Patron history
History
Includes Transaction History and Notification History, if you have chosen to store this information. These settings are optional and must be activated in OCLC Service Configuration (WorldShare Circulation > Admin/General > History). If you choose not to store this information, the History tab does not appear. For more information on storing history, see History.
For information on available reports, see Circulation reports.
Note: For information regarding which Circulation roles allow staff to see transaction and notification history, seeTransaction history
The system retains circulation transactions (check ins, check outs, etc.) related to items and patrons when transaction history is stored. Transaction history is stored:
- In the Transaction History section of the Item Details screen (item transaction history)
- In the History tab of a patron account (patron transaction history)
- Columns include:
- Date: Date and time of the transaction
- Transaction: Type of transaction
- Title: Title of item
- Barcode: Barcode of the item
- Recorded by: Person performing the transaction
- Source: Application or service that originated the transaction event. See Circulation Events for more information about the Event Transaction Source Report Object.
Watch a video
Circulation: Transaction history (06:04)
Libraries can choose whether or not they wish to store circulation transaction history. This video reviews where to configure history settings, as well as where to view patron transaction history and item transaction history.
Notification history
The system retains notices sent to patrons when notification history is stored.
Watch a video
Patron notification history (4:16)
In this video we will review where to set patron notification history in Service Configuration, where to find those notifications in the patron record, and online help for possible returned statuses related to notifications.
Configure columns
- On the right side of the screen, click the User Preferences button.
- In the Show Columns window, check or uncheck the columns you want to show or hide.
- Close the Show Columns window by clicking anywhere outside it.