Feature: Automated claiming


Automated claiming system for all types of materials (including serials). Characteristics include: configurable default claim cycle for unreceived items (e.g. six months); ability to configure specific claim cycles for some vendors; electronic claiming for vendors who support it; facilitation of a manual claiming process; ability to force a claim outside of the defined claim cycle; ability to 'claim again'.

Feature Category


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Software Rundown

Software Status Notes
Evergreen 2.8 (2015) NO

Evergreen 2.0 has claim types, claim event types, claim policies, and claim policy actions that can be set up under Server Administration, Acquisitions menu. The process to send claims is not yet automated.

Koha 3.20 (2015) NO

Serials has Claims, Acquisitions has Late Orders. From screens, selections can be made. If vendor record contains email address and checkboxes on Claims/Late Order screens are made, emails are sent.