Create and Send notices

Knowledge Base > Create and Send notices

Selecting Notice Parameters

  1. In Sierra, select Notices from the Functions drop-down menu.
  2. Click the New icon to create new notices.
  3. Choose the type of notices you would like to pull by selecting your desired type from the Notice Type drop-down menu.
  4. In the Location pane, your library should be the default selection.
  5. To change the order in which Sierra lists the notices, click the Sort By button and enter the fields by which you wish to sort:
  1. Line – The order in which the sorts are applied (e.g. Sierra sorts notices by Line 1 and then sub-sorts them by Line 2).
  2. Type – The record type that contains the field by which Sierra should sort the notices (Bibliographic, Item, or Patron).
  3. Field – The field by which Sierra should sort the notices (e.g. money owed).

Sierra displays the list of valid values in that element. Choose the value you want to use by clicking on it. Sierra inserts the value in the selected element.

 

  • Append – Creates an entry after any previously specified criteria.
  • Insert – Creates an entry at the currently selected line.
  • Delete – Deletes the currently selected line.

To delete a Sort By entry, click its row and choose Delete. To close the Sort Notices table without saving your changes, choose Cancel. To save your entries, choose Save. Sierra will change the label of the Sort By button to reflect the criteria that you entered.

    1. Sierra will use the “Default” email subject line by default but you can also choose an alternate subject line for emailed notices. To do this, choose the Email Subject button. This will display all options, including “Default.” Select the subject line you like and click OK.
    2. Under Options, Sierra offers several options depending on the type of notice. Not all will be available for every notice. They are listed below:
  • Amount Owed – Limit the statements of charges you generate by the amount patron records owe your library. Use the Greater Than and Less Than text boxes to specify the desired range.
  • Bills less than <amount> will not be sent – Displays the minimum charge required for Sierra to generate a fine notice.
  • Change Address – By default, Sierra includes ADDRESS1 field from the patron record on the circulation notices for all P TYPES. You will not need to change this feature. Academic and school libraries use this to mail notices to non campus addresses during recessed periods.
  • Include Amount Owed – Include the total amount, if any, that a patron owes the library.
  • Include Telephone Number – If you select this option, Sierra includes the patron’s telephone number on the notices that you generate.
  • Limit by P TYPE – My default, Sierra generates notices for patron records of all P TYPE(s). To limit the patron records for whom you generate the notices by P TYPE, choose the “Limit By P TYPE” button. In the dialog, select the P TYPE(s) for whom you want to generate the notices. Choose Save or Cancel to retain or discard your changes.
  • Limit To – Limit the types of items that can appear in the statements of checked-out items that you generate.
  • Overdue Level – Specify which level(s) you want to generate notices for.
  • Overdue Status – Specify the overdue items for which you want to generate notices.
    1. To save your options and parameters for reuse at a later time:
      • click the Save As icon.
      • Select Local Printer and click Print.
      • Select your printer and click Print.
      • In the text box next to Job Name, enter a name that you will remember and click OK.