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Circulation Patron Information

Circulation Patron Information 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

Circulation Patron Information 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 Count

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

Patron Created Date

Description Date/time the identity record was created in the system. Refer to Patron Registration Date for when the patron record was registered for use.
Type Dimension
Universe Circulation Events | Circulation Fiscal Transactions | Circulation Hold Request | Circulation Item Status | Circulation Patron Information | Circulation Scheduled Items
Appears in Open Holds Report | Patron Information Detail Report

Patron 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 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 Item Status | Circulation Patron Information
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 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 Patron Information universe report objects Q-Z

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