Notification preferences tab
The seventh tab on the Customer administration screen contains notification preferences. These settings determine how the customer will be contacted by the library.
Customer details
| Field | Definition |
|---|---|
| Customer receipts | Default receipt type preferences can be made for each service desk. These settings are configured in Branch management. For more information, see Service desk profiles. Receipt preferences can also be configured at the customer level. If a customer does not wish to receive printed receipts, select No and no receipt will be printed when items are checked out. |
| Hold notifications |
By default, hold notifications are sent to a customer when holds are available for pick up. If the customer would prefer to not receive hold notifications, select No. Hold notifications may be configured to not be sent to Library-at-home customers or special customers, where materials are delivered instead of picked up. |
| Classification | A membership can have separate classification codes. This section is used to divide customers into specific groups. This might include outreach customers. |
| Preferred language | Select the customer's preferred language. |
| External number | This field allows you to store a customer's number from a system outside of the library. Examples include student ID numbers, card numbers from other library systems, passport numbers, etc. This field can be searched in the Number field on the customer search screen if longer than 7 characters. |
| External number 2 | This field allows you to store a customer's number from a system outside of the library. Examples include student ID numbers, card numbers from other library systems, passport numbers, etc. This field can be searched via the first number field or the special external number field. |
| Proof of ID | A proof of ID can be indicated here if required for account verification. |
| Identification Type | The type of identification provided for Proof of ID. |
| State | The state that issued the provided Proof of ID. |
| Username | A selected username for the customer. |
| Library at home delivery | Library-at-home services are assigned using the Delivery process. For more information, see Library-at-home customers. |
| Account manager | Not for use in US libraries. Name of the account manager, if one has been assigned to this account. |
| CoC number | Chamber of Commerce number. |
| Reading disability | This field appears if the TABKLH System option is enabled. Select if the customer has a reading disability. |
| Delivery process | This selection appears if your library is using alternative item delivery processes. If the customer is using an alternate delivery process, select the process from the drop-down list. See Service Points and Delivery Process for more information. |
| Can upload student file for | Not for use in US libraries. |
| Download student file via My Menu. | Check this box to allow the customer to download their personal data via the web catalog. When checked, a Download personal data link will appear in the customer's My Account. The customer can follow the link to download their data. |
Message preferences
Customers can select how they receive communications from the library. These selections can be made at the service desk or in My Account, if enabled by the library. If no selections are made by the customer, default selections, as defined in Wise configuration manager will apply. Message preferences are determined by your library, to change configuration options, contact your system administrator.
For each message type, the customer can select from available options, as configured by your library. Options can include:
| Selection | Description |
|---|---|
| None | No messages are sent. The customer must explicitly choose this preference. This option is only available if the message type is useful, but not necessary. |
| <default> | The default value, determined by the system, is used. |
| Messages are printed and mailed to the customer. | |
| This option can only be selected if the customer has provided an email address. If an email address is not known for the customer, the system will prompt that an email address is needed to use this option. | |
| Text message | This option can only be selected if the customer has provided a telephone number to receive text messages. |
| Inbox | This option sends the message to the customer's inbox in My Account. If push notifications are offered, the customer also has the option to receive messages to both email and inbox. |
| Telephone | Automated phone messages can be selected, when implemented by the library. The customer must provide a phone number in order to select this option. |
Messages can be configured for the following message types. Message types are configured in the Wise configuration manager at OCLC Wise > Products and Services > Subscriptions > Card configuration > Message preference configuration:
- New arrivals alert
- Return request (free)
- Notification-1
- Notification-2
- Return notification
- Renewal confirmation
- Hold confirmation
- Hold (pick up) notification
- Replacement cost bill
- Replacement cost bill, notification
- Registration bill, notification