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.
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
- Transaction values
- Check Out
- Check In
- Change Due Date
- Claimed Lost
- Claimed Returned
- Claimed Never Had
- 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.
- Source values
Action completed via
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
ex/ automated renewal
WorldCat Discovery My Account
Patron/External Application PLATFORM_PATRON
External Application NCIP_API_LEGACY
WMS Circulation API
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
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.
The system retains notices sent to patrons when notification history is stored.
- 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. StatusDescriptions 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 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 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 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 The notice was created but could not be sent to the server that delivers email notices. Scheduled for later Delivery 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 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 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.
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.
- 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.