Re: [OPEN-ILS-GENERAL] Billing notices?

[Jason Stephenson]

So, I was wrong in what I said earlier.

We're just sending overdues and not anything based on patron exceeds fines.

We have a scheduled job to generate printable PDFs for the libraries 
that want to mail them to patrons.


Sorry for getting anyone's hopes up.

Jason

Re: [OPEN-ILS-GENERAL] Billing notices?

[Terran McCanna]

We have a number of libraries that use a collections agency (UMS) as well.
We export reports to them and they handle the notices.

Terran McCanna
PINES Program Manager
Georgia Public Library Service
1800 Century Place, Suite 150
Atlanta, GA 30345
404-235-7138
tmcca...@georgialibraries.org


On Tue, Mar 13, 2018 at 2:24 PM, Jessica Woolford <jwoolf...@biblio.org>
wrote:

> Hi Jennifer,
>
> We don't have any academic libraries as members, we have K-12 schools. For
> them, we set up some reports to run at the end of their semesters and
> helped them create a mail merge based on the report data. This is very
> similar to what Dawn's library is doing, except slightly more automated. I
> have attached the documentation we give these libraries for setting up the
> mail merge. I believe you can also set up the mail merge to email through
> Outlook if you have the Microsoft Office Suite.
>
> We have not set up any action triggers in the way that you're looking for,
> but I'm sure many our libraries would love to have something like that.
>
> On a related note, we have one library that uses a collectiton agency.
> They are a public library They send their patrons to collections after they
> reach $25 in fines. Any notifications they send once the patrons reach this
> threshold are handled by the collections agency, I believe.
>
> I hope that helps!
>
> Jessica
>
> On Tue, Mar 13, 2018 at 12:33 PM, Walz, Jennifer <jlw...@asbury.edu>
> wrote:
>
>> Jason and those he mentions -
>>
>>  Thanks!I would be grateful for ANY information about how to set this
>> up.   I CAN set up the trigger notice in the system IF I have some solid
>> information about how make it work.What triggers?  What hooks?  What
>> defaults?  Etc.
>>
>>  Can someone from Bibliomation or IIRC comment?   Send some specifics?
>>  How about any other academic libraries?
>>
>>  Anything that you can supply Jason would be most gratefully received.
>>
>>  Thanks!
>>
>> Jennifer
>>
>> -Original Message-
>> From: Open-ils-general [mailto:open-ils-general-bounc
>> e...@list.georgialibraries.org] On Behalf Of Jason Stephenson
>> Sent: Tuesday, March 13, 2018 10:59 AM
>> To: open-ils-general@list.georgialibraries.org
>> Subject: Re: [OPEN-ILS-GENERAL] Billing notices?
>>
>> Jennifer, et al.
>>
>> We generate bills for fines for some of our members. These are usually
>> sent by email using what I believe are the stock triggers for this. The
>> emails are sent when the patron exceeds the fine count.
>>
>> We may generate PDF bills for this for some of our members, but I'd need
>> to check that code to make certain, and I'm a bit busy with other things at
>> the moment.
>>
>> It sounds like you're asking for something that Evergreen may not do out
>> of the box, but I think Bibliomation may have set up once for their
>> academic members. IIRC, they had something that would generate billing
>> notices for students near the end of the semester.
>>
>> If you want more information about the usual fine notices, I can probably
>> look it up later.
>>
>> Cheers,
>> Jason
>>
>
>
>
> --
> Jessica Woolford
> Evergreen Systems Manager
> Bibliomation, Inc.
> 24 Wooster Ave.
> Waterbury, CT 06708
> 203-577-4070 ext. 105 <(203)%20577-4070>
>

Re: [OPEN-ILS-GENERAL] Billing notices?

[Ruth Frasur]

Our overdue notices, when we charged fines, included the amount due.  In my
mind, this functions as both a notice and bill.  It also includes the price
of the item (I'm sure you know) in case it needs to be replaced.

It seems like double duty to create something else within the ILS that is
accomplished by the print notifications.

On Mar 13, 2018 9:59 AM, "Walz, Jennifer"  wrote:

> All –
>
>
>
> So far I have received no response from anyone regarding billings.Are
> you telling me that NO LIBRARY out in Evergreen land ever sends out a bill
> to their patrons?
>
>
>
>   Surely this is not true.And then, if you DO send out a notice, what
> form does it take and how do you do it from Evergreen? What is the
> trigger?   What is the notice language like?   What is the frequency?
> WHEN does it escalate to a collections agency? How do you handle that
> with a notification?
>
>
>
> I have had at least 2 other people contact me to ask how this is done.
> Surely there is a need for this out there.
>
>
>
> Can anyone help?
>
>
>
> Thanks!
>
>
>
> Jennifer
>
> --
> Jennifer Walz, MLS - Head of Research & Distance Services
> Kinlaw Library -  *Asbury University*
> One Macklem Drive, Wilmore, KY 40390
> 859-858-3511 ext. 2269 <(859)%20858-3511>
> jlw...@asbury.edu
>
>
>

Re: [OPEN-ILS-GENERAL] Billing notices?

[Dawn Fritz]

Hi Jennifer,

When we joined Evergreen we were told that there is no automated Balance
Notice. Since we do send patrons to Collection, we wanted a way to notify
them about that potentially happening when they have fines but no lost
items. It's not as bad as it sounds, at least now that we have it all set
up! I think we look up about 5 patrons a day.

I absolutely agree that the best thing would be an automated notice, if you
do find a way to have that, I would be very interested in learning about it!

Thanks,

Dawn

On Tue, Mar 13, 2018 at 12:25 PM, Walz, Jennifer <jlw...@asbury.edu> wrote:

> Dawn,
>
>
>
> Thank you for this great information! That sounds like a workable
> process, but it sure would be nice to have this occur with the Evergreen
> software instead.   It sounds like you do a great deal of work to make this
> happen! Why can’t it be automated?
>
>
>
>Thanks!
>
>
>
> Jennifer
>
>
>
> *From:* Open-ils-general [mailto:open-ils-general-
> boun...@list.georgialibraries.org] *On Behalf Of *Dawn Fritz
> *Sent:* Tuesday, March 13, 2018 10:53 AM
>
> *To:* Evergreen Discussion Group
> *Subject:* Re: [OPEN-ILS-GENERAL] Billing notices?
>
>
>
> Hi,
>
>
>
> We are relatively new to Evergreen, this past October was our start time.
> With our former system a Balance Notice was automatically generated to send
> to patrons who had fines which would cause them to lose privileges. With
> the help of Elizabeth Davis, we created a Report which gives us a list of
> patrons who have had the Alert added to their record saying that they've
> reached the Fine Threshold. By adding a filter to say when the Alert was
> added, and having the report run daily, we can then send a Balance Notice
> to patrons each day. We have a Google Doc set up for our Notice and we just
> change the name, address, etc. for each new patron. The amount the patron
> owes is another filter, and sometimes it's not correct in the report.
> That's not a problem for us since we're already going through the list to
> choose which patrons get a Notice.
>
>
>
> If you'd like more details, I'll be glad to try to share what we use.
>
>
>
> Dawn Fritz - Circulation Manager
>
> Bethlehem Area Public Library
>
> Bethlehem Pa
>
>
>
> On Tue, Mar 13, 2018 at 10:24 AM, Walz, Jennifer <jlw...@asbury.edu>
> wrote:
>
> Terran,
>
>
>
> Thanks!   That gets a bit closer.
>
>
>
>I am TRYING to use that trigger for the notices.   It seems like a good
> fit, but I don’t see that it is working properly.  So there must be
> something I am missing.The trigger or hook or something is not right.
>
>
>
>   And for clarification to everyone – I don’t mean billing for lost or
> damaged items.   I mean for FINES.   Fines that have exceeded a threshold
> or amount.   Fines that have been on an account for a certain period of
> time.   HOW does everyone deal with this? Does everyone just let the
> amount sit there? I know that there is a way to limit their circulation
> functions or other things when the amount reaches a limit, but wouldn’t it
> be nice to NOTIFY people when that happens before they try to come in to
> check out books?It would also be very effective to notify patrons on
> some kind of time line so that they don’t let the amount sit and never get
> paid.   To be more clear – we have a transitory population – at an academic
> institution.   We cannot let our students leave campus without taking care
> of their bills – especially those over any limits we set.   It would be
> GREAT to have the notices go out one last time just prior to the end of
> each semester.   (our previous system had things like this and I confess I
> don’t know why this is so difficult in Evergreen)
>
>
>
>   Why can’t notices be triggered by a specific date?   Or a relative date?
>
>
>
> Thanks for any information anyone can supply!
>
>
>
> Jennifer
>
>
>
> *From:* Open-ils-general [mailto:open-ils-general-
> boun...@list.georgialibraries.org] *On Behalf Of *Terran McCanna
> *Sent:* Tuesday, March 13, 2018 10:10 AM
> *To:* Evergreen Discussion Group
> *Subject:* Re: [OPEN-ILS-GENERAL] Billing notices?
>
>
>
> Hi Jennifer,
>
> These are the notices we send out:
> https://pines.georgialibraries.org/dokuwiki/doku.php?id=circ:notification-
> wording
>
> We do not send any notices when a patron hits a total bill amount
> threshold.
>
> There is an an action trigger hook for penalty.PATRON_EXCEEDS_FINES but I
> have not tested it to see if it will work for what you want to do.
>
>
> Terran McCanna
> PINES Program Manager
> Georgia Public Library Service
&

Re: [OPEN-ILS-GENERAL] Billing notices?

[Walz, Jennifer]

Dawn,

Thank you for this great information! That sounds like a workable process, 
but it sure would be nice to have this occur with the Evergreen software 
instead.   It sounds like you do a great deal of work to make this happen! 
Why can’t it be automated?

   Thanks!

Jennifer

From: Open-ils-general 
[mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of Dawn 
Fritz
Sent: Tuesday, March 13, 2018 10:53 AM
To: Evergreen Discussion Group
Subject: Re: [OPEN-ILS-GENERAL] Billing notices?

Hi,

We are relatively new to Evergreen, this past October was our start time. With 
our former system a Balance Notice was automatically generated to send to 
patrons who had fines which would cause them to lose privileges. With the help 
of Elizabeth Davis, we created a Report which gives us a list of patrons who 
have had the Alert added to their record saying that they've reached the Fine 
Threshold. By adding a filter to say when the Alert was added, and having the 
report run daily, we can then send a Balance Notice to patrons each day. We 
have a Google Doc set up for our Notice and we just change the name, address, 
etc. for each new patron. The amount the patron owes is another filter, and 
sometimes it's not correct in the report. That's not a problem for us since 
we're already going through the list to choose which patrons get a Notice.

If you'd like more details, I'll be glad to try to share what we use.

Dawn Fritz - Circulation Manager
Bethlehem Area Public Library
Bethlehem Pa

On Tue, Mar 13, 2018 at 10:24 AM, Walz, Jennifer 
<jlw...@asbury.edu<mailto:jlw...@asbury.edu>> wrote:
Terran,

Thanks!   That gets a bit closer.

   I am TRYING to use that trigger for the notices.   It seems like a good fit, 
but I don’t see that it is working properly.  So there must be something I am 
missing.The trigger or hook or something is not right.

  And for clarification to everyone – I don’t mean billing for lost or damaged 
items.   I mean for FINES.   Fines that have exceeded a threshold or amount.   
Fines that have been on an account for a certain period of time.   HOW does 
everyone deal with this? Does everyone just let the amount sit there? I 
know that there is a way to limit their circulation functions or other things 
when the amount reaches a limit, but wouldn’t it be nice to NOTIFY people when 
that happens before they try to come in to check out books?It would also be 
very effective to notify patrons on some kind of time line so that they don’t 
let the amount sit and never get paid.   To be more clear – we have a 
transitory population – at an academic institution.   We cannot let our 
students leave campus without taking care of their bills – especially those 
over any limits we set.   It would be GREAT to have the notices go out one last 
time just prior to the end of each semester.   (our previous system had things 
like this and I confess I don’t know why this is so difficult in Evergreen)

  Why can’t notices be triggered by a specific date?   Or a relative date?

Thanks for any information anyone can supply!

Jennifer

From: Open-ils-general 
[mailto:open-ils-general-boun...@list.georgialibraries.org<mailto:open-ils-general-boun...@list.georgialibraries.org>]
 On Behalf Of Terran McCanna
Sent: Tuesday, March 13, 2018 10:10 AM
To: Evergreen Discussion Group
Subject: Re: [OPEN-ILS-GENERAL] Billing notices?

Hi Jennifer,
These are the notices we send out:
https://pines.georgialibraries.org/dokuwiki/doku.php?id=circ:notification-wording
We do not send any notices when a patron hits a total bill amount threshold.
There is an an action trigger hook for penalty.PATRON_EXCEEDS_FINES but I have 
not tested it to see if it will work for what you want to do.

Terran McCanna
PINES Program Manager
Georgia Public Library Service
1800 Century Place, Suite 150 
<https://maps.google.com/?q=1800+Century+Place,+Suite+150++%0D%0AAtlanta,+GA+30345=gmail=g>
Atlanta, GA 30345
404-235-7138<tel:(404)%20235-7138>
tmcca...@georgialibraries.org<mailto:tmcca...@georgialibraries.org>

On Tue, Mar 13, 2018 at 9:58 AM, Walz, Jennifer 
<jlw...@asbury.edu<mailto:jlw...@asbury.edu>> wrote:
All –

So far I have received no response from anyone regarding billings.Are you 
telling me that NO LIBRARY out in Evergreen land ever sends out a bill to their 
patrons?

  Surely this is not true.And then, if you DO send out a notice, what form 
does it take and how do you do it from Evergreen? What is the trigger?   
What is the notice language like?   What is the frequency?   WHEN does it 
escalate to a collections agency? How do you handle that with a 
notification?

I have had at least 2 other people contact me to ask how this is done.   Surely 
there is a need for this out there.

Can anyone help?

Thanks!

Jennifer
--
Jennifer Walz, MLS - Head of Research & Distance Services
K

Re: [OPEN-ILS-GENERAL] Billing notices?

[Walz, Jennifer]

Jason and those he mentions -

 Thanks!I would be grateful for ANY information about how to set this up.   
I CAN set up the trigger notice in the system IF I have some solid information 
about how make it work.What triggers?  What hooks?  What defaults?  Etc.

 Can someone from Bibliomation or IIRC comment?   Send some specifics?   How 
about any other academic libraries?

 Anything that you can supply Jason would be most gratefully received.

 Thanks!

Jennifer

-Original Message-
From: Open-ils-general 
[mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of Jason 
Stephenson
Sent: Tuesday, March 13, 2018 10:59 AM
To: open-ils-general@list.georgialibraries.org
Subject: Re: [OPEN-ILS-GENERAL] Billing notices?

Jennifer, et al.

We generate bills for fines for some of our members. These are usually sent by 
email using what I believe are the stock triggers for this. The emails are sent 
when the patron exceeds the fine count.

We may generate PDF bills for this for some of our members, but I'd need to 
check that code to make certain, and I'm a bit busy with other things at the 
moment.

It sounds like you're asking for something that Evergreen may not do out of the 
box, but I think Bibliomation may have set up once for their academic members. 
IIRC, they had something that would generate billing notices for students near 
the end of the semester.

If you want more information about the usual fine notices, I can probably look 
it up later.

Cheers,
Jason

Re: [OPEN-ILS-GENERAL] Billing notices?

[Jason Stephenson]

Jennifer, et al.

We generate bills for fines for some of our members. These are usually 
sent by email using what I believe are the stock triggers for this. The 
emails are sent when the patron exceeds the fine count.


We may generate PDF bills for this for some of our members, but I'd need 
to check that code to make certain, and I'm a bit busy with other things 
at the moment.


It sounds like you're asking for something that Evergreen may not do out 
of the box, but I think Bibliomation may have set up once for their 
academic members. IIRC, they had something that would generate billing 
notices for students near the end of the semester.


If you want more information about the usual fine notices, I can 
probably look it up later.


Cheers,
Jason

Re: [OPEN-ILS-GENERAL] Billing notices?

[Dawn Fritz]

Hi,

We are relatively new to Evergreen, this past October was our start time.
With our former system a Balance Notice was automatically generated to send
to patrons who had fines which would cause them to lose privileges. With
the help of Elizabeth Davis, we created a Report which gives us a list of
patrons who have had the Alert added to their record saying that they've
reached the Fine Threshold. By adding a filter to say when the Alert was
added, and having the report run daily, we can then send a Balance Notice
to patrons each day. We have a Google Doc set up for our Notice and we just
change the name, address, etc. for each new patron. The amount the patron
owes is another filter, and sometimes it's not correct in the report.
That's not a problem for us since we're already going through the list to
choose which patrons get a Notice.

If you'd like more details, I'll be glad to try to share what we use.

Dawn Fritz - Circulation Manager
Bethlehem Area Public Library
Bethlehem Pa

On Tue, Mar 13, 2018 at 10:24 AM, Walz, Jennifer <jlw...@asbury.edu> wrote:

> Terran,
>
>
>
> Thanks!   That gets a bit closer.
>
>
>
>I am TRYING to use that trigger for the notices.   It seems like a good
> fit, but I don’t see that it is working properly.  So there must be
> something I am missing.The trigger or hook or something is not right.
>
>
>
>   And for clarification to everyone – I don’t mean billing for lost or
> damaged items.   I mean for FINES.   Fines that have exceeded a threshold
> or amount.   Fines that have been on an account for a certain period of
> time.   HOW does everyone deal with this? Does everyone just let the
> amount sit there? I know that there is a way to limit their circulation
> functions or other things when the amount reaches a limit, but wouldn’t it
> be nice to NOTIFY people when that happens before they try to come in to
> check out books?It would also be very effective to notify patrons on
> some kind of time line so that they don’t let the amount sit and never get
> paid.   To be more clear – we have a transitory population – at an academic
> institution.   We cannot let our students leave campus without taking care
> of their bills – especially those over any limits we set.   It would be
> GREAT to have the notices go out one last time just prior to the end of
> each semester.   (our previous system had things like this and I confess I
> don’t know why this is so difficult in Evergreen)
>
>
>
>   Why can’t notices be triggered by a specific date?   Or a relative date?
>
>
>
> Thanks for any information anyone can supply!
>
>
>
> Jennifer
>
>
>
> *From:* Open-ils-general [mailto:open-ils-general-
> boun...@list.georgialibraries.org] *On Behalf Of *Terran McCanna
> *Sent:* Tuesday, March 13, 2018 10:10 AM
> *To:* Evergreen Discussion Group
> *Subject:* Re: [OPEN-ILS-GENERAL] Billing notices?
>
>
>
> Hi Jennifer,
>
> These are the notices we send out:
> https://pines.georgialibraries.org/dokuwiki/doku.php?id=circ:notification-
> wording
>
> We do not send any notices when a patron hits a total bill amount
> threshold.
>
> There is an an action trigger hook for penalty.PATRON_EXCEEDS_FINES but I
> have not tested it to see if it will work for what you want to do.
>
>
> Terran McCanna
> PINES Program Manager
> Georgia Public Library Service
> 1800 Century Place, Suite 150
> <https://maps.google.com/?q=1800+Century+Place,+Suite+150++%0D%0AAtlanta,+GA+30345=gmail=g>
> Atlanta, GA 30345
> 404-235-7138 <(404)%20235-7138>
> tmcca...@georgialibraries.org
>
>
>
> On Tue, Mar 13, 2018 at 9:58 AM, Walz, Jennifer <jlw...@asbury.edu> wrote:
>
> All –
>
>
>
> So far I have received no response from anyone regarding billings.Are
> you telling me that NO LIBRARY out in Evergreen land ever sends out a bill
> to their patrons?
>
>
>
>   Surely this is not true.And then, if you DO send out a notice, what
> form does it take and how do you do it from Evergreen? What is the
> trigger?   What is the notice language like?   What is the frequency?
> WHEN does it escalate to a collections agency? How do you handle that
> with a notification?
>
>
>
> I have had at least 2 other people contact me to ask how this is done.
> Surely there is a need for this out there.
>
>
>
> Can anyone help?
>
>
>
> Thanks!
>
>
>
> Jennifer
>
> --
> Jennifer Walz, MLS - Head of Research & Distance Services
> Kinlaw Library -  *Asbury University*
> One Macklem Drive, Wilmore, KY 40390
> 859-858-3511 ext. 2269 <(859)%20858-3511>
> jlw...@asbury.edu
>
>
>
>
>

Re: [OPEN-ILS-GENERAL] Billing notices?

[Walz, Jennifer]

Terran,

Thanks!   That gets a bit closer.

   I am TRYING to use that trigger for the notices.   It seems like a good fit, 
but I don’t see that it is working properly.  So there must be something I am 
missing.The trigger or hook or something is not right.

  And for clarification to everyone – I don’t mean billing for lost or damaged 
items.   I mean for FINES.   Fines that have exceeded a threshold or amount.   
Fines that have been on an account for a certain period of time.   HOW does 
everyone deal with this? Does everyone just let the amount sit there? I 
know that there is a way to limit their circulation functions or other things 
when the amount reaches a limit, but wouldn’t it be nice to NOTIFY people when 
that happens before they try to come in to check out books?It would also be 
very effective to notify patrons on some kind of time line so that they don’t 
let the amount sit and never get paid.   To be more clear – we have a 
transitory population – at an academic institution.   We cannot let our 
students leave campus without taking care of their bills – especially those 
over any limits we set.   It would be GREAT to have the notices go out one last 
time just prior to the end of each semester.   (our previous system had things 
like this and I confess I don’t know why this is so difficult in Evergreen)

  Why can’t notices be triggered by a specific date?   Or a relative date?

Thanks for any information anyone can supply!

Jennifer

From: Open-ils-general 
[mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of Terran 
McCanna
Sent: Tuesday, March 13, 2018 10:10 AM
To: Evergreen Discussion Group
Subject: Re: [OPEN-ILS-GENERAL] Billing notices?

Hi Jennifer,
These are the notices we send out:
https://pines.georgialibraries.org/dokuwiki/doku.php?id=circ:notification-wording
We do not send any notices when a patron hits a total bill amount threshold.
There is an an action trigger hook for penalty.PATRON_EXCEEDS_FINES but I have 
not tested it to see if it will work for what you want to do.

Terran McCanna
PINES Program Manager
Georgia Public Library Service
1800 Century Place, Suite 150
Atlanta, GA 30345
404-235-7138
tmcca...@georgialibraries.org<mailto:tmcca...@georgialibraries.org>

On Tue, Mar 13, 2018 at 9:58 AM, Walz, Jennifer 
<jlw...@asbury.edu<mailto:jlw...@asbury.edu>> wrote:
All –

So far I have received no response from anyone regarding billings.Are you 
telling me that NO LIBRARY out in Evergreen land ever sends out a bill to their 
patrons?

  Surely this is not true.And then, if you DO send out a notice, what form 
does it take and how do you do it from Evergreen? What is the trigger?   
What is the notice language like?   What is the frequency?   WHEN does it 
escalate to a collections agency? How do you handle that with a 
notification?

I have had at least 2 other people contact me to ask how this is done.   Surely 
there is a need for this out there.

Can anyone help?

Thanks!

Jennifer
--
Jennifer Walz, MLS - Head of Research & Distance Services
Kinlaw Library -  Asbury University
One Macklem Drive, Wilmore, KY 40390
859-858-3511 ext. 2269<tel:(859)%20858-3511>
jlw...@asbury.edu<mailto:jlw...@asbury.edu>

Re: [OPEN-ILS-GENERAL] Billing notices?

[Terran McCanna]

Hi Jennifer,

These are the notices we send out:
https://pines.georgialibraries.org/dokuwiki/doku.php?id=circ:notification-wording

We do not send any notices when a patron hits a total bill amount
threshold.

There is an an action trigger hook for penalty.PATRON_EXCEEDS_FINES but I
have not tested it to see if it will work for what you want to do.

Terran McCanna
PINES Program Manager
Georgia Public Library Service
1800 Century Place, Suite 150
Atlanta, GA 30345
404-235-7138
tmcca...@georgialibraries.org


On Tue, Mar 13, 2018 at 9:58 AM, Walz, Jennifer  wrote:

> All –
>
>
>
> So far I have received no response from anyone regarding billings.Are
> you telling me that NO LIBRARY out in Evergreen land ever sends out a bill
> to their patrons?
>
>
>
>   Surely this is not true.And then, if you DO send out a notice, what
> form does it take and how do you do it from Evergreen? What is the
> trigger?   What is the notice language like?   What is the frequency?
> WHEN does it escalate to a collections agency? How do you handle that
> with a notification?
>
>
>
> I have had at least 2 other people contact me to ask how this is done.
> Surely there is a need for this out there.
>
>
>
> Can anyone help?
>
>
>
> Thanks!
>
>
>
> Jennifer
>
> --
> Jennifer Walz, MLS - Head of Research & Distance Services
> Kinlaw Library -  *Asbury University*
> One Macklem Drive, Wilmore, KY 40390
> 859-858-3511 ext. 2269 <(859)%20858-3511>
> jlw...@asbury.edu
>
>
>

[OPEN-ILS-GENERAL] Billing notices?

[Walz, Jennifer]

All -

So far I have received no response from anyone regarding billings.Are you 
telling me that NO LIBRARY out in Evergreen land ever sends out a bill to their 
patrons?

  Surely this is not true.And then, if you DO send out a notice, what form 
does it take and how do you do it from Evergreen? What is the trigger?   
What is the notice language like?   What is the frequency?   WHEN does it 
escalate to a collections agency? How do you handle that with a 
notification?

I have had at least 2 other people contact me to ask how this is done.   Surely 
there is a need for this out there.

Can anyone help?

Thanks!

Jennifer
--
Jennifer Walz, MLS - Head of Research & Distance Services
Kinlaw Library -  Asbury University
One Macklem Drive, Wilmore, KY 40390
859-858-3511 ext. 2269
jlw...@asbury.edu

[OPEN-ILS-GENERAL] Billing notices - anyone use them?

[Walz, Jennifer]

All -

I really want to have a notice go out to our patrons when they exceed the 
penalty threshold.   Has anyone done this??How do I set this up?   Details 
please!

  Also, it would be great to maybe have an additional notice go out at certain 
intervals AFTER the initial notice.   How is that done?

Thanks!

Jennifer
--
Jennifer Walz, MLS - Head of ILS collections and bills
Kinlaw Library -  Asbury University
One Macklem Drive, Wilmore, KY 40390
859-858-3511 ext. 2269
jlw...@asbury.edu

Re: [OPEN-ILS-GENERAL] Billing notices

[Remington Steed]

Hi Jennifer,

I believe the granularity is only a way to group notices together, and
doesn't actually affect when it runs.  The cron settings are what link a
particular granularity to a frequency.  So if your server already has a
cron job for triggers with no granularity, then removing the granularity
from your trigger would allow it to be run the next time the cron job
sequence runs.  However, it is possible your trigger has already been
getting processed and piling up a lot of "pending" notices.  If this is the
case, then removing the granularity might send those "pending" notices,
which may be redundant or outdated.  So it's probably best to coordinate
with your server/database administrator.

Here is some documentation about the cron script, in case your server admin
needs it:

http://docs.evergreen-ils.org/3.0/_processing_action_triggers.html

Remington

On Fri, Feb 2, 2018 at 9:13 AM Walz, Jennifer <jlw...@asbury.edu> wrote:

> Remington,
>
>
>
>   I don’t have direct access to the server processes so I cannot speak to
> the first part.   Could be there is a cron job, but I will have to ask
> someone to check on that for me.
>
>
>
>   I will look into the second part regarding the delay.
>
>
>
>   Do you know if I took off the granularity, would it run just once when
> the user hit the limit?At this point, I am not sure it runs at all.
>   So, I am wondering if there is something else that is not set correctly.
>
>
>
> Thanks!
>
>
>
> Jennifer
>
>
>
> *From:* Open-ils-general [mailto:
> open-ils-general-boun...@list.georgialibraries.org] *On Behalf Of *Remington
> Steed
> *Sent:* Friday, February 02, 2018 8:57 AM
> *To:* Evergreen Discussion Group
> *Subject:* Re: [OPEN-ILS-GENERAL] Billing notices
>
>
>
> Hi Jennifer,
>
> It seems you have a granularity of "Weekly" for this trigger.  Do you have
> a cron job setup for "action_trigger_runner.pl --run-pending
> --granularity=Weekly" ?  If you run that script without a "--granularity"
> specific, I believe it will only run triggers with a blank granularity
> value.
>
> Regarding repeated events, take a look at the “Event Repeatability Delay”
> field on the Action Trigger Event Definition:
>
> *http://docs.evergreen-ils.org/3.0/_notifications_action_triggers.html
> <http://docs.evergreen-ils.org/3.0/_notifications_action_triggers.html>*
>
>
> The docs say “Allows events to be repeated after this delay interval”,
> which is not very detailed, but sounds like it would help. I recall someone
> saying it's important to have the correct combination of repeatability and
> "Max Event Validity Delay".
>
>
>
> Remington
>
> --
> Remington Steed
> Electronic Resources Specialist
> Hekman Library, Calvin College
> http://library.calvin.edu/
>
>
>
> *From:* Open-ils-general [mailto:
> open-ils-general-boun...@list.georgialibraries.org] *On Behalf Of *Walz,
> Jennifer
> *Sent:* Thursday, February 01, 2018 7:16 PM
> *To:* Evergreen Discussion Group <
> open-ils-general@list.georgialibraries.org>
> *Subject:* [OPEN-ILS-GENERAL] Billing notices
>
>
>
> All –
>
>
>
>   I think we are having trouble with our ‘billing’ notice.   I am not sure
> we have it set correctly with the right trigger and so forth.  Patrons do
> not seem to be getting these, even when we think the conditions have been
> met.
>
>
>
> What we want is for when a patron goes past the $5.00 limit in total
> amount owed, to be sent a notice saying that.   And also telling them that
> their ability to check out is now prevented.In addition, we would like
> this to REPEAT every week (can we set it smaller?) until it is paid down
> below that limit.   Is this possible?
>
>
>
>   What we have set now is this:
>
>   What are the correct hooks, processing delay, validators, and
> granularity that we do want to set?Am I missing something?  What other
> settings do we need?
>
>
>
> Thanks!
>
>
> Jennifer
>
> --
> Jennifer Walz, MLS - Head of ILS Financial Services
> Kinlaw Library  - Asbury University
> 1 Macklem Drive, Wilmore, KY 40390
> <https://maps.google.com/?q=1+Macklem+Drive,+Wilmore,+KY+40390=gmail=g>
> 859-858-3511 ext. 2269 <(859)%20858-3511>
> jlw...@asbury.edu
>
>
>

Re: [OPEN-ILS-GENERAL] Billing notices

[Remington Steed]

Hi Jennifer,

It seems you have a granularity of "Weekly" for this trigger.  Do you have
a cron job setup for "action_trigger_runner.pl --run-pending
--granularity=Weekly" ?  If you run that script without a "--granularity"
specific, I believe it will only run triggers with a blank granularity
value.

Regarding repeated events, take a look at the “Event Repeatability Delay”
field on the Action Trigger Event Definition:

*http://docs.evergreen-ils.org/3.0/_notifications_action_triggers.html
<http://docs.evergreen-ils.org/3.0/_notifications_action_triggers.html>*

The docs say “Allows events to be repeated after this delay interval”,
which is not very detailed, but sounds like it would help. I recall someone
saying it's important to have the correct combination of repeatability and
"Max Event Validity Delay".

Remington

--
Remington Steed
Electronic Resources Specialist
Hekman Library, Calvin College
http://library.calvin.edu/



*From:* Open-ils-general [mailto:
open-ils-general-boun...@list.georgialibraries.org] *On Behalf Of *Walz,
Jennifer
*Sent:* Thursday, February 01, 2018 7:16 PM
*To:* Evergreen Discussion Group <open-ils-general@list.georgialibraries.org
>
*Subject:* [OPEN-ILS-GENERAL] Billing notices



All –



  I think we are having trouble with our ‘billing’ notice.   I am not sure
we have it set correctly with the right trigger and so forth.  Patrons do
not seem to be getting these, even when we think the conditions have been
met.



What we want is for when a patron goes past the $5.00 limit in total amount
owed, to be sent a notice saying that.   And also telling them that their
ability to check out is now prevented.In addition, we would like this
to REPEAT every week (can we set it smaller?) until it is paid down below
that limit.   Is this possible?



  What we have set now is this:

  What are the correct hooks, processing delay, validators, and granularity
that we do want to set?Am I missing something?  What other settings do
we need?



Thanks!


Jennifer

--
Jennifer Walz, MLS - Head of ILS Financial Services
Kinlaw Library  - Asbury University
1 Macklem Drive, Wilmore, KY 40390
859-858-3511 ext. 2269
jlw...@asbury.edu

[OPEN-ILS-GENERAL] Billing notices

[Walz, Jennifer]

All -

  I think we are having trouble with our 'billing' notice.   I am not sure we 
have it set correctly with the right trigger and so forth.  Patrons do not seem 
to be getting these, even when we think the conditions have been met.

What we want is for when a patron goes past the $5.00 limit in total amount 
owed, to be sent a notice saying that.   And also telling them that their 
ability to check out is now prevented.In addition, we would like this to 
REPEAT every week (can we set it smaller?) until it is paid down below that 
limit.   Is this possible?

  What we have set now is this:

[cid:image003.jpg@01D39B91.20842250]

  What are the correct hooks, processing delay, validators, and granularity 
that we do want to set?Am I missing something?  What other settings do we 
need?

Thanks!

Jennifer
--
Jennifer Walz, MLS - Head of ILS Financial Services
Kinlaw Library  - Asbury University
1 Macklem Drive, Wilmore, KY 40390
859-858-3511 ext. 2269
jlw...@asbury.edu