OCLC Billing & Minitex Deposit Accounts

OCLC Billing

Minitex is an OCLC Billing Partner, which means we process monthly statements and payments for OCLC members' use of OCLC products and services. Libraries using OCLC Cataloging or Resource Sharing services receive monthly statements showing their use of various product codes and the monthly portion of their Cataloging or Resource Sharing Subscription pricing. Other products, such as CatExpress, CONTENTdm, ILLiad, and others, are billed on an annual basis.

A library may choose to be invoiced separately for specific annual charges, rather than having them charged against the deposit account, if desired. Contact the Minitex BATS or Administrative & Financial Services (AFS) units if you have any questions about your monthly OCLC statement.

Minitex Deposit Accounts

Minitex maintains deposit accounts for OCLC institutions in the region in which funds are deposited to pay for OCLC services, Minitex training, and other Minitex-related services. OCLC requires that members pre-pay for their OCLC charges, so each institution is required to have enough funds on deposit to cover 6 months worth of OCLC use. Minitex sends semi-annual reminders to each library to replenish the funds in their account.

Minitex Monthly Statements

Monthly statements are prepared after receiving the monthly detail from OCLC and other services' vendors. These statements provide information on beginning balance, credits, deposits/invoices paid, expenses for the month, and the month ending balance. The monthly statements are sent out around the 10th of the month following the month in which the charges are incurred.

A negative figure in the month end "balance on account" line indicates a shortage of funds. Minitex Administrative and Financial Services (AFS) staff will monitor the account and generate an invoice after calculating usage for the six-month period based on previous history, or the library may request to be invoiced for a specific amount to cover expenses until the next semi-annual billing period.

TravWeb

TRAVWeb is a service provided by Minitex Administrative and Financial Services (AFS) which enables secure online access to your library's Minitex financial account and OCLC usage data. You can review account balances, open invoices and statements, OCLC monthly billing detail, and product, invoice, and payment history. It allows you to drill down and reprint invoices and statements as needed. You can even change your library contact names, addresses, phone numbers, and emails.

Library directors or financial staff members who would like access to TRAVWeb may contact Terry Beseman, Minitex AFS Director (612-624-0332, 800-462-5348, besematc@umn.edu), to receive instructions on how to access the service.

All OCLC product, service, and business names mentioned on this webpage are trademarks and/or service marks of OCLC Online Computer Library Center, Inc.