[Wactclc-alma] Disconnecting a lost item from patron record

[Tammy Siebenberg]

Thank you everyone for your guidance.  We also print the patron’s screen and keep a copy with copies of the fines and fees notices and paid fines receipts.  Now I can delete the loan after printing the screen.

Tammy R. Siebenberg, MLIS
Director – Library & Media Services
Yakima Valley College
Yakima, WA  98902
509.574.4984
tsiebenberg at yvcc.edu<mailto:tsiebenberg at yvcc.edu>
www.yvcc.edu<https://www.yvcc.edu/>

From: Wactclc-alma [mailto:wactclc-alma-bounces at lists.ctc.edu] On Behalf Of Stephanie Levesen
Sent: Wednesday, January 3, 2018 2:23 PM
To: WACTCLC Alma Discussion <wactclc-alma at lists.ctc.edu>
Subject: Re: [Wactclc-alma] Disconnecting a lost item from patron record

That makes sense.  When I deal with a lost loan situation, I usually print the screen that has the patron’s information and the book that’s checked out to them and put it with the receipt, that way there’s a record of what the student had and paid for before I delete the loan from the patron account.  We allow students to ask for a refund from a returned book only if they have the original receipt with them and if it’s within 2 years of paying for the item.

Stephanie Levesen
Periodicals/ILLs/Circulation
Norwood Cole Library
Skagit Valley College
2405 E College Way
Mount Vernon, WA  98273

360-416-7659

From: Wactclc-alma [mailto:wactclc-alma-bounces at lists.ctc.edu] On Behalf Of Thomas, Kirsti
Sent: Wednesday, January 3, 2018 2:00 PM
To: WACTCLC Alma Discussion <wactclc-alma at lists.ctc.edu<mailto:wactclc-alma at lists.ctc.edu>>
Subject: Re: [Wactclc-alma] Disconnecting a lost item from patron record

FYI,

I heard feedback at ELUNA from a few US libraries that they had been running the “close lost loans” job on a regular basis but decided to stop.  They were running into issues with reporting lost fees to their student services offices, and then having the students come back month/years later and argue that they had returned their materials.  Because the libraries had closed the lost loans, there was no longer any record of what the student owed the money for, or proof that the items really hadn’t been returned.

Even at libraries where Alma was able to automatically export fines and fees to student management systems, people reported that not enough information was transmitted to and/or retained by the outside system to be able to reliably confirm what the lost fee was for.

The general recommendation from libraries that were running the “close lost loans” job was to have very well-defined policies in place that are supported by both library administration and campus administration concerning the time frame and procedures for patrons to appeal lost fees.


Kirsti S. Thomas
Library Technical Services Manager
Seattle Colleges
kirsti.thomas at seattlecolleges.edu<mailto:kirsti.thomas at seattlecolleges.edu>





From: Wactclc-alma [mailto:wactclc-alma-bounces at lists.ctc.edu] On Behalf Of Guidry, Wade
Sent: Wednesday, January 03, 2018 12:17
To: WACTCLC Alma Discussion <wactclc-alma at lists.ctc.edu<mailto:wactclc-alma at lists.ctc.edu>>
Subject: Re: [Wactclc-alma] Disconnecting a lost item from patron record

You can also do this in bulk, but creating a set of loans, and then running “close lost loans” against the set:

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

This job will remove a set of lost loans from any patron records, but will leave any associated unpaid fees on the patrons’ records.


Wade Guidry
Library Consortium Services Manager, WACTCLC
wadeg at bigbend.edu<mailto:wadeg at bigbend.edu>
(509) 760-4474


From: Wactclc-alma [mailto:wactclc-alma-bounces at lists.ctc.edu] On Behalf Of Dale Burke
Sent: Wednesday, January 3, 2018 12:08 PM
To: WACTCLC Alma Discussion <wactclc-alma at lists.ctc.edu<mailto:wactclc-alma at lists.ctc.edu>>
Subject: Re: [Wactclc-alma] Disconnecting a lost item from patron record

Tammy,

You don't want to check-in the item if the book is still lost.  Go to the student's circulation record and Click on the ellipsis at the end of the record for the item in question.  Chose the "Delete Loan" option.  This will remove the item from the student record and keep the lost status.  If you check-in the item from the student record the item will become available again, and you don't want that if the item is still lost.

Dale Burke
Technical Services Librarian
[Image removed by sender.]
20000 68th Ave. W
Lynnwood, WA  98036
425-640-1526
dburke at email.edcc.edu<mailto:dburke at email.edcc.edu>
[Image removed by sender.]

On Wed, Jan 3, 2018 at 11:49 AM, Tammy Siebenberg <tsiebenberg at yvcc.edu<mailto:tsiebenberg at yvcc.edu>> wrote:
How do I disconnect a lost book from the record of the patron who borrowed it?  The lost book has been paid for, so it no longer needs to be attached to the patron record, but still needs to be marked as lost (not missing).

Tammy R. Siebenberg, MLIS
Director – Library & Media Services
Yakima Valley College
Yakima, WA  98902
509.574.4984<tel:(509)%20574-4984>
tsiebenberg at yvcc.edu<mailto:tsiebenberg at yvcc.edu>
www.yvcc.edu<https://www.yvcc.edu/>


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