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CityU Library EasyService New Initiatives: EasyPay and EasyRegister – Creative applications of IIIs Fines Payment API Presented by Edward So, Michael Cheng,

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Presentation on theme: "CityU Library EasyService New Initiatives: EasyPay and EasyRegister – Creative applications of IIIs Fines Payment API Presented by Edward So, Michael Cheng,"— Presentation transcript:

1 CityU Library EasyService New Initiatives: EasyPay and EasyRegister – Creative applications of IIIs Fines Payment API Presented by Edward So, Michael Cheng, L.F. Lau, Winnie Ho Run Run Shaw Library City University of Hong Kong HKIUG 8 Dec., 2009

2 EasyService in CityU Library EasyService development in CityU Library: 2005: 2 sets of SelfCheck units 2008: EasyCheck System for Semi-Closed collection (UHF RFID) 2008: EasyService for CD/DVD Collection (HF RFID) 2009: EasyPay and EasyRegister

3 EasyService in CityU Library 2005: 2 sets of SelfCheck units installed (1 st UGC funded Library to use), now with 4 sets

4 EasyService in CityU Library 2008 : EasyCheck System for Semi-Closed collection, self-developed system using UHF RFID technology

5 EasyService in CityU Library 2008: EasyService for CD/DVD Collection using HF RFID technology

6 EasyService in CityU Library EasyPay EasyRegister

7 EasyPay - Outline Introduction - What is EasyPay? Why EasyPay? EasyPay Design EasyPay Implementation Usage Statistics 7

8 EasyPay - Background One of the initiatives of EasyService in CityU raised by Librarian Prof. Steve Ching. CityU Library is introducing different EasyService applications in phases to empower the patrons to check in and check out library materials by themselves. 8

9 EasyPay - Introduction 2007 Librarian Initiatives 2008 Mar – Applied Research Grant to develop application 2009 Jan - SSCI Journal article published Steve H. Ching, Alice Tai, Joanna Pong, & Michael Cheng, Dont Let Micropayments Penalize You – Experience from the City University of Hong Kong, The Journal of Academic Librarianship, 35 (1):86-97 9

10 EasyPay - Background (Old Practice) OLD: The work flow for collecting fines with Octopus-enabled cash registers (1) Library Staff input the Student ID to Library System, retrieve the outstanding fines in Library. (2) Library Staff enter value in Octopus enabled Cash Register. (3) User put Octopus card to settle payment. (4) Staff manually update patron record to complete the whole payment transaction. Cash Register Library Innopac System Octopus Card Reader No Direct Communication Connected by staff intermediary 10

11 Why EasyPay? Cash handling require huge manual effort especially in Library with Fines. Minimize the human error in cash handling and input error in the system interface. Faster transaction compared with old practice. Provide round the clock payment even the counter is closed. 11

12 EasyPay - Design (Objectives) Integration between Octopus and INNOPAC No staff intermediary Allow payment via electronic means (Octopus) Fast, quick and easy to use for patrons Integrate with CityU Smart Card. 12

13 EasyPay – Design (Modes of operation) Modes of operation. Staff mode – to allow staff to collect money using Octopus in the counter. Integrated mode - to handle check-in and check-out operation as well as the fine payment operation. Standalone mode – to allow user to pay on a kiosk. 13

14 EasyPay - Design (Architecture) 14

15 EasyPay - Design (Program Flow) Need to follow the Octopus Specification and requirement (hundred pages of specification and test plans). Error Handling. Strictly complied with the workflow of Octopus especially related to the payment flow. 15

16 EasyPay - Design (Screen Flow) 16

17 EasyPay - Design (Staff Interface) Transaction Enquiry 17

18 EasyPay - Design (User/Staff Interface) Fine selection - Confirmation 18

19 EasyPay - Design (User/Staff Interface) Fine payment - Selection 19

20 EasyPay - Implementation (H/W & S/W) Octopus Mini-MOP reader. Octopus Development Kit. Software: Visual Studio C#. All-in-one PC Kiosk (already in EasyCheck machine) Backend Server Dell PowerEdge 1950 and MS SQL Server. PC with integrated modem for remote dial-up. III Fines Payment API 20

21 EasyPay - Implementation (Interface with III) Fines payment API - facilitates the EasyPay workstation to communicate with INNOPAC directly. A Web Service approach To retrieve and update the patron fine payment details of the patron record in INNOPAC. Using searchPatrons to get the fines list and updatePatron to collect the fines. 21

22 EasyPay - Implementation (Testing) Handle different error messages by Octopus Mini-MOP reader and INNOPAC. Need to pass through the rigorous testing plan with Octopus Card Ltd. Obtain a type approval form issued by the Octopus Card Limited (OCL). 22

23 EasyPay - Usage statistics 23

24 EasyPay - System Limitation Amount of Octopus payment. Daily Upper limit on payment. Daily limit on Octopus auto-added value. Only auto-added value but not manual added value to the Octopus. Required modem (telephone) dialup to upload the Octopus data information. Bill are not covered because of adjustment and large amount. 24

25 EasyPay - Staff feedback Save time/effort to count coins and cash. Convenient as there are fewer steps. Faster cross-checking for each shift. User convenience. 25

26 EasyRegister Self-Registration of eligible non-CityU JULAC Library Card Holders

27 Number of Annual Registration

28 JULAC Registered Users from Other Libraries 2008-09

29 Entrance by JULAC Card Holders 2008-09

30 EasyRegister - Old Practice What is the old practice?

31 The paper application form Chan Tai Man B123456(A) 9876543223456789 83 Tat Chee Avenue, Kowloon Tong chantm@sample.edu.hk Chan Tai Man SAMPLE Circulation Librarian

32 Chan Tai Man CUHK 0011111 Chan Tai Man 1/2012

33 Each barcode carries a pre- created dummy patron record

34 A pre-created dummy patron record with pre-input UNIV ID and P BARCODE JULAC card with this Barcode label stuck on it can borrow books immediately even without patron details

35 Chan Tai ManCUHK 0011111 Chan Tai Man 23/6

36 Chan Tai Man CUHK 0011111 Chan Tai Man 1/2012

37 Not have enough time to key in all the information immediately on site over the counter Data entry done at backend office according to the users application form

38 EasyRegister - Old Practice Drawbacks: Time lag User cannot access and view circulation account immediately Possible human error

39

40 EasyRegister – Design (User Mode) Welcome Screen Press Start to begin Welcome Screen Press Start to begin User Identification Screen Questions to identify eligible user User Identification Screen Questions to identify eligible user Input Screen For user to input/edit their personal details. Input Screen For user to input/edit their personal details. Confirmation Screen Show user input data for double check. Confirmation Screen Show user input data for double check. Final Reminder Inform user the whole registration process is not completed yet and ask them to take the temporary registration ticket to the Counter. Final Reminder Inform user the whole registration process is not completed yet and ask them to take the temporary registration ticket to the Counter. Yes No Yes Continue Quit Edit again System create a patron record on Innopac and print a temporary registration ticket The JULAC card registration process is not completed yet !!

41 EasyRegister – Design (Staff mode) Retrieve Patron Record By scan the temporary barcode on the registration ticket Retrieve Patron Record By scan the temporary barcode on the registration ticket Display Patron Record Circulation staff verify users input data Display Patron Record Circulation staff verify users input data Enable Patron Record By replace the temporary barcode with the permanent one and save the record. Enable Patron Record By replace the temporary barcode with the permanent one and save the record. Ineligible user Eligible user The JULAC card registration process is completed now !!

42 EasyRegister – Work Flow Prepare dummy Patron record (Back End) Prepare barcode (Back End) Verify patron details and Issue barcode to patron Contact user to update their personal details (Back End) Input user personal details (Back End) Old Practice User input their personal details and on-the-fly create patron record Verify patron details and Issue barcode to patron Contact user to update their personal details (Back End) Prepare barcode (Back End) New Practice By StaffBy User

43 EasyRegister - Implementation Development Tools (both User and Staff mode) – Fines Payment API – C# – Visual Studio.net Hardware Requirements – 1 x Desktop PC with keyboard and mouse. – 1 x Thermal printer – For staff mode, no additional hardware is needed because the program is installed on the Circulation Counter machines.

44 EasyRegister - Installation One EasyRegister machine is installed next to the Circulation counter.

45 EasyRegister - Benefits Value-added use of an existing product – Fines Payment API Streamline the application procedures Reduce human error Up-to-date information can be obtained Complete patron information are input immediately Patron can make full use of their record immediately right after registration

46 EasyRegister – Future Development EasyTicket: As suggested by the Librarian, we shall start a feasibility study of using Octopus Card as JULAC Library Card holders access and borrowing at CityU Library.

47 EasyRegister - Future Development We shall study: The interface between Octopus card readers and our access control system The interface between Octopus card readers and LMS system The interface between Octopus card readers and different self-check systems Development of programmes for the above interfaces

48 Conclusion Three principles of the Book of Changes ( ) : change and transformation easy and simplicity invariability: a constant definite order

49 Conclusion Apply to Library Services: change : adapt to constant changes and transformation of the Library easy : EasyService Applications invariability : User-oriented service model

50 Run Run Shaw Library


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