Circulation log

The Circulation log app allows you to view and search for circulation actions. Circulation actions are any action performed by the system or a user within the following Circulation apps: Check in, Check out, and Requests. Notices and fee/fine actions are also included.

Permissions

In order to view and interact with the Circulation log app, a user needs to be assigned the following permission:

  • Circulation log: All. This permission allows the user to access the circulation log and filter all log actions and data.

Note: This is the only permission available for the Circulation log app. You are unable to view and access the Circulation log if you do not have this permission assigned to you. You can assign permissions to users in the Users app.

Generating a circulation log

You can generate a log based on any of the query parameters or filters you select.

Note: Panes are resizable throughout FOLIO and in the Circulation log. Resize the Search & filter pane to see more or less of the circulation log at once.

Generating circulation actions associated with a user barcode

In the Search & filter pane, type or paste a User barcode into the box. Results display as soon as you start typing.

Generating circulation actions associated with an item barcode

In the Search & filter pane, type or paste an Item barcode into the box. Results display as soon as you start typing.

Generating circulation actions by description

To search through the Description field, in the Search & filter pane, enter your search terms into the box. Results display as soon as you start typing.

Generating circulation actions by date

  1. In the Search & filter pane, under Date, enter a start date in the From box and an end date in the To box.

  2. Click Apply. Your results appear in the Circulation log.

Generating circulation actions by service point

In the Search & filter pane, type or select the Service point from the box. You are able to apply more than one Service point to your search, if needed. Results display as soon as you enter a Service point.

Loan filter options

In the Search & filter pane, click Loan and select any applicable filters:

  • Changed due date. Include items whose due date was manually changed.
  • Checked out. Include items that were checked out.
  • Checked out through override. Include items that were checked out using an override.
  • Anonymize. Include loans that were anonymized. Note: This feature is under development.
  • Claimed returned. Include items that were claimed returned.
  • Closed loan. Include items that were returned.
  • Declared lost. Include items that were declared lost.
  • Marked as missing. Include items that were marked as missing.
  • Recall requested. Include items that were requested as recalls.
  • Renewed. Include items that were renewed.
  • Renewed through override. Include items that were renewed using an override.
  • Age to lost. Include overdue items that have an Item status of Aged to lost. The time in which an overdue item ages to lost is set up in the Circulation Setting Lost item fee policies.

Notice filter options

In the Search & filter pane, click Notice and select any applicable filters:

  • Send. Include notices that were sent out to users.

Fee/fine filter options

In the Search & filter pane, click Fee/fine and select any applicable filters:

  • Billed. Include items that were billed.
  • Credited fully. Include fees/fines that were fully credited.
  • Paid fully. Include fees/fines that were fully paid.
  • Paid partially. Include fees/fines that were partially paid.
  • Refunded fully. Include fees/fines that were fully refunded.
  • Refunded partially. Include fees/fines that were partially refunded. Note: Partial refunds are not implemented at this time. Only automated (full) refunds appear in the Circulation Log.
  • Staff information only information added. Include fees/fines that had staff information added to them.
  • Transferred fully. Include fees/fines that were fully transferred from the user to another account.
  • Transferred partially. Include fees/fines that were partially transferred from the user to another account.
  • Waived fully. Include fees/fines that were fully waived.
  • Waived partially. Include fees/fines that were partially waived.
  • Cancelled as error. Include fees/fines that were cancelled because they were created in error.

Request filter options

In the Search & filter pane, click Request and select any applicable filters:

  • Cancelled. Include requests that were cancelled.
  • Created. Include requests that were created and manual blocks.
  • Pickup expired. Include requests that were awaiting pickup and the pickup period expired.
  • Expired. Include requests that expired before they were filled.
  • Moved. Include requests that were moved from one item to another.
  • Queue position reordered. Include requests that were moved up or down in the request queue.

Columns in the circulation log

Once you generate a circulation log, these are the columns that appear:

  • User barcode. The user barcode associated with the action.
  • Item barcode. The item barcode associated with the action.
  • Object. The object associated with the action: Fee/fine, Loan, Manual block, Notice, or Request.
  • Circ action. The action that occurred.
  • Date. The date and time the action occurred.
  • Service point. The service point at which the action occurred.
  • Source. The source of the action: System, user, or none (blank).
  • Description. A description of the action.
  • Action. Click to see more information about the action. See Getting additional circulation action information for more information.

Getting additional circulation action information

Clicking the Action button displays a menu that enables access to additional information. The menu options that appear differ depending upon the Object (Fee/fine, Loan, Manual block, Notice, or Request). For example, clicking … > Item details opens the Inventory app for more information.

Last modified February 23, 2021: Update circ_log.md (a40680d)