[Evergreen-general] Claims Returned Item Status?

[Daniel Guarracino]

Hi William, 

We are in the process of potentially changing our approach to these items. Currently, our items marked as Claims Returned have their status set to Missing. We've done so for at least ten years. 

We've received some feedback recently from some of our libraries that this can cause confusion because these items are sort of a "special" kind of Missing. Some of our libraries delete items marked Missing after a year or two but have found that deleting these items (marked Missing because they had been marked Claims Returned) causes some problems. For example, the circulation remains on the patron's Other/Special Circulations tab even after the item is deleted. 

So, we've tested out using a new status for these items instead and are in the process of discussing the change with our member library directors. My understanding from testing a new status is that the status doesn't change the behavior of the circulation at all; the circ will still remain open and will still display on the Other/Special Circulations tab. 

Dan 

-- 
Daniel Guarracino 
Automation Services Librarian 
OWWL Library System 
2557 State Route 21 
Canandaigua, NY 14424 
585.394.8260 x1104 


From: "Evergreen-general" <evergreen-general at list.evergreen-ils.org> 
To: "Evergreen-general" <evergreen-general at list.evergreen-ils.org> 
Cc: "Szwagiel, Will" <william.szwagiel at dncr.nc.gov> 
Sent: Friday, January 26, 2024 1:35:17 PM 
Subject: [Evergreen-general] Claims Returned Item Status? 



Good afternoon, 



Currently NC Cardinal does not have a value set up at the consortium level for the Claim Return Copy Status, so a claims returned item remains in the Checked Out item status. As a result, patrons are still able to view the item in the catalog and place holds on it. We are looking at potentially transitioning this item status to Missing or otherwise creating an entirely new, separate item status. 



I wanted to see how other libraries might have handled a similar situation. Do you set a specific value for Claim Return? 



Or if you created a completely separate item status, one library staff member posed these questions: 



Claims Returned item status: 

1. Does the circulation remain open (still checked out to the patron) 

2. If the circ remains open, where can staff find that information? 

1. Right now, it appears in Items Out > Other/Special Circulations 

3. If staff can see that information, can it be set up so that patrons can’t see it? If patrons can see it, they will be alarmed that they still see this checkout, even though it is technically been forgiven. 

4. Staff will need to be able to retrieve that information because we give each patron one claim returned. There are often repeat offenders with this. 



We see Missing status as items that have been stolen or misplaced. We leave items in Missing status for one year and then we delete them from the catalog. Using Missing status for claims returned will eliminate any paper trail for claims returned items. 



Any ideas or suggestions would be greatly appreciated. 



Thank you. 



William C. Szwagiel 

NC Cardinal Project Manager 

State Library of North Carolina 

[ mailto:william.szwagiel at dncr.nc.gov | william.szwagiel at dncr.nc.gov ] | 919.814.6721 

[ https://statelibrary.ncdcr.gov/services-libraries/nc-cardinal | https://statelibrary.ncdcr.gov/services-libraries/nc-cardinal ] 

109 East Jones Street | 4640 Mail Service Center 

Raleigh, North Carolina 27699-4600 

The State Library is part of the NC Department of Natural & Cultural Resources. 

Email correspondence to and from this address is subject to the North Carolina Public Records Law and may be disclosed to third parties. 





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