[OPEN-ILS-GENERAL] Billing notices?

[Jessica Woolford]

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 <jlwalz at 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-
> bounces at list.georgialibraries.org] On Behalf Of Jason Stephenson
> Sent: Tuesday, March 13, 2018 10:59 AM
> To: open-ils-general at 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
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