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cat:item_alert_messages_and_item_notes [2019/07/23 15:37]
ehardy [Adding and Managing Item Alert Messages]
cat:item_alert_messages_and_item_notes [2020/03/13 11:26] (current)
ehardy [Alert Message Types]
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 ===== 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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 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 Checkout" ​and 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 |}}
cat/item_alert_messages_and_item_notes.1563910624.txt.gz · Last modified: 2019/07/23 15:37 by ehardy