[Wactclc-alma] Sending Students to Collections

[Wade Guidry]

For the notification to users about being sent to collections, you may just want to do this in the final lost / overdue notice sent to patrons.



Just add text to the LOST notice that says something like "Following the end of the quarter, if this item has not been returned or paid for, this transaction will be sent to collections, and a hold will be placed on your academic record". Or, something to that effect, whatever you guys do during collections.





Then, depending on how sophisticated you want to get, you can export LOST transactions via Bursar integration (https://knowledge.exlibrisgroup.com/Alma/Product_Documentation/Alma_Online_Help_(English)/Integrations_with_External_Systems/050User_Management/020Bursar_Systems  ), or you could just do an analytics report.



Bursar Integration

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If you export LOST transactions via the Bursar integration, the LOST transactions are zeroed out in Alma, and Alma considers the transaction paid. The idea being that the transaction has become the responsibility of someone else (a collection agency, the registrar's office).



The result of the Bursar out integration is a delimited file of transactions, that can be processed into some other system, that will then track payment collection.





Analytics Report

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The other option is a manual approach. Run an analytics report of LOST, unpaid items that were due during a given time period, and then use that report in some kind of LOST transaction workflow.



I created a quickie analytics report that does just this. Take a look in Analytics, in the 'Catalog', in /Shared Folders/Community/Reports/WACTCLC, and look at "List of items marked lost that were due during a given date range".



Copy that analysis into your local Analytics folder, and add and change filters and fields as desired, to achieve the exact kind of result you want.



Screenshot of my report location here; http://imgur.com/7o6kNJD



Wade Guidry - mailto:wadeg at bigbend.edu

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