Fees/Fines (UXPROD-792)

[UXPROD-4159] Hebis: Implement Reminder Fees for German Libraries (extended Poppy) Created: 29/Mar/23  Updated: 08/Feb/24  Resolved: 02/Oct/23

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, was-quesnelia-now-poppy
Remaining Estimate: Not Specified
Time Spent: Not Specified
Original estimate: Not Specified

Attachments: JPEG File 3-reminder-fees-update.jpg     PDF File Automated Reminder Fee.pdf     Microsoft Word Leizig_Overdue_Fines_Example.xlsx     PNG File Mockups.png     JPEG File Reminder Notice and Fee from FOLIO Glossary of Terms.JPG     PDF File hebis_Gap_H-RA-3_ReminderFees_20221221.pdf     Microsoft Word hebis_Reminder fees - minimal Requirements_20230213.docx    
Issue links:
Blocks
blocks UXPROD-3461 Hebis: Patron notices for reminder fe... Closed
blocks UXPROD-4464 Patron notices for reminder fees for ... Draft
Defines
is defined by MODFEE-356 Hebis: BE | Add extra data elements t... Closed
is defined by UICIRC-955 Hebis: Continued work on "Reminder fe... Closed
is defined by UIU-2846 CLONE - Hebis: Add "Reminder fee" sub... Closed
is defined by UIU-2588 Hebis: Modify "Overdue Loans Report" ... Closed
is defined by UIU-2590 Hebis: Update "Loan History" to refle... Closed
is defined by UIU-2591 Hebis: Update "Loan Details" to refle... Closed
Gantt End to Start
has to be done before UXPROD-4003 2nd iteration. Implement Reminder Fee... Open
has to be done before UXPROD-3896 Future Fees/Fines: Allow sites to ind... Draft
has to be done after UXPROD-2015 Hebis (Poppy): Implement Reminder Fee... Closed
Relates
relates to UXPROD-109 Charge automated overdue fines Closed
relates to UXPROD-96 Fee/fine Policies for Overdue Items Closed
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   

Minimal requirements implemented in the scope of UXPROD-2015 Closed . 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.


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