Re: [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
mmor...@noblenet.org


On Sat, Dec 19, 2015 at 8:29 PM, Josh Stompro <stomp...@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-boun...@list.georgialibraries.org] *On Behalf Of *Angela
> Kilsdonk
> *Sent:* Friday, December 18, 2015 4:43 PM
> *To:* Evergreen Discussion Group; vgiord...@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 <
> vgiord...@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.
>
>
>
>
> <https://www.avast.com/?utm_medium=email_source=link_campaign=sig-email_content=webmail>
>
> This email has been sent from a virus-free computer protected by Avast.
> *www.avast.com*
> <https://www.avast.com/?utm_medium=email_source=link_campaign=sig-email_content=webmail>
>
>
>
>
> <https://www.avast.com/?utm_medium=email_source=link_campaign=sig-email_content=webmail>
>
>
> <https://www.avast.com/?utm_medium=email_source=link_campaign=sig-email_content=webmail>
>
> --
> <https://www.avast.com/?utm_medium=email_source=link_campaign=sig-email_content=webmail>
>
> Angela Kilsdonk
> <https://www.avast.com/?utm_medium=email_source=link_campaign=sig-email_content=webmail>
>
> Education Manager
> <https://www.avast.com/?utm_medium=email_source=link_campaign=sig-email_content=webmail>
>
> Equinox Software Inc. / The Open Source Experts
> <https://www.avast.com/?utm_medium=email_source=link_campaign=sig-email_content=webmail>
>
> 1-877-OPEN-ILS (673-6457)
> <https://www.avast.com/?utm_medium=email_source=link_campaign=sig-email_content=webmail>
>

Re: [OPEN-ILS-GENERAL] Reminders for expiring cards

[Josh Stompro]

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-boun...@list.georgialibraries.org] On Behalf Of Angela 
Kilsdonk
Sent: Friday, December 18, 2015 4:43 PM
To: Evergreen Discussion Group; vgiord...@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 
<vgiord...@juniatalibrary.org<mailto:vgiord...@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.

<https://www.avast.com/?utm_medium=email_source=link_campaign=sig-email_content=webmail>

This email has been sent from a virus-free computer protected by Avast.
www.avast.com 
<https://www.avast.com/?utm_medium=email_source=link_campaign=sig-email_content=webmail>



<https://www.avast.com/?utm_medium=email_source=link_campaign=sig-email_content=webmail>
 
<https://www.avast.com/?utm_medium=email_source=link_campaign=sig-email_content=webmail>
-- 
<https://www.avast.com/?utm_medium=email_source=link_campaign=sig-email_content=webmail>
Angela 
Kilsdonk<https://www.avast.com/?utm_medium=email_source=link_campaign=sig-email_content=webmail>
Education 
Manager<https://www.avast.com/?utm_medium=email_source=link_campaign=sig-email_content=webmail>
Equinox Software Inc. / The Open Source 
Experts<https://www.avast.com/?utm_medium=email_source=link_campaign=sig-email_content=webmail>
1-877-OPEN-ILS 
(673-6457)<https://www.avast.com/?utm_medium=email_source=link_campaign=sig-email_content=webmail>

Re: [OPEN-ILS-GENERAL] Reminders for expiring cards

[Elisabeth Keppler]

We are SO looking forward to 2.9!

On Fri, Dec 18, 2015 at 5:43 PM, Angela Kilsdonk 
wrote:

> 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 <
> vgiord...@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.
>>
>>
>> 
>>  This
>> email has been sent from a virus-free computer protected by Avast.
>> www.avast.com
>> 
>> <#151b74415727455e_151b73aae23db4a4_DDB4FAA8-2DD7-40BB-A1B8-4E2AA1F9FDF2>
>>
>
>
>
> --
> Angela Kilsdonk
> Education Manager
> Equinox Software Inc. / The Open Source Experts
> 1-877-OPEN-ILS (673-6457)
>



-- 
Lise Keppler, Technical Services
Forsyth County Public Library
2851 Fairlawn Dr
Winston Salem NC  27106
336-703-3048

Re: [OPEN-ILS-GENERAL] Reminders for expiring cards

[Elisabeth Keppler]

Forsyth NC runs a report on the 15th of every month identifying the email
addresses of those patrons whose cards expire the next month.  We use
vendor Constant Contact to send a mass email to all those addresses letting
the patrons know that their cards are due to expire.  Included in the text
of the message are instructions for how to renew.  Hope that helps!

Thanks,
Lise

On Fri, Dec 18, 2015 at 5:33 PM, Vince Giordano <
vgiord...@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.
>
>
> 
>  This
> email has been sent from a virus-free computer protected by Avast.
> www.avast.com
> 
> <#151b73adbade270e_DDB4FAA8-2DD7-40BB-A1B8-4E2AA1F9FDF2>
>



-- 
Lise Keppler, Technical Services
Forsyth County Public Library
2851 Fairlawn Dr
Winston Salem NC  27106
336-703-3048

Re: [OPEN-ILS-GENERAL] Reminders for expiring cards

[Angela Kilsdonk]

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 <
vgiord...@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.
>
>
> 
>  This
> email has been sent from a virus-free computer protected by Avast.
> www.avast.com
> 
> <#151b73aae23db4a4_DDB4FAA8-2DD7-40BB-A1B8-4E2AA1F9FDF2>
>



-- 
Angela Kilsdonk
Education Manager
Equinox Software Inc. / The Open Source Experts
1-877-OPEN-ILS (673-6457)

[OPEN-ILS-GENERAL] Reminders for expiring cards

[Vince Giordano]

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.


This
email has been sent from a virus-free computer protected by Avast.
www.avast.com

<#DDB4FAA8-2DD7-40BB-A1B8-4E2AA1F9FDF2>