Long Overdue and Lost Policies

Long Overdue items

• When items become long overdue, their status changes to Long Overdue (On Loan) in WorldShare Circulation.
• When a Long Overdue (On Loan) item is recalled, the Long Overdue date is recalculated.

 For more information on how statuses appear to patrons and staff, see Check item status or location.

Lost items

• An item's status does not automatically change to Lost after it is Long Overdue. 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.

Create or edit 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:

   Field	Description
   Policy Name	Name of the policy.
   Assess long overdue fees after	Time after the due date when the fee is assessed.
   Preferred source of replacement cost amount	Select your method of determining a replacement cost. Item Record, Media Type: The system will look for the replacement cost in the item record. Cost comes from the local holding record (LHR) field 876 ‡c. If no cost is found in the item record, the system will determine the cost based on the replacement costs set on the Replacement Costs screen for media types. If no cost is found, a fee is not charged. Media Type, Item Record: The system will determine the cost based on the replacement costs set on the Replacement Costs screen for media types. 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. If no cost is found, a fee is not charged.
   Bill reason for replacement cost	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 Reasons screen.
   Bill structure for processing charge	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 Structures screen.
   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.
   Display long overdue items with active loans in My Account, SIP2, and NCIP?	Select the check box to allow library users to see long overdue items in their list of active loans in My Account and self-checkout machines. All current and future loans will reflect this configuration and appear in the following: My Account WMS SIP2 - Patron Information Response WMS NCIP - Patron Profile - LookUpUser

3. Click Save.

Copy 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 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.