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cat:item_alert_messages_and_item_notes [2019/01/20 22:07] – [Adding alert messages in Holdings View] ehardycat:item_alert_messages_and_item_notes [2023/03/22 12:04] (current) – [Adding and maintaining Item Notes] 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 =====
  
-Alert messages are assigned an alert event type when created. This type governs the kind of circulation event that controls when the alert message appears. Currently, PINES has only implemented two types: Normal Check In and Normal Checkout. No other alert type should be used by PINES libraries. +Alert messages are assigned an alert event type when created. This type governs the kind of circulation event that controls when the alert message appears. Currently, PINES has only implemented three types: Normal checkout and checkin, Normal checkin, and Normal checkout. No other alert type should be used by PINES libraries. 
  
-Normal Check In alerts halt the check in process and Normal Checkout alerts halt the checkout process. Items can have both alert types. Libraries with self-checkout devices that do not accommodate alert messages may wish to set alert messages for only check in so that staff can monitor the number of pieces returned, for example. +Normal Check In alerts halt the check in process and Normal Checkout alerts halt the checkout process. Normal checkout and checkin alerts halt both checkin and checkout processes. Libraries with self-checkout devices that do not accommodate alert messages may wish to set alert messages for only check in so that staff can monitor the number of pieces returned, for example. 
  
 ===== Categories of Alert Messages ===== ===== Categories of Alert Messages =====
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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>\\ 
 +<wrap indent>VIEW_COPY_ALERT</wrap>\\
  
 ===== Column configuration for alert messages ===== ===== Column configuration for alert messages =====
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 Alert messages, either temporary or persistent, can be added or managed either in item editor or in holdings view. Within the item editor, you cannot add alert messages to multiple items but you can add multiple alerts to multiple call numbers with only one item attached. You can add to multiple items simultaneously in Holdings View and Item status. Alert messages can be edited in Alerts management across multiple items at one time but cannot be removed in batch. Several messages can be added to one item. Alert messages, either temporary or persistent, can be added or managed either in item editor or in holdings view. Within the item editor, you cannot add alert messages to multiple items but you can add multiple alerts to multiple call numbers with only one item attached. You can add to multiple items simultaneously in Holdings View and Item status. Alert messages can be edited in Alerts management across multiple items at one time but cannot be removed in batch. Several messages can be added to one item.
- 
-<note important> 
-The alert message count in holdings view does not update after alert messages are removed from the item. 
-</note> 
 ===== Adding alert messages in the Item Editor ===== ===== Adding alert messages in the Item Editor =====
  
  
-Alert messages can be added for just check in, just checkout, or for both. They can be temporary or persistent. Some libraries add alert messages to remind staff to verify accompanying material or multiple pieces are present for check out and were returned at check in. Alert messages or both check in and checkout require two messages. You can only add one message at a time in the item editor; however, you can immediately add subsequent alert messages from holdings view.+Alert messages can be added for just check in, just checkout, or for both. They can be temporary or persistent. Some libraries add alert messages to remind staff to verify accompanying material or multiple pieces are present for check out and were returned at check in. Alert messages for both check in and checkout should use the alert type "Normal checkout and checkin". You can only add one message at a time in the item editor; however, you can immediately add subsequent alert messages from holdings view. 
 If you are adding multiple call numbers to either the same or several libraries, you can add the same alert message to each one simultaneously from the item editor. However, you cannot add alert messages simultaneously while adding multiple items to a bibliographic record. If you are adding multiple call numbers to either the same or several libraries, you can add the same alert message to each one simultaneously from the item editor. However, you cannot add alert messages simultaneously while adding multiple items to a bibliographic record.
 +
  
 Within the item editor, scroll to the bottom and Click on the Item Alerts button: Within the item editor, scroll to the bottom and Click on the Item Alerts button:
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-The New Item Alert box opens. Choose the type, either Normal Checkin or Normal Checkoutand add text for the message. If the alert message is temporary, check the temporary box. When finished, click on the OK button.+The New Item Alert box opens. Choose the type, either "Normal checkout and Checkin," "Normal Checkin," or "Normal Checkoutand add text for the message. If the alert message is temporary, check the temporary box. When finished, click on the OK button.
  
 {{ :cat:alert_msgs_in_cataloging_2.png?400 |}} {{ :cat:alert_msgs_in_cataloging_2.png?400 |}}
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 You can manage existing item alert messages either from the Manage button in the Alerts column: You can manage existing item alert messages either from the Manage button in the Alerts column:
  
-{{ :cat:alert_msgs_in_cataloging_5.png?400 |}}+{{ :cat:alert_msgs_in_cataloging_5.png?200 |}}
  
  
 Or from the Actions menu – Edit – Manage item Alerts: Or from the Actions menu – Edit – Manage item Alerts:
  
-{{ :cat:alert_msgs_in_cataloging_6.png?200 |}}+{{ :cat:alert_msgs_in_cataloging_6.png?400 |}}
  
  
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 You can also add and manage item alerts from menus under Circulation and Item Status (F5).see //Adding and Managing Item Alerts at Circulation// in this page above for more information. You can also add and manage item alerts from menus under Circulation and Item Status (F5).see //Adding and Managing Item Alerts at Circulation// in this page above for more information.
- 
  
  
  
cat/item_alert_messages_and_item_notes.1548022076.txt.gz · Last modified: 2019/01/20 22:07 by ehardy