Create notices in FOLIO

[CUSeif]

Create notices in FOLIO that mirror notices currently generated in Sierra

• Do all Sierra notices have a similar notice in FOLIO?
• Do we need all notices that Sierra generates?
• Does FOLIO allow the same information to be placed in the notices?
• Does FOLIO allow for print notices and how does it interact with our current receipt printers

[libraryfemme]

Borrowing ILLs (for CU patrons from other libraries) have their own overdue notice for CU patrons in Sierra. This is because renewals cannot be completed in Sierra. They have to go through ILLiad instead, so special wording is required. I am checking with Lisa Tatum on the Lending ILL notices. @CUSeif

[CUSeif]

This is because renewals cannot be completed in Sierra.

Do we know that this is true in FOLIO?

[libraryfemme]

@CUSeif Yes, at least for the ILLs that we borrow through OCLC. It may be possible in ReShare, but that is a ways away.

[jwfuller]

Circ Policy Pod has documented the Sierra notices

[katallm]

Current Status of Notices

Updating this to note which notice policies are currently active, what they do, and which templates are completed (in a temporary version.)

Any templates created below are just for sandbox testing purposes.

Staff Slips

• [x] Hold
  • Needs to be edited in accordance with #109
• [x] Pick slip
  • Temporary template done
• [ ] Request delivery
  • Needs to be created
• [x] #214

Patron notice policies

• [ ] Active: All Loan and Request Notices
  • Loans: check out triggers email
  • Requests: awaiting pickup triggers email; cancellation triggers email
• [ ] Inactive: Send No Notices
  • sends no emails for loans, requests, or fees/fines