How do I view and work with a patron's library fees?

Answer

Important: The process described below is not yet live but will be launched within the spring 2024 semester. This FAQ has been provided as a preview for library staff. Please direct questions to your Systems or Access Services representatives.

 

For items that are lost, damaged, or never returned to the library, patrons will be charged the replacement cost of the material. These replacement cost fees are assessed automatically by the Change-to-lost-type Overdue and Lost Loan Profiles in Alma. The fees will show in Manage Patron Services or in the User Details of the patron record.

Viewing Patron Fees

The Fine/Fees tab on the User Details page list all fines and fees for a patron.

alma user record fines tab

In Manage Patron Services view, the user details will show the balance of fees owed by a patron.

manage patron services view of fine with arrow

An active balance is a fee that has just been assessed. 

A transferred balance has been sent to PeopleSoft (eServices) for payment. 

A closed fee has been paid or waived.

Adding Library Fees

To add a fee to a patron's account manually, view the User Details and select the Fine/Fee tab. 

  1. Click + Add Fine or Fee
  2. Using the drop-down menu, choose the Fee Type and add the Fee Amount 
  3. Add additional information as necessary. 
  4. Click the Add and Close button.

Paying for Library Fees

Library fees are exported to PeopleSoft (eServices) on a daily basis. Students may pay library fees through the self-service portal (eServices), or they may visit a Business Services Office (BSO) to make a payment. 

Waiving Fees

Library staff must waive fees in full (100%). Waived fees are exported from Alma daily and updated in PeopleSoft. To waive a fee, view the User Details and select the Fine/Fee tab. 

  1. Check the box next to the fee or select the more actions list from the fee.
  2. Click Waive or Waive Selected
  3. Select Waiving Reason from the drop-down menu then click the Waive button.

    Note: Please review and choose the appropriate waiving reason. Please add notes in the Comment box when you select the Other as the Waving Reason or any explanation is needed.

  4. View the dialog box and click the Confirm button.

If a library chooses to waive a fee in part, they should

  1. Direct the student to pay the agreed upon portion of the fee through the BSO.
  2. After the payment is credited to Alma, the library staff can then waive the remaining fee balance.

Temporarily removing lost fees

There may be times that library staff need to temporarily remove lost fees to facilitate student enrollment. View instructions for temporarily removing lost fees (requires Los Rios login, restricted to library personnel).

Removing blocks

Once the patron's charges are resolved, you will need to manually remove any Alma blocks remaining on their account. See How do we handle circulation blocks in Alma?

  • Last Updated Mar 27, 2024
  • Views 48
  • Answered By Emily Bond

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