LOST-CLAIM: Difference between revisions
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==Marking items LOST-CLAIM== | ==Marking items User Claims Lost (LOST-CLAIM)== | ||
This procedure is to occur when a patron tells the library that they have lost an item. | This procedure is to occur when a patron tells the library that they have lost an item. | ||
Staff should refer to their branch’s procedures (encourage patron to look for the items, renew item if possible, etc.). However, if the patron believes that | Staff should refer to their branch’s procedures (encourage patron to look for the items, renew item if possible, etc.). However, if the patron believes that they have lost the item, staff should initiate the procedure below. | ||
This procedure is only used if the patron does not have a LOST bill for the item as a result of the 3rd Overdue process. | This procedure is only used if the patron does not have a LOST bill for the item as a result of the 3rd Overdue process. | ||
*'''Do not discharge the item.''' | *'''Do not discharge the item.''' | ||
*Confirm in the patron’s account that a LOST bill has not already been issued. | *Confirm in the patron’s account that a LOST bill has not already been issued. (If so, then just perform Pay Bills procedure). | ||
*In the Circulation module, in the Items section, use User Claims Lost. | *In the Circulation module, in the Items section, use User Claims Lost. | ||
*Either enter the Item ID, or use the User Checkouts search feature at the top of the form. | *Either enter the Item ID, or use the User Checkouts search feature at the top of the form. | ||
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**'''Cancel Lost Item Bill''' - Do not use! The LOST-CLAIM process has already begun "behind the scenes" for this item. | **'''Cancel Lost Item Bill''' - Do not use! The LOST-CLAIM process has already begun "behind the scenes" for this item. | ||
After the patron pays the Lost Item bill, it is customary to Cancel | No Overdue bill is generated for this checkout period. After the patron pays the Lost Item bill, it is customary to Cancel any other Overdue Bills for this item. | ||
As a result of the above process, the system will: | As a result of the above process, the system will: | ||
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*Shadow the item in the catalog to prevent holds from being placed on this item. | *Shadow the item in the catalog to prevent holds from being placed on this item. | ||
*Change item’s current location from CHECKEDOUT to LOST-CLAIM. | *Change item’s current location from CHECKEDOUT to LOST-CLAIM. | ||
* | *Remove the item from the patron account (if paid) or change the charge to an inactive checkout (if not paid). | ||
The Branch manager will be notified by monthly report and will decide if item will be replaced. If not, an IT monthly procedure will remove the item from the catalog. | The Branch manager will be notified by monthly report and will decide if item will be replaced. If not, an IT monthly procedure will remove the item from the catalog. | ||
Revision as of 20:31, 28 April 2016
Marking items User Claims Lost (LOST-CLAIM)
This procedure is to occur when a patron tells the library that they have lost an item.
Staff should refer to their branch’s procedures (encourage patron to look for the items, renew item if possible, etc.). However, if the patron believes that they have lost the item, staff should initiate the procedure below.
This procedure is only used if the patron does not have a LOST bill for the item as a result of the 3rd Overdue process.
- Do not discharge the item.
- Confirm in the patron’s account that a LOST bill has not already been issued. (If so, then just perform Pay Bills procedure).
- In the Circulation module, in the Items section, use User Claims Lost.
- Either enter the Item ID, or use the User Checkouts search feature at the top of the form.
- Click the Mark Item Lost button.
- The Billing for Lost Item / Processing Fee screen appears
- The Lost Item dollar amount comes from the item record. If there is no price in the item record, the system default price appears. If the system default price doesn’t seem appropriate, seek guidance from a superior.
- The Processing Fee should remain blank.
- Bill User - Click if the patron is going to pay later.
- Pay Now - Be sure to set the Payment Type appropriately first!
- Cancel Lost Item Bill - Do not use! The LOST-CLAIM process has already begun "behind the scenes" for this item.
No Overdue bill is generated for this checkout period. After the patron pays the Lost Item bill, it is customary to Cancel any other Overdue Bills for this item.
As a result of the above process, the system will:
- Generate a LOST bill for the patron (and mark it as paid if applicable).
- Shadow the item in the catalog to prevent holds from being placed on this item.
- Change item’s current location from CHECKEDOUT to LOST-CLAIM.
- Remove the item from the patron account (if paid) or change the charge to an inactive checkout (if not paid).
The Branch manager will be notified by monthly report and will decide if item will be replaced. If not, an IT monthly procedure will remove the item from the catalog.