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OCLC Support

Send document delivery notifications to patrons

When notifications are set up and configured, libraries with document delivery configured can send standard and custom email messages to patrons using the Email button located on the request screen.

Send a notification

To send an email notification to a patron:

  1. In the Tipasa interface, locate the request you want to send a notification about.
  2. Open the request and click Email.

    manual_notification_email_button
  3. On the Send Message window, click Choose a template.
  4. All applicable notifications that you have enabled for Manual sending in the WorldShare interface will appear in the list. Standard notifications appear first (in order of the workflow), followed by custom notifications (in alphabetical order). Select the notification you want to send.
  5. The message information is populated with the customized data you supplied for the notification in Service Configuration.
  6. You can edit the message and add any information you want before sending the notification.
  7. Click Send.

Note: Sending a manual notification will not override automated notifications. If a manual notification is sent to alert the patron of an event, the system will also automatically generate a notification to the patron when the status of the item changes.

Document Delivery Library to Patron notification types

Notification Type Description

Manual Sending?

(Email only)

Auto Sending?

(email/sms)

Auto Message Sent Out
New request acknowledged Confirmation to patron that their request was received.

Yes

Yes

When a patron initiated request is assigned a request ID and a Document Delivery Fulfillment Type. If staff create a request for a patron in the system, the patron will not receive this notification.
Request cancelled confirmation Confirmation to patron that request has been canceled.

Yes

Yes

When the Document Delivery request's status becomes Closed (Cancelled).
Printed copy available for pickup Message alerting patron that their item is ready to pickup at their chosen Pickup Location.

Yes

Yes

When a Document Delivery Copy request is fulfilled without a URL link and is marked as complete and the amount of time you selected has passed.

You can select for the notification to be sent out hours, days, or weeks after the item has been received.

Loan available for pickup Message alerting patron that their item is ready to pickup at their chosen Pickup Location.

Yes

 

Yes

When a Document Delivery Loan request is marked as complete and the amount of time you selected has passed.

You can select for the notification to be sent out hours, days, or weeks after the item has been received.

Article available in Article Exchange Message to patron that item is available in Article Exchange with instructions for retrieval.

Yes

Yes

When a Document Delivery Copy request is fulfilled with an Article Exchange link and is marked as complete.
KB link available in user portal Message to patron that item is available in the Knowledge Base with instructions for retrieval.

Yes

No

When a Document Delivery Copy request is fulfilled with a knowledge base link and is marked as complete.
Open Access link available in user portal Message to patron that item is available on the Open Internet with instructions for retrieval.

Yes

No

When a Document Delivery Copy request is fulfilled with an Open Access link and is marked as complete.
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