Circulation Scheduled Items universe
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View all report objects available in the Circulation Scheduled Items universe.
| I P S U Y I |
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 | Circulation Scheduled Items | Data Refresh Activity | E-Resources COUNTER 4 | Group Activity | Institution Title Holdings | Interlibrary Loan | LHR Item Detail | Overlap | Serials Received |
| Appears in | Title Copy Detail Report | Title Holdings Count by Institution | Titles Held by a Single Institution |
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 Add-Delete 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 Add-Delete Report | 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 Enumeration and Chronology
| Description | The numeric, alphabetic, and/or date designation that either appears on an item or that is used to record the receipt of an item. |
| Type | Dimension |
| Universe | Circulation Item Status | Circulation Scheduled Items |
| Appears in | Lost or Missing 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 | Circulation Add-Delete Report | Holds List Report | Holds Ready for Pickup Report |
Item Lending Policy
| Description | The name of the policy that specifies the conditions under which a library item is checked out to a patron. The loan policy specifies whether a specific material format may be checked out to a specific patron borrower category and, if so, for what period of time. |
| Type | Dimension |
| Universe | Circulation Events | Circulation Fiscal Transactions | Circulation Item Status | Circulation Scheduled Items |
| Appears in | All Checked Out Items Report | Group All Checked Out Items 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 Add-Delete 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 Discovery 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 Add-Delete 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 Owning Institution Name
| Description | The institution which owns the item. |
| Type | Dimension |
| Universe | Circulation Item Status | Circulation Scheduled Items |
| Appears in | Group All Checked Out Items Report | Group Overdue Items Report |
Item Owning 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 Item Status | Circulation Scheduled Items |
| 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 Add-Delete 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 Fiscal Transactions | Circulation Hold Request | Circulation Item Status | Circulation Scheduled Items |
| 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 Add-Delete 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 Add-Delete 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:
|
| Type | Dimension |
| Universe | Circulation Events | Circulation Fiscal Transactions | Circulation Hold Request | Circulation Item Status | Circulation Scheduled Items |
| Appears in |
| I P S U Y 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 Country
| Description | The country 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 | 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 ILL Approved Flag
| Description | Value ('Y', 'N', or 'N/A') indicating if the patron is explicitly approved for ILL services. If the institution has set to require approval for new ILL patron accounts in Service Configuration, then a value of 'Y' would indicate the patron is approved. |
| 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 ILL Blocked Flag
| Description | Value ('Y', 'N', or 'N/A') indicating if the patron is blocked from ILL services. A value of 'Y' would indicate the patron is indeed blocked. A value of 'N' or ‘N/A’ would indicate the patron is not blocked. |
| 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 ILL Identifier
| Description | The unique identifier assigned to the patron who can request ILL services. |
| 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 ILL Patron Type
| Description | The borrower category (e.g., Undergraduate) of the patron, supplied by the institution. |
| 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 ILL Pickup Location
| Description | The default library branch or location at which the patron can pick up their ILL request. |
| 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 Institution Name
| Description | A patron’s organization (e.g., library, museum, or consortium) that uses one or more OCLC services. |
| Type | Dimension |
| Universe | Circulation Events | Circulation Fiscal Transactions | Circulation Hold Request | Circulation Item Status | Circulation Patron Information | Circulation Scheduled Items |
| Appears in | Group All Checked Out Items Report | Group Circulation Events Detail Report | Group Open Holds Request Report | Group Overdue Items Report |
Patron Institution Symbol
| Description | The three or five-character code assigned by OCLC to identify a member institution. This is often referred to as the OCLC symbol. |
| Type | Dimension |
| Universe | Circulation Events | Circulation Fiscal Transactions | Circulation Item Status | Circulation Patron Information | Circulation Scheduled Items |
| Appears in |
Patron Is Deleted
| Description | Do not use. |
| Type | Filter |
| Universe | Circulation Events | Circulation Hold Request | Circulation Item Status | Circulation Scheduled Items |
| Appears in |
Patron Last Activity Date
| Description | The last date of patron activity. Actions that update the last activity date are check out, check in, renew, create hold request, pickup hold, create item schedule/booking, pay bill, and SIP2 authentication. |
| Type | Dimension |
| Universe | Circulation Events | Circulation Fiscal Transactions | Circulation Hold Request | Circulation Item Status | Circulation Patron Information | Circulation Scheduled Items |
| Appears in | Patron Information Detail Report |
Patron Last Modified Date
| Description | The most recent date that the patron's record was modified. |
| Type | Dimension |
| Universe | Circulation Events | Circulation Fiscal Transactions | Circulation Hold Request | Circulation Item Status | Circulation Patron Information | Circulation Scheduled Items |
| Appears in | Patron Information Detail Report |
Patron Last Modified User
| Description | User who last updated the patron record. |
| Type | Dimension |
| Universe | Circulation Events | Circulation Fiscal Transactions | Circulation Hold Request | Circulation Item Status | Circulation Patron Information | Circulation Scheduled Items |
| Appears in | Patron Information Detail Report |
Patron Membership Expiration Date
| Description | The expiration date of the patron's most recent membership period. |
| Type | Measure |
| Universe | Circulation Events | Circulation Fiscal Transactions | Circulation Hold Request | Circulation Item Status | Circulation Patron Information | Circulation Scheduled Items |
| Appears in |
Patron Membership Policy Name
| Description | The name of the library's membership policy that applies to the patron's most recent membership. |
| Type | Measure |
| Universe | Circulation Events | Circulation Fiscal Transactions | Circulation Hold Request | Circulation Item Status | Circulation Patron Information | Circulation Scheduled Items |
| Appears in |
Patron Membership Start Date
| Description | The date when a patron's most recent membership fee was fully paid or waived, and the membership period began. |
| Type | Measure |
| Universe | Circulation Events | Circulation Fiscal Transactions | Circulation Hold Request | Circulation Item Status | Circulation Patron Information | Circulation Scheduled Items |
| Appears in |
Patron Membership Status
| Description | The patron's most recent membership status, e.g., Active, Pending, etc. |
| Type | Measure |
| Universe | Circulation Events | Circulation Fiscal Transactions | Circulation Hold Request | Circulation Item Status | Circulation Patron Information | Circulation Scheduled Items |
| Appears in |
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 Public Notes
| Description | Additional information about a patron that is supplied by library staff and can be shared with the patron.
Note: This field has a 4,000 character limit. |
| Type | Dimension |
| Universe | Circulation Events | Circulation Fiscal Transactions | Circulation Hold Request | Circulation Item Status | Circulation Patron Information | Circulation Scheduled Items |
| Appears in |
Patron Registration Date
| Description | The date/time on which the patron record was created. |
| Type | Dimension |
| Universe | Circulation Events | Circulation Fiscal Transactions | Circulation Hold Request | Circulation Item Status | Circulation Patron Information | Circulation Scheduled Items |
| Appears in | Patron Information Detail Report |
Patron Source System
| Description | A value representing the external system (e.g., a campus registration database) from which the library loads data into WorldShare Management Services to create and update patron records. |
| Type | Dimension |
| Universe | Circulation Events | Circulation Fiscal Transactions | Circulation Hold Request | Circulation Item Status | Circulation Patron Information | Circulation Scheduled Items |
| Appears in | Outstanding Fees and Bills Report | Patron Information Detail Report |
Patron Staff Notes
| Description | Additional information about a patron that is visible only to library staff.
Note: This field has a 4,000 character limit. |
| Type | Dimension |
| Universe | Circulation Events | Circulation Fiscal Transactions | Circulation Hold Request | Circulation Item Status | Circulation Patron Information | Circulation Scheduled Items |
| Appears in |
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 Suspended Until Date
| Description | The date and time when the user's suspension period will end and access to circulation services will be restored. The patron is not suspended when this date is in the past. |
| 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 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 |
| I P S U Y S |
Schedule Created Date/Time
| Description | The date and time when the schedule was created. |
| Type | Dimension |
| Universe | Circulation Scheduled Items |
| Appears in |
Schedule Created Day
| Description | The enumerated day (1-31) of the month when the schedule was created. |
| Type | Dimension |
| Universe | Circulation Scheduled Items |
| Appears in |
Schedule Created Day Name
| Description | The day of the week (e.g., Wednesday) when the schedule was created. |
| Type | Dimension |
| Universe | Circulation Scheduled Items |
| Appears in |
Schedule Created Month
| Description | The enumerated month of the year (e.g., 11) when the schedule was created. |
| Type | Dimension |
| Universe | Circulation Scheduled Items |
| Appears in |
Schedule Created Month Name
| Description | The month name (e.g., November) when the schedule was created. |
| Type | Dimension |
| Universe | Circulation Scheduled Items |
| Appears in |
Schedule Created Year
| Description | The year when the schedule was created. |
| Type | Dimension |
| Universe | Circulation Scheduled Items |
| Appears in |
Schedule Expiration Date/Time
| Description | The date and time when the schedule will expire. This date may also be set when a schedule is cancelled. |
| Type | Dimension |
| Universe | Circulation Scheduled Items |
| Appears in |
Schedule Expiration Day
| Description | The enumerated day (1-31) of the month when the schedule will expire. |
| Type | Dimension |
| Universe | Circulation Scheduled Items |
| Appears in |
Schedule Expiration Day Name
| Description | The day of the week (e.g., Wednesday) when the schedule will expire. |
| Type | Dimension |
| Universe | Circulation Scheduled Items |
| Appears in |
Schedule Expiration Month
| Description | The enumerated month of the year (e.g., 11) when the schedule will expire. |
| Type | Dimension |
| Universe | Circulation Scheduled Items |
| Appears in |
Schedule Expiration Month Name
| Description | The month name (e.g., November) when the schedule will expire. |
| Type | Dimension |
| Universe | Circulation Scheduled Items |
| Appears in |
Schedule Expiration Year
| Description | The year when the schedule will expire. |
| Type | Dimension |
| Universe | Circulation Scheduled Items |
| Appears in |
Schedule From Date/Time
| Description | The date and time when the item is needed. Displayed as 'Time for Pickup' in the Circulation application. |
| Type | Dimension |
| Universe | Circulation Scheduled Items |
| Appears in |
Schedule From Day
| Description | The enumerated day (1-31) of the month when the item is needed. |
| Type | Dimension |
| Universe | Circulation Scheduled Items |
| Appears in |
Schedule From Day Name
| Description | The day of the week (e.g., Wednesday) when the item is needed. |
| Type | Dimension |
| Universe | Circulation Scheduled Items |
| Appears in |
Schedule From Month
| Description | The enumerated month of the year (e.g., 11) when the item is needed. |
| Type | Dimension |
| Universe | Circulation Scheduled Items |
| Appears in |
Schedule From Month Name
| Description | The month name (e.g., November) when the item is needed. |
| Type | Dimension |
| Universe | Circulation Scheduled Items |
| Appears in |
Schedule From Year
| Description | The year when the item is needed. |
| Type | Dimension |
| Universe | Circulation Scheduled Items |
| Appears in |
Schedule Institution Name
| Description | Organization (e.g., library, museum, or consortium) where the schedule was fulfilled. |
| Type | Dimension |
| Universe | Circulation Scheduled Items |
| Appears in |
Schedule 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 Scheduled Items |
| Appears in |
Schedule Last Modified Date/Time
| Description | The date and time when the schedule was last modified. |
| Type | Dimension |
| Universe | Circulation Scheduled Items |
| Appears in |
Schedule Note
| Description | A staff note that relates to a schedule. |
| Type | Dimension |
| Universe | Circulation Scheduled Items |
| Appears in |
Schedule Pickup Branch Name
| Description | The library branch at which an item that fulfills a schedule request should be held for pickup by the patron. |
| Type | Dimension |
| Universe | Circulation Scheduled Items |
| Appears in |
Schedule Post-Embargo Date/Time
| Description | The end of the embargo period for the item. During the embargo, the item is not available for circulation. |
| Type | Dimension |
| Universe | Circulation Scheduled Items |
| Appears in |
Schedule Post-Embargo Day
| Description | The enumerated day (1-31) of the month when the embargo period ends. |
| Type | Dimension |
| Universe | Circulation Scheduled Items |
| Appears in |
Schedule Post-Embargo Day Name
| Description | The day of the week (e.g., Wednesday) when the embargo period ends. |
| Type | Dimension |
| Universe | Circulation Scheduled Items |
| Appears in |
Schedule Post-Embargo Month
| Description | The enumerated month of the year (e.g., 11) when the embargo period ends. |
| Type | Dimension |
| Universe | Circulation Scheduled Items |
| Appears in |
Schedule Post-Embargo Month Name
| Description | The month name (e.g., November) when the embargo period ends. |
| Type | Dimension |
| Universe | Circulation Scheduled Items |
| Appears in |
Schedule Post-Embargo Year
| Description | The year when the embargo period ends. |
| Type | Dimension |
| Universe | Circulation Scheduled Items |
| Appears in |
Schedule Pre-Embargo Date/Time
| Description | The start of the embargo period. During the embargo, the item is not available for circulation. |
| Type | Dimension |
| Universe | Circulation Scheduled Items |
| Appears in |
Schedule Pre-Embargo Day
| Description | The enumerated day (1-31) of the month when the embargo period starts. |
| Type | Dimension |
| Universe | Circulation Scheduled Items |
| Appears in |
Schedule Pre-Embargo Day Name
| Description | The day of the week (e.g., Wednesday) when the embargo period starts. |
| Type | Dimension |
| Universe | Circulation Scheduled Items |
| Appears in |
Schedule Pre-Embargo Month
| Description | The enumerated month of the year (e.g., 11) when the embargo period starts. |
| Type | Dimension |
| Universe | Circulation Scheduled Items |
| Appears in |
Schedule Pre-Embargo Month Name
| Description | The month name (e.g., November) when the embargo period starts. |
| Type | Dimension |
| Universe | Circulation Scheduled Items |
| Appears in |
Schedule Pre-Embargo Year
| Description | The year when the embargo period starts. |
| Type | Dimension |
| Universe | Circulation Scheduled Items |
| Appears in |
Schedule Staff Full Name
| Description | The full name (given name and surname) of the staff member who scheduled the item. |
| Type | Dimension |
| Universe | Circulation Scheduled Items |
| Appears in |
Schedule To Date/Time
| Description | The date and time that the item must be returned at the end of the scheduled period. Displays as 'Due Date' in the Circulation application. |
| Type | Dimension |
| Universe | Circulation Scheduled Items |
| Appears in |
Schedule To Day
| Description | The enumerated day (1-31) of the month when the item must be returned at the end of the scheduled period. Displays as 'Due Date' in the Circulation application. |
| Type | Dimension |
| Universe | Circulation Scheduled Items |
| Appears in |
Schedule To Day Name
| Description | The day of the week (e.g., Wednesday) when the item must be returned at the end of the scheduled period. Displays as 'Due Date' in the Circulation application. |
| Type | Dimension |
| Universe | Circulation Scheduled Items |
| Appears in |
Schedule To Month
| Description | The enumerated month of the year (e.g., 11) when the item must be returned at the end of the scheduled period. Displays as 'Due Date' in the Circulation application. |
| Type | Dimension |
| Universe | Circulation Scheduled Items |
| Appears in |
Schedule To Month Name
| Description | The month name (e.g., November) when the item must be returned at the end of the scheduled period. Displays as 'Due Date' in the Circulation application. |
| Type | Dimension |
| Universe | Circulation Scheduled Items |
| Appears in |
Schedule To Year
| Description | The year when the item must be returned at the end of the scheduled period. Displays as 'Due Date' in the Circulation application. |
| Type | Dimension |
| Universe | Circulation Scheduled Items |
| Appears in |
Scheduled Item Fulfill Date/Time
| Description | The date and time when the item was checked in, fulfilling the schedule. |
| Type | Dimension |
| Universe | Circulation Scheduled Items |
| Appears in |
Scheduled Item Fulfill Day
| Description | The enumerated day (1-31) of the month when the item was checked in, fulfilling the schedule. |
| Type | Dimension |
| Universe | Circulation Scheduled Items |
| Appears in |
Scheduled Item Fulfill Day Name
| Description | The day of the week (e.g., Wednesday) when the item was checked in, fulfilling the schedule. |
| Type | Dimension |
| Universe | Circulation Scheduled Items |
| Appears in |
Scheduled Item Fulfill Month
| Description | The enumerated month of the year (e.g., 11) when the the item was checked in, fulfilling the schedule. |
| Type | Dimension |
| Universe | Circulation Scheduled Items |
| Appears in |
Scheduled Item Fulfill Month Name
| Description | The month name (e.g., November) when the the item was checked in, fulfilling the schedule. |
| Type | Dimension |
| Universe | Circulation Scheduled Items |
| Appears in |
Scheduled Item Fulfill Year
| Description | The year when the item was checked in, fulfilling the schedule. |
| Type | Dimension |
| Universe | Circulation Scheduled Items |
| Appears in |
Scheduled Item Pull Date/Time
| Description | The date and time when the scheduled item will appear on the Pull List if the item is in Available status. |
| Type | Dimension |
| Universe | Circulation Scheduled Items |
| Appears in |
Scheduled Item Pull Day
| Description | The enumerated day (1-31) of the month when the scheduled item will appear on the Pull List if the item is in Available status. |
| Type | Dimension |
| Universe | Circulation Scheduled Items |
| Appears in |
Scheduled Item Pull Day Name
| Description | The day of the week (e.g., Wednesday) when the scheduled item will appear on the Pull List if the item is in Available status. |
| Type | Dimension |
| Universe | Circulation Scheduled Items |
| Appears in |
Scheduled Item Pull Month
| Description | The enumerated month of the year (e.g., 11) when the scheduled item will appear on the Pull List if the item is in Available status. |
| Type | Dimension |
| Universe | Circulation Scheduled Items |
| Appears in |
Scheduled Item Pull Month Name
| Description | The month name (e.g., November) when the scheduled item will appear on the Pull List if the item is in Available status. |
| Type | Dimension |
| Universe | Circulation Scheduled Items |
| Appears in |
Scheduled Item Pull Year
| Description | The year when the scheduled item will appear on the Pull List if the item is in Available status. |
| Type | Dimension |
| Universe | Circulation Scheduled Items |
| Appears in |
Scheduled Item Recall Date/Time
| Description | The date and time when a scheduled item is recalled from the patron to whom it is currently checked out so that the schedule can be fulfilled. |
| Type | Dimension |
| Universe | Circulation Scheduled Items |
| Appears in |
Scheduled Item Recall Day
| Description | The enumerated day (1-31) of the month when a scheduled item is recalled from the patron to whom it is currently checked out so that the schedule can be fulfilled. |
| Type | Dimension |
| Universe | Circulation Scheduled Items |
| Appears in |
Scheduled Item Recall Day Name
| Description | The day of the week (e.g., Wednesday) when a scheduled item is recalled from the patron to whom it is currently checked out so that the schedule can be fulfilled. |
| Type | Dimension |
| Universe | Circulation Scheduled Items |
| Appears in |
Scheduled Item Recall Month
| Description | The enumerated month of the year (e.g., 11) when a scheduled item is recalled from the patron to whom it is currently checked out so that the schedule can be fulfilled. |
| Type | Dimension |
| Universe | Circulation Scheduled Items |
| Appears in |
Scheduled Item Recall Month Name
| Description | The month name (e.g., November) when a scheduled item is recalled from the patron to whom it is currently checked out so that the schedule can be fulfilled. |
| Type | Dimension |
| Universe | Circulation Scheduled Items |
| Appears in |
Scheduled Item Recall Year
| Description | The year when a scheduled item is recalled from the patron to whom it is currently checked out so that the schedule can be fulfilled. |
| Type | Dimension |
| Universe | Circulation Scheduled Items |
| Appears in |
Scheduled Item Status
| Description | The current circulation state of a scheduled item (e.g., Available, On Loan, etc.). |
| Type | Dimension |
| Universe | Circulation Scheduled Items |
| Appears in |
Scheduled Items Count
| Description | The total number of items scheduled. |
| Type | Measure |
| Universe | Circulation Scheduled Items |
| Appears in |
Scheduling Policy Name
| Description | The name of the policy that specifies the conditions under which a library item is scheduled for use by a patron. The scheduling policy specifies the embargo period, recall and pull dates, and notification policy for schedules created for a specific patron borrower category, material format, etc. |
| Type | Dimension |
| Universe | Circulation Scheduled Items |
| Appears in |
| I P S U Y U |
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 COUNTER 4 | Group Activity | Group Titles | Institution Title Holdings | Interlibrary 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 COUNTER 4 | Group Activity | Group Titles | Institution Title Holdings | Interlibrary 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 COUNTER 4 | Group Activity | Group Titles | Institution Title Holdings | Interlibrary Loan | LHR Item Detail | Overlap | Serials Received |
| Appears in |
| I P S U Y Y |
Year Item Recalled Date
| Description | The year the item was recalled. |
| Type | Dimension |
| Universe | Circulation Item Status | Circulation Scheduled Items |
| Appears in |