Charge History in WorkFlows

Starting in June of 2014, the Charge History feature was made available in Symphony Workflows. This feature tracks all charges to a patron record from the time it is enabled. It is not retroactive and records charges at the time of discharge. The default setting for registering new patrons is to not track charge history (NOHISTORY), although this can be changed in the properties for user registration.



This setting can also be changed by the patron in their Enterprise account information ("Preferences" tab):

The WYLD Network is transitioning to Aspen Discovery in the fall of 2022.  WYLDcat on Enterprise will remain available until October 2023, but some features will be disabled before that time.

  • "Show my checkout history" will show charges on the checkout tab in Enterprise
  • "Record my checkout history" will keep track of charges on the patron record, but will not show them in Enterprise if the 'show charges' box is not also ticked  

In Workflows, there are two choices for the type of charge history to record: ALLCHARGES or


The WYLD office selected ALLCHARGES as the type of history to record, so staff should make sure to select ALLCHARGES when activating this feature on behalf of a patron, * as stated above, the default for registering new patrons is NOHISTORY. 

To enable Charge History for patrons in Enterprise a setting must be changed in Enterprise admin. (Contact the WYLD office if you do not have an Enterprise admin account and you would like this feature enabled). Go to Manage Profiles > Configuration > My Account Settings > Checkout Options.



Check both boxes - "Include 'Show my checkout history' in Preferences" and "Include 'Record my checkout history' in preferences". 


Removing Charge History


Although patrons can uncheck the box to record their charge history, this does not remove their charge history from the system. To completely remove a charge history, library staff must run the Purge Charge History report in the Circulation group of reports.  This report lives in the Circcustom group.   Select the “Purge single user charge history” and click “Setup and Schedule”. Click on the User IDs tab and enter the patron barcode in the User IDs field. Select the Update Option tab and check the “Update database records” check box.  Select “Run now” at the bottom of the screen.

Removing a Patron with Charge History

Before you remove a user with a charge history, right-click on the Remove User wizard to open up the properties window. On the Behavior tab, make sure the "Prompt before removing charge history" checkbox is selected. If you do not select this property, you will receive the message "The user has charge history records can not remove", and you will be unable to remove this account.

  • Open the Remove User wizard.
  • Search for the user you want to remove using the User Search helper or enter/scan the user barcode in the "User ID" field.    
  • A "User Information" screen will appear. After reviewing the user's information, select the button "Remove User."
  • The follow message will appear: "The user has charge history records. If you continue to remove the user, the charge history records will also be removed."
  • Select "Display History" to view the user's charge history before removing, or   
  • "Remove User" to delete the user's charge history records and delete the user account.