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View LHR Change History

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Discover how to enable and view the LHR Change History.

Overview

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.

A user with the Cataloging Admin role assigned can enable and view the LHR Change History. Users with the following roles can view the LHR Change History if it has been enabled, but cannot enable or disable it themselves:

  • LHR History Viewer
  • Cataloging Full

Refer to Record Manager account roles for more information.

View the LHR Change History

The LHR Change History table is off by default and must be enabled in the WorldShare Record Manager panel. Enabling it will cause the LHR Change History to appear throughout Record Manager, Circulation, and Acquisitions.

 Note:

  • It may take up to 10 minutes for the LHR updates to be reflected in the LHR Change History table.
  • If a LHR has a large change history with over 100 edits, the most recent history will be displayed along with the message: "Due to the size of the history changes for this record, we will only display the last changes that were made to the record." 

Enable the LHR Change History

  1. From the left navigation, select Institution Settings.
  2. Click LHR Change History to open the accordion.
  3. From the LHR Change History accordion:
    • Select the Display LHR History check box to display the LHR Change History table in the details of a LHR.
    • Select the Retain User Information check box if you would like the LHR Change History table to retain and include user information.

       Note: Deselecting Retain User Information will delete all user information regarding LHR/Item History that was previously stored. This data cannot be restored after the function is disabled. If you re-enable this option in the future, the data will be saved from that point forward.

  4. Click Save to apply your changes.

View the LHR Change History in the LHR editor

  1. From the LHR editor, scroll down to the LHR Change History accordion. The change history associated with the local holdings record is visible.
  2. (Optional) You can collapse the LHR Record accordion to make it easier to access the LHR Change History accordion.

View the LHR Change History from Text View

  1. From the LHR Text View for an item, copy, or multipart set, click on the Change History tab in the header. The tab label changes to reflect the type of LHR you are viewing:
    • Item Change History - Single copy
    • Copy Change History - Serials
    • Multipart Set Change History - Multiparts

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.