Tip for: 09.22.14
Have you been thinking about setting up Automatic Email Notifications? Seize the moment!
There are 4 simple steps to setting up email notifications that will sent automatically when a hold is placed, is available, or expires; when a reservation is placed or removed; when something is overdue; and when an item has been recalled.
To set up your email*:
- From Edit in the menu bar, or under Tools in web librarian, open Administration.
- Click on Email.
- Enter the Server Address.
- *You may need help from your IT person to set up and test the email server.
- Click on Save.
- From Tools, open Site Management.
- Fill in the Email field with the email address for your library.
- Click on Save.
To turn on email notifications:
- From Edit in the Menu bar, or under Tools in web librarian, open Preferences.
- Go to Circulation in the Management category.
- Click on the Circulation Settings tab.
- Check the box Enable Automatic Email Notifications.
- Click on Save.
To customize email notification letter text:
- From Edit in the Menu bar, or under Tools in web librarian, open Preferences.
- Go to Circulation in the Management category.
- Click on the Letters tab.
- Make your changes, then click on Save.
For any of this to work, your patrons must have valid email addresses in their patron records.
To add patron emails:
- Open Patron Management.
- Go to the Contact Info tab, or the Personal Info tab in web librarian.
- Enter addresses in the Email field.
Or patrons can add their own emails:
- Open Researcher.
- Log in.
- Click your name.
- Click on Change Contact Info.
- Enter your password and click Continue.
- Enter your Email Address.
- Click on Save.
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