Recall Notice

Create the Recall Notice template

To create the template:

1. From the Loans templates screen, select Recall Notice from the Create template drop-down.
2. Enter the following settings:

   Setting	Description
   Name	Enter a name for the template. The name must be unique per institution. 50 character limit.
   Subject	Enter a subject line for email notifications. 255 character limit.
   Logo (Optional)	Select a logo image to include. Available logos are configured on the Manage logo images screen.

3. Click Save.
4. Optional. Enter a Header and/or a Footer for your notification. Click Edit underneath each section to be edited.
   • 50,000 character limit for each. 
   • To add a web link to the Header or Footer, enter ${ and type the Name of the desired web link as configured in the Manage web links screen into a text block. Select the web link based on the name configured.
   • To add a Patron Type Message to the Header or Footer, enter ${Patron Type Message into a text block. Once the template is assigned to the Notification section of the Loan Policy, the template will include the patron type message when the notification is sent to that patron type. If there are multiple Patron type messages assigned to a particular patron type, each message will be included in the Header or Footer.
   • To add additional data fields, use the ${Data Field form to enter the desired information. Example: ${Item Barcode
5. Click Save.
6. Add Loan Details. 
   1. Determine how to organize the loan details. Options include:
      • Title
      • Checkout Date/Time
      • Due Date/Time
   2. Choose how to format the block details. Options include:
      • Simple List: Aligned list of data objects in the order specified by the template.
      • Simple Table: Table of data objects in the order specified by the template.
   3. Enter the desired Data fields to include in the template. 
      • Each block has different Data fields available for selection. Refer to  Manage field labels for a description of the available fields.

      • Available data fields:

        • Author
        • Edition
        • Language of Material
        • Material Format
        • OCLC Number
        • Publication Year
        • Publisher
        • Title
        • Title (20)
        • Item Barcode
        • Item Call Number
        • Item Description
        • Item Enumeration and Chronology
        • Item Holding Institution
        • Item Holding Location
        • Item Shelving Location
        • Automatic Renewal Indicator
        • Checkout Date/Time
        • Due Date/Time
        • Estimated Overdue Bill Amount
        • Long Overdue Date/Time
        • Most Recent Overdue Bill Reason
        • Overdue Bills Assessed Amount
        • Loan Proxy Indicator
        • Recall Date/Time
        • Renewal Count

   4. Drag the data fields up and down to change the order in which they appear. 
   5. Click Save.

Assign the Recall Notice template to a loan policy

For more information on creating or editing Loan Policies, refer to Loan Policy. 

In the Loan Policy screen, fill out the below Notification section for Recall Notice:

• First choice reply-to address: Select the reply to address to use for the notification. Options include:
  • Use system default (no-reply@oclc.org)
  • Use the address configured by patron type. Refer to Reply-To Addresses for more information. 
  • List of General addresses configured by the institution. Refer to Reply-To Addresses for more information. 
• Second choice reply-to-address: Select the second choice for reply-to address. Only appears if Use the address configured by patron type is selected for the First choice reply-to address. 
• Proxy borrowing: Determine how to send notifications when an item is checked out by a proxy account. Options include:
  • Send to primary patron only
  • Send to proxy patron only
  • Send to primary and proxy patrons
• Select the Template to use.
• Schedule after recall: Determine when the notification should be sent after the recall is activated. 
  • Specify the timeframe in minutes or hours.

Enable the Recall Notice template

Enable the template on the Enable notifications type screen.  Once enabled, the Recall Notification legacy notification will be disabled.

 Caution: Do not toggle the Enable notifications section to On for the above notification until you have completed all the required fields in the template.

Add a translation for WMS Groups

The default language for the group will appear as the first tab when creating or editing a Recall Notice template. Additional language tabs will appear at the top of the screen. 

The Name of the template will carry over into each subsequent language. A translation should be added for the following fields:

• Subject
• Logo
• Header
• Footer

The information in the General information section must be entered and saved to view or edit the template for subsequent languages. 

The settings in the Loan Details section of the template are carried over from the default language. If Data fields are entered, the translated data field appears in the subsequent languages. If a custom data field name is selected, the custom translation will also be used. Refer to Manage Field Labels for more information.

 Note:  Each block is designated by what is configured in the default language. Different data fields or additional blocks cannot be added on a per language basis.