Note:
Data history start date: Snapshot (current data only)
Data refresh rate: Nightly
The All Checked Out Items Report provides a detailed list of items currently checked out. It provides details of item material format, item lending policy, and item status current status. You can use this report to identify items that require staff action (e.g. overdue reserves, overdue technology, etc.).
Note: Any title that is overdue, but not long overdue, will display an Item Long Overdue Date/Time of 9999-01-01.
This report's data is updated nightly. The data will be updated by 6 a.m. of your institution's data center time. Data will be "as of" the end of the previous day.
Data history start date: Snapshot (current data only)
Data refresh rate: Nightly
The Circulation Add-Delete Report displays items added or deleted in the last seven days.
This report's data is updated nightly. The data will be updated by 6 a.m. of your institution's data center time. Data will be "as of" the end of the previous day.
Prompts | Input Controls | Columns |
---|---|---|
There are no prompts defined on this report. To define a new prompt, switch the report to Design mode (only available with report authoring permission). | Item Holding Location | Item Holding Location |
Item Material Format | Item OCLC Number | |
Item Permanent Shelving Location | Item Barcode | |
Item Temporary Shelving Location | Item Title | |
Item Material Format | ||
Item Permanent Shelving Location | ||
Item Temporary Shelving Location | ||
Item Call Number | ||
LHR Item Cost | ||
Item Record Type | ||
Item Last Modified Date/Time | ||
LHR Date Entered on File | ||
Item Issued Count | ||
Order Item Create Date | ||
Invoice Item Number | ||
Fund Code |
Historial Trends tab data history start date: Data since institution started using WMS Circulation (no patron PII data prior to June 1, 2015)
Current State tab data history start date: Snapshot (current data only)
Data refresh rate: Nightly
This report provides an "at-a-glance" view of circulation activity at your institution using two sets of visualizations: Historical Trends (default) and Current State.
Historical Trends includes four components:
Note: Report Designers – Data for the Historical Trends tab is sourced from the Circulation Events universe.
Current State, which displays data as of the end of the previous day, includes four components:
Note: Report Designers – Data for the Current State tab is sourced from the Circulation Item Status and Circulation Hold Request universes.
Use the tabs at the bottom of the report to switch between views. Each tab can be exported separately.
This report's data is updated nightly. The data will be updated by 6 a.m. of your institution's data center time. Data will be "as of" the end of the previous day.
Prompts | Input Controls | Report attributes | |||
---|---|---|---|---|---|
Monthly Circulation Activity | Circulation at Top 5 Shelving Locations | Titles with Most Circulation Activity | Hold Pickup Activity by Borrower Category | ||
Event Date Start (required) | Event Date Start | Event Year Month | Item Permanent Shelving Location | Circulation Events | Event Borrower Category |
Event Date End (required) | Event Date End | Hold Item Consultations | Items Checked Out | Item OCLC Number | Holds Expired |
Event Branch Name | Items Checked Out | Items Renewed | Item Title | Holds Picked Up | |
Items Renewed | Items Soft Checked Out | ||||
Items Soft Checked Out |
Report attributes | |||
---|---|---|---|
Circulation Items By Current Status | Number of Items Currently On Loan | Titles with Most Current Holds | Number of Items Currently On Hold |
Count Items | Count Items | Hold Count | On Hold Count |
Item Status Current Status | Item OCLC Number | ||
Item Title |
Data history start date: Snapshot (current data only)
The Circulation Data Last Refreshed displays when circulation data was last refreshed. It provides information about the reports affected, how often the data is refreshed, and the date last refreshed. You can use this report to see when the circulation data was last updated.
Prompts | Input Controls | Columns |
---|---|---|
There are no prompts defined on this report. To define a new prompt, switch the report to Design mode (only available with report authoring permission). | Source Data | |
Last Data Refreshed Date | ||
Reports | ||
Data Frequency |
Data history start date: Data since institution started using WMS Circulation (no patron PII data prior to June 1, 2015)
Data refresh rate: Nightly
The Circulation Events Detail Report lists the circulation event details within a specified date range. By default, this report displays data for all circulation event types. The Circulation Event Type prompt can be used to limit the results to specific circulation event types. You can use this report to analyze circulation transactions by date, loan policy, call number, material format or borrower category.
Note: With Analytics infrastructure now in place in our global data centers, ongoing circulation event data after 01-Jun-2015 for non-U.S. institutions will contain patron barcode. However, circulation events prior to this date will not contain patron barcode, as that historical data had been previously cleansed of patron privacy data when stored in the Dublin data center. For U.S.-based institutions, this data was put in place for the Beta reports rollout and is available beginning with circulation events after 22-Jun-2014.
This report's data is updated nightly. The data will be updated by 6 a.m. of your institution's data center time. Data will be "as of" the end of the previous day.
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:
|
Data history start date: Data since institution started using WMS Circulation (no branch name prior to January 18, 2015)
Data refresh rate: Nightly
The Daily Payments Report displays details about daily payments by branch and payment method with a specified date range. It provides a list of payments received during the selected date range grouped by payment type. You can use this report to reconcile a circulation cash drawer.
This report's data is updated nightly. The data will be updated by 6 a.m. of your institution's data center time. Data will be "as of" the end of the previous day.
Note: This feature is offered on an opt-in basis.
With WorldShare Reports and Report Designer, you can disassociate patron data from circulation events n 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:
|
Data history start date: Data since institution started using WMS Circulation
Data refresh rate: Nightly
The Fiscal Detail Report lists detailed fiscal transactions within a specified date range. It provides details of bills assessed, paid, and waived. You can use this report to analyze financial transactions by type, staff name, bill reason, borrower category, or payment method.
This report's data is updated nightly. The data will be updated by 6 a.m. of your institution's data center time. Data will be "as of" the end of the previous day.
Data history start date: Data since institution started using WMS Circulation
Data refresh rate: Nightly
The Fiscal Summary Report displays a summary of monthly billing counts and fiscal amounts by branch within a specified date range. It provides the quantity and amount of bills created, waived, and paid. You can use this report to perform a quick count of bills created, waived and paid.
This report's data is updated nightly. The data will be updated by 6 a.m. of your institution's data center time. Data will be "as of" the end of the previous day.
Prompts | Input Controls | Columns |
---|---|---|
Fiscal Transaction Date Start (required) | Level of Detail | Fiscal Transaction Year |
Fiscal Transaction Date End (required) | Fiscal Transaction Month Name | |
Fiscal Currency | ||
Bills Created | ||
Bills Created Amount | ||
Bills Waived | ||
Bills Waived Amount | ||
Bills Paid | ||
Bills Paid Amount |
Data history start date: Snapshot (current data only)
Data refresh rate: Nightly
The Group All Checked Out Items Report provides a list of checked out items for a WMS Group where the patron's institution is different than the item's owning institution.
This report's data is updated nightly. The data will be updated by 6 a.m. of your institution's data center time. Data will be "as of" the end of the previous day.
Data history start date: Data since institutions started using WMS Circulation (no patron PII data prior to June 1, 2015)
Data refresh rate: Nightly
The Group Circulation Events Detail Report provides a list of circulation events for a WMS Group where the patron's institution is different than the item's owning institution.
This report's data is updated nightly. The data will be updated by 6 a.m. of your institution's data center time. Data will be "as of" the end of the previous day.
Data history start date: Snapshot (current data only)
Data refresh rate: Nightly
The Group Open Holds Request Report provides a list of open hold requests for a WMS Group.
This report's data is updated nightly. The data will be updated by 6 a.m. of your institution's data center time. Data will be "as of" the end of the previous day.
Data history start date: Snapshot (current data only)
Data refresh rate: Nightly
The Group Overdue Items Report provides a list of overdue items for a WMS Group where the patron's institution is different than the item's owning institution.
This report's data is updated nightly. The data will be updated by 6 a.m. of your institution's data center time. Data will be "as of" the end of the previous day.
Prompts | Input Controls | Columns |
---|---|---|
There are no prompts defined on this report. To define a new prompt, switch the report to Design mode (only available with report authoring permission). | Item Owning Institution | Item Owning Institution Name |
Patron Institution Name | Item Branch Name | |
Item Material Format | Patron Institution Name | |
Patron Borrower Category | Item Barcode | |
Item OCLC Number | ||
Item Title | ||
Item Call Number | ||
Item Material Format | ||
Item Permanent Shelving Location | ||
Item Temporary Shelving Location | ||
Item Status Current Status | ||
Patron Barcode | ||
Patron Given Name | ||
Patron Family Name | ||
Patron Borrower Category | ||
Patron Custom Category 1 | ||
Patron Custom Category 2 | ||
Patron Custom Category 3 | ||
Patron Custom Category 4 | ||
Loan Checked Out Date | ||
Loan Notification Count | ||
Item Days Overdue | ||
Item Long Overdue Date/Time |
Data history start date: Data since institution started using WMS Circulation
Data refresh rate: Nightly
The High Use Circulation Titles Summary Report lists titles identified as high use (based on circulation activity, such as checkouts, renewals and holds) within a specified date range. It provides details of an item’s title, material format, and branch name. You can use this report to determine your institution’s most popular items.
In order to appear in the report, a title must have an OCLC number and a count of at least 1 for one of the measures in the report (Items Checked Out, Items Renewed, Holds Fulfilled, or Items Soft Checked Out).
This report's data is updated nightly. The data will be updated by 6 a.m. of your institution's data center time. Data will be "as of" the end of the previous day.
Data history start date: Data since institution started using WMS Circulation
Data refresh rate: Nightly
This report provides a list of items currently on hold. You can use this report to identify holds that currently could be fulfilled (i.e., the item that could fulfill the open hold request is in Available or In Processing status). This report is based on a combined query across the Circulation Item Status and Hold Request universes.
This report's data is updated nightly. The data will be updated by 6 a.m. of your institution's data center time. Data will be "as of" the end of the previous day.
Prompts | Input Controls | Columns |
---|---|---|
There are no prompts defined on this report. To define a new prompt, switch the report to Design mode (only available with report authoring permission). | Item Holding Location | Item Holding Location |
Item Material Format | Item OCLC Number | |
Item Permanent Shelving Location | Item Barcode | |
Item Temporary Shelving Location | Item Title | |
Item Material Format | ||
Item Permanent Shelving Location | ||
Item Call Number |
Data history start date: Data since institution started using WMS Circulation
Data refresh rate: Nightly
This report provides a list of items that are currently on hold and are ready for pickup by a patron. You can use this report to identify fulfilled hold requests that are on the hold shelf ready for patrons to pick up.
This report's data is updated nightly. The data will be updated by 6 a.m. of your institution's data center time. Data will be "as of" the end of the previous day.
Prompts | Input Controls | Columns |
---|---|---|
There are no prompts defined on this report. To define a new prompt, switch the report to Design mode (only available with report authoring permission). | Item Holding Location | Item Holding Location |
Item Material Format | Item OCLC Number | |
Hold Pickup Branch Name | Item Barcode | |
Item Title | ||
Item Material Format | ||
Item Call Number | ||
Hold Pickup Branch Name | ||
Item Current Status | ||
Hold Expiration Date | ||
Hold Needed Before Date | ||
Patron Barcode | ||
Patron Given Name | ||
Patron Family Name | ||
Patron Email Address | ||
Patron Phone Number | ||
Patron Home Branch Name |
Data history start date: Data since institution started using WMS Circulation
Data refresh rate: Nightly
The Hourly Average Circulation Activity Daily Chart displays a chart of average circulation activity by hour within a specified date range for one selected branch for one selected day. This chart is interactive and after you select or deselect event types, the chart regenerates. You can use this chart to display busy and slow times at the circulation desk and predict staffing levels needed.
This report's data is updated nightly. The data will be updated by 6 a.m. of your institution's data center time. Data will be "as of" the end of the previous day.
Prompts | Input Controls | Columns |
---|---|---|
Circulation Event Date Start (required) | There are no input controls defined on this report. To define a new input control, switch the report to Design mode (only available with report authoring permission). | |
Circulation Event Date End (required) | ||
Circulation Event Day Name of Week (required) | ||
Circulation Event Branch Name (required) |
Data history start date: Data since institution started using WMS Circulation
Data refresh rate: Nightly
The Hourly Average Circulation Activity Summary Report lists circulation activity (checkouts, renewals and holds) by hour and day of the week within a specified date range. It provides the average amount of bills created, paid, and waived. You can use this report to determine busy and slow times at the circulation desk and predict staffing levels needed.
This report's data is updated nightly. The data will be updated by 6 a.m. of your institution's data center time. Data will be "as of" the end of the previous day.
Data history start date: Snapshot (current data only)
Data refresh rate: Nightly
The Item Status Statistics Chart displays a bar chart that shows the distribution of current statuses for items owned in the institution. It provides item status details, such as available, claimed returned, and in transit. You can use this report to determine the status of items in your institution by permanent shelving location, temporary shelving location, and material format.
This report's data is updated nightly. The data will be updated by 6 a.m. of your institution's data center time. Data will be "as of" the end of the previous day.
Prompts | Input Controls | Columns |
---|---|---|
There are no prompts defined on this report. To define a new prompt, switch the report to Design mode (only available with report authoring permission). | Item Permanent Shelving Location | Available |
Item Temporary Shelving Location | Claimed Never Had | |
Item Material Format | Claimed Returned | |
Dispatched | ||
In Container | ||
In Processing | ||
Lost | ||
Missing | ||
On Hold | ||
En préstamo | ||
Recalled | ||
Scheduled | ||
Transit | ||
Unavailable | ||
Withdrawn |
Data history start date: Snapshot (current data only)
Data refresh rate: Nightly
The Items in Transit Report displays details about items that are currently in transit by branch within a specified date range. It provides details of an item’s origin branch, destination branch, and current branch location. You can use this report to create packing lists for branch shipments.
This report's data is updated nightly. The data will be updated by 6 a.m. of your institution's data center time. Data will be "as of" the end of the previous day.
Data history start date: Snapshot (current data only)
Data refresh rate: Nightly
The Lost or Missing Items Report lists details about items that are currently lost or missing. It provides details of items declared claimed returned, claimed never had, and lost or missing within a specified date range. You can use this report for collection development and to replace absent items.
This report's data is updated nightly. The data will be updated by 6 a.m. of your institution's data center time. Data will be "as of" the end of the previous day.
Data history start date: Data since institution started using WMS Circulation
Data refresh rate: Nightly
The Monthly Circulation Statistics Report displays circulation statistics for items checked out, checked in, renewed, and soft checked out. You can view these events by event branch, patron category, permanent shelving location, temporary shelving location, or material format within a specified date range. It provides details at the month and year level. You can use this report to perform a quick count of items checked in, checked out, and renewed.
This report's data is updated nightly. The data will be updated by 6 a.m. of your institution's data center time. Data will be "as of" the end of the previous day.
The Monthly Circulation Statistics Report allows you to enter relative dates in the Prompts dialog window. A relative date is a period of time that is relative to the current date (e.g., last week, last month, etc.).
By default, the prompt values are set to:
You can select a new relative date by double-clicking a value in the list, or you can override the relative dates by entering a date in YYYY-MM-DD format.
Prompts | Input Controls | Columns |
---|---|---|
Begin Date (YYYY-MM-DD) Select a relative date or enter a date in YYYY-MM-DD format |
Report Select one of the following methods to limit report data:
|
Event Branch Name |
End Date (YYYY-MM-DD) Select a relative date or enter a date in YYYY-MM-DD format |
Level of Detail Select a level of detail for report data:
|
Event Year |
Circulation Event Branch Name | Event Month Name | |
Item Material Format | Items Checked Out | |
Circulation Event Borrower Category | Items Checked In | |
Item Permanent Shelving Location | Items Renewed | |
Item Temporary Shelving Location | Items Soft Checked Out | |
Totals |
Data history start date: Snapshot (current data only)
Data refresh rate: Nightly
This report displays the current detailed list of items with holds placed on them. It provides details of a hold’s request placed, expiration, and loan due date as well as patron information. You can use this report to identify open hold requests that are not yet filled.
This report's data is updated nightly. The data will be updated by 6 a.m. of your institution's data center time. Data will be "as of" the end of the previous day.
Data history start date: Snapshot (current data only)
Data refresh rate: Nightly
The Outstanding Fees and Bills Report displays the current detailed list of fees and bills that are outstanding. You can use this report to notify patrons who don’t have email about past due bills by postal mail or phone.
For the ID at Source and the Source System form fields that appear in this report, if a user has more than one value for the ID at Source, then those values (up to 10 values) will appear in the field and be separated by a pipe (|) character for easy parsing. If there is more than one value for Source System, then the values will be displayed in the same manner.
This report's data is updated nightly. The data will be updated by 6 a.m. of your institution's data center time. Data will be "as of" the end of the previous day.
Prompts | Input Controls | Columns |
---|---|---|
There are no prompts defined on this report. To define a new prompt, switch the report to Design mode (only available with report authoring permission). | Patron Borrower Category | Patron Given Name |
Fiscal Transaction Bill Reason | Patron Family Name | |
Fiscal Transaction Outstanding Amount is | Patron Home Branch Name | |
Value | Patron Street Address 1 | |
Patron Street Address 2 | ||
Patron City/Locality | ||
Patron State/Province | ||
Patron Postal Code | ||
Patron Email Address | ||
Patron Barcode | ||
Patron User ID At Source | ||
Patron Source System | ||
Patron Phone Number | ||
Patron Borrower Category | ||
Fiscal Bill Reason | ||
Item Barcode | ||
Item Title | ||
Fiscal Transaction Date/Time | ||
Fiscal Transaction Amount | ||
Fiscal Transaction Outstanding Amount | ||
Fiscal Currency |
Data history start date: Snapshot (current data only)
Data refresh rate: Nightly
The Overdue Items Aging Report displays a list of titles based on the number of days overdue. It provides details of days overdue and loan notification count. You can use this report to notify patrons who don’t have email about overdue items.
This report's data is updated nightly. The data will be updated by 6 a.m. of your institution's data center time. Data will be "as of" the end of the previous day.
Prompts | Input Controls | Columns |
---|---|---|
There are no prompts defined on this report. To define a new prompt, switch the report to Design mode (only available with report authoring permission). | Item Branch Name | Item Branch Name |
Patron Borrower Category | Item Barcode | |
Item Days Overdue is | Item OCLC Number | |
Value | Item Title | |
Item Call Number | ||
Item Enumeration and Chronology | ||
Item Material Format | ||
Item Permanent Shelving Location | ||
Item Temporary Shelving Location | ||
Patron Given Name | ||
Patron Family Name | ||
Patron Barcode | ||
Patron Borrower Category | ||
Patron Custom Category 1 | ||
Patron Custom Category 2 | ||
Patron Custom Category 3 | ||
Patron Custom Category 4 | ||
Loan Checked Out Date | ||
Item Due Date | ||
Loan Notification Count | ||
Item Days Overdue | ||
Item Long Overdue Date |
Data history start date: Snapshot (current data only)
Data refresh rate: Nightly
The Patron Counts Summary Report displays counts of patrons by branch, custom category (e.g. major, class year), patron type, and postal code (zip code). It provides information about the number of patrons in a borrower or custom category. You can use this report to verify a patron load or to analyze the distribution of registered borrowers by category.
This report's data is updated nightly. The data will be updated by 6 a.m. of your institution's data center time. Data will be "as of" the end of the previous day.
Data history start date: Snapshot (current data only)
Data refresh rate: Nightly
The Patron Information Detail Report lists detailed information that includes many of the data fields in the patron record. It provides detailed information from patron records. You can use this report for data cleanup (e.g. finding patrons with missing borrower category or home branch), projects, and troubleshooting.
This report's data is updated nightly. The data will be updated by 6 a.m. of your institution's data center time. Data will be "as of" the end of the previous day.
Data history start date: Snapshot (current data only)
Data refresh rate: Nightly
The Recalled Items Report displays a detailed list of recalled items by branch. It provides details of items recalled before the original due date. You can use this report to follow up on recalled items not yet returned.
This report's data is updated nightly. The data will be updated by 6 a.m. of your institution's data center time. Data will be "as of" the end of the previous day.
Prompts | Input Controls | Columns |
---|---|---|
There are no prompts defined on this report. To define a new prompt, switch the report to Design mode (only available with report authoring permission). | Item Branch Name | Item Branch Name |
Item Material Format | Item Barcode | |
Patron Borrower Category | Item OCLC Number | |
Patron Custom Category 1 | Item Title | |
Patron Custom Category 2 | Item Call Number | |
Patron Custom Category 3 | Item Material Format | |
Patron Custom Category 4 | Item Permanent Shelving Location | |
Item Due Date | ||
Item Recalled Date | ||
Item Recall Due Date | ||
Patron Given Name | ||
Patron Family Name | ||
Patron Borrower Category | ||
Patron Custom Category 1 | ||
Patron Custom Category 2 | ||
Patron Custom Category 3 | ||
Patron Custom Category 4 |