Historia del mecenas
Conozca el historial de los usuarios, que incluye el Historial de transacciones y el Historial de notificaciones.
Historia
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.
Para obtener información sobre los informes disponibles, consulte Informes de circulación.
Note: For information regarding which Circulation roles allow staff to see transaction and notification history, see Circulation roles.
Transaction history
The system retains circulation transactions (check ins, check outs, etc.) related to items and patrons when transaction history is stored.
- Para grupos de Circulación:
- 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.
Se almacena el historial de transacciones:
- 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
- Renovar
- Change Due Date
- Reclamado Perdido
- Reclamado Devuelto
- Nunca tuvo
- Encontrado
- 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 |
Fuente
Transaction History in Circulation
|
Evento Fuente de la transacción
Circulation Events universe in Report Designer
|
WorldShare Circulation staff application |
Personal |
STAFF |
Offline Circulation client |
Offline Circulation |
OFFLINE |
SIP2 |
Self Service |
SIP |
Library Policy
ex/ automated renewal
|
Sistema |
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 |
Adquisiciones |
ACQUISITIONS |
WorldShare ILL or Tipasa integration |
Préstamo interbibliotecario |
ILL |
WorldCat Navigator integration |
WorldCat Navigator |
NAVIGATOR |
ZFL-Server integration |
ZFL-Server |
ZFL |
Miscellaneous services or in some transactions prior to February 2019 |
Otros |
OTROS
N/A
|
Notification history
The system retains notices sent to patrons when notification history is stored.
- Para grupos de Circulación:
- 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.
- Algunas columnas necesitan explicación:
-
Date |
Date and time the notification was sent. |
Notification |
The type of notification that was sent. To view all notification types, see Notification Policy. |
Formato |
The type of notification that was created (Email or Print). |
Código de barras |
Código de barras del artículo. |
Estado |
Descriptions of all Statuses:
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 |
Correo electrónico |
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 |
Correo electrónico |
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 |
Correo electrónico |
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 |
Correo electrónico |
The notice was created but could not be sent to the server that delivers email notices. |
Scheduled for later Delivery |
Correo electrónico |
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 |
Correo electrónico |
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 |
Correo electrónico |
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.
|
Configure columns
- En la parte derecha de la pantalla, haga clic en el botón Preferencias del usuario ().
- In the Show Columns window, check or uncheck the columns you want to show or hide.
- Las columnas marcadas o desmarcadas se muestran u ocultan.
- Seleccione Todos para configurar la visualización de todos los encabezados de columna.
- Close the Show Columns window by clicking anywhere outside it.
Modernized interface: Patron Notifications
Note: These improvements are available exclusively in the modernized staff interface. Enable the Preview Features option to see these changes.
Find all notifications related to a specific patron and view all of the items that were included in a specific notification. If your library already has notification history enabled, all of the existing history data will be visible in the modernized interface.
- Review your notification history settings and retention period in OCLC Service Configuration > WMS Circulation > General/Admin > History > Notification History.
In the modernized interface, notification history has one row for each email notification that is sent to the patron. 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 list of items that were included in the notification.
Use the Item barcode search to find all of the notifications related to a specific item.
Filter the list of notifications by notification Type or by Status. Use the Show filters button to make or review your selected filter(s).