Patron notices sent/printed ad-hoc

Description

Use cases:

  1. Query users for specific criteria, such as near expiration date (or graduation date) and owe the library more than $100, in order to send these users an ad-hoc notice.

  2. Query users once a quarter for outstanding fee/fines and send reminder notices with a comprehensive list of all fee/fines on a single notice per patron.

  3. From Duke: It may be the case that we want to do a second notice for a hold pickup ad-hoc, rather than systematically. I can see branches that might want both - our bigger branches wanting second notices to go automatically to save overhead, whereas smaller branches want to do it for particular patrons but not bother others.

Priority

Fix versions

None

Development Team

Volaris

Assignee

Solution Architect

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None

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Lola EstelleAugust 9, 2024 at 6:05 PM

Use case from Seton Hall -- library would like the ability for staff to, by request, email a user with a list of open loans.

Current workaround is to export csv of open loans from user record.

Molly DriscollJune 4, 2024 at 6:45 PM

The University of Scranton suggested another use case for this development: testing circulation templates prior to deploying them to circulation rules.

Right now, the process for creating, editing, and testing templates can be prolonged by manual manipulation required on circulation transactions to see behavior not present in the preview (e.g. what the template looks like with multiple loans included).

David BottorffJuly 9, 2019 at 6:26 PM

This is not a need feature for Chicago

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Created June 13, 2019 at 7:01 PM
Updated August 9, 2024 at 6:05 PM
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