<h3>Adding Notices & Slips</h3>
-<p>To add a new notice or slip
+<p>To add a new notice or slip</p>
<ul>
<li>Click 'New Notice'</li>
- <li>Choose which library this notice or slip is for</li>
+ <li>Choose which library this notice or slip is for</li>
<li>Choose the module this notice is related to</li>
- <li>The Code is limited to 20 characters</li>
- <li>Use the name field to expand on your Code</li>
- <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>
+ <li>The Code is limited to 20 characters
+<ul>
+ <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>
+</ul>
+</li>
+ <li>Use the name field to expand on your Code
+<ul>
+ <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>
+</ul>
+</li>
+ <li>Next you can customize the notice for every possible delivery method
+<ul>
+ <li>Every notice should have an Email template set for it</li>
+ <li>Next, you can set up a Feed template</li>
+ <li>If you're using the TalkingTechItivaPhoneNotification service you can set up a Phone notification</li>
+ <li>If you plan on printing this notice you can set the Print template next</li>
+ <li>If you have enabled SMS notices with the SMSSendDriver preference you can set the text for your SMS notices next</li>
+</ul>
+</li>
+ <li>Each notice offers you the same options
+<ul>
+ <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>
<li>Message Subject is what will appear in the subject line of the email</li>
<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.
<ul>
- <li style="color: #990000;">Important: Overdue notices can use <<items.content>> tags by themselves, or use <item></item> to span all of the tags. Learn more about the Overdue Notice Markup</li>
+ <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>
<ul>
- <li>On overdue notices make sure to use <<items.content>> tags to print out the data related to all items that are overdue.</li>
+ <li>On overdue notices make sure to use <<items.content>> tags to print out the data related to all items that are overdue.</li>
</ul>
<ul>
- <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 <<biblio.author>>, <<items.itemcallnumber>>, Barcode: <<items.barcode>> , Checkout date: <<issues.issuedate>>, Due date: <<issues.date_due>> Fine: <<items.fine>> Due date: <<issues.date_due>> </item></li>
+ <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
+<<biblio.author>>, <<items.itemcallnumber>>,
+Barcode: <<items.barcode>> , Checkout date:
+<<issues.issuedate>>, Due date:
+<<issues.date_due>> Fine: <<items.fine>> Due date:
+<<issues.date_due>> </item></li>
</ul>
+</li>
+ <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>
+ <li style="background-color: #ffe599;">Tip: To add today's date you can use the <<today>> syntax</li>
+</ul>
+</li>
</ul>
</li>
- <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>
</ul>
-<h4>Overdue Notice Markup</h4>
+<h5>Overdue Notice Markup</h5>
<p>When creating your overdue notices there are two tags in addition to the various database fields that you can use in your notices.</p>
-<p style="color: #990000;">Important These new tags only work on the overdue notices, not other circulation related notices at this time.</p>
+<p style="color: #990000;">Important: These new tags only work on the overdue notices, not other circulation related notices at this time.</p>
-<ul>
- <li><item></item> which should enclose all fields from the biblio, biblioitems, and items tables.</li>
- <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.
-<ul>
- <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>
-</ul>
-</li>
-</ul>
+<p>These tags are <item> and </item> which should enclose all fields from the biblio, biblioitems, and items tables.</p>
-<p>An example of using these two tags in a notice template might be like:</p>
+<p>An example of using these tags in a notice template might be like:</p>
-<pre>The following item(s) is/are currently overdue:
+<p>The following item(s) is/are currently overdue:</p>
- <item>"<<biblio.title>>" by <<biblio.author>>, <<items.itemcallnumber>>, Barcode: <<items.barcode>> Fine: <<items.fine>> </item></pre>
+<p> <item>"<<biblio.title>>" by <<biblio.author>>, <<items.itemcallnumber>>, Barcode: <<items.barcode>> Fine: <<items.fine>></item></p>
<p>Which, assuming two items were overdue, would result in a notice like:</p>
-<pre>The following item(s) is/are currently overdue:
+<p>The following item(s) is/are currently overdue:</p>
- "A Short History of Western Civilization" by Harrison, John B, 909.09821 H2451, Barcode: 08030003 Fine: £3.50
- "History of Western Civilization" by Hayes, Carlton Joseph Huntley, 909.09821 H3261 v.1, Barcode: 08030004 Fine: £3.50</pre>
+<p> "A Short History of Western Civilization" by Harrison, John B, 909.09821 H2451, Barcode: 08030003 Fine: 3.50<br />
+ "History of Western Civilization" by Hayes, Carlton Joseph Huntley, 909.09821 H3261 v.1, Barcode: 08030004 Fine: 3.50</p>
-<h3>Existing Notices & Slips</h3>
+<h4>Existing Notices & Slips</h4>
<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>
-
<ul>
<li>ACCTDETAILS
<ul>
<li>ACQCLAIM (Acquisition Claim)
<ul>
<li>Used in the claim acquisition module</li>
- <li><em>Get there:</em> More > Acquisitions > Late issues</li>
+ <li><em>Get there:</em> More > Acquisitions > Late issues</li>
+</ul>
+</li>
+ <li>CHECKIN
+<ul>
+ <li>This notice is sent as the 'Check in' notice for all items that are checked in</li>
+ <li>This notice is used if two criteria are met:
+<ol>
+ <li>The EnhancedMessagingPreferences is set to 'Allow'</li>
+ <li>The patron has requested to receive this notice
+<ul>
+ <li><em>Get there: </em>OPAC > Login > my messaging</li>
+ <li><em>Get there: </em>Staff Client > Patron Record > Notices</li>
+</ul>
+</li>
+</ol>
+</li>
+</ul>
+</li>
+ <li>CHECKOUT
+<ul>
+ <li>This notice is sent as the 'Check out' notice for all items that are checked out</li>
+ <li>This notice is used if two criteria are met:
+<ol>
+ <li>The EnhancedMessagingPreferences is set to 'Allow'</li>
+ <li>The patron has requested to receive this notice
+<ul>
+ <li><em>Get there: </em>OPAC > Login > my messaging</li>
+ <li><em>Get there: </em>Staff Client > Patron Record > Notices</li>
+</ul>
+</li>
+</ol>
+</li>
+</ul>
+</li>
+ <li>DUE
+<ul>
+ <li>This notice is sent as the 'Item due' for an item is due</li>
+ <li>This notice is used if two criteria are met:
+<ol>
+ <li>The EnhancedMessagingPreferences is set to 'Allow'</li>
+ <li>The patron has requested to receive this notice
+<ul>
+ <li><em>Get there: </em>OPAC > Login > my messaging</li>
+ <li><em>Get there: </em>Staff Client > Patron Record > Notices</li>
+</ul>
+</li>
+</ol>
+</li>
+</ul>
+</li>
+ <li>DUEDGST
+<ul>
+ <li>This notice is sent as the 'Item due' for all items that are due</li>
+ <li>This notice is used if two criteria are met:
+<ol>
+ <li>The EnhancedMessagingPreferences is set to 'Allow'</li>
+ <li>The patron has requested to receive this notice as a digest
+<ul>
+ <li><em>Get there: </em>OPAC > Login > my messaging</li>
+ <li><em>Get there: </em>Staff Client > Patron Record > Notices</li>
+</ul>
+</li>
+</ol>
+</li>
</ul>
</li>
<li>HOLD (Hold Available for Pickup)
<ul>
<li>This notice is used if two criteria are met:
<ol>
- <li>The EnhancedMessagingPreferences is set to 'Allow'</li>
+ <li>The EnhancedMessagingPreferences is set to 'Allow'</li>
<li>The patron has requested to receive this notice
<ul>
- <li><em>Get there: </em>OPAC > Login > my messaging</li>
- <li><em>Get there: </em>Staff Client > Patron Record > Notices</li>
+ <li><em>Get there: </em>OPAC > Login > my messaging</li>
+ <li><em>Get there: </em>Staff Client > Patron Record > Notices</li>
</ul>
</li>
</ol>
</li>
- <li>When this notice references the branches table it is referring to the pickup library information.</li>
+ <li>When this notice references the branches table it is referring to the pickup branch information.</li>
</ul>
</li>
<li>HOLDPLACED (a notice to the library staff that a hold has been placed)
<ul>
<li>This notice requires the emailLibrarianWhenHoldIsPlaced system preference to be set to 'Enable'</li>
- <li>When this notice references the branches table it is referring to the pickup library information.</li>
+ <li>When this notice references the branches table it is referring to the pickup branch information.</li>
</ul>
</li>
<li>ODUE (Overdue Notice)
<ul>
<li>This notice is used to send Overdue Notices to Patrons</li>
- <li>See a Sample Overdue Notice</li>
- <li>Requires that you set Overdue Notice/Status Triggers</li>
+ <li>Requires that you set Overdue Notice/Status Triggers</li>
+</ul>
+</li>
+ <li>PREDUE
+<ul>
+ <li>This notice is sent as the 'Advanced notice' for an item is due</li>
+ <li>This notice is used if two criteria are met:
+<ol>
+ <li>The EnhancedMessagingPreferences is set to 'Allow'</li>
+ <li>The patron has requested to receive this notice
+<ul>
+ <li><em>Get there: </em>OPAC > Login > my messaging</li>
+ <li><em>Get there: </em>Staff Client > Patron Record > Notices</li>
+</ul>
+</li>
+</ol>
+</li>
+</ul>
+</li>
+ <li>PREDUEDGST
+<ul>
+ <li>This notice is sent as the 'Advanced notice' for all items that are due</li>
+ <li>This notice is used if two criteria are met:
+<ol>
+ <li>The EnhancedMessagingPreferences is set to 'Allow'</li>
+ <li>The patron has requested to receive this notice as a digest
+<ul>
+ <li><em>Get there: </em>OPAC > Login > my messaging</li>
+ <li><em>Get there: </em>Staff Client > Patron Record > Notices</li>
+</ul>
+</li>
+</ol>
+</li>
+</ul>
+</li>
+ <li>RENEWAL
+<ul>
+ <li>This notice is sent as the 'Check out' notice for all items that are renewed</li>
+ <li>This notice is used if three criteria are met:
+<ol>
+ <li>The EnhancedMessagingPreferences is set to 'Allow'</li>
+ <li>The RenewalSendNotice preference is set to 'Send'</li>
+ <li>The patron has requested to receive the checkout notice
+<ul>
+ <li><em>Get there: </em>OPAC > Login > my messaging</li>
+ <li><em>Get there: </em>Staff Client > Patron Record > Notices</li>
+</ul>
+</li>
+</ol>
+</li>
</ul>
</li>
<li>RLIST (Routing List)
<ul>
<li>Used in the serials module to notify patrons/staff of new issues of a serial
<ul>
- <li><em>Get there:</em> More > Serials > New Subscription</li>
+ <li><em>Get there:</em> More > Serials > New Subscription</li>
</ul>
</li>
<li>You have the option to select the 'Routing List' notice when creating a new subscription (Choose from the 'Patron notification' drop down).</li>
- <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>
+ <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>
+</ul>
+</li>
+ <li>SHARE_ACCEPT
+<ul>
+ <li>Used to notify a patron when another patron has accepted their shared list.</li>
+ <li>Requires that you set OpacAllowSharingPrivateLists to 'Allow'</li>
+</ul>
+</li>
+ <li>SHARE_INVITE
+<ul>
+ <li>Used to notify a patron that another patron would like to share a list with them.</li>
+ <li>Requires that you set OpacAllowSharingPrivateLists to 'Allow'</li>
</ul>
</li>
</ul>
-<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.</p>
-
-<p>Here is what those slips are used for:</p>
+<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>
<ul>
- <li>ISSUEQSLIP
+ <li>ISSUEQSLIP
<ul>
- <li>Used to print the quick slip in circulation</li>
- <li>The quick slip only includes items that were checked out today</li>
+ <li>Used to print the quick slip in circulation</li>
+ <li>The quick slip only includes items that were checked out today</li>
</ul>
</li>
- <li>ISSUESLIP
+ <li>ISSUESLIP
<ul>
- <li>Used to print a full slip in circulation</li>
- <li>The slip or receipt will show items checked out today as well as items that are still checked out</li>
+ <li>Used to print a full slip in circulation</li>
+ <li>The slip or receipt will show items checked out today as well as items that are still checked out</li>
</ul>
</li>
- <li>RESERVESLIP
+ <li>RESERVESLIP
<ul>
- <li>Used to print a holds slip</li>
- <li>The holds slip is generated when a hold is confirmed</li>
+ <li>Used to print a holds slip</li>
+ <li>The holds slip is generated when a hold is confirmed</li>
</ul>
</li>
- <li>TRANSFERSLIP
+ <li>TRANSFERSLIP
<ul>
- <li>Used to print a transfer slip</li>
- <li>The transfer slip is printed when you confirm a transfer from one library to another in your system</li>
+ <li>Used to print a transfer slip</li>
+ <li>The transfer slip is printed when you confirm a transfer from one branch to another in your system</li>
</ul>
</li>
</ul>