WorkFlows Toolkit > Tabs > Circ Info Tab

Circ Info Tab

The Circ Info tab appears on the Call Number/Item tab when using the Item Search and Display wizard’s Detailed Display. This tab displays the following summary information about the selected item.

Counters

Item Statistics

Ongoing Checkouts
Ongoing Renewals
Checkouts to Date
Renewals to Date
Date Last Cleared

Total Bills

The Total Bills field displays the total number of bills for an item. Both paid and unpaid bills are included in the total bill count.

Orders

This field displays the number of orders for an item.

Controls

This field displays the number of serial controls linked to an item.

Checkouts

This field displays the number of active checkouts for an item.

Bookings

This field displays the number of current bookings for an item.

Holds

This field displays the number of unexpired holds for an item.

Transit

Under Transit, the following transit information displays: the library the item was sent to, the library the item was sent from, the reason for the transit, and the date sent.

Note: If the Current location was manually set to Intransit by editing the item record, the Reason field will display “For temporary shelving,” and the other fields will be blank.

Ongoing Checkouts

This is the total number of checkouts for the item, since the item was created. This field is not cleared by the Reset Item Counters report.

Note: For sites upgrading to Version 3.3, the Ongoing Checkouts field will be accurate for items created after the upgrade.

Ongoing Renewals

This is the total number of renewals for the item, since the item was created. This field is not cleared by the Reset Item Counters report.

Note: For sites upgrading to Version 3.3, the Ongoing Renewals field will be accurate for items created after the upgrade.

Checkouts to Date

This is the number of checkouts for this item for a pre-determined interval (daily, weekly, monthly). It is the number of checkouts since the field was last cleared by the Reset Item Counters report. This report is scheduled to run at a pre-determined interval (daily, weekly, monthly) to clear the Checkouts to Date and Renewals to Date fields so that sites can gather periodic item circulation information.

When the Checkouts to Date field is cleared by the Reset Item Counters report, the Date Last Cleared field is reset to the date the report was run. Checkout statistics will then accrue for the next interval. It is recommended that the report be run on the same date/interval once the library has decided upon a statistical time interval that suits their needs.

Renewals to Date

This the number of renewals for this item for a pre-determined interval (daily, weekly, monthly). It is the number of renewals since the field was last cleared by the Reset Item Counters report. This report is scheduled to run at a pre-determined interval (daily, weekly, monthly) to clear the Checkouts to Date and Renewals to Date fields so that sites can gather periodic item circulation information.

When the Renewals to Date field is cleared by the Reset Item Counters report, the Date Last Cleared field is reset to the date the report was run. Renewal statistics will then accrue for the next interval. It is recommended that the report be run on the same date/interval once the library has decided upon a statistical time interval that suits their needs.

Date Last Cleared

The is the date the Checkouts to Date and Renewals to Date fields were last cleared by the Reset Item Counters report.

 


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