Fees/Fines
(UXPROD-792)
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| Status: | Closed |
| Project: | UX Product |
| Components: | Fees/Fines |
| Affects versions: | None |
| Fix versions: | Poppy (R2 2023) | Parent: | Fees/Fines |
| Type: | New Feature | Priority: | P2 |
| Reporter: | Holly Mistlebauer | Assignee: | Florian Ruckelshausen |
| Resolution: | Done | Votes: | 0 |
| Labels: | Current-ff-work, feesfines, hebis, needs-testrail, resourceaccess, split | ||
| Remaining Estimate: | Not Specified | ||
| Time Spent: | Not Specified | ||
| Original estimate: | Not Specified | ||
| Attachments: |
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| Release: | Poppy (R2 2023) | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Epic Link: | Fees/Fines | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Front End Estimate: | Jumbo: > 45 days | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Front End Estimator: | Holly Mistlebauer | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Back End Estimate: | Jumbo: > 45 days | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Back End Estimator: | Holly Mistlebauer | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Development Team: | Odin | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Kiwi Planning Points (DO NOT CHANGE): | 80 | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| PO Rank: | 0 | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Rank: Chicago (MVP Sum 2020): | R5 | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Rank: Cornell (Full Sum 2021): | R5 | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Rank: Duke (Full Sum 2021): | R5 | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Rank: 5Colleges (Full Jul 2021): | R5 | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Rank: GBV (MVP Sum 2020): | R1 | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Rank: Grand Valley (Full Sum 2021): | R2 | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Rank: hbz (TBD): | R2 | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Rank: Lehigh (MVP Summer 2020): | R5 | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Rank: Leipzig (Full TBD): | R1 | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Rank: MO State (MVP June 2020): | R2 | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Rank: TAMU (MVP Jan 2021): | R5 | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Rank: U of AL (MVP Oct 2020): | R5 | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Description |
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UPDATE: 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. |
| Comments |
| Comment by Uschi Klute [ 28/Aug/19 ] |
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Several GBV libraries send the 1st reminder (with fee) a few days after due date, e.g. 1 week. So the patrons have a grace period of one week. Other libraries send the 1st reminder the day after due date, but without any costs. The following reminders create a reminder fee. |
| Comment by Uschi Klute [ 28/Aug/19 ] |
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In the State of Lower Saxony we have In the University Library of Rostock they have |
| Comment by Brooks Travis [ 15/Sep/20 ] |
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Holly Mistlebauer It would be nice to have this ability for recalled items at our library. I believe there is another ticket here somewhere about having the ability to include "what-if" fines in overdue notices, or similar functionality, but if we could, instead, do recall fines as "reminder" fines, that would probably work fo us. This plus the ability to specify separate aged-to-lost for recalled items and we'd be set. |
| Comment by Björn Muschall [ 29/Apr/21 ] |
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In Leipzig we charge daily reminder fees for max. 1 month, after that the user will be blocked automatically, as max. fees are reached. I agree with Uschi Klute that reminder fees must be able to be staggered. For a staggering of the overdue fines there is
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| Comment by Björn Muschall [ 13/Dec/21 ] |
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During a discussion in a German group it came out that in most libraries this fees can also be configured based on any combination of Patron group, Loan type and Matrial type. For e.g. Patron Group X different fees are entered and calculated than for Y, or for the loan of a laptop higher fees than for a book. In Leipzig we can configure a default (ANY Patron group, ANY Loan type and ANY Matrial type) per day and exceptions to this default. Maybe we can take that up in the discussion on 16 Dec. |
| Comment by Holly Mistlebauer [ 13/Dec/21 ] |
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Björn Muschall: Hi Bjorn. We will use the Overdue Fine Policy, which the library associates with any combination of Patron group, Loan type and Material type in the Circulation Rules. That part will be easy. |
| Comment by Holly Mistlebauer [ 14/Dec/21 ] |
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REQUIREMENTS
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| Comment by julie.bickle [ 20/Dec/21 ] |
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I need to know exactly how reminder fees will be implemented, to scope precisely how the related patron notices can be implemented. |
| Comment by Holly Mistlebauer [ 20/Dec/21 ] |
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julie.bickle: Hi! The Reminder Fee will work the same as the Lost Item Fee. When the Fee/Fine Record is created for the Reminder Fee, that is the trigger for creating a notice just like it is for Lost Item Fee. |
| Comment by Holly Mistlebauer [ 15/Dec/22 ] |
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Update: Holly will be meeting with the German Reminder Fee team sometime after January 9 to transition this feature to the new product owners. Also, the German Reminder Fee team is meeting on January 14 to discuss adding two new settings, as shown in attachment 3-reminder-fees-update.jpg. |
| Comment by Charlotte Whitt [ 02/Jan/23 ] |
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Hi Holly Mistlebauer - the Hebis team will work together with Index Data on the development, therefore I'll ask you to invite both Jakub Skoczen and me to the planned meeting sometime after January 9, as the respective Lead developer and lead PO for the development team doing the actual work on behalf of Hebis. Thanks a lot |
| Comment by Charlotte Whitt [ 10/Jan/23 ] |
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Status: Spreadsheet from Holly Mistlebauer, when presenting the hand over work: https://docs.google.com/spreadsheets/d/1jKG6futrBoVfy3T0KJRrSIUTsDYB3gcCWHZ3yRdrMAs/edit#gid=1163187683 |
| Comment by Holly Mistlebauer [ 17/Jan/23 ] |
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Answers to questions from meeting on January 10...
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| Comment by Björn Muschall [ 18/Jan/23 ] |
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I wasn't present at the meeting on January 10 but read the comment above. If it is of interest, the patron block template was adressed with
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