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    Recommended workflow for a lost item

    • Article Type: General
    • Product: Alma

    Desired Outcome Goal:
    Handle lost items

    Procedure:
    In Alma the loan is declared “Lost” when the item is still on loan.

    The workflow is this:

    1. Declare the loan as “Lost” from the user record (the item is still on loan), or through the process “Lost Loan Profiles”

    2. This triggers fines and fees –
    a. Lost item process fee (set this sum in Alma > Fulfillment Configuration Menu > Advanced Policy Configuration > Lost Item Fine)
    b. Lost Item Replacement Fee (you set this sum in Advanced Policy Configuration > Lost Item Replacement Fee)

    3. If the item is “found” (e.g. when it is returned), this happens:
    a. Lost item process fee stays as is – not reimbursed
    b. Lost Item Replacement Fee can be set to be waived automatically, by percentage (from 0% to 100%; in Advanced Policy Configuration > Lost Item Replacement Fee Refund Ratio)
    c. Overdue fee – this is triggered upon return of item

    Category: Patron

    Subject: Fines & Fees


    • Article last edited: 10/8/2013