My Account release notes, June 2022

Using borrowing history

Bibliographic, item, and usage data will be visible for each entry in a user's borrowing history list. This information is collected at the moment that the item is added to the user's history. For example, the item's title, shelving location, call number, and enumeration will not change in the history even if the bibliographic data is changed or the item is withdrawn from the library's collection.

Entries are automatically removed from borrowing history if the user or your library disables the feature or your library's retention period elapses.

Borrowing history's Status column indicates if the item was returned by the user or if the user claimed the material was lost or was never on loan. The Date column indicates when the item was returned to the collection.

By default, borrowing history will be sorted with the most recently returned item first. The user may alternatively choose to sort the list by Date or Title.

Titles links to WorldCat Discovery are provided so that your users can view current availability, export bibliographic citation information, make a hold request, etc. Temporary items and containers will not be hyperlinked.

 Note: If your library uses Tipasa and WMS, the request details and the ability to request again will appear in the user's borrowing history tab for temporary items created via Tipasa WMS integration if the user has opted into borrowing history and the requested material was previously checked out or used in the library. Otherwise, a user's request history will continue to display under Requests according to the Tipasa retention policy you have configured. OCLC recommends setting the same retention period for Tipasa and WMS history.

 Note: If your library participates in a WMS circulation group, then a user's borrowing history will include all items used, regardless of which library owned the item, where the item was checked out or returned, etc. Your library will control if the borrowing history feature will be offered to your local users as well as the retention period for your local users. For more details, see WorldShare Circulation release notes, June 2022.

Enabling borrowing history

Each user controls the retention and display of their WorldShare Circulation borrowing history. By default, all users are opted out of borrowing history and will be shown an invitation to enable retention when viewing the Borrowing history tab.

 Note: Your users will not see the Borrowing history tab or the option to enable borrowing history until your library has activated the feature and set a retention period in OCLC Service Configuration > WMS Circulation > Admin/General > History > Patron Borrowing History. For more details, see WorldShare Circulation release notes, June 2022.

To enable borrowing history for their account, users must go to the Profile tab and toggle on the Enable my borrowing history option. Your library's retention period will display in the explanatory text.

No history will appear in the Borrowing history tab until the user has returned at least one item to the library after enabling the feature.

Disabling borrowing history

Your users can disable borrowing history at any time via the Profile tab. The user will be warned that all of their retained history will be deleted.

After disabling and deleting history, the user will no longer see any of their history data in the Borrowing history tab. Instead, the user will see the invitation to enable history (see above).

 Caution: A user's borrowing history data and opt-in preference will be deleted if your library disables the feature for all users. Retained history data may also be deleted if your library reduces your retention period. For more information, see WorldShare Circulation release notes, June 2022.