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Long Overdue and Lost Policy

Use this screen to determine when items become long overdue/lost.

  • Items become Lost when a staff member changes the status of an item that is checked out to a patron to Claimed Lost. For more information on how to mark items as claimed lost, see Change loan status.
  • An item's status does not change to lost when the item becomes long overdue. When items become long overdue their status changes to Long Overdue (On Loan) in WorldShare Circulation. For more information on how statuses appear to patrons and staff, see Check item status or location.
  • When an item becomes long overdue or is claimed lost, replacement costs and processing fees will be applied based on the policies configured on this screen.
  • When an item is recalled, the long overdue date is recalculated.

When a long overdue item is returned

The following occurs in WorldShare Circulation when a long overdue item is checked in:

  • The replacement cost is removed from the patron's account if they have not yet paid the fee.
  • The processing fee is removed if the policy has been configured to cancel the fee once the item is returned and the patron has not yet paid the fee.
  • The patron is charged with overdue fees from when the item first went overdue.

Create or edit long overdue and lost policies

  1. On the Long Overdue and Lost Policies screen, click Create New, or click the Policy Name you want to edit.
  2. On the Create New or Edit Policy screen, fill in the fields in the order below
    1. Policy Name: Name of the policy.
    2. Assess Long Overdue and Lost: Time after the due date when the fee is assessed.
    3. Preferred method of determining Replacement Cost: Select your method of determining a replacement cost.
      • Item Record, Media Type:
        1. The system will look for the replacement cost in the item record. Cost comes from the local holding record (LHR) field 876 ‡c.
        2. If no cost is found in the item record, the system will determine the cost based on the replacement costs set on the Replacement Cost screen for media types.
        3. If no cost is found, a fee is not charged.
      • Media Type, Item Record:
        1. The system will determine the cost based on the replacement costs set on the Replacement Cost screen for media types.
        2. If no cost is found for the media type, the system will look for the cost in the item record. Cost comes from the local holding record (LHR) field 876 ‡c.
        3. If no cost is found, a fee is not charged.
    4. Replacement Cost Bill Reason: Select a bill reason from the list.
      • Do not use the same bill reason that is used in the Processing Charge Bill Structure.
      • For example, do not use your Lost Item bill reason for both policies.
      • Create bill reasons on the Bill Reason screen.
    5. Processing Charge Bill Structure: Select a fixed bill from the list.
      • Do not select a bill structure that uses the same bill reason as the Replacement Cost Bill Reason.
      • For example, do not use your Lost Item bill reason for both policies.
      • Create a fixed bill on the Bill Structure screen.
    6. Cancel Processing Charge when Item is returned: Select the check box to cancel the processing fee if the item is returned, in addition to the replacement cost.
  3. Click Save.

Copy long overdue and lost policies

  1. Click the Policy Name you want to copy.
  2. In the top right corner, click Copy. The copied policy appears.
  3. Enter a policy name and edit any additional fields.
  4. Click Save.

Delete long overdue and lost policies

Policies cannot be deleted if they are in use.

  1. Click the Policy Name you want to delete.
  2. In the top right corner, click Delete.
  3. On the Confirm window, click OK.

Related policies

Long Overdue and Lost Policy depends upon:

Long Overdue and Lost Policy is used in:

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