[Wactclc-alma] Remove "Lost and Paid" status

Fri Apr 19 11:26:34 PDT 2019

Awesome!  Thanks Naoko for the information!  That might be why none of my testing worked.  Things hadn't been anonymized yet.

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 <wactclc-alma-bounces at lists.ctc.edu> On Behalf Of Guidry, Wade
Sent: Friday, April 19, 2019 10:50 AM
To: 'WACTCLC Alma Discussion' <wactclc-alma at lists.ctc.edu>
Subject: Re: [Wactclc-alma] Remove "Lost and Paid" status

Excellent work, Naoko.

Wade Guidry
WACTCLC
Library Consortium Services Manager
wade at bigbend.edu<mailto:wade at bigbend.edu>
http://www.wactclc.org

From: Wactclc-alma [mailto:wactclc-alma-bounces at lists.ctc.edu] On Behalf Of Yasuda, Naoko
Sent: Friday, April 19, 2019 9:35 AM
To: WACTCLC Alma Discussion <wactclc-alma at lists.ctc.edu<mailto:wactclc-alma at lists.ctc.edu>>
Subject: Re: [Wactclc-alma] Remove "Lost and Paid" status

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I'm sorry for joining the discussion late. I have a SF ticket about the issue we ran into. In our case, the "lost and paid" status configuration worked fine if the scenario was as intended: there is a lost item, the fine gets paid, the status changes from "lost" to "lost and paid", the item comes back and gets scanned in, and the status changes from "lost and paid" to "item in place." However, when we waived a fine, the item status changed from "lost" and "lost and paid", and we could not scan in the item when it came back. The error message was "Oops, there was a problem performing the last action."

Ex Libris's response about the cause of the problem was:

"After some investigation, the source of the error was found. It is a known issue with our Development team, so I will be attaching your case to this issue.

The known problem comes from the Lost and Paid status not interacting correctly when a loan is anonymized. This is also why disabling the feature solves the issue. Development is currently working on fixing closed Lost and Paid loans that are anonymized."

As of April 4th they said:

"Development has fixed your issue regarding Lost and Paid loans that are unable to be returned, and you should see the fix with the July 2019 release."

I'm planning to turn the "lost and paid" status option back on after the July 2019 release.

Naoko

From: Wactclc-alma <wactclc-alma-bounces at lists.ctc.edu<mailto:wactclc-alma-bounces at lists.ctc.edu>> On Behalf Of Stephanie Levesen
Sent: April 18, 2019 6:40 PM
To: WACTCLC Alma Discussion <wactclc-alma at lists.ctc.edu<mailto:wactclc-alma at lists.ctc.edu>>
Subject: Re: [Wactclc-alma] Remove "Lost and Paid" status

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Hi,

I just ran a bunch of different tests (see attached doc. Of my tracking) and I think Wade is correct that it could be a problem with the actual item, rather than the workflow.

No matter what I did, whether it was configured true or false (and yes, I logged into Alma again after each time I changed something in the configuration settings), I was able to return a lost and paid item just fine with no errors.  I even tested one on my interlibrary loan record that had an item sitting "lost" in it since November when the lost and paid option wasn't even available to configure yet and it still worked.

The few times we had it mess up and give us an error message I think was more an anomaly than what it should actually do.  I couldn't duplicate the error code.  Perhaps it's because it was happening all in one transaction timeframe (sequentially one after another rather than time elapsed between like it would normally happen if it was an actual event occurring) instead of spread out over several days, weeks or months.

Not sure, but I could not duplicate the error message we received a few times last quarter with all my testing I did today.  To fix those errors that we received I just turned off the config option, restarted Alma, and returned the item to get it to scan correctly.

Hope this helps.

Stephanie

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 <wactclc-alma-bounces at lists.ctc.edu<mailto:wactclc-alma-bounces at lists.ctc.edu>> On Behalf Of Guidry, Wade
Sent: Thursday, April 18, 2019 10:52 AM
To: WACTCLC Alma Discussion <wactclc-alma at lists.ctc.edu<mailto:wactclc-alma at lists.ctc.edu>>
Subject: Re: [Wactclc-alma] Remove "Lost and Paid" status

I disagree with this:

>> Alma doesn't think anything marked Lost & Paid should ever come back.

All Lost and Paid does is remove the link between the item and patron once the lost amount has been paid. (So that staff and patrons no longer see the paid title on the patron's record; it's really mostly a cosmetic change)

The process doesn't cause the item to disappear in any sense.

In any case, I just returned a 'lost and paid' item in Highline's environment (Naoko, it was barcode 3009000432261U; I checked it back out on my record in highline, and marked it as LOST again).

(I also believe Skagit has reported being able to successfully return 'lost and paid' items.)

So, if you attempt to return a 'Lost and Paid' item in your environment, and receive an 'oops' error with a tracking #, I still suggest reporting the issue via an SF case.

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

From: Wactclc-alma <wactclc-alma-bounces at lists.ctc.edu<mailto:wactclc-alma-bounces at lists.ctc.edu>> On Behalf Of Thomas, Kirsti
Sent: Wednesday, April 17, 2019 6:10 PM
To: WACTCLC Alma Discussion <wactclc-alma at lists.ctc.edu<mailto:wactclc-alma at lists.ctc.edu>>
Subject: Re: [Wactclc-alma] Remove "Lost and Paid" status

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Wade,

I think Naoko and Tammy both reported seeing something like this during one of the weekly calls last month when they were talking about the problems they've had with marking things Lost & Paid. I think it's part of the whole-Alma doesn't think anything marked Lost & Paid should ever come back.

Kirsti

From: Wactclc-alma [mailto:wactclc-alma-bounces at lists.ctc.edu] On Behalf Of Guidry, Wade
Sent: Wednesday, April 17, 2019 9:14 AM
To: WACTCLC Alma Discussion <wactclc-alma at lists.ctc.edu<mailto:wactclc-alma at lists.ctc.edu>>
Subject: Re: [Wactclc-alma] Remove "Lost and Paid" status

I'd recommend opening an SF ticket with the item barcode #, and having ExLibris look at that example.

Or, if you've already done something else with the item, then open a case on the next example.

I'm guessing the issue could be something specific about the item, rather than the workflow itself.

Wade Guidry
Library Consortium Services Manager, WACTCLC
wadeg at bigbend.edu<mailto:wadeg at bigbend.edu>
(509) 760-4474
http://www.wactclc.org<https://nam04.safelinks.protection.outlook.com/?url=http%3A%2F%2Fwww.wactclc.org&data=02%7C01%7C%7Ca4926a22481549210f5d08d6c34fc9cd%7C02d8ff38d7114e31a9156cb5cff788df%7C0%7C0%7C636911144799630655&sdata=9rZh%2BywGsvSUanO84%2BxDkrkXMBPr4E0EZMAZ3bYoObs%3D&reserved=0>

From: Wactclc-alma <wactclc-alma-bounces at lists.ctc.edu<mailto:wactclc-alma-bounces at lists.ctc.edu>> On Behalf Of Xinhang Hu
Sent: Wednesday, April 17, 2019 7:59 AM
To: WACTCLC Alma Discussion <wactclc-alma at lists.ctc.edu<mailto:wactclc-alma at lists.ctc.edu>>
Subject: Re: [Wactclc-alma] Remove "Lost and Paid" status

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I tried "return items" first but got this message:

[cid:image001.jpg at 01D4F6A2.BE035010]

From: Wactclc-alma <wactclc-alma-bounces at lists.ctc.edu<mailto:wactclc-alma-bounces at lists.ctc.edu>> On Behalf Of Guidry, Wade
Sent: Tuesday, April 16, 2019 5:22 PM
To: WACTCLC Alma Discussion <wactclc-alma at lists.ctc.edu<mailto:wactclc-alma at lists.ctc.edu>>
Subject: Re: [Wactclc-alma] Remove "Lost and Paid" status

I believe I tested this in one of the sandboxes, and running the item through the 'return items' workflow puts the item back in place.

However, any refund to the patron has to be done manually.

Wade Guidry
Library Consortium Services Manager, WACTCLC
wadeg at bigbend.edu<mailto:wadeg at bigbend.edu>
(509) 760-4474
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From: Wactclc-alma <wactclc-alma-bounces at lists.ctc.edu<mailto:wactclc-alma-bounces at lists.ctc.edu>> On Behalf Of Xinhang Hu
Sent: Tuesday, April 16, 2019 9:06 AM
To: WACTCLC Alma Discussion <wactclc-alma at lists.ctc.edu<mailto:wactclc-alma at lists.ctc.edu>>
Subject: [Wactclc-alma] Remove "Lost and Paid" status

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Now that we have successfully enabled the new "lost and paid' status when patron pays for a lost item. Does anyone know how to remove and restore that status to "in place" when the item is found and returned?

Thank you.

Xinhang Hu
Circulation Manager
Bellevue College Library
3000 Landerholm Circle SE
Bellevue, WA 98006
(425)564-2251
xhu at bellevuecollege.edu<mailto:xhu at bellevuecollege.edu>

From: Wactclc-alma <wactclc-alma-bounces at lists.ctc.edu<mailto:wactclc-alma-bounces at lists.ctc.edu>> On Behalf Of Guidry, Wade
Sent: Monday, February 11, 2019 11:45 AM
To: WACTCLC Alma Discussion <wactclc-alma at lists.ctc.edu<mailto:wactclc-alma at lists.ctc.edu>>
Subject: Re: [Wactclc-alma] Change Missing to Lost and Paid

Stephanie:

To enable the new 'lost and paid' status, go to Admin / Fulfillment / Other Settings, and set

https://knowledge.exlibrisgroup.com/Alma/Product_Documentation/010Alma_Online_Help_(English)/030Fulfillment/080Configuring_Fulfillment/110General#Configuring_Other_Settings_(Fulfillment)<https://nam04.safelinks.protection.outlook.com/?url=https%3A%2F%2Fknowledge.exlibrisgroup.com%2FAlma%2FProduct_Documentation%2F010Alma_Online_Help_(English)%2F030Fulfillment%2F080Configuring_Fulfillment%2F110General%23Configuring_Other_Settings_(Fulfillment)&data=02%7C01%7C%7Ca4926a22481549210f5d08d6c34fc9cd%7C02d8ff38d7114e31a9156cb5cff788df%7C0%7C0%7C636911144799640663&sdata=Ama0IsRue6z9qiy4nEYmS0h9xjUieaHd8X6xSN5bxEE%3D&reserved=0>

and set the close_paid_lost_loan setting to true.

Tammy:

I don't think there is a way to run a job and flip items to 'lost and paid'.

To close those loans, I beleive you could use analytics to identify lost loans that have been paid, and then run that set through the 'close lost loans' job.

Wade Guidry
Library Consortium Services Manager, WACTCLC
wadeg at bigbend.edu<mailto:wadeg at bigbend.edu>
(509) 760-4474
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From: Wactclc-alma <wactclc-alma-bounces at lists.ctc.edu<mailto:wactclc-alma-bounces at lists.ctc.edu>> On Behalf Of Stephanie Levesen
Sent: Monday, February 11, 2019 8:44 AM
To: WACTCLC Alma Discussion <wactclc-alma at lists.ctc.edu<mailto:wactclc-alma at lists.ctc.edu>>
Subject: Re: [Wactclc-alma] Change Missing to Lost and Paid

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I'd be interested in learning what needs to be done to set up the lost and paid status too.  So far I haven't been able to see it come up on our Alma either.  I'm going to assume there's a setting somewhere in config that allows for this to show up, where I haven't had a chance to discover yet.

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 <wactclc-alma-bounces at lists.ctc.edu<mailto:wactclc-alma-bounces at lists.ctc.edu>> On Behalf Of Tammy Siebenberg
Sent: Friday, February 8, 2019 9:55 AM
To: WACTCLC Alma Discussion <wactclc-alma at lists.ctc.edu<mailto:wactclc-alma at lists.ctc.edu>>
Subject: [Wactclc-alma] Change Missing to Lost and Paid

Hi, all,

Now that Alma has a way to indicate an item is lost and paid for, instead of missing, I want to change an item from missing to lost and paid.  It's a laptop that was stolen when a student's car was stolen.  I've tried running the Information Update job which allows you to change status from Item in Place to Missing and vice versa but Lost and Paid is not an option.  Do any of you have any other ideas on how to change the status on this item?

Tammy

Tammy R. Siebenberg, MLIS
Director - Library & Media Services
Yakima Valley College
509.574.4984
tsiebenberg at yvcc.edu<mailto:tsiebenberg at yvcc.edu>
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