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OCLC Support

Patron and library messaging

Find information on patron or portal messaging in the Staff Portal.

Patron Message

When viewing a patron request configured with a messaging method of email and an email address, staff members will see the “Patron Message” button displayed within the button options at the bottom of each processing tab (Loan |Supply | Unfilled/Cancel | Bib Info | …)

PatronNotify1.png

The Notify message input field, if displayed, enables staff to select from a pre-configured list of patron messages that can be used as a template to assist staff in the preparation of the desired message. These pre-configured messages are configured via the use of the Table Maintenance function.

 Note: The constructed message can include HTML.

PatronNotify2.png

Message supplier button

The Message Supplier button, when enabled, will display at the bottom of each processing tab (Loan |Supply | Unfilled/Cancel | Bib Info | …). Requesting and supplying libraries can click on the message supplier button to communicate back and forth.

The requesting library can click on the message supplier button, a general message to the supplier, with their preferred communication method, will pop up. The requesting library can choose a pre-defined subject, draft a message to the supplier, and click submit.

The supplying library can view a request from another institution by clicking the Message Requester button. The supplying library can generate a general message to the requesting library based on the communication protocol associated with the request.

Selection of either the Message Supplier or Message Requester options will spawn the associated modal.

GeneralMessage2.png

 

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