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[% INCLUDE 'help-top.inc' %] |
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[% INCLUDE 'help-top.inc' %] |
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<h1>Notices</h1> |
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<h1>Notices</h1> |
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All notices sent by Koha can be customized using the Notices Tool. The system comes with several predefined templates that will appear when you first visit the Notices Tool |
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<p>Notices are messages sent to patrons, vendors and staff to notify them at key times.</p> |
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Each notice can be edited, but only a few can be deleted, this is to prevent system errors should a message try to send without a template. |
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<h2>Add a new notice</h2> |
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<h2>Adding Notices</h2> |
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<ul> |
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<ul> |
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<li>Click 'New Notice'</li> |
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<li>To add a new notice |
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<li>Choose a 'Koha Module' to associate your notice with from the dropdown box</li> |
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<ul> |
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<li>Enter a 'Code' abbreviation for your new notice (for example: 'ODUE' for Overdue Notice)</li> |
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<li>Click 'New Notice'</li> |
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<li>Enter a 'Name' for your new notice (for example 'Overdue Notice')</li> |
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<li>Choose the module this notice is related to</li> |
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<li>Enter a 'Message Subject' (for example 'Item Overdue')</li> |
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<li>The Code is limited to 20 characters</li> |
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<li>Design your 'Message Body'</li> |
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<li>Use the name field to expand on your Code</li> |
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</ul> |
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<li>Message Subject is what will appear in the subject line of the email</li> |
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<ul> |
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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> |
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<ul> |
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<ul> |
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<li style="color: #ff0000;">Important: On overdue notices make sure to use <<items.content>> to print out the data related to all items that are overdue. The other option is to use the <item></item> tags to span the line so that it will print out multiple lines</li> |
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<li>Choose a field from the scroll down menu on the left side |
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<li style="color: #ff0000;">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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<ul> |
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</ul> |
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<li> |
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</li> |
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<span style="background-color: #ffe599"> |
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</ul> |
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TIP: For help with what each field is, see the Notices: Database Fields section of this manual</span></li> |
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</li> |
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</ul></li> |
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</ul> |
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<li>Click the '>>' button to insert that field into your text message where you'd like it to appear in the notice.</li> |
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<h3>Notice Markup</h3> |
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<li>Continue adding 'field's and clicking '>>' to insert them into the notice until your message is completed.</li> |
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When creating your overdue notices there are two tags in addition to the various database fields that you can use in your notices. |
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<li>Then, click 'Submit'</li> |
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<p style="color: #ff0000;">Important: These new tags only work on the overdue notices, not other circulation related notices at this time.</p> |
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</ul></li> |
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<li> |
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<ul> |
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<span style="color: #ff0000"> |
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<li><item></item> which should enclose all fields from the biblio, biblioitems, and items tables.</li> |
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IMPORTANT: Currently, Koha can not reference multiple biblios in a single notice (in other words--in the example below-- there is not just ONE email sent that describes ALL currently overdue items, but an email sent for EACH overdue item) </span></li> |
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<li><fine></fine> which should be enclosed by the item tag and should enclose a currency identifier per ISO 4217. If this tag is present with a proper identifier, the fine for that item will be displayed in the proper currency format. |
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</ul><h3> |
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<ul> |
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How do I schedule overdue notices?</h3>To schedule overdue notices, you must use Koha's 'Notice/Status Trigger' tool.<br/> |
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<li>Note: ISO 4217 changes from time to time therefore all currencies may not be supported. If you find one that is not supported, please file a bug with the Locale::Currency::Format author Tan D Nguyen <tnguyen at cpan doe org>.</li> |
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<ul> |
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</ul> |
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<li><em>Get there:</em> More > Tools > Overdue notice/status triggers</li> |
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</li> |
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</ul> [% INCLUDE 'help-bottom.inc' %] |
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</ul> |
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An example of using these two tags in a notice template might be like: |
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<pre>The following item(s) is/are currently overdue: |
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<item>"<<biblio.title>>" by <<biblio.author>>, <<items.itemcallnumber>>, Barcode: <<items.barcode>> Fine: <fine>GBP</fine></item></pre> |
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Which, assuming two items were overdue, would result in a notice like: |
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<pre>The following item(s) is/are currently overdue: |
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"A Short History of Western Civilization" by Harrison, John B, 909.09821 H2451, Barcode: 08030003 Fine: £3.50 |
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"History of Western Civilization" by Hayes, Carlton Joseph Huntley, 909.09821 H3261 v.1, Barcode: 08030004 Fine: £3.50</pre> |
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<h2>Existing Notices</h2> |
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Among the default notices are notices for several common actions within Koha, here are some of what those notices do |
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<ul> |
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<li>ACCTDETAILS |
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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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</ul> |
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</li> |
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<li>ACQCLAIM (Acquisition Claim) |
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<ul> |
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<li>Used in the claim acquisition module</li> |
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<li>Get there: More > Acquisitions > Late issues</li> |
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</ul> |
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</li> |
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<li>HOLD (Hold Available for Pickup) |
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<ul> |
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<li>This notice is used if two criteria are met: |
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<ul> |
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<li>The EnhancedMessagingPreferences is set to 'Allow'</li> |
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<li>The patron has requested to receive this notice |
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<ul> |
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<li>Get there: OPAC > Login > my messaging</li> |
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<li>Get there: Staff Client > Patron Record > Messaging</li> |
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</ul> |
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</li> |
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</ul> |
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</li> |
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</ul> |
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</li> |
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<li>HOLDPLACED (a notice to the library staff that a hold has been placed) |
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<ul> |
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<li>This notice requires the emailLibrarianWhenHoldIsPlaced system preference to be set to 'Enable'</li> |
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</ul> |
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</li> |
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<li>HOLD_PRINT (Printed notice when hold available for pickup) |
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<ul> |
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<li>This notice is used for hold confirmation notices that are sent out in print format. This will not effect what the email notice looks like.</li> |
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</ul> |
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</li> |
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<li>ODUE (Overdue Notice) |
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<ul> |
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<li>This notice is used to send Overdue Notices to Patrons</li> |
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<li>See a Sample Overdue Notice</li> |
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<li>Requires that you set Overdue Notice/Status Triggers</li> |
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</ul> |
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</li> |
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<li>RLIST (Routing List) |
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<ul> |
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<li>Used in the serials module to notify patrons/staff of new issues of a serial |
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<ul> |
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<li>Get there: More > Serials > New Subscription</li> |
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</ul> |
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</li> |
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<li>You have the option to select the 'Routing List' notice when creating a new subscription (Choose from the 'Patron notification' drop down).</li> |
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<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> |
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</ul> |
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</li> |
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</ul> |
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[% INCLUDE 'help-bottom.inc' %] |
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