Start a Patron’s Reading History

A new reading history begins with the next item checked out; it does not include items checked out in the past or items currently checked out. Also, items are not added to the reading history immediately upon check-out. The reading history is updated during overnight processing. To start a reading history for a patron.

Note:
Your library must make the appropriate Polaris Administration settings for maintaining reading histories. See Working with Reading Histories.

1. Select Patron Services, Patron Records to find and open the patron’s record. See Find patron services and related records. The Patron Registration workform - Addresses view appears.
2. Select View > General to display the General view.
3. Select the Maintain reading list checkbox.
   • If the patron’s “registered at” branch has not enabled reading histories in Polaris Administration, this option is not available.
   • If the patron is an outreach services patron, this option is automatically selected. See Outreach Services Processing.

4. Select File > Save to save the record.

The next item checked out is displayed on the Patron Status workform - Reader Services view, after overnight processing is run. See View a patron’s reading history.