Patron history

The system retains circulation transactions (check ins, check outs, etc.) related to items and patrons when transaction history is stored.

• For Circulation groups:
  • Library staff are able to view all retained transactions for patrons and items, regardless of where the event took place or the home library of the patron or item. For example, you will be able to see history for your patrons, even if they checked out or returned materials at a different library in your group.
    • For the best experience, all members of the group should consider retaining transactions for the same period of time. Only transactions within the relevant retention period will be displayed to library staff. Refer to Admin/General, History to verify staff transaction history settings.

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

    • Transaction values

      • Check Out
      • Check In
      • Renew
      • Change Due Date
      • Claimed Lost
      • Claimed Returned
      • Claimed Never Had
      • Found

  • 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 Report objects D-H for more information about the Event Transaction Source Report Object.

    • Source values

      Action completed via	Source Transaction History in Circulation	Event Transaction Source Circulation Events universe in Report Designer
      WorldShare Circulation staff application	Staff	STAFF
      Offline Circulation client	Offline Circulation	OFFLINE
      SIP2	Self Service	SIP
      Library Policy  ex/ automated renewal	System	POLICY
      WorldCat Discovery My Account Patron Profile	Patron/External Application	PLATFORM_PATRON
      Staff Profile Digby	External Application	NCIP_API_LEGACY
      WMS Circulation API Digby	External Application	CIRC_API
      Acquisitions place hold	Acquisitions	ACQUISITIONS
      WorldShare ILL or Tipasa integration	Interlibrary Loan	ILL
      WorldCat Navigator integration	WorldCat Navigator	NAVIGATOR
      ZFL-Server integration	ZFL-Server	ZFL
      Miscellaneous services or in some transactions prior to February 2019	Other	OTHER N/A

The system retains notices sent to patrons when notification history is stored.

• For Circulation groups:
  • Library staff are able to view all retained notifications for patrons and items, regardless of where the event took place or the home library of the patron or item. For example, you will be able to view bill receipts and overdue notification history for your patrons, even if they checked out or returned materials at a different library in your group.
    • For the best experience, all members of the group should consider retaining notifications for the same period of time. Only notifications within the relevant retention period will be displayed to library staff. Refer to Admin/General, History to verify staff transaction history settings.

Some columns need explanation:

Transaction Data	Description
Date	Date and time the notification was sent.
Notification	The type of notification that was sent. To view all notification types, see Notification Policy.
Format	The type of notification that was created (Email or Print).
Barcode	Barcode of the item.
Status	Descriptions of all Statuses:   Status Format Definition Authentication Error Email, Print An internal error. One of the services cannot be accessed due to authentication failure. The notice was not created. Cannot Create Delivery Email The notice was created but could not be sent to the server that delivers email notices. Cannot Create Formatter Email, Print A problem was encountered when attempting to format the notice. The notice was not created. Connection Lost Email, Print Connection between WorldShare Circulation and the notification service was lost. The notice was not created. The notice was not created. Empty Template Email, Print The notice could not be created because the corresponding notification template is empty. Formatting Error Email, Print A problem was encountered when formatting the notice. The notice was not created. Invalid Address Email The information in the email address field of the patron profile is not in a recognized format. The notice was created but was not sent to the server that delivers email notices. No Address Email The notice was created but the patron profile does not have a valid email address. The notice was not sent to the server that delivers the email notices. Not Sent Email, Print The notice was created but either was not sent to the server that delivers email notices or was not added to the file of notices for printing. Problem Sending Notification Email The notice was created but could not be sent to the server that delivers email notices. Scheduled for later Delivery Email The notice was created but has not yet been sent to the server that delivers email notices. Successfully delivered Email, Print For email notices: the notice was successfully sent to the server that sends out email notices. For print notices: the notice was included in the file of printed notices. Unknown Address Email Information is contained in the email address field of the patron profile but is not in a recognized format. The notice was created but was not sent to the server that delivers email notices. Unspecified Temporary Error Email, Print An error occurred when trying to create the notice. The probable cause is configuration of the notification template. The notice was not created. Valid Address, but mail not sent Email The notice was created but not sent to the server that delivers email notices. Any changes to notices or email addresses as a result of a status will only affect subsequent notices. Notices cannot be resent.

1. On the right side of the screen, click the User Preferences button ().
2. In the Show Columns window, check or uncheck the columns you want to show or hide. 
   • The columns you checked or unchecked are shown or hidden.
   • Select All to configure all the column headings for display.
3. Close the Show Columns window by clicking anywhere outside it.