Getting Started
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options in communicating w/ patrons
Requirements
In order for email notifications to work, you need to make sure several things are set up in Alexandria:
Configure your
These can be accessed through Preferences > Setup > Email or /admin > Email.
Add an email to your
Make sure your patrons and operators have a
on their record so they can receive notifications and messages. Run a to see who still needs 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
- Multiple 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
Report Email Notifications
Some notices are set up and sent through
With these, you can:Send a notice once or
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 they can still be edited while setting everything up.
Report | Use | Circulation Letter Default |
---|---|---|
Alexandria and Textbook Tracker | ||
Give patrons their login credentials and other important library information | Account Access Information | |
Notify patrons whose accounts are expiring in the next 30 days | N/A | |
Send out a customizable email to a selection of patrons | N/A | |
Email Patron Details to selected patrons You can also email or print Patron Details from Circulation. | N/A | |
Overdue Items Notice | Notify patrons who have items that are overdue | Circulation Letter |
Alexandria Only | ||
Coming Due Items Notice | Let patrons know their items are due soon | Circulation Letter |
In-Stock Hold Notice | Notify patrons when an in-stock hold is ready for them to pick up | In-Stock Hold |
Lost Items Charge Notice | Notify patrons who have unpaid lost items charges | Circulation Letter |
Overdue Items and Unpaid Charges Notice | Notify patrons who have overdue items and/or unpaid charges | Circulation Letter |
Severely Overdue Items Notice | Notify patrons who have items that are severely overdue | Circulation Letter |
Unpaid Charges Notice | Notify patrons who have charges that haven't been paid yet | Circulation Letter |