<div dir="ltr">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." <div><br></div><div>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.</div><div><br clear="all"><div><div dir="ltr" class="gmail_signature" data-smartmail="gmail_signature"><div dir="ltr"><div dir="ltr"><div dir="ltr"><div dir="ltr"><div dir="ltr"><div dir="ltr"><div dir="ltr"><div dir="ltr"><div dir="ltr"><div dir="ltr"><div dir="ltr"><div dir="ltr"><div dir="ltr"><div dir="ltr"><div dir="ltr"><div dir="ltr"><div dir="ltr"><div dir="ltr"><div dir="ltr"><div dir="ltr"><div dir="ltr"><div dir="ltr"><font face="arial black, sans-serif">Diane Disbro</font></div><div dir="ltr"><div>Pronouns: she/her</div><div>Circulation Coordinator</div><div>Scenic Regional Library</div><div>251 Union Plaza Drive</div><div>Union, MO 63084</div><div>(636) 583-0652 ext 110</div><div><span style="font-family:Raleway"><font color="#000000"><a href="mailto:ddisbro@scenicregional.org" target="_blank">ddisbro@scenicregional.or</a></font></span></div><div><span style="font-family:Raleway"><font color="#000000"><br></font></span></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div><br></div></div><br><div class="gmail_quote"><div dir="ltr" class="gmail_attr">On Fri, Jan 26, 2024 at 1:15 PM Daniel Guarracino via Evergreen-general <<a href="mailto:evergreen-general@list.evergreen-ils.org">evergreen-general@list.evergreen-ils.org</a>> wrote:<br></div><blockquote class="gmail_quote" style="margin:0px 0px 0px 0.8ex;border-left:1px solid rgb(204,204,204);padding-left:1ex"><div><div style="font-family:arial,helvetica,sans-serif;font-size:11pt;color:rgb(0,0,0)"><div style="font-family:arial,helvetica,sans-serif;font-size:11pt;color:rgb(0,0,0)"><div>Hi William,</div><div><br></div><div>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.</div><div><br></div><div>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.</div><div><br></div><div>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.</div><div><br></div><div>Dan</div><div><br></div><div><div>--<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</div></div><br><hr id="m_-1647129304331250522zwchr"><div><b>From: </b>"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?<br></div><br><div>
<div>
<p class="MsoNormal">Good afternoon,</p>
<p class="MsoNormal"> </p>
<p class="MsoNormal">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.</p>
<p class="MsoNormal"> </p>
<p class="MsoNormal">I wanted to see how other libraries might have handled a similar situation. Do you set a specific value for Claim Return?</p>
<p class="MsoNormal"> </p>
<p class="MsoNormal">Or if you created a completely separate item status, one library staff member posed these questions:</p>
<p class="MsoNormal"> </p>
<p class="MsoNormal" style="background:white"><span style="font-size:13.5pt;font-family:"segoe ui",sans-serif;color:rgb(40,60,70)">Claims Returned item status:</span></p>
<p class="MsoNormal" style="margin-right:0in;margin-left:60pt;margin-bottom:0.0001pt;background:white">
<span style="font-size:13.5pt;font-family:"segoe ui",sans-serif;color:rgb(40,60,70)">1.<span style="font:7pt "times new roman"">
</span></span><span style="font-size:13.5pt;font-family:"segoe ui",sans-serif;color:rgb(40,60,70)">Does the circulation remain open (still checked out to the patron)</span></p>
<p class="MsoNormal" style="margin-right:0in;margin-left:60pt;margin-bottom:0.0001pt;background:white">
<span style="font-size:13.5pt;font-family:"segoe ui",sans-serif;color:rgb(40,60,70)">2.<span style="font:7pt "times new roman"">
</span></span><span style="font-size:13.5pt;font-family:"segoe ui",sans-serif;color:rgb(40,60,70)">If the circ remains open, where can staff find that information?</span></p>
<p class="MsoNormal" style="margin-right:0in;margin-left:120pt;margin-bottom:0.0001pt;background:white">
<span style="font-size:13.5pt;font-family:"segoe ui",sans-serif;color:rgb(40,60,70)">1.<span style="font:7pt "times new roman"">
</span></span><span style="font-size:13.5pt;font-family:"segoe ui",sans-serif;color:rgb(40,60,70)">Right now, it appears in Items Out > Other/Special Circulations</span></p>
<p class="MsoNormal" style="margin-right:0in;margin-left:60pt;margin-bottom:0.0001pt;background:white">
<span style="font-size:13.5pt;font-family:"segoe ui",sans-serif;color:rgb(40,60,70)">3.<span style="font:7pt "times new roman"">
</span></span><span style="font-size:13.5pt;font-family:"segoe ui",sans-serif;color:rgb(40,60,70)">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></p>
<p class="MsoNormal" style="margin-right:0in;margin-left:60pt;margin-bottom:0.0001pt;background:white">
<span style="font-size:13.5pt;font-family:"segoe ui",sans-serif;color:rgb(40,60,70)">4.<span style="font:7pt "times new roman"">
</span></span><span style="font-size:13.5pt;font-family:"segoe ui",sans-serif;color:rgb(40,60,70)">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></p>
<p class="MsoNormal" style="background:white"><span style="font-size:13.5pt;font-family:"segoe ui",sans-serif;color:rgb(40,60,70)"> </span></p>
<p class="MsoNormal" style="background:white"><span style="font-size:13.5pt;font-family:"segoe ui",sans-serif;color:rgb(40,60,70)">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></p>
<p class="MsoNormal"> </p>
<p class="MsoNormal">Any ideas or suggestions would be greatly appreciated.</p>
<p class="MsoNormal"> </p>
<p class="MsoNormal">Thank you.</p>
<p class="MsoNormal"> </p>
<p class="MsoNormal"><b><span style="font-size:12pt;font-family:arial,sans-serif;color:black">William C. Szwagiel</span></b></p>
<p class="MsoNormal"><span style="font-size:10pt;font-family:arial,sans-serif;color:black">NC Cardinal Project Manager</span></p>
<p class="MsoNormal"><span style="font-size:10pt;font-family:arial,sans-serif;color:black">State Library of North Carolina</span></p>
<p class="MsoNormal"><span style="font-size:10pt;font-family:arial,sans-serif;color:black"><a href="mailto:william.szwagiel@dncr.nc.gov" rel="nofollow noopener noreferrer" target="_blank"><span style="color:rgb(5,99,193)">william.szwagiel@dncr.nc.gov</span></a> | 919.814.6721</span></p>
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