BAG TECHNIQUE Bag technique-a tool making use of public health bag through wh...
Banner and Bursar: A match made ... somewhere?
1. A match made … somewhere
F. Tracy Farmer
Dean B. Ellis Library
Arkansas State University
2. • Campus had several cases of misappropriates
of money
• Cash handling procedures re-evaluated for
entire campus
• No longer allowed to collect money at our
service points
• Money has to now be collected at the campus
cashier window only
October 25, 2011 ELGUS 2011 - Russelville, AR
5. • To develop and implement a methodology to
electronically transfer fines/fees to the campus’
ERP system, Banner, so the fines/fees could
be charge to the patron’s account.
http://farm1.static.flickr.com/30/67829365_b2fc70be2f_o_d.jpg
6. • Design by committee
• No clear definition of what was expected,
except make it work
• No connector between Banner and Voyager
• More problems not realized at the time we
were charged with this
http://farm7.static.flickr.com/6206/6105317674_1ca215929a_o_d.jpg
8. • Customize Voyager to our liken
• Learn PERL
• Develop a custom connector between Banner
and Voyager
• Learned more about Circulation
• Learned more than I ever wanted to know
about how the Bursar Transfer System works
October 25, 2011 ELGUS 2011 - Russelville, AR
9. • Use the Bursar Transfer System Alone
October 25, 2011 ELGUS 2011 - Russelville, AR
10. • Provided by Voyager in
/m1/voyager/xxxdb/sbin/Pbursar
• Creates a SIF in /m1/voyager/xxxdb/rpt/
• Requires a configuration file
October 25, 2011 ELGUS 2011 - Russelville, AR
11. • Two Stanza [CIRC LOCATIONS]
• Circulation Location
ALL
[PATRON GROUPS]
• Patron Groups
UNDERGRAD
GRADUATE
FAC
STAFF1
STAFF2
NC
EMERITUS
LIBSTAFF
SPECPROJ
October 25, 2011 ELGUS 2011 - Russelville, AR
12. • Patron Social Security Numbers
• Patron Institution ID
• Patron Home Location, Location Code
• Patron Group Code
• Fine/Fee Type Code
• Fine/Fee Create Date
• Voyager Location Code
• Fine/Fee charge or credit
• Net due for fine or fee or patron balance
• Description of fine/fee
• Record Length
October 25, 2011 ELGUS 2011 - Russelville, AR
13. 000000001 UNDERGRAD OVERDUE 2011.10.18CIRC +2.50 Title: Weather /
Seymour Simon., Call No.: 551.60112Si55we 1993, Barcode: 297046511, ItemId: 406305, Due Date: 2011-10-08 18:00,
Note:
000000001 UNDERGRAD OVERDUE 2011.10.18CIRC +2.50 Title: E is for empire : a
New York state alphabet / written by Ann E. Burg and illustrated by Maureen K. Brookfield., Call No.: 974.7B91e 2003,
Barcode: 298073531, ItemId: 503961, Due Date: 2011-10-08 18:00, Note:
000000001 UNDERGRAD OVERDUE 2011.10.18CIRC +2.50 Title: Moses : when
Harriet Tubman led her people to freedom / Carole Boston Weatherford ; illustrated by Kadir Nelson., Call No.: BT79w
2006, Barcode: 298077352, ItemId: 508034, Due Date: 2011-10-08 18:00, Note:
000000001 UNDERGRAD OVERDUE 2011.10.18CIRC +2.50 Title: Crickwing /
[written and illustrated by] Janell Cannon., Call No.: EC1645c 2000, Barcode: 298008793, ItemId: 452057, Due Date:
2011-10-08 18:00, Note:
000000002 UNDERGRAD OVERDUE 2011.10.18CIRC +3.00 Title: Boy who stopped
time / Anthony Taber., Call No.: ET113b 1993, Barcode: 297053458, ItemId: 397041, Due Date: 2011-10-06 23:59, Note:
000000003 UNDERGRAD OVERDUE 2011.10.18CIRC +6.00 Title: Violent racism :
victimization, policing, and social context / Benjamin Bowling., Call No.: HV6250.4.E75B68 1999, Barcode: 298076934,
ItemId: 507630, Due Date: 2011-09-24 18:00, Note:
000000003 UNDERGRAD OVERDUE 2011.10.18CIRC +6.00 Title: Voodoo histories :
the role of the conspiracy theory in shaping modern history / David Aaronovitch., Call No.: HV6275.A27 2010, Barcode:
299002599, ItemId: 531329, Due Date: 2011-09-24 18:00, Note:
000000004 UNDERGRAD OVERDUE 2011.10.18MEDIA +1.00 Title: Essential Yo-Yo
Ma [sound recording]., Call No.: M3.1.M15E7 2005, Barcode: 298091069, ItemId: 523086, Due Date: 2011-10-17 19:00,
Note:
000000004 UNDERGRAD OVERDUE 2011.10.18MEDIA +1.00 Title: Salve Regina
[sound recording] ; Dixit Dominus / Antonio Vivaldi., Call No.: M3.1.V6S39 1994, Barcode: 297301498, ItemId: 403209,
Due Date: 2011-10-17 19:00, Note:
October 25, 2011 ELGUS 2011 - Russelville, AR
14. • Large of amount of information for each charge
• Too much for Banner to handle
October 25, 2011 ELGUS 2011 - Russelville, AR
15. 000000001 UNDERGRAD OVERDUE 2011.10.18CIRC +2.50 Title: Weather /
Seymour Simon., Call No.: 551.60112Si55we 1993, Barcode: 297046511, ItemId: 406305, Due Date: 2011-10-08 18:00,
Note:
000000001 UNDERGRAD OVERDUE 2011.10.18CIRC +2.50 Title: E is for empire : a
New York state alphabet / written by Ann E. Burg and illustrated by Maureen K. Brookfield., Call No.: 974.7B91e 2003,
Barcode: 298073531, ItemId: 503961, Due Date: 2011-10-08 18:00, Note:
000000001 UNDERGRAD OVERDUE 2011.10.18CIRC +2.50 Title: Moses : when
Harriet Tubman led her people to freedom / Carole Boston Weatherford ; illustrated by Kadir Nelson., Call No.: BT79w
2006, Barcode: 298077352, ItemId: 508034, Due Date: 2011-10-08 18:00, Note:
000000001 UNDERGRAD OVERDUE 2011.10.18CIRC +2.50 Title: Crickwing /
[written and illustrated by] Janell Cannon., Call No.: EC1645c 2000, Barcode: 298008793, ItemId: 452057, Due Date:
2011-10-08 18:00, Note:
000000002 UNDERGRAD OVERDUE 2011.10.18CIRC +3.00 Title: Boy who stopped
time / Anthony Taber., Call No.: ET113b 1993, Barcode: 297053458, ItemId: 397041, Due Date: 2011-10-06 23:59, Note:
000000003 UNDERGRAD OVERDUE 2011.10.18CIRC +6.00 Title: Violent racism :
victimization, policing, and social context / Benjamin Bowling., Call No.: HV6250.4.E75B68 1999, Barcode: 298076934,
ItemId: 507630, Due Date: 2011-09-24 18:00, Note:
000000003 UNDERGRAD OVERDUE 2011.10.18CIRC +6.00 Title: Voodoo histories :
the role of the conspiracy theory in shaping modern history / David Aaronovitch., Call No.: HV6275.A27 2010, Barcode:
299002599, ItemId: 531329, Due Date: 2011-09-24 18:00, Note:
000000004 UNDERGRAD OVERDUE 2011.10.18MEDIA +1.00 Title: Essential Yo-Yo
Ma [sound recording]., Call No.: M3.1.M15E7 2005, Barcode: 298091069, ItemId: 523086, Due Date: 2011-10-17 19:00,
Note:
000000004 UNDERGRAD OVERDUE 2011.10.18MEDIA +1.00 Title: Salve Regina
[sound recording] ; Dixit Dominus / Antonio Vivaldi., Call No.: M3.1.V6S39 1994, Barcode: 297301498, ItemId: 403209,
Due Date: 2011-10-17 19:00, Note:
October 25, 2011 ELGUS 2011 - Russelville, AR
16. • Use the Bursar Transfer System Alone
• Data produced by Bursar Transfer System not
acceptable by Finance and ITS
October 25, 2011 ELGUS 2011 - Russelville, AR
17. • Needs
• Less Information
• Term Information
• What does this mean?
October 25, 2011 ELGUS 2011 - Russelville, AR
18. • Assign fine and fees code to one of two finance codes:
• Fines are assigned to U670:
• OVERDUE – overdue fines
• ACC_FINE – accrued fines
• ILL_FINE – ILL overdue fines
• MEDIA_LATE – media booking late charge
• RENEW_FEE – late renewal fine
• RESV_FINE – overdue reserve fine
• Other charges are applied to a holdings account
(U660)
• BINDING – binding fee
• DAMAGED – damaged item fee
• EQUIP_PROC – lost equipment processing
• EQUIP_REPL – equipment replacement
• ITEM_PROC – lost item processing
• ITEM_REPL – lost item replacement
October 25, 2011 ELGUS 2011 - Russelville, AR
19. • XML file containing the term codes
October 25, 2011 ELGUS 2011 - Russelville, AR
21. • Based on PERL
• Several PERL modules
• Reduces the Bursar SIF file into the following
information:
• Patron ID
• Finance Code – the account in Banner the money
should be deposited
• Term Code
• Amount
October 25, 2011 ELGUS 2011 - Russelville, AR
22. • Output better, but still not acceptable
October 25, 2011 ELGUS 2011 - Russelville, AR
24. • Need to combine same patron data into one
line
• Add summary line to beginning of file
October 25, 2011 ELGUS 2011 - Russelville, AR
25. • Based on PERL
• Several PERL modules
• MySQL Server
• Reduces the Bursar SIF file into the following
information:
• Patron ID
• Finance Code – the account in Banner the money
should be deposited
• Term Code
• Amount
October 25, 2011 ELGUS 2011 - Russelville, AR
28. 1. 5:00am weekdays Bursar Transfer System
runs on Voyager
2. 5:10am weekdays custom code runs on Apps
server and moves the bursar SIF file to the
apps and creates the new charge file. The
new charge file is then transfer back to the
Voyager server.
3. 5:20am weekdays the new charge file is
transfer to the ERP server for import
October 25, 2011 ELGUS 2011 - Russelville, AR
31. F. Tracy Farmer
Systems Librarian
Dean B. Ellis Library
Arkansas State University
870.680.4312
tfarmer@astate.edu
Twitter: syslibrarian
Presentation available online at:
http://www.slideshare.net/tfarmer
October 25, 2011 ELGUS 2011 - Russelville, AR