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OCLC Wise Support EN

Enabling or disabling loan and circulation history

Learn how to enable or disable loan history, and how to clear circulation history from customer accounts.

Loan and circulation history settings can be adjusted from within the Wise client in the Properties tab within Customer administration. 

Loan history and circulation history settings

Loan history

Loan history can be enabled and disabled within a customer account in the Properties tab.To enable or disable loan history:

  1. Search for the customer whose loan history settings you would like to change. Open their account.
  2. Navigate to the Properties tab. 
  3. Scroll to the Show loan history? option. Click Yes to enable. 

Clear circulation history

When Clear circulation history is selected the customer can no longer:

  • Use the Previously borrowed option to be notified of items that were previously borrowed at checkout.
  • Create an overview of previously borrowed materials in My account.

The customer's borrowing history will no longer appear in Loan history report, but the customer's log history will appear for 90 days.

To clear circulation history:

  1. Search for the customer whose circulation history you would like to clear. Open their account.
  2. Navigate to the Properties tab. 
  3. Scroll to the Clear circulation history option. Click Yes to enable. 

Adjusting loan history in My Account

Customers can change their loan history settings when signed in to My Account. To adjust loan history settings when signed in as a customer:

  1. Sign in to your account within the web catalog. 
  2. Navigate to the menu for your account and click My account details
  3. Scroll to the History and PIN option and click Change settings. The Change settings screen opens. 
  4. Navigate to the Historical overview option and click Edit
  5. Select one of the following options:
    • Show loan history - Allow the system to track your borrowing history and display it on the Previous checkouts screen.
    • Hide loan history - Allow the system to track your borrowing history without displaying it on the Previous checkouts screen.
    • Do not keep a loan history - Do not allow the system to track your borrowing history. Previously borrowed titles cannot be viewed. The system runs a nightly purge to anonymize transactions more than 90 days old. Identified transactions are not deleted but are disconnected from the customer, allowing the system to maintain transaction data.
  6. Click Save. 

 

 

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