Cheryl can correct me if I'm wrong, but at Chicago our primary focus would be on circulation rules options. We'll have a single fine owner, but we will need to able to send different notices based on the combination of circulation rules--different text to faculty for annual loans than for students with quarterly loans, different text for Interlibrary Loan items than for course reserves, etc.

We wouldn't for the most part, have different language based on fee owner. The only possible exception might be the equipment circulated by our ITServices partner, as having a different fee owner might help with reporting, and we would ideally want to have a different reply to address for those notices. For our purposes, those items also have a different shelving location and so the circulation rules would probably work for us.

I would imagine for others, however, fee owner would be a useful shortcut, especially for things like reply to email address, a default footer, etc. Location could presumably be used to achieve the same thing, but might prove burdensome.

Short answer is that I think a combination of both are needed in the long term, but for Chicago circulation rules at the outset would be the priority. Circulation rules are critical to controlling different notice templates whereas fee owner would be (for us) a "nice-to-have" feature.

For other institutions, I would imagine being able to use a combination of both would be more important, but I think circulation rules alone could be used in a pinch, whereas I don't believe fee owner on its own would ever be sufficient.

What do others think?

From: folio-ra@ole-lists.openlibraryfoundation.org <folio-ra@ole-lists.openlibraryfoundation.org> on behalf of Darcy A. Branchini <dad284@cornell.edu>
Sent: Tuesday, March 31, 2020 8:33 AM
To: folio-ra@ole-lists.openlibraryfoundation.org <folio-ra@ole-lists.openlibraryfoundation.org>
Subject: Question regarding notices for automated fees/fines

Hi All,

Hope you’re all doing well with remote work and staying safe.

I have a question for all of you regarding notices for automated fees/fines – meaning overdue and aged to lost. Would you want to define the notice template that is sent based on fee/fine owner? Or would you prefer to use circulation rules options – patron group, material type, loan type and/or location – to define which notice template is sent? Or is it a combination of those? I’m grappling a bit with this because fee/fine owner isn’t an option in circulation rules, but location is so that might be sufficient. Another option is that I can modify the settings for fee/fine charges by owner to include automated fees/fines and add a way to define notices there. Either requires a decent amount of work, so I just want to hear what your preferences are and/or what your specific use cases are.

Thank you!

Darcy

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