Ver el historial de artículos
Buscar transacciones de circulación para un artículo
Consultar el historial de transacciones de circulación de un artículo. Buscar el artículo en Descubrir artículos.
- Haga clic en el título del artículo.
- En la pantalla Copias, en la fila del elemento que desee, haga clic en Ver/Editar.
- Filter the Copies by Branch/Shelving Location or Branch/Temporary Shelving Location. The filter selection will persist for the duration of your current session and will persist as you move between Circulation and Record Manager.
- En la pantalla Detalles del artículo, en la esquina superior derecha, haga clic en Historial de transacciones.
Acerca del historial de transacciones
El sistema conserva las transacciones de circulación (entradas, salidas, etc.) relacionadas con los artículos y los usuarios cuando se almacena el historial de transacciones. Esta configuración es opcional y debe activarse en Configuración del servicio OCLC (WorldShare Circulation > Admin/General > History). Para más información sobre el almacenamiento del historial, véase Historial.
Se almacena el historial de transacciones:
- En la sección Historial de transacciones de la pantalla Detalles del artículo (historial de transacciones del artículo)
- En la pestaña Historial de una cuenta de cliente (historial de transacciones del cliente)
Para obtener información sobre los informes disponibles, consulte Informes de circulación.
Modernized Interface: Notification History
Find a Notifications tab within the modernized interface on the item management screens for both WorldCat and temporary items.
Note: These improvements are available exclusively in the modernized staff interface. Enable the Preview Features option to see these changes.
In the modernized interface, item notification history has one row for each email notification related to this item. View the date and time that the email was queued or sent, the notification type, the email address where the message was sent, and the status of the email. Open the Details panel to see the complete list of items that were included in each notification.
Filter the list of notifications by notification Type, Patron, or by Status. Use the Show filters button to make or review your selected filter(s).
When filtering by patron, the system will search for data that is currently in the patron's user record so that you can select a patron record from the list. The default search option is patron Barcode, but you may select a different index such as Name and Identifier.
Finding notifications by item
The following notification types include item-level information. These notification types will be included when viewing an item's notification history or when filtering a patron's notification history by item barcode:
- Bill reminder
- Due date receipt (Automatic receipts only)
- Pickup hold
- Overdue loan
- Recall loan
- Expired schedule
- Pickup schedule
- Placed schedule
- Check-in receipt (Automatic receipts only)
- Suspension notification
At this time, the following notification types do not include item-level information. These notifications will not display in an item's notification history nor when filtering a patron's notification history by item barcode:
- Hold request expiration notification
- Hold shelf expiration notification
- Membership bill notification
- Membership confirmation notification
- Membership expiry reminder notification
- Miscellaneous
- Receipt email
- Includes all receipts sent manually by library staff working in the Circulation interface. Includes bill resolution receipts for payment, waiving, cancellation, or refund as well as due date and check-in receipts.