Skip to main content
OCLC Support

WorldShare Management Services

Using OCLC Usage Statistics for WorldShare Management Services

OCLC Usage Statistics for WorldShare Management Services Circulation contain information about your library's activity while using WMS Circulation Services.

WorldShare Management Services reports are updated monthly.  

WorldShare Circulation Reports

WorldShare Management Services Circulation reports are available to individuals who possess appropriate authorization credentials at institutions using WorldShare Management Services.

Reports are updated monthly and display daily reports with a max number of days. Data displays only if there was qualifying activity during that period.

 

Report Description
Cancel Holds report

Provides information about holds that have been cancelled by your institution in a given month’s time.

For each event, the report lists: Date Cancelled, Day of the week, Borrower Category, Queue Position Number, OCLC Number, Title, Material Format, Request Origin, Request Scope, Institution, and Pickup Branch.

Check In Item report

Provides information about items that have been checked in by your institution in a given month’s time.

For each event, the report lists: Date Checked in, Day of the week, Borrower Category, Item Barcode, OCLC Number, Title, Material Format, Due Date, Number of times renewed, Institution, Branch and Shelving Location.

Check Out Item report

Provides information about items that have been checked out by your institution in a given month’s time.

For each event, the report lists: Date Checked out, Day of the week, Borrower Category, Item Barcode, OCLC Number, Title, Material Format, Loan Policy applied to the item, Due Date, Number of times renewed, Institution, Branch and Shelving Location.

Create Bill report

Provides information about items and/or events that have been billed by your institution in a given month’s time.

For each event, the report lists: Date Bill Created, Day of the week, Borrower Category, OCLC Number, Title, Material Format, Bill Reason, Fiscal Amount, Fiscal Currency, and Institution.

Expire Hold report

Provides information about items on hold that expired on the hold shelf at your institution without being checked out to patrons in a given month’s time.

For each event, the report lists: Date Expired, Day of the week, Borrower Category, OCLC Number, Title, Request Scope, Material Format, Request Origin, Institution, Branch, Shelving Location, and Pick Up Branch.

Fulfill Hold report Provides information about items that have been trapped to fill outstanding holds in a given month’s time. For each event, the report lists: Date Fulfilled, Day of the week, Borrower Category, OCLC Number, Title, Material Format, Request Scope, Request Origin, Institution, Branch, Shelving Location, and Pick Up Branch.
Pay Bill report

Provides information about bills that have been paid at your institution in a given month’s time.

For each event, the report lists: Date Bill Paid, Day of the week, Borrower Category, OCLC Number, Title, Material Format, Bill Reason, Fiscal Amount, Fiscal Currency, and Institution.

Pickup Hold report

Provides information about items on hold that were checked out to patrons in a given month’s time.

For each event, the report lists: Date Picked up, Day of the week, Borrower Category, Item Barcode, OCLC Number, Title, Material Format, Request Scope, Request Origin, Institution, Branch, Shelving Location, and Pick Up Branch.

Place Hold report

Provides information about titles that were requested by borrowers at your institution in a given month’s time.

For each event, the report lists: Date Hold Placed, Day of the week, Borrower Category, OCLC Number, Title, Material Format, Request Scope, Request Origin, Institution, Branch, and Shelving Location.

Receive Item report

Provides information about items that were received at various locations within your institution in a given month’s time.

For each event, the report lists: Date Received, Day of the week, Barcode, OCLC Number, Title, Material Format, Routing Reason, Institution, Branch, Shelving Location, and Other Branch.

Renew Item report

Provides information about Items that were renewed by borrowers at your institution in a given month’s time.

For each event, the report lists: Date Renewed, Day of the week, Borrower Category, Item Barcode, OCLC Number, Title, Material Format, Loan Policy applied to item, Due Date, Number of times renewed, Institution, Branch and Shelving Location.

Route Item report

Provides information about items that were routed between locations within your institution in a given month’s time.

For each event, the report lists: Date Routed, Day of the week, Destination Holding Code, Barcode, OCLC Number, Title, Material Format, Institution, Branch, Shelving Location, and Other Branch.

Waive Bill report

Provides information about bills at your institution that have been waived in a given month’s time.

For each event, the report lists: Date Bill Waived, Day of the week, Borrower Category, OCLC Number, Title, Material Format, Fiscal Amount, Fiscal Currency, and Institution.

WorldShare Acquisitions Reports

WorldShare Management Services Acquisitions reports are available to individuals who possess appropriate authorization credentials at institutions using WorldShare Management Services.

WorldShare Management Services reports are updated monthly. Data displays only if there was qualifying activity during that period.

Report Description
Items Ordered (Order Items Submitted) report

Provides information about items that have been ordered (submitted to vendor) by your institution in a given month’s time.

For each event, the report lists: Resource ID, Resource Type, Material Type, Order Item Number, Processing Type, Quantity, Total Price (Item), Order Position, Currency, Total Price (Order), Vendor ID, Vendor Name, Institution ID, User ID.

Items Deselected (Order Items Deleted) report

Provides information about items that have been deselected (deleted from an unsubmitted order) by your institution in a given month’s time.

For each event, the report lists: Resource ID, Resource Type, Material Type, Order Item Number, Processing Type, Quantity, Total Price (Item), Order Position, Currency, Total Price (Order), Vendor ID, Vendor Name, Institution ID, User ID.

Items Selected (Order Items Created) report

Provides information about items that have been selected (added to an order) by your institution in a given month’s time.

For each event, the report lists: Resource ID, Resource Type, Material Type, Order Item Number, Processing Type, Quantity, Total Price (Item), Order Position, Currency, Total Price (Order), Vendor ID, Vendor Name, Institution ID, User ID.

Items Updated report

Provides information about items that have been selected (updated on an unsubmitted order) by your institution in a given month’s time.

For each event, the report lists: Resource ID, Resource Type, Material Type, Order Item Number, Processing Type, Quantity, Total Price (Item), Order Position, Currency, Total Price (Order), Vendor ID, Vendor Name, Institution ID, User ID.

Items Paid (Invoice Items Paid) report

Provides information about items that have been paid (items on invoices that have been set to paid) by your institution in a given month’s time.

For each event, the report lists: Resource ID, Resource Type, Material Type, Processing Type, Invoice Item ID, Invoice Item Type, Fund Code, Quantity, Item Total Price, Invoice Total Price, Number of Order Items, Order Item Number, Order Number, Vendor ID, Vendor Name, Institution ID, User ID.

Items Invoiced (Invoice Items Created) report

Provides information about items that have been invoiced (added to an invoice) by your institution in a given month’s time.

For each event, the report lists: Resource ID, Resource Type, Material Type, Processing Type, Invoice Item ID, Invoice Item Type, Fund Code, Quantity, Item Total Price, Invoice Total Price, Number of Order Items, Order Item Number, Order Number, Vendor ID, Vendor Name, Institution ID, User ID.

Items Uninvoiced (Invoice Items Deleted) report

Provides information about items that have been un-invoice (deleted from an invoice) by your institution in a given month’s time.

For each event, the report lists: Resource ID, Resource Type, Material Type, Processing Type, Invoice Item ID, Invoice Item Type, Fund Code, Quantity, Item Total Price, Invoice Total Price, Number of Order Items, Order Item Number, Order Number, Vendor ID, Vendor Name, Institution ID, User ID.

Orders Placed (Submitted) report

Provides information about orders that have been placed (submitted) by your institution in a given month’s time.

For each event, the report lists: Order Number, Currency, Number of Order Items, Total Price, Vendor ID, Vendor Name, User ID.

Orders Deleted report Provides information about orders that have been deleted by your institution in a given month’s time. For each event, the report lists: Order Number, Currency, Number of Order Items, Total Price, Vendor ID, Vendor Name, User ID.
Orders Created report

Provides information about orders that have been created by your institution in a given month’s time.

For each event, the report lists: Order Number, Currency, Number of Order Items, Total Price, Vendor ID, Vendor Name, User ID.

Invoices Paid report

Provides information about invoices that have been paid by your institution in a given month’s time.

For each event, the report lists: Invoice ID, Invoice Date, Invoice Number, Currency, Total Discount, Total Service Charges, Total Shipping, Total Tax, Vendor ID, Vendor Name, Institution ID, User ID.

Invoices Deleted report Provides information about invoices that have been deleted by your institution in a given month’s time. For each event, the report lists: Invoice ID, Invoice Date, Invoice Number, Currency, Total Discount, Total Service Charges, Total Shipping, Total Tax, Vendor ID, Vendor Name, Institution ID, User ID.
Invoices Created report

Provides information about invoices that have been created by your institution in a given month’s time.

For each event, the report lists: Invoice ID, Invoice Date, Invoice Number, Currency, Total Discount, Total Service Charges, Total Shipping, Total Tax, Vendor ID, Vendor Name, Institution ID, User ID.

Items Reverted Payment report

Provides information about items that have been un-paid (payment reverted for invoice) by your institution in a given month’s time.

For each event, the report lists: Resource ID, Resource Type, Material Type, Processing Type, Invoice Item ID, Invoice Item Type, Fund Code, Quantity, Item Total Price, Invoice Total Price, Number of Order Items, Order Item Number, Order Number, Vendor ID, Vendor Name, Institution ID, User ID.

Funds Created report

Provides information about funds that have been created (for a budget) by your institution in a given month’s time.

For each event, the report lists: Fund Code, Fund Name, Budgeted Amount, Encumbered, Expended, Budget ID, Budget Name, Start Date, End Date, Status, Institution ID, User ID.

Funds Deleted report

Provides information about funds that have been deleted (for a budget) by your institution in a given month’s time.

For each event, the report lists: Fund Code, Fund Name, Budgeted Amount, Encumbered, Expended, Budget ID, Budget Name, Start Date, End Date, Status, Institution ID, User ID.

Items Cancelled report

Provides information about items that have been cancelled by your institution in a given month’s time.

For each event, the report lists: Resource ID, Resource Type, Material Type, Order Item Number, Processing Type, Branch ID, Shelving Location, Fund Code, Purchase Status, Quantity, Total Price (Item), Order Item Position, Order Number, Order Status, Currency, Total Price (Order), Vendor ID, Vendor Name, Institution ID, User ID.

Copies Received (Monographs) report

Provides information about monographic copies of items ordered that have been received by your institution in a given month’s time.

For each event, the report lists: Resource ID, Resource Type, Material Type, Order Item Number, Processing Type, Quantity, Purchase Status, Item Total Price, Branch ID, Shelving Location, Fund Code, Order Item Position, Order Number, Currency, Order Total Price, Order Status, Vendor ID, Vendor Name, Institution ID, User ID.

Copies Started Receiving (Serials or eProducts) report

Provides information about serial or eproduct copies that have started to be received by your institution in a given month’s time.

For each event, the report lists: Resource ID, Resource Type, Material Type, Order Item Number, Processing Type, Quantity, Purchase Status, Item Total Price, Branch ID, Shelving Location, Fund Code, Order Item Position, Order Number, Currency, Order Total Price, Order Status, Vendor ID, Vendor Name, Institution ID, User ID.

Copies Finished Receiving (Serials or eProducts) report

Provides information about serial or eproduct copies that have finished being received by your institution in a given month’s time.

For each event, the report lists: Resource ID, Resource Type, Material Type, Order Item Number, Processing Type, Quantity, Purchase Status, Item Total Price, Branch ID, Shelving Location, Fund Code, Order Item Position, Order Number, Currency, Order Total Price, Order Status, Vendor ID, Vendor Name, Institution ID, User ID.

Vendors Created report Provides information about vendors that have been created by your institution in a given month’s time.
Vendors Activated report Provides information about vendors that have been created by your institution in a given month’s time.
Vendors Deactivated report Provides information about vendors that have been created by your institution in a given month’s time.
Vendors Updated report Provides information about vendors that have been created by your institution in a given month’s time.

 

  • Was this article helpful?