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<p class="MsoNormal">Thank you for this information!<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>Daniel Guarracino via Evergreen-general<br>
<b>Sent:</b> Friday, January 26, 2024 2:15 PM<br>
<b>To:</b> Evergreen-general <evergreen-general@list.evergreen-ils.org><br>
<b>Cc:</b> Daniel Guarracino <dguarracino@owwl.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-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"><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">evergreen-general@list.evergreen-ils.org</a>><br>
<b>To: </b>"Evergreen-general" <<a href="mailto:evergreen-general@list.evergreen-ils.org">evergreen-general@list.evergreen-ils.org</a>><br>
<b>Cc: </b>"Szwagiel, Will" <<a href="mailto:william.szwagiel@dncr.nc.gov">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"><span style="font-family:"Arial",sans-serif;color:black"><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;text-indent:-.25in;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>
<p class="MsoNormal" style="mso-margin-top-alt:auto;margin-left:60.0pt;text-indent:-.25in;background:white">
<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;text-indent:-.25in;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>
<p class="MsoNormal" style="mso-margin-top-alt:auto;margin-left:60.0pt;text-indent:-.25in;background:white">
<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;text-indent:-.25in;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>
<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"> </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;background:white">
<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>
<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">109 East Jones Street | 4640 Mail Service Center
</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">Raleigh, North Carolina 27699-4600</span><span style="font-family:"Arial",sans-serif;color:black"><o:p></o:p></span></p>
<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>
<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto"><i><span style="font-size:10.0pt;font-family:"Arial",sans-serif;color:black">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-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>
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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.<br>
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