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Circulation Hold Request

Circulation Hold Request universe report objects A-C

Current Date

Description Do not use.
Type Dimension
Universe Circulation Hold Request
Appears in  

Circulation Hold Request universe report objects D-H

Hold Count

Description The number of items currently on hold.
Type Measure
Universe Circulation Hold Request
Appears in Circulation Dashboard

Hold Earliest Needed Date

Description The earliest date that an item can fulfill an outstanding hold request.
Type Dimension
Universe Circulation Hold Request
Appears in Group Open Holds Request Report

Hold Earliest Needed Day

Description The enumerated day (1-31) of the month on which the earliest date needed to fulfill a hold request falls.
Type Dimension
Universe Circulation Hold Request
Appears in  

Hold Earliest Needed Day Name

Description The day of the week (e.g., Wednesday) on which the earliest date needed to fulfill a hold request falls.
Type Dimension
Universe Circulation Hold Request
Appears in  

Hold Earliest Needed Month

Description The enumerated month of the year (1-12) in which the earliest date needed to fulfill a hold request falls.
Type Dimension
Universe Circulation Hold Request
Appears in  

Hold Earliest Needed Month Name

Description The month name (e.g., November) in which the earliest date needed to fulfill a hold request falls.
Type Dimension
Universe Circulation Hold Request
Appears in  

Hold Earliest Needed Year

Description The year in which the earliest date needed to fulfill a hold request falls.
Type Dimension
Universe Circulation Hold Request
Appears in  

Hold Expiration Date

Description The date of the hold expiration.
Type Dimension
Universe Circulation Hold Request
Appears in Group Open Holds Request Report | Holds Ready for Pickup Report | Open Holds Report

Hold Expiration Day

Description The enumerated day (1-31) of the month of the hold expiration.
Type Dimension
Universe Circulation Hold Request
Appears in  

Hold Expiration Day Name

Description The day of the week (e.g., Wednesday) of the hold expiration.
Type Dimension
Universe Circulation Hold Request
Appears in  

Hold Expiration Month

Description The enumerated month of the year (1-12) of the hold expiration.
Type Dimension
Universe Circulation Hold Request
Appears in  

Hold Expiration Month Name

Description The month name (e.g., November) of the hold expiration.
Type Dimension
Universe Circulation Hold Request
Appears in  

Hold Expiration Year

Description The year of the hold expiration.
Type Dimension
Universe Circulation Hold Request
Appears in  

Hold Institution Name

Description The institution where a hold occurred.
Type Dimension
Universe Circulation Hold Request
Appears in Group Open Holds Request Report

Hold Institution Symbol

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

Hold Needed Before Date

Description The latest date that an item can fulfill an outstanding hold request.
Type Dimension
Universe Circulation Hold Request
Appears in Group Open Holds Request Report | Holds Ready for Pickup Report | Open Holds Report

Hold Needed Before Day

Description The enumerated day (1-31) of the month on which the latest date needed to fulfill a hold request falls.
Type Dimension
Universe Circulation Hold Request
Appears in  

Hold Needed Before Day Name

Description The day of the week (e.g., Wednesday) on which the latest date needed to fulfill a hold request falls.
Type Dimension
Universe Circulation Hold Request
Appears in  

Hold Needed Before Month

Description The enumerated month of the year (1-12) in which the latest date needed to fulfill a hold request falls.
Type Dimension
Universe Circulation Hold Request
Appears in  

Hold Needed Before Month Name

Description The month name (e.g., November) in which the latest date needed to fulfill a hold request falls.
Type Dimension
Universe Circulation Hold Request
Appears in  

Hold Needed Before Year

Description The year in which the latest date needed to fulfill a hold request falls.
Type Dimension
Universe Circulation Hold Request
Appears in  

Hold Notification Count

Description The number of hold notices sent concerning the item that is currently on hold for the patron. This number is reset once the item is checked out to the patron.
Type Measure
Universe Circulation Hold Request
Appears in  

Hold Notification Due Date

Description The date on which the most recent hold notification was sent to the patron.
Type Dimension
Universe Circulation Hold Request
Appears in  

Hold Notification Due Day

Description The enumerated day (1-31) of the month on which the most recent hold notification was sent to the patron.
Type Dimension
Universe Circulation Hold Request
Appears in  

Hold Notification Due Day Name

Description The day of the week (e.g., Wednesday) on which the most recent hold notification was sent to the patron.
Type Dimension
Universe Circulation Hold Request
Appears in  

Hold Notification Due Month

Description The enumerated month of the year (1-12) in which the most recent hold notification was sent to the patron.
Type Dimension
Universe Circulation Hold Request
Appears in  

Hold Notification Due Month Name

Description The month name (e.g., November) in which the most recent hold notification was sent to the patron.
Type Dimension
Universe Circulation Hold Request
Appears in  

Hold Notification Due Year

Description The year in which the most recent hold notification was sent to the patron.
Type Dimension
Universe Circulation Hold Request
Appears in  

Hold on Hold Date

Description The date that an item was placed on hold for a requesting patron.
Type Dimension
Universe Circulation Hold Request
Appears in Group Open Holds Request Report

Hold on Hold Day

Description The enumerated day (1-31) of the month that an item was placed on hold for a requesting patron.
Type Dimension
Universe Circulation Hold Request
Appears in  

Hold on Hold Day Name

Description The day of the week (e.g., Wednesday) of the triggered hold event.
Type Dimension
Universe Circulation Hold Request
Appears in  

Hold on Hold Month

Description The enumerated month of the year (1-12) that an item was placed on hold for a requesting patron.
Type Dimension
Universe Circulation Hold Request
Appears in  

Hold on Hold Month Name

Description The month name (e.g., November) of the triggered hold event.
Type Dimension
Universe Circulation Hold Request
Appears in  

Hold on Hold Year

Description The year that an item was placed on hold for a requesting patron.
Type Dimension
Universe Circulation Hold Request
Appears in  

Hold Originator Institution Name

Description The institution from which a hold request was initiated.
Type Dimension
Universe Circulation Hold Request
Appears in  

Hold Originator Institution Symbol

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

Hold Pickup Branch Name

Description The library branch at which an item that fulfills a hold request should be held for pickup by the patron.
Type Dimension
Universe Circulation Hold Request
Appears in Holds Ready for Pickup Report

Hold Queue Priority

Description The position of an outstanding hold request relative to other requests for the same title (e.g., third of ten requests).
Type Dimension
Universe Circulation Hold Request
Appears in  

Hold Request Placed Date

Description The date on which the hold request was placed.
Type Dimension
Universe Circulation Hold Request
Appears in Group Open Holds Request Report | Open Holds Report

Hold Request Placed Day

Description The enumerated day (1-31) of the month on which the hold request was placed.
Type Dimension
Universe Circulation Hold Request
Appears in  

Hold Request Placed Day Name

Description The day of the week (e.g., Wednesday) on which the hold request was placed.
Type Dimension
Universe Circulation Hold Request
Appears in  

Hold Request Placed Month

Description The enumerated month of the year (1-12) on which the hold request was placed.
Type Dimension
Universe Circulation Hold Request
Appears in  

Hold Request Placed Month Name

Description The month name (e.g., November) on which the hold request was placed.
Type Dimension
Universe Circulation Hold Request
Appears in  

Hold Request Placed Year

Description The year in which the hold request was placed.
Type Dimension
Universe Circulation Hold Request
Appears in  

Hold Request Scope

Description The level at which a hold request is placed: BIB (any copy) or ITEM (a specific copy of the title).
Type Dimension
Universe Circulation Hold Request
Appears in  

Hold Request Text

Description Optional instructions for processing a hold request. Such information is often used to specify the specific issue of a multi-part work.
Type Dimension
Universe Circulation Hold Request
Appears in  

Hold Request Type

Description Do not use.
Type Dimension
Universe Circulation Hold Request
Appears in  

Hold Suspension End Date

Description The date on which the suspension period for fulfilling a hold request ends.
Type Dimension
Universe Circulation Hold Request
Appears in  

Hold Suspension End Day

Description The enumerated day (1-31) of the month on which the suspension period for fulfilling a hold request ends.
Type Dimension
Universe Circulation Hold Request
Appears in  

Hold Suspension End Day Name

Description The day of the week (e.g., Wednesday) on which the suspension period for fulfilling a hold request ends.
Type Dimension
Universe Circulation Hold Request
Appears in  

Hold Suspension End Month

Description The enumerated month of the year (1-12) in which the suspension period for fulfilling a hold request ends.
Type Dimension
Universe Circulation Hold Request
Appears in  

Hold Suspension End Month Name

Description The month name (e.g., November) in which the suspension period for fulfilling a hold request ends.
Type Dimension
Universe Circulation Hold Request
Appears in  

Hold Suspension End Year

Description The year in which the suspension period for fulfilling a hold request ends.
Type Dimension
Universe Circulation Hold Request
Appears in  

Hold Suspension Start Date

Description The date on which the suspension period for fulfilling a hold request begins.
Type Dimension
Universe Circulation Hold Request
Appears in  

Hold Suspension Start Day

Description The enumerated day (1-31) of the month on which the suspension period for fulfilling a hold request begins.
Type Dimension
Universe Circulation Hold Request
Appears in  

Hold Suspension Start Day Name

Description The day of the week (e.g., Wednesday) on which the suspension period for fulfilling a hold request begins.
Type Dimension
Universe Circulation Hold Request
Appears in  

Hold Suspension Start Month

Description The enumerated month of the year (1-12) in which the suspension period for fulfilling a hold request begins.
Type Dimension
Universe Circulation Hold Request
Appears in  

Hold Suspension Start Month Name

Description The month name (e.g., November) in which the suspension period for fulfilling a hold request begins.
Type Dimension
Universe Circulation Hold Request
Appears in  

Hold Suspension Start Year

Description The year in which the suspension period for fulfilling a hold request begins.
Type Dimension
Universe Circulation Hold Request
Appears in  

Circulation Hold Request 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

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

Item Branch Name

Description A specific location within an institution. An institution may have one or more branches.
Type Dimension
Universe Circulation Events | Circulation Fiscal Transactions | Circulation Hold Request | Circulation Item Status | Circulation Scheduled Items
Appears in All Checked Out Items Report | Circulation Events Detail Report | Group All Checked Out Items Report | Group Open Holds Request Report | Group Overdue Items Report | High Use Circulation Titles Summary Report | Items in Transit Report | Lost or Missing Items Report | Open Holds Report | Overdue Items Aging Report | Recalled Items Report

Item Call Number

Description Value that defines the location of an item on the shelf in the library according to a particular shelving scheme.
Type Dimension
Universe Circulation Events | Circulation Fiscal Transactions | Circulation Hold Request | Circulation Item Status | Circulation Scheduled Items
Appears in Circulation Events Detail Report | Group All Checked Out Items 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 | Overdue Items Aging Report | Recalled Items Report

Item Former Shelving Location

Description The former location within a branch where an item is shelved.
Type Dimension
Universe Circulation Events | Circulation Fiscal Transactions | Circulation Hold Request | Circulation Item Status | Circulation Scheduled Items
Appears in  

Item Holding Location

Description The four-character code that designates the holding location for an item.
Type Dimension
Universe Circulation Events | Circulation Fiscal Transactions | Circulation Hold Request | Circulation Item Status | Circulation Scheduled Items
Appears in Holds List Report | Holds Ready for Pickup Report

Item Material Format

Description A category of an item that defines the physical or digital nature of the item (e.g. book, CD, eBook, etc.). Also known as material type.
Type Dimension
Universe Circulation Events | Circulation Fiscal Transactions | Circulation Hold Request | Circulation Item Status | Circulation Scheduled Items
Appears in All Checked Out Items Report | Circulation Events Detail Report | Group Circulation Events Detail Report | Group All Checked Out Items Report | Group Open Holds Request Report | Group Overdue Items Report | High Use Circulation Titles Summary Report | Holds List Report | Holds Ready for Pickup Report | Item Status Statistics Chart | Items in Transit Report | Lost or Missing Items Report | Monthly Circulation Statistics Report | Open Holds Report | Overdue Items Aging Report | Recalled Items Report

Item OCLC Number

Description The OCLC Control Number is a unique, sequentially assigned number associated with a record in WorldCat. The number is included in a WorldCat record when the record is created. The OCLC Control Number enables successful implementation and use of many OCLC products and services, including WorldCat Local and WorldCat Navigator.
Type Dimension
Universe Circulation Events | Circulation Fiscal Transactions | Circulation Hold Request | Circulation Item Status | Circulation Scheduled Items
Appears in All Checked Out Items Report | Circulation Dashboard | Group Circulation Events Detail Report | Group All Checked Out Items Report | Group Open Holds Request Report | Group Overdue Items Report | High Use Circulation Titles Summary Report | Holds List Report | Holds Ready for Pickup Report | Items in Transit Report | Lost or Missing Items Report | Open Holds Report | Overdue Items Aging Report | Recalled Items Report

Item Owner Institution Name

Description The institution which owns the item.
Type Dimension
Universe Circulation Events | Circulation Fiscal Transactions | Circulation Hold Request
Appears in Group Circulation Events Detail Report | Group Open Holds Request Report

Item Owner Institution Symbol

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

Item Permanent Shelving Location

Description The permanent location within a branch where an item is shelved.
Type Dimension
Universe Circulation Events | Circulation Fiscal Transactions | Circulation Hold Request | Circulation Item Status | Circulation Scheduled Items
Appears in All Checked Out Items Report | Circulation Dashboard | Circulation Events Detail Report | Group All Checked Out Items Report | Group Overdue Items Report | High Use Circulation Titles Summary Report | Holds List Report | Item Status Statistics Chart | Items in Transit Report | Lost or Missing Items Report | Monthly Circulation Statistics Report | Open Holds Report | Overdue Items Aging Report | Recalled Items Report

Item Primary Institution Name

Description The institution holding the item.
Type Dimension
Universe Circulation Events | Circulation Fiscal Transactions | Circulation Hold Request | Circulation Item Status | Circulation Scheduled Items
Appears in  

Item Primary Institution Symbol

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

Item Sort Title

Description An adjusted title name for purposes of sorting bibliographic titles (e.g., removes “The” or “An” from the beginning of a title name).
Type Dimension
Universe Circulation Events | Circulation Fiscal Transactions | Circulation Hold Request | Circulation Item Status | Circulation Scheduled Items
Appears in  

Item Temporary Shelving Location

Description The temporary location within a branch where an item is shelved.
Type Dimension
Universe Circulation Events | Circulation Fiscal Transactions | Circulation Hold Request | Circulation Item Status | Circulation Scheduled Items
Appears in All Checked Out Items Report | Circulation Events Detail Report | Group All Checked Out Items Report | Group Overdue Items Report | Holds List Report | Item Status Statistics Chart | Lost or Missing Items Report | Monthly Circulation Statistics Report | Open Holds Report | Overdue Items Aging Report

Item Title

Description The descriptive name used to identify an intellectual work such as a book, film or other composition.
Type Dimension
Universe Circulation Events | Circulation Fiscal Transactions | Circulation Hold Request | Circulation Item Status | Circulation Scheduled Items
Appears in All Checked Out Items Report | Circulation Dashboard | 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 | High Use Circulation Titles Summary Report | Holds List Report | Holds Ready for Pickup Report | Items in Transit Report | Lost or Missing Items Report | Open Holds Report | Outstanding Fees and Bills Report | Overdue Items Aging Report | Recalled Items Report

Item Title Keyword

Description The descriptive name used to identify an intellectual work such as a book, film or other composition.
Type Dimension
Universe Circulation Events | Circulation Fiscal Transactions | Circulation Hold Request | Circulation Item Status | Circulation Scheduled Items
Appears in  

Item Type

Description

The category that identifies how an item is classified within WorldShare Management Services. Values include:

  • VOLUME - regular items that are represented by local holdings records in WorldCat
  • CIRC_MANAGED (TEMPORARY) - temporary items
  • FREE_TEXT - items that were created as a result of a free-text hold request from the patron interface
Type Dimension
Universe Circulation Events | Circulation Fiscal Transactions | Circulation Hold Request | Circulation Item Status | Circulation Scheduled Items
Appears in  

Circulation Hold Request universe report objects M-P

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 Barcode

Description The unique, machine-readable code representing the patron. Used to identify the patron when performing library functions such as check-in, check-out, etc.
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 | Circulation Events Detail Report | Daily Payments Report | Fiscal Detail Report | Group All Checked Out Items Report | Group Open Holds Request Report | Group Overdue Items Report | Holds Ready for Pickup Report | Open Holds Report | Overdue Items Aging Report | Patron Information Detail Report

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 Report | Group 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 City/Locality

Description The city of the patron's primary mailing address.
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 | Outstanding Fees and Bills Report | Patron Information Detail 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 Custom Category 1

Description A library-defined field used to store additional information about a 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 | Circulation Events Detail Report | Group All Checked Out Items Report | Group Overdue Items Report | Overdue Items Aging Report | Patron Counts Summary Report | Patron Information Detail Report | Recalled Items Report

Patron Custom Category 2

Description A library-defined field used to store additional information about a 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 | Circulation Events Detail Report | Group All Checked Out Items Report | Group Overdue Items Report | Overdue Items Aging Report | Patron Counts Summary Report | Patron Information Detail Report | Recalled Items Report

Patron Custom Category 3

Description A library-defined field used to store additional information about a 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 | Circulation Events Detail Report | Group All Checked Out Items Report | Group Overdue Items Report | Overdue Items Aging Report | Patron Counts Summary Report | Patron Information Detail Report | Recalled Items Report

Patron Custom Category 4

Description A library-defined field used to store additional information about a 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 | Circulation Events Detail Report | Group All Checked Out Items Report | Group Overdue Items Report | Overdue Items Aging Report | Patron Counts Summary Report | Patron Information Detail Report | Recalled Items Report

Patron Date of Birth

Description The date of birth for a patron.
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 Family Name

Description The patron’s surname or last name. The family name is the part of a patron’s name handed down from generation to generation.
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 | Group Overdue Items Report | Holds Ready for Pickup Report | Open Holds Report | Overdue Items Aging Report | Patron Information Detail Report | Recalled Items 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 Gender

Description The biological sex (male or female) of a given 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 | Open Holds Report | Patron Information Detail Report

Patron Given Name

Description The patron's first name or forename that distinguishes a member of the same family.
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 | Group Overdue Items Report | Holds Ready for Pickup Report | Open Holds Report | Overdue Items Aging Report | Patron Information Detail Report | Recalled Items Report

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 Is Deleted

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 Postal Code

Description The postal code (e.g., zip code) of the patron’s primary mailing address.
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 | Outstanding Fees and Bills Report | Patron Counts Summary Report | Patron Information Detail Report

Patron Proxy Address 1

Description The first street address line of the patron proxy's primary mailing address.
Type Dimension
Universe Circulation Hold Request
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Patron Proxy Address 2

Description The second street address line of the patron proxy's primary mailing address.
Type Dimension
Universe Circulation Hold Request
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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
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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
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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
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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
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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
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Patron Proxy City/Locality

Description The city of the patron proxy’s primary mailing address.
Type Dimension
Universe Circulation Hold Request
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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
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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
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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
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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
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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
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Patron Proxy Date of Birth

Description The date of birth for a patron proxy.
Type Dimension
Universe Circulation Hold Request
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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
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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
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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
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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
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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
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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
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Patron Proxy Full Name

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

Description The biological sex (male or female) of a given patron proxy.
Type Dimension
Universe Circulation Hold Request
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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
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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
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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
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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
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Patron Proxy Last Modified Date

Description The most recent date that the patron proxy’s record was modified.
Type Dimension
Universe Circulation Hold Request
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Patron Proxy Last Modified User

Description User who last updated the patron proxy record.
Type Dimension
Universe Circulation Hold Request
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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
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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
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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
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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
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Patron Proxy Registration Date

Description The date/time on which the patron proxy record was created.
Type Dimension
Universe Circulation Hold Request
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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
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Patron Proxy State/Province

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

Description The state or province of the patron's primary mailing address.
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 | Outstanding Fees and Bills Report | Patron Information Detail Report

Patron Street Address 1

Description The first street address line of the patron's primary mailing address.
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 | Outstanding Fees and Bills Report | Patron Information Detail Report

Patron Street Address 2

Description The second street address line of the patron's primary mailing address.
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 | 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

Circulation Hold Request universe report objects Q-Z

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  

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 | Interlibrary Loan | LHR Item Detail | Overlap | Serials Received
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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 | Interlibrary Loan | LHR Item Detail | Overlap | Serials Received
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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 | Interlibrary Loan | LHR Item Detail | Overlap | Serials Received
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