2017-02-10 Meeting notes

Date

Discussion items

TimeItemWhoNotes
  • Question: who tracks payments?
    • If bursar export, library does not handle / track money
    • If custom payment interface, library tracks money
  • Considerations of models:
    • Bursar integration: library "washes its hands" - money is owed to the university
      • Stanislaus wants this
    • Library-specific custom payment portal:
        • More information needed: handling PCI requirements (payment card industry requirements)
          • Paperwork to show that information is secure
        • Ian Chan (Unlicensed) to investigate Drupal module which uses CashNet
        • Primo Back Office setup:
          • Add "additional links" to "My Account" area of Primo
          • link type for "payment" - similar to payment module for eCommerce - point to application that handles payment
            • Sends userID to custom interface that pulls userID, then pulls fines/fees based upon userID
          • Local process that is linked to - gathers what fines are available on the account and send the information on to PayPal
          • Setting in CashNet to tell CashNet where to go back to after fines have been paid, processing scripts sends data to Alma to indicate that fines have been paid
      • eMarkets model
        • $3500/yr (unless unlimited eMarket license)
        • Potentially recommend that campuses purchase / take advantage of eMarket for year1, while custom interface is developed
        • Downside - when they go into the CashNet portal, the amount they need to pay is not specified. Shows as $0 balance due
        • When payment received, email is sent to circ inbox, and someone has to apply the payment to Alma and release payment in PeopleSoft
          • to potentially automate - grab data out of email and send to Alma Fines/Fees API
      • More information needed: Accounting / reconciliation fines/fees and payment trails
        • When Sacramento used eCommerce model, daily totals sent to campus financials - entered into CashNet / automatically pushed into PeopleSoft in nightly job (at Sacramento for parking, no longer need receipts as they are sent to PeopleSoft automatically) -
      • More information needed: Fines to go general fund, replacement costs are kept by the library - Can CashNet understand which fines go to which fund?
        • With parking T2 - there's an identifier for the type of transaction
        • bill by type of charge - fine/fee vs. replacement
        • Lauren Magnuson (Unlicensed) ask CashNet: Alma differentiates between transaction type (fine vs. replacement) - would CashNet be able to communicate the charge type that was paid back to Alma?
        • Lauren Magnuson (Unlicensed) reach out to Delfin at Stanislaus - student financial services
      • Present options at Access Services meeting next Wednesday to discuss pros/cons of each model
    

Action items