Issues
- Hebis: Implement Reminder Fees for German Libraries (extended Poppy)UXPROD-4159Resolved issue: UXPROD-4159Florian Ruckelshausen
- 2nd iteration. Implement Reminder Fees for German LibrariesUXPROD-4003Thomas Trutt
- Loan: Claimed Returned using ACTUAL COST - Part 2UXPROD-3983Thomas Trutt
- Update automated transfer process to allow sites to format extract as neededUXPROD-3903Resolved issue: UXPROD-3903steven turner
- Loan: (FE) Lost Item Fees processing page for ACTUAL COST phase 2UXPROD-3744Resolved issue: UXPROD-3744
- Provide option to waive or cancel a fee/fine at the time a manual refund is enteredUXPROD-3645
- Loan: (BE) Lost Item Fees processing page for ACTUAL COSTUXPROD-3565Resolved issue: UXPROD-3565
- Loan: Lost Item Fees processing page for ACTUAL COST (phase two)UXPROD-3554
- Loan: Claimed Returned using ACTUAL COST - Part 1UXPROD-2573Resolved issue: UXPROD-2573
- Add option to get Actual Cost for lost item from orderUXPROD-2245Stephanie Buck
- Finalize fee/fine permissions
UXPROD-2046(OLD ACCOUNT) Erin Nettifee - Hebis (Poppy): Implement Reminder Fees for German Libraries. Minimal requirementsUXPROD-2015Resolved issue: UXPROD-2015Florian Ruckelshausen
- Refund enhancement: Implement issue credit for transferred fees/finesUXPROD-1879
- Refund enhancement: Implement issue credit for paid fees/fines and apply credit options for outstanding fees/finesUXPROD-1876
- Pay lost item fee/fine with replacement copyUXPROD-728Paul Kloppenborg
15 of 15
Minimal requirements implemented in the scope of . This feature will be capturing the remaining work.
—
See RA SIG presentation at https://docs.google.com/presentation/d/1xH9O5ytkd21eApuJTSiVmCrLotXekMQL3Nzk5BjpmvA/edit?usp=sharing for details (was updated after December 16, 2021, February 3, 2022 and April 25, 2022 meetings).
OVERVIEW: This is related to overdue fines, but is not the same thing. Overdue fines are calculated when an overdue item is returned to the library. The patron is billed at that point. The amount owed is often a huge shock to the patron. Reminder fees are billed to the patron immediately when the item becomes overdue. The patron is notified of what they already owe even if they return the item right now. If they wait longer to return the item, they are notified that they now owe more in reminder fees. Some libraries charge both reminder fees and overdue fines.
DETAILS: The German libraries charge reminder fees after an item becomes overdue with a scheduled process that creates a reminder notice. The process usually runs at night on a regular schedule (e.g. at 12:00:01). A notice is sent to the patron indicating that they now owe a certain amount (1 Euro, 3 Euros). Often there is a 7-day or 13-day grace period before the next reminder fee is charged, giving the patron time to return the item. The second reminder fee is usually twice as much as the first reminder fee. Again there will be a grace period. Often the third reminder fee will be the last, but there may be a 4th or 5th. Usually after the 2nd or 3rd reminder the library will use block the patron from borrowing/renewing/requesting until the item is renewed. The final reminder usually must be sent via snail mail. Some of the requirements are regulated by state law and some are preferences that must be added to Settings.
EXAMPLES: See the spreadsheet at https://docs.google.com/spreadsheets/d/14z4drYUGeRvYxB5BhJ6HU6kKAbHVMQqN6BLjtwIx8T0/edit#gid=1907843891&range=A1 for examples. The tabs named Example 2, 5, 6, 7 and 8 have German examples. Attached file Mockups.png provides a summary of all libraries in one place. Attached file Automated Reminder Fee.pdf includes an actual example of a reminder notice.
EXCEPTION: It appears that Leipzig does not do "reminder fees" but charges overdue fines immediately. See attached file Leizig_Overdue_Fines_Example.xlsx for the details. We may need to create a separate UXPROD feature for this.
WHEN NEEDED: German libraries need this feature in order to implement Circulation.