Project Owner: Ian Chan (Unlicensed)
Overall Status
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Meeting Notes
Status Updates
Project Links
| Name | Location | Notes |
|---|---|---|
| PayPal Integration Script (SJSU) | GitHub | A PHP application for enabling users to pay fines and fees via PayPal and update the Alma user balance via API. Thanks to Jesse Cai, Christina Mune, and Micah Jeffries at SJSU for sharing! |
| Models of Fine / Fee Payment Integration | Confluence | A description of four possible integration methods for collecting fine/fee payments with Alma. |
| CashNet eMarket products | Confluence | A list of eMarket subscriptions by campus. Campuses with unlimited eMarkets can use a CashNet eMarket 'storefront' to collect fines and fees (see Models of Fine / Fee Payment Integration for a description of the eMarket integration, as well as pros and cons). A fee would need to be paid to CashNet for campuses that do not have unlimited eMarket licenses to set up a library eMarket storefront. |
| Procedures: Alma and Bursar Integration for Exchange of User Fine/Fee Data | Confluence | A work in progress describing configuration options. |
| Systems integration survey | Google Forms Survey | Determine current configurations and workflow specifics. |
| Ex Libris Bursar Integration Alma Configuration | Ex Libris Knowledge Center | For campuses that wish to use the bursar export model, where all fines/fees are exported to PeopleSoft, directions for configuring the Alma Bursar Integration Export in Alma. |
| Ex Libris Bursar Integration Export Documentation | Ex Libris Developer Network | |
| Integrating Alma and PayPal with the Alma REST APIs | Ex Libris Developer Network | |
| Configuring the WPM e-Payment System | Ex Libris Developer Network | A payment integration developed by Ex Libris for UK universities. Recommendation to propose to Ex Libris that a similar integration be built for US schools to use with CashNet. |
Major Milestones
| Stage | Complete By | Status | ||||||||
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| Meet to discuss overall project goals |
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| Send systems integration survey (in collaboration with other TF) |
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| Review survey findings and discuss deliverables |
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| Research possible frameworks used for 'storefront' application; gather additional information from campuses and CashNet |
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| Build sample integration "Storefront" application for custom application |
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| Form eMarkets / PS Integration (San Marcos model) and Bursar Integration Subgroups |
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Project Team
| Role | Name |
|---|---|
| Project Leads | Ian Chan (Unlicensed), San Marcos / Lauren Magnuson (Unlicensed), San Marcos |
| Team Members | Rick Dietz, Stanislaus Brian Moore (Unlicensed), San Diego Eva Sorrell, San Bernardino Suzanna Conrad (Unlicensed), Sacramento Cecilia Huang, Pomona Christian Ward, Sacramento Julie Kowalewski-Ward (Unlicensed) Aleta Asbury |
| Vendor Contacts | Sean Crosbie (Ex Libris, Sales) Josh Weisman (Ex Libris) Paul Tiglao (CSUSM Student Financial Services) Darryl Siefker (CashNet) darryl.siefker [at] blackboard.com Juliette Vo (CashNet) juliette.vo (at) blackboard.com |
| Informed / Other Stakeholders | David Walker, brandon dudley (Unlicensed), Access Services WG, Systems WG, Project Managers |
Why are we doing this?
To improve the user experience and backoffice management functions associated with paying and managing Library fines and fees.
Scope
- Document optional models for fine/fee payment integrations with CashNet
- Create documentation and possible scripts for campuses wishing to use the Bursar Export Integration
- Develop a custom fine/fee payment portal that integrates with CashNet
Related Projects
Fine / Patron Payment Custom Portal (CashNet)
Resources
Creating a Student Portal with the New Alma APIs
Ex Libris Student Portal Sample App - My Rails Library
Project Pages
Procedures
Notes and other documents
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Surveys
Fine/Fee Payment Alma Integrations (Responses)
Bursar integration (library exports fine/fees to bursar; does not accept payment) | 4 |
eMarket (out of the box payment portal) | 3 |
PeopleSoft Integration (San Marcos model that uses Analytics API export to PeopleSoft) | 4 |
We will not pursue a fine/fee payment integration for go live (will handle fine/fee payment manually/handle cash transactions at the desk) | 10 |
total replies | 21 |
no reply to survey | 2 |
total campus | 23 |
Post go-live, is your campus interested in the custom payment portal integration? | |
yes | 9 |
maybe | 7 |
no | 5 |