circ:circulation:lost
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circ:circulation:lost [2018/02/26 19:26] – [Claims Returned Items] tmccanna | circ:circulation:lost [2024/01/19 15:52] (current) – smorrison | ||
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====== Item Statuses and Actions ====== | ====== Item Statuses and Actions ====== | ||
+ | For complete list of possible statuses, see: [[https:// | ||
===== Available ===== | ===== Available ===== | ||
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Libraries may choose to assess a processing fee of up to $10 per item for item damage on their own items (this is set in the Library Settings Editor). If the damage is assessed after the item has been checked in, a damaged bill may be added to the patron account manually. | Libraries may choose to assess a processing fee of up to $10 per item for item damage on their own items (this is set in the Library Settings Editor). If the damage is assessed after the item has been checked in, a damaged bill may be added to the patron account manually. | ||
+ | |||
+ | Marking an item Damaged will //not// void overdue charges. If the patron is being billed the full price of an item, the library may choose to manually void overdues. | ||
See [[circ: | See [[circ: | ||
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- Once you have made your selection, click Submit. | - Once you have made your selection, click Submit. | ||
- | {{ : | + | [{{ : |
- | If the damaged item belongs to another library, you may mark it damaged with No Charge so that it will return to its owning library and cannot be captured by a hold. If you do so, be sure to put a note on the physical item explaining that you have marked it damaged but have not charged for it so that it will be routed to the appropriate department at the owning library. The owning library may then go through the steps to mark it damaged a second time, and choose the fee they wish to apply. | + | If the damaged item belongs to another library, you may mark it damaged with No Charge so that it will return to its owning library and cannot be captured by a hold. If you do so, be sure to include |
+ | Libraries should never use tape to attach notes to directly books [2019.09]. | ||
+ | ===== Discard/ | ||
+ | |||
+ | Beginning January 2019, Circulation staff may now change items to a Discard/ | ||
+ | |||
+ | * More information is available at: [[cat: | ||
===== In Process ===== | ===== In Process ===== | ||
- | A new item has been purchased by a library but is not yet available for checkout. | + | Items in this status have been cataloged and are awaiting check in at the circulation library, which makes item active. Items in process can be placed on hold. If patron |
===== In Transit ===== | ===== In Transit ===== | ||
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===== Long Overdue Items ===== | ===== Long Overdue Items ===== | ||
- | Items that are overdue for longer than 180 days are automatically changed to a status of LONG OVERDUE (unless the patron has been flagged for collections). The price of the item, plus an optional processing fee of up to $10 (set per library in the Library Settings Editor), is applied to the patron’s | + | Items that are overdue for longer than 3 months |
See [[circ: | See [[circ: | ||
- | If the patron finds the item and returns it within 6 months of payment, the system will void the item price and re-apply the overdue fines that had been previously voided. The system will not void processing fees. | + | If the patron finds the item and returns it within 6 months |
- | Historical Note: The PINES Executive Committee agreed upon a Long Overdue policy in May of 2006 [2006.05], but the system was not capable of automating it at the time. Implementation of this feature occurred October 2014 and eligible items for the previous three years were marked Long Overdue. | + | //* Although the PINES Executive Committee approved the policy of automatically refunding a payment based on the payment date, the software only automates this action based on the item's due date. If an item is paid for and then returned more than 6 months after the due date, the library may refund the amount following local procedures.// |
+ | |||
+ | If the patron has not paid for the item, but finds and returns it within 6 months (180 days), the system will void the item price and re-apply the overdue fines that had been previously voided. The system will not void processing fees. | ||
+ | |||
+ | If the patron has not paid for the item, and finds and returns it after 6 months (180 days), the system will not void the item price and the overdue fines that had been previously voided will not be reinstated. The system will not void processing fees. | ||
+ | |||
+ | It the patron is flagged for collections, | ||
+ | |||
+ | //Historical Note: The PINES Executive Committee agreed upon a Long Overdue policy in May of 2006 [2006.05], but the system was not capable of automating it at the time. Implementation of this feature occurred October 2014 and eligible items for the previous three years were marked Long Overdue.// | ||
+ | |||
+ | // | ||
+ | |||
+ | **Long Overdue Items Report** | ||
+ | |||
+ | //Shared Folders > Templates > ddale > Helpdesk Request > Collection Maintenance > Lost or Long Overdue and Paid Item List// | ||
+ | |||
+ | **Payment for Long Overdue Items** | ||
+ | |||
+ | Bills for outstanding Long Overdue items are highlighted in yellow-orange. If a Long Overdue item is paid for at a different library than the owning library, the payment amount may be kept by the payment library unless the owning library sends an invoice for reimbursal within 90 days. Note that the item will stay in the Other/ | ||
+ | |||
+ | **See Also:**\\ | ||
+ | //Note: These documents were created at the time Long Overdue was implemented when the process was triggered at 6 months. The process is now triggered at 3 months, but is otherwise unchanged.// | ||
+ | * {{ : | ||
+ | * {{ : | ||
===== Lost Items ===== | ===== Lost Items ===== | ||
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If an item has been marked lost that has not been paid for is returned within 180 days, Evergreen will automatically void the item’s cost and reinstate any overdue fines that had previously been voided when the item was marked lost. The system will not void processing fees. | If an item has been marked lost that has not been paid for is returned within 180 days, Evergreen will automatically void the item’s cost and reinstate any overdue fines that had previously been voided when the item was marked lost. The system will not void processing fees. | ||
+ | |||
+ | Bills for Lost items are highlighted in red on the bills screen. Note that the item will stay in the Other/ | ||
+ | |||
+ | <note important> | ||
**Refunds on Lost and Long Overdue Items** | **Refunds on Lost and Long Overdue Items** | ||
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Missing is a status assigned to items which show as available in the library catalog, but which are not found on the shelf. | Missing is a status assigned to items which show as available in the library catalog, but which are not found on the shelf. | ||
+ | |||
+ | ===== Missing Pieces ===== | ||
+ | |||
+ | If an item is returned with pieces missing (e.g., a DVD set is missing a disc), the item can be marked as such. To mark an item as having missing pieces: | ||
+ | |||
+ | - Go to **Circulation > Scan Item as Missing Pieces**. | ||
+ | - Scan the item barcode. | ||
+ | - Click **Mark Item as Missing Pieces**. \\ {{: | ||
+ | - A print dialog box will automatically appear to print a slip, which includes the timestamp, item barcode, transaction ID, and item title. This can be printed to keep with the item. | ||
+ | - A pop-up for **Apply Standing Penalty / Message** will also appear. Choose the **Penalty Type** and input a note for the patron' | ||
+ | - In the initials field, input your first initial, last name, branch, and date. (ex: SMorrison STATELIB-A 1.19.23). | ||
+ | - Click **OK**. \\ {{: | ||
+ | - The note/ | ||
+ | - A letter is generated that can be edited and mailed to the patron. To print, click **Print Letter**. \\ {{: | ||
+ | - If any subsequent items need to be marked as missing pieces, click **Reset Form** and repeat the steps above. \\ {{: | ||
+ | |||
+ | < | ||
===== On Holds Shelf ===== | ===== On Holds Shelf ===== |
circ/circulation/lost.1519673216.txt.gz · Last modified: 2018/10/11 20:15 (external edit)