Setting up circulation history

In order to keep a circulation history, you have to turn it on in the location table for the borrower’s location. For example, if you want to keep a history for a borrower from Main Library, you have to turn on circulation history in the location table for Main Library.

To set up circulation history

1 Go to the location table in the Table Editor and edit the location for the borrower or borrowers you are setting up for circulation history.
2 Page down until you see the Keep Circ History field, and select one of these options:

Option

Description

Do Not Keep

Specifies that no history records will be kept, regardless of any settings in the borrower record.

Always Keep

Specifies that a history will be kept, regardless of any settings in the borrower record.

Borrower’s Choice - Default Off

Specifies that no history will be kept unless the borrower chooses to turn it on.

Borrower’s Choice - Default On

Specifies that a history will be kept unless the borrower chooses to turn it off.

3 In the History Duration (Days) field, enter the number of days you want to retain the circulation history before Day End purges the history records. If you want to retain a history indefinitely, enter a high number, such as “9999”. If you do not want to retain the history for any period of time, enter a “0”.

Important: You must enter a value greater than 0 (zero) in order for circulation history to be kept.

4 In the Max History Transactions field, enter the maximum number of checked out items you want to retain in the circulation history. If database storage space is an issue for you, you may want to set this number fairly low so that borrowers who circulate many items do not use up a lot of space.

Important: You must enter a value greater than 0 (zero) in order for circulation history to be kept.

The History Duration (Days) and Max History Transactions fields work together to determine how Horizon retains the History of Checked Out Items. Horizon will use the number of days in the History Duration (Days) field, or the number of transactions in the Max History Transactions field, whichever number is reached first. (For example, if the number of duration days elapse, Horizon deletes the oldest transactions when Day End runs.)

5 Save your changes.

 


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