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Purpose

A Fee/fine owner in FOLIO is the agent(s) or office(s) that manages fines for FOLIO transactions. Fee/fine owners collect fees/fines for FOLIO service points.

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  • Individual service points (essentially duplicating their service point infrastructure, if each service point manages their own fines)
  • Library departments (e.g., "Undergraduate Library Business Services")
  • Staff roles (e.g., "Business Library Finance Assistant")

Overdue Fines

Given that fee/fine owners are not directly connected to locations in configuration, it can be confusing to understand how overdue fines accrue to a fee/fine owner, since most libraries will want it to accrue based on the item's location.

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  • Item effective location → primary service point for the effective location → Fee/fine owner for that service point.

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Lost Item Fines

Lost Item Fines accrue to the fee/fine owner, based on the location checked in the following order:

  • If there is a set value, use the fee/fine owner who owns the service point for the item's Item location: Permanent value
  • If there is no value in Item location: Permanent, use the fee/fine owner who owns the service point for the item's Holdings location: Permanent value
  • If there is no value in Holdings location: Permanent, use the fee/fine owner who owns the service point for the item's Effective Location (this is unlikely to be the case for items that circulate - they should have a permanent value on either the Holding or Item level)

Permissions

One permission is applicable to this section:

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There is no personally identifying information in this area of FOLIO, unless a library chooses to include it. 

Integrations

Most libraries will want to use this setting as part of integrations with reporting and external payment systems (like the University Bursar, or PCI credit card payment sites.) The project intends to produce a global export file of fine information, but individual institutions would need to customize that export themselves, for their own requirements.


Considerations for Implementation

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