[OPEN-ILS-GENERAL] Reminders for expiring cards

[Morgan, Michele]

Hi Vince,

We just implemented the card expiration action trigger on our 2.8 system
this month. We also have many patrons who primarily use OverDrive and
electronic resources.

We are sending a notice 30 days before the expiration and another 14 days
before. We have also set the triggers to add notifications to the message
center so patrons will be notified when they log into the catalog.

There is also a library setting which provides a warning in the staff
client when the soon to expire patron record is retrieved.

Our hope is that the variety of notification formats will reach most of our
patrons before they are inconvenienced by an expired account.

Hope this helps,
Michele

--
Michele M. Morgan, Technical Assistant
North of Boston Library Exchange, Danvers Massachusetts
mmorgan at noblenet.org


On Sat, Dec 19, 2015 at 8:29 PM, Josh Stompro <stomproj at exchange.larl.org>
wrote:

> The feature can be added to any somewhat recent version [2.6+] of
> Evergreen if you don’t want to wait until you upgrade to 2.9.  See the bug
> report [1] that has steps on how to enable it along with links to the
> files.  I have some in progress docs for enabling it also [2].
>
>
>
> 1 - https://bugs.launchpad.net/evergreen/+bug/1124498
>
> 2 - https://gist.github.com/stompro/5574d7e4587d3c3e7587
>
>
>
> Josh
>
>
>
> *From:* Open-ils-general [mailto:
> open-ils-general-bounces at list.georgialibraries.org] *On Behalf Of *Angela
> Kilsdonk
> *Sent:* Friday, December 18, 2015 4:43 PM
> *To:* Evergreen Discussion Group; vgiordano at juniatalibrary.org
> *Subject:* Re: [OPEN-ILS-GENERAL] Reminders for expiring cards
>
>
>
> Hi Vince,
>
>
>
> In version 2.9 there is a new Action Trigger called "30 Day Account
> Expiration Courtesy Notice" that can be used to send patrons a reminder
> that their accounts will expire in the near future.  The Action Trigger can
> be modified for a time period other than 30 days.
>
>
>
> Hope this helps,
>
> Angela
>
>
>
> On Fri, Dec 18, 2015 at 4:33 PM, Vince Giordano <
> vgiordano at juniatalibrary.org> wrote:
>
> Does anyone use a method for reminding patrons that their library card is
> soon expiring?
>
>
>
> We are having patrons who primarily use Overdrive contact us and say there
> is an error or block on their account (due to their card expiring). I
> didn't know if there was a feature to send out a courtesy email of some
> kind. Putting a reminder message on the footer of the print receipt is one
> I am considering.
>
>
>
>
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>
> Angela Kilsdonk
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