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Status
colourYellow
titleDRAFT

Area coveredFines and Fees, 3rd Party Integrations
Lead Author
Co-authors

Rick Dietz, Stanislaus

Brian Moore (Unlicensed), San Diego

Eva Sorrell, San Bernardino

Suzanna Conrad (Unlicensed), Sacramento

Cecilia Huang, Pomona

Christian Ward, Sacramento

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Some CSU libraries export user fine/fee data to campus bursar systems. Creating an automated process allows for greater efficiency and provides the opportunity for integration of online payment through a campus payment processing system.  Alma's existing Bursar integration exports fines and fees data to an ERP system such as PeopleSoft, but upon export, the fines become closed and the user's record becomes active again.  The functionality desired by many campuses would enable fines and fees to be retrieved from Alma, payable by Credit Card through CashNet, with resulting confirmation of payment received by Alma and potentially by email to circulation desk staff.

User fine and fee data is available to 3rd party systems through Alma's External Systems Integration Profile, the User API, and the Analytics API. The first option utilizes Alma's built-in export functionality to extract patron fine/fee data and S/FTP to a campus server. Fines and fees exported via this method are considered closed in Alma, since they are handled by the campus bursar system.

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  • Analytics data only available once a day (for export to PeopleSoft).  Ex Libris enhancement request:  Retrieve user accounts from Users API via fine amount?
  • Removing Blocks/Holds in PeopleSoft remain manual; fine amount owed not available in PeopleSoft (necessarily) - if using Analytics API export, however, this could be available in PeopleSoft, once a day.
  • Need more information about CashNet portal setup (Christian Ward (Sacramento) is researching)
    • Info from Christian:  Requires CashNet add-on called "Smart Pay" used to build a "Storefront" web application.  Sacramento's parking services is using this type of integration with a third party parking tickets application that enables guests and campus users to pay citations through CashNet.   We may be able to work with CashNet to create an interface that all campuses could use but would need the CO to help with that.  It may be more efficient to straight into CashNet without using the unique account page, but that would be worked out with CashNet.  See Information re: Parking Fine Payment @ Sac State
  • Need to research any differences in approach for campuses using PayPal (e.g., Pomona) OR whether all CSUs using PayPal could move to CashNet for this integration.

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