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Universes

Learn how to select a universe in Report Designer.

In WorldShare Report Designer, a universe maps to data in the database but presents data to you in non-technical terms. A universe contains objects, classes, and pre-defined query filters.

Select a universe

  1. In the left navigation, click Report Launch Pad.
  2. Select Web Intelligence from the Applications drop-down list in the upper right-hand toolbar.
  3. Click the New icon.
  4. Double-click Universe.
  5. Select a universe. See below for a list of available universes.
  6. Click OK.

Available universes

Acquisitions

Data refresh rate: Daily; after successful load, data will be "as of" the end of the previous calendar day.
Institution row limit: 50,000

The Acquisitions universe contains information from the activities in the WMS Acquisitions module. This includes data about purchase orders, receiving activity, and invoices. All of the standard Acquisitions reports, with the exception of the Serials Received Summary Report, are created from this universe.

Watch a video

Using the Acquisitions Universe (12:52)

Cataloging

Data refresh rate: 

  • Daily; after successful load, data will be "as of" the end of the previous calendar day.
  • Monthly on the first of the month; after successful load, data will be "as of" the end of the previous calendar month.

Institution row limit: 50,000

The Cataloging universe contains title holdings, item holdings, and volatility information for new and removed titles in your collection. Report objects from the Title Holding Information class cannot be combined with objects in the Item Holding or Volatility class and vice versa.

  • Title Holdings class – High-level monthly snapshot of counts of title holdings
  • Item Holdings class – High-level monthly snapshot of counts of item holdings
  • Volatility information – Daily titles (not items) added or removed from the institution's collection

Watch a video

Using the Cataloging Universe (5:22)

Circulation Events

Data refresh rate: Daily; after successful load, data will be "as of" the end of the previous calendar day.
Institution row limit: 50,000

The Circulation Events universe contains information from the event transactions in the WMS Circulation module. This includes data about the patron associated with the transaction and bibliographic item level information.

 Note: The information in this universe is historical in nature and should not be used for reports to try and find the current status of an item. 

Disassociate patron data from circulation events

 Note: This feature is offered on an opt-in basis.

With WorldShare Reports and Report Designer, you can disassociate patron data from circulation events in the Circulation Events universe, Circulation Events Detail Report, and Daily Payments Report. This action removes all Personally Identifiable Information (PII) associated with a patron (e.g., Patron Full Name, Patron Email Address, and Patron Phone Number) from the circulation event. The circulation event and non-PII data (e.g., Event Borrower Category and Event Branch Name) will remain in the system. Disassociating the PII data but maintaining the transaction allows you to continue to track activity trends and perform analysis based on historical circulation events.

Patron data is still maintained and stored in Analytics. For example, patron data associated with current item status (e.g., what patron currently has an item checked out) is still present. So, reports from the Circulation Item Status universe, such as the All Checked Out Items Report and the Overdue Items Aging Report, will still have full patron data associated with the item records. The Circulation Patron Information universe is also not impacted, so the Patron Information Detail Report will still list patrons and their full details. There is also no impact to the Circulation Fiscal Transactions, Circulation Hold Request, and Circulation Scheduled Items universes, as well as the FTP reports.

If you would like to request this feature, contact analyticsfeedback@oclc.org with the information listed below. Upon receipt of your email, the Analytics product team will schedule a meeting with you to provide specific details.

Hello,

I would like to disassociate patron data from circulation events in WorldShare Reports and Report Designer. 

Institution information:

  • Institution name:
  • Library symbol:

Watch a video

Using the Circulation Events Universe (7:03)

Circulation Fiscal Transactions

Data refresh rate: Daily; after successful load, data will be "as of" the end of the previous calendar day.
Institution row limit: 50,000

The Circulation Fiscal Transactions universe contains information about the source of any fiscal creation of bills, payment of bills, waiving, refunding, and cancelling bills.

Watch a video

Using the Circulation Fiscal Transactions Universe (3:38)

Circulation Hold Request

Data refresh rate: Daily; after successful load, data will be "as of" the end of the previous calendar day.
Institution row limit: 50,000

The Circulation Hold Request universe contains information about all current hold requests. This includes data about the title being requested, the requestor, and dates associated with the hold.

 Note: The information in this universe is a snapshot of current hold activity. It should not be used for analysis of historical holds activity.

Watch a video

Using the Circulation Hold Request Universe (4:19)

Circulation Item Status

Data refresh rate: Daily; after successful load, data will be "as of" the end of the previous calendar day.
Institution row limit: 50,000

The Circulation Item Status universe contains information about the current status of all barcoded items in WMS. This includes data about the item and patron data that might be associated with the item.

 Note: The information in this universe is a snapshot of current hold activity. It should not be used for analysis of historical item activity

Watch a video

Using the Circulation Item Status Universe (5:01)

Circulation Patron Information

Data refresh rate: Daily; after successful load, data will be "as of" the end of the previous calendar day.
Institution row limit: 50,000

The Circulation Patron Information universe contains information about all of your patrons whether or not they are associated with any activities in WMS.

Watch a video

Using the Circulation Patron Information Universe (2:49)

Circulation Scheduled Items

Data refresh rate: Daily; after successful load, data will be "as of" the end of the previous calendar day.
Insitution row limit: 50,000

The Circulation Scheduled Items universe contains information contains historical and current information about items that have been scheduled in WorldShare Circulation. This includes data about the item and patron data that might be associated with the schedule.

Data Refresh Activity

Data refresh rate: Snapshot (current data only)
Institution row limit: 50,000

The Data Refresh Activity universe contains the date and time that each universe was last updated. It also contains the refresh frequency of all available universes.

E-Resources

Data refresh rate: 

  • Daily; after successful load, data will be "as of" the end of the previous calendar day.
  • Monthly on the first of the month; after successful load, data will be "as of" the end of the previous calendar month.

Institution row limit: 50,000

The E-Resources universe contains e-resources COUNTER usage data loaded through WorldShare License Manager by your library or directly by a vendor.

 Note: In order for data to appear in this universe, you must first utilize COUNTER usage harvesting in WorldShare License Manager (i.e., via SUSHI).

Group Activity

Data refresh rate: Monthly on the first of the month; after successful load, data will be "as of" the end of the previous calendar month.
Group row limit: 500,000

The Group Activity universe contains data about the titles added and removed at the WMS group level. Users can view titles added or removed across data periods.

 Note: For more information regarding WorldShare Reports and Report Designer groups, please see About WMS Group reports.

Group Titles

Data refresh rate: Monthly on the first of the month; after successful load, data will be "as of" the end of the previous calendar month.
Group row limit: 500,000

The Group Titles universe contains information regarding the titles held by a WMS group. Users can compare title holdings at the group level across monthly snapshots of title holdings.

 Note: For more information regarding WorldShare Reports and Report Designer groups, please see About WMS Group reports.

Institution Title Holdings

Data refresh rate: Daily; after successful load, data will be "as of" the end of the previous calendar day.
Institution row limit: 500,000

The Institution Title Holdings universe contains current data about an institution's title holdings, as well as bibliographic data about the title. This universe can also be used to count current title holdings according to a custom report's selected parameters.

Interlibrary Loan

Data refresh rate: Monthly on the first of the month; after successful load, data will be "as of" the end of the previous calendar month.
Institution row limit: 50,000

The Interlibrary Loan universe contains details regarding loan requests, including events and statuses.

LHR Item Detail

Data refresh rate: Daily; after successful load, data will be "as of" the end of the previous calendar day.
Institution row limit: 500,000

The LHR Item Detail universe contains current details regarding the LHR items owned, created, or maintained by the institution.

Minimum fields for lowest grain results
Item ‘uniqueness’ is determined by a combination of LHR subfields. To ensure that all relevant item holdings are retrieved, it is suggested that the following six objects be included in each report:
  • LHR Control Number: From 001, the system-supplied control number assigned to a separate local holdings record.
  • LHR Item Barcode: From 876-878 $p or 852 $p, the unique, machine readable code used to identify the item when performing library functions such as check in, check out, etc.
  • LHR Basic Unit Enumeration and Chronology: From fields 853 and 863, the numeric, alphabetic, and/or date designation that either appears on an item or that is used to record the receipt of an item.
  • LHR Index Enumeration and Chronology: From fields 855 and 865, the numeric, alphabetic, and/or date designation for an index that appears on an item or that is used to record the receipt of an item.
  • LHR Supplement Enumeration and Chronology: From fields 854 and 864, the numeric, alphabetic, and/or date designation for a supplementary material that either appears on an item or that is used to record the receipt of an item.
  • LHR Item Textual Holdings: From 866-868 $a, a textual description of the holdings used instead of or in addition to the coded 853-855 and 863-865 fields when those fields cannot be used adequately to describe the holdings.

Example:

Before pulling in LHR Basic Unit Enumeration and Chronology, it looks like one item record:

    Report results without LHR Basic Unit Enumeration and Chronology

After pulling in LHR Basic Unit Enumeration and Chronology, it is actually three records:

    Report results with LHR Basic Unit Enumeration and Chronology

Overlap

Data refresh rate: Monthly on the first of the month; after successful load, data will be "as of" the end of the previous calendar month.
Institution row limit: 500,000

The Overlap universe contains information about WorldShare Knowledge Base collections and titles within those collections, including global, local, private, and shared collections. This universe allows libraries to compare WorldShare Knowledge Base collections in order to see which titles in the collections overlap.

Watch a video

Using the Overlap Universe

Serials Received

Data refresh rate: Daily; after successful load, data will be "as of" the end of the previous calendar day.
Institution row limit: 50,000

The Serials Received universe contains data about serials received through WMS Acquisitions. This universe contains information about the received item as well as the received action, including issue counts and received dates and times.

 Learn more in a training course:  Create multiple universe reports in WorldShare Report Designer