Glossary

access level

A setting in the OCLC Online Service Center that controls the activities that an institution account can perform. For more information, see Access Levels.

account number

See OCLC account number. See also billing account number.

billing account

An account used to bill a library or institution for some or all of the OCLC products and services that it uses. A library or institution may have one or more billing accounts. If a library or institution has multiple billing accounts, different products and services are billed under each account. For each billing account, a library or institution may designate a different billing contact and address to receive invoices and statements. On invoices and statements, a billing account is identified by the division code. In the Online Service Center, a billing account is identified by the billing account number.

billing account number

An alphanumeric code (for example, 01OCLC00001234WEST) used in the Online Service Center to identify a billing account. Most billing account numbers combine the OCLC account number (for example, 01OCLC00001234) and the division code (for example, 7000 or WEST).

billing partner

An organization, other than OCLC, that provides billing for OCLC services.

breadcrumbs

A series of links located above each page name to show your path in the Online Service Center.

closed

Completed; not a factor in a billing account's current balance.

credit

A statement entry that decreases the balance of a billing account. OCLC issues credits for several reasons: ILL Fee Management lending credit, original cataloging credit, billing error, etc.

debit memo

A statement entry used by OCLC to adjust a billing account.

division

A code used by OCLC to identify a billing account on invoices and statements. Before July 2009, a two-to-four character alphanumeric code (for example, CAPC) was used. Since July 2009, a four character numeric code (for example, 7000) has been used. The four character numeric code is also used as part of most billing account numbers in the Online Service Center. On invoices and statements for billing activity before August 2008, the division code was presented as part of the Network code (for example, 01-OCLC-CAPC).

invoice

An itemized bill; or, a statement entry that indicates an invoice was issued.

late fee

A statement entry that increases the balance of a billing account because payment for an invoice was not received by the due date. The late fee policy is stated on invoices.

network

See division.

OCLC account number

An alphanumeric code used by OCLC, primarily in administrative and billing systems, to identify a library or institution that uses OCLC services. The account number and its related OCLC symbol appear below the library or institution name on each page of an Online Service Center institution account. The OCLC account number also appears in the header of OCLC invoices and statements. See also billing account number.

OCLC symbol

An alphanumeric code used by OCLC, primarily in its online services for libraries and institutions, to identify a library or institution that uses OCLC services. The symbol and its related OCLC account number appear below the library or institution name on each page of an Online Service Center institution account. The OCLC symbol also appears in the header of OCLC invoices and statements.

open

Not completed; a factor in a billing account's current balance.

pay an item ws-01

A transaction or entry that indicates a payment was received and immediately applied to one or more invoices. See also unapplied payment.

payment terms

Terms for the payment of an invoice. The net due date is shown in the invoice header. Prompt pay discounts, where applicable, are shown at the bottom of the invoice and include the payment due date.

statement

A monthly report that shows the balance of a billing account as of the statement date and lists the open items that factor into the balance.

subscription deposit account

A billing account to which a library or institution makes payments in advance to be applied to the invoices for the account. Balances on subscription deposit accounts accrue interest. See also How do I deposit funds in a subscription deposit account?

subscription deposit balance

A transaction or entry for the balance of a subscription deposit account as of a particular date.

subscription deposit interest

A transaction or entry for interest earned on the subscription deposit balance.

symbol

See OCLC symbol.

transaction type

The following appear as transaction types in the Online Service Center and as entry types on statements:

The following appear as entry types on statements:

unapplied payment

A transaction or entry that indicates that a payment was received but not yet applied to an invoice. Unapplied payments may be for future purchases or training, for duplicate payments, for payments that OCLC cannot associate with an invoice, etc.

zero-billed product codes

Product codes for which quantities are counted but no amount is charged because the charges are covered by fixed-fee product codes.