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OCLC Support

Notification Policy

Use this screen to configure notifications to be sent to patron when they have bills, holds, schedules, overdue items, or recalled items.

  • Notifications are sent via email.
  • The system sends the following notifications hourly at the top of the hour:
    • Hold Expiry Notifications
    • Hold Pickup Notifications
    • Schedule Expiry Notifications
  • All other notifications are sent by the system daily at 7:00 am local time. Local time is based on the time zone set on the Open Hours screen in the WorldCat Registry module.
  • For patrons that do not have email addresses, the system will automatically generate print notification. For more information, see Print notifications, below.
  • Libraries using Tipasa should work with their interlibrary loan department to evaluate the library's Tipasa notification settings and determine whether to use notifications from WorldShare Circulation or from Tipasa. This will prevent patrons from receiving multiple notifications for items about to be due, overdue or available for pickup.

Create or edit notification policies

  1. On the Notification Policies screen, click Create New, or click the Policy Name you want to edit.
  2. On the Create New or Edit Policy screen, enter a Policy Name.
  3. Enter a description of the policy.
  4. Select a Notification Type from the list.
    Notification Types - Table
    Notification Type Description
    Bill Notification

    Use to notify patrons that they have accrued bills.

    • You can configure the notification to be sent out after a set amount is reached.
    • Used in Patron Type Policy.
    Hold Pickup Notification

    Use to notify patrons that their hold is ready for pickup.

    Hold Shelf Expiry Notification

    Use to notify patrons that their hold has expired (has been pulled from the hold shelf).

    Hold Request Expiry Notification

    Use to notify patrons that their hold request expired before an item was found to fulfill the request or was deleted.

    Loan Overdue Notification

    Use to notify patrons that their item is overdue.

    • You may choose to have different overdue notices according to your loan policies. To send courtesy notices, select to send the notification before the event occurred. Subsequent notices are configured on the same notification policy.
    • You may choose to assess a fee for sending an overdue notification to a patron.  The fee specified will be assessed per notification, not by the number of items on the notification.  To assess a fee, first create a Bill Structure for the fee and then select the appropriate Bill Structure from the Bill for sending notification drop down menu in the form.  The default is to not assess a fee.
    • The notification is queued to be sent before an item is overdue (if configured) and/or after an item is overdue.
    • Used in Loan Policy.
    Recall Notification

    Use to notify patrons that their item has been recalled.

    The notification is queued when a recall for an item is initiated. For more information, see Recall items. Used in Loan Policy.
    Room Schedule Expiry Notification

    Use to notify patrons that their room reservation has been canceled.

    • The notification is queued to be sent after the cancellation occurs.
    • Used in Room Scheduling.
    Room Schedule Placed Notification

    Use to notify patrons that their room event has been scheduled.

    • The notification is queued to be sent once an event has been created for a room.
    • Used in Room Scheduling.
    Room Schedule Reminder Notification

    Use to notify patrons that they have a room reservation.

    • The notification is queued to be sent before the event occurs.
    • Used in Room Scheduling.
    Schedule Expiry Notification

    Use to notify patrons that their scheduled item has expired.

    • The notification is queued to be sent after a scheduled item has expired (the patron did not check out the item during the scheduled time).
    • Used in Scheduling Policy
    Schedule Pickup Notification

    Use to notify patrons that their scheduled item is ready for pickup.

    Schedule Placed Notification

    Use to notify patrons that their scheduled item has been successfully placed.

    • The notification is queued to be sent once a schedule has been placed by staff for a patron.
    • Used in Scheduling Policy
     
  5. Enter a Subject.
  6. Enter Start Text.
    • The system generates a list of items, based on the Notification Types, which appear between the start and end text.
  7. Enter End Text.
  8. Select a Default Delivery Method from the list.
    • Email is the only available method at this time.
    • The system sends emails from no-reply@oclc.org.
  9. Select when you would like to send the notification.
    • This option is not available for Schedule Pickup Notifications or Schedule Placed Notifications.
    • For Loan Overdue Notifications, you can select to send notifications before the event occurs.
  10. For Bill Notifications, enter an amount to trigger when the notification is sent.
  11. (Optional). To add additional notifications to the policy, click the Add button (Add button).
  12. (Optional). Click Print Preview to view the layout of the print notification. Print preview displays only the output of the first notification (Notification 1). For more information on printing notices, see Print notifications, below.
  13. Click Save.

Copy notification policies

  1. Click the Policy Name you want to copy.
  2. In the top right corner, click Copy. The copied policy appears.
  3. Enter a policy name and edit any additional fields.
  4. Click Save.

Delete notification policies

 Policies cannot be deleted if they are in use.

  1. Click the Policy Name you want to delete.
  2. In the top right corner, click Delete.
  3. On the Confirm window, click OK.

Print notifications 

The following applies to all Notification Types:

  • Printed notifications will be created for any patron account that does not contain an email address. For more information, see Set up print notifications, below.
  • Printed notifications use the standard regional paper size as its single default format:
    • A4 (210 x 297 mm): Australia, Europe, South Africa, New Zealand
    • Letter (8.5 x 11 inches): United States, Canada
  • The default format accommodates the most commonly available windowed envelope in each region.

Set up print notifications

In order to set up notifications for printing you need:

For information on how to create an application for managing print notifications, see the solution guide Notification Management Application.

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