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Circulation Preferences


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Letters

Tools > Preferences > Circulation > Letters tab

These preferences are used to customize and manage the messages that appear in the patron notices sent from your library; these includes overdue notices, recall messages, etc. Use the Letter Type section to select (highlight) the notice to edit.


Settings

Circulation Letter allows you to customize the default body text of Circulation Letters. The message is also included in circulation letters dispatched during daily chores. The default text reads:

The following items require your attention. Please contact the library as soon as possible.


In-Stock Hold allows you to customize the default text of in-stock hold notices. The default text reads:

An In-Stock item is being held for you. Please pick it up by the specified date or it will be returned to general circulation.


Recallallows you to customize the default body text of Recall notices for items that have been recalled. The default text reads:

The following item is required at the library. Please return it as quickly as possible.


Reservation Notice allows you to customize the default body text of Reservation notices. The default text reads:

Please note that you have a reservation on the following items. Reserved items should be picked up in the morning of the reservation start date and returned by the evening of the due date.


Overdue Suspension Notice is dispatched when the Days Suspended per Overdue Day Policies preference has been triggered. The default text reads:

Your library privileges have been suspended because the following item has been overdue.


Patron Suspension Notice is used to inform a patron that their account is suspended. The default text reads:

The library has suspended this account. Until the suspension is cleared, items cannot be checked out and holds and reservations cannot be placed. If you have any questions, please contact your library.


Account Access Information notice is used to provide patrons with account access information. It is also included when new account information is initially emailed. The default text reads:

Here is your barcode ID and Username for accessing the library catalog. This information is necessary for accessing your patron status details which includes a list of items you have checked out and their due dates, holds and reservations you have placed and their expiration dates, and any charges you owe the library. You will need this information to place holds or reservations if you are allowed to do so. You may change your username and password using the Alexandria Researcher application or using the Alexandria Web Catalog.


Email Signature notice is where you can set your email signature. Usually, this is the name, address, and phone number of the school library or institution. It is also included on patron notifications dispatched during Alexandria's daily chores. The default is blank.


Circulation Notice allows you to customize the default body text of Circulation Notices. The default text reads:

The following items require your attention. Please contact the library as soon as possible.


Circulation Notice Email Subject allows you to customize the default body text of Circulation Notice Email Subject notices. The default text reads:

Notice from your Library.


Refund Letter allows you to customize the default body text of Refund Letter notices. The default text reads:

You have been issued a refund with the following information.


Damage Letter allows you to customize the default body text of Damage Letter notices. The default text reads:

The following items have been damaged and appropriate fines charged.


Subscription Claim Letter allows you to customize the default body text of Subscription Claim letter. The default text reads:

Our library has yet to receive one or more issues of the indicated periodicals. Approximate dates for the missing issues are listed below. Please send us the missing issues in a timely manner.


Circulation Settings

Tools > Preferences > Circulation > Circulation Settings tab

These preference contain some general circulation settings. For those in a Centralized Catalog environment, the Interlibrary Loans settings configure the default time periods (in days) allowed for items “in transit” or “in-stock” before showing up in the In Transit to Current Site, Late in Arriving report.

Miscellaneous
  • Enable Automatic Email Notifications. Check this box if you want to email confirmations and notices automatically sent to patrons with valid email addresses when the following events occur: a hold is placed, a hold expires, an in-stock hold is available, an in-stock hold expires, item becomes overdue, a reservation is placed, a reservation is removed, and a recall is issued. To make this option available and to guarantee that your email notifications are being sent, you must have a valid Library Email Address (Sites Management), a valid patron email address (Patron Management), text in your Letters Preferences, and this Enable Automatic Email Notifications box checked.
  • Synchronize Third-Party Billing. Checking this box creates a SyncFolder inside the Alexandria Support folder. Every time a financial transaction event occurs in Alexandria (e.g. declaring an item lost, charging a patron an overdue/damage charge or fee, applying a payment, issuing a refund, or removing/editing a charge), the event will be logged and written to a ToPOS text file located within the SyncFolder. This folder is accessible to compatible third-party billing systems, allowing them to import (and even export in return) text files containing these detailed transaction records. For more information, read Third-Party Billing.




Interlibrary Loans
  • Disable In Transit Features. When this box is checked, In-Transit features are disabled (e.g. circulation commands “CH”, “IT”, “NT”, “NTD”, and System Patron 9); the only In-Transit related operation that can be performed is Bookdrop.
  • Average In Transit Period. Specify the average number of days that it takes for items to be delivered from one site to another. Once this time period has elapsed, if the item has not been received at the expecting library, it will appear in the In Transit to Current Site, Late in Arriving report. Default is 7.
  • In-Stock Hold Period. For items delivered to a site via the In Transit system patron; this preference sets the number of days that an item (or items) are placed on an In-Stock Hold after delivery. This preference overrides the Days to Keep an In-Stock Hold Request patron policy, however, it does not apply to items placed on In-Stock Hold for regular (i.e. non-system) patrons. Default is 7.