Date

Time	Item	Who	Description	Goals/Info/notes
20min	Administrivia	Jana Freytag		Note taker: David Bottorff meeting_saved_chat.txt meeting_saved_closed_caption.txt
40Min	How to set up and use export to Bursar	Holly Mistlebauer	Note: For a next meeting we want to look at the entire refund process

Time

Item

Who

Description

Goals/Info/notes

20min

Administrivia

Note taker:

40Min

How to set up and use export to Bursar

Note: For a next meeting we want to look at the entire refund process

Meeting Notes (David Bottorff)

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

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

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