Create History WizardCreate History WizardThe 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
| 1 | In the History Information and Maintenance group, click the Create History wizard. |
| 2 | On the User Search window, scan the user barcode in the User ID field. |
| 3 | Scan the Item ID, or use the Item Search helper to locate an item. |
| 4 | When the item displays on the History tab, select a status in the Status drop-down list. The selections are SELECT, REJECT, and UNSELECT. |
| 5 | Type or select other information as needed, and click Create History. A dialog box displaying Record Created displays. Click OK to close the box. |
| 6 | 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. |
Related topics
Create History Wizard Properties
FAQs: Creating and Displaying History Records
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