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3 <h1>Notices & slips</h1>
5 <p>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.</p>
7 <p>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.</p>
9 <p>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.</p>
11 <h3>Adding Notices & Slips</h3>
13 <p>To add a new notice or slip</p>
16 <li>Click 'New Notice'</li>
17 <li>Choose which library this notice or slip is for</li>
18 <li>Choose the module this notice is related to</li>
19 <li>The Code is limited to 20 characters
21 <li style="color: #990000;">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.</li>
24 <li>Use the name field to expand on your Code
26 <li style="background-color: #ffe599;">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.</li>
29 <li>Next you can customize the notice for every possible delivery method
31 <li>Every notice should have an Email template set for it</li>
32 <li>If you're using the TalkingTechItivaPhoneNotification service you can set up a Phone notification</li>
33 <li>If you plan on printing this notice you can set the Print template next</li>
34 <li>If you have enabled SMS notices with the SMSSendDriver preference you can set the text for your SMS notices next</li>
37 <li>Each notice offers you the same options
39 <li>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</li>
40 <li>Message Subject is what will appear in the subject line of the email</li>
41 <li>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.
43 <li><span style="color: #990000;">Important: Overdue notices can use <<items.content>> tags by themselves, or use <item></item> to span all of the tags.</span>
45 <li>On overdue notices make sure to use <<items.content>> tags to print out the data related to all items that are overdue.</li>
48 <li>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
49 <<biblio.author>>, <<items.itemcallnumber>>,
50 Barcode: <<items.barcode>> , Checkout date:
51 <<issues.issuedate>>, Due date:
52 <<issues.date_due>> Fine: <<items.fine>> Due date:
53 <<issues.date_due>> </item></li>
56 <li style="color: #990000;">Important: Only the overdue notices take advantage of the <item></item> tags, all other notices referencing items need to use <<items.content>></li>
57 <li style="background-color: #ffe599;">Tip: To add today's date you can use the <<today>> syntax</li>
64 <h5>Overdue Notice Markup</h5>
66 <p>When creating your overdue notices there are two tags in addition to the various database fields that you can use in your notices.</p>
68 <p style="color: #990000;">Important: These new tags only work on the overdue notices, not other circulation related notices at this time.</p>
70 <p>These tags are <item> and </item> which should enclose all fields from the biblio, biblioitems, and items tables.</p>
72 <p>An example of using these tags in a notice template might be like:</p>
74 <p>The following item(s) is/are currently overdue:</p>
76 <p> <item>"<<biblio.title>>" by <<biblio.author>>, <<items.itemcallnumber>>, Barcode: <<items.barcode>> Fine: <<items.fine>></item></p>
78 <p>Which, assuming two items were overdue, would result in a notice like:</p>
80 <p>The following item(s) is/are currently overdue:</p>
82 <p> "A Short History of Western Civilization" by Harrison, John B, 909.09821 H2451, Barcode: 08030003 Fine: 3.50<br />
83 "History of Western Civilization" by Hayes, Carlton Joseph Huntley, 909.09821 H3261 v.1, Barcode: 08030004 Fine: 3.50</p>
85 <h4>Existing Notices & Slips</h4>
87 <p>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</p>
91 <li>Sent to patrons when their account is set up if the AutoEmailOPACUser preference is set to 'Send'</li>
94 <li>ACQCLAIM (Acquisition Claim)
96 <li>Used in the claim acquisition module</li>
97 <li><em>Get there:</em> More > Acquisitions > Late issues</li>
102 <li>This notice is sent as the 'Check in' notice for all items that are checked in</li>
103 <li>This notice is used if two criteria are met:
105 <li>The EnhancedMessagingPreferences is set to 'Allow'</li>
106 <li>The patron has requested to receive this notice
108 <li><em>Get there: </em>OPAC > Login > my messaging</li>
109 <li><em>Get there: </em>Staff Client > Patron Record > Notices</li>
118 <li>This notice is sent as the 'Check out' notice for all items that are checked out</li>
119 <li>This notice is used if two criteria are met:
121 <li>The EnhancedMessagingPreferences is set to 'Allow'</li>
122 <li>The patron has requested to receive this notice
124 <li><em>Get there: </em>OPAC > Login > my messaging</li>
125 <li><em>Get there: </em>Staff Client > Patron Record > Notices</li>
134 <li>This notice is sent as the 'Item due' for an item is due</li>
135 <li>This notice is used if two criteria are met:
137 <li>The EnhancedMessagingPreferences is set to 'Allow'</li>
138 <li>The patron has requested to receive this notice
140 <li><em>Get there: </em>OPAC > Login > my messaging</li>
141 <li><em>Get there: </em>Staff Client > Patron Record > Notices</li>
150 <li>This notice is sent as the 'Item due' for all items that are due</li>
151 <li>This notice is used if two criteria are met:
153 <li>The EnhancedMessagingPreferences is set to 'Allow'</li>
154 <li>The patron has requested to receive this notice as a digest
156 <li><em>Get there: </em>OPAC > Login > my messaging</li>
157 <li><em>Get there: </em>Staff Client > Patron Record > Notices</li>
164 <li>HOLD (Hold Available for Pickup)
166 <li>This notice is used if two criteria are met:
168 <li>The EnhancedMessagingPreferences is set to 'Allow'</li>
169 <li>The patron has requested to receive this notice
171 <li><em>Get there: </em>OPAC > Login > my messaging</li>
172 <li><em>Get there: </em>Staff Client > Patron Record > Notices</li>
177 <li>When this notice references the branches table it is referring to the pickup branch information.</li>
180 <li>HOLDPLACED (a notice to the library staff that a hold has been placed)
182 <li>This notice requires the emailLibrarianWhenHoldIsPlaced system preference to be set to 'Enable'</li>
183 <li>When this notice references the branches table it is referring to the pickup branch information.</li>
186 <li>ODUE (Overdue Notice)
188 <li>This notice is used to send Overdue Notices to Patrons</li>
189 <li>Requires that you set Overdue Notice/Status Triggers</li>
194 <li>This notice is sent as the 'Advanced notice' for an item is due</li>
195 <li>This notice is used if two criteria are met:
197 <li>The EnhancedMessagingPreferences is set to 'Allow'</li>
198 <li>The patron has requested to receive this notice
200 <li><em>Get there: </em>OPAC > Login > my messaging</li>
201 <li><em>Get there: </em>Staff Client > Patron Record > Notices</li>
210 <li>This notice is sent as the 'Advanced notice' for all items that are due</li>
211 <li>This notice is used if two criteria are met:
213 <li>The EnhancedMessagingPreferences is set to 'Allow'</li>
214 <li>The patron has requested to receive this notice as a digest
216 <li><em>Get there: </em>OPAC > Login > my messaging</li>
217 <li><em>Get there: </em>Staff Client > Patron Record > Notices</li>
226 <li>This notice is sent as the 'Check out' notice for all items that are renewed</li>
227 <li>This notice is used if three criteria are met:
229 <li>The EnhancedMessagingPreferences is set to 'Allow'</li>
230 <li>The RenewalSendNotice preference is set to 'Send'</li>
231 <li>The patron has requested to receive the checkout notice
233 <li><em>Get there: </em>OPAC > Login > my messaging</li>
234 <li><em>Get there: </em>Staff Client > Patron Record > Notices</li>
241 <li>RLIST (Routing List)
243 <li>Used in the serials module to notify patrons/staff of new issues of a serial
245 <li><em>Get there:</em> More > Serials > New Subscription</li>
248 <li>You have the option to select the 'Routing List' notice when creating a new subscription (Choose from the 'Patron notification' drop down).</li>
249 <li style="background-color: #ffe599;">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</li>
254 <li>Used to notify a patron when another patron has accepted their shared list.</li>
255 <li>Requires that you set OpacAllowSharingPrivateLists to 'Allow'</li>
260 <li>Used to notify a patron that another patron would like to share a list with them.</li>
261 <li>Requires that you set OpacAllowSharingPrivateLists to 'Allow'</li>
266 <p>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:</p>
271 <li>Used to print the quick slip in circulation</li>
272 <li>The quick slip only includes items that were checked out today</li>
277 <li>Used to print a full slip in circulation</li>
278 <li>The slip or receipt will show items checked out today as well as items that are still checked out</li>
283 <li>Used to print a holds slip</li>
284 <li>The holds slip is generated when a hold is confirmed</li>
289 <li>Used to print a transfer slip</li>
290 <li>The transfer slip is printed when you confirm a transfer from one branch to another in your system</li>
295 <p><strong>See the full documentation for Notices in the <a href="http://manual.koha-community.org/[% helpVersion %]/en/notices.html">manual</a> (online).</strong></p>
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