FAQs: Defining Missing and Lost Policies

The following policies are delivered and used for SirsiDynix Symphony’s lost item processing and the replacement of lost patron cards. These policies determine how the Mark Item Missing wizard, Mark Item Lost wizard, the User Lost Card wizard, the Assumed Lost report, and the Process Long Overdue Items report handle missing and lost items.

SirsiDynix recommends that you edit these policies to suit your library’s needs; do not remove them without contacting SirsiDynix Customer Support.

 

Some systems may be configured with the superseded user profile configuration. If so, the NOACCESS User Access and PUBLIC Environment policies must exist on the system in addition to the policies listed below.

Defining a MISSING Location Policy

The MISSING Location policy defines the current location for items that are reported as missing. The MISSING Location policy is used with the Mark Item Missing wizard. This policy is delivered with the following attributes and values.

Attribute

Value

Name

MISSING

Description

Search in progress for item

Holdable

NO

Type

NONE

Shadow

YES

Reshelving Period

RESHELVE

Reshelving Location

MISSING

Available

NO

Defining a MISSING User Profile Policy

The MISSING User Profile policy defines a user profile for the MISSING user. Items that are marked as MISSING are charged to the MISSING user ID. Charging the item to the MISSING user stops the accrual of fines (if the item had been charged to another user when it was reported missing) and allows reports to display a list of items currently charged to the MISSING user. This policy is delivered with the following attributes and values.

Attribute

Value

Name

MISSING

Description

Profile used for charging MISSING items

Location

MISSING

Billable

NO

Privilege Limit

NONE

Privilege Fee

$0.00

Charge Limit

UNLIMITED

Charges Allowed

UNLIMITED

Hold Limit

UNLIMITED

Hold Rank

125

Overdue Threshold

0

Bill Threshold

$0.00

Overdue Recall Threshold

0

Maximum Suspension Amount

0

Maximum Suspension Unit

NONE

Library Precedence

NO

Increment Item Record Charge Counter

NO

Recirculate Item

NO

Booking Limit

0

Delivery Shipping

NONE

Return Shipping

NONE

Consecutive Booking Allowed

NO

User Access

NOACCESS

Environment

GENERIC

Reserve Charge Limit

UNLIMITED

Reservation Limit

0

Eligible for Reservation

NO

Consecutive Reservation Allowed

NO

Routing Rank

1

Request Limit

UNLIMITED

Defining a MISSING Circulation Map Policy

The MISSING Circulation Map policy determines the circulation rules for items when they are charged to the MISSING user ID. Generally, the rules are set so fines do not accrue, the item is not used for regular circulation, and your library has time to search for the missing item. This policy is delivered with the following attributes and values.

Attribute

Value

Name

MISSING

Description

Materials checked out to the MISSING user

Library

ALL

User Profile

MISSING

Item Type

ALL

Circulation Rule

UNLIMITED

Defining a LOST-ASSUM Location Policy

The LOST-ASSUM Location policy describes the current location for items that are assumed to be lost but may eventually be returned to the library. These items are currently charged to users, but have been overdue for longer than the library-defined “assumed lost” threshold (for example, overdue at least 45 days). The LOST-ASSUM Location is used with the Assumed Lost (Assumedlost) report. This policy is delivered with the following attributes and values.

Attribute

Value

Name

LOST-ASSUM

Description

Assumed Lost

Holdable

NO

Type

ASSUMED_LOST

Shadow

YES

Reshelving Period

RESHELVE

Reshelving Location

LOST-ASSUM

Available

NO

Defining a LOST-CLAIM Location Policy

The LOST-CLAIM Location policy describes the current location for items that have been reported by users as lost. The LOST-CLAIM location is used with the Mark Item Lost wizard. This policy is delivered with the following attributes and values.

Attribute

Value

Name

LOST-CLAIM

Description

Claims Lost

Holdable

NO

Type

CLAIMS_LOST

Shadow

YES

Reshelving Period

RESHELVE

Reshelving Location

LOST-CLAIM

Available

NO

Defining a LONGOVRDUE Location Policy

The LONGOVRDUE Location policy describes the current location for items that are assumed to be lost and never will be returned to the library. These items are currently charged to users, but have been overdue for longer than the library-defined “excessively overdue” threshold (for example, overdue at least 180 days). The LONGOVRDUE Location is used with the Process Long Overdue Items (Longoverdue) report. This policy is delivered with the following attributes and values.

Attribute

Value

Name

LONGOVRDUE

Description

Items long overdue

Holdable

NO

Type

NONE

Shadow

YES

Reshelving Period

RESHELVE

Reshelving Location

MISSING

Available

NO

Defining a LOSTCARD User Profile Policy

The LOSTCARD User Profile policy prevents a user’s lost library card from being used to check out items. When a user reports his or her card as being lost, the LOSTCARD user profile is assigned to the user ID on the lost card. The LOSTCARD user profile is used with the User Lost Card wizard. This policy is delivered with the following attributes and values.

Attribute

Value

Name

LOSTCARD

Description

No Privileges

Location

LOST

Billable

YES

Privilege Limit

NONE

Privilege Fee

$0.00

Charge Limit

0

Charges Allowed

0

Hold Limit

0

Hold Rank

199

Overdue Threshold

0

Bill Threshold

$0.00

Overdue Recall Threshold

1

Maximum Suspension Amount

0

Maximum Suspension Unit

NONE

Library Precedence

NO

Increment Item Record Charge Counter

NO

Recirculate Item

NO

Booking Limit

0

Delivery Shipping

NONE

Return Shipping

NONE

Consecutive Booking Allowed

NO

User Access

NOACCESS

Environment

PUBLIC

Reserve Charge Limit

0

Reservation Limit

0

Eligible for Reservation

NO

Consecutive Reservation Allowed

NO

Routing Rank

999

Request Limit

0

Defining a LOSTCARD Circulation Map Policy

The LOSTCARD Circulation Map policy determines the circulation rules for items when they are charged to a user ID with a LOSTCARD user profile. Generally, the rules are set so items cannot be circulated with a card that has been reported as lost. This policy is delivered with the following attributes and values.

Attribute

Value

Name

LOSTCARD

Description

Lost user card

Library

ALL

User Profile

LOSTCARD

Item Type

ALL

Circulation Rule

NONCIRC-N

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