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Suspension Notice

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Learn how to create a template for suspension notice notifications.

Use this notification to alert patrons when a suspension has been applied to their account. Once you have created the Suspension Notice template, assign this template to a Patron Type Policy.

 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.


Create the Suspension Notice template

To access Patron templates, navigate to Service Config > WMS Circulation > Next-Generation Notifications > Templates > Patron.

To create the template:

  1. From the Patron templates screen, select Suspension 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. When the template is assigned to a circulation policy and a notification is triggered, the notification will include all patron type messages assigned to the recipient’s 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. Click Edit under the Suspension Details section to configure the Organize Suspension Details by, Formatting type, and Data fields for your notification.
    •  Select an organization method from the Organize Suspension Details by drop-down (required). Options include:
      • Suspension Event Date/Time
      • Suspension Reason
    • Select a format from the Formatting type drop-down (required). Options include:
      • Simple List
      • Simple Table
    • Click Add data field to select from the following fields.  Refer to Manage field labels for a description of the available fields. At least one data field must be selected:
      • Author
      • Edition
      • Language of Material
      • Material format
      • OCLC Number
      • Publication Year
    • To remove a data field, click the trash can icon next to the field to be removed. Fields can also be clicked and dragged to change the order in which they appear in the notification.
  7. Click Save. 
  8. Optional. Enter a Text Message for your notification. This message may be truncated depending on the actual length of the content in the message. Note the character limit for your messaging system. 
  9. Click Save.

Assign the Suspension Notice template to a Patron Type policy

For more information on creating or editing patron type policies, refer to Patron Type Policy.

The following settings will need to be completed for each Patron Type Policy that the notification will be assigned to. In the Patron Type Policy screen, fill out the Notifications section for Suspension Notice:

  • Configure notification: Toggle to Yes to expand full configuration options. Configure all settings once the configuration options appear.
    • Template: Use the drop-down to select the desired Template. Refer to Suspension Notice for more information. 
    • First choice reply-to address: Select the reply-to address to use for the notification. Options include:
    • 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. 

Enable the Suspension Notice template

Enable the template on the Enable notifications type screen. Once the Suspension Notice is enabled, the Suspension Notice legacy notification will be disabled (if it was previously enabled). 

 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.