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    Patron Charges Configuration

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    Configuring Fines/Fees Behavior

    To configure fine/fee behavior, you must have one of the following roles:
    • User Administrator
    • General System Administrator
    You can configure options for fines/fees behavior. For example, you can specify whether the fine/fee can be waived, activated manually, or refunded.
    The specific fine/fee types are predefined and cannot be edited.
    You configure fines/fees behavior on the FineFeeTypeDefinition Mapping Table page (Administration > User Management Configuration > Configuration > Patron Charges > Fines/Fees Behavior).
    Fine Fee Type Definition.png
    FineFeeTypeDefinition Mapping Table Page
    The Mapping Table page displays:
    • Details about the table that contains the fines/fees behavior options for the institution.
    • A list of the fines/fees behavior options that are defined for the institution.
    To edit the details of fines/fees behavior options:
    1. On the FineFeeTypeDefinition Mapping Table page (Administration > User Management Configuration > Configuration > Patron Charges > Fines/Fees Behavior), in the Mapping Table Rows section, locate the set of fines/fees behavior options that you want to edit.
    2. Click Customize in the row you want to edit.
    3. In the Waivable? column, select True to indicate that the specified fine/fee can be waived, or select False to indicate that the specified fine/fee cannot be waived.
    4. In the Manual Creation? column, select True to indicate that the specified fine/fee can be assigned to users (that is, it appears in the Fee Type field when clicking Add Fine or Fee to assign a fine/fee to a user), or select False to indicate that the specified fine/fee cannot be assigned to users (see Assigning Fines/Fees to Users).
    5. In the Refundable? column, select True to indicate that the specified fine/fee can be refunded, or select False to indicate that the specified fine/fee cannot be refunded.
      You can click Restore at any time to restore the initial (default) parameter value.
    6. In the VAT Percentage column, enter a number between 0 and 100. This will calculate the VAT percentage for the particular fine or fee. The calculated value displays on the Fines/Fees tab of User Details as well as the USER_FINES_FEES table for analytics.
    7. Click Save to store the modified fines/fees behavior options in the system.

    Configuring Reasons for Waiving Fines/Fees

    To configure reasons for waiving fines/fees, you must have one of the following roles:
    • User Administrator
    • General System Administrator
    Alma enables you to configure the reasons for waiving fines/fees.
    You configure the reasons for waiving fines/fees on the FineFeeTransactionReason Code Table page (Administration > User Management Configuration > Configuration Menu > Patron Charges > Reasons for Waiving Fine/Fee).
    Code Table Page Reasons for Waiving Fine/Fee
    The FineFeeTransactionReason Code Table page displays:
    • details about the reasons for waiving fines/fees.
    • A list of the reasons for waiving fines/fees that are defined
    You can perform the following actions on this page:
    • Add reasons for waiving fines/fees (see Adding Reasons for Waiving Fines/Fees)
    • Edit reasons for waiving fines/fees (see Editing Reasons for Waiving Fines/Fees)
    • Delete reasons for waiving fines/fees (click Delete to the right of the category that you want to delete)
    • Disable a reason for waiving fines/fees (click the yellow check mark to the left of the reason. To enable a disabled reason, click the relevant gray check mark .)

    Adding Reasons for Waiving Fines/Fees

    You can add new reasons for waiving fines/fees.
    To add new reasons for waiving fines/fees:
    1. On the FineFeeTransactionReason Code Table page (Administration > User Management Configuration > Configuration Menu > Patron Charges > Reasons for Waiving Fine/Fee), in the Create New Code Table Row section, enter a code for the reason for waiving a fine/fee.
      Create New Reason For Waving a Fine/Fee
    2. Enter a description for the reason for waiving fine/fee field.
    3. From the Default value drop-down list, select Yes if the new reason for waiving fine/fee field will be the default reason field whenever a reason for waiving fine/fee is configured.
    4. Click the Add Row button. The new reasons for waiving fine/fee field is displayed at the bottom of the list of defined reasons for waiving fine/fee. Note that by default, each new reason for waiving fine/fee is enabled. To disable a reason for waiving fine/fee field, click the yellow check mark to the left of the reason for waiving fine/fee field.
    5. Click Save to store the new reason for waiving fine/fee field details in the system.
      Code Table Page Reason For Waiving Fine/Fee

    Editing Reasons for Waiving Fines/Fees

    You can edit the details of the reasons for waiving fines/fees.
    To edit the details of reasons for waiving fines/fees:
    1. On the FineFeeTransactionReason Code Table page (Administration > User Management Configuration > Configuration Menu > Patron Charges > Reasons for Waiving Fine/Fee), in the Reasons for Transaction section, locate the field that you want to edit.
      Code Table Page List of Reasons For Waiving Fine/Fee
    2. Modify the reason for waiving fine/fee field code and description, as required.
    3. Use the Display or Order up and down arrows to set the order of the reasons for waiving fine/fee fields.
    4. Select Default Value if the new reason for waiving fine/fee field will be the default reason for waiving fine/fee field.
    5. Click Save to store the modified reason for waiving fine/fee in the system.

    Configuring Fines/Fees Notification Profiles

    Alma enables you to configure patron notifications of fines and fees.
    To configure the patron notifications of fines and fees
    1. Access the Fines/Fees Notification Profiles List page (Administration > User Management Configuration > Configuration Menu > Patron Charges > Fines/Fees Notification Profiles).
      Fines/Fees Notification Profiles List
    2. Click Add Fines/Fees Notification Profile to add a new profile or select Actions > Edit for an existing profile to edit a profile.
      Fines/Fees Notification Profile
    3. Fill in the relevant fields. The fields are:
      • Name - Profile name
      • Description - Profile description
      • Minimum amount for user (mandatory) - If the total amount of a user's fines, according to the selected criteria, is equal to or greater than the given threshold, the letter will be invoked. Numbers only, decimals may be used.
      • Maximum amount for user - If the total amount of a user's fines, according to the selected criteria, is less than the given threshold, the letter will be invoked.
      • User group - The user group that is checked for fines. Leave blank to select all user groups.
      • Fines/fees owner - The institution/library that is checked for fines. Leave blank to select all libraries. Selecting a library configures the notification to be sent only if the minimal amount threshold is owed to the selected library. Selecting multiple configures the notification to be sent if the threshold is owed to one of the selected libraries.
      • Fines/fees type - The type of fines and fees that are checked in order for the letter to generate. Leave blank to consider all fines and fees types. Or select multiple option to include more than one type of fine or fee in the consideration.
      • Fines/fees created before (days) -This enables setting the profile to send the notice only if the fine is owed for more than the specified period of time.
      • Fines/fees created after (days) -This enables setting the profile to send the notice only if the fine is owed for less than the specified period of time.
        A range can be created by setting the fines/fees created before and after fields. Setting the Created Before field to 30 and the Created After field to 50, means that the profile will only include fees that have been created more than 30 days ago but less than 50 days ago.
      • Letter send format - Whether to send email, print a letter, or both.
      • Printer - The printer to which to print the letter.
    4. Click Save.