Re-linking Closed Lost Loan to Patron

Re-linking Closed Lost Loan to Patron

Closed loans are removed from a patron's account and will no longer display in their list of loans. If a loan is closed unintentionally, re-attaching the item to a patron requires a new loan to the account. After loaning, re-declare the material as lost.

As a reminder, these actions will trigger the associated enabled notices for your patrons. To avoid sending unnecessary notifications, I recommend you update the patron's preferred email address to a junk email or the library's, perform the actions, then re-set it back to the previous email.

Step by Step to re-link loan to patron's account: 
  1. Update patron's email
    1. Locate patron via the Users search
    2. Click on the hyperlinked name
    3. Navigate to the contact information tab {2nd from the left]
    4. Make note of current preferred email.
    5. Click on Add Email Address
    6. Fill in fields, ensure email is set to preferred
      1. Recommend adding a note to the description field
    7. Click on Add and Close
    8. Save

  2. Review Item for Requests
    1. Review item for requests
      1. Assign a new request
      2. Move new request to top of queue by selecting activation under ellipsis 
    2. No requests on item or staff request is first in the queue.
      1. Make item available

  3. Make item available
    1. Navigate to Scan In Items Page
      1. Fulfillment > Resource Requests > Scan In Items.
    2. Scan item in
    3. Item should show as available

  4. Re-Loan item to patron
    1. Navigate to Patron Services Page
      1. Fulfillment > Checkout/CheckIn > Manage Patron Services
    2. Enter patron name or identifier 
    3. Click Go
    4. Loan Item
      1. Enter Item Barcode
      2. Click Ok

  5. Mark Item as lost
    1. Use Ellipsis on item to select Lost
    2. Click Ok on pop-up

  6. Reset patron's email
    1. Locate patron via the Users search
    2. Click on the hyperlinked name
    3. Navigate to the contact information tab {2nd from the left]
    4. Use Ellipsis to delete added email
    5. Delete Added Email Address
    6. Reset the original email to preferred using the ellipsis to select edit
    7. Save Email
    8. Save account

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