Getting Started
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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!).
Once your email is set up, you can decide if you want to turn on the preference "Enable Automatic Email Notifications” (http://support.companioncorp.com/display/ALEX/Circulation+Settings). It currently sends quite a bit of automatic notices, which are all-or nothing (we’re hoping to offer more customization in the future). Then there are a bunch of email notice type reports (list a few examples, mention scheduling them), you can set up normal reports to email to you (especially nice when they are scheduled), and then our favorite of course is emailing Patron Details
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
what to set up in Alex
- Configure your Email Preferences. These can be accessed through Preferences > Setup > Email or /admin > Email.
- Add an email to 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 receive notifications and messages.
Use GG4L or Clever to manage patron information.
Automatic Email Notifications
Notification | Recipient | Trigger | Additional Preferences | Customizable Text |
---|---|---|---|---|
Holds | ||||
Queue Hold | Patron | Librarian places a hold on an unavailable item through Circulation Patron places a hold on an unavailable item through Researcher | No | |
On-Shelf Hold | Librarian | Patron places a hold on an available item through Researcher ('Email Librarian when an On-Shelf Hold is placed through Researcher' preference must also be turned on) This is being sent to the librarian immediately when the preference to 'Enable Automatic Email Notifications' is enabled along with the preference to 'Email Librarian when an On-Shelf Hold is placed through Researcher' and a patron places a hold on an available item through researcher. | No | |
In-Stock Hold | Patron | Librarian bookdrops an on-shelf hold or hold queue item through Circulation, making it in-stock | Yes (In-Stock Hold) | |
Expired Queue Hold | Patron | Expired pending hold is automatically removed during daily maintenance | When holds expire is controlled by the Days to Keep a Hold Request preference in Patron Policies | No |
Reservations | ||||
Reservation Placed | Patron Librarian | Librarian places a reservation through Circulation Patron places a reservation through Researcher | Notice is being sent to the librarian at the site that owns the reserved copy when the Notify Librarian on New Reservation Circulation preference is enabled | Yes (Reservation Notice and Reservation Placed (Advanced Bookings prefs - patron notice) |
Holds
- Queue Hold - Librarian.
Report Email Notifications
customize letter text
list of notifications patrons get