Staff Client Help v7.2
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<p class="MCWebHelpFramesetLink MCWebHelpFramesetLinkTop"><a href="../../../Default.htm#PolarisStaffHelp/Patron_Services/PPclaims/Estimate_fines_from_the_Patron_Status_workform_-_Claims_view.htm">Open topic with navigation</a>
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<h1><a name="XREF_48833_Estimating_fines"></a>Estimate Fines from the Patron Status Workform - Claims View</h1>
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<p><a name="kanchor2890"></a><a name="IX_estimating_accrued_from"></a><a name="kanchor2891"></a><a name="IX_estimating_accrued_fines"></a>If your library has opted to include items in the estimated fine calculation that are declared or billed lost but the overdue fine has not yet been charged, and/or claimed items, you can estimate  for a patron on these items as well as others currently checked out. (The library may also choose to include estimated fines in the threshold calculation that determines if a patron should be blocked for overdue fines.) You can estimate  for a patron on items that are currently checked out, calculating the fines if the items were returned today or on a date you select. </p>
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<p>To estimate fines for a patron from the Patron Status workform - Claims view:</p>
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<ol>
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<li value="1">Display the patron’s record in the Patron Status workform (refer to <a href="../PPstart/Find_patron_services_and_related_records.htm#XREF_60305_Find_a_record_in">Find patron services and related records</a>).</li>
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<li value="2">Select <b>View, Claims</b> or click <img alt="ClaimVuBtn00029.gif" style="width: 31;height: 18;" id="" src="ClaimVuBtn_31x18.gif" class="imginline" /> to display the Claims view.</li>
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<li value="3">Click the Estimated Fines icon <img alt="EstFinesIcon.gif" style="width: 22;height: 17;" id="image9" src="EstFinesIcon_22x17.gif" class="imginline" /> above the Claims list.</li>
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</ol>
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<p class="indent2">The Estimated Fines dialog box opens. The dialog box shows the fine on each item and the total estimated fines if the items are returned today.</p>
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<p class="NoteShade"><b>Note:<br /></b>The displayed amount never exceeds the maximum fine limit per material type set up in Polaris Administration, even if the calculated amount is greater. That is, the patron is never charged more that the maximum fine limit.</p>
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<ol data-mc-continue="true">
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<li value="4">To view the estimated fines if the items are returned at a future date, click the calendar icon and use the calendar control to set the date; then click <b>Recalculate</b>.</li>
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<li value="5">Click <b>Print</b> to print the information on the printer specified for the workstation. </li>
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</ol>
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<p class="indent2">The information is formatted for a receipt printer and includes the title, author, due date, and estimated fine. Claimed (and lost items, if included in the calculation) are included in the printed information.</p>
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<h4>Related Information</h4>
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<p>You can also estimate fines from the Patron Status workform - Items Out view. See <a href="../PPuseacct/Estimate_fines_on_currently_checked_out_items.htm#XREF_48833_Estimating_fines">Estimate fines on currently checked out items</a>.</p>
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<td><span class="mc-variable III_Variables.Prod_Polaris variable">Polaris</span> Version <span class="mc-variable III_Variables.VersionNumber variable">7.2</span></td>
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<td colspan="2" style="text-align: right;"> <a href="../../../FrontMatter/LegalNotices.htm"><span class="mc-variable III_Variables.Copyright_Date variable">© 2022</span> <span class="mc-variable III_Variables.CoName_Long variable">Innovative (Part of Clarivate)</span></a></td>
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<meta name="search-keywords" content="circulation, public services, DQ2407050, Polaris user guide" /><title>Make a claim</title>
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<h1><a name="XREF_24033_Make_a_claim"></a>Make a Claim</h1>
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<p>To assign a claim status to a patron’s checked-out item:</p>
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<ol>
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<li value="1">Display the patron’s record in the Patron Status workform. See: <a href="../PPstart/Find_patron_services_and_related_records.htm#XREF_60305_Find_a_record_in">Find patron services and related records.</a></li>
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<li value="2">Select <b>View </b>><b> Items Out</b> or click <img alt="Items Out button" style="width: 31;height: 18;" id="" src="ItemsOutBtn_31x18.gif" class="imginline" title="Items Out button" /> to display the Items Out view.</li>
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<p class="NoteShade"><b>Tip:<br /></b>If an item in the list is a serial, the serial designation (<a href="javascript:void(0)" class="MCTextPopup MCTextPopupHotSpot MCTextPopup_Open MCTextPopupHotSpot_ MCTextPopupHotSpot_Popup #text #textPopup">enumeration<span class="MCTextPopupBody popupBody"><span class="MCTextPopupArrow"> </span>The designation reflecting the alphabetic or numeric scheme used by the publisher on an item or assigned when the holdings statement is created to identify the individual bibliographic or physical parts and to show the relationship of each unit to the unit as a whole.</span></a> and <a href="javascript:void(0)" class="MCTextPopup MCTextPopupHotSpot MCTextPopup_Open MCTextPopupHotSpot_ MCTextPopupHotSpot_Popup #text #textPopup">chronology<span class="MCTextPopupBody popupBody"><span class="MCTextPopupArrow"> </span>The date(s) used by the publisher on a serially-issued bibliographic unit to help identify or indicate when it was published. The chronology may reflect the dates of coverage, publication, or printing.</span></a>) is added to the title. You may need to expand the title column to see the designation.</p>
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<li value="3">Select the appropriate item or items from the Items Out list, and click <img alt="" style="width: 28;height: 18;" id="" src="pClaimsIcon_28x18.gif" class="imginline" /> above the list. To select more than one item, press <b>CTRL</b> and click the items.</li>
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<p>The Make Claim dialog box opens.</p>
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<li value="4">Select a claim status (<b>Claim Returned</b> or <b>Claim never had</b>) in the <b>Status</b> box and click <b>OK</b>.</li>
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<p>The Make Claim dialog closes and the <b>Items Out</b> view appears. The item or items no longer appear in the Items Out list because the item status has changed.</p>
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<p class="NoteShade"><a name="kanchor204"></a><a name="IX_viewing_for_a_patron_1"></a><a name="kanchor205"></a><a name="IX_viewing_for_a_patron"></a><b>Note:<br /></b>To view claimed and lost items, select <b>View</b> > <b>Claims</b> ;or click <img alt="" style="width: 29;height: 18;" id="" src="ClaimVuBtn_29x18.gif" class="imginline" /> to display the Patron Status workform - Claims view. You can link to an item record from the Claims view. Right-click the item in the Claims list, and select <b>Print</b> or <b>Item Record</b>.</p>
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<li value="5">If a message appears asking if you want to apply the claim status to all selected items, click <b>OK</b> to confirm that you want to apply the status.</li>
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<p class="NoteShade"><b>Note:<br /></b>To resolve a claim, you must check in the item. After the claimed item is checked in, the item no longer appears in the Claims list.</p>
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</ol>
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<h4>Related Information</h4>
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<ul type="disc">
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<li><a name="kanchor206"></a><a name="IX_reporting_for_a_branch"></a>Claimed Items report - The Claimed Items report lists Claimed Never Had and Claim Returned items, grouped by the items’ assigned branches. Patron information is included for each item. You can filter the report by organization. To access this report, select <b>Utilities, Reports and Notices</b> from the Polaris Shortcut bar, and select <b>Cataloging </b>in the Polaris Reports dialog box. <MadCap:conditionalText data-mc-conditions="Primary.Online,Primary.Hidden"><a href="../../Polaris_Basics/PIreports/Using_Polaris_Standard_Reports.htm" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">Using Polaris Standard Reports</span></a>.</MadCap:conditionalText></li>
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<li>Declare an item lost - See <a href="../PPlost/Managing_Lost_Items.htm#XREF_14110_Managing_Lost_Items">Managing Lost Items</a>.</li>
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<li>Claim Missing Parts - <a name="kanchor207"></a><a name="IX_making"></a>Items with a claim type of Claim Missing Parts may appear on the Claims view of the Patron Status workform if the patron returned an item with a missing part. You can select the item and charge the patron for the missing parts or declare the item lost if the item must be removed from circulation. See <a href="Manage items with missing parts.htm" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">Manage Items with a Claim Missing Parts Status</span></a>.</li>
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<td><span class="mc-variable III_Variables.Prod_Polaris variable">Polaris</span> Version <span class="mc-variable III_Variables.VersionNumber variable">7.2</span></td>
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<td colspan="2" style="text-align: right;"> <a href="../../../FrontMatter/LegalNotices.htm"><span class="mc-variable III_Variables.Copyright_Date variable">© 2022</span> <span class="mc-variable III_Variables.CoName_Long variable">Innovative (Part of Clarivate)</span></a></td>
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<div class="MCBreadcrumbsBox_0 breadcrumbs" role="navigation" aria-label="Breadcrumbs" data-mc-breadcrumbs-divider=" > " data-mc-breadcrumbs-count="3" data-mc-toc="True"><span class="MCBreadcrumbsPrefix">You are here: </span>
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<div class="content">
|
||||
<div role="main" id="mc-main-content">
|
||||
<h1><a name="kanchor3515"></a>Manage Items with a Claim Missing Parts Status</h1>
|
||||
<p class="NoteShade"><b>Tip:</b>
|
||||
<br />You can search for items with a status of Claim Missing Part in the Find Tool by setting the <b>Search by</b> or <b>Limit by</b> option to <b>Circulation Status > Claim Missing Parts</b>.</p>
|
||||
<p>When a staff member uses the Special Item Check-in dialog box to check in multi-part items for which a part or parts are missing, she can update the items to a status of Claim Missing Parts. This blocks the item from being circulated; moves the item to the Claims view of the Patron Status workform; and generates a notice to the patron. See <a href="../PPckin/Check-in items with missing parts.htm" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">Check In Items With Missing Parts</span></a>.</p>
|
||||
<p>If an item with a status of Claim Missing Parts is listed in the Claims view of the Patron Status workform, you can charge the patron for the missing part if the item is salvageable, or declare the item lost if it is not salvageable. You can also see the notification history regarding the item with a missing part.</p>
|
||||
<p>To manage items with a status of Claim Missing Parts:</p>
|
||||
<ol>
|
||||
<li value="1">Open the Patron Status workform, and go to the Claims view.</li>
|
||||
<li value="2">Select an item with a Claim Type of <b>Claim Missing Parts</b>.</li>
|
||||
<li value="3">To see notices sent regarding this item, click the Notification history button <img src="notifhist_16x16.png" class="imginline" alt="" style="width: 16;height: 16;" />or press <b>CTRL+N</b>.</li>
|
||||
<li value="4">Charge the patron for the missing part or, if the item cannot be circulated, declare the item lost and charge for the total replacement cost:<ul><li>To declare the item lost and send a bill for the replacement charge to the patron, click <img alt="pLostIcon.gif" style="margin-bottom: -4.000pt;width: 29;height: 28;" id="image1" src="../PPlost/pLostIcon_29x28.gif" /> or press <b>CTRL+L </b>to display the Declare lost item dialog box, and enter the information for the unsalvageable item. See <a href="../PPlost/Declare_an_item_lost.htm" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">Declare an Item Lost</span></a>.</li><li>To charge the patron for the missing part and optionally send a bill, click the Check In/Charge button <img src="checkchrg_16x16.png" class="imginline" alt="" style="width: 16;height: 16;" />. The Charge for missing parts dialog box appears where you can enter the charge, reason, and notes. You can select the <b>Send a bill</b> checkbox and optionally add a message to be included on the bill. </li></ul></li>
|
||||
</ol>
|
||||
<blockquote>
|
||||
<p class="NoteShade"><b>Note</b>:<br />If the patron has already been billed for the item, a message appears instructing you to check in the item using normal check in.</p>
|
||||
</blockquote>
|
||||
</div>
|
||||
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|
||||
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|
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<td><span class="mc-variable III_Variables.Prod_Polaris variable">Polaris</span> Version <span class="mc-variable III_Variables.VersionNumber variable">7.2</span></td>
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|
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<p class="MCWebHelpFramesetLink MCWebHelpFramesetLinkTop"><a href="../../../Default.htm#PolarisStaffHelp/Patron_Services/PPclaims/Reset_patrons_total_claims_count.htm">Open topic with navigation</a>
|
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|
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||||
<div class="MCBreadcrumbsBox_0 breadcrumbs" role="navigation" aria-label="Breadcrumbs" data-mc-breadcrumbs-divider=" > " data-mc-breadcrumbs-count="3" data-mc-toc="True"><span class="MCBreadcrumbsPrefix">You are here: </span>
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<h1><a name="XREF_87172_Reset_a_patron_s"></a>Reset a Patron’s Total Claims Count</h1>
|
||||
<p><a name="kanchor409"></a><a name="IX_resetting_patron_s_total"></a>Staff members with the appropriate permission can reset a patron’s total (lifetime) claim count to 0. This prevents the situation where a patron record might be permanently blocked for exceeding the total claim limit even when claims have been resolved satisfactorily.</p>
|
||||
<p> To reset a patron’s total claim count:</p>
|
||||
<p class="NoteShade"><b>Note:<br /></b>You need the system-level Circulation permission <b>Patron claims: Reset total claim count: Allow</b> to do this procedure.</p>
|
||||
<ol>
|
||||
<li value="1">Display the patron’s record in the Patron Status workform (refer to <a href="../PPstart/Find_patron_services_and_related_records.htm#XREF_60305_Find_a_record_in">Find patron services and related records</a>).</li>
|
||||
<li value="2">Select <b>View</b> > <b>Claims</b> or click <img style="width: 31;height: 18;" src="ClaimVuBtn_31x18.gif" class="imginline" alt="" /> to display the Claims view.</li>
|
||||
<li value="3">Click the Reset total claims icon <img style="width: 27;height: 18;" src="ResetClaimIcon_27x18.gif" class="imginline" alt="" /> above the claims list or press <b>ALT+C.</b> The option is not available if the total claims count is 0. </li>
|
||||
<p>The <b>Reset total claims?</b> confirmation message appears.</p>
|
||||
<li value="4">Click <b>OK</b> to confirm.</li>
|
||||
<p>The total claims counter is set to 0. (The current claims count is not affected.)</p>
|
||||
</ol>
|
||||
</div>
|
||||
</div>
|
||||
<table style="border-spacing: 3px 3px;border-left-width: 0;border-right-width: 0;border-top-style: solid;border-top-width: 1pt;border-top-color: #000000;border-bottom-style: solid;border-bottom-width: 1pt;border-bottom-color: #000000;margin-left: 0;margin-right: auto;width: 100%;">
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||||
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||||
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||||
<td><span class="mc-variable III_Variables.Prod_Polaris variable">Polaris</span> Version <span class="mc-variable III_Variables.VersionNumber variable">7.2</span></td>
|
||||
<td colspan="2" style="text-align: right;"> <a href="../../../FrontMatter/LegalNotices.htm"><span class="mc-variable III_Variables.Copyright_Date variable">© 2022</span> <span class="mc-variable III_Variables.CoName_Long variable">Innovative (Part of Clarivate)</span></a></td>
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<td colspan="3" style="text-align: center;"> <a href="mailto:doccust@iii.com?subject=Documentation Feedback for Polaris Staff Client Online Help" title="Send feedback to Innovative" alt="Send documentation feedback"><span style="color: #000000;">Send documentation feedback to </span><span class="mc-variable III_Variables.CoName_Short variable">Innovative Interfaces®</span></a></td>
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<h1><a name="XREF_21373_Working_with_Claims"></a>Working with Claims</h1>
|
||||
<p><a name="kanchor5778"></a><a name="IX_overview_34"></a>You assign a claim status to an item when Polaris shows that an item is out, but the patron claims that she returned the item (Claim Returned) or never had the item (Claim Never Had). Polaris keeps track of a patron’s current claims and the total number of claims the patron has ever had.</p>
|
||||
<p>In Polaris Administration, the library sets limits for current and total claims. If a patron exceeds these limits, circulation is blocked for that patron. If you have the appropriate Circulation permission (<b>Patron claims: Reset total claim count: Allow</b>), you can reset a patron’s total claim count so that the patron record is not permanently blocked. See <a href="Reset_patrons_total_claims_count.htm#XREF_87172_Reset_a_patron_s">Reset a patron’s total claims count</a>.</p>
|
||||
<p>A Polaris Administration setting also controls whether fines are charged when an overdue claimed item is checked in or checked out. See <MadCap:conditionalText data-mc-conditions="Primary.Online,Primary.Hidden"><a href="../../Patron_Services_Admin/PDPfines/Calculating_Overdue_Fines.htm#TOC_Fines_for_Claimed_Items" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">Fines for Claimed Items</span></a>.</MadCap:conditionalText></p>
|
||||
<p>If your library includes items that are declared or billed lost but the overdue fine has not yet been charged, and/or claimed items in the estimated overdue fine calculation on checked-out items, you can estimate these from the Patron Status workform - Claims view. The library may also choose to include these estimated fines in the threshold calculation that determines if a patron should be blocked for overdue fines.</p>
|
||||
<p>See also:</p>
|
||||
<ul type="disc">
|
||||
<li><a href="Make_a_claim.htm#XREF_24033_Make_a_claim">Make a claim</a>
|
||||
</li>
|
||||
<li><a href="Reset_patrons_total_claims_count.htm#XREF_87172_Reset_a_patron_s">Reset a patron’s total claims count</a>
|
||||
</li>
|
||||
<li><a href="../PPuseacct/Estimate_fines_on_currently_checked_out_items.htm#XREF_48833_Estimating_fines">Estimate fines on currently checked out items</a>
|
||||
</li>
|
||||
<li><a href="Manage items with missing parts.htm" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">Manage Items with a Claim Missing Parts Status</span></a>
|
||||
</li>
|
||||
</ul>
|
||||
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|
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|
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<table style="border-spacing: 3px 3px;border-left-width: 0;border-right-width: 0;border-top-style: solid;border-top-width: 1pt;border-top-color: #000000;border-bottom-style: solid;border-bottom-width: 1pt;border-bottom-color: #000000;margin-left: 0;margin-right: auto;width: 100%;">
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||||
<td><span class="mc-variable III_Variables.Prod_Polaris variable">Polaris</span> Version <span class="mc-variable III_Variables.VersionNumber variable">7.2</span></td>
|
||||
<td colspan="2" style="text-align: right;"> <a href="../../../FrontMatter/LegalNotices.htm"><span class="mc-variable III_Variables.Copyright_Date variable">© 2022</span> <span class="mc-variable III_Variables.CoName_Long variable">Innovative (Part of Clarivate)</span></a></td>
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Reference in New Issue
Block a user