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Assistance OCLC

Univers

Dans le Concepteur de rapports WorldShare, un univers correspond à des données de la base de données, mais vous les présente en termes non techniques. Un univers comporte des objets, des classes et des filtres de requête prédéfinis.

Sélectionner un univers

  1. Dans le menu de navigation de gauche, cliquez sur Conception de rapports.
  2. Sélectionnez Web Intelligence dans la liste déroulante Applications située dans la barre d'outils dans l'angle supérieur droit.
  3. Cliquez sur l'icône Nouveauté.
  4. Double-cliquez sur Univers.
  5. Sélectionnez un univers. Consultez la liste d'univers disponibles ci-dessous.
  6. Cliquez sur OK.

Available universes

  • Acquisitions
  • Cataloging
  • Événements de Circulation
    Disassociate patron data from circulation events

     Note: This feature is offered on an opt-in basis.

    With WorldShare Reports and Report Designer, you can disassociate patron data from circulation events in the Circulation Events universe, Circulation Events Detail Report, and Daily Payments Report. This action removes all Personally Identifiable Information (PII) associated with a patron (e.g., Patron Full Name, Patron Email Address, and Patron Phone Number) from the circulation event. The circulation event and non-PII data (e.g., Event Borrower Category and Event Branch Name) will remain in the system. Disassociating the PII data but maintaining the transaction allows you to continue to track activity trends and perform analysis based on historical circulation events.

    Patron data is still maintained and stored in Analytics. For example, patron data associated with current item status (e.g., what patron currently has an item checked out) is still present. So, reports from the Circulation Item Status universe, such as the All Checked Out Items Report and the Overdue Items Aging Report, will still have full patron data associated with the item records. The Circulation Patron Information universe is also not impacted, so the Patron Information Detail Report will still list patrons and their full details. There is also no impact to the Circulation Fiscal Transactions, Circulation Hold Request, and Circulation Scheduled Items universes, as well as the FTP reports.

    If you would like to request this feature, contact analyticsfeedback@oclc.org with the information listed below. Upon receipt of your email, the Analytics product team will schedule a meeting with you to provide specific details.

    Hello,

    I would like to disassociate patron data from circulation events in WorldShare Reports and Report Designer. 

    Institution information:

    • Institution name:
    • Library symbol:
  • Transactions financières de Circulation
  • Circulation - Demandes réservations
  • Circulation - États documents
  • Circulation - Informations usagers
  • Circulation - Documents mis de côté
  • Activité d'actualisation des données
  • E-Resources
  • Détails sur document de la NDL
  • Overlap
  • Périodiques reçus

Tutoriels vidéo

The following tutorials are designed to help Report Designer customers understand the available universes and learn a few tips and tricks for creating more valuable reports.

Univers Utilisation des Acquisitions

Univers Utilisation du Catalogage

Using the Circulation Events Universe

Using the Circulation Fiscal Transactions Universe

Using the Circulation Hold Request Universe

Univers Utilisation de l'état du document en circulation

Using the Circulation Patron Information Universe

 

Univers Utilisation du chevauchement

 Learn more in a training course:  Create multiple universe reports in WorldShare Report Designer