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TimeItemWhoDescriptionGoals/Info/notes
20minAdministrivia


Note taker: 

David Bottorff 



meeting_saved_chat.txt

meeting_saved_closed_caption.txt

40MinHow to set up and use export to BursarHolly Mistlebauer Note: For a next meeting we want to look at the entire refund process (warning)

Meeting Notes (David Bottorff)

  • Administrivia

    • Virtual attendance for WolfCon - option soon for much reduced cost for virtual attendance

  • Fees/Fines: Setting up and using transfer to bursar

    • Holly's slide deck: https://docs.google.com/presentation/d/1smOdSDpTIF-NEbhMriKUTy9BWfiTi-JjMFswMpTah4c/edit#slide=id.p1

    • transfer can be to any outside system/agency (e.g., collection agency, etc.)

    • three outstanding UXPROD features still needed for full implementation

    • Cornell workflow (paid EPAM team)

    • not being used due to refunds not being automatically processed

    • DWB-concern about how credits and refunds are being handled/recorded in FOLIO, this part of the process seems to be missing key aspects of the transaction

    • Holly- refunds are only handled via a manual process and a report

    • We will add the refund process as a whole to another meeting

    • Criteria and schedule for transfer screen - need to support multiple fee/fine owners, different patron groups. etc.

    • Cornell ideas - schedules, endpoints, account mappings

    • do sites need live streaming - Duke-definitely nice to have

    • Erin-action type to determine that transfer has happened?

    • credit oddness possibly fixed in Lotus?

    • switch out refund process on Monday May 16 instead of anonymization (May 23)

    • old transfer-related stuff available on the slide deck

    • ACTION ITEM: Suggest criteria and expected extract format in RA slack channel by May 23 deadline

  • Erin - fines and documentation related, kiwi docs will be posted soon

    • https://kiwi.docs.folio.org/

    • additional topics page is where fees / fines live, but nothing about transfers as of now, large;y an FAQ about fees fines in general