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Report objects M-P

View all available report objects M-P.

Material Subformat

Description Sub-category of an item’s material format that defines the physical or digital nature of the item (e.g., DVD, cassette, eMusic, etc.).
Type Dimension
Universe Cataloging | Group Activity | Group Titles | Institution Title HoldingsLHR Item Detail
Appears in New Titles List | Removed Titles List

Month Name

Description Name of the month.
Type Dimension
Universe Cataloging | E-Resources | Group Titles
Appears in  

Month Number

Description Numeric value representing the month of the year (e.g., 12).
Type Dimension
Universe Cataloging | E-Resources | Group Titles
Appears in  

My Holds Collection UID

Description Do not use.
Type Dimension
Universe Overlap
Appears in  

New Group Titles

Description The number of new titles added to the group collection for a given timeframe.
Type Measure
Universe Group Activity
Appears in Count of New and Removed Group Titles

New Titles

Description The number of new titles added to a collection for a given time frame.
Type Dimension
Universe Cataloging
Appears in  

NLM Call Number

Description Value that defines the classification of an item on the shelf in the library according to the NLM (National Library of Medicine) scheme. It uses the letters Q to W to cover the general fields of knowledge and subdivides each field by the use of decimals and letters.
Type Dimension
Universe Cataloging | Group Activity | Group Titles | Institution Title HoldingsLHR Item Detail | Serials Received
Appears in  

No License Access Denial Count

Description Number of times users were denied access to an electronic resource because they were not licensed to access content.
Type Dimension
Universe E-Resources
Appears in  

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. 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.
Type Dimension
Universe Acquisitions | Cataloging | Group Activity | Group Titles | Institution Title HoldingsLHR Item Detail | Overlap | Serials Received
Appears in New Titles ListOpen Encumbrances | Removed Titles ListSerials Received Summary Report | Title Copy Detail Report | Titles Held by a Single Institution

OCLC Request ID

Description The unique, numeric identifier assigned to each request created in or submitted to OCLC's ILL network.
Type Dimension
Universe Interlibrary Loan
Appears in Document Delivery Request Detail

On Hold Count

Description =If [Item Status Current Status] <> "On Hold" Then 0 Else [Count Items]
Type  
Universe Circulation Item Status
Appears in Circulation Dashboard

On-Order Item Status

Description A value that determines whether the order item appears as “on order” in the public catalog prior to receipt. Many libraries allow patrons to request titles that are ordered but not yet received.
Type Dimension
Universe Acquisitions
Appears in  

Open Access Filled Count

Description The number of open access requests completed in the ILL system.
Type Measure
Universe Interlibrary Loan
Appears in  

Open Access Filled Turnaround Time

Description The number of days it took for a request to be completed via open access link, i.e. created to closed.
Type Measure
Universe Interlibrary Loan
Appears in  

Optional 12 Month Range

Description Do not use.
Type Filter
Universe Acquisitions
Appears in  

Order Account Number

Description Value associated with an order that identifies the specific account that the institution has with a vendor. A library may have multiple account numbers for a vendor. This value is optional and may also be referred to as a sub-account or customer number.
Type Dimension
Universe Acquisitions
Appears in  

Order Date

Description Date the order was placed.
Type Dimension
Universe Acquisitions
Appears in Open Encumbrances | Vendor Performance

Order Day

Description The enumerated day (1-31) of the month an order was placed.
Type Dimension
Universe Acquisitions
Appears in  

Order Day Name

Description The day of the week (e.g., Wednesday) an order was placed.
Type Dimension
Universe Acquisitions
Appears in  

Order Item Claim Count

Description Number of claims for an order item.
Type Measure
Universe Acquisitions
Appears in  

Order Item Create Date

Description The date and time the order item was created.
Type Dimension
Universe Acquisitions
Appears in Circulation Add-Delete Report

Order Item Create Day

Description The enumerated day (1-31) of the month the order item was created.
Type Dimension
Universe Acquisitions
Appears in  

Order Item Create Day Name

Description The day of the week (e.g., Wednesday) the order item was created.
Type Dimension
Universe Acquisitions
Appears in  

Order Item Create Month

Description The enumerated month of the year (1-12) the order item was created.
Type Dimension
Universe Acquisitions
Appears in  

Order Item Create Month Name

Description The month name (e.g., November) the order item was created.
Type Dimension
Universe Acquisitions
Appears in  

Order Item Create Year

Description The year the order item was created.
Type Dimension
Universe Acquisitions
Appears in  

Order Item Custom Field Label

Description

The label used to describe a library-defined field of an acquisitions order item.

Notes
  • There are 20 Order Item Custom Field Labels available to your institution.
  • See Custom fields for more details on the usage of custom fields in Acquisitions.
  • Each Field Name corresponds with an Analytics Field ID. The Field Name will appear in the Item Custom Field Label for the corresponding Analytics Field ID.
    Acquisitions Field Name and Analytics Field ID
    In the image above, the value will be in Order Item Custom Field Label 6.
Type Dimension
Universe Acquisitions
Appears in  

Order Item Custom Field Value

Description

A library-defined field used to store additional information about an acquisitions order item.

Notes
  • There are 20 Order Item Custom Field Values available to your institution.
  • See Custom fields for more details on the usage of custom fields in Acquisitions.
  • Option names will appear in the Custom Field Value object of the corresponding Analytics Field ID.
    Acquisitions Option Name
    In the image above, value(s) would be in Order Item Custom Field Value 6.
Type Dimension
Universe Acquisitions
Appears in  

Order Item Discount Amount (Per Unit)

Description Monetary amount indicating the discount for a single unit of an item on an order.
Type Measure
Universe Acquisitions
Appears in  

Order Item Discount Percentage

Description Discount for an order item as a percentage.
Type Dimension
Universe Acquisitions
Appears in  

Order Item Number

Description Identifier for an order item automatically generated by the system and unique for that institution across all vendors.
Type Dimension
Universe Acquisitions
Appears in Title Copy Detail Report

Order Item Service Charges (Per Unit)

Description Monetary amount indicating the service charges to be paid to a vendor for a single unit of an item on an order.
Type Measure
Universe Acquisitions
Appears in  

Order Item Shipping Amount (Per Unit)

Description Monetary amount charged for the shipping cost on a single unit of an order item.
Type Measure
Universe Acquisitions
Appears in  

Order Item Tax 1 Amount (Per Unit)

Description Monetary amount charged for the primary tax on a single unit of an order item.
Type Measure
Universe Acquisitions
Appears in  

Order Item Tax 1 Percentage

Description A percentage value (of up to 3 decimal places) entered by the user and indicating the primary tax of the item. This value is multiplied by the price to calculate the tax amount.
Type Dimension
Universe Acquisitions
Appears in  

Order Item Tax 2 Amount (Per Unit)

Description Monetary amount charged for a secondary tax on a single unit of an order item.
Type Measure
Universe Acquisitions
Appears in  

Order Item Tax 2 Percentage

Description A percentage value (of up to 3 decimal places) entered by the user and indicating the secondary tax of the item. This value is multiplied by the price to calculate the tax amount.
Type Dimension
Universe Acquisitions
Appears in  

Order Item Total Amount

Description Total amount for all copies of an order item, including discounts, taxes, service charges, and shipping.
Type Measure
Universe Acquisitions
Appears in  

Order Item Unit Price

Description Price for a single copy of an order item (i.e., quantity = 1) as a monetary amount.
Type Measure
Universe Acquisitions
Appears in Title Copy Detail Report

Order Last Modified Staff Full Name

Description The name of the staff member who last updated an order.
Type Dimension
Universe Acquisitions
Appears in  

Order Month

Description The enumerated month of the year (e.g., 11) an order was placed.
Type Dimension
Universe Acquisitions
Appears in  

Order Month Name

Description The month name (e.g., November) an order was placed.
Type Dimension
Universe Acquisitions
Appears in  

Order Name

Description Name or description provided by the user for an order. Used to provide an internal way to reference the order by the institution.
Type Dimension
Universe Acquisitions
Appears in Title Copy Detail Report

Order Notes

Description Note for an order that describes the purpose or status of the order, changes to an order over time, etc.
Type Dimension
Universe Acquisitions
Appears in  

Order Number

Description Identifier for an order automatically generated by the system and unique for that Institution across all vendors.
Type Dimension
Universe Acquisitions
Appears in Open Encumbrances | Title Copy Detail Report

Order Status

Description Value that determines whether an order is submitted/placed or not.
Type Dimension
Universe Acquisitions
Appears in  

Order Type

Description 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.
Type Dimension
Universe Acquisitions
Appears in Open Encumbrances | Payment Activity by ClassificationPayment Activity by FundPayment Activity by LocationPayment Activity by Material FormatPayment Activity by Processing TypePayment Activity by RequestorPayment Activity by Vendor | Receiving Activity by Location | Title Copy Detail Report | Vendor Performance

Order Year

Description The year an order was placed.
Type Dimension
Universe Acquisitions
Appears in  

Original Order Item Number

Description System-supplied Order Item Number of the original subscription order item, e.g., PO-2014-1004-1, OIN-2014-1004-1, OIN-2014-1667, etc.
Type Dimension
Universe Acquisitions
Appears in  

Original Request ID

Description The OCLC request ID of an existing request used to create a new request.
Type Dimension
Universe Interlibrary Loan
Appears in  

Other Access Denial Count

Description Number of access denials to an electronic resource due to other denial types; i.e., not due to simultaneous user limits or lack of license.
Type Measure
Universe E-Resources
Appears in  

Other System Request ID

Description The identifier assigned to a request created or managed in a local or non-OCLC ILL application.
Type Dimension
Universe Interlibrary Loan
Appears in  

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

Description 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.
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 | Fiscal Detail ReportGroup All Checked Out Items Report | Group Overdue Items Report | Open Holds Report | Outstanding Fees and Bills Report | Overdue Items Aging Report | Patron Counts Summary Report | Patron Information Detail Report | Recalled Items Report

Patron Count

Description The number of patrons.
Type Measure
Universe Circulation Patron Information
Appears in Patron Counts Summary Report

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

Description The primary email address for the patron. An email address flagged as primary will be used to send notices to the patron.
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 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

Description A patron’s organization (e.g., library, museum, or consortium) that uses one or more OCLC services.
Type Dimension
Universe Circulation Events | Circulation Fiscal Transactions | Circulation Hold Request | Circulation Item Status | Circulation Patron Information | Circulation Scheduled Items
Appears in Group All Checked Out Items Report | Group Circulation Events Detail Report | Group Open Holds Request Report | Group Overdue Items Report

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

Description User who last updated the patron record.
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 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 Proxy Address 1

Description The first street address line of the patron proxy's primary mailing address.
Type Dimension
Universe Circulation Hold Request
Appears in  

Patron Proxy Address 2

Description The second street address line of the patron proxy's primary mailing address.
Type Dimension
Universe Circulation Hold Request
Appears in  

Patron Proxy Address Type

Description The category of the patron proxy’s primary mailing address (e.g., Home, Work, Other).
Type Dimension
Universe Circulation Hold Request
Appears in  

Patron Proxy Address Validation Flag

Description A flag representing whether or not a patron proxy’s email address been confirmed by the library as valid.
Type Dimension
Universe Circulation Hold Request
Appears in  

Patron Proxy Barcode

Description The unique, machine-readable code representing the patron proxy. Used to identify the patron proxy when performing library functions such as check-in, check-out, etc.
Type Dimension
Universe Circulation Hold Request
Appears in  

Patron Proxy Blocked Flag

Description A flag representing whether or not a patron proxy has been blocked (manually) by a library staff user. The patron proxy will be unable to check out materials if this flag is set.
Type Dimension
Universe Circulation Hold Request
Appears in  

Patron Proxy Borrower Category

Description An identifier used to categorize patron proxies based on the type of library user they are (e.g., Adult, Faculty, Student, etc.). Libraries sometimes refer to this as the patron type.
Type Dimension
Universe Circulation Hold Request
Appears in  

Patron Proxy City/Locality

Description The city of the patron proxy’s primary mailing address.
Type Dimension
Universe Circulation Hold Request
Appears in  

Patron Proxy Created Date

Description Date/time the identity record was created in the system. Refer to Patron Proxy Registration Date for when the patron proxy record was registered for use.
Type Dimension
Universe Circulation Hold Request
Appears in  

Patron Proxy Custom Category 1

Description A library-defined field used to store additional information about a patron proxy.
Type Dimension
Universe Circulation Hold Request
Appears in  

Patron Proxy Custom Category 2

Description A library-defined field used to store additional information about a patron proxy.
Type Dimension
Universe Circulation Hold Request
Appears in  

Patron Proxy Custom Category 3

Description A library-defined field used to store additional information about a patron proxy.
Type Dimension
Universe Circulation Hold Request
Appears in  

Patron Proxy Custom Category 4

Description A library-defined field used to store additional information about a patron proxy.
Type Dimension
Universe Circulation Hold Request
Appears in  

Patron Proxy Date of Birth

Description The date of birth for a patron proxy.
Type Dimension
Universe Circulation Hold Request
Appears in  

Patron Proxy Email Address

Description The primary email address for the patron proxy. An email address flagged as primary will be used to send notices to the patron proxy.
Type Dimension
Universe Circulation Hold Request
Appears in  

Patron Proxy Email Address Type

Description The category of the patron proxy’s primary email address (e.g., Home, Work, Other).
Type Dimension
Universe Circulation Hold Request
Appears in  

Patron Proxy Email Address Validation Flag

Description A flag representing whether or not a patron proxy’s email address been confirmed by the library as valid.
Type Dimension
Universe Circulation Hold Request
Appears in  

Patron Proxy Expiration Date

Description The date that the patron proxy user record expires, thereby making them inactive in the library system. Patron proxy is no longer able to check out books or other library resources.
Type Dimension
Universe Circulation Hold Request
Appears in  

Patron Proxy Expired Flag

Description A flag indicating that the patron proxy user record has expired, thereby making them inactive in the library system. Patron proxy is no longer able to check out books or other library resources.
Type Dimension
Universe Circulation Hold Request
Appears in  

Patron Proxy Family Name

Description The patron proxy’s surname or last name. The family name is the part of a patron proxy’s name handed down from generation to generation.
Type Dimension
Universe Circulation Hold Request
Appears in  

Patron Proxy Full Name

Description A concatenation of the patron proxy’s given name and family name.
Type Dimension
Universe Circulation Hold Request
Appears in  

Patron Proxy Gender

Description The biological sex (male or female) of a given patron proxy.
Type Dimension
Universe Circulation Hold Request
Appears in  

Patron Proxy Given Name

Description The patron proxy’s first name or forename that distinguishes a member of the same family.
Type Dimension
Universe Circulation Hold Request
Appears in  

Patron Proxy Home Branch Name

Description The library branch that is designated as the preferred branch for a given patron proxy. For public libraries, this is usually the branch at which the patron proxy registered for a library card.
Type Dimension
Universe Circulation Hold Request
Appears in  

Patron Proxy Institution Name

Description A patron proxy’s organization (e.g., library, museum, or consortium) that uses one or more OCLC services.
Type Dimension
Universe Circulation Hold Request
Appears in  

Patron Proxy Institution Symbol

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

Patron Proxy Last Modified Date

Description The most recent date that the patron proxy’s record was modified.
Type Dimension
Universe Circulation Hold Request
Appears in  

Patron Proxy Last Modified User

Description User who last updated the patron proxy record.
Type Dimension
Universe Circulation Hold Request
Appears in  

Patron Proxy Phone Number

Description The primary telephone number for the patron proxy. A telephone number flagged as primary will be used to contact the patron proxy regarding overdue materials and other library correspondence.
Type Dimension
Universe Circulation Hold Request
Appears in  

Patron Proxy Phone Type

Description The category of the patron proxy’s primary telephone type (e.g., Home, Work, Mobile).
Type Dimension
Universe Circulation Hold Request
Appears in  

Patron Proxy Phone Validation Flag

Description A flag representing whether or not a patron proxy’s telephone number has been confirmed by the library as valid.
Type Dimension
Universe Circulation Hold Request
Appears in  

Patron Proxy Postal Code

Description The postal code (e.g., zip code) of the patron proxy’s primary mailing address.
Type Dimension
Universe Circulation Hold Request
Appears in  

Patron Proxy Registration Date

Description The date/time on which the patron proxy record was created.
Type Dimension
Universe Circulation Hold Request
Appears in  

Patron Proxy 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 proxy records.
Type Dimension
Universe Circulation Hold Request
Appears in  

Patron Proxy State/Province

Description The state or province of the patron proxy’s primary mailing address.
Type Dimension
Universe Circulation Hold Request
Appears in  

Patron Proxy User ID At Source

Description The identification value for the patron proxy 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 Hold Request
Appears in  

Patron Proxy Verified Flag

Description A flag representing whether or not a patron proxy’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 Hold Request
Appears in  

Patron Registration Date

Description The date/time on which the patron record was created.
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 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

PDF Access Count

Description The number of Full Text PDF Requests Total for the Reporting Period according to the JR1 external provider COUNTER reports.
Type Measure
Universe E-Resources
Appears in Merged COUNTER E-Journal/E-book Usage DetailMerged COUNTER E-Journal/E-book Usage Summary

PDF Mobile Access Count

Description The number of Full Text PDF Requests originating from a mobile device for the Reporting Period according to the JR1 external provider COUNTER reports.
Type Measure
Universe E-Resources
Appears in Merged COUNTER E-Journal/E-book Usage DetailMerged COUNTER E-Journal/E-book Usage Summary

Place of Publication

Description The geographic location where the material was published, printed, distributed, issued, released or produced as designated in field 260 or 264.
Type Dimension
Universe Group Activity | Group Titles | Institution Title HoldingsLHR Item Detail
Appears in Titles Held by a Single Institution

Preferred External Identifier

Description Identifier used by the institution to uniquely identify an item to a vendor. Used for ordering, especially via electronic data interchange (EDI) methods.
Type Dimension
Universe Acquisitions
Appears in Title Copy Detail Report

Preferred External Identifier Type

Description Type of identifier to uniquely identify an item to a vendor (e.g., ISBN, ISSN).
Type Dimension
Universe Acquisitions
Appears in Title Copy Detail Report

Primary Library Type

Description Category that describes the community or function that a library services, e.g., academic, public, school, corporate/business, federal/national government, vendor, etc.
Type Dimension
Universe Group Activity | Institution Title HoldingsLHR Item Detail
Appears in Count of New and Removed Group Titles | Title Holdings Count by Institution | Titles Held by a Single Institution

Processing Type

Description Category representing how an order item should be processed when it arrives. Possible values include: monograph (single volume), serial, and eproduct.
Type Dimension
Universe Acquisitions
Appears in Open Encumbrances | Payment Activity by Classification | Payment Activity by Fund | Payment Activity by Location | Payment Activity by Material Format | Payment Activity by Processing Type | Payment Activity by Requestor | Payment Activity by Vendor | Receiving Activity by Location | Title Copy Detail Report | Vendor Performance

Provider Name

Description The entity from which the library licenses material.
Type Dimension
Universe Acquisitions
Appears in  

PS Access Count

Description The number of Full Text PS (PostScript) Requests originating on a mobile device for a given reporting period.
Type Measure
Universe E-Resources
Appears in Merged COUNTER E-Journal/E-book Usage DetailMerged COUNTER E-Journal/E-book Usage Summary

PS Mobile Access Count

Description The number of Full Text PS (PostScript) Requests originating on a mobile device for a given reporting product.
Type Measure
Universe E-Resources
Appears in Merged COUNTER E-Journal/E-book Usage DetailMerged COUNTER E-Journal/E-book Usage Summary

Publication Century

Description The century an item was published.
Type Dimension
Universe Cataloging
Appears in  

Publication Decade

Description The decade an item was published.
Type Dimension
Universe Cataloging
Appears in Title Holdings by Material Format and Publish Date

Publication Frequency

Description Term that describes how often a title is published (e.g., monthly, quarterly).
Type Dimension
Universe Serials Received
Appears in Serials Received Summary Report

Publisher Name

Description A person or company that prepares and issues books, journals, music, or other works.
Type Dimension
Universe Acquisitions | Cataloging | Group Activity | Group Titles | Institution Title HoldingsLHR Item Detail | Overlap | Serials Received
Appears in New Titles List | Open Encumbrances | Removed Titles List | Title Copy Detail Report | Titles Held by a Single Institution

Purchase Filled Turnaround Time

Description The number of days it took for a request to be completed via ILL purchase, i.e. request ordered to closed.
Type Measure
Universe Interlibrary Loan
Appears in  

Purchase Status

Description The invoice and payment status of an order item or copy, including: Not Invoiced, Partially Invoiced, Invoiced, Not Paid, Partially Paid, Fully Paid.
Type Dimension
Universe Acquisitions
Appears in  

 

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