Lines 13-52
Link Here
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13 |
<p>To add a new notice or slip</p> |
13 |
<p>To add a new notice or slip</p> |
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|
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|
15 |
<ul> |
15 |
<ul> |
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<li>Click 'New Notice'</li> |
16 |
<li>Click 'New Notice'</li> |
17 |
<li>Choose which library this notice or slip is for</li> |
17 |
<li>Choose which library this notice or slip is for</li> |
18 |
<li>Choose the module this notice is related to</li> |
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<li>Choose the module this notice is related to</li> |
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<li>The Code is limited to 20 characters |
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<li>The Code is limited to 20 characters |
20 |
<ul> |
20 |
<ul> |
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<li style="color: #990000;">Important: When working with the overdue notices you want each notice at each branch to have a unique code. Think about using the branch code in front of the notice code for each branch.</li> |
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<li style="color: #990000;">Important: When working with the overdue notices you want each notice at each branch to have a unique code. Think about using the branch code in front of the notice code for each branch.</li> |
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</ul> |
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</ul> |
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</li> |
23 |
</li> |
24 |
<li>Use the name field to expand on your Code |
24 |
<li>Use the name field to expand on your Code |
25 |
<ul> |
25 |
<ul> |
26 |
<li style="background-color: #ffe599;">Tip: With overdue notices, be sure to put your branch name in the description as well so that it will be visible when setting up your triggers.</li> |
26 |
<li style="background-color: #ffe599;">Tip: With overdue notices, be sure to put your branch name in the description as well so that it will be visible when setting up your triggers.</li> |
27 |
</ul> |
27 |
</ul> |
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</li> |
28 |
</li> |
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<li>Next you can customize the notice for every possible delivery method |
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<li>Next you can customize the notice for every possible delivery method |
30 |
<ul> |
30 |
<ul> |
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<li>Every notice should have an Email template set for it</li> |
31 |
<li>Every notice should have an Email template set for it</li> |
32 |
<li>Next, you can set up a Feed template</li> |
32 |
<li>Next, you can set up a Feed template</li> |
33 |
<li>If you're using the TalkingTechItivaPhoneNotification service you can set up a Phone notification</li> |
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<li>If you're using the TalkingTechItivaPhoneNotification service you can set up a Phone notification</li> |
34 |
<li>If you plan on printing this notice you can set the Print template next</li> |
34 |
<li>If you plan on printing this notice you can set the Print template next</li> |
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<li>If you have enabled SMS notices with the SMSSendDriver preference you can set the text for your SMS notices next</li> |
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<li>If you have enabled SMS notices with the SMSSendDriver preference you can set the text for your SMS notices next</li> |
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</ul> |
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</ul> |
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</li> |
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</li> |
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<li>Each notice offers you the same options |
38 |
<li>Each notice offers you the same options |
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<ul> |
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<ul> |
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<li>If you plan on writing the notice or slip in HTML check the 'HTML Message' box, otherwise the content will be generated as plain text</li> |
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<li>If you plan on writing the notice or slip in HTML check the 'HTML Message' box, otherwise the content will be generated as plain text</li> |
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<li>Message Subject is what will appear in the subject line of the email</li> |
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<li>Message Subject is what will appear in the subject line of the email</li> |
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<li>In the message body feel free to type whatever message you feel is best, use the fields on the left hand side to enter individualized data from the from database. |
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<li>In the message body feel free to type whatever message you feel is best, use the fields on the left hand side to enter individualized data from the from database. |
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<ul> |
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<ul> |
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<li><span style="color: #990000;">Important: Overdue notices can use <<items.content>> tags by themselves, or use <item></item> to span all of the tags.</span> |
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<li><span style="color: #990000;">Important: Overdue notices can use <<items.content>> tags by themselves, or use <item></item> to span all of the tags.</span> |
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<ul> |
45 |
<ul> |
46 |
<li>On overdue notices make sure to use <<items.content>> tags to print out the data related to all items that are overdue.</li> |
46 |
<li>On overdue notices make sure to use <<items.content>> tags to print out the data related to all items that are overdue.</li> |
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</ul> |
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</ul> |
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<ul> |
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<ul> |
49 |
<li>The other option, only for overdue notices, is to use the <item></item> tags to span the line so that it will print out multiple lines. One example for the <item></item> tag option is:<item>"<<biblio.title>>" by |
49 |
<li>The other option, only for overdue notices, is to use the <item></item> tags to span the line so that it will print out multiple lines. One example for the <item></item> tag option is:<item>"<<biblio.title>>" by |
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<<biblio.author>>, <<items.itemcallnumber>>, |
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<<biblio.author>>, <<items.itemcallnumber>>, |
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Barcode: <<items.barcode>> , Checkout date: |
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Barcode: <<items.barcode>> , Checkout date: |
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<<issues.issuedate>>, Due date: |
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<<issues.issuedate>>, Due date: |
Lines 54-61
Barcode: <<items.barcode>> , Checkout date:
Link Here
|
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<<issues.date_due>> </item></li> |
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<<issues.date_due>> </item></li> |
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</ul> |
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</ul> |
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</li> |
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</li> |
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<li style="color: #990000;">Important: Only the overdue notices take advantage of the <item></item> tags, all other notices referencing items need to use <<items.content>></li> |
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<li style="color: #990000;">Important: Only the overdue notices take advantage of the <item></item> tags, all other notices referencing items need to use <<items.content>></li> |
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<li style="background-color: #ffe599;">Tip: To add today's date you can use the <<today>> syntax</li> |
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<li style="background-color: #ffe599;">Tip: To add today's date you can use the <<today>> syntax</li> |
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</ul> |
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</ul> |
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</li> |
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</li> |
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</ul> |
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</ul> |
Lines 87-265
Barcode: <<items.barcode>> , Checkout date:
Link Here
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<p>Among the default notices are notices for several common actions within Koha. All of these notices can be customized by altering their text via the Notices & Slips tool and their style using the NoticeCSS preference to define a stylesheet. Here are some of what those notices do</p> |
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<p>Among the default notices are notices for several common actions within Koha. All of these notices can be customized by altering their text via the Notices & Slips tool and their style using the NoticeCSS preference to define a stylesheet. Here are some of what those notices do</p> |
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<ul> |
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<ul> |
90 |
<li>ACCTDETAILS |
90 |
<li>ACCTDETAILS |
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<ul> |
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<ul> |
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<li>Sent to patrons when their account is set up if the AutoEmailOPACUser preference is set to 'Send'</li> |
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<li>Sent to patrons when their account is set up if the AutoEmailOPACUser preference is set to 'Send'</li> |
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</ul> |
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</ul> |
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</li> |
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</li> |
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<li>ACQCLAIM (Acquisition Claim) |
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<li>ACQCLAIM (Acquisition Claim) |
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<ul> |
96 |
<ul> |
97 |
<li>Used in the claim acquisition module</li> |
97 |
<li>Used in the claim acquisition module</li> |
98 |
<li><em>Get there:</em> More > Acquisitions > Late issues</li> |
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<li><em>Get there:</em> More > Acquisitions > Late issues</li> |
99 |
</ul> |
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</ul> |
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</li> |
100 |
</li> |
101 |
<li>CHECKIN |
101 |
<li>CHECKIN |
102 |
<ul> |
102 |
<ul> |
103 |
<li>This notice is sent as the 'Check in' notice for all items that are checked in</li> |
103 |
<li>This notice is sent as the 'Check in' notice for all items that are checked in</li> |
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<li>This notice is used if two criteria are met: |
104 |
<li>This notice is used if two criteria are met: |
105 |
<ol> |
105 |
<ol> |
106 |
<li>The EnhancedMessagingPreferences is set to 'Allow'</li> |
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<li>The EnhancedMessagingPreferences is set to 'Allow'</li> |
107 |
<li>The patron has requested to receive this notice |
107 |
<li>The patron has requested to receive this notice |
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<ul> |
108 |
<ul> |
109 |
<li><em>Get there: </em>OPAC > Login > my messaging</li> |
109 |
<li><em>Get there: </em>OPAC > Login > my messaging</li> |
110 |
<li><em>Get there: </em>Staff Client > Patron Record > Notices</li> |
110 |
<li><em>Get there: </em>Staff Client > Patron Record > Notices</li> |
111 |
</ul> |
111 |
</ul> |
112 |
</li> |
112 |
</li> |
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</ol> |
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</ol> |
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</li> |
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</li> |
115 |
</ul> |
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</ul> |
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</li> |
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</li> |
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<li>CHECKOUT |
117 |
<li>CHECKOUT |
118 |
<ul> |
118 |
<ul> |
119 |
<li>This notice is sent as the 'Check out' notice for all items that are checked out</li> |
119 |
<li>This notice is sent as the 'Check out' notice for all items that are checked out</li> |
120 |
<li>This notice is used if two criteria are met: |
120 |
<li>This notice is used if two criteria are met: |
121 |
<ol> |
121 |
<ol> |
122 |
<li>The EnhancedMessagingPreferences is set to 'Allow'</li> |
122 |
<li>The EnhancedMessagingPreferences is set to 'Allow'</li> |
123 |
<li>The patron has requested to receive this notice |
123 |
<li>The patron has requested to receive this notice |
124 |
<ul> |
124 |
<ul> |
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<li><em>Get there: </em>OPAC > Login > my messaging</li> |
125 |
<li><em>Get there: </em>OPAC > Login > my messaging</li> |
126 |
<li><em>Get there: </em>Staff Client > Patron Record > Notices</li> |
126 |
<li><em>Get there: </em>Staff Client > Patron Record > Notices</li> |
127 |
</ul> |
127 |
</ul> |
128 |
</li> |
128 |
</li> |
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</ol> |
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</ol> |
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</li> |
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</li> |
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</ul> |
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</ul> |
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</li> |
132 |
</li> |
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<li>DUE |
133 |
<li>DUE |
134 |
<ul> |
134 |
<ul> |
135 |
<li>This notice is sent as the 'Item due' for an item is due</li> |
135 |
<li>This notice is sent as the 'Item due' for an item is due</li> |
136 |
<li>This notice is used if two criteria are met: |
136 |
<li>This notice is used if two criteria are met: |
137 |
<ol> |
137 |
<ol> |
138 |
<li>The EnhancedMessagingPreferences is set to 'Allow'</li> |
138 |
<li>The EnhancedMessagingPreferences is set to 'Allow'</li> |
139 |
<li>The patron has requested to receive this notice |
139 |
<li>The patron has requested to receive this notice |
140 |
<ul> |
140 |
<ul> |
141 |
<li><em>Get there: </em>OPAC > Login > my messaging</li> |
141 |
<li><em>Get there: </em>OPAC > Login > my messaging</li> |
142 |
<li><em>Get there: </em>Staff Client > Patron Record > Notices</li> |
142 |
<li><em>Get there: </em>Staff Client > Patron Record > Notices</li> |
143 |
</ul> |
143 |
</ul> |
144 |
</li> |
144 |
</li> |
145 |
</ol> |
145 |
</ol> |
146 |
</li> |
146 |
</li> |
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</ul> |
147 |
</ul> |
148 |
</li> |
148 |
</li> |
149 |
<li>DUEDGST |
149 |
<li>DUEDGST |
150 |
<ul> |
150 |
<ul> |
151 |
<li>This notice is sent as the 'Item due' for all items that are due</li> |
151 |
<li>This notice is sent as the 'Item due' for all items that are due</li> |
152 |
<li>This notice is used if two criteria are met: |
152 |
<li>This notice is used if two criteria are met: |
153 |
<ol> |
153 |
<ol> |
154 |
<li>The EnhancedMessagingPreferences is set to 'Allow'</li> |
154 |
<li>The EnhancedMessagingPreferences is set to 'Allow'</li> |
155 |
<li>The patron has requested to receive this notice as a digest |
155 |
<li>The patron has requested to receive this notice as a digest |
156 |
<ul> |
156 |
<ul> |
157 |
<li><em>Get there: </em>OPAC > Login > my messaging</li> |
157 |
<li><em>Get there: </em>OPAC > Login > my messaging</li> |
158 |
<li><em>Get there: </em>Staff Client > Patron Record > Notices</li> |
158 |
<li><em>Get there: </em>Staff Client > Patron Record > Notices</li> |
159 |
</ul> |
159 |
</ul> |
160 |
</li> |
160 |
</li> |
161 |
</ol> |
161 |
</ol> |
162 |
</li> |
162 |
</li> |
163 |
</ul> |
163 |
</ul> |
164 |
</li> |
164 |
</li> |
165 |
<li>HOLD (Hold Available for Pickup) |
165 |
<li>HOLD (Hold Available for Pickup) |
166 |
<ul> |
166 |
<ul> |
167 |
<li>This notice is used if two criteria are met: |
167 |
<li>This notice is used if two criteria are met: |
168 |
<ol> |
168 |
<ol> |
169 |
<li>The EnhancedMessagingPreferences is set to 'Allow'</li> |
169 |
<li>The EnhancedMessagingPreferences is set to 'Allow'</li> |
170 |
<li>The patron has requested to receive this notice |
170 |
<li>The patron has requested to receive this notice |
171 |
<ul> |
171 |
<ul> |
172 |
<li><em>Get there: </em>OPAC > Login > my messaging</li> |
172 |
<li><em>Get there: </em>OPAC > Login > my messaging</li> |
173 |
<li><em>Get there: </em>Staff Client > Patron Record > Notices</li> |
173 |
<li><em>Get there: </em>Staff Client > Patron Record > Notices</li> |
174 |
</ul> |
174 |
</ul> |
175 |
</li> |
175 |
</li> |
176 |
</ol> |
176 |
</ol> |
177 |
</li> |
177 |
</li> |
178 |
<li>When this notice references the branches table it is referring to the pickup branch information.</li> |
178 |
<li>When this notice references the branches table it is referring to the pickup branch information.</li> |
179 |
</ul> |
179 |
</ul> |
180 |
</li> |
180 |
</li> |
181 |
<li>HOLDPLACED (a notice to the library staff that a hold has been placed) |
181 |
<li>HOLDPLACED (a notice to the library staff that a hold has been placed) |
182 |
<ul> |
182 |
<ul> |
183 |
<li>This notice requires the emailLibrarianWhenHoldIsPlaced system preference to be set to 'Enable'</li> |
183 |
<li>This notice requires the emailLibrarianWhenHoldIsPlaced system preference to be set to 'Enable'</li> |
184 |
<li>When this notice references the branches table it is referring to the pickup branch information.</li> |
184 |
<li>When this notice references the branches table it is referring to the pickup branch information.</li> |
185 |
</ul> |
185 |
</ul> |
186 |
</li> |
186 |
</li> |
187 |
<li>ODUE (Overdue Notice) |
187 |
<li>ODUE (Overdue Notice) |
188 |
<ul> |
188 |
<ul> |
189 |
<li>This notice is used to send Overdue Notices to Patrons</li> |
189 |
<li>This notice is used to send Overdue Notices to Patrons</li> |
190 |
<li>Requires that you set Overdue Notice/Status Triggers</li> |
190 |
<li>Requires that you set Overdue Notice/Status Triggers</li> |
191 |
</ul> |
191 |
</ul> |
192 |
</li> |
192 |
</li> |
193 |
<li>PREDUE |
193 |
<li>PREDUE |
194 |
<ul> |
194 |
<ul> |
195 |
<li>This notice is sent as the 'Advanced notice' for an item is due</li> |
195 |
<li>This notice is sent as the 'Advanced notice' for an item is due</li> |
196 |
<li>This notice is used if two criteria are met: |
196 |
<li>This notice is used if two criteria are met: |
197 |
<ol> |
197 |
<ol> |
198 |
<li>The EnhancedMessagingPreferences is set to 'Allow'</li> |
198 |
<li>The EnhancedMessagingPreferences is set to 'Allow'</li> |
199 |
<li>The patron has requested to receive this notice |
199 |
<li>The patron has requested to receive this notice |
200 |
<ul> |
200 |
<ul> |
201 |
<li><em>Get there: </em>OPAC > Login > my messaging</li> |
201 |
<li><em>Get there: </em>OPAC > Login > my messaging</li> |
202 |
<li><em>Get there: </em>Staff Client > Patron Record > Notices</li> |
202 |
<li><em>Get there: </em>Staff Client > Patron Record > Notices</li> |
203 |
</ul> |
203 |
</ul> |
204 |
</li> |
204 |
</li> |
205 |
</ol> |
205 |
</ol> |
206 |
</li> |
206 |
</li> |
207 |
</ul> |
207 |
</ul> |
208 |
</li> |
208 |
</li> |
209 |
<li>PREDUEDGST |
209 |
<li>PREDUEDGST |
210 |
<ul> |
210 |
<ul> |
211 |
<li>This notice is sent as the 'Advanced notice' for all items that are due</li> |
211 |
<li>This notice is sent as the 'Advanced notice' for all items that are due</li> |
212 |
<li>This notice is used if two criteria are met: |
212 |
<li>This notice is used if two criteria are met: |
213 |
<ol> |
213 |
<ol> |
214 |
<li>The EnhancedMessagingPreferences is set to 'Allow'</li> |
214 |
<li>The EnhancedMessagingPreferences is set to 'Allow'</li> |
215 |
<li>The patron has requested to receive this notice as a digest |
215 |
<li>The patron has requested to receive this notice as a digest |
216 |
<ul> |
216 |
<ul> |
217 |
<li><em>Get there: </em>OPAC > Login > my messaging</li> |
217 |
<li><em>Get there: </em>OPAC > Login > my messaging</li> |
218 |
<li><em>Get there: </em>Staff Client > Patron Record > Notices</li> |
218 |
<li><em>Get there: </em>Staff Client > Patron Record > Notices</li> |
219 |
</ul> |
219 |
</ul> |
220 |
</li> |
220 |
</li> |
221 |
</ol> |
221 |
</ol> |
222 |
</li> |
222 |
</li> |
223 |
</ul> |
223 |
</ul> |
224 |
</li> |
224 |
</li> |
225 |
<li>RENEWAL |
225 |
<li>RENEWAL |
226 |
<ul> |
226 |
<ul> |
227 |
<li>This notice is sent as the 'Check out' notice for all items that are renewed</li> |
227 |
<li>This notice is sent as the 'Check out' notice for all items that are renewed</li> |
228 |
<li>This notice is used if three criteria are met: |
228 |
<li>This notice is used if three criteria are met: |
229 |
<ol> |
229 |
<ol> |
230 |
<li>The EnhancedMessagingPreferences is set to 'Allow'</li> |
230 |
<li>The EnhancedMessagingPreferences is set to 'Allow'</li> |
231 |
<li>The RenewalSendNotice preference is set to 'Send'</li> |
231 |
<li>The RenewalSendNotice preference is set to 'Send'</li> |
232 |
<li>The patron has requested to receive the checkout notice |
232 |
<li>The patron has requested to receive the checkout notice |
233 |
<ul> |
233 |
<ul> |
234 |
<li><em>Get there: </em>OPAC > Login > my messaging</li> |
234 |
<li><em>Get there: </em>OPAC > Login > my messaging</li> |
235 |
<li><em>Get there: </em>Staff Client > Patron Record > Notices</li> |
235 |
<li><em>Get there: </em>Staff Client > Patron Record > Notices</li> |
236 |
</ul> |
236 |
</ul> |
237 |
</li> |
237 |
</li> |
238 |
</ol> |
238 |
</ol> |
239 |
</li> |
239 |
</li> |
240 |
</ul> |
240 |
</ul> |
241 |
</li> |
241 |
</li> |
242 |
<li>RLIST (Routing List) |
242 |
<li>RLIST (Routing List) |
243 |
<ul> |
243 |
<ul> |
244 |
<li>Used in the serials module to notify patrons/staff of new issues of a serial |
244 |
<li>Used in the serials module to notify patrons/staff of new issues of a serial |
245 |
<ul> |
245 |
<ul> |
246 |
<li><em>Get there:</em> More > Serials > New Subscription</li> |
246 |
<li><em>Get there:</em> More > Serials > New Subscription</li> |
247 |
</ul> |
247 |
</ul> |
248 |
</li> |
248 |
</li> |
249 |
<li>You have the option to select the 'Routing List' notice when creating a new subscription (Choose from the 'Patron notification' drop down).</li> |
249 |
<li>You have the option to select the 'Routing List' notice when creating a new subscription (Choose from the 'Patron notification' drop down).</li> |
250 |
<li style="background-color: #ffe599;">Tip: Notice also that if you'd like to notify patrons of new serial issues, you can click on 'define a notice' which will take you to the 'Notices' tool</li> |
250 |
<li style="background-color: #ffe599;">Tip: Notice also that if you'd like to notify patrons of new serial issues, you can click on 'define a notice' which will take you to the 'Notices' tool</li> |
251 |
</ul> |
251 |
</ul> |
252 |
</li> |
252 |
</li> |
253 |
<li>SHARE_ACCEPT |
253 |
<li>SHARE_ACCEPT |
254 |
<ul> |
254 |
<ul> |
255 |
<li>Used to notify a patron when another patron has accepted their shared list.</li> |
255 |
<li>Used to notify a patron when another patron has accepted their shared list.</li> |
256 |
<li>Requires that you set OpacAllowSharingPrivateLists to 'Allow'</li> |
256 |
<li>Requires that you set OpacAllowSharingPrivateLists to 'Allow'</li> |
257 |
</ul> |
257 |
</ul> |
258 |
</li> |
258 |
</li> |
259 |
<li>SHARE_INVITE |
259 |
<li>SHARE_INVITE |
260 |
<ul> |
260 |
<ul> |
261 |
<li>Used to notify a patron that another patron would like to share a list with them.</li> |
261 |
<li>Used to notify a patron that another patron would like to share a list with them.</li> |
262 |
<li>Requires that you set OpacAllowSharingPrivateLists to 'Allow'</li> |
262 |
<li>Requires that you set OpacAllowSharingPrivateLists to 'Allow'</li> |
263 |
</ul> |
263 |
</ul> |
264 |
</li> |
264 |
</li> |
265 |
</ul> |
265 |
</ul> |
Lines 267-294
Barcode: <<items.barcode>> , Checkout date:
Link Here
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<p>There are also a set of predefined slips (or receipts) listed on this page. All of these slips can be customized by altering their text via the Notices & Slips tool and their style using the SlipCSS preference to define a stylesheet. Here is what those slips are used for:</p> |
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<p>There are also a set of predefined slips (or receipts) listed on this page. All of these slips can be customized by altering their text via the Notices & Slips tool and their style using the SlipCSS preference to define a stylesheet. Here is what those slips are used for:</p> |
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<ul> |
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<ul> |
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<li>ISSUEQSLIP |
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<li>ISSUEQSLIP |
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<ul> |
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<ul> |
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<li>Used to print the quick slip in circulation</li> |
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<li>Used to print the quick slip in circulation</li> |
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<li>The quick slip only includes items that were checked out today</li> |
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<li>The quick slip only includes items that were checked out today</li> |
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</ul> |
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</ul> |
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</li> |
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</li> |
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<li>ISSUESLIP |
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<li>ISSUESLIP |
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<ul> |
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<ul> |
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<li>Used to print a full slip in circulation</li> |
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<li>Used to print a full slip in circulation</li> |
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<li>The slip or receipt will show items checked out today as well as items that are still checked out</li> |
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<li>The slip or receipt will show items checked out today as well as items that are still checked out</li> |
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</ul> |
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</ul> |
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</li> |
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</li> |
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<li>RESERVESLIP |
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<li>RESERVESLIP |
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<ul> |
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<ul> |
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<li>Used to print a holds slip</li> |
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<li>Used to print a holds slip</li> |
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<li>The holds slip is generated when a hold is confirmed</li> |
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<li>The holds slip is generated when a hold is confirmed</li> |
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</ul> |
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</ul> |
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</li> |
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</li> |
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<li>TRANSFERSLIP |
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<li>TRANSFERSLIP |
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<ul> |
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<ul> |
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<li>Used to print a transfer slip</li> |
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<li>Used to print a transfer slip</li> |
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<li>The transfer slip is printed when you confirm a transfer from one branch to another in your system</li> |
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<li>The transfer slip is printed when you confirm a transfer from one branch to another in your system</li> |
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</ul> |
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</ul> |
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</li> |
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</li> |
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</ul> |
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</ul> |