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Patron notices - Patron notice policies

Created by Thomas I. Trutt, last modified on Jun 17, 2024

Table of Contents

Patron notice policy name

BD_ILL Patron Group pkg

Active

YES

Description

BD/ILL Patron Group pkg (CU loans to other univ's)

Loan notices - sent to borrower

Notice 1

Template	Format	Triggering event
Standard Overdue Notice	Email	Due date
Send
After	1	Days
Frequency
One time
Send overnight with multiple loans/items by patron. Useful for long-term loans.

Notice 2

Template	Format	Triggering event
Standard Overdue Notice	Email	Due date
Send
Before	10	Days
Frequency
One time
Send overnight with multiple loans/items by patron. Useful for long-term loans.

Notice 3

Template	Format	Triggering event
General Collection Final Overdue Notice	Email	Due date
Send
After	20	Days
Frequency
One time
Send overnight with multiple loans/items by patron. Useful for long-term loans.

Notice 4

Template	Format	Triggering event
General Collection Fine Notice	Email	Due date
Send
After	28	Days
Frequency
One time
Send overnight with multiple loans/items by patron. Useful for long-term loans.

Notice 5

Template	Format	Triggering event
Recall Notice	Email	Item recalled
Send
undefined
Frequency
undefined
Send overnight with multiple loans/items by patron. Useful for long-term loans.

Request notices - sent to requestor

Fee/fine notices

Patron notice policy name

Standard notice package

Active

YES

Description

This is our standard template package, for regular loan types and patron types.

Loan notices - sent to borrower

Notice 1

Template	Format	Triggering event
Standard Courtesy Notice	Email	Due date
Send
Before	5	Days
Frequency
One time
Send overnight with multiple loans/items by patron. Useful for long-term loans.

Notice 2

Template	Format	Triggering event
Standard Overdue Notice	Email	Due date
Send
After	1	Days
Frequency
One time
Send overnight with multiple loans/items by patron. Useful for long-term loans.

Notice 3

Template	Format	Triggering event
Standard Overdue Notice	Email	Due date
Send
After	10	Days
Frequency
One time
Send overnight with multiple loans/items by patron. Useful for long-term loans.

Notice 4

Template	Format	Triggering event
General Collection Final Overdue Notice	Email	Due date
Send
After	20	Days
Frequency
One time
Send overnight with multiple loans/items by patron. Useful for long-term loans.

Notice 5

Template	Format	Triggering event
General Collection Fine Notice	Email	Due date
Send
After	28	Days
Frequency
One time
Send overnight with multiple loans/items by patron. Useful for long-term loans.

Notice 6

Template	Format	Triggering event
Recall Notice	Email	Item recalled
Send
undefined
Frequency
undefined
Send overnight with multiple loans/items by patron. Useful for long-term loans.

Request notices - sent to requestor

Notice 1

Template	Format	Triggering event
Item Available Notice	Email	Available
Send
undefined
Frequency
undefined
Send overnight with multiple loans/items by patron. Useful for long-term loans.

Notice 2

Template	Format	Triggering event
Item Available Reminder Notice	Email	Hold expiration
Send
Before	2	Days
Frequency
One time
Always sent when event is triggered.

Notice 3

Template	Format	Triggering event
Request Cancellation Notice	Email	Request cancellation
Send
undefined
Frequency
undefined
Send overnight with multiple loans/items by patron. Useful for long-term loans.

Fee/fine notices

Patron notice policy name

SPEC card notices

Active

YES

Description

The notices set for Library SPEC cards

Loan notices - sent to borrower

Notice 1

Template	Format	Triggering event
Standard Overdue Notice	Email	Due date
Send
After	1	Days
Frequency
One time
Send overnight with multiple loans/items by patron. Useful for long-term loans.

Notice 2

Template	Format	Triggering event
Standard Overdue Notice	Email	Due date
Send
After	10	Days
Frequency
Recurring
Send overnight with multiple loans/items by patron. Useful for long-term loans.

Notice 3

Template	Format	Triggering event
Recall Notice	Email	Item recalled
Send
undefined
Frequency
undefined
Send overnight with multiple loans/items by patron. Useful for long-term loans.

Notice 4

Template	Format	Triggering event
General Collection Final Overdue Notice	Email	Due date
Send
After	20	Days
Frequency
One time
Send overnight with multiple loans/items by patron. Useful for long-term loans.

Request notices - sent to requestor

Notice 1

Template	Format	Triggering event
Item Available Notice	Email	Available
Send
undefined
Frequency
undefined
Send overnight with multiple loans/items by patron. Useful for long-term loans.

Notice 2

Template	Format	Triggering event
Request Cancellation Notice	Email	Request cancellation
Send
undefined
Frequency
undefined
Send overnight with multiple loans/items by patron. Useful for long-term loans.

Notice 3

Template	Format	Triggering event
Item Available Reminder Notice	Email	Hold expiration
Send
Before	2	Days
Frequency
One time
Always sent when event is triggered.

Fee/fine notices

Patron notice policy name

BD_ILL Service Point Pkg

Active

YES

Description

BD/ILL Service Point Pkg (items borrowed from other univ's)

Loan notices - sent to borrower

Notice 1

Template	Format	Triggering event
Standard Courtesy Notice	Email	Due date
Send
Before	5	Days
Frequency
One time
Send overnight with multiple loans/items by patron. Useful for long-term loans.

Notice 2

Template	Format	Triggering event
Standard Overdue Notice	Email	Due date
Send
After	1	Days
Frequency
One time
Send overnight with multiple loans/items by patron. Useful for long-term loans.

Notice 3

Template	Format	Triggering event
Standard Overdue Notice	Email	Due date
Send
After	10	Days
Frequency
One time
Send overnight with multiple loans/items by patron. Useful for long-term loans.

Notice 4

Template	Format	Triggering event
General Collection Final Overdue Notice	Email	Due date
Send
After	20	Days
Frequency
One time
Send overnight with multiple loans/items by patron. Useful for long-term loans.

Notice 5

Template	Format	Triggering event
General Collection Fine Notice	Email	Due date
Send
After	28	Days
Frequency
One time
Send overnight with multiple loans/items by patron. Useful for long-term loans.

Notice 6

Template	Format	Triggering event
Recall Notice	Email	Item recalled
Send
undefined
Frequency
undefined
Send overnight with multiple loans/items by patron. Useful for long-term loans.

Request notices - sent to requestor

Notice 1

Template	Format	Triggering event
Item Available Notice	Email	Available
Send
undefined
Frequency
undefined
Send overnight with multiple loans/items by patron. Useful for long-term loans.

Notice 2

Template	Format	Triggering event
Item Available Reminder Notice	Email	Hold expiration
Send
Before	2	Days
Frequency
One time
Always sent when event is triggered.

Notice 3

Template	Format	Triggering event
Request Cancellation Notice	Email	Request cancellation
Send
undefined
Frequency
undefined
Send overnight with multiple loans/items by patron. Useful for long-term loans.

Fee/fine notices

Patron notice policy name

Hourly loan Notices - Faculty and Staff

Active

YES

Description

Notice policies for hourly loans, primary reserves and equipment.

Loan notices - sent to borrower

Notice 1

Template	Format	Triggering event
Hourly Courtesy Notice	Email	Due date
Send
Before	30	Minutes
Frequency
One time
Always sent when event is triggered.

Notice 2

Template	Format	Triggering event
Hourly Overdue Notice	Email	Due date
Send
After	30	Minutes
Frequency
One time
Always sent when event is triggered.

Notice 3

Template	Format	Triggering event
Hourly Overdue Notice	Email	Due date
Send
After	1	Days
Frequency
One time
Always sent when event is triggered.

Notice 4

Template	Format	Triggering event
Hourly Overdue Notice	Email	Due date
Send
After	4	Days
Frequency
One time
Always sent when event is triggered.

Notice 5

Template	Format	Triggering event
Hourly Overdue Notice	Email	Due date
Send
After	4	Hours
Frequency
One time
Always sent when event is triggered.

Notice 6

Template	Format	Triggering event
Hourly Overdue Notice	Email	Due date
Send
After	10	Hours
Frequency
One time
Always sent when event is triggered.

Notice 7

Template	Format	Triggering event
Hourly Overdue Notice - Final Notice	Email	Due date
Send
After	36	Hours
Frequency
One time
Always sent when event is triggered.

Request notices - sent to requestor

Fee/fine notices

Notice 1

Template	Format	Triggering event
Hourly Lost Fee/Fine Notice - Repeating	Email	Aged to lost - fine charged
Send
Upon At
Frequency
undefined
Always sent when event is triggered.

Notice 2

Template	Format	Triggering event
Hourly Lost Fee/Fine Notice - Repeating	Email	Aged to lost - fine charged
Send
After	1	Days
Frequency
One time
Always sent when event is triggered.

Notice 3

Template	Format	Triggering event
Hourly Lost Fee/Fine Notice - Repeating	Email	Aged to lost - fine charged
Send
After	2	Days
Frequency
One time
Always sent when event is triggered.

Notice 4

Template	Format	Triggering event
Hourly Lost Fee/Fine Notice - Repeating	Email	Aged to lost - fine charged
Send
After	3	Days
Frequency
One time
Always sent when event is triggered.

Notice 5

Template	Format	Triggering event
Hourly Lost Fee/Fine Notice - Repeating	Email	Aged to lost - fine charged
Send
After	4	Days
Frequency
One time
Always sent when event is triggered.

Notice 6

Template	Format	Triggering event
Hourly Lost Fee/Fine Notice - Repeating	Email	Aged to lost - fine charged
Send
After	5	Days
Frequency
One time
Always sent when event is triggered.

Notice 7

Template	Format	Triggering event
Hourly Lost Fee/Fine Notice - Repeating	Email	Aged to lost - fine charged
Send
After	6	Days
Frequency
One time
Always sent when event is triggered.

Notice 8

Template	Format	Triggering event
Hourly Lost Fee/Fine Notice - Repeating	Email	Aged to lost - fine charged
Send
After	7	Days
Frequency
One time
Always sent when event is triggered.

Notice 9

Template	Format	Triggering event
Hourly Lost Fee/Fine Notice - Repeating	Email	Aged to lost - fine charged
Send
After	8	Days
Frequency
One time
Always sent when event is triggered.

Notice 10

Template	Format	Triggering event
Hourly Lost Fee/Fine Notice - Final (Faculty and staff)	Email	Aged to lost - fine charged
Send
After	9	Days
Frequency
One time
Always sent when event is triggered.

Patron notice policy name

Hourly loan Notices - Grad and Undergrad

Active

YES

Description

Notice policies for hourly loans, primary reserves and equipment.

Loan notices - sent to borrower

Notice 1

Template	Format	Triggering event
Hourly Courtesy Notice	Email	Due date
Send
Before	30	Minutes
Frequency
One time
Always sent when event is triggered.

Notice 2

Template	Format	Triggering event
Hourly Overdue Notice	Email	Due date
Send
After	30	Minutes
Frequency
One time
Always sent when event is triggered.

Notice 3

Template	Format	Triggering event
Hourly Overdue Notice	Email	Due date
Send
After	1	Days
Frequency
One time
Always sent when event is triggered.

Notice 4

Template	Format	Triggering event
Hourly Overdue Notice	Email	Due date
Send
After	4	Days
Frequency
One time
Always sent when event is triggered.

Notice 5

Template	Format	Triggering event
Hourly Overdue Notice	Email	Due date
Send
After	4	Hours
Frequency
One time
Always sent when event is triggered.

Notice 6

Template	Format	Triggering event
Hourly Overdue Notice	Email	Due date
Send
After	10	Hours
Frequency
One time
Always sent when event is triggered.

Notice 7

Template	Format	Triggering event
Hourly Overdue Notice - Final Notice	Email	Due date
Send
After	36	Hours
Frequency
One time
Always sent when event is triggered.

Request notices - sent to requestor

Fee/fine notices

Notice 1

Template	Format	Triggering event
Hourly Lost Fee/Fine Notice - Repeating	Email	Aged to lost - fine charged
Send
Upon At
Frequency
undefined
Always sent when event is triggered.

Notice 2

Template	Format	Triggering event
Hourly Lost Fee/Fine Notice - Repeating	Email	Aged to lost - fine charged
Send
After	1	Days
Frequency
One time
Always sent when event is triggered.

Notice 3

Template	Format	Triggering event
Hourly Lost Fee/Fine Notice - Repeating	Email	Aged to lost - fine charged
Send
After	2	Days
Frequency
One time
Always sent when event is triggered.

Notice 4

Template	Format	Triggering event
Hourly Lost Fee/Fine Notice - Repeating	Email	Aged to lost - fine charged
Send
After	3	Days
Frequency
One time
Always sent when event is triggered.

Notice 5

Template	Format	Triggering event
Hourly Lost Fee/Fine Notice - Repeating	Email	Aged to lost - fine charged
Send
After	4	Days
Frequency
One time
Always sent when event is triggered.

Notice 6

Template	Format	Triggering event
Hourly Lost Fee/Fine Notice - Repeating	Email	Aged to lost - fine charged
Send
After	5	Days
Frequency
One time
Always sent when event is triggered.

Notice 7

Template	Format	Triggering event
Hourly Lost Fee/Fine Notice - Repeating	Email	Aged to lost - fine charged
Send
After	6	Days
Frequency
One time
Always sent when event is triggered.

Notice 8

Template	Format	Triggering event
Hourly Lost Fee/Fine Notice - Repeating	Email	Aged to lost - fine charged
Send
After	7	Days
Frequency
One time
Always sent when event is triggered.

Notice 9

Template	Format	Triggering event
Hourly Lost Fee/Fine Notice - Repeating	Email	Aged to lost - fine charged
Send
After	8	Days
Frequency
One time
Always sent when event is triggered.

Notice 10

Template	Format	Triggering event
Hourly Lost Fee/Fine Notice - Final (Grad and Undergrad)	Email	Aged to lost - fine charged
Send
After	9	Days
Frequency
One time
Always sent when event is triggered.

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