1. Loan is marked as lost – this is done automatically at 14 days overdue by the overdue/lost loan profile.
Patron receives a notice that the item is marked lost
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If the replacement fee is paid the loan is removed from the patron account. See Step 2 of the Borrower Guide above for Lost and Paid CSU+ items.
The replacement fee can be refunded upon return of the item up to a certain date (refund window determined locally) or if the patron supplies a replacement copy approved by the lending institution.
2. Identify long overdue items
You can go about this two ways:
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Manually select the requests with due dates of 90 days ago. Although the due date in the borrowing request is different than the loan due date issued to the patron, since either date has long passed at the point you’re doing the search we can use either one.
3. Do a search/shelf check for the items identified
4. Check that the patron actually has the item checked out, it's marked lost and that Alma sent notices to the patron
Look at the loans for the user who requested the item – is the item currently checked out? Is it marked lost and replacement fee charged? If the answer to either of these questions is "no" put the item aside for follow up.
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If you encountered anything unusual during these checks send a general message to the lending institution, inform them of the situation and how the issue is being handled.
5. Mark the borrowing request lost
Marking requests lost is done manually. This indicates that the item has been billed and whatever measures the library takes to get items back from a patron have been taken (library blocks, registration holds, etc.) and the item has not been returned.
Click on Edit and change the Request Status to “Report Lost Item to Partner”. You can also use the check boxes in the queue and use the “Change Status” function. For screenshots showing how to do this refer to Step 3 of the Lost and Paid CSU+ Items above.
Send a General Message to the lending institution indicating that the item has been marked lost and a search/shelf check came back empty.
Lost not overdue? Click for the step-by-step guide for lost items as the borrower.