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    What settings do I change to start using Courtesy Notices?

    • Article Type: General
    • Product: Voyager
    • Product Version: 8.1.0

    Desired Outcome Goal:
    Start generating and sending courtesy notices to patrons via e-mail

    Procedure:
    Five factors are involved in getting courtesy notices to generate:

    1. SysAdmin > Circulation > Policy Definitions > [appropriate Policy] > Edit > Patrons tab > highlight patron group > Rules button > "Courtesy Notice Apply" box must be checked

    2. SysAdmin > Circulation > Policy Definitions > [appropriate Policy] > Edit > Patrons tab > highlight patron group > Rules button > "Email Courtesy Notices" box must be checked

    3. SysAdmin > Circulation > Policy Definitions > [appropriate Policy] > Edit > Matrix tab > highlight matrix entry > Modify button > Matrix window - Intervals tab > Courtesy Notice Interval
    "Courtesy Notice Interval" is the number of days before an item is due when a courtesy notice can be produced.
    The default is 0, which means courtesy notices are not generated.

    4. SysAdmin > Circulation > Policy Definitions > [appropriate Policy] > Edit > Matrix tab > highlight matrix entry > Modify button > Matrix window - Intervals tab > Minimum Loan for Courtesy
    "Minimum Loan for Courtesy" is the minimum loan length for an item to activate courtesy notices. If you want all loans to be eligible for courtesy notices, leave this setting at "0".

    5. Circjob 7 must be running daily to generate Courtesy Notices (if you run Circjob 12, "All Daily Jobs", then Circjob 7 is running).

    Additional Information

    After these settings are in place and Courtesy Notices are generated, they can be picked up and processed via Reporter.
    See also System Administration User's Guide, Reporter User's Guide

    Category: Circulation


    • Article last edited: 10/8/2013
    //doorbell.io feedback widged