Set up request pick-up, second pick-up, and cancelled request notices

These notices are sent according to the settings of the request’s pick-up library. To set up hold request pick-up notices and canceled request notices:

  1. In the Administration Explorer tree view, select Parameters for the organization, and click the Notification tab in the details view.
  2. Double-click Notification options. The Notification Options dialog box - General tabbed page is displayed. Verify that the possible delivery methods have been specified. See Set up notification methods, e-mail options, and export location.
  3. Click the Hold Request & Cancellation tab.

  4. To enable request pick-up notices:

    1. Select Request.

    2. Select Export if you export request notices to an outside vendor for delivery. This option is available only if Export has been selected for a delivery method on the General tabbed page at the system or library level. See Exporting Notices to a Notification Service.

      Important:
      If you export request notices to an outside vendor for print delivery, the notification method must be set to Print at the system, library, and branch levels to export the notices from all organizations. If a branch-level method is set to e-mail or phone, the system produces notices according to that method. If the method is set to Patron Preference, and the patron’s preference is set to Print, the notice is exported, but if the patron’s preference is e-mail, phone, or text message, that method is used.

    3. Select a delivery method in the Notification Method box. You can deliver request notices by any of the methods you selected on the General tabbed page. See Set up notification methods, e-mail options, and export location.

    4. Select Send additional TXT message if you want to send a text message notice to patrons’ mobile phones  in addition to the notification method you selected. A patron will receive the additional text message only if the Additional TXT notice option is checked in the patron record, the TXT box is checked for Phone 1, Phone 2, or Phone 3, and a carrier is specified for that phone number. If a patron registers or updates account information online through Polaris PowerPAC and supplies a phone number for text messages and a carrier, this option is automatically checked.

      If you selected Patron Preference in the Notification Method box, patrons who have text messaging set as their preferred notification method in the patron record will receive text message notices only.

  5. To enable second pick-up notices, follow these steps:

    1. Select 2nd hold notice.

    2. Select the delivery method. You can deliver request notices by any of the methods you selected on the General tabbed page. See Set up notification methods, e-mail options, and export location. The default setting is Patron Preference.

      Note:
      If you export the regular hold request notice to a third-party service, the second hold notice is also exported.

    3. Select Send additional TXT message if you want to send a text message notice to patrons’ mobile phones in addition to the notification method you selected.
    4. Set the Notice Interval for the number of days to wait from the date the request became Held before sending the second notice. The count includes the date held. For example, if the item was Held on the 1st of the month and the interval is set to 3 days (the default), the notice is sent on the 3rd. See Second Pick-Up Notices for more details about second request processing.

  6. To enable cancelled request notices, follow these steps:

    Note:
    If you export request pick-up notices, and enable cancelled request notices, these are also exported.

    1. Select a delivery method in the Notification Method box. You can deliver cancelled request notices by any of the methods you selected on the General tabbed page. See Set up notification methods, e-mail options, and export location.

    2. Select Send additional TXT message if you want to send a text message notice to patrons’ mobile phones  in addition to the notification method you selected. A patron will receive the additional text message only if the Additional TXT notice option is checked in the patron record, the TXT box is checked for Phone 1, Phone 2, or Phone 3, and a carrier is specified for that phone number. If a patron registers or updates account information online through Polaris PowerPAC and supplies a phone number for text messages and a carrier, this option is automatically checked.

      If you selected Patron Preference in the Notification Method box, patrons who have text messaging set as their preferred notification method in the patron record will receive text message notices only.

  7. To enable ebook hold notices, select Ebook request, and select a notification method (e-mail, TXT, or both). See Notices for Integrated Ebook Requests.

    Note:
    If you select Both for the method, the notice is sent either by e-mail or TXT message, depending on the patron’s notification preference. If the patron has not selected either option as a preference, the patron will not receive notification.

  8. To enable notices for cancelled ebook requests, select Cancelled ebook request, and select a notification method. See Notices for Integrated Ebook Requests.

    Note:
    If you select Both for the method, the notice is sent either by e-mail or TXT message, depending on the patron’s notification preference. If the patron has not selected either option as a preference, the patron will not receive notification.

  9. Click Save to save your settings and close the Notification options dialog box, or select another tab to set up another notice type.

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