaction.
Type Dimension
Universe Circulation Fiscal Transactions
Appears in  

Fiscal Transaction Last Update Date/Time

Description The date and time on which the fiscal transaction was created.
Type Dimension
Universe Circulation Fiscal Transactions
Appears in  

Fiscal Transaction Last Update Day

Description The enumerated day (1-31) of the month of the last update on a fiscal transaction.
Type Dimension
Universe Circulation Fiscal Transactions
Appears in  

Fiscal Transaction Last Update Day Name

Description The day of the week (e.g., Wednesday) of the last update on a fiscal transaction.
Type Dimension
Universe Circulation Fiscal Transactions
Appears in  

Fiscal Transaction Last Update Month

Description The enumerated month of the year (1-12) of the last update on a fiscal transaction.
Type Dimension
Universe Circulation Fiscal Transactions
Appears in  

Fiscal Transaction Last Update Month Name

Description The month name (e.g., November) of the last update on a fiscal transaction.
Type Dimension
Universe Circulation Fiscal Transactions
Appears in  

Fiscal Transaction Last Update Year

Description The year of the last update on a fiscal transaction.
Type Dimension
Universe Circulation Fiscal Transactions
Appears in  

Fiscal Transaction Month

Description The enumerated month of the year (1-12) for a fiscal transaction.
Type Dimension
Universe Circulation Fiscal Transactions
Appears in  

Fiscal Transaction Month Name

Description The month name (e.g., November) for a fiscal transaction.
Type Dimension
Universe Circulation Fiscal Transactions
Appears in Fiscal Summary Report | Monthly Circulation Statistics Report

Fiscal Transaction Net Amount

Description The monetary amount of a bill, exclusive of taxes and other related charges.
Type Measure
Universe Circulation Fiscal Transactions
Appears in  

Fiscal Transaction Original Bill Amount

Description The monetary amount of a bill, inclusive of taxes and other related charges, at the time the bill was created.
Type Measure
Universe Circulation Fiscal Transactions
Appears in Fiscal Detail Report

Fiscal Transaction Original Bill Date

Description The date on which the fiscal transaction was created.
Type Dimension
Universe Circulation Fiscal Transactions
Appears in Fiscal Detail Report | Fiscal Summary Report

Fiscal Transaction Original Bill Date/Time

Description The date and time on which the fiscal transaction was created.
Type Dimension
Universe Circulation Fiscal Transactions
Appears in Fiscal Detail Report | Outstanding Fees and Bills Report

Fiscal Transaction Outstanding Amount

Description The remaining monetary amount of a bill, inclusive of taxes and other related charges, after any payment has been applied.
Type Measure
Universe Circulation Fiscal Transactions
Appears in Outstanding Fees and Bills Report

Fiscal Transaction Outstanding Net Amount

Description The remaining monetary amount of a bill, exclusive of taxes and other related charges, after any payment has been applied.
Type Measure
Universe Circulation Fiscal Transactions
Appears in  

Fiscal Transaction Outstanding Tax Amount

Description The remaining monetary portion of a bill charged for tax after any payment has been applied.
Type Measure
Universe Circulation Fiscal Transactions
Appears in  

Fiscal Transaction Staff Family Name

Description The surname (family name) of the staff member that performed the fiscal transaction.
Type Dimension
Universe Circulation Fiscal Transactions
Appears in  

Fiscal Transaction Staff Full Name

Description The full name (given name and surname) of the staff member that performed a fiscal transaction.
Type Dimension
Universe Circulation Fiscal Transactions
Appears in Fiscal Detail Report

Fiscal Transaction Staff Given Name

Description The first (given) name of the staff member that performed a fiscal transaction.
Type Dimension
Universe Circulation Fiscal Transactions
Appears in  

Fiscal Transaction Tax Amount

Description The monetary portion of a bill charged for tax.
Type Measure
Universe Circulation Fiscal Transactions
Appears in  

Fiscal Transaction Year

Description The calendar year in which the fiscal transaction occurred.
Type Dimension
Universe Circulation Fiscal Transactions
Appears in Fiscal Summary Report

Fiscal Transaction Year Month

Description The calendar year and month in which the fiscal transaction occurred.
Type Dimension
Universe Circulation Fiscal Transactions
Appears in  

 

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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 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  

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  

 

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Level of Detail

Description The month name (e.g., November) for fiscal transaction.
Type Dimension
Universe Circulation Fiscal Transactions
Appears in Fiscal Summary Report
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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 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

 

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Settled 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 Circulation Fiscal Transactions
Appears in Fiscal Detail Report

Settled Item Title

Description The descriptive name used to identify an intellectual work such as a book, film or other composition.
Type Dimension
Universe Circulation Fiscal Transactions
Appears in Fiscal Detail Report

 

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