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Learn about the successful implementation of online payments in Aleph, the challenges faced, technologies used, and the benefits gained in terms of efficiency and reduced risk and cost.
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Implementation of online payments in Aleph Matt Couzens, Library Services Joao Neves, IT Solutions
Session outline Why online payments? The options considered The technologies used Implementation Demonstration How successful has it been?
Why online payments? • Manual transactions inefficient use of staff time • Over 30k active Aleph patrons • Annual fines to the value of approx £150k • 85 staff delivering the frontline service across our 6 libraries • Payments previously only taken at the desk, over the phone, by posting a cheque, or at the self-service kiosks • In response to customer feedback • Reductions in risk and cost through less cash handling and less processing of card data onsite
The options considered • We wanted real-time payment, not overnight batch • No readymade solutions so we would have to develop our own • Which interface, Aleph OPAC or Primo? • no strong preference from a business perspective, but for technical reasons the Aleph OPAC was chosen • Create new payment gateway, or reuse an existing gateway? • Decided to integrate with existing print management system, PaperCut
The technologies used • Rely on standard interfaces • Web Services, x-Server, REST-full ALEPH API, SIP2 • OPAC WEB • User session integration • Aleph templates • SIP2 • Client development • PAPERCUT – RESTFUL XML-RPC • Client development • Double checking of transactions • Financial reporting and account conciliation
Implementation • IT/LS joint cooperation • Driven by LS Customer services • Requirements gathering & joint meetings • Acceptance document • Development environment • Papercut test server • Library (ALEPH) test server • UAT • Test done by LS • Development & Documentation and implementation in 3 months
Implementation - issues • Issues • Multiple transaction debits (due to impatient users) • Partial payments (difficult and awkward database transactions) • Fixed amounts in Papercut.
How successful has it been? No serious issues, a few minor issues after go-live were quickly fixed Very successful collaboration between IT and Library Services Contributed to Library Services’ achievement of the UK government’s Customer Service Excellence standard in May 2014
Any Questions? Matt Couzens Service Improvement Manager Library Services 020 7848 2792 Matt.couzens@kcl.ac.uk Joao Neves Senior Application Analyst - Library Systems Information Technology 020 7848 1527 Joao.neves@kcl.ac.uk