History #
History is a very powerful function, allowing operators to view activity of a user, a work or an item – or a combination of them – over a defined period of time.
History provides a mechanism for retrieval of information on all circulation transactions, providing the ability to retrieve specific data and view it on screen.
Search filters #
User Barcode #
- Retrieval can be focused on a single user, e.g. to identify materials loaned by an individual. Note that entry of a User barcode is not mandatory.
Transaction Type #
- This allows the selection of a single specific transaction for retrieval – a combo pull-down menu lists all available transactions.
- If the transaction selection defaults to (all), then all transaction details fitting the remaining parameters will be returned.
this is the only option for multiple transaction types or the operator can select a single specific transaction. - The List of Transaction and their codes can be found in system parameters enterprise
Item Barcode #
- Retrieval can be focused on a single item, e.g. to identify users who have borrowed the specific item. Note that entry of an item is not mandatory.
Location #
- This option allows focus on a specific branch (or defined logical location) or all locations.
Bibliographic ID #
- The Bibliographic ID is entered in the textbox identified by the Work access label. Note that entry of a Work id is not mandatory.
Timeframe #
- This may be explicitly entered in the two boxes (From and To), or selected according to the standard period options:
- This month
- This week
- This day
- Until now
Buttons #
Export to Excel – Allows all results from the current search to be written to an Excel file.
Column chooser – Allows the operator to choose which columns are displayed in the results table.
Results grid #
When the query is initiated, the system will identify matching transaction records and display these in the results grid.
Results right click context menu #
- View ‘user details’ – Opens the user details screen of the selected user.
- View ‘Item details’ – Opens the item details screen. Note this will be greyed out if the transaction is not connected to an item
- View ‘Work details’ – Opens The Details of a Work screen in search with the work selected Note this will be greyed out if the transaction is not connected to a work