[Evergreen-general] [External] Re: Claims Returned Item Status?

Fri Jan 26 14:35:14 EST 2024

Thank you!

William C. Szwagiel
NC Cardinal Project Manager
State Library of North Carolina
william.szwagiel at dncr.nc.gov<mailto: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.

From: Evergreen-general <evergreen-general-bounces at list.evergreen-ils.org> On Behalf Of John Amundson via Evergreen-general
Sent: Friday, January 26, 2024 2:33 PM
To: Evergreen Discussion Group <evergreen-general at list.evergreen-ils.org>
Cc: John Amundson <jamundson at cwmars.org>
Subject: [External] Re: [Evergreen-general] Claims Returned Item Status?

CAUTION: External email. Do not click links or open attachments unless verified. Report suspicious emails with the Report Message button located on your Outlook menu bar on the Home tab.

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

[Image removed by sender.]

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

________________________________

[Image removed by sender. icon]jamundson at cwmars.org<mailto:jamundson at cwmars.org> | [Image removed by sender. icon] www.cwmars.org<https://www.cwmars.org/>

[Image removed by sender. 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<mailto: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<mailto: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<mailto: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<mailto:evergreen-general at list.evergreen-ils.org>>
To: "Evergreen-general" <evergreen-general at list.evergreen-ils.org<mailto:evergreen-general at list.evergreen-ils.org>>
Cc: "Szwagiel, Will" <william.szwagiel at dncr.nc.gov<mailto: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<mailto: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.

_______________________________________________
Evergreen-general mailing list
Evergreen-general at list.evergreen-ils.org<mailto:Evergreen-general at list.evergreen-ils.org>
http://list.evergreen-ils.org/cgi-bin/mailman/listinfo/evergreen-general

_______________________________________________
Evergreen-general mailing list
Evergreen-general at list.evergreen-ils.org<mailto:Evergreen-general at list.evergreen-ils.org>
http://list.evergreen-ils.org/cgi-bin/mailman/listinfo/evergreen-general
_______________________________________________
Evergreen-general mailing list
Evergreen-general at list.evergreen-ils.org<mailto:Evergreen-general at list.evergreen-ils.org>
http://list.evergreen-ils.org/cgi-bin/mailman/listinfo/evergreen-general
-------------- next part --------------
An HTML attachment was scrubbed...
URL: <http://list.evergreen-ils.org/pipermail/evergreen-general/attachments/20240126/15db4580/attachment-0001.htm>
-------------- next part --------------
A non-text attachment was scrubbed...
Name: ~WRD0001.jpg
Type: image/jpeg
Size: 823 bytes
Desc: ~WRD0001.jpg
URL: <http://list.evergreen-ils.org/pipermail/evergreen-general/attachments/20240126/15db4580/attachment-0001.jpg>