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Date 04 Apr 2017
Attendees Goals Determine next steps for helping institutions with their Fine/Fee integration Discussion items Time Item Who Notes 20min Information from CashNet
See March Status Update #2 Need decision:should we pursue a CSU-wide solution given complexity of required eMarket? What other information do we need?
10min Form / define work plan for eMarket / PS Integration (San Marcos) / Bursar Integration subgroups/leads
Scope of each groupGather / create documentation on each integration Plan and host Zoom call describing steps for integration. Use Q&A format, gather questions in advance San Marcos vs. Bursar Integration:
Ultimately San Marcos doesn't want to be accepting payments in the library Benefit of San Marcos model: fine/fee is in Alma, can be used to continue to block user privileges if TOU is configured to San Marcos uses Analytics output report (available as of 5PM previous day)Alternate method to identify users for fines/fees -export user accounts that have changed in 24 hoursUsed in production w/DCB Could leverage and do additional queries to use this 2 additional phases for San Marcos model to be completedWill need separate eMarket as a backup for same day fine/fee transactionse.g., someone incurs fee at noon, wants to pay immediately, can't be done w/existing PeopleSoft integration model If borrowing privileges are not affected by fines/fees, no eMarket backup essential How to handle community borrowers?At Stanislaus, borrowing privileges are suspended Paper form w/PeopleSoft details (user details, fine amount, and PeopleSoft account), send borrower to bursar's office At San Marcos, separate eMarket for non-campus people, posts to library account in PeopleSoft in student financial servicesLibrary itself does not manage transactions Native bursar is much less workLibrary has no involvement in fines/fees Alma dumps data to PeopleSoft, no payment info gets sent back to Alma, fines/fees are closed in Alma San Marcos PeopleSoft model update:
Not yet in production Successfully uploaded data from Alma to PeopleSoft, including line item charge Road block when working with PeopleSoft side Difficult to automate ingestion of file from Alma to PeopleSoft Haven't yet developed query for PeopleSoft to find payments and pay back into Alma (not road black, just hasn't been developed yet) San Marcos use of eMarket:
Currently in production, user enters any amount owed manually, funds get paid directly to library account To look at Alma > CashNet integration as a backup Sacramento use of CashNet/T2:
T2 contains payment portal - payment protocol gets sent to CashNet via SmartPay - may be written into the Sacramento CashNet Lauren Magnuson (Unlicensed) - how many SmartPay interfaces are available for each campus?Still would need a shopping cart system outside of Primo/Alma intermediary between Primo (analogous to eCommerce model from Millennium) Lauren Magnuson (Unlicensed) to follow up w/Russel at Sacramento (Christian to provide contact information)
Action items Ian Chan (Unlicensed) to get sample PeopleSoft bursar ingest fileEnhancement request : Output all users w/fines and fees as with bursar export job except do not close fines/fees OR enable API to query all users w/fines/fees balance above $0 Lauren Magnuson (Unlicensed) - submit Idea Exchange Lauren Magnuson (Unlicensed) contact Matthew about next Access Services meetingChristian Ward to investigate name of CashNet integration used w/T2 > SmartPay Ian Chan (Unlicensed) to create ULMS wiki page re: San Marcos IntegrationRick Dietz to create ULMS wiki page re: Bursar Integration and steps involved Lauren Magnuson (Unlicensed) / Christian / Ian Chan (Unlicensed) to work together on specs for potential Alma > CashNet integration using