Account Overview
Use this notification to send an overview of the patron's account. If desired, add additional blocks to your notification.
- Once you have created the Account Overview template, assign this template to a Patron Type Policy to enable the template to be used via the Contact patron option in WorldShare Circulation.
Create the Account Overview template
To create the template:
- From the Patron templates screen, select Account Overview from the Create template drop-down.
- 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.
- Click Save.
- 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 Patron Type 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
- Click Save.
- Optional. Add additional blocks of information. The available blocks will vary based on the template type. Refer to Add blocks of repeatable data to the Template for more information.
- Click the Add block button and select the desired content to add.
- Determine how to organize the block details. Options vary based on notification type.
- 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.
- 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.
- Refer to Block types below to see the available blocks for the Account Overview notification.
- Drag the data fields up and down to change the order in which they appear.
- Click Save.
- Repeat these steps for each additional block.
Note: Once a block type has been selected and the template has been saved, the block type cannot be changed. You will need to delete the block and add the correct block type.
Once you have created the Account Overview template, assign this template to a Patron Type Policy to enable the template to be used via the Contact patron option in WorldShare Circulation.
Block options for Account Overview
Options include:
| Option | Description |
|---|---|
| Text |
Add an additional text block to include in your notification.
|
| Bill Details |
Lists unresolved bills for the patron.
Choose how to organize the bill details. Options include:
Enter the Data fields to include. Refer to Manage field labels for a description of the available fields.
|
| Hold Details: Pending |
Lists active hold requests for the patron. This includes holds in the following statuses:
For Circulation Groups, holds are included from all institutions. Choose how to organize the pending hold details. Options include:
Enter the Data fields to include. Refer to Manage field labels for a description of the available fields. |
| Hold Details: Fulfilled |
Lists active hold requests for the patron where the hold is in the following status:
For Circulation Groups, holds are included from all institutions. Choose how to organize the fulfilled hold details. Options include:
Enter the Data fields to include. Refer to Manage field labels for a description of the available fields. |
| Loan Details: Checked Out |
List of all loans on the patron's account. Includes all regular, restricted, and recalled loans, regardless of overdue or long overdue status.
Choose how to organize the loan details for checked out items. Options include:
Enter the Data fields to include. Refer to Manage field labels for a description of the available fields. |
| Loan Details: On Loan |
List of all loans on the patron's account excluding those that are overdue, long overdue, or recalled.
Choose how to organize the loan details for checked out items. Options include:
Enter the Data fields to include. Refer to Manage field labels for a description of the available fields. |
| Loan Details: Recalled |
List of recalled loans on the patron's account. This includes recalled loans that are not yet due, overdue, and/or long overdue.
Choose how to organize the loan details for recalled items. Options include:
Enter the Data fields to include. Refer to Manage field labels for a description of the available fields. |
| Loan Details: Overdue |
List of overdue loans on the patron's account. This includes loans that are overdue but are not long overdue and excludes recalls.
Choose how to organize the loan details for overdue items. Options include:
Enter the Data fields to include. Refer to Manage field labels for a description of the available fields. |
| Loan Details: Long Overdue |
List of long overdue loans on the patron's account. This excludes recalls.
Choose how to organize the loan details for long overdue items. Options include:
Enter the Data fields to include. Refer to Manage field labels for a description of the available fields. |