The following provides an overview of all of the reports that are available to WorldShare users, including:
You can access WorldShare (WS) reports in two areas in the WorldShare interface:
If you have WorldShare Report Designer, you can access WS reports in two areas:
If you have Tipasa, you can access Interlibrary Loan Reports in two areas:
Name | Description | Frequency |
---|---|---|
Acquisitions Dashboard | Provides an “at-a-glance” view of acquisition activity at your institution through the following graphs: Top 10 Expenditures By Fund, Top 10 Expenditures By Vendor, Top 10 Expenditures By Material Format, and Top 10 Expenditures By Classification. | Nightly |
Acquisitions Data Last Refreshed Date | Displays when acquisitions data was last refreshed. | N/A |
Fund Balance Report | Displays a summary of fund balance activity for a specified budget period. | Nightly |
Open Encumbrances Report | Displays a list of items ordered but not fully paid within a specified period of time. | Nightly |
Paid Invoice Item Detail Report | Lists detailed information about a paid invoice. | Nightly |
Paid Invoice Summary Report | Displays a summary of paid invoices within a specified period of time. | Nightly |
Payment Activity by Classification Report | Displays a summary of payment activity by classification within a specified budget period. | Nightly |
Payment Activity by Fund Report | Displays a summary of payment activity by fund within a specified budget period. | Nightly |
Payment Activity by Location Report | Displays a summary of payment activity by branch and shelving location within a specified period of time. | Nightly |
Payment Activity by Material Format Report | Displays a summary of payment activity by material format within a specified period of time. | Nightly |
Payment Activity by Processing Type Report | Displays a summary of payment activity by processing type within a specified budget period of time. | Nightly |
Payment Activity by Requestor Report | Displays a summary of payment activity by requestor within a specified period of time. | Nightly |
Payment Activity by Vendor Report | Displays a summary of payment activity by vendor and material format within a specified period of time. | Nightly |
Receiving Activity by Location | Displays a summary of receiving activity by branch and shelving location within a specified period of time. | Nightly |
Serials Received Summary Report | Displays a summary of serials received by publication frequency within a specified period of time. | Nightly |
Title Copy Detail Report | Lists detailed information about payment activity. | Nightly |
Vendor Performance | Displays a summary of vendors and the average number of days to fulfill items within a specified period of time. | Nightly |
Name | Description | Frequency |
---|---|---|
Branch Item Holdings by Material Format | Displays item holdings quantity by branch and material format. | Monthly |
Branch Item Holdings by Shelving Location | Displays item holdings quantity by branch and shelving location. | Monthly |
Cataloging Data Last Refreshed Date | Displays when cataloging data was last refreshed. | N/A |
Count of New and Removed Group Titles | Displays the combined count of new and removed titles as well as the net change in title holdings activity for the group by Month, Year. | Nightly |
Group Cataloging Data Last Refreshed | Displays when group data was last refreshed. | N/A |
LHR Duplicate Barcodes | Displays where a single barcode value has been used in multiple LHR items to help assist your library in cleaning up LHR and circulation data. | Nightly |
New Titles List | Displays new titles acquired in a specified time period. | Monthly |
Removed Titles List | Displays the list of “removed” titles for an institution in a specified time period. | Monthly |
Title Counts for Group Catalog Report | Displays the combined count of titles held by the group by Month, Year, and by Material Format. | Monthly |
Title Holdings by Material Format | Displays the count of titles that an institution holds in its collection by material format. | Monthly |
Title Holdings by Material Format and Publish Date |
Displays a heatmap providing the count of titles that an institution holds in its collection by material format and publication decade. |
Monthly |
Title Holdings by OCLC Subject Conspectus |
Displays the count of titles that an institution holds in its collection based on the OCLC Subject Conspectus |
Monthly |
Title Holdings Count by Institution | Displays the count of titles held by individual members of the group by Month, Year. | Monthly |
Titles Held by a Single Institution | Displays the list of titles uniquely held by a specified member institution of the group. | Nightly |
Name | Description | Frequency |
---|---|---|
All Checked Out Items Report | Provide a detailed list of items currently checked out. | Nightly |
Circulation Add-Delete Report | Displays items added or deleted in the last seven days. | Nightly |
Circulation Dashboard | Provides an “at-a-glance” view of circulation activity at your institution using two sets of visualizations: Historical Trends (default) and Current State. | Nightly |
Circulation Data Last Refreshed Date | Displays when circulation data was last refreshed. | N/A |
Circulation Events Detail Report | Lists the circulation event details within a specified date range. | Nightly |
Daily Payments Report | Displays details about daily payments by branch and payment method with a specified date range. | Nightly |
Fiscal Detail Report | Lists detailed fiscal transactions within a specified date range. | Nightly |
Fiscal Summary Report |
Displays a summary of monthly billing counts and fiscal amounts by branch within a specified date range. |
Nightly |
Group All Checked Out Items Report | Displays a list of checked out items for a WMS Group where the patron's institution is different than the item's owning institution. | Nightly |
Group Circulation Events Detail Report | Displays a list of circulation events for a WMS Group where the patron's institution is different than the item's owning institution. | Nightly |
Group Open Holds Request Report | Displays a list of open hold requests for a WMS Group. | Nightly |
Group Overdue Items Report | Displays a list of overdue items for a WMS Group where the patron's institution is different than the item's owning institution. | Nightly |
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. |
Nightly |
Holds List Report | Provides a list of items currently on hold. | Nightly |
Holds Ready for Pickup Report | Provides a list of items that are currently on hold and are ready for pickup by a patron. | Nightly |
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. |
Nightly |
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. |
Nightly |
Item Status Statistics Chart |
Displays a bar chart that shows the distribution of current statuses for items owned in the institution. |
Nightly |
Items in Transit Report | Displays details about items that are currently in transit by branch within a specified date range. | Nightly |
Lost or Missing Items Report | Lists details about items that are currently lost or missing. | Nightly |
Monthly Circulation Statistics Report |
Displays circulation statistics by event branch, patron category, permanent shelving location, temporary shelving location or material format within a specified date range. |
Nightly |
Open Holds Report | Displays the current detailed list of items with holds placed on them. | Nightly |
Outstanding Fees and Bills Report | Displays the current detailed list of fees and bills that are outstanding. | Nightly |
Overdue Items Aging Report | Displays a list of titles based on the number of days overdue. | Nightly |
Patron Counts Summary Report |
Displays counts of patrons by branch, custom category (e.g. major, class year), patron type and postal code (zip code). |
Nightly |
Patron Information Detail Report | Lists detailed information that includes many of the data fields in the patron record. | Nightly |
Recalled Items Report | Displays a detailed list of recalled items by branch. | Nightly |
Name | Description | Frequency |
---|---|---|
Note: You must have WorldShare License Manager to view the following reports. |
||
E-Resources Data Last Refreshed Date | Displays when e-resources data was last refreshed. | N/A |
COUNTER 4 Merged Database Usage Summary | Displays a summary by month of your institution's C4DB1 COUNTER data. | Nightly |
COUNTER 4 Merged Database Usage Detail | Displays a detailed view by database name by month of your institution's C4DB1 COUNTER data. | Nightly |
COUNTER 4 Merged E-Journal/E-book Usage Summary | Displays a summary by month of your institution's C4BR1 and C4JR1 COUNTER data. | Nightly |
COUNTER 4 Merged E-Journal/E-book Usage Detail | Displays a detailed view by title of your institution's C4BR1 and C4JR1 COUNTER data. | Nightly |
COUNTER 4 Merged Vendor Usage Detail | Displays a detailed view by vendor by month of your institution's C4DB1 COUNTER data. | Nightly |
COUNTER 4 Titles with Zero Usage Detail | Displays details of the titles from C4BR1 and C4JR1 files where COUNTER Report Total (i.e., ft_total) was equal to zero for the selected time period. | Nightly |
COUNTER 4 Top 100 Title Usage | Displays details of the hundred titles with the highest COUNTER Report Total (i.e., ft_total) value from C4BR1 and C4JR1 files for the selected time period. | Nightly |
COUNTER 5 Database Denials Summary | Displays a summary of your library's C5DR_D2 data for a requested period of time. | Nightly |
COUNTER 5 Database Usage Summary | Displays a summary of your library's C5DR_D1 data for a requested period of time. | Nightly |
COUNTER 5 Database Vendor Usage Detail | Provides your library a detailed view of your library's C5DR_D1 data by database name by month. | Nightly |
COUNTER 5 E-Book Title Usage Comparison | Displays a detailed view by title by month of your institution's C5TR_B1 COUNTER data. | Nightly |
COUNTER 5 E-Journal Title Usage Comparison | Displays a detailed view by title by month of your institution's C5TR_J1 COUNTER data. | Nightly |
COUNTER 5 E-Journal/E-book Platform Usage | Displays a summary by platform by month of your library's C5TR_J1 and C5TR_B1 COUNTER data. | Nightly |
COUNTER 5 Merged E-Journal/E-book Usage Summary | Displays a summary by month of your library's C5TR_J1, C5TR_J2, C5TR_B1, and C5TR_B2 COUNTER data. | Nightly |
COUNTER 5 Merged E-Journal/E-book Usage Detail | Displays a detailed view of your library's C5TR_J1, C5TR_J2, C5TR_B1, and C5TR_B2 COUNTER data by title. | Nightly |
COUNTER 5 Platform Usage Summary | Displays a summary by month of your library's C5PR_P1 COUNTER data. | Nightly |
Note: You must have access to the WorldCat knowledge base to view the following reports. |
||
WorldCat knowledge base - Collection Overlap Summary Report | Displays a summary of duplicate and unique titles/coverages when comparing an electronic collection to another electronic collection(s). | Monthly |
WorldCat knowledge base - Collection Overlap Detail Report | Displays a detailed list of titles in the overlap analysis. It displays the type of content and the coverage dates by content type for each title in the base and comparison collections. | Monthly |
WorldCat knowledge base - My Collection Overlap Summary Report | Displays a summary of duplicate and unique titles/coverages when comparing an electronic collection from the knowledge base to a library’s collection(s) in the knowledge base. | Monthly |
WorldCat knowledge base - My Collection Overlap Detail Report | Displays a detailed list of titles in the overlap analysis. | Monthly |
Note: Only libraries using Tipasa can view Interlibrary Loan reports. You must have the WORLDSHARE_ILL_ADMIN role to view the Reports tab and Interlibrary Loan Reports.
Name | Description | Frequency |
---|---|---|
Document Delivery Activity Overview | Displays a summary of activity for document delivery requests and fulfillments. | Monthly |
Document Delivery Request Detail | Displays a detailed listing of document delivery requests for a given period of time. | Monthly |
Document Delivery Request Statistics | Displays when interlibrary loan data was last refreshed. | Monthly |
Interlibrary Loan Data Last Refreshed | Displays when interlibrary loan data was last refreshed. | N/A |
Name | Description | Frequency |
---|---|---|
Daily Record Manager Actions | Displays the daily number of initial holdings set, holdings deleted and WorldCat records replaced. | Nightly |
Monthly Record Manager Actions | Displays the monthly number of initial holdings set, holdings deleted and WorldCat records replaced. | Monthly |
Daily WorldCat Metadata API Actions | Displays the daily number of Metadata API actions. | Nightly |
Monthly WorldCat Metadata API Actions | Displays the monthly number of Metadata API actions. | Monthly |
Daily LHR Maintenance Summary | Displays the daily number of local holdings records (LHRs) added, deleted, moved, and updated in addition to removed shared print commitments. | Nightly |
Monthly LHR Maintenance Summary | Displays the monthly number of local holdings records (LHRs) added, deleted, moved, replaced, and deleted in addition to removed shared print commitments. | Monthly |
Monthly LHR Maintenance Detail | Displays the monthly number of local holdings records (LHRs) added, replaced, and deleted in addition to removed shared print commitments. | Monthly |
Update Bulk LBD Records (Record Work Lists) | Displays statistics for local bibliographic data (LBD) records that were edited in bulk for the days or months that you selected. | Nightly or Monthly |
Update Bulk LHRs (Record Work Lists) | Displays statistics for local holdings records (LHRs) that were edited in bulk for the days or months that you selected. | Nightly or Monthly |
The Secure File Transfer Protocol (SFTP) reports are existing OCLC reports that are accessed from your institution's data center. Contact your institution's IT department for help with accessing SFTP reports. Your IT department may have specific SFTP access method that they want you to use, such as using one of these methods:
SFTP reports are generated weekly and remain on the OCLC server for 90 days.
You can use Google Analytics to evaluate usage for the following products:
If you have questions or need further information, contact OCLC Customer Support.