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Loan Claim Confirmation

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Create this notification template to confirm that a loaned item's status was updated by library staff to Lost, Claimed Returned, or Claimed Never Had.

Use this notification to confirm that a loaned item's status was updated by library staff to Lost, Claimed Returned, or Claimed Never Had. This notification is automatically emailed as soon as an item changes status. The template for this notification is assigned by the Patron Type Policy  in OCLC Service Configuration.  Refer to Patron Type Policy. 

  • Once you have created the Loan Claim Confirmation template, assign this template to a Patron Type Policy.

Create the Loan Claim Confirmation template

To create the template:

  1. From the Loans templates screen, select Loan Claim 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 Patron Type 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 Loan Details. 
    1. Determine how to organize the loan details. Options include:
      • Title
      • Loan Claimed 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)
        • Item Barcode
        • Item Call Number
        • Item Description
        • Item Enumeration and Chronology
        • Item Holding Institution
        • Item Holding Location
        • Item Shelving Location
        • Automatic Renewal Indicator
        • Checkout Date/Time
        • Loan Claimed Date/Time
        • Loan Claim Reason
        • Due Date/Time
        • Loan Proxy Indicator
        • Renewal Count
    4. Drag the data fields up and down to change the order in which they appear. 
    5. Click Save.

Once you have created the Loan Claim Confirmation template, assign this template to a Patron Type Policy.

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.

Assign the Loan Claim Confirmation template to a Patron Type Policy

Once you have created a Loan Overdue Notice in the Loans section of the Next-Generation Notifications module, complete the below settings in the Patron Type Policy.

For additional information on creating or editing Patron Type Policies, refer to Patron Type Policy.

  • Loan Claim Confirmation: Select which Loan Claim Confirmation template to use for notifications. Once assigned, the patron type will be sent a notification when an item's status is updated by library staff to Lost, Claimed Returned, or Claimed Never Had. 
    • Template: Use the drop-down to select the desired Template. Refer to Loan Claim Confirmation for more information. 
    • 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 Loan Claim 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.