All available report fields

 Note: Click the name of a report field to view more information about that report field.

Acquisitions Type

How an item is being acquired. Possible values include: Subscription or One-Time. Subscription indicates an ongoing commitment to purchase goods or services. One-Time indicates the purchase request is likely completed in a single transaction.

Author Name

Individual or corporate entity responsible for the production of a work.

Average Expenditure (Per Copy)

=[Expended Amount]/[Copies Expended]

Bills Cancelled

The number of bills cancelled.

 Note: This circulation activity is derived from WMS transactions only. It does not include circulation activity from a previous ILS.

Bills Cancelled Amount

The monetary amount of the cancelled bills.

Bills Created

The number of bills created.

 Note: This circulation activity is derived from WMS transactions only. It does not include circulation activity from a previous ILS.

Bills Created Amount

The monetary amount of the created bills.

Bills Paid

The number of bills paid.

 Note: This circulation activity is derived from WMS transactions only. It does not include circulation activity from a previous ILS.

Bills Paid Amount

The monetary amount of the paid bills.

Bills Refunded

The number of bills refunded.

Bills Refunded Amount

The monetary amount of the refunded bills.

Bills Waived

The number of bills waived.

 Note: This circulation activity is derived from WMS transactions only. It does not include circulation activity from a previous ILS.

Bills Waived Amount

The monetary amount of the waived bills.

Binding Status

Status which determines where in the binding process a specific serial issue is (e.g., Not Bound, Pending, Sent to Bindery, Bound)

Branch Name

A specific location within an institution. An institution may have one or more branches.

Budget Period

Amount of time allotted to a given budget. Calculated by finding the amount of time between the budget start date and budget end date.

Budget Transaction Date

Date a transaction was made against a budget.

Budget Transaction Type Code

The underlying, untranslated code value representing the category of the transaction and how it affects the budget, e.g., EXPENDED, ENCUMBERED.

Budgeted Amount

Monetary amount an institution allocates to a fund for spending over the course of the budget period. Also called "Fund Allocation" or "Allocated Amount."

Calendar Date

Full calendar date.

Call Number

Local call number set by the institution that defines the location of an item on the shelf in the library according to a particular shelving scheme.

Call Number Main Class

Part of a call number that defines the subject or topic of an item according to the shelving scheme.

Call Number Subclass

Part of call number that defines the secondary subject or topic of an item according to the shelving scheme.

Cancellations Per Copies Ordered

=If [Copies Cancelled]=0 Then 0 Else If [Copies Ordered]=0 Then 0 Else [Copies Cancelled]/[Copies Ordered]

Claim Count Number

The number of claims for a specific item.

Copies Cancelled

Number of copies cancelled for an acquisition order item.

Copies Encumbered

Number of copies encumbered for a specific budget transaction.

Copies Expended

Number of copies expended for a specific budget transaction.

Copies Ordered

Number of copies ordered by the library for an individual item.

Copies Received

Number of copies received for an acquisition order item.

Copy Receipt Status Code

The status of a copy based on whether it has been received or not. Examples include: NOT_RECEIVED, PARTIALLY_RECEIVED, RECEIVED.

Copy Received Date

The name of the staff member who received the copy at the institution.

Copy Received Staff Full Name

The name of the staff member who received the copy at the institution.

Count Items

Number of copies expended for a specific budget transaction.

The number of items.

Discount Amount

Monetary amount deducted from the retail price for a specific item.

Edition

A specific version of a work (e.g., the seventeenth edition of Webster's Dictionary).

Encumbered Amount

Monetary amount held or reserved on a fund. Typically used when an item has been ordered but not yet invoiced or paid.

Encumbered Copies Received

Number of copies received for an acquisition order item still in an encumbered state.

Event Bill Reason

The reason that a bill was assessed for an event. Examples include: Overdue, Lost Item, Processing.

Event Borrower Category

The borrower category of the patron associated with an event.

Event Branch Name

The branch name associated with an event.

Event Count

The total number of events.

 Note: This circulation activity is derived from WMS transactions only. It does not include circulation activity from a previous ILS.

Event Currency

The fiscal currency of an event.

Event Date

The date of an event.

Event Date/Time

The date/time of an event.

Event Day Name of Week

The day of the week (e.g., Wednesday) for an event.

Event Due Date/Time

The date and time of the due date for an item in an event.

Event Fiscal Amount Paid

The monetary amount paid for a given bill.

 Note: This circulation activity is derived from WMS transactions only. It does not include circulation activity from a previous ILS.

Event Hour of Day 24

The hour of the day on a 24 hour clock for an event.

Event Loan Policy

The name of the policy that specifies the conditions under which a library item is checked out to a patron in an event. 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.

Event Month Name

The month name (e.g., November) for an event.

Event Patron Membership Expiration Date

The expiration date of the patron's membership period at the time of the event.

Event Patron Membership Policy Name

The name of the library's membership policy that applies to the patron's membership at the time of the event.

Event Patron Membership Start Date

The date when a patron's membership fee was fully paid or waived, and the membership period began at the time of the event.

Event Patron Membership Status

The patron's membership status at the time of the event, e.g., Active, Pending, etc.

Event Payment Method

The form of payment used to pay a bill transaction for an event. Payment methods are defined by the library and usually include categories such as cash, check and credit.

Event Pickup Branch Location

The service location at a library branch where an item is sent to fulfill a hold request.

Event Pickup Branch Name

The branch where an item is sent to fulfill a hold request.

Event Staff Full Name

The full name (given name and surname) of the staff member who performed an event.

Event System Index Number

A system-generated value representing a unique circulation event transaction within the reporting system, for purposes of returning distinct records. This index value may change over time and should not be used as a filter for locating specific records.

Event Transaction Source

The service or agent that originated the event.

Event Type

The kind of event that has occurred. Examples include checkout, place order, waive bill, etc.

Event Year

The calendar year in which the event occurred.

Expended Amount

The monetary amount an institution has spent on acquired items.

Fiscal Action Type

The kind of fiscal transaction. Examples include: ASSESS, CANCEL, PAY, PEND, REFUND, WAIVE.

• ASSESS - Represents that a bill was created. Links to one or more of the other action types.
• CANCEL - One or more bills was fully cancelled. Links back to one or more ASSESS transactions.
• PAY - One or more bills was partially or fully paid. Links back to one or more ASSESS or PEND transactions.
• PEND - One or more bills are waiting for online payment to process. Links back to one or more ASSESS or PAY transactions.
• REFUND - One or more bills was partially or fully refunded. Links back to one or more ASSESS or PAY transactions.
• WAIVE - One or more bills was partially or fully waived. Links back to one or more ASSESS transactions. 

Fiscal Bill Note

Note associated with a fiscal transaction that provides additional information for other library staff (e.g., the reason that the bill was waived, canceled, or refunded, the interlibrary loan request associated with the bill, etc.).

Fiscal Bill Reason

The reason for the fiscal transaction. Examples include: Overdue, Lost Item, Processing.

Fiscal Currency

The three-character code (e.g., CAD, EUR, USD) that designates the monetary unit in which the fiscal transaction is recorded. The currency code is based on the ISO-4217 standard.

Fiscal Payment Method

The form of payment used to pay a fiscal transaction. Payment methods are defined by the library and usually include categories such as cash, check and credit.

Fiscal Transaction Amount

The monetary amount of a fiscal transaction, inclusive of taxes and other related charges.

Fiscal Transaction Date

The date of a fiscal transaction.

Fiscal Transaction Outstanding Amount

The remaining monetary amount of a bill, inclusive of taxes and other related charges, after any payment has been applied.

Fiscal Transaction Staff Full Name

The full name (given name and surname) of the staff member that performed a fiscal transaction.

Fund Balance

=[Budgeted Amount]-[Fund Encumbered Amount]-[Fund Expended Amount]

Fund Code

Identifier provided by the institution for a specific fund on a budget. Each fund code must be unique per budget.

Fund Encumbered Amount

The summary monetary amount held or reserved on a fund. Typically used when an item has been ordered but not yet invoiced or paid.

Fund Expended Amount

The summary monetary amount an institution has spent on acquired items for a fund.

Fund Name

Name provided for a fund. Used to provide an internal way to reference the fund by the institution.

Fund Name Level 1

Fund name of the top level fund in the fund hierarchy.

Fund Name Level 2

Fund name of the second level fund in the fund hierarchy.

Fund Name Level 3

Fund name of the third level fund in the fund hierarchy.

Fund Name Level 4

Fund name of the fourth level fund in the fund hierarchy.

Fund Name Level 5

Fund name of the fifth level fund in the fund hierarchy.

Hold Item Consultations

The number of times that a staff user issued a requested item to a patron for in-house use.

 Note: This circulation activity is derived from WMS transactions only. It does not include circulation activity from a previous ILS.

Hold Item Consultations (Avg)

=Round (([Holds Item Consultations]/[Day Count]);2)

Holds Fulfilled

The number of holds fulfilled.

 Note: This circulation activity is derived from WMS transactions only. It does not include circulation activity from a previous ILS.

Holds Fulfilled (Avg)

=Round (([Holds Fulfilled]/[Day Count]);2)

Invoice Date

The date a vendor issued an invoice to the institution.

Invoice Item Count

The number of invoice items within a given invoice.

Invoice Item Expenditure Type

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

Invoice Item Invoiced Percentage

Percentage of the original order item that is being invoiced on an invoice item. For instance, if the vendor were invoicing the institution in quarterly installments, the invoice percentage would be 25% for each installment.

Invoice Item Number

Identifier for an invoice item automatically generated by the system and unique for that institution across all vendors.

Invoice Item Product Type

Category representing the type of product being invoiced (i.e., Bibliographic or Non-Bibliographic).

Invoice Item Quantity

Integer representing the number of units or copies of an invoice item.

Invoice Item Service Charges (Per Unit)

Monetary amount indicating the service charges to be paid to a vendor for a single unit of an Item on an invoice. Entered by the user or calculated by dividing the invoice item services charge amount (item level) by the invoice item quantity.

Invoice Item Shipping Amount (Per Unit)

Monetary amount indicating the shipping to be paid to a vendor for a single unit of an item on an invoice.

Invoice Item Tax 1 Amount (Per Unit)

Monetary amount charged for the primary tax on a single unit of an invoice item.

Invoice Item Tax 2 Amount (Per Unit)

Monetary amount charged for the secondary tax on a single unit of an invoice item.

Invoice Item Unit Price

Monetary amount representing the base price of a single unit of an invoice line-item before any discounts, service charges, shipping costs or taxes are applied.

Invoice Last Paid System Date

The date and time a vendor invoice was last marked by the system as paid.

Invoice Number

Identifier provided by a vendor for an invoice. Number must be unique for a specific vendor, institution, and invoice date.

ISBN

An International Standard Book Number (ISBN) is a unique numeric commercial book identifier. The old format is 10 digits; the new format is 13 digits.

ISSN

An International Standard Serial Number (ISSN) is a unique eight-digit number used to identify a periodical publication at a specific media type.

Issues Received

Number of issues received for an acquisition order item.

Item Barcode

The unique, machine readable code used to identify the item when performing library functions such as check in, check out, etc.

Item Branch Name

A specific location within an institution. An institution may have one or more branches.

Item Call Number

Value that defines the location of an item on the shelf in the library according to a particular shelving scheme.

Item Call Number (Normalized)

A normalized call number suitable for sorting. Derived from a valid Item LHR Item Call Number when shelving scheme is set to Dewey or Library of Congress.

 Note: Data will appear as "N/A" when the circulation item does not have an associated LHR item (e.g., a temporary item (Item Type = TEMPORARY or CIRC_MANAGED) or a withdrawn item.

Item Call Number Main Class

Derived from 852 $h, the primary subject or topic of an item according to the shelving scheme, e.g., P for Library of Congress Classification or 200 for Dewey Decimal Classification.

 Note: Data will appear as "N/A" when the circulation item does not have an associated LHR item (e.g., a temporary item (Item Type = TEMPORARY or CIRC_MANAGED) or a withdrawn item.

Item Days Overdue

The number of days that an item has been checked out to a patron beyond its due date.

Item Due Date

The date the item is due.

Item Call Number Subclass

Derived from 852 $h, the secondary subject or topic of an item according to the shelving scheme, e.g., PS from Library of Congress Classification or 020 from Dewey Decimal Classification.

 Note: Data will appear as "N/A" when the circulation item does not have an associated LHR item (e.g., a temporary item (Item Type = TEMPORARY or CIRC_MANAGED) or a withdrawn item.

Item Days in Transit

The number of days that have passed since an item was sent to but has not yet arrived at a different location.

Item Declared Absent Date

The date the item was declared absent.

Item Deleted Date

The date that the item was withdrawn from the circulation system. Items are considered 'Withdrawn' if the deleted date is in the past and the item record has not yet been deleted per the Deleted Items retention policy.

Item Due Date

The date the item is due.

Item Edition

A specific version of a work (e.g., the seventeenth edition of Webster's Dictionary).

Item Enumeration and Chronology

The numeric, alphabetic, and/or date designation that either appears on an item or that is used to record the receipt of an item.

Item Holding Location

The four-character code that designates the holding location for an item.

Item Issued Count

The number of times an item has been checked out or renewed. May also include statistics from a previous ILS.

Item Last Modified Date/Time

The date and time that the circulation item was last modified.

Item Last Seen Branch Name

The library branch where an item was last seen by library staff.

Item Last Seen Branch Location

The service location at a library branch where an item was last seen by library staff.

Item Last Seen Date

The date when an item was last seen by library staff.

Item Lending Policy

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.

Item Long Overdue Date/Time

The actual date and time that an item went to a long overdue state, per library policy.

 Note: Any title that is overdue, but not long overdue, will display an Item Long Overdue Date/Time of 9999-01-01.

Item Material Format

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.

Item OCLC Number

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.

Item Overdue Indicator

Value ('Y' or 'N') indicating if the on loan item is past due.

Item Permanent Shelving Location

The permanent location within a branch where an item is shelved.

Item Recall Due Date

The date the item is due based on a recall.

Item Recalled Date

The date the item was recalled.

Item Record Type

The type of item described in the holdings statement, e.g., SINGLE_PART, MULTI_PART, SERIAL, etc. Derived from the coded value in position 6 of the LHR leader.

Item Renewal Count

The number of times the item has been renewed by the current patron.

 Note: This circulation activity is derived from WMS transactions only. It does not include circulation activity from a previous ILS.

Item Status Current Status

The circulation state of an item, one of: Available, Unavailable, On Order, On Loan, On Hold, Transit, Dispatched, Lost, Missing, Claimed Returned, Claimed Missing, Withdrawn.

Item Status Loan Policy Name

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.

Item Status Origin Branch

The library branch from which an item is being sent to fulfill a hold request.

Item Status Transfer Routing Reason

The reason an item is being moved to another location (e.g., hold, repair, reshelve).

Item Temporary Shelving Location

The temporary location within a branch where an item is shelved.

Item Title

The descriptive name used to identify an intellectual work such as a book, film or other composition.

Item Transfer Routed Date

The date the item was moved to a different location.

Items Checked In (Avg)

=Round(([Items Checked In]/[Day Count]);2)

Items Checked Out

The number of items checked out.

 Note: This circulation activity is derived from WMS transactions only. It does not include circulation activity from a previous ILS.

Items Checked Out (Avg)

=Round(([Items Checked Out]/[Day Count]);2)

Items Renewed

The number of items renewed.

 Note: This circulation activity is derived from WMS transactions only. It does not include circulation activity from a previous ILS.

Items Soft Checked Out

The number of items marked as used within the library (i.e., non-loan returns).

 Note: This circulation activity is derived from WMS transactions only. It does not include circulation activity from a previous ILS.

Items Soft Checked Out (Avg)

=Round(([Items Soft Checked Out]/[Day Count]);2)

KB Collection Identifier

A specific value used to identify an e-resource collection from the Knowledge Base. SAMPLE VALUE: customer.74264.Compendex

KB Title Identifier

A specific value used to identify an e-resource title from the Knowledge Base. SAMPLE VALUE: ebrary.ebooks39 9103241

 

Language Name

The primary language in which a work is published.

Last Claim Date

Date institution last inquired with a vendor about the status of an item that has not been received.

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 Control Number

From 001, the system-supplied control number assigned to a separate local holdings record.

LHR Index Enumeration and Chronology

From fields 855 and 865, the numeric, alphabetic, and/or date designation for an index that either appears on an item or that is used to record the receipt of an item.

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 Item Call Number

From 852 $k, $h, $i, and $m, value that defines the location of an item on the shelf in the library according to a particular shelving scheme.

LHR Item Permanent Shelving Location

From 852 $c, the permanent location within a branch where an item is shelved, e.g., Main Reference.

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.

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 System Index Number

A system generated index value representing a unique LHR item record, for purposes of returning distinct reporting records. This index value may change daily and should not be used as a filter for locating specific records.

Loan Checked Out Date

The date the item was checked out to a patron.

Loan Notification Count

The number of overdue notices sent concerning the item that is currently on loan to the patron. This number is reset once the item is checked out to a different patron.

Local Item Call Number

From LHR 852 $k, $h, $i, and $m, value that defines the location of an item on the shelf in the library according to a particular shelving scheme.

Local Item Call Number (Localized)

A normalized call number suitable for sorting. Derived from a valid Local Item Call Number when shelving scheme is set to Dewey or Library of Congress.
 

 Note: In the Collection Title Volatility dataset, this field will start to be populated on 16 February 2022. Historical data will not be backfilled.

Local Item Permanent Shelving Location

From LHR 852 $c, the permanent location within a branch where an item is shelved, e.g., Main Reference.

Material Format

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.

Material Subformat

Sub-category of an item’s material format that defines the physical or digital nature of the item (e.g., DVD, cassette, eMusic, etc.).

New Titles

The number of new titles added to a collection for a given time frame.

OCLC Number

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. OCLC encourages the use of the OCLC Control Number in any appropriate library application, where it can be treated as if it is in the public domain.

Open Encumbrance Indicator

Value ('Y' or 'N') indicating if the budget transaction is an open encumbrance.

Order Date

Date the order was placed.

Order Item Number

Identifier for an order item automatically generated by the system and unique for that institution across all vendors.

Order Item Unit Price

Price for a single copy of an order item (i.e., quantity = 1) as a monetary amount.

Order Name

Name or description provided by the user for an order. Used to provide an internal way to reference the order by the institution.

Order Number

Identifier for an order automatically generated by the system and unique for that Institution across all vendors.

Order Placed Date

The date and time the order was placed.

Order Type

An order belongs to one of the following types: Approval Plan, Purchase Order, Gift/Donation List, DDA Plan, Blanket Order, Standing Order, or Legal Deposit List. The type determines a number of factors in how the order is handled, including whether the order needs to be placed before items can be received or invoiced.

Part of Monographic Series Indicator

A flag ('Y' or 'N') to indicate if the copy for a given order item is part of a monographic series order item.

Patron Address Type

The category of the patron’s primary mailing address (e.g., Home, Work, Other).

Patron Barcode

The unique, machine-readable code representing the patron. Used to identify the patron when performing library functions such as check-in, check-out, etc.

Patron Blocked Flag

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.

Patron Borrower Category

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.

Patron City/Locality

The city of the patron's primary mailing address.

Patron Count

The number of patrons.

Patron Country

The country of the patron's primary mailing address.

Patron Created Date

Date/time the identity record was created in the system. Refer to Patron Registration Date for when the patron record was registered for use.

Patron Custom Category 1

A library-defined field used to store additional information about a patron.

Patron Custom Category 2

A library-defined field used to store additional information about a patron.

Patron Custom Category 3

A library-defined field used to store additional information about a patron.

Patron Custom Category 4

A library-defined field used to store additional information about a patron.

Patron Date of Birth

The date of birth for a patron.

Patron Email Address

The primary email address for the patron. An email address flagged as primary will be used to send notices to the patron.

Patron Email Address Type

The category of the patron’s primary email address (e.g., Home, Work, Other).

Patron Expiration Date

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.

Patron Expired Flag

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.

Patron Family Name

The patron’s surname or last name. The family name is the part of a patron’s name handed down from generation to generation.

Patron Gender

The biological sex (male or female) of a given patron.

Patron Given Name

The patron's first name or forename that distinguishes a member of the same family.

Patron Home Branch Name

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.

Patron ILL Approved Flag

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.

Patron ILL Blocked Flag

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.

Patron ILL Identifier

The unique identifier assigned to the patron who can request ILL services.

Patron ILL Patron Type

The borrower category (e.g., Undergraduate) of the patron, supplied by the institution.

Patron ILL Pickup Location

The default library branch or location at which the patron can pick up their ILL request.

Patron Last Activity Date

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.

Patron Last Modified Date

The most recent date that the patron's record was modified.

Patron Last Modified User

User who last updated the patron record.

Patron Membership Expiration Date

The expiration date of the patron's most recent membership period.

Patron Membership Policy Name

The name of the library's membership policy that applies to the patron's most recent membership.

Patron Membership Start Date

The date when a patron's most recent membership fee was fully paid or waived, and the membership period began.

Patron Membership Status

The patron's most recent membership status, e.g., Active, Pending, etc.

Patron Phone Number

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.

Patron Phone Type

The category of the patron’s primary telephone type (e.g., Home, Work, Mobile).

Patron Postal Code

The postal code (e.g., zip code) of the patron’s primary mailing address.

Patron Public Notes

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.

Patron Registration Date

The date/time on which the patron record was created.

Patron Source System

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.

Patron Staff Notes

Additional information about a patron that is visible only to library staff.

 Note: This field has a 4,000 character limit.

Patron State/Province

The state or province of the patron's primary mailing address.

Patron Street Address 1

The first street address line of the patron's primary mailing address.

Patron Street Address 2

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

Patron Suspended Until Date

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.

Patron User ID At Source

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).

Patron Verified Flag

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.

Preferred External Identifier

Identifier used by the institution to uniquely identify an item to a vendor. Used for ordering, especially via electronic data interchange (EDI) methods.

Preferred External Identifier Type

Type of identifier to uniquely identify an item to a vendor (e.g., ISBN, ISSN).

Processing Type

Category representing how an order item should be processed when it arrives. Possible values include: Monograph, Monographic Series, Serial, Local, and Electronic Product.

Processing Type Code

The underlying, untranslated code value representing how an order item should be processed when it arrives, e.g., SERIAL, E_PRODUCT, SINGLE_VOLUME_WORK.

Publication Date

Date resource was published.

Publication Frequency

Term that describes how often a title is published (e.g., monthly, quarterly).

Publisher Name

A person or company that prepares and issues books, journals, music, or other works.

Remaining Fund %

=If([Budgeted Amount]=0 Or [Fund Balance] =0) Then 0 Else [Remaining Fund %]

Remaining Fund Balance

=[Budgeted Amount]-[Fund Encumbered Amount]-[Fund Expended Amount]

Remaining Total Fund Balance

=[Total Fund Amount Budgeted]-[Total Fund Amount Encumbered]-[Total Fund Amount Expended]

Removed Titles

The number of titles that an institution no longer has their OCLC symbol attached to, for a given time frame.

Requestor Name

Patron that has requested an order item. If null, then no patron has requested this order item.

Serials Receiving Status Code

The underlying, untranslated code value representing the receiving disposition of the serial, e.g., Received, Claimed.

Serials Received Date

The date a serial was received by the institution.

Settled Item Barcode

The unique, machine readable code used to identify the item when performing library functions such as check in, check out, etc.

Settled Item Title

The descriptive name used to identify an intellectual work such as a book, film or other composition.

Shelving Location

The location within a branch where an item is shelved.

Shipping Type

Type or method of shipping chosen by the Institution for the items on an order (e.g. standard, next day, air mail, etc.).

Source Application

Process name for the application that performed some action (e.g. RECORD MANAGER, WMS, OCLC PROCESSING, etc.)

System Invoice Number

Identifier generated by the system and used by the WorldShare Platform to uniquely identify an invoice (e.g. INV-2014-1).

Time to Fulfillment

Number of days from the date the item was ordered to the date the item was received.

Title

The descriptive name used to identify an intellectual work such as a book, film or other composition. Unique by OCLC number.

Title Holding Added Date

The date and time a title was added to an institution's collection.

Title Holding Removed Date

The date and time a title was removed from an institution's collection.

Total Amount Expended Including Child Funds

=If ( ([Fund Name Level 2]="") ) Then ( [Expended Amount]) ForAll ([Fund Name Level 2];[Fund Name Level 3];[Fund Name Level 4];[Fund Name Level 5]) ElseIf ( [Fund Name Level 3]="") Then [Expended Amount] ForAll ([Fund Name Level 3];[Fund Name Level 4];[Fund Name Level 5]) ElseIf ( [Fund Name Level 4]="") Then [Expended Amount] ForAll ([Fund Name Level 4];[Fund Name Level 5]) ElseIf ( [Fund Name Level 5]="") Then [Expended Amount] ForAll ([Fund Name Level 5]) Else [Expended Amount]

Total Copies Expended Including Child Funds

=If ( ([Fund Name Level 2]="") ) Then ( [Copies Expended]) ForAll ([Fund Name Level 2];[Fund Name Level 3];[Fund Name Level 4];[Fund Name Level 5]) ElseIf ( [Fund Name Level 3]="") Then [Copies Expended] ForAll ([Fund Name Level 3;[Fund Name Level 4];[Fund Name Level 5]) ElseIf ( [Fund Name Level 4]="") Then [Copies Expended] ForAll ([Fund Name Level 4];[Fund Name Level 5]) ElseIf ( [Fund Name Level 5]="") Then [Copies Expended] ForAll ([Fund Name Level 5]) Else [Copies Expended]

Total Fund Amount Budgeted

Sum of amount budgeted for a fund and all its child funds.

Total Fund Amount Encumbered

Sum of amount encumbered for a fund and all its child funds.

Total Fund Amount Expended

Sum of amount expended for a fund and all its child funds.

Vendor Name

The commercial entity from which the library orders and receives materials.