Billing Ove rdue a nd Re pla c e me nt F ine s/ F e e s in I L - - PowerPoint PPT Presentation

Billing Ove rdue a nd Re pla c e me nt F ine s/ F e e s in I L L ia d

Sub title : this se e ms po ssib le , b ut is it re a lly do a b le ? Be n Ho g b e n Sa ra h Sha nk I tha c a Co lle g e L ib ra ry

Disc la ime rs : YMMV

• We imple me nte d this pro c e ss a little
• ve r a ye a r a g o – Unlike c o mpute rs, my

me mo ry sta ys a b o ut the sa me .

• Wha t we imple me nte d c a n’ t b e do ne .

So , it re q uire d so me “c re a tive ” mo dific a tio ns/ pro g ra mming – it’ s no t pe rfe c t, b ut it (kinda ) wo rks.

I L L ia d a t I tha c a Co lle g e

• Se lf-ho ste d
• DBA wo rks in I

T S (no t the lib ra ry)

• Running I

L L ia d 8.4 whe n imple me nte d

I L L Ove rdue Cha rg e s

• $5.00 pe r da y; $50 ma ximum – stude nts
• $10 pro c e ssing fe e fo r a missing b o o k-stra p
• Re pla c e me nt c o st a s b ille d b y the le nding lib ra ry

Using the I L S to Cha rg e F ine s/ F e e s

Pr

• s:
• Onc e the c ha rg e s a re a dde d, the syste m will se nd a uto ma te d

no tic e s e ve ry we e k.

• Ove rdue fine s/ fe e s re ma in pa rt o f the use rs histo ry until the ir

re c o rds a re purg e d.

• One syste m fo r sta ff/ stude nt e mplo ye e s to lo o k up fine s/ fe e s.

Cons:

• Adding fine s/ fe e s to the I

L S is a ma nua l pro c e ss. I L L ite ms must b e c he c ke d o ut thro ug h the I L S b y c re a ting te mp b ib re c o rds.

• Using two syste ms to ma na g e I

L L a nd fine s/ fe e s.

• Use rs mig ht no t e xpe c t I

L L fine s to b e pa rt o f the I L S.

Se tting up a c c o unts re q uire d two se pa ra te a c tio ns:

• Ne w use rs who re g iste r ne e d a n “a uto ma tic ” a c c o unt c re a te d
• Pa tro ns with e xisting a c c o unts ne e d a b illing a c c o unt c re a te d

– T his c a n b e do ne o ne a t a time , o r….

Sc ripts, Custo miza tio n, a nd (Ya wn…)Ge tting the Pro c e ss in Pla c e

• E

ve ry pa tro n must ha ve a n a c c o unt a t the time b illing is a c tiva te d – e ve n if the re a re no pla ns to e ve r b ill the m

– T he “a c c ount” c a n b e te xt, numb e rs o r b o th I f the y do n’ t ha ve a n a c c o unt, a nd yo u wo uld like to se t o ne up fo r a ll pa tro ns, the n….

Use rs Who Are Alre a dy Re g iste re d

T his sc r ipt o nly affe c ts ne w r e que sts and no t r e que sts alr e ady in the syste m.

• DE

CL ARE @ use rna me nva rc ha r(50), @ inte rna lno flo a t;

• DE

CL ARE use r_c urso r CURSOR F OR

• SE

L E CT distinc t use rna me fro m Use rs

• WHE

RE use rna me no t in (se le c t distinc t Use rna me fro m Use rAc c o untsL ink)

• a nd use rna me no t in

('Unma tc he d','L e nding ')

• ORDE

R BY Use rna me ; e tc ….

And the n, Se t Use rs to E xe mpt-

Se ts use rs to “E xe mpt” so tha t b illing do e sn’ t c o me up upo n c he c k-in

use I L L Da ta (da ta b a se na me ) upda te Use rs se t Billing Ca te g o ry = 'E xe mpt'

Ne w Use rs Re g iste ring fo r the F irst T ime Ne e d a De fa ult Ac c o unt

One Mo re Ste p

Whe n a pa tro n re g iste rs, the y a re a uto ma tic a lly ta ke n to the E ditAc c o untI nfo rma tio n sc re e n, whic h mig ht b e c o nfusing . I nste a d o f se e ing the ir a c c o unt info rma tio n, yo u c a n hide the a c c o unt info rma tio n te xt, a nd inc lude a T

hank You F

• r

Re giste r ing me ssa g e .

Hiding the Ac c o unt I nfo rma tio n

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Additio na l Billing Ca te g o rie s – in the Custo miza tio n Ma na g e r

T he a dditiona l c ha rg e s now a ppe a r in the c lie nt

A fine / fe e o f $5 ha s b e e n a dde d to yo ur inte rlib ra ry lo a n a c c o unt fo r a n o ve rdue ite m:

L

• an T

itle : Ho w to Cha rg e Ove rdue F

ine s in I L L ia d/

L

• an Author

: Ho g b e n, Be n T N: 18475 Was due : 5/ 15/ 2014 a nd re turne d: 5/ 16/ 2014.

Ove rdue fine s fo r stude nts a re $5 a da y with a ma ximum fine o f $50. T he re is a $10 pro c e ssing fe e if the b o o k stra p is no t re turne d with the b o o k. Bo o k stra ps c o nta in impo rta nt do c ume nta tio n tha t is ne e de d to pro c e ss a nd re turn I L L ma te ria ls to the le nding lib ra rie s. Afte r a n ite m is 14 da ys o ve rdue , it will b e upda te d a s "lo st" in the lib ra ry syste m. Pa tro ns will b e c ha rg e d fo r the re pla c e me nt c o st o f the ir ite ms(s) a s de te rmine d b y the le nding lib ra ry a nd the ir I L L privile g e s will b e b lo c ke d until the ite m ha s b e e n re turne d, o r the re pla c e me nt c o st pa id. F ine s/ fe e s ma y b e pa id b y c he c k, mo ne y o rde r, o r I D E xpre ss a t the Circ ula tio n De sk, o r in c a sh a t the Ca shie ring windo w lo c a te d a t 328 Ca mpus Ce nte r. All c ha rg e s no t pa id within 30 da ys o f the da te a c c rue d will b e fo rwa rde d to o the r I tha c a Co lle g e

• ffic e s fo r c o lle c tio n. Stude nt a c c o unts will b e se nt to the Offic e o f Stude nt F

ina nc ia l Se rvic e s fo r c o lle c tio n.

I n Summa ry

Run a sc ript o n the se rve r to c re a te a n a c c o unt fo r a ll use rs Run a no the r sc ript so tha t a ll use rs a re se t to "E xe mpt" Ne w use rs ne e d to ha ve a n a c c o unt a uto ma tic a lly c re a te d upo n re g istra tio n - Custo miza tio n Ma na g e r E dit the E ditAc c o untI nfo rma tio n pa g e , so the y do n't se e a c c o unt info rma tio n Hide the ir a c c o unt info rma tio n o n the b o o k/ a rtic le pa g e s Add a dditio na l b illing c a te g o rie s in the Custo miza tio n Ma na g e r Cre a te a c usto m e -ma il te mpla te

Wish L ist for F utur e Re le ase s

• Billing b y pa tro n type , i.e . stude nt

a nd no t fa c ulty – One c lic k func tio na lity

• I

nte g ra te the b illing mo dule with the c lie nt; no t two se pa ra te pro g ra ms

• Pro vide a b illing histo ry fo r the

pa tro n within the use r’ s a c c o unt

Anne Ma rie L yo ns, ML I S – Atla s Sa ra h Sha nk – Bo rro wing Co o rdina to r, I tha c a Co lle g e

A Spe c ia l T ha nk Yo u T

• :

b ho g b e n@ I tha c a .e du

(Yo u c a n a lso find me a t twitte r, F a c e b o o k, L inke din, a nd o c c a sio na lly, Dunkin Do nuts) T ha nk yo u fo r liste ning – No w, the sta ff pe rspe c tive

Sta ff Pe rspe c tive

I llia d Billing fo r Bo rro wing

• Pa tro ns wo uld fina lly b e a b le to se e wha t I

L L ite m the y we re b e ing c ha rg e d fo r!

• Will b e e a sie r to tra c k I

L L fine s/ fe e s

• Still a ma nua l pro c e ss, b ut with fe we r syste m c ro sso ve rs; No mo re typing lo ng

title s into Vo ya g e r

E rro r—Ac c o unt Missing ?

K ind o f a BI G DE AL …

T he b illing mo dule fo r b o rro wing impa c ts a ll b o rro wing pro c e sse s…o rde ring , Re c e iving , E le c tro nic De live ry

Ste p one : Clo se re q ue st a nd

• pe n pa tro n’ s a c c o unt

Ste p two: c re a te a n a c c o unt

fo r the pa tro n

Ste p thr e e : Cha ng e the ir

b illing c a te g o ry to E xe mpt.

Ste p F

• ur

: RE

F RE SH

Ste p F ive : Ope n re q ue st

c ho o se a c c o unt info rma tio n. Pro c e ss a s no rma l.

Sc ripts we re run to c re a te a c c o unts fo r e ve ry pa tro n & se t the m a ll to e xe mpt. We we re e ve n a b le to ha ve I llia d c ho o se the c o rre c t a c c o unt fro m re q ue st c re a tio n to a vo id so me o f the te dium.

YE S!!

Stude nts/ Gr aduate s: F

ine s/ Re pla c e me nts/ Da ma g e Co sts

• $5/ da y fo r o ve rdue fine s (Ma x $50)
• Ma ximum fine is a dde d whe n b o o k is 10 da ys o ve rdue
• $10 missing b o o kstra p fe e
• Re pla c e me nt/ Da ma g e Cha rg e s de te rmine d b y le nding lib ra ry
• Afte r 30 da ys o f no n-pa yme nt fine s a re se nt to stude nt a c c o unts.

F ac ulty/ Staff: Re pla c e me nt/ Da ma g e Co sts o nly

• De te rmine d b y L

e nding institutio n

• Afte r 30 da ys o f no n-pa yme nt fe e s a re se nt to c o lle c tio ns

Pa tro n Re q ue sts/ Re c e ive s Bo o ks… L ib ra ry Se nds Co urte sy No tic e Pa tro n Re ne ws Pa tro n K e e ps b o o k b e yo nd due da te But, I ne e d this until the e nd o f the se me ste r!? !

Pa tro n

finally

re turns b o o k I te m c he c ke d in using I llia d We b Circ Stra p is Sta mpe d with re turn da te I te m is pla c e d o n re turn c a rt

Co mpa re with Re turn Que ue Re trie ve re turne d b o o ks Ma rk fine s

• n stra ps

Pre p b o o ks fo r re turn

Ope n re q ue st Clic k b illing Cho o se type o f fe e Add Billing No te s Add Amo unt Re c a lc ula te / Cha rg e I n I llia d…

E ma il te mpla te : T e lls wha t the fine / fe e is fo r, ho w muc h, a nd ho w to pa y it. I t a lso e xpla ins o ur po lic y. Se nd E

• ma il

Clic k: Ge ne ra te I nvo ic e s Clic k: Bo rro wing L

• g in to

Billing Ma na g e r No w… in Billing Ma na g e r…

Ro ute : Re q ue st F inishe d! Se a rc h fo r I nvo ic e Pa yme nt Re c e ive d Ma rk I te m Pa id Within Billing Ma na g e r…

Se a rc h I nvo ic e s b y e nd da te Clic k Print I nvo ic e s Ac c e ss E xc e l F ile Mo dify F ile / Se nd o n Within Billing Ma na g e r…

Ope n invo ic e E nte r Pa yme nt Amo unt Clic k “Add Pa yme nt” Se le c t Pa yme nt Me tho d Ma rking I te ms a s pa id E nte r Pa yme nt no te s

T IP: T ype in payme nt me thod to add to list pe r mane ntly

Is this pr

• c e ss do- able ?
• Ye s, b ut no t witho ut pe rsiste nc e

Wor th the time e ne r gy and initial fr ustr ation?

• Ye s, Use ful fo r ma inta ining b e tte r I

L L fe e re c o rds

• Ye s, Pro vide s Pa tro ns with a c le a re r ide a s o f I

L L fine s

• Ye s, o nc e imple me nte d, pro c e ss is no t time c o nsuming

Sugge stions for ar e as of impr

• ve me nt
• Mo dule ne e ds to b e mo re va ria b le
• Auto ma tio n o f the F

ine s/ F e e s a pplic a tio n pro c e ss

• Ab ility to SAVE

re q ue st c ha ng e s e ve n if the re is a n a c c o unt missing

Sar ah Shank

I L L Bo rro wing Co o rdina to r I tha c a Co lle g e

sshank@ithac a.e du 607- 274- 3891