[Wactclc-alma] Interesting Lost Fee issue we discovered today

[Guidry, Wade]

Just FYI, the “as designed” process for removing lost loans from user accounts is to use the “close lost loans” job, as described here:

https://knowledge.exlibrisgroup.com/Alma/Knowledge_Articles/Create_a_set_to_close_lost_loans

Note that even after closing a lost loan, any unpaid fines and fees for that item will remain on the patron’s record until paid.

The only danger of changing the status to “missing”, as Xinhang suggests, is that you might end up down the road searching for that item in the stacks, even though the item was actually lost, and not marked missing in the traditional sense (couldn’t find the book in the stacks)


Wade Guidry - wadeg at bigbend.edu<mailto:wadeg at bigbend.edu>
Library Consortium Services Manager
Washington Community & Technical Colleges Library Consortium (WACTCLC)
(509) 760-4474

From: Wactclc-alma [mailto:wactclc-alma-bounces at lists.ctc.edu] On Behalf Of Dale Burke
Sent: Tuesday, January 10, 2017 2:46 PM
To: WACTCLC Alma Discussion <wactclc-alma at lists.ctc.edu>
Subject: Re: [Wactclc-alma] Interesting Lost Fee issue we discovered today

Thank you Xinhang for this clear description of what to do with this issue.

Dale Burke
Technical Services Librarian
[https://lh4.googleusercontent.com/5X_QEwm_g--tzfcAatV2-GBhPyBlyI9MgjAJucyeAYGdBFiZAKd2MCXvR4GlG8mYdi6czhygyClHcQAO0SMNFeoQj1v1otf4ZhHAuO8Hy5XMBGCD7vhvTHFrzt34IdtmHnA8MwPp]
20000 68th Ave. W
Lynnwood, WA  98036
425-640-1526
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On Tue, Jan 10, 2017 at 1:53 PM, Xinhang Hu <xhu at bellevuecollege.edu<mailto:xhu at bellevuecollege.edu>> wrote:
Here at Bellevue, when a student pays for a lost item. Instead of checking it in, we go to Actions-->Delete Loan. This takes the item off the student’s record and changes the item status to “Missing”. There is no credit issued to the student.

As for your situation, the only solution I could think of and tested was adding $45 fine/fee to the student’s account using the Add Fine or Fee tab. After the fee is added, the credit is cancelled out and you will get a $0 balance.

Xinhang

“The library is the temple of learning, and learning has liberated more people than all the wars in history.”- Carl Thomas Rowan
? xhu at bellevuecollege.edu<mailto:xhu at bellevuecollege.edu> •425 564-2251<tel:(425)%20564-2251> | 7 425 564-6186<tel:(425)%20564-6186>|• 3000 Landerholm Circle, SE, Mail Stop D260, Bellevue, WA 98007

From: Wactclc-alma [mailto:wactclc-alma-bounces at lists.ctc.edu<mailto:wactclc-alma-bounces at lists.ctc.edu>] On Behalf Of Dale Burke
Sent: Tuesday, January 10, 2017 12:24 PM
To: WACTCLC Alma Discussion <wactclc-alma at lists.ctc.edu<mailto:wactclc-alma at lists.ctc.edu>>
Subject: [Wactclc-alma] Interesting Lost Fee issue we discovered today

Happy New Year everyone,

We discovered something new today that we have not encountered before.

A student checked out a book and lost it.  He was assessed a lost book fee ($45) and he paid it.  Everything was recorded correctly in Alma so far.

We have a policy of taking a lost item off a student's record once it is paid for.  What we usually do is check the book in and then withdraw it; however, when we checked the book in after the payment was made, a $45 credit was issued to the students account.  Alma now shows a -$45 on their record.  I can't seem to find a way to remove the credit balance from the student's account.

Have any of your circulation staff encountered this.  If so, how have you dealt with this situation.

Thanks!
Dale Burke
Technical Services Librarian
[https://lh4.googleusercontent.com/5X_QEwm_g--tzfcAatV2-GBhPyBlyI9MgjAJucyeAYGdBFiZAKd2MCXvR4GlG8mYdi6czhygyClHcQAO0SMNFeoQj1v1otf4ZhHAuO8Hy5XMBGCD7vhvTHFrzt34IdtmHnA8MwPp]
20000 68th Ave. W
Lynnwood, WA  98036
425-640-1526<tel:(425)%20640-1526>
dburke at email.edcc.edu<mailto:dburke at email.edcc.edu>
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