Error creating backup report.

The system encountered a problem while backing up the report. Contact Marmot.

Mailer failed to send report.

(Email transfer method only) The system could not email the report to the collection agency. Contact Marmot to verify that the Email Source and Email To fields are set correctly. If necessary, ask Marmot to get you an archived report version.

<Name> is already in use as a collection name. Please create another name for this collection.

The entries in the Collection Agency Settings table must have a unique name. Key a new name in the Name field or choose Cancel.

The report has been sent successfully.

The system successfully sent the report to the collection agency.

The value(s) entered in the Auto Update Submissions field are invalid.

Valid values in the Auto Update Submissions field are 1 2 3 4 5 6 7, - (in other words: numbers 1 through 7, comma, dash). 

Your report was not sent. The file has been saved on your server and should be sent manually.

(Secure Drop (S3) method only) The system could not upload the report to the Amazon S3 bucket. Download the report and send it manually to the collection agency.

Your report was not sent. Please check S3 bucket information and try again.

(Secure Drop (S3) method only) The system could not upload the report to the Amazon S3 bucket. Verify that the S3 Bucket Path, S3 Access Key ID, and S3 Access Key settings are correct.

S3 Bucket Path - The bucket name and path to the Amazon S3 bucket created by your collection agency.

S3 Access Key ID - The Amazon S3 Access Key ID is provided by your collection agency. 

Your report was not sent because it's not possible to save the file on your server. Please check your server settings and try again.

The system could not save the report to your server. In this instance, the system does not clear the patron data from Collection Agency table. 

Patron #

The patron's record number.

Barcode

The patron's barcode number.

Name

The patron's name.

Amount Owed

The amount the patron owes your library.

Total Item Cost

Total cost of the item(s) for which the patron owes fines.

Date 1st Fine Assessed

The date that the first fine for which the patron was included in the Collection Agency Report was assessed.

Date Removed (Updated Patron Reports only)

The date on which the patron was removed from the Collection Agency Report.

Status

The patron's Collection Agency Report status:

• New - The patron has been added to the Collection Agency Report.

• Updated - The amount that the patron owes the library has changed since you last prepared the Updated Patrons Report.

• Removed - The patron has been removed from the Collection Agency Report.

Label

Description

PATRON RECORD NUMBER   

Patron record number.

NAME

The patron's name. Corresponds to the PATRN NAME variable-length field.

TELEPHONE

The patron's telephone. Corresponds to the TELEPHONE variable-length field.

PTYPE

The patron's patron type. Corresponds to the P TYPE fixed-length field.

PATRON HOME LIB

The patron's home library. Corresponds to the HOME LIBR fixed-length field.

MONEY OWED

The total money the patron owes. Corresponds to the MONEY OWED fixed-length field.

TOTAL ITEM COST

The sum of the item cost of outstanding replacement charges (charges with the type "Replacement").

FIRST FINE DATE

The date of the earliest fine outstanding when the New Submissions or Updated Patrons report is sent. If the patron has no fines, this field is blank.

<Optional fields>

Any additional fixed- or variable-length fields your library specified for inclusion in the report. 

For example, your library might ask Innovative to configure Sierra to include the BIRTH DATE fixed-length field so that the collection agency can avoid contacting juveniles.

ITEMIZED CHARGES

An itemized list of the current charges, including for each charge the item number (if the charge is associated with an item), the invoice number, and the amount owed.

RETURNED BILLED MATERIAL

The cost of any billed items the patron has returned since the last report was generated.

CHARGES PAID

The sum of all payments made since the last report was generated.

CHARGES WAIVED

The sum of all charges that have been waived since the last report was generated.

NEW CHARGES

The total amount of new charges added since the last report was generated.

SYSTEM REMOVED

When billed items are returned, the sum of the charges and the types of charges are removed from the patron's record.

REMOVAL DATE

If the patron record has been removed from the Collection Agency Report, this field includes the date and time the patron was removed from the Collection Agency Report. Removal dates for excluded patron records are not included in the report.

PATRON RECORD NUMBER: .p1000792

NAME: Testpatron, John

TELEPHONE: 970-555-1212

PTYPE: 131

PATRON HOME LIB: pr

MONEY OWED: $21.00

TOTAL ITEM COST: $15.00

FIRST FINE DATE: 05-05-18 08:53PM

BIRTH DATE: 12/15/65

ADDRESS: 844 North Street, Pine River, CO 81122

PATRON RECORD NUMBER: .p1002315

NAME: Testpatron, Jane

TELEPHONE: 303-555-9897

PTYPE: 1

PATRON HOME LIB: md

MONEY OWED: $86.05

ITEMIZED CHARGES: .i24928768 inv329367

$20.00,.i1049827@eee33 inv329414 $34.20,

.i1023524@evv1 inv298745 $28.85,inv329429

$3.00

TOTAL ITEM COST: $65.00

FIRST FINE DATE:

RETURNED BILLED MATERIAL: $0.00

CHARGES PAID: $10.00arh

CHARGES WAIVED: $0.00

NEW CHARGES: $3.00

SYSTEM REMOVED: $0.00

PATRON RECORD NUMBER: .p1000850

NAME: Testpatron, Patron A.

TELEPHONE: 720-555-1256

PTYPE: 8

PATRON HOME LIB: lg

MONEY OWED: $0.00

TOTAL ITEM COST: $0.00

FIRST FINE DATE:

RETURNED BILLED MATERIAL: $30.00

CHARGES PAID: $10.00

CHARGES WAIVED: $0.00

NEW CHARGES: $0.00

SYSTEM REMOVED: $20.00

REMOVED ON 05-20-20 02:10PM

Element

Description

Name (Required)

A name of up to 35 characters identifies the entry.

Home Library

The values in the HOME LIBR fixed-length field in patron records to which the entry applies. 

PTYPES to Include

The P TYPE(s) are eligible for inclusion in a New Submissions report.

Minimum Owed (Required)

For the patron to be eligible for inclusion on the New Submissions report, the sum of their fines generated between the absolute or relative start date and the absolute or relative end date must be greater than or equal to this Minimum Owed value.

Relative Start Date

A relative sliding parameter indicates the earliest possible fine assessment date the system uses when calculating whether the patron is eligible for inclusion in the New Submissions report. 

Note that if:

• this parameter is left blank; the system evaluates all fines generated before the date specified in the End date element.

• both the Relative Start and Relative End date parameters are left blank, the system evaluates all fines generated against the patron record.

• both the Relative Start and Relative End date parameters are set to "0", the system evaluates fines generated against the patron on the report generation date.

Relative End Date

Relative sliding parameter indicating the latest possible fine assessment date the system uses when calculating whether the patron is eligible for inclusion on the New Submissions report. 

For a patron to be eligible for inclusion in the New Submissions report, the sum of the patron's fines assessed between the specified Relative Start Date and Relative End Date values must be greater than or equal to the amount specified in the Minimum Owed parameter.

Note that if:

• this parameter is left blank, the system evaluates all fines that were generated after the Relative Start Date.

• both the Relative Start and Relative End date parameters are left blank; the system evaluates all fines generated against the patron record.

• both the Relative Start and Relative End date parameters are set to "0"; the system evaluates fines generated against the patron on the report generation date.

Grace Period

The relative sliding parameter defines the grace period during which assessed fines should not be included when calculating whether the patron is eligible for inclusion in the New Submissions report. 

Note that:

• The Grace Period element only works with absolute start and end dates. Sierra grays out this option when using the, Use Relative Dates option.

Require Bill

The feature is used when evaluating patrons for inclusion on a New Submissions report and a patron satisfies the Require Bill criterion if, for one of the patron's fines, the assessed date falls between Absolute or Relative Start Date and Absolute or Relative End Date (inclusive), and the charge type is 3 (replacement).

For example, if a patron has fines within the start and end dates that meet or exceed the Minimum Owed amount, but none of the fines are for replacement charges, the patron is not included on the New Submissions report.

Remove If Less Than

The minimum amount a patron must owe remains in the Collection Agency Report.

Note that if this element is set to "0", the system removes all patrons who owe zero or less (not just those that owe less than zero) from the Collection Agency Report. 

If this element is set to any other value, the system removes all patrons who owe less than the Remove If Less Than amount.

Agency Fee

The amount of the fee that patrons are assessed for being included in the New Submissions report. This fee is added the first time a patron record is included in the New Submissions report.

Transfer Method

The method used to transfer collection agency reports. Options include "Secure Drop (S3)" and  "None". The "Email" option is not available.

Base Filename

The file name is used when saving a copy of the report to the Sierra server. 

The system appends the report type ("new" or "update") and a timestamp in the YYYYMMDDHHMMSS format (for example, "main-branch_new_20210304090452.txt" or "south_update_20210409114329.txt"). If this setting is blank, Sierra uses the internal numeric ID of the collection agency setting.

S3 Bucket Path¹

Your collection agency created the bucket name and path to the Amazon S3 bucket. 

S3 Access Key ID¹

Your collection agency provides the Amazon S3 Access Key ID. 

S3 Access Key¹

Your collection agency provides the Amazon S3 Access Key. 

Email Source

The "From" address is in the header of the Collection Agency Report email. 

Email To (Required)

Comma-delimited list of email addresses to which the collection agency report should be sent (maximum 200 characters).

Email Cc

Comma-delimited list of email addresses to which the collection agency report should be copied (maximum 200 characters).

Email Subject

The subject line is used for the collection agency report (maximum 200 characters).

Auto New Submission

Radio buttons enable or disable automated generation and sending of New Submissions Reports to the collection agency.

Auto Update Submission

On the days of the week, you want to send updated patron reports automatically. 

Possible values are a number or range of numbers that represent days of the week (for example, 1=Sunday, 2=Monday, and so on, through 7=Saturday). Use a comma to indicate discrete days (for example, 1,4 to send the report on Sunday and Wednesday) or a hyphen to indicate a range of says (for example, 1-4 to send the report on Sunday, Monday, Tuesday, and Wednesday).