View item’s circulation history and edit float setting

The Circulation view of the Item Record workform displays the status changes for an item record. In addition, you can change the item’s home branch, and allow or prevent floating to another library’s collection.

Note:
For more information about floating collections, see Setting Up Floating Collections.

To view an item’s circulation history and change the home branch and floating option:

1. Open the Item Record workform.
2. Select View > History, or click .

The Circulation History view appears.

3. To change the item’s home branch, select another branch in the Home branch box. The home branch determines the branches to which the item can float (if the Do not float box is unchecked).

4.  If you have the permission Item records: Modify History view, change the Do not float option by selecting the check box to prevent the item from floating to another branch, or uncheck the box to enable the item to float.

Item Circulation History

The following transactions, with their associated transaction date, are displayed in the Item Record’s Circulation History:

• Created via Acquisitions PO Line Item processing
• Created via Acquisitions Invoice processing
• Modified via PO Line Item Receive processing
• Modified via PO Line Item Segment Undo Receipt processing
• Created via ILL processing
• Created via Cataloging
• Created via NCIP create processing
• Modified via Item Bulk Change
• Modified via Cataloging
• Modified via NCIP accept item processing
• Checked in
• Checked in (item was lost)
• Checked out
• Declared lost
• Claim was deleted
• Claim was made (returned or never had)
• Circulation status modified via Manage Item dialog from Check In
• Shelf location modified via Manage Item dialog from Check In
• Returned via ILL processing
• Sent in transit via Removing from Course Reserve
• Modified via PO Line Item Segment Receive processing
• Automatic status change from Check In
• Modified by automatic billed to lost processing
• Circulation status modified because item was held and request pickup      branch was modified
• Circulation status modified to Routed by creation of linked route list piece
• Circulation status modified by modification of linked route list piece
• Modified via Floating Collections processing
• Renewal
• Transferred due to hold request
• Transferred due to ILL request
• Created via Acquisitions
• Created via Circulation
• Created via Serials
• Marked for deletion
• Undeleted
• Checked in via In House
• Inventory date was updated
• Barcode replaced via Check In
• Non public note modified via Manage Item dialog from Check In
• Free text block modified via Manage Item dialog from Check In
• Library assigned block modified via Manage Item dialog from Check In
• Assigned collection modified via Manage Item dialog from Check In
• Material type modified via Manage Item dialog from Check In
• Bulk checked out via Outreach Services
• Bulk checked out via Borrow by Mail
• Modified via Receive Shipment
• Linked to new bib
• Linked to new bib via Serials
• First overdue notice: Mail
• First overdue notice: Email
• First overdue notice: Phone
• First overdue notice: Text Message
• Second overdue notice: Mail
• Second overdue notice: Email
• Second overdue notice: Phone
• Second overdue notice: Text Message
• Third overdue notice: Mail
• Third overdue notice: Email
• Third overdue notice: Phone
• Third overdue notice: Text Message
• Bill notice: Mail
• Bill notice: Email
• Bill notice: Phone
• Bill notice: Text Message
• Due date reset
• Held for hold request
• Held for ILL request
• Inventory date was updated - Offline
• Renewal - PAC
• Renewal - Phone
• Checked out - Self Check
• Renewal - Self Check
• Checked out - Offline
• Checked out - PAC
• Checked out - Mobile PAC
• Renewal - Mobile PAC
• Checked out - Third party software
• Renewal - Third party software
• Added copy created by API consumer service.
• Item was unlinked from a bibliographic resource entity.
• Item was transferred to a different bibliographic resource entity.
• Modified by API consumer service