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cat:item_alert_messages_and_item_notes

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cat:item_alert_messages_and_item_notes [2019/01/20 22:51] – [Adding and maintaining Item Notes] ehardycat:item_alert_messages_and_item_notes [2019/07/23 19:37] – [Adding and Managing Item Alert Messages] ehardy
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 Item alerts are messages attached to items for a specific circulation event to inform staff of a condition that requires their action. Alert messages must be acknowledged or, in the case of temporary ones, deleted by clearing in order for the event to proceed. Multiple alerts, both persistent and temporary can be added to a single item. In some cases, staff can add identical alerts to multiple items simultaneously. Some screens also have an Alerts column that provides a Manage button to quickly open the Alert manager an existing alert. Messages can be edited here and temporary ones cleared one at a time. Batch functions are not available in manage alerts. Item alerts are messages attached to items for a specific circulation event to inform staff of a condition that requires their action. Alert messages must be acknowledged or, in the case of temporary ones, deleted by clearing in order for the event to proceed. Multiple alerts, both persistent and temporary can be added to a single item. In some cases, staff can add identical alerts to multiple items simultaneously. Some screens also have an Alerts column that provides a Manage button to quickly open the Alert manager an existing alert. Messages can be edited here and temporary ones cleared one at a time. Batch functions are not available in manage alerts.
  
-Item alert messages are governed by local policy and practice. Local system and branch staff can add alert messages as defined by that local policy. Item alert messages are not required by borader PINES policy, but are considered best practice to guide staff in handling items with special requirements. Alert messages should not be used to violate PINES policy, however.+Item alert messages are governed by local policy and practice. Local system and branch staff can add alert messages as defined by that local policy. Item alert messages are not required by broader PINES policy, but are considered best practice to guide staff in handling items with special requirements. Alert messages should not be used to violate PINES policy, however.
  
 ===== Alert Message Types ===== ===== Alert Message Types =====
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 In consultation with the system director and other local staff, local administrators can assign permissions governing alert messages to circulation staff. Permissions are: In consultation with the system director and other local staff, local administrators can assign permissions governing alert messages to circulation staff. Permissions are:
  
-  * CREATE_COPY_ALERT +<wrap indent>CREATE_COPY_ALERT</wrap>\\ 
-  DELETE_COPY_ALERT +<wrap indent>DELETE_COPY_ALERT</wrap>\\ 
-  UPDATE_COPY_ALERT+<wrap indent>UPDATE_COPY_ALERT</wrap>\\
  
 ===== Column configuration for alert messages ===== ===== Column configuration for alert messages =====
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-Since information of a local nature cannot be added to a bibliographic record in the PINES database (see [[cat:copy_cataloging_procedures|Copy Cataloging Procedures]]), item notes are attached to items to provide local information. Item notes are governed by local policy and procedures and there use is optional for libraries. While there is no PINES policy that governs there use, best practice is to use defined titles for the notes and similar language for notes using the same title.+Since information of a local nature cannot be added to a bibliographic record in the PINES database (see [[cat:copy_cataloging_procedures|Copy Cataloging Procedures]]), item notes are attached to items to provide local information. Item notes are governed by local policy and procedures and their use is optional for libraries. While there is no PINES policy that governs their use, best practice is to use defined titles for the notes and similar language for notes using the same title.
  
 Notes can be public and thus visible in the OPAC or just visible in the item editor. Typical public notes might identify a donor, or that an item is missing accompanying material. Private notes might indicate which staff member has an Office copy. Multiple notes can be added to a single item; but must be added one at a time in the item editor. Identical item notes can be added to several items simultaneously in the item editor. To complete item note actions, always remember to click on Save & Exit. Notes can be public and thus visible in the OPAC or just visible in the item editor. Typical public notes might identify a donor, or that an item is missing accompanying material. Private notes might indicate which staff member has an Office copy. Multiple notes can be added to a single item; but must be added one at a time in the item editor. Identical item notes can be added to several items simultaneously in the item editor. To complete item note actions, always remember to click on Save & Exit.
cat/item_alert_messages_and_item_notes.txt · Last modified: 2023/03/22 12:04 by ehardy