There are several types of patron email notifications that staff can configure in ReShare. The following different types of email notifications can be configured:

• Request confirmation

• Cancellation

• Unfilled

• Exceeded request limit

• Article/book chapter delivered

• Digital loan delivered (CDL)

Configuring patron email notifications is divided into two parts; notice templates and notice policies.

Notice templates

The first step when configuring email notifications is to set up notice templates. Templates contain the text of the notice that will be sent to the patron. A template should be set up for each different type of email notification you wish to send to your patrons.

To create a notice template:

1. Navigate to Settings>Resource sharing>Notice templates

2. Click the “New” button.

3. Populate the template fields and click “Save and close.”

Tokens

Notice templates allow the use of tokens or variables that stand for a piece of information that will be inserted based on the value in the request to which the actual notice relates. To insert tokens, click on the icon that looks like a double set of curly brackets {} and select one or more tokens. Tokens can be moved around in your template just like regular text – just be sure to keep the formatting intact. They can also be used in the subject line.

Links

In addition to the request information that will be configured as part of the body of the notice, notice templates can be configured to contain links to library help pages etc. To create a link to direct a patron to a local library page highlight the text you wish to be hyper-linked and click the icon. An enter link: box will appear at the bottom of the body of the template to allow you to enter the URL to direct the patron to. If you wish to provide a link to an email address, precede the email address with mailto:, e.g. mailto:name@library.edu

Example templates

Notice policies

Notice policies are created to define the behavior of one or more types of email notifications. A notice policy contains the following fields:

Policy name

Active

Policy description

Notice template(s)Once you have created one or more notice templates, you will define when each template is sent using a notice policy.

1. Navigate to Settings>Resource sharing>Notice policies

2. Click the “New” button.

3. Populate the notice policy name and description.

4. The “Active” box is checked by default. To inactivate a notice policy in the future, edit the policy and uncheck the “Active” box.

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4. Click “Add notice” to configure the following:

   1. Template: The notice template that will be used for this notice policy.

   2. Format: The method of sending. Note that only email is supported at this time.

   3. Trigger: The action in the system that will cause the notice to be sent.

   4. Send in real time: If is this selected, the notice will be sent when the trigger occurs. If unchecked, it will be batched and sent overnight.

Triggers

The following triggers are associated with the following different email notification types:

Example policies

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