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Hold Request Expiration Confirmation

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Create this notification to confirm a patron's pending hold request has expired.

Use this notification to confirm a patron's pending hold request has expired.  The template for this notification is assigned by Hold Request Policy in OCLC Service Configuration.  Refer to Hold Request Policy for information about setting the schedule for this notification.  

If changes are made to a policy, you can manually reschedule the notification at the policy level. Refer to Reschedule a notification for more information. 

Create the Hold Request Expiration Confirmation template

To create the template:

  1. From the Holds templates screen, select Hold Request Expiration Confirmation 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. Once the template is assigned to the Notification section of the policy, the template will include the patron type message when the notification is sent to that 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. Add Hold Details. 
    1. Determine how to organize the loan details. Options include:
      • Title
      • Hold Pickup Location
      • Hold Placed Date/Time
      • Hold Shelf Expiration Date/Time
    2. Choose how to format the block details. Options include:
      • Simple List: Aligned list of data objects in the order specified by the template.
      • Simple Table: Table of data objects in the order specified by the template.
    3. Enter the desired Data fields to include in the template. 
      • Each block has different Data fields available for selection. Refer to  Manage field labels for a description of the available fields.
      • Available data fields:
        • Author
        • Edition
        • Language of Material
        • Material Format
        • OCLC Number
        • Publication Year
        • Publisher
        • Title
        • Title (20)
        • Hold Earliest Needed Date
        • External Request ID
        • External Request Source
        • Hold Needed Before Date
        • Hold Pickup Institution
        • Hold Pickup Location
        • Hold Placed Date/Time
        • Hold Proxy Indicator
        • Hold Public Note
        • Hold Suspension End Date
        • Hold Suspension Start Date
        • Item Barcode
        • Item Call Number
        • Item Description
        • Item Enumeration and Chronology
        • Item Holding Institution
        • Item Holding Location
        • Item Shelving Location
      • Drag the data fields up and down to change the order in which they appear. 
  7. Optional. Configure a Text Message to be sent to patrons with the desired communication. Once entered, enable message integration on the Enable notification types screen. 
    • Note the character limit for your messaging system. Messages that exceed this length may be truncated upon delivery.
    • Refer to Text message notification integration for more information.
  8. Click Save.

Assign the Hold Request Expiration Confirmation template to a Hold Request Policy

Refer to Hold Request Policy for more information. Once enabled, the Hold Request Expiry Notification legacy notification will be disabled.

Once you have created a Hold Request Expiration Confirmation the Loans section of the Next-Generation Notifications module, complete the below settings:

  • Configure notification: Toggle to Yes to expand full configuration options. Configure all settings once the configuration options appear.
    • Select the Template to use.
    • 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. 
    • Proxy borrowing: Determine how to send notifications when an item is checked out by a proxy account. Options include:
      • Send to primary patron only
      • Send to proxy patron only
      • Send to primary and proxy patrons

Enable the Hold Request Expiration Confirmation template

Enable the template on the Enable notifications type screen.

 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.