1) To mark items Lost, retrieve patron record and click Items Out.

2) Select the item. Click on Actions for Selected Items → Mark Lost (by Patron).

3) The lost item now displays in the Lost/Claimed Returned/Long Overdue, Has Unpaid Billings section of the patron record.

4) The lost item also adds to the count of Lost items in the patron summary on the left (or top) of the screen.

If an item is returned after a lost bill has been paid and the library’s policy is to void the replacement fee for lost-then-returned items, there will be a negative balance in the bill. A refund needs to be made to close the bill and the circulation record. Once the outstanding amount has been refunded, the bill and circulation record will be closed and the item will disappear from the Items Out screen.

If you need to balance a bill with a negative amount and close the linked lost circulation record without making a refund (removing the item from the Lost, Claimed Returned, Long Overdue, Has Unpaid Bills panel on the Items Out screen), you need to add two dummy bills to the existing bills. The first one can be of any amount (e.g. $0.01), while the second should be of the absolute value of the negative amount. Then you need to void the first dummy bill. The reason for using a dummy bill is that Evergreen will check and close the circulation record only when payment is applied or bills are voided.

1) To mark an item Claimed Returned, retrieve the patron record and go to the Items Out screen.

2) Select the item, then select Actions for Selected Items → Mark Claimed Returned from the dropdown menu.

3) Select a date and click Apply.

4) The Claimed Returned item now displays in the Lost/Claimed Returned/Long Overdue, Has Unpaid Billings section of the patron record.

5) The Claimed Returned item adds to the count of Check Outs that are Claimed Returned in the patron summary on the left (or top) of the screen. It also adds to the total Claims-returned Count (including those that are current Check Outs and those that have since been returned) that is displayed when editing the patron’s record.