2022-05-09 Resource Access Meeting Notes
Date
Recordings
Find all recordings here: https://recordings.openlibraryfoundation.org/folio/resource-access-sig/
Zoom
https://zoom.us/j/337279319 (pw: folio-lsp)
Attendees
Discussion Items:
| Time | Item | Who | Description | Goals/Info/notes |
|---|---|---|---|---|
| 20min | Administrivia | |||
| 40Min | How to set up and use export to Bursar | Holly Mistlebauer | Note: For a next meeting we want to look at the entire refund process  |
Meeting Notes (David Bottorff)
Administrivia
Virtual attendance for WolfCon - option soon for much reduced cost for virtual attendance
Fees/Fines: Setting up and using transfer to bursar
Holly's slide deck: https://docs.google.com/presentation/d/1smOdSDpTIF-NEbhMriKUTy9BWfiTi-JjMFswMpTah4c/edit#slide=id.p1
transfer can be to any outside system/agency (e.g., collection agency, etc.)
three outstanding UXPROD features still needed for full implementation
Cornell workflow (paid EPAM team)
not being used due to refunds not being automatically processed
DWB-concern about how credits and refunds are being handled/recorded in FOLIO, this part of the process seems to be missing key aspects of the transaction
Holly- refunds are only handled via a manual process and a report
We will add the refund process as a whole to another meeting
Criteria and schedule for transfer screen - need to support multiple fee/fine owners, different patron groups. etc.
Cornell ideas - schedules, endpoints, account mappings
do sites need live streaming - Duke-definitely nice to have
Erin-action type to determine that transfer has happened?
credit oddness possibly fixed in Lotus?
switch out refund process on Monday May 16 instead of anonymization (May 23)
old transfer-related stuff available on the slide deck
ACTION ITEM: Suggest criteria and expected extract format in RA slack channel by May 23 deadline
Erin - fines and documentation related, kiwi docs will be posted soon
additional topics page is where fees / fines live, but nothing about transfers as of now, large;y an FAQ about fees fines in general