Create History Wizard

The Create History wizard is located on the History Information and Maintenance group wizard and is used to create a history record for an outreach user.

For example, a library user may have heard about an interesting book on a historical figure but is not interested in reading additional works on this topic. Creating an interest record is unnecessary in this case, since the patron wants to read only a single specified title.

To create a history record for an outreach user

In the History Information and Maintenance group, click the Create History wizard.

On the User Search window, scan the user barcode in the User ID field.

Scan the Item ID, or use the Item Search helper to locate an item.

When the item displays on the History tab, select a status in the Status drop-down list. The selections are SELECT, REJECT, and UNSELECT.

Type or select other information as needed, and click Create History. A dialog box displaying Record Created displays. Click OK to close the box.

To view the bibliographic information, call number and order information for the history record, click the Display Description helper.

After creating a history record, select one of the following options.

•

Modify History to modify the record you just created.

•

Create Another History to create a history for another user.

•

Close to exit the wizard.