Project Owner: Ian Chan (Unlicensed)
Overall Status
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Meeting Notes
Status Updates
Project Links
Name | Location | Notes |
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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
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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 |
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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 |