View LHR Change History

Learn how to view the LHR Change History in WorldShare Circulation.

The LHR Change History allows you to view a list of actions performed on a local holdings record. Actions that display in the LHR Change History include edits to LHR fields such as the call number, branch or shelving location, barcode, notes, and more.

The LHR Change History is enabled in WorldShare Record Manager. Refer to Enable the LHR Change History for more information.

The following Circulation roles allow you to view LHR Change History:

The LHR History Viewer role can also enable staff users access to the LHR Change History. Refer to Record Manager account roles for more information.

View LHR Change History

Within WorldShare Circulation, authorized library staff will see the Change History tab to the right of Transaction History. Once enabled, the history of all existing LHRs will appear in WorldShare Circulation. However, the identity of the staff user and source application information will only be available for LHR updates that are made after the feature was enabled.

 Note: It may take up to ten minutes for LHR updates to be reflected in the LHR Change History table. If the change history for a LHR is very large, only the most recent changes will be displayed.

The tab label changes to reflect the type of record you are viewing:

Record type Label
Single-part holdings Item Change History
Serials Copy Change History
Multi-part holdings Multi Copy Change History

All changes to the relevant LHR will be visible in the history. For serials and multi-parts, this means that all items described in an LHR will be included in that LHR's change history. If you delete a multi-part or serial item but retain the parent LHR, then the removal will be listed as an Update action in the history. If the entire LHR is deleted, then the removal will be listed as a Delete action.

LHR change history will also be available for deleted LHRs of barcoded items that have not yet qualified for deletion according to your retention period for Deleted Items. Search for the item by barcode via Discover Items > Enter barcode to view the Withdrawn Item Details and navigate to the Item Change History tab:

 Note:  If your library participates in a circulation group, you will control the retention of LHR history for your institution's LHRs only. Once enabled, the history of your items will not be visible to staff at other libraries in your circulation group unless they are authorized to catalog items in your collection.

Available LHR Change History columns

The LHR Change History includes the following columns:

Column Description
Date/Time Displays the date and time that the action was performed. 
User Displays the name of the user who performed the action. 

 Note: This information only displays if Retain user information has been enabled in Institution Settings.

Action

Displays the type of action taken on the LHR.

  • Create - When a LHR is first created
  • Update - When an existing LHR is updated, including edits to existing fields in the LHR and adding or removing fields in an existing LHR
  • Delete - When an LHR is deleted

     Note: The delete action only appears in the Change History within the WorldShare Circulation Withdrawn Item Details.

  • Move - Fields that were in an LHR when it was moved to a different bibliographic record
Source Application

Displays the source application, and the location within that application, where the action was taken.

  • Acquisitions
  • Acquisitions - Item/Copy Editor
  • Acquisitions - My LHRs
  • Circulation - Item/Copy Editor
  • Circulation - My LHRs
  • Connexion
  • Collection Manager - Data Sync Collection
  • Item/Copy Editor
  • Record Manager - LHR Editor
  • Record Manager - My LHRs
  • Record Manager - Record Work Lists
  • Record Manager - Text View
  • Serials Management - Complete Binding
  • Serials Management - Recall from Bindery
  • Serials Management - Send to Bindery
Field Changed Displays which LHR field was changed. 
Old Value Displays the old value of the changed LHR field, if applicable. 
New Value Displays the new value of the changed LHR field, if applicable.