Massachusetts Virtual Catalog (VC) Reimbursement Procedures

For Borrowing & Lending Libraries

 

Borrowing Library = Requesting Library = Pickup Library = Patron Library

Lending Library = Supplying Library = Owning Library

 

Below are procedures for dealing with unreturned items in the MA Virtual Catalog. At the end of this document you will find “Quick Tips” to help you find libraries, VC contacts, and information in local systems.

 

Please note as stated in the Massachusetts Virtual Catalog policy:  The Borrowing Library is responsible for borrowed material from the time it leaves the Lending Library until it has been returned to and received by the Lending Library. This includes all material shipped directly to and/or returned by the user.  If damage or loss occurs, the Borrowing Library is responsible for compensation or replacement, in accordance with the preference of the Lending Library.

 

Overdue item timeframe:

 

Two weeks after 56 day due date,

Lending Library may send out

initial overdue notice. Optional.

 

Eight weeks after 56 day due date, Lending Library mails out a bill accompanied with the Billing

Tracking Form.

 

Borrowing Library checks and either finds the item and SETS RETURNED or arranges to reimburse the Lending Library.

 

After 56 days + 2 weeks when a Lending Library finds that one of its items has not come back

 

Before initiating an overdue notice (an optional step), Lending Library should:

 

1.            Check VC status in REQUEST INQUIRY. This will indicate the library that borrowed the item. Click here for contact information. 

 

2.            Check the local circulation system for item status. (Item may be checked out to a local patron and may not have been checked in on the VC properly. If item is found to be out to a different patron then in VC the request should be SET COMPLETE.)

 

3.            Check their shelves including holdshelf. (The item may have been shelved without being checked into the local circ system or completed in URSA.)

 

If the item is not located, Lending Library has the option of sending an overdue notice to the Borrowing Library. 

 

After 56 days + 8 weeks when the Lending Library’s item is still overdue -- Tracking & Billing Procedures

 

A bill should be sent no sooner than 8 weeks after the 56 day due date. Bill should include “pay to” and “mail to” information, the VC request number, and the title. The Billing Tracking Form must be attached to the bill. The bill should be sent to Borrowing Library’s primary VC Contact.

 

Print out and use the Billing Tracking Form as you complete the steps below.

 

Before initiating a bill, Lending Library should:

 

1.            Check VC status in REQUEST INQUIRY. This will indicate the library that borrowed the item. Click here for contact information. 

 

2.            Check the local circulation system for item status.  (Item may be checked out to a local patron and may not have been checked in on the VC properly. If item is found to be out to a different patron then in VC the request should be SET COMPLETE.)

 

3.            Check their shelves including holdshelf. (The item may have been shelved without being checked into the local circ system or completed in URSA.)

 

4.            If the item is not found:

 

Lending Library:  Eight weeks after the 56 due date mails to the Borrowing Library a bill on which the VC # is written. The bill must be attached to the Billing Tracking form.

 

5.            On receiving the bill: Borrowing Library should:

 

·                                       Check shelves

·                                       Check holdshelf

·                                       Try to determine if the patron ever actually received the item. If the temp record exists, what is the status?

 

6.            The Borrowing Library may send out a question to its own network asking them to check shelves and also to check local circulation system by barcode and title.

 

7.            If the item is found, the Borrowing Library should SET RETURNED and send the item back to the Lending Library.

 

8.            If the item is not found, the Borrowing Library completes the Billing Tracking Form and returns it with reimbursement or replacement copy as specified by Lending Library.

 

9.            Borrowing Library must include Billing Tracking Form with payment. 

 

10.        Borrowing Library when sending reimbursement or replacement, will SET RETURNED in the VC.

 

11.        On receiving reimbursement or replacement, the Lending Library will SET COMPLETE. In the VC.

 

If the Borrowing Library cannot pay the bill or send a replacement within eight weeks of receiving the bill, it must communicate with the Lending Library as to when the bill can be paid or to make other arrangements.

 

In the event that the Borrowing Library does not respond to the bill within eight weeks the Lending Library should contact the VC helpdesk to contact the appropriate network or institutional staff who can review the replacement policy with the Borrowing Library.

 

 

Quick tips:

 

For identifying the Borrowing Library:  Lookup the request in VC REQUEST INQUIRY.  In REQUEST INQUIRY searching can be by the request number, the title or the author.  To search by title, remove the first and last letters of a word and replace them with percent signs as: Title: %alentin% for Title: Valentine.  If the item cannot be found, this request inquiry page may be printed out to accompany bill or overdue sent to Borrowing Library. 

 

For finding contact info for Borrowing Library: Go to the list of all the sites in the VC (http://www.massvc.org/members/members.htm), click on “Listed individually here” link and use Ctrl-F to look up library name, then go to the url in column I on the right, or use “quit” in staff mode to see contacts list links and choose the appropriate list.

 

For searching for temporary records in borrowing systems:  Search by barcode and by title in local circulation system. When searching by title, the first twenty characters in the  title are followed by two asterisks and the request number, i.e. “Methods in enzymolog**99345**”. Searching with VC request number as a keyword often works, i.e. Keyword:  99345.