[% INCLUDE 'help-top.inc' %]
Notices & slips
All notices and circulation receipts (or slips) generated by Koha can be customized using the Notices & Slips Tool. The system comes with several predefined templates that will appear when you first visit this tool.
Each notice can be edited, but only a few can be deleted, this is to prevent system errors should a message try to send without a template. Each notice and slip can be edited on a per library basis, by default you will see the notices for all libraries.
If you have a style you'd like applied to all slips you can point the SlipCSS preference to a stylesheet. The same is true for notices, using the NoticeCSS preference to define a stylesheet.
Adding Notices & Slips
To add a new notice or slip
- Click 'New Notice'
- Choose which library this notice or slip is for
- Choose the module this notice is related to
- The Code is limited to 20 characters
- Important: When working with the overdue notices you want each notice at each branch to have a unique code. Think about using the branch code in front of the notice code for each branch.
- Use the name field to expand on your Code
- Tip: With overdue notices, be sure to put your branch name in the description as well so that it will be visible when setting up your triggers.
- Next you can customize the notice for every possible delivery method
- Every notice should have an Email template set for it
- If you're using the TalkingTechItivaPhoneNotification service you can set up a Phone notification
- If you plan on printing this notice you can set the Print template next
- If you have enabled SMS notices with the SMSSendDriver preference you can set the text for your SMS notices next
- Each notice offers you the same options
- If you plan on writing the notice or slip in HTML check the 'HTML Message' box, otherwise the content will be generated as plain text
- Message Subject is what will appear in the subject line of the email
- In the message body feel free to type whatever message you feel is best, use the fields on the left hand side to enter individualized data from the from database.
- Important: Overdue notices can use <<items.content>> tags by themselves, or use <item></item> to span all of the tags.
- On overdue notices make sure to use <<items.content>> tags to print out the data related to all items that are overdue.
- The other option, only for overdue notices, is to use the <item></item> tags to span the line so that it will print out multiple lines. One example for the <item></item> tag option is:<item>"<<biblio.title>>" by
<<biblio.author>>, <<items.itemcallnumber>>,
Barcode: <<items.barcode>> , Checkout date:
<<issues.issuedate>>, Due date:
<<issues.date_due>> Fine: <<items.fine>> Due date:
<<issues.date_due>> </item>
- Important: Only the overdue notices take advantage of the <item></item> tags, all other notices referencing items need to use <<items.content>>
- Tip: To add today's date you can use the <<today>> syntax
Overdue Notice Markup
When creating your overdue notices there are two tags in addition to the various database fields that you can use in your notices.
Important: These new tags only work on the overdue notices, not other circulation related notices at this time.
These tags are <item> and </item> which should enclose all fields from the biblio, biblioitems, and items tables.
An example of using these tags in a notice template might be like:
The following item(s) is/are currently overdue:
<item>"<<biblio.title>>" by <<biblio.author>>, <<items.itemcallnumber>>, Barcode: <<items.barcode>> Fine: <<items.fine>></item>
Which, assuming two items were overdue, would result in a notice like:
The following item(s) is/are currently overdue:
"A Short History of Western Civilization" by Harrison, John B, 909.09821 H2451, Barcode: 08030003 Fine: 3.50
"History of Western Civilization" by Hayes, Carlton Joseph Huntley, 909.09821 H3261 v.1, Barcode: 08030004 Fine: 3.50
Existing Notices & Slips
Among the default notices are notices for several common actions within Koha. All of these notices can be customized by altering their text via the Notices & Slips tool and their style using the NoticeCSS preference to define a stylesheet. Here are some of what those notices do
- ACCTDETAILS
- Sent to patrons when their account is set up if the AutoEmailOPACUser preference is set to 'Send'
- ACQCLAIM (Acquisition Claim)
- Used in the claim acquisition module
- Get there: More > Acquisitions > Late issues
- CHECKIN
- This notice is sent as the 'Check in' notice for all items that are checked in
- This notice is used if two criteria are met:
- The EnhancedMessagingPreferences is set to 'Allow'
- The patron has requested to receive this notice
- Get there: OPAC > Login > my messaging
- Get there: Staff Client > Patron Record > Notices
- CHECKOUT
- This notice is sent as the 'Check out' notice for all items that are checked out
- This notice is used if two criteria are met:
- The EnhancedMessagingPreferences is set to 'Allow'
- The patron has requested to receive this notice
- Get there: OPAC > Login > my messaging
- Get there: Staff Client > Patron Record > Notices
- DUE
- This notice is sent as the 'Item due' for an item is due
- This notice is used if two criteria are met:
- The EnhancedMessagingPreferences is set to 'Allow'
- The patron has requested to receive this notice
- Get there: OPAC > Login > my messaging
- Get there: Staff Client > Patron Record > Notices
- DUEDGST
- This notice is sent as the 'Item due' for all items that are due
- This notice is used if two criteria are met:
- The EnhancedMessagingPreferences is set to 'Allow'
- The patron has requested to receive this notice as a digest
- Get there: OPAC > Login > my messaging
- Get there: Staff Client > Patron Record > Notices
- HOLD (Hold Available for Pickup)
- This notice is used if two criteria are met:
- The EnhancedMessagingPreferences is set to 'Allow'
- The patron has requested to receive this notice
- Get there: OPAC > Login > my messaging
- Get there: Staff Client > Patron Record > Notices
- When this notice references the branches table it is referring to the pickup branch information.
- HOLDPLACED (a notice to the library staff that a hold has been placed)
- This notice requires the emailLibrarianWhenHoldIsPlaced system preference to be set to 'Enable'
- When this notice references the branches table it is referring to the pickup branch information.
- ODUE (Overdue Notice)
- This notice is used to send Overdue Notices to Patrons
- Requires that you set Overdue Notice/Status Triggers
- PREDUE
- This notice is sent as the 'Advanced notice' for an item is due
- This notice is used if two criteria are met:
- The EnhancedMessagingPreferences is set to 'Allow'
- The patron has requested to receive this notice
- Get there: OPAC > Login > my messaging
- Get there: Staff Client > Patron Record > Notices
- PREDUEDGST
- This notice is sent as the 'Advanced notice' for all items that are due
- This notice is used if two criteria are met:
- The EnhancedMessagingPreferences is set to 'Allow'
- The patron has requested to receive this notice as a digest
- Get there: OPAC > Login > my messaging
- Get there: Staff Client > Patron Record > Notices
- RENEWAL
- This notice is sent as the 'Check out' notice for all items that are renewed
- This notice is used if three criteria are met:
- The EnhancedMessagingPreferences is set to 'Allow'
- The RenewalSendNotice preference is set to 'Send'
- The patron has requested to receive the checkout notice
- Get there: OPAC > Login > my messaging
- Get there: Staff Client > Patron Record > Notices
- SERIAL_ALERT (New serial issue)
- Used in the serials module to notify patrons/staff of new issues of a serial
- Get there: More > Serials > New Subscription
- You have the option to select the 'Routing List' notice when creating a new subscription (Choose from the 'Patron notification' drop down).
- Tip: Notice also that if you'd like to notify patrons of new serial issues, you can click on 'define a notice' which will take you to the 'Notices' tool
- SHARE_ACCEPT
- Used to notify a patron when another patron has accepted their shared list.
- Requires that you set OpacAllowSharingPrivateLists to 'Allow'
- SHARE_INVITE
- Used to notify a patron that another patron would like to share a list with them.
- Requires that you set OpacAllowSharingPrivateLists to 'Allow'
There are also a set of predefined slips (or receipts) listed on this page. All of these slips can be customized by altering their text via the Notices & Slips tool and their style using the SlipCSS preference to define a stylesheet. Here is what those slips are used for:
- ISSUEQSLIP
- Used to print the quick slip in circulation
- The quick slip only includes items that were checked out today
- ISSUESLIP
- Used to print a full slip in circulation
- The slip or receipt will show items checked out today as well as items that are still checked out
- HOLD_SLIP
- Used to print a holds slip
- The holds slip is generated when a hold is confirmed
- TRANSFERSLIP
- Used to print a transfer slip
- The transfer slip is printed when you confirm a transfer from one branch to another in your system
See the full documentation for Notices in the manual (online).
[% INCLUDE 'help-bottom.inc' %]