Step-by-step: Borrower Lost CSU+ Items

Owned by Meghann Weldon (Unlicensed)
Aug 06, 2024
3 min read

Workflow

  1. Collect payment per you campus’ policies/procedures.  Payment may include a replacement copy if lender accepts them:  Replacement Copy Policies

  2. Delete Loan from Patron’s Circulation Record

Fulfillment > Manage Patron Services > Look up Patron’s record

Find the needed loan under the “Loans” tab (make sure the display is for “all loans”)

Click on the ellipses (•••) next to the appropriate loan. Select “Delete Loan”

 

***DO NOT RETURN the item or complete the resource sharing request.***  Returning the item will clear the resource sharing request.  You want the resource sharing record to remain (for now).

3. Update Resource Sharing record to “Report Lost Item to Partner”

Locate the appropriate record in your borrowing requests. Click on the “Edit” button

 

Scroll down to the “Request Status” field. Select “Report Lost Item to Partner” and then Save.

 

4. Send a general message to the lending indicating the item is lost and the patron has paid the replacement fee or submitted a replacement copy.

Locate the appropriate record in your borrowing requests. Click on the ellipses (•••) and pick “General Message”. Type your message in the field (something like the following will do: "Book reported lost by patron. Replacement fee paid mm/dd/yy"). Click “Send”.

 

Using Analytics to find lost and paid items:

Alma does not automatically connect the Resource Sharing request to the loan on the patron account so the Resource Sharing department needs to locate these lost and paid loans using analytics and then update the corresponding Resource Sharing requests.

 

Open analytics from your institution's Alma. Navigate to the folder below or do a search for the following report: "Lost and Paid CSU+ loans".

File path: Shared Folders > Community > Reports > Institutions > CalState > Resource Sharing > click on "edit" under the Lost and Paid CSU+ loans report

 

Once you find the report and open the Results tab you will see a list of all the CSU+ loans that have been marked lost and paid. This report provides the title of the item and primary identifier of the patron. Use this information to find corresponding Borrowing requests using steps 1-4 above.

 

You can run this report automatically and have the results emailed to yourself on a regular basis. See Ex Libris' doc titled How to schedule an Alma Analytics report to be sent by email nightly for instructions and modify to fit your needs.