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<p class="MsoNormal">Thank you!<o:p></o:p></p>
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<p class="MsoNormal"><b><span style="font-size:12.0pt;font-family:"Arial",sans-serif;color:black;mso-ligatures:standardcontextual">William C. Szwagiel</span></b><b><span style="font-size:12.0pt;font-family:"Arial",sans-serif;color:black"><o:p></o:p></span></b></p>
<p class="MsoNormal"><span style="font-size:10.0pt;font-family:"Arial",sans-serif;color:black;mso-ligatures:standardcontextual">NC Cardinal Project Manager<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:10.0pt;font-family:"Arial",sans-serif;color:black;mso-ligatures:standardcontextual">State Library of North Carolina<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:10.0pt;font-family:"Arial",sans-serif;color:black;mso-ligatures:standardcontextual"><a href="mailto:william.szwagiel@dncr.nc.gov"><span style="color:#0563C1">william.szwagiel@dncr.nc.gov</span></a> | 919.814.6721<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:10.0pt;font-family:"Arial",sans-serif;color:black;mso-ligatures:standardcontextual"><a href="https://statelibrary.ncdcr.gov/services-libraries/nc-cardinal"><span style="color:#0563C1">https://statelibrary.ncdcr.gov/services-libraries/nc-cardinal</span></a><o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:10.0pt;font-family:"Arial",sans-serif;color:black;mso-ligatures:standardcontextual">109 East Jones Street | 4640 Mail Service Center
<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:10.0pt;font-family:"Arial",sans-serif;color:black;mso-ligatures:standardcontextual">Raleigh, North Carolina 27699-4600<o:p></o:p></span></p>
<p class="MsoNormal" style="margin-top:6.0pt"><span style="font-size:10.0pt;font-family:"Arial",sans-serif;mso-ligatures:standardcontextual">The State Library is part of the NC Department of Natural & Cultural Resources.<o:p></o:p></span></p>
<p class="MsoNormal"><i><span style="font-size:10.0pt;font-family:"Arial",sans-serif;color:black;mso-ligatures:standardcontextual">Email correspondence to and from this address is subject to the North Carolina Public Records Law and may be disclosed to third
parties.</span></i><span style="font-size:10.0pt;font-family:"Arial",sans-serif;mso-ligatures:standardcontextual"><o:p></o:p></span></p>
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<p class="MsoNormal"><b>From:</b> Evergreen-general <evergreen-general-bounces@list.evergreen-ils.org>
<b>On Behalf Of </b>John Amundson via Evergreen-general<br>
<b>Sent:</b> Friday, January 26, 2024 2:33 PM<br>
<b>To:</b> Evergreen Discussion Group <evergreen-general@list.evergreen-ils.org><br>
<b>Cc:</b> John Amundson <jamundson@cwmars.org><br>
<b>Subject:</b> [External] Re: [Evergreen-general] Claims Returned Item Status?<o:p></o:p></p>
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<p class="MsoNormal" style="line-height:12.0pt;background:#FFEB9C"><b><span style="font-size:10.0pt;color:red">CAUTION:</span></b><span style="font-size:10.0pt;color:black"> 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.<o:p></o:p></span></p>
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<p class="MsoNormal"><span style="font-size:12.0pt;font-family:"Arial",sans-serif;color:black">Hi, William:<o:p></o:p></span></p>
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<p class="MsoNormal"><span style="font-size:12.0pt;font-family:"Arial",sans-serif;color:black">CW MARS using a status for this that we call "Claimed Returned". <o:p></o:p></span></p>
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<p class="MsoNormal"><span style="font-size:12.0pt;font-family:"Arial",sans-serif;color:black">Some more answers below:<o:p></o:p></span></p>
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<span style="font-size:13.5pt;font-family:"Segoe UI",sans-serif;color:#283C46">Claims Returned item status:</span><span style="font-size:12.0pt;font-family:"Arial",sans-serif;color:#222222"><o:p></o:p></span></p>
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<span style="font-size:13.5pt;font-family:"Segoe UI",sans-serif;color:#283C46">1.</span><span style="font-size:7.0pt;font-family:"Times New Roman",serif;color:#283C46"> </span><span style="font-size:13.5pt;font-family:"Segoe UI",sans-serif;color:#283C46">Does
the circulation remain open (still checked out to the patron)<br>
</span><span style="font-size:12.0pt;font-family:"Arial",sans-serif;color:black">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.<o:p></o:p></span></p>
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<span style="font-size:12.0pt;font-family:"Arial",sans-serif;color:black"><o:p> </o:p></span></p>
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<span style="font-size:13.5pt;font-family:"Segoe UI",sans-serif;color:#283C46">2.</span><span style="font-size:7.0pt;font-family:"Times New Roman",serif;color:#283C46"> </span><span style="font-size:13.5pt;font-family:"Segoe UI",sans-serif;color:#283C46">If
the circ remains open, where can staff find that information?</span><span style="font-size:12.0pt;font-family:"Arial",sans-serif;color:#222222"><o:p></o:p></span></p>
<p class="MsoNormal" style="mso-margin-top-alt:auto;margin-left:120.0pt;background-image:initial;background-position:initial;background-size:initial;background-repeat:initial;background-origin:initial;background-clip:initial">
<span style="font-size:13.5pt;font-family:"Segoe UI",sans-serif;color:#283C46">1.</span><span style="font-size:7.0pt;font-family:"Times New Roman",serif;color:#283C46"> </span><span style="font-size:13.5pt;font-family:"Segoe UI",sans-serif;color:#283C46">Right
now, it appears in Items Out > Other/Special Circulations</span><span style="font-size:12.0pt;font-family:"Arial",sans-serif;color:#222222"><o:p></o:p></span></p>
<p class="MsoNormal" style="mso-margin-top-alt:auto;margin-left:120.0pt;background-image:initial;background-position:initial;background-size:initial;background-repeat:initial;background-origin:initial;background-clip:initial">
<span style="font-size:12.0pt;font-family:"Arial",sans-serif;color:black">This is also where it appears for us.</span><span style="font-size:12.0pt;font-family:"Arial",sans-serif;color:#222222"><o:p></o:p></span></p>
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<span style="font-size:12.0pt;font-family:"Arial",sans-serif;color:#222222"><o:p> </o:p></span></p>
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<span style="font-size:13.5pt;font-family:"Segoe UI",sans-serif;color:#283C46">3.</span><span style="font-size:7.0pt;font-family:"Times New Roman",serif;color:#283C46"> </span><span style="font-size:13.5pt;font-family:"Segoe UI",sans-serif;color:#283C46">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.</span><span style="font-size:12.0pt;font-family:"Arial",sans-serif;color:#222222"><o:p></o:p></span></p>
<p class="MsoNormal" style="mso-margin-top-alt:auto;margin-left:60.0pt;background-image:initial;background-position:initial;background-size:initial;background-repeat:initial;background-origin:initial;background-clip:initial">
<span style="font-size:12.0pt;font-family:"Arial",sans-serif;color:black">Our patrons can't see their currently claimed returned material. Only staff can. This may be the default behavior.</span><span style="font-size:12.0pt;font-family:"Arial",sans-serif;color:#222222"><o:p></o:p></span></p>
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<span style="font-size:12.0pt;font-family:"Arial",sans-serif;color:#222222"><o:p> </o:p></span></p>
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<span style="font-size:13.5pt;font-family:"Segoe UI",sans-serif;color:#283C46">4.</span><span style="font-size:7.0pt;font-family:"Times New Roman",serif;color:#283C46"> </span><span style="font-size:13.5pt;font-family:"Segoe UI",sans-serif;color:#283C46">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.</span><span style="font-size:12.0pt;font-family:"Arial",sans-serif;color:#222222"><o:p></o:p></span></p>
<p class="MsoNormal" style="mso-margin-top-alt:auto;margin-left:60.0pt;background-image:initial;background-position:initial;background-size:initial;background-repeat:initial;background-origin:initial;background-clip:initial">
<span style="font-size:12.0pt;font-family:"Arial",sans-serif;color:black">In addition to the transaction still being accessible on the patron's record, staff can also run reports directly on the "Claimed Returned" status.</span><span style="font-size:12.0pt;font-family:"Arial",sans-serif;color:#222222"><o:p></o:p></span></p>
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<span style="font-size:12.0pt;font-family:"Arial",sans-serif;color:#222222"><o:p> </o:p></span></p>
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<p class="MsoNormal"><span style="font-size:12.0pt;font-family:"Arial",sans-serif;color:black">Hope this is helpful!<o:p></o:p></span></p>
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<p class="MsoNormal"><span style="font-size:12.0pt;font-family:"Arial",sans-serif;color:black">John<o:p></o:p></span></p>
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<p style="margin:0in"><b><span style="font-size:12.0pt;font-family:"Lucida Sans",sans-serif;color:#16416F">John Amundson</span></b><b><span style="font-size:13.5pt;font-family:"Lucida Sans",sans-serif;color:#16416F">
</span></b><span style="font-size:10.0pt;font-family:"Lucida Sans",sans-serif;color:#16416F">(he/him/his)</span><span style="font-size:13.5pt;font-family:"Lucida Sans",sans-serif;color:#16416F"><br>
</span><span style="font-size:10.0pt;font-family:"Lucida Sans",sans-serif;color:#212121">Library Applications Supervisor, C/W MARS, Inc.</span><o:p></o:p></p>
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<p style="margin:1.0pt;line-height:0%"><span style="font-size:9.0pt;font-family:"Lucida Sans",sans-serif;color:black;border:none windowtext 1.0pt;padding:0in"><img border="0" width="20" height="20" style="width:.2083in;height:.2083in" id="Picture_x0020_3" src="cid:~WRD0001.jpg" alt="Image removed by sender. icon"></span><a href="mailto:jamundson@cwmars.org" target="_blank"><span style="font-size:9.0pt;font-family:"Lucida Sans",sans-serif;color:#1155CC">jamundson@cwmars.org</span></a><b><span style="font-size:9.0pt;font-family:"Lucida Sans",sans-serif;color:black">
| </span></b><b><span style="font-size:9.0pt;font-family:"Lucida Sans",sans-serif;color:black;border:none windowtext 1.0pt;padding:0in"><img border="0" width="20" height="20" style="width:.2083in;height:.2083in" id="Picture_x0020_4" src="cid:~WRD0001.jpg" alt="Image removed by sender. icon"></span></b><a href="https://www.cwmars.org/" target="_blank"><span style="font-size:9.0pt;font-family:"Lucida Sans",sans-serif;color:#212121">www.cwmars.org</span></a><o:p></o:p></p>
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<b><span style="font-size:9.0pt;font-family:"Lucida Sans",sans-serif;color:black;border:none windowtext 1.0pt;padding:0in"><img border="0" width="20" height="20" style="width:.2083in;height:.2083in" id="Picture_x0020_5" src="cid:~WRD0001.jpg" alt="Image removed by sender. icon"></span></b><span style="font-size:9.0pt;font-family:"Lucida Sans",sans-serif;color:black">508-755-3323
x1</span><o:p></o:p></p>
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<p class="MsoNormal">On Fri, Jan 26, 2024 at 2:26 PM Diane Disbro via Evergreen-general <<a href="mailto:evergreen-general@list.evergreen-ils.org">evergreen-general@list.evergreen-ils.org</a>> wrote:<o:p></o:p></p>
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<p class="MsoNormal">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."
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<p class="MsoNormal">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.<o:p></o:p></p>
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<p class="MsoNormal"><span style="font-family:"Arial Black",sans-serif">Diane Disbro</span><o:p></o:p></p>
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<p class="MsoNormal">Pronouns: she/her<o:p></o:p></p>
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<p class="MsoNormal">Circulation Coordinator<o:p></o:p></p>
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<p class="MsoNormal">Scenic Regional Library<o:p></o:p></p>
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<p class="MsoNormal">(636) 583-0652 ext 110<o:p></o:p></p>
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<p class="MsoNormal"><span style="font-family:Raleway;color:black"><a href="mailto:ddisbro@scenicregional.org" target="_blank">ddisbro@scenicregional.or</a></span><o:p></o:p></p>
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<p class="MsoNormal">On Fri, Jan 26, 2024 at 1:15 PM Daniel Guarracino via Evergreen-general <<a href="mailto:evergreen-general@list.evergreen-ils.org" target="_blank">evergreen-general@list.evergreen-ils.org</a>> wrote:<o:p></o:p></p>
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<p class="MsoNormal"><span style="font-family:"Arial",sans-serif;color:black">Hi William,<o:p></o:p></span></p>
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<p class="MsoNormal"><span style="font-family:"Arial",sans-serif;color:black">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.<o:p></o:p></span></p>
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<p class="MsoNormal"><span style="font-family:"Arial",sans-serif;color:black">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.<o:p></o:p></span></p>
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<p class="MsoNormal"><span style="font-family:"Arial",sans-serif;color:black">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.<o:p></o:p></span></p>
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<p class="MsoNormal"><span style="font-family:"Arial",sans-serif;color:black">Dan<o:p></o:p></span></p>
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<p class="MsoNormal"><span style="font-family:"Arial",sans-serif;color:black">--<br>
Daniel Guarracino<br>
Automation Services Librarian<br>
OWWL Library System<br>
2557 State Route 21<br>
Canandaigua, NY 14424<br>
585.394.8260 x1104<o:p></o:p></span></p>
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<p class="MsoNormal"><b><span style="font-family:"Arial",sans-serif;color:black">From:
</span></b><span style="font-family:"Arial",sans-serif;color:black">"Evergreen-general" <<a href="mailto:evergreen-general@list.evergreen-ils.org" target="_blank">evergreen-general@list.evergreen-ils.org</a>><br>
<b>To: </b>"Evergreen-general" <<a href="mailto:evergreen-general@list.evergreen-ils.org" target="_blank">evergreen-general@list.evergreen-ils.org</a>><br>
<b>Cc: </b>"Szwagiel, Will" <<a href="mailto:william.szwagiel@dncr.nc.gov" target="_blank">william.szwagiel@dncr.nc.gov</a>><br>
<b>Sent: </b>Friday, January 26, 2024 1:35:17 PM<br>
<b>Subject: </b>[Evergreen-general] Claims Returned Item Status?<o:p></o:p></span></p>
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<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto"><span style="font-family:"Arial",sans-serif;color:black">Good afternoon,<o:p></o:p></span></p>
<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto"><span style="font-family:"Arial",sans-serif;color:black"> <o:p></o:p></span></p>
<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto"><span style="font-family:"Arial",sans-serif;color:black">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.<o:p></o:p></span></p>
<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto"><span style="font-family:"Arial",sans-serif;color:black"> <o:p></o:p></span></p>
<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto"><span style="font-family:"Arial",sans-serif;color:black">I wanted to see how other libraries might have handled a similar situation. Do you set a specific value for Claim Return?<o:p></o:p></span></p>
<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto"><span style="font-family:"Arial",sans-serif;color:black"> <o:p></o:p></span></p>
<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto"><span style="font-family:"Arial",sans-serif;color:black">Or if you created a completely separate item status, one library staff member posed these questions:<o:p></o:p></span></p>
<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto"><span style="font-family:"Arial",sans-serif;color:black"> <o:p></o:p></span></p>
<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto;background:white">
<span style="font-size:13.5pt;font-family:"Segoe UI",sans-serif;color:#283C46">Claims Returned item status:</span><span style="font-family:"Arial",sans-serif;color:black"><o:p></o:p></span></p>
<p class="MsoNormal" style="mso-margin-top-alt:auto;margin-left:60.0pt;background:white">
<span style="font-size:13.5pt;font-family:"Segoe UI",sans-serif;color:#283C46">1.</span><span style="font-size:7.0pt;font-family:"Times New Roman",serif;color:#283C46">
</span><span style="font-size:13.5pt;font-family:"Segoe UI",sans-serif;color:#283C46">Does the circulation remain open (still checked out to the patron)</span><span style="font-family:"Arial",sans-serif;color:black"><o:p></o:p></span></p>
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<span style="font-size:13.5pt;font-family:"Segoe UI",sans-serif;color:#283C46">2.</span><span style="font-size:7.0pt;font-family:"Times New Roman",serif;color:#283C46">
</span><span style="font-size:13.5pt;font-family:"Segoe UI",sans-serif;color:#283C46">If the circ remains open, where can staff find that information?</span><span style="font-family:"Arial",sans-serif;color:black"><o:p></o:p></span></p>
<p class="MsoNormal" style="mso-margin-top-alt:auto;margin-left:120.0pt;background:white">
<span style="font-size:13.5pt;font-family:"Segoe UI",sans-serif;color:#283C46">1.</span><span style="font-size:7.0pt;font-family:"Times New Roman",serif;color:#283C46">
</span><span style="font-size:13.5pt;font-family:"Segoe UI",sans-serif;color:#283C46">Right now, it appears in Items Out > Other/Special Circulations</span><span style="font-family:"Arial",sans-serif;color:black"><o:p></o:p></span></p>
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<span style="font-size:13.5pt;font-family:"Segoe UI",sans-serif;color:#283C46">3.</span><span style="font-size:7.0pt;font-family:"Times New Roman",serif;color:#283C46">
</span><span style="font-size:13.5pt;font-family:"Segoe UI",sans-serif;color:#283C46">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.</span><span style="font-family:"Arial",sans-serif;color:black"><o:p></o:p></span></p>
<p class="MsoNormal" style="mso-margin-top-alt:auto;margin-left:60.0pt;background:white">
<span style="font-size:13.5pt;font-family:"Segoe UI",sans-serif;color:#283C46">4.</span><span style="font-size:7.0pt;font-family:"Times New Roman",serif;color:#283C46">
</span><span style="font-size:13.5pt;font-family:"Segoe UI",sans-serif;color:#283C46">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.</span><span style="font-family:"Arial",sans-serif;color:black"><o:p></o:p></span></p>
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<span style="font-size:13.5pt;font-family:"Segoe UI",sans-serif;color:#283C46"> </span><span style="font-family:"Arial",sans-serif;color:black"><o:p></o:p></span></p>
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<span style="font-size:13.5pt;font-family:"Segoe UI",sans-serif;color:#283C46">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.</span><span style="font-family:"Arial",sans-serif;color:black"><o:p></o:p></span></p>
<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto"><span style="font-family:"Arial",sans-serif;color:black"> <o:p></o:p></span></p>
<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto"><span style="font-family:"Arial",sans-serif;color:black">Any ideas or suggestions would be greatly appreciated.<o:p></o:p></span></p>
<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto"><span style="font-family:"Arial",sans-serif;color:black"> <o:p></o:p></span></p>
<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto"><span style="font-family:"Arial",sans-serif;color:black">Thank you.<o:p></o:p></span></p>
<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto"><span style="font-family:"Arial",sans-serif;color:black"> <o:p></o:p></span></p>
<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto"><b><span style="font-size:12.0pt;font-family:"Arial",sans-serif;color:black">William C. Szwagiel</span></b><span style="font-family:"Arial",sans-serif;color:black"><o:p></o:p></span></p>
<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto"><span style="font-size:10.0pt;font-family:"Arial",sans-serif;color:black">NC Cardinal Project Manager</span><span style="font-family:"Arial",sans-serif;color:black"><o:p></o:p></span></p>
<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto"><span style="font-size:10.0pt;font-family:"Arial",sans-serif;color:black">State Library of North Carolina</span><span style="font-family:"Arial",sans-serif;color:black"><o:p></o:p></span></p>
<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto"><span style="font-size:10.0pt;font-family:"Arial",sans-serif;color:black"><a href="mailto:william.szwagiel@dncr.nc.gov" target="_blank"><span style="color:#0563C1">william.szwagiel@dncr.nc.gov</span></a> |
919.814.6721</span><span style="font-family:"Arial",sans-serif;color:black"><o:p></o:p></span></p>
<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto"><span style="font-size:10.0pt;font-family:"Arial",sans-serif;color:black"><a href="https://statelibrary.ncdcr.gov/services-libraries/nc-cardinal" target="_blank"><span style="color:#0563C1">https://statelibrary.ncdcr.gov/services-libraries/nc-cardinal</span></a></span><span style="font-family:"Arial",sans-serif;color:black"><o:p></o:p></span></p>
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<p class="MsoNormal" style="margin-top:6.0pt;mso-margin-bottom-alt:auto"><span style="font-size:10.0pt;font-family:"Arial",sans-serif;color:black">The State Library is part of the NC Department of Natural & Cultural Resources.</span><span style="font-family:"Arial",sans-serif;color:black"><o:p></o:p></span></p>
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