Enable notification types
Caution: When a library enables a Next-Generation Notification, its corresponding legacy notification(s) will be disabled (if they had previously been enabled). For Group Aware libraries, OCLC recommends coordinating a single rollout window for Next-Generation Notifications across the consortium to avoid patrons experiencing mixed notification experiences when borrowing from multiple libraries. For more information about NGNs for Group aware libraries, see Next-Generation Notifications for Group aware libraries.
Enable notification types
When ready to use the Next-Generation Notification templates that you set up and allow these notifications to be sent, you must enable them within the Enable notification types module. Next-Generation Notifications are sent out every 10 minutes.
Caution: Do not toggle the Enable notifications section to On for the below notifications until you have completed all the required fields in the templates.
Loan notifications
Enable Loan due notifications. This will enable the following notifications:
Note: When the Loan due notifications are enabled, the following legacy notifications will be disabled if they were previously enabled:
- Loan Overdue Reminder - Before the loan due date
- Loan Overdue Reminder - After the loan due date
Enable Restricted loan notifications. This includes:
Note: The Restricted Loan Due Date Reminder and Restricted Loan Overdue Notice do not have any corresponding legacy notifications.
Enable Recall notifications. This includes:
Note: When any of the Recall notifications are enabled, the Recall Notification legacy notification is disabled if it was previously enabled.
Enable Loan claim confirmation. This includes:
Note: The Loan Claim Confirmation notification does not have a corresponding legacy notification.
Enable Loan due date confirmations. This includes:
Note: When any of the Loan due date confirmation notifications are enabled, the Due date legacy notification is disabled if it was previously enabled.
Enable Loan returned confirmation. This includes:
Note: When the Loan returned confirmation notification is enabled, the Check-in legacy notification is disabled if it was previously enabled.
Hold notifications
Enable the Hold request confirmation. This includes:
Enable the Hold termination confirmations. This includes:
- Hold Request Expiration Confirmation
- Hold Request Deletion Confirmation
- Fulfilled Hold Expiration Confirmation
- Fulfilled Hold Deletion Confirmation
Note: When the Hold request confirmation notification is enabled, the hold request expiry and hold shelf expiry legacy notifications are disabled if they were previously enabled.
Enable the Fulfilled hold request notifications. This includes:
Note: When the Fulfilled hold request notification is enabled, the legacy hold pickup notification is disabled if it was previously enabled.
Enable the Hold completion confirmation. This includes:
Patron account notifications
Enable Suspension notice. This includes:
Note: When the Suspension notice is enabled, the legacy Suspension notification is disabled if it was previously enabled.
Enable Membership bill notice. This includes:
Note: When the Membership bill notice is enabled, the legacy Membership bill notification is disabled if it was previously enabled.
Enable Membership confirmation. This includes:
Note: When the Membership confirmation notice is enabled, the legacy Membership confirmation notification is disabled if it was previously enabled.
Enable Membership expiry reminder. This includes:
Note: When the Membership expiry reminder notice is enabled, the legacy Membership expiry reminder notification is disabled if it was previously enabled.
Billing notifications
Enable Bill notifications. This includes:
Note: When the Bill notifications are enabled, the Bill legacy notification is disabled if it was previously enabled.
Enable Bill resolution confirmation. This includes:
Note: When the Bill resolution confirmation notification is enabled, the legacy Bill and Cancel receipts are disabled if they were previously enabled.
Enable Bill refund confirmation. This includes:
Note: When the Bill refund confirmation notification is enabled, the Refund receipt legacy notification is disabled if it was previously enabled.
Item schedule notifications
Enable Schedule request confirmation. This includes:
Note: When the Schedule request confirmation notification is enabled, the Schedule placed legacy notification is disabled if it was previously enabled.
Enable Schedule termination confirmations. This includes:
- Schedule request expiration confirmation
- Schedule request deletion confirmation
- Fulfilled schedule expiration confirmation
- Fulfilled schedule deletion confirmation
Note: When the Schedule termination confirmations are enabled, the Schedule expiry legacy notification is disabled if it was previously enabled.
Enable Fulfilled schedule notifications. This includes:
Note: When the Fulfilled schedule notifications are enabled, the Schedule pickup legacy notification is disabled if it was previously enabled.
Room schedule notifications
Enable Room schedule confirmation. This includes:
Note: When the Room schedule confirmation notification is enabled, the Room Schedule Placed Notification legacy notification is disabled if it was previously enabled.
Enable Room schedule reminder. This includes:
Note: When the Room schedule reminder notification is enabled, the Room Schedule Reminder Notification legacy notification is disabled if it was previously enabled.
Enable Room schedule reminder expiration confirmation. This includes:
Note: When the Room schedule reminder expiration confirmation notification is enabled, the Room Schedule Expiry Notification legacy notification is disabled if it was previously enabled.
Enable Room Schedule Deletion Confirmation. This includes:
Note: When the Room Schedule Deletion Confirmation notification is enabled, the Room Schedule Expiry Notification legacy notification is disabled if it was previously enabled.
Item management slips
Enable Routing slip. This includes:
Note: When the Routing Slip is enabled, the ROUTING receipt legacy notification is disabled if it was previously enabled.
Enable ILL shipping details slip. This includes:
Note: When the ILL shipping details slip is enabled, the ILL_SHIP receipt legacy notification is disabled if it was previously enabled.
Enable Pull slip. This includes:
Note: When the Pull slip is enabled, the PULL_LIST_ENTRY receipt legacy notification is disabled if it was previously enabled.
Enable Hold slip. This includes:
Note: When the Hold slip is enabled, the HOLD receipt legacy notification is disabled if it was previously enabled.
Enable Schedule slip. This includes:
Note: When the Schedule slip is enabled, the ILL_SHIP receipt legacy notification is disabled if it was previously enabled.
Point of sale (POS) printing
Enable Loan due date confirmations - POS. This includes:
Note: When any of the Loan due date confirmations - POS notifications are enabled, the Due date legacy notification is disabled if it was previously enabled.
Enable Loan returned confirmation - POS. This includes:
Note: When the Loan returned confirmation - POS notification is enabled, the Check-in legacy notification is disabled if it was previously enabled.
Enable Bill refund confirmation - POS. This includes:
Note: When the Bill refund confirmation - POS is enabled, the REFUND receipt legacy notification is disabled if it was previously enabled.
Enable Bill resolution confirmation - POS. This includes:
Note: When the Bill resolution confirmation - POS is enabled, the BILL and CANCEL receipt legacy notifications are disabled if they were previously enabled.
Enable Routing slip - POS. This includes:
Note: When the Routing Slip - POS is enabled, the ROUTING receipt legacy notification is disabled if it was previously enabled.
Enable ILL shipping details slip - POS. This includes:
Note: When the ILL shipping details slip - POS is enabled, the ILL_SHIP receipt legacy notification is disabled if it was previously enabled.
Enable Pull slip - POS. This includes:
Note: When the Pull slip - POS is enabled, the PULL_LIST_ENTRY receipt legacy notification is disabled if it was previously enabled.
Enable Hold slip - POS. This includes:
Note: When the Hold slip - POS is enabled, the HOLD receipt legacy notification is disabled if it was previously enabled.
Enable Schedule slip - POS. This includes:
Note: When the Schedule slip - POS is enabled, the ILL_SHIP receipt legacy notification is disabled if it was previously enabled.
Enable Messaging Integration
Once the notification type is enabled, you can optionally enable message integration for it by toggling the Enable Messaging Integration option to on.
Enabling message integration will generate a .csv file that is updated every 10-20 minutes when new messages exist. Files are securely placed on your library's file exchange under the path /xfer/wms/out/circdata/notifications. Your messaging provider may then retrieve the file and deliver text messages to your patrons based on the terms agreed upon with your service provider.
Caution: Once enabled, the files will begin loading to your file exchange. Do not enable the Message Integration until a solution is in place with your messaging provider.
To receive messages, the patron must navigate to My Account, provide a mobile number, and opt into receiving library account updates by text message. Refer to My Account for more information.
- Text messages can be viewed in the patron history according to your library's configuration.
Refer to Text message notification integration for more information.