Circulation Notices Reports

Content Layer

id	1668245392

Content Column

tabbed-blocks	expanders
id	1668245423

Content Block

not-tabbed	true
id	1668245408

Circulation Notices Reports

_{Image RemovedImage AddedTools > Reports > Circulation > Notices}

Note
Circulation Groups have been temporarily restored but will be moving to Textbook Tracker only soon.

Tip
Learn more about setting up email notices for patrons and librarians.

Content Block

name	Coming Due Items Notice
id	1668245376

Purpose

The

Coming Due Items Notice

Generates report generates notices for patrons letting them know that their items are due soon. Specify the due date range on the Selections tab.Take a look at the report examples below to see how much information is included in each format (with default options)using the Patrons with Items Due selection.

Expand

title	More information

Use(s)

Librarians and teachers can run this report to get notices for students in a particular group or class who have items due soon. Consider creating some Saved Reports that automatically send out this report:

Set up some Saved Reports that periodically email these notices to staff for them to distribute in person or through mail. There are notice formats for students or parents.

Set up a Saved Report that emails students and/or parents directly when they have items due soon.

Selections

Image Modified

Options

Multiexcerpt include

SpaceWithExcerpt	ALIB
MultiExcerptName	Coming Due Items Notice Options
PageWithExcerpt	ALIB:Alex S Reports

Patrons with Items Due: Enter a relative date or date range.

Note
This report now includes a Title selection.

Options

Image Added

Example Reports

These examples use the default options for each format.

Example Reports

View file

name	Coming Due Items Notice

Report (2 Per Page)

page
2 per page.pdf

Example Reports (PDFs)

Alex Documents
space	ALIB
height	250

2 Per Page format

View file

name	Coming Due Items Notice

Research (4 Per Page)

page
4 per page.pdf

Example Reports (PDFs)

Alex Documents
space	ALIB
height	250

4 Per Page format

View file

name	Coming Due Items Notice

Report (

Letters

)

page
.pdf

Example Reports (PDFs)

Alex Documents
space	ALIB
height	250

Letters format

Image Added

Email format (example of an email sent to a patron)

View file

name	Coming Due Items Notice

Report (Letters to Parents

mailing labels 3 across.pdf
page	Alex Documents
space	ALIB
height	250

Mailing Labels 3 Across format

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Content Block

name	Damaged Items Notice
id	1668262123

Damaged Items Notice

Generates parent notice slips and/or mailing labels for patrons with damaged item fees

Expand

title	More information

All patrons who have an unpaid damage charge from discarded or damage coded (DL) items will be included in this report.

Use(s)

Librarians and teachers can run this report to get notices for students in a particular group or class who have unpaid damaged item fees. These notices can be mailed or handed out in person to students or parents. Consider creating Saved Reports that automatically email these notices to staff periodically for them to distribute.

Selections

Image Added

Note
This report now includes a Title selection.

Options

Image Added

Example Reports

View file

name	Damaged Items Notice (letter).pdf
page	Example Reports (PDFs)
space	ALIB
height	250

Letters to Parents

Letter format

View file

name

Coming Due

Damaged Items Notice

Report

(

Letters with Summary

mailing labels).pdf
page	Example Reports (PDFs)
space	ALIB
height	250

Letters with Summary

Mailing Labels 3 Across format

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Content Block

name	In-Stock Hold Notice
id	1668274279

In-Stock Hold Notice

Generates notices for patrons letting them know that an in-stock hold is ready for them to pick up

Expand

title	More information

In-stock holds are generally holds that have been checked in by the previous patron and are being held separate from the general collection for the next patron.

Use(s)

Librarians and teachers can run this report to get notices for students in a particular group or class who have in-stock holds. Consider creating some saved reports that automatically send out this report:

Set up some saved reports that periodically email these notices to staff for them to distribute in person or through mail. There are notice formats for students or parents.

Set up a saved report that emails students or parents directly when in-stock holds are ready.

Set up a saved report that automatically notifies patrons as their in-stock holds become available. Do this by using a relative date with the In-Stock Hold Available selection (this day, last day, etc).

Selections

Image Added

In-Stock Hold Expiration Date: Send out notices about in-stock holds that will be expiring soon.

In-Stock Hold Available: Send out notices based on when holds become in-stock.

Options

Image Added

Example Reports

View file

name

Coming Due Items

In-Stock Hold Notice Report (

Self Mailer

Standard).pdf
page	Example Reports (PDFs)
space	ALIB
height	250

Self Mailer

Standard format

View file

name

Coming Due Items

In-Stock Hold Notice Report (

Email

4 Per Page).pdf
page	Example Reports (PDFs)
space	ALIB
height	250

Email

4 Per Page format

View file

name

Coming Due Items

In-Stock Hold Notice Report (

Mailing Labels 3 Across

mailing labels).pdf
page	Example Reports (PDFs)
space	ALIB
height	250

Mailing Labels 3 Across format

Image Added

Email format (example of an email sent to a patron)

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Letter

Content Block

name	Damaged Loaned Items Notice
id	1668262123		2110686369

Loaned Items Notice

^{Image Added Textbook Tracker}

Notices (letters or emails) to inform patrons of items they currently have checked out.

Expand

title	More information

Use(s)

For remote checkouts through Researcher

Patrons place items on hold through Researcher.
Librarians run the hold reports, gather the items, and check them out to the patron.
Items get put into bags for curbside pickup.
Librarians run the Loaned Items Notice report, selecting by date range of checkout, and notifying patrons their items are ready for pickup.

Receipt substitute

Facility runs the report for patrons who checked out items today and delivers printed letters to each patron.

Textbook Tracker

Because textbooks don't often have due dates (return at end of term etc), this report can provide a list of textbooks the students have checked out. The list could be compared to a course schedule, to ensure the student has all the materials they need.

Purpose

The Damaged Items Notice report generates parent notice slips and/or mailing labels for patrons with damaged item fees. All patrons with items checked in via Discard Mode (Damaged or Custom Reason) with an unpaid discarded charge will be included in this report.

Selections

Image Modified

Options

Image Modified

Example Reports

View file

name	Loaned Items Notice (cover photos).pdf
height	250

View file

name

Damaged

Loaned Items Notice

Report

(

Letter

no cover photos).pdf

page

Example Reports (PDFs)

space

ALIB

height

250


height	250

With cover photos Without cover photos

Content Block

name	Needed for Reservation Notice
id	1668300450

Needed for Reservation Notice

Generates a list of patrons with items due in the near future that are needed for reservations

Expand

title	More information

Use(s)

Librarians or teachers can run this report to get a list of patrons who may need a reminder to return their items on time so they can fill reservations.

Selections

Image Added

Note
This report now includes a Title selection.

Options

Image Added

Example Report

View file

name

Damaged Items Notice Report (Mailing Labels 3 Across)

Needed for Reservation Notice.pdf
page	Example Reports (PDFs)
space	ALIB
height	250

Mailing Labels 3 Across

Back to Top

Content Block

name	In-Stock Hold Overdue Items and Unpaid Charges Notice
id	1668274279		1668345529

Overdue Items or Unpaid Charges Notice

Generates notices for patrons with overdue items and/or unpaid charges

Purpose

The In-Stock Hold Notice report generates notices for patrons letting them know that an in-stock hold is ready for them to pick up. In-stock holds are generally holds that have been checked in by the previous patron and are being held separate from the general collection.

Selections

Multiexcerpt include

SpaceWithExcerpt	ALIB
MultiExcerptName	In-Stock Hold Notice Selections
PageWithExcerpt	ALIB:Alex S Reports

Options

Image Removed

Expand

title	More information

Charges include the end result of overdue fines, lost or damaged fees, and manually-charged amounts. Overdue fines continuously accumulate until items are returned. Once the item is returned, the fine becomes a charge.

Use(s)

Librarians and teachers can run this report to get notices for students in a particular group or class who have overdue items and/or unpaid charges. Consider creating some Saved Reports that automatically send out this report:

Set up some Saved Reports that periodically email these notices to staff for them to distribute in person or through mail. There are notice formats for students or parents.

Set up a Saved Report that emails students or parents directly when they have overdue items and/or unpaid charges.

Selections

Image Added

Fine or Charge Balance: Enter the fine/charge range for which you want to send out notices. Note that this selection looks at individual charges rather than a patron's total balance. This means that someone with three 50¢ charges that total $1.50 won't receive a notice since each charge is under the $1.00 (if you set $1.00 as the minimum amount). Also, overdue items with fines not included in the selected amount won't be included in notices.

Options

Image Added

With the Email format, you can choose whether to send the notice to only Primary Emails or all emails on selected patrons' records. This allows you to notify both patrons and parents/guardians if necessary.

Example Reports

View file

name

In-Stock Hold Notice Report (Standard

Overdue Items or Unpaid Charges Notice (2 per page).pdf
page	Example Reports (PDFs)
space	ALIB
height	250

Standard

2 Per Page format

View file

name

In-Stock Hold Notice Report (4 Per Page

Overdue Items or Unpaid Charges Notice (4 per page).pdf
page	Example Reports (PDFs)
space	ALIB
height	250

4 Per Page format

View file

name

In-Stock Hold Notice Report (Email

Overdue Items or Unpaid Charges Notice (letters).pdf
page	Example Reports (PDFs)
space	ALIB
height	250

Letters format

Image Added

Email format (example of an email sent to a patron)

View file

name

In-Stock Hold Notice Report (Mailing Labels 3 Across

Overdue Items or Unpaid Charges Notice (mailing labels).pdf
page	Example Reports (PDFs)
space	ALIB
height	250

Mailing Labels 3 Across format

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Content Block

name	Lost Overdue Items Charge Notice
id	1668287387	1668364488

Overdue Items Notice

^{Image Added Textbook Tracker}

Generates notices

Purpose

The Lost Items Charge Notice report generates notice slips for patrons with unpaid lost items charges. All patrons with items that are overdue

Expand

title	More information

Overdue fine amounts, which become charges when the items are checked in, are shown as well.

Use(s)

Librarians and teachers can run this report to get notices for students in a particular group or class who have overdue items. Consider creating some Saved Reports that automatically send out this report:

Set up some Saved Reports that periodically email these notices to staff for them to distribute in person or through mail. There are notice formats for students or parents.

Set up a Saved Report that emails students or parents directly when they have overdue items.

Selections

Image Modified

Options

Multiexcerpt include

SpaceWithExcerpt	ALIB
MultiExcerptName	Coming Due Items Notice Options
PageWithExcerpt	ALIB:Alex S Reports

Example Reports

Image Added
With the Email format, you can choose whether to send the notice to only Primary Emails or all emails on selected patrons' records. This allows you to notify both patrons and parents/guardians if necessary.

Example Reports

View file

name	Overdue Items Notice (2 per page).pdf
page	Example Reports (PDFs)
space	ALIB
height	250

2 Per Page format

View file

name	Overdue Items Notice (4 per page).pdf
page	Example Reports (PDFs)
space	ALIB
height	250

4 Per Page format

View file

name	Overdue Items Notice (Letters with cover art).pdf
page	Example Reports (PDFs)
space	ALIB
height	250

Letters format

Image Added

Email format (example of an email sent to a patron)

View file

name	Overdue Items Notice (mailing labels).pdf
page	Example Reports (PDFs)
space	ALIB
height	250

Mailing Labels 3 Across format

Back to Top

Content Block

name	Needed for Reservation Unpaid Charges Notice
id	16683004501668400641

Purpose

Selections

Options

Multiexcerpt include

SpaceWithExcerpt	ALIB
MultiExcerptName	Charges and Overdue Fines - Charges Only Options
PageWithExcerpt	ALIB:Alex S Reports

Report Example

Content Block

name	Overdue Items and Unpaid Charges Notice
id	1668345529

Content Block

name	Overdue Items Notice
id	1668364488

Content Block

name	Severely Overdue Items Notice
id	1668378486

Unpaid Charges Notice

Generates notices for patrons with charges, fines, and/or fees that haven't been paid yet

^{Image Added Textbook Tracker}

Expand

title	More information

Charges include the end result of overdue fines, lost or damaged fees, and manually-charged amounts. Overdue fines accumulate until the item is returned.

Use(s)

Librarians and teachers can run this report to get notices for students in a particular group or class who have unpaid charges. Consider creating some Saved Reports that automatically send out this report:

Set up some Saved Reports that periodically email these notices to staff for them to distribute in person or through mail. There are notice formats for students or parents.

Set up a Saved Report that emails students or parents directly when they have unpaid charges.

Selections

Image Added

Options

Image Added

With the Email format, you can choose whether to send the notice to only Primary Emails or all emails on selected patrons' records. This allows you to notify both patrons and parents/guardians if necessary.

Note
Other Charges/ Fees includes lost and overdue charges, as well as things like damage/discarded fees.

Example Reports

View file

name	Unpaid Charges Notice (2 per page).pdf
page	Example Reports (PDFs)
space	ALIB
height	250

2 Per Page format

View file

name	Unpaid Charges Notice (4 per page).pdf
page	Example Reports (PDFs)
space	ALIB
height	250

4 Per Page format

View file

name	Unpaid Charges Notice (letters).pdf
page	Example Reports (PDFs)
space	ALIB
height	250

Letters format

Image Added

Email format (example of an email sent to a patron)

View file

name	Unpaid Charges Notice (mailing labels).pdf
page	Example Reports (PDFs)
space	ALIB
height	250

Mailing Labels 3 Across format

Back to Top

Content Block

name	Unpaid Charges Notice
id	1668400641

Purpose

Selections

Options

Multiexcerpt include

SpaceWithExcerpt	ALIB
MultiExcerptName	Coming Due Items Notice Options
PageWithExcerpt	ALIB:Alex S Reports

Report Examples

Space shortcuts

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Versions Compared

Key

Circulation Notices Reports

Purpose

Coming Due Items Notice

Use(s)

Selections

Image Modified

Options

Options

Example Reports

Damaged Items Notice

Use(s)

Selections

Options

Image Added

Example Reports

In-Stock Hold Notice

Use(s)

Selections

Options

Image Added

Example Reports

Loaned Items Notice

Use(s)

Purpose

Selections

Image Modified

Options

Needed for Reservation Notice

Use(s)

Selections

Image Added

Options

Example Report

Overdue Items or Unpaid Charges Notice

Purpose

Selections

Options

Use(s)

Selections

Options

Example Reports

Overdue Items Notice

Purpose

Use(s)

Selections

Options

Example Reports

Image AddedWith the Email format, you can choose whether to send the notice to only Primary Emails or all emails on selected patrons' records. This allows you to notify both patrons and parents/guardians if necessary.

Example Reports

Purpose

Selections

Options

Report Example

Unpaid Charges Notice

Use(s)

Selections

Image Added

Options

Example Reports

Purpose

Selections

Options

© 2023 COMPanion® Corporation | All Rights Reserved | Terms of Service & Privacy Policy

Image Added
With the Email format, you can choose whether to send the notice to only Primary Emails or all emails on selected patrons' records. This allows you to notify both patrons and parents/guardians if necessary.