EContent Circ/Holds Transactions

Circulation and hold request transactions for eContent are logged in the staff client. This includes circulation transactions initiated from the vendor’s application. Some circulation actions, such as resetting due dates, do not apply to eContent.

The following Polaris circulation activities apply to eContent:

Note:
The default loaning branch for circulation transactions is the patron’s registered branch, but your library can set the loaning branch as the item’s assigned branch for eContent circulations. This allows patron-initiated circulations, where the patron checks out or places holds on eContent from the PAC, to be tracked separately from circulations for physical items. See Patron-Initiated EContent Circulation from PAC.

• Check-out and check-in transactions -

  • Two subtype codes identify eContent: one for an electronic item; one for the vendor account. EContent circulation transactions are included in existing standard Polaris reports, and can be identified in Polaris SimplyReports.

  • Check-outs and check-ins done from the eContent vendor’s application are logged in Polaris after synchronization. The check-out subtype is 44 (Third party Checkout). The check-in subtype is 47 (Third party Checkin).

  • Checked out eContent titles are displayed in the Patron Status workform - Items Out view, and in the patron’s reading history. They can be removed from the reading history.

  • The due date is set at the point that the checkout occurs in Polaris, according to the rules established by the library’s account with the vendor. The due date includes the time due.

    Note:
    Due dates (automatic expiration dates) for eContent are calculated from the check-out transaction date and time, not the download date and time.

• When an eContent item is checked in from PAC, the action is recorded in the Polaris item record. The due date, check-out date, original due date, current borrower and loaning branch fields are cleared, and the Last Borrower fields are populated. The check-in transaction is recorded in the item record history.
• Hold request transactions -
  • Econtent hold request created (6100)
  • Econtent hold requests satisfied (6101)
  • Econtent hold request canceled (6102)
• These transactions include the following details:
  • Date/time
  • Vendor ID
  • Title
  • Bib ID
  • Patron ID and patron branch, if available

• Transaction subtypes identify the eContent type: eContent, Audio eContent, or Digital video recording.

• EContent hold transaction types are not included in existing standard Polaris reports, but are available for reporting in Polaris SimplyReports, Patron History reports.

• EContent requests placed from the PAC are not displayed in the Patron Status, Holds view or in other areas where holds display for physical items.

• Item-level requests are not allowed, and eContent item records are automatically set to non-holdable.

The following circulation actions do not apply to eContent items:

• Fines

• Renewal

• Reset due date

• Claim

• Declare lost

• Manual changes to the circulation status

• Route lists

• Course reserves

• Shelving status