Claims

Claims

Provides a list of loans that a patron has claimed lost, never had, or already returned. Use this list to understand a patron's claim counts and any associated blocks on their account imposed by a Patron Type Policy.

The Claims tab includes:

• Date 
• Claim Reason
• Title 
• Barcode

Library staff with the following roles will be able to view the Claims tab:

• Circulation Admin
• Circulation Desk
• Student Worker
• Student Worker Circulation

 Notes:

• The Claims tab does not appear for proxy patrons. All claims can be viewed on the primary user's account.
• A withdrawn item's record will not be purged from the system if the item's status is Withdrawn (Lost), Withdrawn (Claimed Returned), or Withdrawn (Claimed Never Had).
  • A withdrawn item will only be purged from Circulation at the end of your deleted items retention period if the item's current status is Withdrawn (Available), Withdrawn (Unavailable), or Withdrawn (Missing). 
• Accounts cannot be deleted if the patron has claimed lost, returned, or claimed never had loans that have not been withdrawn and purged from WMS.
  • To clear a user's claims, check in the item and then optionally withdraw or mark the items as missing.

For Circulation groups:

• The Claims tab includes items from any institution in the group that were claimed by this patron. Also, staff will be able to view the complete list of claims for any patron in their group.