Just got email? Here's what you can do!!

basically, go over all the options they have for communicating with their patrons using email

specify to set up email must have Admin > Email configured, the from/reply email will be the site address in Sites, and of course patrons must have emails in their record (use one of our SIS syncing services!).

Letter text customizable...

…And I’m sure our Support Team can go into a lot more details if you need any help at all configuring the email in Alexandria.

(also see Using Automatic Email Notifications)

options in communicating w/ patrons

Communicating with everyone is essential when running a busy library, and email is usually the easiest route! Whether it's notifying patrons about holds that are ready to be picked up or letting a librarian know about upcoming reservations, Alexandria and Textbook Tracker offer a variety of notices.

There are two different kinds of email notices: those that are automatic and those that can be set up in Reports. Depending on your library's needs, you can use one or both. 

Requirements

In order for any email notice to work, you need to make sure several things are set up:

what to set up in Alex

• Configure your Email Preferences.

  Configure your Email Preferences. 

  These can be accessed through Preferences > Setup > Email or /admin > Email.

• Add an email to

  your

  your site record. 

• Make sure

  at least one operator has a Primary Email on their record.?Patrons must have a Primary Email on their record to

  your patrons and operators have a Primary Email on their record so they can receive notifications and messages. Run a Patrons with No Email report to see who still needs to have an email added.

Automatic Email Notices

Some notices go out automatically when certain events happen in Alexandria or Textbook Tracker. Here are a few things to note about these:

• In order for patrons and librarians to get these notices, you must have Enable Automatic Email Notifications turned on in Circulation Preferences.

• Several notifications also require additional preferences to be set. 

• Some notice text can be customized and some can't. Those that can be customized are managed in Circulation Letters or Advanced Bookings Notices.

  
  

Patron

Holds

• Queue Hold - Librarian.

Report Email Notifications

customize letter text

Report Email Notices

Some notices are set up and sent through Reports. With these, you can:

• Send a notice once or save and schedule it to go out on a regular basis.

• Use selections to be more specific about which patrons get a notice.

• Customize the notice text. Some notices have default text that's determined by Circulation Letters, but it can still be edited while setting everything up.