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<h1>Notices & slips</h1>

<p>All notices and circulation receipts (or slips) generated by Koha can be customized using the Notices &amp; Slips Tool. The system comes with several predefined templates that will appear when you first visit this tool.</p>

<p>Each notice can be edited, but only a few can be deleted, this is to prevent system errors should a message try to send without a template. Each notice and slip can be edited on a per library basis, by default you will see the notices for all libraries.</p>

<p>If you have a style you'd like applied to all slips you can point the SlipCSS preference to a stylesheet. The same is true for notices, using the NoticeCSS preference to define a stylesheet.</p>

<h3>Adding Notices & Slips</h3>

<p>To add a new notice or slip</p>

<ul>
    <li>Click 'New Notice'</li>
    <li>Choose which library this notice or slip is for</li>
    <li>Choose the module this notice is related to</li>
    <li>The Code is limited to 20 characters
<ul>
    <li style="color: #990000;">Important: When working with the overdue notices you want each notice at each branch to have a unique code. Think about using the branch code in front of the notice code for each branch.</li>
</ul>
</li>
    <li>Use the name field to expand on your Code
<ul>
    <li style="background-color: #ffe599;">Tip: With overdue notices, be sure to put your branch name in the description as well so that it will be visible when setting up your triggers.</li>
</ul>
</li>
    <li>Next you can customize the notice for every possible delivery method
<ul>
    <li>Every notice should have an Email template set for it</li>
    <li>If you're using the TalkingTechItivaPhoneNotification service you can set up a Phone notification</li>
    <li>If you plan on printing this notice you can set the Print template next</li>
    <li>If you have enabled SMS notices with the SMSSendDriver preference you can set the text for your SMS notices next</li>
</ul>
</li>
    <li>Each notice offers you the same options
<ul>
    <li>If you plan on writing the notice or slip in HTML check the 'HTML Message' box, otherwise the content will be generated as plain text</li>
    <li>Message Subject is what will appear in the subject line of the email</li>
    <li>In the message body feel free to type whatever message you feel is best, use the fields on the left hand side to enter individualized data from the from database.
<ul>
    <li><span style="color: #990000;">Important: Overdue notices can use &lt;&lt;items.content&gt;&gt; tags by themselves, or use &lt;item&gt;&lt;/item&gt; to span all of the tags.</span>
<ul>
    <li>On overdue notices make sure to use &lt;&lt;items.content&gt;&gt; tags to print out the data related to all items that are overdue.</li>
</ul>
<ul>
    <li>The other option, only for overdue notices, is to use the &lt;item&gt;&lt;/item&gt; tags to span the line so that it will print out multiple lines. One example for the &lt;item&gt;&lt;/item&gt; tag option is:&lt;item&gt;"&lt;&lt;biblio.title&gt;&gt;" by
&lt;&lt;biblio.author&gt;&gt;, &lt;&lt;items.itemcallnumber&gt;&gt;,
Barcode: &lt;&lt;items.barcode&gt;&gt; , Checkout date:
&lt;&lt;issues.issuedate&gt;&gt;, Due date:
&lt;&lt;issues.date_due&gt;&gt; Fine: &lt;&lt;items.fine&gt;&gt; Due date:
&lt;&lt;issues.date_due&gt;&gt; &lt;/item&gt;</li>
</ul>
</li>
    <li style="color: #990000;">Important: Only the overdue notices take advantage of the &lt;item&gt;&lt;/item&gt; tags, all other notices referencing items need to use &lt;&lt;items.content&gt;&gt;</li>
    <li style="background-color: #ffe599;">Tip: To add today's date you can use the &lt;&lt;today&gt;&gt; syntax</li>
</ul>
</li>
</ul>
</li>
</ul>

<h5>Overdue Notice Markup</h5>

<p>When creating your overdue notices there are two tags in addition to the various database fields that you can use in your notices.</p>

<p style="color: #990000;">Important: These new tags only work on the overdue notices, not other circulation related notices at this time.</p>

<p>These tags are &lt;item&gt; and &lt;/item&gt; which should enclose all fields from the biblio, biblioitems, and items tables.</p>

<p>An example of using these tags in a notice template might be like:</p>

<p>The following item(s) is/are currently overdue:</p>

<p>   &lt;item&gt;"&lt;&lt;biblio.title&gt;&gt;" by &lt;&lt;biblio.author&gt;&gt;, &lt;&lt;items.itemcallnumber&gt;&gt;, Barcode: &lt;&lt;items.barcode&gt;&gt; Fine: &lt;&lt;items.fine&gt;&gt;&lt;/item&gt;</p>

<p>Which, assuming two items were overdue, would result in a notice like:</p>

<p>The following item(s) is/are currently overdue:</p>

<p>   "A Short History of Western Civilization" by Harrison, John B, 909.09821 H2451, Barcode: 08030003 Fine: 3.50<br />
   "History of Western Civilization" by Hayes, Carlton Joseph Huntley, 909.09821 H3261 v.1, Barcode: 08030004 Fine: 3.50</p>

<h4>Existing Notices &amp; Slips</h4>

<p>Among the default notices are notices for several common actions within Koha. All of these notices can be customized by altering their text via the Notices &amp; Slips tool and their style using the NoticeCSS preference to define a stylesheet. Here are some of what those notices do</p>
<ul>
    <li>ACCTDETAILS
<ul>
    <li>Sent to patrons when their account is set up if the AutoEmailOPACUser preference is set to 'Send'</li>
</ul>
</li>
    <li>ACQCLAIM (Acquisition Claim)
<ul>
    <li>Used in the claim acquisition module</li>
    <li><em>Get there:</em> More &gt; Acquisitions &gt; Late issues</li>
</ul>
</li>
    <li>CHECKIN
<ul>
    <li>This notice is sent as the 'Check in' notice for all items that are checked in</li>
    <li>This notice is used if two criteria are met:
<ol>
    <li>The EnhancedMessagingPreferences is set to 'Allow'</li>
    <li>The patron has requested to receive this notice
<ul>
    <li><em>Get there: </em>OPAC &gt; Login &gt; my messaging</li>
    <li><em>Get there: </em>Staff Client &gt; Patron Record &gt; Notices</li>
</ul>
</li>
</ol>
</li>
</ul>
</li>
    <li>CHECKOUT
<ul>
    <li>This notice is sent as the 'Check out' notice for all items that are checked out</li>
    <li>This notice is used if two criteria are met:
<ol>
    <li>The EnhancedMessagingPreferences is set to 'Allow'</li>
    <li>The patron has requested to receive this notice
<ul>
    <li><em>Get there: </em>OPAC &gt; Login &gt; my messaging</li>
    <li><em>Get there: </em>Staff Client &gt; Patron Record &gt; Notices</li>
</ul>
</li>
</ol>
</li>
</ul>
</li>
    <li>DUE
<ul>
    <li>This notice is sent as the 'Item due' for an item is due</li>
    <li>This notice is used if two criteria are met:
<ol>
    <li>The EnhancedMessagingPreferences is set to 'Allow'</li>
    <li>The patron has requested to receive this notice
<ul>
    <li><em>Get there: </em>OPAC &gt; Login &gt; my messaging</li>
    <li><em>Get there: </em>Staff Client &gt; Patron Record &gt; Notices</li>
</ul>
</li>
</ol>
</li>
</ul>
</li>
    <li>DUEDGST
<ul>
    <li>This notice is sent as the 'Item due' for all items that are due</li>
    <li>This notice is used if two criteria are met:
<ol>
    <li>The EnhancedMessagingPreferences is set to 'Allow'</li>
    <li>The patron has requested to receive this notice as a digest
<ul>
    <li><em>Get there: </em>OPAC &gt; Login &gt; my messaging</li>
    <li><em>Get there: </em>Staff Client &gt; Patron Record &gt; Notices</li>
</ul>
</li>
</ol>
</li>
</ul>
</li>
    <li>HOLD (Hold Available for Pickup)
<ul>
    <li>This notice is used if two criteria are met:
<ol>
    <li>The EnhancedMessagingPreferences is set to 'Allow'</li>
    <li>The patron has requested to receive this notice
<ul>
    <li><em>Get there: </em>OPAC &gt; Login &gt; my messaging</li>
    <li><em>Get there: </em>Staff Client &gt; Patron Record &gt; Notices</li>
</ul>
</li>
</ol>
</li>
    <li>When this notice references the branches table it is referring to the pickup branch information.</li>
</ul>
</li>
    <li>HOLDPLACED (a notice to the library staff that a hold has been placed)
<ul>
    <li>This notice requires the emailLibrarianWhenHoldIsPlaced system preference to be set to 'Enable'</li>
    <li>When this notice references the branches table it is referring to the pickup branch information.</li>
</ul>
</li>
    <li>ODUE (Overdue Notice)
<ul>
    <li>This notice is used to send Overdue Notices to Patrons</li>
    <li>Requires that you set Overdue Notice/Status Triggers</li>
</ul>
</li>
    <li>PREDUE
<ul>
    <li>This notice is sent as the 'Advanced notice' for an item is due</li>
    <li>This notice is used if two criteria are met:
<ol>
    <li>The EnhancedMessagingPreferences is set to 'Allow'</li>
    <li>The patron has requested to receive this notice
<ul>
    <li><em>Get there: </em>OPAC &gt; Login &gt; my messaging</li>
    <li><em>Get there: </em>Staff Client &gt; Patron Record &gt; Notices</li>
</ul>
</li>
</ol>
</li>
</ul>
</li>
    <li>PREDUEDGST
<ul>
    <li>This notice is sent as the 'Advanced notice' for all items that are due</li>
    <li>This notice is used if two criteria are met:
<ol>
    <li>The EnhancedMessagingPreferences is set to 'Allow'</li>
    <li>The patron has requested to receive this notice as a digest
<ul>
    <li><em>Get there: </em>OPAC &gt; Login &gt; my messaging</li>
    <li><em>Get there: </em>Staff Client &gt; Patron Record &gt; Notices</li>
</ul>
</li>
</ol>
</li>
</ul>
</li>
    <li>RENEWAL
<ul>
    <li>This notice is sent as the 'Check out' notice for all items that are renewed</li>
    <li>This notice is used if three criteria are met:
<ol>
    <li>The EnhancedMessagingPreferences is set to 'Allow'</li>
    <li>The RenewalSendNotice preference is set to 'Send'</li>
    <li>The patron has requested to receive the checkout notice
<ul>
    <li><em>Get there: </em>OPAC &gt; Login &gt; my messaging</li>
    <li><em>Get there: </em>Staff Client &gt; Patron Record &gt; Notices</li>
</ul>
</li>
</ol>
</li>
</ul>
</li>
    <li>RLIST (Routing List)
<ul>
    <li>Used in the serials module to notify patrons/staff of new issues of a serial
<ul>
    <li><em>Get there:</em> More &gt; Serials &gt; New Subscription</li>
</ul>
</li>
    <li>You have the option to select the 'Routing List' notice when creating a new subscription (Choose from the 'Patron notification' drop down).</li>
    <li style="background-color: #ffe599;">Tip: Notice also that if you'd like to notify patrons of new serial issues, you can click on 'define a notice' which will take you to the 'Notices' tool</li>
</ul>
</li>
    <li>SHARE_ACCEPT
<ul>
    <li>Used to notify a patron when another patron has accepted their shared list.</li>
    <li>Requires that you set OpacAllowSharingPrivateLists to 'Allow'</li>
</ul>
</li>
    <li>SHARE_INVITE
<ul>
    <li>Used to notify a patron that another patron would like to share a list with them.</li>
    <li>Requires that you set OpacAllowSharingPrivateLists to 'Allow'</li>
</ul>
</li>
</ul>

<p>There are also a set of predefined slips (or receipts) listed on this page. All of these slips can be customized by altering their text via the Notices &amp; Slips tool and their style using the SlipCSS preference to define a stylesheet. Here is what those slips are used for:</p>

<ul>
    <li>ISSUEQSLIP
<ul>
    <li>Used to print the quick slip in circulation</li>
    <li>The quick slip only includes items that were checked out today</li>
</ul>
</li>
    <li>ISSUESLIP
<ul>
    <li>Used to print a full slip in circulation</li>
    <li>The slip or receipt will show items checked out today as well as items that are still checked out</li>
</ul>
</li>
    <li>HOLD_SLIP
<ul>
    <li>Used to print a holds slip</li>
    <li>The holds slip is generated when a hold is confirmed</li>
</ul>
</li>
    <li>TRANSFERSLIP
<ul>
    <li>Used to print a transfer slip</li>
    <li>The transfer slip is printed when you confirm a transfer from one branch to another in your system</li>
</ul>
</li>
</ul>

<p><strong>See the full documentation for Notices in the <a href="http://manual.koha-community.org/[% helpVersion %]/en/notices.html">manual</a> (online).</strong></p>

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