Refer for Replacement Procedures for Missing and Billed Items:
Next Steps for “Billed/Not Paid” Lists
The “Refer for Replacement” procedures begin here.
The next steps for the “Billed/Not Paid” lists continue in this document. Please note that items that are billed and not paid may be returned some time after they are billed – their presence on the list is not an indication that they will never come back.
5. The unit designees add an internal note to indicate an order has been requested. Please see the detailed instructions for the unit designee edits.
For these lists the status should not be changed — just an internal note added. These items must not be withdrawn as they are still checked out. Step-by-step instructions and screenshots for unit designees are available here Use the following phrase and format for the internal note:
Selector decision: %date Replacement desired. [initials]
For ease and consistency, it is best to create a Macro for this note: Macros: How to Create and Use
Email the replacement order Excel document to the Ordering Unit: email@example.com. Leave all formatting and structure in the Excel document intact.
6. Systems will run a program to batch suppress (but not withdraw) the item records quarterly. Those records will be suppressed for users but visible to selectors by logging in to OskiCat or through the Millennium staff client. Items should not be withdrawn manually by library staff and should not be withdrawn programmatically. These records will be systematically suppressed.
7. Systems and circulation staff will identify and address items with holds.
Library Systems staff will cull items from the batch suppression list that have bib holds or item holds and send those lists to firstname.lastname@example.org for circulation experts to resolve. The circulation experts will resolve all holds within 48 hours, transferring to another copy when possible, leaving the hold as is if a replacement has been ordered, or notifying the patron to request by interlibrary loan.
8. Unsuppressed holdings records linked to these items will be reported to cataloging units for manual withdrawal of the HOLDINGS (not the item) according the withdrawal procedure.
- Reinstating Withdrawn Items: Reinstating Withdrawn Items
- DRAFT Suppression Specifications: Billed Not Paid Items
- Cataloging replacment processing instructions for exact-match monographs: Exact Match Monograph Replacement
Author: Charis Takaro
Approval Group: ILSSC
Update Group: Collection Services Council
Last updated date: 09/18/15
Updated email contact line to
Fri, 09/18/2015 – 10:23 — Jenna Kreiss-Wint…
Updated email contact line to make uniform between RFR documents, using text provided by Rico’s updated Jan 2015 and made email address clickable.