[Evergreen-general] Claims Returned Item Status?

Fri Jan 26 14:32:40 EST 2024

Hi, William:

CW MARS using a status for this that we call "Claimed Returned".

Some more answers below:

Claims Returned item status:

1.    Does the circulation remain open (still checked out to the patron)
Yes and No. As far as the patron is concerned, it's returned, but it does
stay open in the database, and is still accessible from the patron's record
in the staff client.

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

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

This is also where it appears for us.

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.

Our patrons can't see their currently claimed returned material. Only staff
can. This may be the default behavior.

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.

In addition to the transaction still being accessible on the patron's
record, staff can also run reports directly on the "Claimed Returned"
status.

Hope this is helpful!

John

John Amundson (he/him/his)
Library Applications Supervisor, C/W MARS, Inc.

------------------------------

[image: icon] jamundson at cwmars.org | [image: icon]www.cwmars.org

[image: icon] 508-755-3323 x1

On Fri, Jan 26, 2024 at 2:26 PM Diane Disbro via Evergreen-general <
evergreen-general at list.evergreen-ils.org> wrote:

> We don't use Claims Returned/Claims Never Checked Out. Patrons see those
> items in their online account and call to say, "I told you I returned
> that."
>
> After the patron and library have made a thorough search, we will forgive
> a Claim one time. We mark the item Lost (if it hasn't already gone to
> bills) then use the payment type Forgive so that we have a record of what
> happened. The item is now in Lost status so it isn't holdable and will be
> deleted according to our timeline. If the patron makes another Claim, we
> gently explain that we have already forgiven one Claim and can't forgive
> another. The patron needs to pay the bill.
>
> Diane Disbro
> Pronouns: she/her
> Circulation Coordinator
> Scenic Regional Library
> 251 Union Plaza Drive
> Union, MO 63084
> (636) 583-0652 ext  110
> ddisbro at scenicregional.or <ddisbro at scenicregional.org>
>
>
>
> On Fri, Jan 26, 2024 at 1:15 PM Daniel Guarracino via Evergreen-general <
> evergreen-general at list.evergreen-ils.org> wrote:
>
>> 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
>>
>> william.szwagiel at dncr.nc.gov | 919.814.6721
>>
>> 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.*
>>
>>
>>
>> ------------------------------
>>
>> Email correspondence to and from this address may be subject to the North
>> Carolina Public Records Law and may be disclosed to third parties by an
>> authorized state official.
>>
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