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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.


Want more tips? 

Sign up for the emails!

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