[Wactclc-alma] [External] Fine anonymization rules

Mon Oct 9 16:42:03 PDT 2017

Okay thanks Wade.

I think that tells me all I need to know.  It was a screw up on our end when we removed the $10.00 payment.  And I know why it was created in September and not before.  Because the only fine amount showing was the fine that migrated - which means it was an expired record that migrated over because there was a fine.

Once that fine was removed completely, the next system load of patrons - if she wasn't registered at that time - would have wiped her record out since there was nothing to there to replace it.

By removing the full fine amount rather than just the $10.00 payment, it ended up wiping her record away completely.

Our screw up - but at least now I understand.

Thanks,
Stephanie

Stephanie Levesen
Periodicals/ILLs/Circulation
Norwood Cole Library
Skagit Valley College
2405 E College Way
Mount Vernon, WA  98273

360-416-7659

From: Wactclc-alma [mailto:wactclc-alma-bounces at lists.ctc.edu] On Behalf Of Guidry, Wade
Sent: Monday, October 9, 2017 2:09 PM
To: 'WACTCLC Alma Discussion' <wactclc-alma at lists.ctc.edu>
Subject: Re: [Wactclc-alma] [External] Fine anonymization rules

Stephanie,

Perhaps her record was deleted at some point prior to migration.

In any case, I can tell from the creation date in Alma that her record was freshly created in September.

Any in any case, any payments someone made prior to migration aren't going to appear in Alma.

The only thing that would have migrated to Alma would be the amount a user still owed.

[Title: Big Bend Community College Logo]

Wade Guidry
Library Consortium Services Manager
Big Bend Community College
wadeg at bigbend.edu<mailto:wadeg at bigbend.edu>

509.760.4474
www.bigbend.edu<http://www.bigbend.edu/>

Big Bend Community College * 7662 Chanute Street NE * Moses Lake, WA 98837-3299

WACTCLC Alma Instance: Alma NA02<http://status.exlibrisgroup.com/>
WACTCLC Primo Instance: Primo NA08<http://status.exlibrisgroup.com/>

From: Wactclc-alma [mailto:wactclc-alma-bounces at lists.ctc.edu] On Behalf Of Stephanie Levesen
Sent: Monday, October 9, 2017 1:08 PM
To: WACTCLC Alma Discussion <wactclc-alma at lists.ctc.edu<mailto:wactclc-alma at lists.ctc.edu>>
Subject: Re: [Wactclc-alma] [External] Fine anonymization rules

Hi Wade,

Sorry for the late reply on this.  I am trying to get caught up on everything.

When you say created, does that mean it was created by the system when the patron download happened on 9/2?  Her record should have been in their since last Spring quarter at least and the fine should have carried over when we did the migration.

Stephanie

Stephanie Levesen
Periodicals/ILLs/Circulation
Norwood Cole Library
Skagit Valley College
2405 E College Way
Mount Vernon, WA  98273

360-416-7659

From: Wactclc-alma [mailto:wactclc-alma-bounces at lists.ctc.edu] On Behalf Of Guidry, Wade
Sent: Monday, October 2, 2017 4:39 PM
To: WACTCLC Alma Discussion <wactclc-alma at lists.ctc.edu<mailto:wactclc-alma at lists.ctc.edu>>
Subject: {Spam?} Re: [Wactclc-alma] [External] Fine anonymization rules

Stephanie,

Just FYI, the user's current record in Alma was created on 09/02/2017.

So, if the fines or payments happened any time before that, then they must have been on a record different than the one you are currently looking at.

Wade Guidry
Library Consortium Services Manager, WACTCLC
wadeg at bigbend.edu<mailto:wadeg at bigbend.edu>
(509) 760-4474

From: Wactclc-alma [mailto:wactclc-alma-bounces at lists.ctc.edu] On Behalf Of Stephanie Levesen
Sent: Monday, October 2, 2017 12:20 PM
To: WACTCLC Alma Discussion <wactclc-alma at lists.ctc.edu<mailto:wactclc-alma at lists.ctc.edu>>
Subject: Re: [Wactclc-alma] [External] Fine anonymization rules

Hi Wade,

I had a family emergency I've been dealing with for the last two weeks so wasn't able to get to this, but I'm back now so following up.

When I was looking at fines/fees that have been paid, I was selecting the status of "all" rather than "active" and still not getting anything.

The record in question is shown below for patron Bagge, C. 835273890  This person had a balance of $70.00, she paid $10.00 towards it, then the remaining amount, $60.00, was no longer on her record when she came in to make another payment.  I'm trying to figure out what happened to the remaining $60.00 of the fine.

[cid:image002.jpg at 01D3411D.868904E0]

Stephanie Levesen
Periodicals/ILLs/Circulation
Norwood Cole Library
Skagit Valley College
2405 E College Way
Mount Vernon, WA  98273

360-416-7659

From: Wactclc-alma [mailto:wactclc-alma-bounces at lists.ctc.edu] On Behalf Of Guidry, Wade
Sent: Tuesday, September 19, 2017 8:52 AM
To: 'WACTCLC Alma Discussion' <wactclc-alma at lists.ctc.edu<mailto:wactclc-alma at lists.ctc.edu>>
Subject: {Spam?} Re: [Wactclc-alma] [External] Fine anonymization rules

Stephanie,

You won't see historic fines and fees from Millennium, if that's what you're looking for.

Any fines and fees migrated from Millennium will show up only as a lump sum on the user's record, not as itemized fees.

Also, when looking at a user's fines and fees tab, if you want to see those fines and fees that have already been paid, you need to make sure you select status of 'all', instead of 'active'.

[cid:image003.png at 01D3411D.868904E0]

[Title: Big Bend Community College Logo]

Wade Guidry
Library Consortium Services Manager
Big Bend Community College
wadeg at bigbend.edu<mailto:wadeg at bigbend.edu>

509.760.4474
www.bigbend.edu<http://www.bigbend.edu/>

Big Bend Community College * 7662 Chanute Street NE * Moses Lake, WA 98837-3299

WACTCLC Alma Instance: Alma NA02<http://status.exlibrisgroup.com/>
WACTCLC Primo Instance: Primo NA08<http://status.exlibrisgroup.com/>

From: Wactclc-alma [mailto:wactclc-alma-bounces at lists.ctc.edu] On Behalf Of Stephanie Levesen
Sent: Monday, September 18, 2017 5:15 PM
To: WACTCLC Alma Discussion <wactclc-alma at lists.ctc.edu<mailto:wactclc-alma at lists.ctc.edu>>
Subject: Re: [Wactclc-alma] [External] Fine anonymization rules

Hi,

So I'm confused.  From the screen I'm seeing and the screenshots shown, it shows that the job for anonymizing loans will run every day at 2300 hours.

The checkbox next to anonymize fines and fees is unchecked, yet we're still not able to see the fine/fee history for students.  I figured this wouldn't get wiped out if the box was unchecked.  Is that not the case?

Do we need to add a fine/fee anonymization rule?  We want to be able to see fine history for an indefinite period of time just in case something comes up.  We have students on payment plans that can take a while to pay and one month is too short.

How do we get it so it anonymizes our loans (we already keep the last person to have it checked out but no further back), yet keep the fine history for fines/bills students pay indefinitely?

Here's a screenshot of what I see when I look at the fulfillment jobs config:

[cid:image005.jpg at 01D3411D.868904E0]

Stephanie Levesen
Periodicals/ILLs/Circulation
Norwood Cole Library
Skagit Valley College
2405 E College Way
Mount Vernon, WA  98273

360-416-7659

From: Wactclc-alma [mailto:wactclc-alma-bounces at lists.ctc.edu] On Behalf Of Whittaker, Shellie
Sent: Monday, September 18, 2017 2:21 PM
To: WACTCLC Alma Discussion <wactclc-alma at lists.ctc.edu<mailto:wactclc-alma at lists.ctc.edu>>
Subject: {Spam?} Re: [Wactclc-alma] [External] Fine anonymization rules

You  can also add a Loan Anonymization Rule.  The following example causes loans to be anonymized one month after the loan ended.

[cid:image006.jpg at 01D3411D.868904E0]

[cid:image007.jpg at 01D3411D.868904E0]

From: Wactclc-alma [mailto:wactclc-alma-bounces at lists.ctc.edu] On Behalf Of Guidry, Wade
Sent: Monday, September 18, 2017 2:05 PM
To: 'WACTCLC Alma Discussion' <wactclc-alma at lists.ctc.edu<mailto:wactclc-alma at lists.ctc.edu>>
Subject: Re: [Wactclc-alma] [External] Fine anonymization rules

Yes, Amy is in the right spot...

Fulfillment Configuration > General > Fulfillment Jobs Configuration

The 'Anonymization' job determines how often completed loans are anonymized.

Steph, Skagit is currently configured to anonymize completed loans each night.

The options are basically to:

  1.  Never anonymize (set job to 'inactive), or
  2.  Once a day
  3.  Once a week
  4.  Once a month

Just remember, the less frequently you anonymize loans, the less private are your circulation transactions, since you are determining how long a patron's completed transactions remain visible.

[cid:image008.png at 01D3411D.868904E0]

[Title: Big Bend Community College Logo]

Wade Guidry
Library Consortium Services Manager
Big Bend Community College
wadeg at bigbend.edu<mailto:wadeg at bigbend.edu>

509.760.4474
www.bigbend.edu<http://www.bigbend.edu/>

Big Bend Community College * 7662 Chanute Street NE * Moses Lake, WA 98837-3299

WACTCLC Alma Instance: Alma NA02<http://status.exlibrisgroup.com/>
WACTCLC Primo Instance: Primo NA08<http://status.exlibrisgroup.com/>

From: Wactclc-alma [mailto:wactclc-alma-bounces at lists.ctc.edu] On Behalf Of Herman, Amy
Sent: Monday, September 18, 2017 1:57 PM
To: WACTCLC Alma Discussion <wactclc-alma at lists.ctc.edu<mailto:wactclc-alma at lists.ctc.edu>>
Subject: Re: [Wactclc-alma] [External] Fine anonymization rules

Stephanie, I was doing something else when I came across this, I think.  In the old UI under Fulfillment Configuration - General -- Fulfillment Jobs Configuration, there is a box for "anonymize fines & fees," is yours unchecked?

[cid:image010.jpg at 01D3411D.868904E0]

Amy Herman
Library Faculty | Olympic College
1600 Chester Avenue | Bremerton, WA 98337
aherman at olympic.edu<mailto:aherman at olympic.edu> | 360-475-7256

From: Wactclc-alma [mailto:wactclc-alma-bounces at lists.ctc.edu] On Behalf Of Stephanie Levesen
Sent: Monday, September 18, 2017 1:13 PM
To: WACTCLC Alma Discussion <wactclc-alma at lists.ctc.edu<mailto:wactclc-alma at lists.ctc.edu>>
Subject: [External] [Wactclc-alma] Fine anonymization rules

Hi,

I know we adjusted our fine anonymization rules so we could see the history, but when I look someone up to see the fine history, it's not there.  The person I'm trying to see the fine history for is 835273890.  I don't see anything.  I'm not sure where to go in the configuration menu to change the anonymization rules so that the fine history shows up for patrons.

Thanks for your help with this.

Stephanie Levesen
Periodicals/ILLs/Circulation
Norwood Cole Library
Skagit Valley College
2405 E College Way
Mount Vernon, WA  98273

360-416-7659

From: Wactclc-alma [mailto:wactclc-alma-bounces at lists.ctc.edu] On Behalf Of Kim Mitchell
Sent: Monday, September 18, 2017 12:57 PM
To: WACTCLC Alma Discussion <wactclc-alma at lists.ctc.edu<mailto:wactclc-alma at lists.ctc.edu>>
Subject: [Wactclc-alma] Item history

This sender failed our fraud detection checks and may not be who they appear to be. Learn about spoofing<http://aka.ms/LearnAboutSpoofing>

Feedback<http://aka.ms/SafetyTipsFeedback>

I'm not finding the loan history of an item.
I'd like to discover who returned an overdue item, I thought going into the item record would be the path but can't see it.

Any suggestions?
Thank you

Kim Mitchell
Library Paraprofessional 3
Skagit Valley College
Whidbey Island Campus
360-679-5221

Committed to Students

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