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Alma Fulfillment Resource Guide

This guide covers all aspects of the fulfillment process. This includes maintaining all patron records, loaning materials, returning/renewing loaned materials, managing lost items dealing with fines and fees as well as course reserves.

Claimed Returned and Lost Items

To Indicate a Lost Item:

  • Lost – Specifies that an item is lost and charges the patron (see To indicate a lost item). Ensure that the value of the Loan Display drop-down list is All. Select OK to add the details of the loan to both the Loan Status column of the Patron Services page and to the Fines/Fees tab of the User Details page (see Editing Users).
  1. On the Patron Services page (see Selecting a Patron), select the Loans tab. 
     
  2. In the Loan display drop-down list, select All and then select the item that is lost.
     
  3. For the lost item, select Lost from the row actions list. The Lost Item dialog box opens with the fine/fee information.
     
  4. Select OK. The details of the loan are added to the Loan Status column of the Patron Services page, and to the Fines/Fees tab of the User Details page (see Editing Users).

Changing Loan Status to Claim Returned

  1. On the Patron Services page (see Selecting a Patron), select the Loans tab.
     
  2. In the Loan display drop-down list, select All and then select the item that is claimed to have been returned.
     
  3. Select Claimed Return from the row actions list. The value of the Loan Status column changes to Claimed returned.
    Claimed Return – Claim an item as returned (see To claim an item was returned). When claiming an item as returned:
  • The loan’s status is changed to Claim Returned.
  • The item’s Process Type value is Claimed Returned, and the item remains requestable and is considered to still be on loan.
  • By default, overdue fines accumulated prior to the item being claimed as returned are applied to the patron's active balance, but no new overdue fines accrue from that point onward. (This functionality, however, can be configured using the overdue_at_claim_return_loan parameter. For details, see Configuring Other Settings.)