Viewing Bookings History

If your library is configured to archive cancelled and expired bookings, you can view the bookings history for a specific patron or for a specific item.

Number of Days to Archive Past Bookings

Your library must specify how long Sierra should archive cancelled and expired bookings (see Setting Up the Product). Sierra does not display the History button if your system is not configured to archive cancelled and expired bookings.

When viewing the bookings history for either an item or a patron, you can perform the following additional tasks:

Viewing Past Bookings for a Patron

To view the Bookings tab, you must be assigned permission 94 (View patron record in check-out). To view the booking history, you must be assigned permission 130 (Materials Booking). See Permissions Used by Sierra for more information.

To view past bookings for a specific patron:

  1. Choose Circulation Desk from the Function list.
  2. Retrieve the patron record whose past bookings you want to view.
  3. View the Bookings tab:
    • click the Bookings tab, or
    • choose Go | Circulation Desk | Bookings
  4. Choose the History button. Sierra displays the Bookings History table.

Viewing Past Bookings on an Item

To choose the Search/Holds function, you must be assigned permission 101 (View bibliographic records). To choose the History button, you must be assigned permission 130 (Materials Booking). See Permissions Used by Sierra for more information.

To view past bookings on a specific item:

  1. Choose one of the following options from the Function list:
    • Binding
    • Catalog
    • Check In Bound
    • Claim/Cancel Orders
    • Claiming
    • Orders
    • Receive
    • Search/Holds
    • Serials Checkin
    • To Bindery
  2. Retrieve the desired item record.
    Multiple Item Records

    If there are multiple item records attached to the bibliographic record, follow these steps to choose which item is represented in the Bookings tab:

    1. Choose the Summary tab. (You can limit this display to only those items that belong to your location by selecting the Current Location option under the All drop-down list.)
    2. From the View drop-down list, choose Holds/Bookings.
    3. Select the item record whose booking you want to view.
  3. Choose the Bookings tab.
  4. Choose the History button. Sierra displays the Bookings History table.