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Acquisitions

Acquisitions universe report objects A-C

12 Month Range

Description Do not use.
Type Filter
Universe Acquisitions
Appears in  

Acquisitions Type

Description How an item is being acquired. Possible values include: Subscription or One-Time. Subscription indicates an ongoing commitment to purchase goods or services. One-Time indicates the purchase request is likely completed in a single transaction.
Type Dimension
Universe Acquisitions
Appears in Open Encumbrances | 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

Arrival Date

Description The date when a copy of an ordered item arrived at an institution.
Type Dimension
Universe Acquisitions
Appears in  

Arrival Day

Description The enumerated day (1-31) of the month a copy of an ordered item arrived at the institution.
Type Dimension
Universe Acquisitions
Appears in  

Arrival Day Name

Description The day of the week (e.g., Wednesday) a copy of an ordered item arrived at the institution.
Type Dimension
Universe Acquisitions
Appears in  

Arrival Month

Description The enumerated month of the year (e.g., 11) a copy of an ordered item arrived at the institution.
Type Dimension
Universe Acquisitions
Appears in  

Arrival Month Name

Description The month name (e.g., November) a copy of an ordered item arrived at the institution.
Type Dimension
Universe Acquisitions
Appears in  

Arrival Year

Description The year a copy of an ordered item arrived at the institution. 
Type Dimension
Universe Acquisitions
Appears in  

Average Expenditure

Description =If ([Copies Expended]) = 0) Then 0 Else [Zero Check Avg Expenditure]
Type  
Universe Acquisitions
Appears in Payment Activity by Classification | Payment Activity by Location

Average Expenditure (Per Copy)

Description =[Expended Amount]/[Copies Expended]
Type  
Universe Acquisitions
Appears in Payment Activity by Material FormatPayment Activity by Processing TypePayment Activity by RequestorPayment Activity by Vendor

Budget Period

Description Amount of time allotted to a given budget. Calculated by finding the amount of time between the budget start date and budget end date.
Type Dimension
Universe Acquisitions
Appears in Fund Balance | 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

Budget Period End Date

Description Date that a budget period ends. Library can close the budget after its end date.
Type Dimension
Universe Acquisitions
Appears in Acquisitions Dashboard | 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

Budget Period ID

Description Identifier generated by the system and used by the WorldShare Platform to uniquely identify a budget (e.g., BU-2014-1).
Type Dimension
Universe Acquisitions
Appears in  

Budget Period Start Date

Description Date that a budget period begins. Library typically begins using a budget on or near the start date.
Type Dimension
Universe Acquisitions
Appears in Acquisitions Dashboard | 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 LocationSerials Received Summary Report | Title Copy Detail Report

Budget Status

Description Status of the budgeted period which determines how a budget can be used or not used by the library. Includes Closed, Current, Bookable, and New.
Type Dimension
Universe Acquisitions
Appears in Fund Balance | Open EncumbrancesPayment 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

Budget Transaction Date

Description Date a transaction was made against a budget.
Type Dimension
Universe Acquisitions
Appears in Title Copy Detail Report

Budget Transaction Day

Description The enumerated day (1-31) of the month a transaction was made against a budget.
Type Dimension
Universe Acquisitions
Appears in  

Budget Transaction Day Name

Description The day of the week (e.g., Wednesday) a transaction was made against a budget.
Type Dimension
Universe Acquisitions
Appears in  

Budget Transaction Month

Description The enumerated month of the year (1-12) a transaction was made against a budget.
Type Dimension
Universe Acquisitions
Appears in  

Budget Transaction Month Name

Description The month name (e.g., November) a transaction was made against a budget.
Type Dimension
Universe Acquisitions
Appears in  

Budget Transaction Status

Description Flag that indicates whether a budget transaction of type encumbrance is active or not. If inactive, no money will be encumbered.
Type Dimension
Universe Acquisitions
Appears in  

Budget Transaction Type

Description Category identifying how the budget is affected by a transaction (e.g., encumbered or expended).
Type Dimension
Universe Acquisitions
Appears in  

Budget Transaction Year

Description The year a transaction was made against a budget
Type Dimension
Universe Acquisitions
Appears in  

Budget Transaction Year Month

Description The year and month a transaction was made against a budget.
Type Dimension
Universe Acquisitions
Appears in Acquisitions Dashboard

Budgeted Amount

Description Monetary amount an institution allocates to a fund for spending over the course of the budget period. Also called "Fund Allocation" or "Allocated Amount."
Type Measure
Universe Acquisitions
Appears in Fund Balance

Call Number

Description Local call number set by the institution that defines the location of an item on the shelf in the library according to a particular shelving scheme.
Type Dimension
Universe Acquisitions
Appears in New Titles List | Open Encumbrances | Removed Titles List

Call Number Class

Description Part of a call number that defines the subject or topic of an item according to the shelving scheme.
Type Dimension
Universe Acquisitions
Appears in Acquisitions Dashboard | Payment Activity by Classification | Title Copy Detail Report

Call Number / Cutter

Description Concatenation of Call Number and Call Number Cutter values.
Type Dimension
Universe Acquisitions
Appears in Title Copy Detail Report

Call Number Cutter

Description Part of a call number that allows the institution to distinguish between multiple items with the same classification number on the shelf. Usually based on the author's name.
Type Dimension
Universe Acquisitions
Appears in  

Call Number Prefix

Description Value that defines the first part of the call number. Often used to designate the type of the material (e.g. reference material).
Type Dimension
Universe Acquisitions
Appears in  

Call Number Subclass

Description Part of call number that defines the secondary subject or topic of an item according to the shelving scheme.
Type Dimension
Universe Acquisitions
Appears in Payment Activity by Classification | Title Copy Detail Report

Call Number Suffix

Description Value to distinguish items with the same classification number and cutter on the shelf. Often a date or copy number.
Type Dimension
Universe Acquisitions
Appears in  

Cancellations Per Copies Ordered

Description =If [Copies Cancelled]=0 Then 0 Else If [Copies Ordered]=0 Then 0 Else [Copies Cancelled]/[Copies Ordered]
Type Dimension
Universe Acquisitions
Appears in Vendor Performance

Classification Cd Lov

Description Do not use.
Type Dimension
Universe Acquisitions
Appears in  

Copies Cancelled

Description Number of copies cancelled for an acquisition order item.
Type Measure
Universe Acquisitions
Appears in Vendor Performance

Copies Claimed

Description Number of copies claimed previously for this order item.
Type Measure
Universe Acquisitions
Appears in  

Copies Encumbered

Description Number of copies encumbered for a specific budget transaction.
Type Measure
Universe Acquisitions
Appears in  

Copies Invoiced

Description Number of copies invoiced for an acquisition order item.
Type Measure
Universe Acquisitions
Appears in  

Copies Ordered

Description Number of copies ordered by the library for an individual item.
Type Measure
Universe Acquisitions
Appears in Open Encumbrances | Title Copy Detail Report | Vendor Performance

Copies Outstanding

Description Number of copies not received for this order item.
Type Measure
Universe Acquisitions
Appears in  

Copies Paid

Description Number of copies of an acquisition order item that have been purchased using library funds.
Type Measure
Universe Acquisitions
Appears in  

Copies Received

Description Number of copies received for an acquisition order item.
Type Measure
Universe Acquisitions
Appears in Open Encumbrances | Receiving Activity by Location | Vendor Performance

Copy Cancellation Date

Description Date a copy was cancelled.
Type Dimension
Universe Acquisitions
Appears in  

Copy Cancellation Day

Description The enumerated day (1-31) of the month a copy was cancelled.
Type Dimension
Universe Acquisitions
Appears in  

Copy Cancellation Day Name

Description The day of the week (e.g., Wednesday) a copy was cancelled.
Type Dimension
Universe Acquisitions
Appears in  

Copy Cancellation Month

Description The enumerated month of the year (1-12) a copy was cancelled.
Type Dimension
Universe Acquisitions
Appears in  

Copy Cancellation Month Name

Description The month name (e.g., November) a copy was cancelled.
Type Dimension
Universe Acquisitions
Appears in  

Copy Cancellation Year

Description The year a copy was cancelled. 
Type Dimension
Universe Acquisitions
Appears in  

Copy Claim Count

Description The number of claims for a specific copy of an order item. 
Type Measure
Universe Acquisitions
Appears in  

Copy Claiming Date

Description Date a copy was claimed.
Type Dimension
Universe Acquisitions
Appears in  

Copy Claiming Day

Description The enumerated day (1-31) of the month a copy was claimed.
Type Dimension
Universe Acquisitions
Appears in  

Copy Claiming Day Name

Description The day of the week (e.g., Wednesday) a copy was claimed.
Type Dimension
Universe Acquisitions
Appears in  

Copy Claiming Month

Description The enumerated month of the year (1-12) a copy was claimed.
Type Dimension
Universe Acquisitions
Appears in  

Copy Claiming Month Name

Description The month name (e.g., November) a copy was claimed.
Type Dimension
Universe Acquisitions
Appears in  

Copy Claiming Year

Description The year a copy was claimed.
Type Dimension
Universe Acquisitions
Appears in  

Copy Order Status

Description The status of a copy based on how it is related to the supplier. Examples include: OPEN, ORDERED, CANCELLED, CANCELLATION_REQUESTED
Type Dimension
Universe Acquisitions
Appears in  

Copy Receipt Status

Description The status of a copy based on whether it has been received or not. Examples include: NOT_RECEIVED, PARTIALLY_RECEIVED, RECEIVED.
Type Dimension
Universe Acquisitions
Appears in  

Currency Code

Description Three-letter alphabetic codes that represent the currency of the institution. ISO Currency Codes are specified by the International Organization for Standardization (ISO), which provides standards for businesses, governments and societies.
Type Dimension
Universe Acquisitions | E-Resources
Appears in  

Acquisitions universe report objects D-H

Discount Amount

Description Monetary amount deducted from the retail price for a specific item.
Type Measure
Universe Acquisitions
Appears in Paid Invoice Item Detail Report

Discount Percentage

Description The percentage deducted from the retail price for a specific item.
Type Measure
Universe Acquisitions
Appears in  

Edition

Description A specific version of a work (e.g., the seventeenth edition of Webster's Dictionary).
Type Dimension
Universe Acquisitions | Cataloging | LHR Item Detail
Appears in New Titles List | Open Encumbrances | Removed Titles List | Title Copy Detail Report

Encumbered Amount

Description Monetary amount held or reserved on a fund. Typically used when an item has been ordered but not yet invoiced or paid.
Type Measure
Universe Acquisitions
Appears in Open Encumbrances

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

Fund Balance

Description =[Budgeted Amount]-[Fund Encumbered Amount]-[Fund Expended Amount]
Type Measure
Universe Acquisitions
Appears in  

Fund Code

Description Identifier provided by the institution for a specific fund on a budget. Each fund code must be unique per budget.
Type Dimension
Universe Acquisitions
Appears in Open Encumbrances | Paid Invoice Detail Report | Paid Invoice Summary Report | Title Copy Detail Report

Fund Encumbered Amount

Description The summary monetary amount held or reserved on a fund. Typically used when an item has been ordered but not yet invoiced or paid.
Type Measure
Universe Acquisitions
Appears in Fund Balance

Fund Expended Amount

Description The summary monetary amount an institution has spent on acquired items for a fund.
Type Measure
Universe Acquisitions
Appears in Fund Balance | Payment Activity by Classification | Payment Activity by Fund | Payment Activity by LocationPayment Activity by Material FormatPayment Activity by Processing TypePayment Activity by RequestorPayment Activity by Vendor | Title Copy Detail Report

Fund Last Update Date

Description The date on which a fund was last updated.
Type Dimension
Universe Acquisitions
Appears in  

Fund Level Number

Description The level in the hierarchy on which a fund resides. Currently a value between 1-5.
Type Dimension
Universe Acquisitions
Appears in  

Fund Name

Description Name provided for a fund. Used to provide an internal way to reference the fund by the institution.
Type Dimension
Universe Acquisitions
Appears in Acquisitions Dashboard | Open Encumbrances | Title Copy Detail Report

Fund Name Level 1

Description Fund name of the top level fund in the fund hierarchy.
Type Dimension
Universe Acquisitions
Appears in Fund Balance | Payment Activity by Fund | Title Copy Detail Report

Fund Name Level 2

Description Fund name of the second level fund in the fund hierarchy.
Type Dimension
Universe Acquisitions
Appears in Fund Balance | Payment Activity by Fund | Title Copy Detail Report

Fund Name Level 3

Description Fund name of the third level fund in the fund hierarchy.
Type Dimension
Universe Acquisitions
Appears in Fund Balance | Payment Activity by Fund | Title Copy Detail Report

Fund Name Level 4

Description Fund name of the fourth level fund in the fund hierarchy.
Type Dimension
Universe Acquisitions
Appears in Fund Balance | Payment Activity by Fund | Title Copy Detail Report

Fund Name Level 5

Description Fund name of the fifth level fund in the fund hierarchy.
Type Dimension
Universe Acquisitions
Appears in Fund Balance | Payment Activity by Fund | Title Copy Detail Report

Fund Notes

Description Note(s) for a fund on a budget that describes the allowed uses of a fund, changes to a fund over time, etc.
Type Dimension
Universe Acquisitions
Appears in  

Fund Status

Description =If IsNull([Fund_Input2]) Then "All Funds" Else LeftTrim([Fund_Input2])
Type Dimension
Universe Acquisitions
Appears in Fund Balance

Acquisitions universe report objects I-L

Institution Name

Description Organization (e.g., library, museum, or consortium) that uses one or more OCLC services.
Type Dimension
Universe Acquisitions | Cataloging | Circulation Events | Circulation Fiscal Transactions | Circulation Hold Request | Circulation Item Status | Circulation Patron Information | Data Refresh Activity | E-Resources | Interlibrary Loan | LHR Item Detail | Overlap | Serials Received
Appears in Title Copy Detail Report

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 Acquisitions | Cataloging | E-Resources | LHR Item Detail
Appears in  

Invoice Amount (Institution Currency)

Description Amount (in institution’s currency) of the invoice.
Type Dimension
Universe Acquisitions
Appears in  

Invoice Amount (Vendor Currency)

Description Amount (in vendor’s currency) of the invoice.
Type Dimension
Universe Acquisitions
Appears in  

Invoice Comment

Description Text entered by the user commenting on an invoice.
Type Dimension
Universe Acquisitions
Appears in  

Invoice Currency

Description Unit of monetary currency used for an invoice (e.g. Canadian dollars). If the invoice currency is different than the currency of the institution, funds will be expended using the amount of the invoice item multiplied by the invoice exchange rate. The invoice currency applies to all items on an invoice.
Type Dimension
Universe Acquisitions
Appears in  

Invoice Date

Description The date a vendor issued an invoice to the institution.
Type Dimension
Universe Acquisitions
Appears in Paid Invoice Item Detail Report

Invoice Day

Description The enumerated day (1-31) of the month a vendor issued an invoice to the institution.
Type Dimension
Universe Acquisitions
Appears in  

Invoice Day Name

Description The day of the week (e.g., Wednesday) a vendor issued an invoice to the institution.
Type Dimension
Universe Acquisitions
Appears in  

Invoice Exchange Rate

Description Number (up to six decimal places) used to calculate the value of one currency for the purpose of conversion to another when the invoice currency differs from the currency of the institution.
Type Dimension
Universe Acquisitions
Appears in  

Invoice Item Create Date

Description Date invoice item was created.
Type Dimension
Universe Acquisitions
Appears in  

Invoice Item Create Day

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

Invoice Item Create Day Name

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

Invoice Item Create Month

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

Invoice Item Create Month Name

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

Invoice Item Create Year

Description The year an invoice item was created.
Type Dimension
Universe Acquisitions
Appears in  

Invoice Item Custom Field Label

Description

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

Notes
  • There are 20 Invoice 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 Invoice Item Custom Field Label 2.
Type Dimension
Universe Acquisitions
Appears in  

Invoice Item Custom Field Value

Description

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

Notes
  • There are 20 Invoice 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 Invoice Item Custom Field Value 2.
Type Dimension
Universe Acquisitions
Appears in  

Invoice Item Description

Description Description provided by the user of a non-bibliographic invoice item.
Type Dimension
Universe Acquisitions
Appears in Title Copy Detail Report

Invoice Item Expenditure Type

Description Category selected by the user identifying the relationship between the invoice item and its original order item. Types include: Credit, Refund, Debit, and Supplemental. The type also determines whether money is expended or unexpended to the fund.
Type Dimension
Universe Acquisitions
Appears in  

Invoice Item Invoiced Percentage

Description Percentage of the original order item that is being invoiced on an invoice item. For instance, if the vendor were invoicing the institution in quarterly installments, the invoice percentage would be 25% for each installment.
Type Dimension
Universe Acquisitions
Appears in Title Copy Detail Report

Invoice Item Notes

Description Note(s) for an invoice item entered by the library to designate special instructions or facts about this item for other library staff. Multiple notes are concatenated using a pipe (|) delimiter.
Type Dimension
Universe Acquisitions
Appears in  

Invoice Item Number

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

Invoice Item Product Type

Description Category representing the type of product being invoiced (i.e., Bibliographic or Non-Bibliographic).
Type Dimension
Universe Acquisitions
Appears in Payment Activity by FundPayment Activity by Material FormatPayment Activity by RequestorPayment Activity by Vendor | Title Copy Detail Report

Invoice Item Quantity

Description Integer representing the number of units or copies of an invoice item.
Type Measure
Universe Acquisitions
Appears in Paid Invoice Item Detail Report

Invoice 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 invoice. Entered by the user or calculated by dividing the invoice item services charge amount (item level) by the invoice item quantity.
Type Measure
Universe Acquisitions
Appears in Paid Invoice Item Detail Report

Invoice Item Shipping Amount (Per Unit)

Description Monetary amount indicating the shipping to be paid to a vendor for a single unit of an item on an invoice.
Type Measure
Universe Acquisitions
Appears in Paid Invoice Item Detail Report

Invoice Item Tax 1 Amount (Per Unit)

Description Monetary amount charged for the primary tax on a single unit of an invoice item.
Type Measure
Universe Acquisitions
Appears in Paid Invoice Item Detail Report

Invoice Item Tax 1 Percentage

Description A percentage value (of up to 3 decimal places) entered by the user and indicating the tax 1 of the item. This value is multiplied by the price to calculate the tax amount.
Type Dimension
Universe Acquisitions
Appears in  

Invoice Item Tax 2 Amount (Per Unit)

Description Monetary amount charged for the secondary tax on a single unit of an invoice item.
Type Measure
Universe Acquisitions
Appears in Paid Invoice Item Detail Report

Invoice Item Tax 2 Percentage

Description A percentage value (of up to 3 decimal places) entered by the user and indicating the tax 2 of the item. This value is multiplied by the price to calculate the tax amount.
Type Dimension
Universe Acquisitions
Appears in  

Invoice Item Unit Price

Description Monetary amount representing the base price of a single unit of an invoice line-item before any discounts, service charges, shipping costs or taxes are applied.
Type Measure
Universe Acquisitions
Appears in Paid Invoice Item Detail Report

Invoice Last Modified Staff Full Name

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

Invoice Month

Description The enumerated month of the year (1-12) a vendor issued an invoice to the institution.
Type Dimension
Universe Acquisitions
Appears in  

Invoice Month Name

Description The month name (e.g., November) a vendor issued an invoice to the institution.
Type Dimension
Universe Acquisitions
Appears in  

Invoice Number

Description Identifier provided by a vendor for an invoice. Number must be unique for a specific vendor, institution, and invoice date.
Type Measure
Universe Acquisitions
Appears in Paid Invoice Summary Report | Paid Invoice Detail Report | Title Copy Detail Report

Invoice Paid Date

Description Date/time an invoice was marked as paid.
Type Dimension
Universe Acquisitions
Appears in Paid Invoice Summary Report | Paid Invoice Detail Report

Invoice Paid Day

Description The enumerated day (1-31) of the month an invoice was marked as paid.
Type Dimension
Universe Acquisitions
Appears in  

Invoice Paid Day Name

Description The day of the week (e.g., Wednesday) an invoice was marked as paid.
Type Dimension
Universe Acquisitions
Appears in  

Invoice Paid Month

Description The enumerated month of the year (1-12) an invoice was marked as paid.
Type Dimension
Universe Acquisitions
Appears in  

Invoice Paid Month Name

Description The month name (e.g., November) an invoice was marked as paid.
Type Dimension
Universe Acquisitions
Appears in  

Invoice Paid Year

Description The year an invoice was marked as paid.
Type Dimension
Universe Acquisitions
Appears in  

Invoice Status

Description Financial or workflow status of the invoice (e.g. open, ready (for payment), paid).
Type Dimension
Universe Acquisitions
Appears in  

Invoice Year

Description The year a vendor issued an invoice to the institution.
Type Dimension
Universe Acquisitions
Appears in  

ISBN

Description An International Standard Book Number (ISBN) is a unique numeric commercial book identifier. The old format is 10 digits; the new format is 13 digits.
Type Dimension
Universe Acquisitions
Appears in Title Copy Detail Report

ISSN

Description An International Standard Serial Number (ISSN) is a unique eight-digit number used to identify a periodical publication at a specific media type.
Type Dimension
Universe Acquisitions | Serials Received
Appears in Serials Received Summary Report | Title Copy Detail Report

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 Acquisitions | Circulation Events | Circulation Fiscal Transactions | Circulation Hold Request | Circulation Item Status | Circulation Scheduled Items
Appears in All Checked Out Items Report | Circulation Events Detail Report | Fiscal Detail Report | Group All Checked Out Items Report | Group Circulation Events Detail Report | Group Open Holds Request Report | Group Overdue Items Report | Holds List Report | Holds Ready for Pickup Report | Items in Transit Report | Lost or Missing Items Report | Open Holds Report | Outstanding Fees and Bills Report | Overdue Items Aging Report | Recalled Items Report | Title Copy Detail Report
Description A specific value used to identify an e-resource collection from the Knowledge Base. SAMPLE VALUE: customer.74264.Compendex
Type Dimension
Universe Acquisitions
Appears in Title Copy Detail Report

KB Collection Name

Description The name used to identify an e-resource collection from the Knowledge Base. SAMPLE VALUES: eBooks on EBSCOhost, Taylor & Francis Journals
Type Dimension
Universe Acquisitions
Appears in  

KB Title Identifier

Description A specific value used to identify an e-resource title from the Knowledge Base. SAMPLE VALUE: ebrary.ebooks39 9103241
Type Dimension
Universe Acquisitions
Appears in Title Copy Detail Report

Last 12 Month Prompt

Description Do not use.
Type Dimension
Universe Acquisitions
Appears in  

Last 12 Month Prompt Op

Description Do not use.
Type Dimension
Universe Acquisitions
Appears in  

Last Claimed Date

Description Date institution last inquired with a vendor about the status of an item that has not been received.
Type Dimension
Universe Acquisitions
Appears in  

Last Claimed Day

Description The enumerated day (1-31) of the month an institution last inquired with a vendor about the status of an item that has not been received.
Type Dimension
Universe Acquisitions
Appears in  

Last Claimed Day Name

Description The day of the week (e.g., Wednesday) an institution last inquired with a vendor about the status of an item that has not been received.
Type Dimension
Universe Acquisitions
Appears in  

Last Claimed Month

Description The enumerated month of the year (1-12) an institution last inquired with a vendor about the status of an item that has not been received.
Type Dimension
Universe Acquisitions
Appears in  

Last Claimed Month Name

Description The month name (e.g., November) an institution last inquired with a vendor about the status of an item that has not been received.
Type Dimension
Universe Acquisitions
Appears in  

Last Claimed Year

Description The year an institution last inquired with a vendor about the status of an item that has not been received.
Type Dimension
Universe Acquisitions
Appears in  

Last Invoiced Date

Description Most recent date and time the order item was invoiced.
Type Dimension
Universe Acquisitions
Appears in  

Last Invoiced Day

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

Last Invoiced Day Name

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

Last Invoiced Month

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

Last Invoiced Month Name

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

Last Invoiced Year

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

Last Month Prompt

Description Do not use.
Type Dimension
Universe Acquisitions
Appears in  

Last Month Prompt Op

Description Do not use.
Type Dimension
Universe Acquisitions
Appears in  

Last Paid Date

Description Most recent date and time the order item was paid.
Type Dimension
Universe Acquisitions
Appears in  

Last Paid Day

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

Last Paid Day Name

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

Last Paid Month

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

Last Paid Month Name

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

Last Paid Year

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

Last Update Date

Description Most recent date and time the order item was updated (changes saved).
Type Dimension
Universe Acquisitions
Appears in  

Last Update Day

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

Last Update Day Name

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

Last Update Month

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

Last Update Month Name

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

Last Update Year

Description The year the order item was updated (changes saved).
Type Dimension
Universe Acquisitions
Appears in  

Acquisitions universe report objects M-P

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 | LHR Item Detail | New Titles List | Overlap | Removed Titles List | Serials Received
Appears in Open Encumbrances | Serials Received Summary Report | Title Copy Detail Report

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  

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 Comment

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 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  

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 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  

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

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  

Publication Date

Description Date resource was published.
Type Dimension
Universe Acquisitions | Cataloging | LHR Item Detail | Serials Received
Appears in New Titles List | Open Encumbrances | Removed Titles List | Title Copy Detail Report

Publisher Name

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

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  

Acquisitions universe report objects Q-Z

Received Date

Description The date and time a copy of an ordered item was received by the institution.
Type Dimension
Universe Acquisitions
Appears in  

Received Day

Description The enumerated day (1-31) of the month a copy of an ordered item was received by the institution.
Type Dimension
Universe Acquisitions
Appears in  

Received Day Name

Description The day of the week (e.g., Wednesday) a copy of an ordered item was received by the institution.
Type Dimension
Universe Acquisitions
Appears in  

Received Month

Description The enumerated month of the year (1-12) a copy of an ordered item was received by the institution.
Type Dimension
Universe Acquisitions
Appears in  

Received Month Name

Description The month name (e.g., November) a copy of an ordered item was received by the institution.
Type Dimension
Universe Acquisitions
Appears in  

Received Year

Description The year a copy of an ordered item was received by the institution.
Type Dimension
Universe Acquisitions
Appears in  

Remaining Fund %

Description =If([Budgeted Amount]=0 Or [Fund Balance] =0) Then 0 Else [Remaining Fund %]
Type Measure
Universe Acquisitions
Appears in Fund Balance

Remaining Fund Balance

Description =[Budgeted Amount]-[Fund Encumbered Amount]-[Fund Expended Amount]
Type Measure
Universe Acquisitions
Appears in Fund Balance

Requestor Name

Description Patron that has requested an order item. If null, then no patron has requested this order item.
Type Dimension
Universe Acquisitions
Appears in Open Encumbrances | Payment Activity by Material FormatPayment Activity by Requestor | Title Copy Detail Report

Resource Metadata Type

Description The type or source of the resource metadata, including WorldCat, the WorldCat knowledge base (for eProducts), or User Entered.
Type Dimension
Universe Acquisitions
Appears in  

Shelving Scheme

Description Determines the classification to use to organize an item on the shelf. Possible values include: Library of Congress, Dewey, National Library of Medicine.
Type Dimension
Universe Acquisitions
Appears in Payment Activity by Classification | Title Copy Detail Report

Shipping Type

Description Type or method of shipping chosen by the Institution for the items on an order (e.g. standard, next day, air mail, etc.).
Type Dimension
Universe Acquisitions
Appears in Vendor Performance

Staff Order Item Notes

Description Note for an order item entered by the library to designate special instructions or facts about this item. Multiple notes are concatenated using a pipe (|) delimiter.
Type Dimension
Universe Acquisitions
Appears in  

Subscription End Date

Description The date the order item's subscription ends, e.g., 2017-12-31.
Type Dimension
Universe Acquisitions
Appears in  

Subscription Master ID

Description Identifier assigned automatically by the system to all subscription order items that are renewals of the same original subscription item, e.g., 41846.
Type Dimension
Universe Acquisitions
Appears in  

Subscription Renewal Count

Description The number of times the subscription has been renewed. At the Order Item level, a numeric value of one (1) indicates a renewed subscription item.
Type Measure
Universe Acquisitions
Appears in  

Subscription Renewal Status

Description The value that indicates if a subscription item has been renewed or not, i.e. Renewed or Not Renewed.
Type Dimension
Universe Acquisitions
Appears in  

Subscription Start Date

Description The date the order item's subscription ends, e.g., 2017-01-01.
Type Dimension
Universe Acquisitions
Appears in  

System Invoice Number

Description Identifier generated by the system and used by the WorldShare Platform to uniquely identify an invoice (e.g. INV-2014-1).
Type Dimension
Universe Acquisitions
Appears in Paid Invoice Summary Report | Paid Invoice Item Detail Report | Title Copy Detail Report

Tax Calculation Method

Description The method by which the tax of an item is calculated. Determines primarily whether service and shipping charges are included with the unit price when calculating the tax amount.
Type Measure
Universe Acquisitions
Appears in  

Time to Fulfillment

Description Number of days from the date the item was ordered to the date the item was received.
Type Measure
Universe Acquisitions
Appears in Vendor Performance

Time to Fill

Description =If(DaysBetween(CurrentDate();[Hold On Hold Date])>-10000;(DaysBetween([Hold Request Placed Date];[Hold On Hold Date]));"N/A")
Type Dimension
Universe Circulation Hold Request
Appears in  

Title

Description The descriptive name used to identify an intellectual work such as a book, film or other composition. Unique by OCLC number.
Type Dimension
Universe Acquisitions | Cataloging | LHR Item Detail | Overlap | Serials Received
Appears in New Titles List | Open EncumbrancesPaid Invoice Item Detail Report | Removed Titles List | Serials Received Summary Report | Title Copy Detail Report

Total Amount Expended Including Child Funds

Description =If ( ([Fund Name Level 2]="") ) Then ( [Expended Amount]) ForAll ([Fund Name Level 2];[Fund Name Level 3];[Fund Name Level 4];[Fund Name Level 5]) ElseIf ( [Fund Name Level 3]="") Then [Expended Amount] ForAll ([Fund Name Level 3];[Fund Name Level 4];[Fund Name Level 5]) ElseIf ( [Fund Name Level 4]="") Then [Expended Amount] ForAll ([Fund Name Level 4];[Fund Name Level 5]) ElseIf ( [Fund Name Level 5]="") Then [Expended Amount] ForAll ([Fund Name Level 5]) Else [Expended Amount]
Type  
Universe Acquisitions
Appears in Payment Activity by Fund

Total Copies Expended Including Child Funds

Description =If ( ([Fund Name Level 2]="") ) Then ( [Copies Expended]) ForAll ([Fund Name Level 2];[Fund Name Level 3];[Fund Name Level 4];[Fund Name Level 5]) ElseIf ( [Fund Name Level 3]="") Then [Copies Expended] ForAll ([Fund Name Level 3];[Fund Name Level 4];[Fund Name Level 5]) ElseIf ( [Fund Name Level 4]="") Then [Copies Expended] ForAll ([Fund Name Level 4];[Fund Name Level 5]) ElseIf ( [Fund Name Level 5]="") Then [Copies Expended] ForAll ([Fund Name Level 5]) Else [Copies Expended]
Type  
Universe Acquisitions
Appears in Payment Activity by Fund

Total Fund Amount Budgeted

Description Sum of amount budgeted for a fund and all its child funds.
Type Measure
Universe Acquisitions
Appears in  

Total Fund Amount Encumbered

Description Sum of amount encumbered for a fund and all its child funds.
Type Measure
Universe Acquisitions
Appears in  

Total Fund Amount Expended

Description Sum of amount expended for a fund and all its child funds.
Type Measure
Universe Acquisitions
Appears in  

User First Name

Description The first name of the user that executed the report.
Type Dimension
Universe Acquisitions | Cataloging | Circulation Events | Circulation Fiscal Transactions | Circulation Hold Request | Circulation Item Status | Circulation Patron Information | Circulation Scheduled Items | E-Resources | Interlibray Loan | LHR Item Detail | Overlap | Serials Received
Appears in  

User Full Name

Description The full name of the user that executed the report.
Type Dimension
Universe Acquisitions | Cataloging | Circulation Events | Circulation Fiscal Transactions | Circulation Hold Request | Circulation Item Status | Circulation Patron Information | Circulation Scheduled Items | E-Resources | Interlibray Loan | LHR Item Detail | Overlap | Serials Received
Appears in  

User Last Name

Description The last name of the user that executed the report.
Type Dimension
Universe Acquisitions | Cataloging | Circulation Events | Circulation Fiscal Transactions | Circulation Hold Request | Circulation Item Status | Circulation Patron Information | Circulation Scheduled Items | E-Resources | Interlibray Loan | LHR Item Detail | Overlap | Serials Received
Appears in  

Vendor Local Identifier

Description An identifier for a vendor automatically generated by the system and unique for that institution. E.g., LVN-126.
Type Dimension
Universe Acquisitions
Appears in Paid Invoice Item Detail Report

Vendor Order Item Notes

Description Note(s) for an order item provided to the vendor to designate special instructions about this item. Multiple notes are concatenated using a pipe (|) delimiter.
Type Dimension
Universe Acquisitions
Appears in  

Vendor Order Item Number

Description Identifier supplied by the vendor for an order item. The identifier is unique to the vendor.
Type Dimension
Universe Acquisitions
Appears in  
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