Fees/Fines
(UXPROD-792)
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| Status: | Closed |
| Project: | UX Product |
| Components: | Fees/Fines |
| Affects versions: | None |
| Fix versions: | None | Parent: | Fees/Fines |
| Type: | New Feature | Priority: | TBD |
| Reporter: | Cate Boerema (Inactive) | Assignee: | Unassigned |
| Resolution: | Duplicate | Votes: | 0 |
| Labels: | PMP, Unassigned-from-Holly, feesfines, resourceaccess, round_iv, transfer | ||
| Remaining Estimate: | Not Specified | ||
| Time Spent: | Not Specified | ||
| Original estimate: | Not Specified | ||
| Attachments: |
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| Issue links: |
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| Potential Workaround: | Holly: The workaround is to run a query to identify the fees/fines to be transferred (based on their unique criteria) and to update the database with a transfer 'action' indicating the date, amount, and action taken. | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Epic Link: | Fees/Fines | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Front End Estimate: | XL < 15 days | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Front End Estimator: | Holly Mistlebauer | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Front-End Confidence factor: | Low | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Back End Estimate: | Jumbo: > 45 days | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Back End Estimator: | Holly Mistlebauer | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Development Team: | Vega | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Kiwi Planning Points (DO NOT CHANGE): | 16 | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| PO Rank: | 86 | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Rank: Chalmers (Impl Aut 2019): | R5 | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Rank: Chicago (MVP Sum 2020): | R5 | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Rank: Cornell (Full Sum 2021): | R1 | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Rank: Duke (Full Sum 2021): | R1 | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Rank: 5Colleges (Full Jul 2021): | R2 | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Rank: FLO (MVP Sum 2020): | R4 | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Rank: GBV (MVP Sum 2020): | R2 | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Rank: Grand Valley (Full Sum 2021): | R1 | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Rank: hbz (TBD): | R4 | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Rank: Hungary (MVP End 2020): | R1 | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Rank: Lehigh (MVP Summer 2020): | R4 | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Rank: MO State (MVP June 2020): | R2 | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Rank: TAMU (MVP Jan 2021): | R4 | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Rank: U of AL (MVP Oct 2020): | R4 | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Description |
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IMPORTANT NOTE: The automated transfer feature was implemented by Cornell University to meet their needs for implementation. Bama is making changes via
Merged on July 20, 2020 Holly decided to merge all of the automated transfer features to make it clear that they belong together.
Attached PDF Fees and Fines Mockups_TRANSFER.pdf contains mock-ups and in-progress requirements for this feature. The total estimate for the Vega team to work on this feature is 9 days for the front-end work and 40 days for the back-end work. The estimate for this feature includes:
This estimate for this features does NOT include:
Issues to address:
See table at https://docs.google.com/spreadsheets/d/1HSxIgb6wfTq67FC5T8FIncQsyTibltDTYmcO5oRDEHQ/edit?usp=sharing to see which institutions do transfers. |
| Comments |
| Comment by Anya [ 29/Mar/19 ] |
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Comment from March Meeting: this is the actual transfer to set up "Job"- automated can up to a year, but the ability to transfer and update a file needs to be there at go live |
| Comment by Tom Wilson [ 27/Aug/19 ] |
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To the point that Anya's comment becomes reality, we can wait. |
| Comment by Holly Mistlebauer [ 30/Jan/20 ] |
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From: Ann Marie Crowley <ama8@cornell.edu> Hi Holly – Carsten Schwill mentioned in the meeting today that when they send the information to the Bursar – they also put a block on the patron. The block is suppose to be an incentive to hopefully make them pay. Just wanted to make sure someone associated with Fines & Fees receives this information. Ann |
| Comment by Tom Wilson [ 30/Jan/20 ] |
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Holly, we can wait some time for the "automated" portion of this feature, but we need to be able to transfer fees/fines for go-live. --Tom |
| Comment by Erin Nettifee [ 21/Sep/20 ] |
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Hi Holly, the workaround on this doesn't seem like it's been updated in a while since it mentions Q12020. Is there a plan for when this feature might be worked on? |
| Comment by Debra Howell [ 29/Sep/20 ] |
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Holly Mistlebauer - The workaround listed above appears to be a comment. Please move the comment in the Workaround field to this Comment section. Also, requesting an update on this feature as it is needed for Go Live (as your comment notes). Thank you. |
| Comment by Holly Mistlebauer [ 20/Oct/20 ] |
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Debra Howell, the workaround is described in what does appear to be a comment: "These libraries would need to be able to run a query to identify the fees/fines to be transferred (based on their unique criteria) and to update the database with a "fee/fine action" indicating the date, amount, and action taken." I'll update the workaround field to be more specific. Sorry for the confusion... |
| Comment by Holly Mistlebauer [ 20/Oct/20 ] |
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UPDATE: For the libraries that transfer fees/fines this is considered a payment method, making this critical to their operations. This is in fact a "showstopper" for Cornell. Holly will meet with folks at Cornell to determine possible workarounds/thin threads and then see if the options will work for other libraries. (It looks like Duke is the only other library to rank this as an R1.) |
| Comment by Holly Mistlebauer [ 06/Nov/20 ] |
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UPDATE: Holly just met with the Cornell folks to discuss the workaround/thin-thread for this. We have decided to try a 'proof of concept' for Option A at https://docs.google.com/document/d/1Xhc7_9wI9vbKPsXxrjtIB6F8sXV7-VQAK0e61yBeTrI/edit?usp=sharing. Sharon B. and Holly M. will work together on this. It this works, the other libraries needing this feature will be able to use what Cornell develops except they will need to create the extract in the format their bursar system requires (see Step 3 of Option A). Holly also shared a mock-up of the long-term solution for the automated batch transfer of fees/fines. Please see the attachment named Transfer Fees_Fines - Automated Process.png. |
| Comment by Stephanie Buck [ 09/Jan/23 ] |
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Holly Mistlebauer, if this work is being done via other features, can this be closed as a duplicate? |
| Comment by Holly Mistlebauer [ 30/Jan/23 ] |
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Replaced by
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