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Purpose
A Fee/fine owner in FOLIO is a FOLIO setting that represents 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 an ownera fee/fine owner, since most libraries will want it to accrue based on the item's location.
- When an item circulates, it does so through the FOLIO circulation rules. If a fine should be charged if the item is not returned on time, it would need to be included in the circulation rule as an overdue and/or lost item policy.
- The item that circulates has an effective location when it is loaned to the patron.
- The fine is charged / accrued based on the effective location of the item that is loaned, even if the location tree is not part one of the criteria in the circulation rule that was triggered, or the effective location is not where the item was borrowed from.
Conceptually, even Even though a service point is not located in the circulation rules, an overdue fine still connects back to the fee/fine accrues back to the correct owner, through the following logic:
- Item effective location → primary service point for the effective location → Fee/fine owner for that service point.
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 search functionality built into this section of FOLIO.
Functional workflows
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workflows
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To Modify a Fee/fine Owner
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- From Settings → Users, open the list of Fee/fine Owners.
- Click on the Trash icon under Actions for the Fee/fine Owner you wish to delete.
- Click Delete to confirm deletion.
Reporting
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There are no in-app reports in this section of FOLIO.
There is no personally identifying information in this area of FOLIO, unless a library chooses to include it.
Integrations
Describe any APIs that interact with the app. Provide links to the API / module information in Github.
Describe integrations that individual libraries may wish to develop for this app / area of FOLIO, if relevant.
If existing integrations have been developed by adopting libraries, provide links to the integration in Github or wherever the information can be found.
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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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- There is no requirement that Fee/fine owners be named in certain ways. However, libraries should consider opportunities to consolidate fee/fine processing, if appropriate to their institution.
- Libraries may also find it helpful to stick to the same conceptual idea when creating these - e.g., they are all service points, or all library departments - rather than mixing models.
- If a library is intending to be able to charge fees and fines, Fee/fine owners must be implemented first.
- Service points do not need to be implemented beforehand - however, fee/fine owners will not actually accrue any fines until service points are implemented and then associated to the fee/fine owners
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