Is there a central repository for sharing customized letters?

Answer

XSL templates and sample XML for customized Alma letters can be found below. For information on how to customize letters, please see https://sunyolis.libanswers.com/faq/277717

Customized Letters

FulReasourceRequestSlipLetter that states whether a requested item is a resource sharing request and includes a mailing for home/office delivery

This is the letter than prints when you print your Pick From Shelf list. The default template does not clearly state whether the request is a resource sharing request or a local hold request. This customized template will say "Resource Sharing Request" or "Requested For: LastNme, FirstName" depending on the type of request.

You'll need to edit the code for the address labels to include your return address. Please note that there are separate labels for home and office delivery (only one will every appear on a letter), so the return address must be edited twice. Here is that code.

<xsl:choose>
<xsl:when test="notification_data/destination='Office Delivery'" >
 <table cellspacing="0" cellpadding="0" border="1">
 <tr><td style="font-size:9px;width:350px">Return To: 
 <center>RETURN ADDRESS 1</center>
 <center>RETURN ADDRESS 2</center>
 <center>RETURN ADDRESS 3</center>
 <center>RETURN ADDRESS 4</center>
 
 </td></tr>
 <tr><td style="font-size:18px;width:350px">Deliver To: 
 <xsl:for-each select="notification_data/user_for_printing">
 <center><xsl:value-of select="first_name"/> <xsl:value-of select="last_name"/></center>
 <center><xsl:value-of select="address1"/></center>
 <center><xsl:value-of select="address2"/></center>
 <center><xsl:value-of select="address3"/></center>
 <center><xsl:value-of select="city"/>, <xsl:value-of select="state"/> <xsl:value-of select="postal_code"/></center>
 </xsl:for-each>
 </td></tr>
 </table>
</xsl:when>
<xsl:otherwise>
 <tr></tr>
</xsl:otherwise>
</xsl:choose>

<xsl:choose>
<xsl:when test="notification_data/destination='Home Delivery'" >
 <table cellspacing="0" cellpadding="0" border="1">
 <tr><td style="font-size:9px;width:350px">Return To: 
 <center>RETURN ADDRESS 1</center>
 <center>RETURN ADDRESS 2</center>
 <center>RETURN ADDRESS 3</center>
 <center>RETURN ADDRESS 4</center>
 
<tr><td style="font-size:18px;width:350px">Deliver To: 
 <xsl:for-each select="notification_data/user_for_printing">
 <center><xsl:value-of select="first_name"/> <xsl:value-of select="last_name"/></center>
 <center><xsl:value-of select="address1"/></center>
 <center><xsl:value-of select="address2"/></center>
 <center><xsl:value-of select="address3"/></center>
 <center><xsl:value-of select="city"/>, <xsl:value-of select="state"/> <xsl:value-of select="postal_code"/></center>
 </xsl:for-each>
 </td></tr>
 </table>
</xsl:when>
<xsl:otherwise>
 <tr></tr>
</xsl:otherwise>
</xsl:choose>

ResourceSharingReceiveSlipLetter modified to include due date

This is the letter that prints when you receive a resource sharing item. By default, it does not include the due date. This modified template does include the due date, and it has also been modified so it can be used as a hold slip.

Simplified ResourceSharingShippingSlipLetter and ResourceSharingReturnSlipLetter with an Empire Library Delivery address label

These are the letters that are printed when you either ship a lending request to another library or return a borrowing request to another library.

Note: You will need to manually edit the following code for the label to display your correct return address.

<tr><td style="font-size:9px;width:350px">Return To: 
 <center>YOUR INSTITUTION NAME</center>
 <center>YOUR STREET ADDRESS</center>
 <center>YOUR CITY STATE ZIP</center>
 <center>YOUR OCLC SYMBOL AND ELD HUB</center> 
</td></tr>

FulCancelRequestLetter with an OpenURL link to ILLiad

This is the letter that is sent to the patron when a resource sharing request is cancelled. Adding the OpenURL link is an alternative to automatically exporting the request to ILLiad via ILLiad email import feature.

Note: You will need to manually edit the following code for the OpenURL link to work properly.

<td>If you would like to request this item from a library outside the SUNY system, please <a href="https://YOURILLIADOPENURLLINK/illiad/illiad.dll?Action=10&Form=30&rft.genre={notification_data/metadata/material_type}&rft.title={notification_data/metadata/title}&rft.au={notification_data/metadata/author}&rft.date={notification_data/request/record_display_section/date}&rft.isbn={notification_data/metadata/isbn}&rft.dat={notification_data/metadata/oclc_number}&rfr_id=ALMA">click here to submit a request via ILLiad</a>.</td>

FulHoldShelfRequestSlipLetter and FulPlaceOnHoldShelfLetter with a terminate clause that will prevent the letters from being sent when the borrowing request was imported from ILLiad via the NCIP addon

The FulHoldShelfRequestSlipLetter is printed when an item needs to be placed on the hold shelf, and the FulPlaceOnHoldShelfLetter is sent to the patron when an item is placed on the hold shelf. Both of these letters are generated whenever a borrowing loan is imported into Alma from ILLiad viathe borrowing NCIP addon. You can use a terminate clause to prevent one or both of these letter from being generated.

Note: Borrowing loans imported from ILLiad will need their own Item Policy for these terminate clauses to work. For information on how to configure this, please see https://sunyolis.libanswers.com/faq/266853

FulLoanReceiptLetter that can be printed to a receipt printer using Thunderbird

https://sunyolis.libanswers.com/faq/262272

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Last Updated Jul 25, 2023
Views 2390
Answered By Timothy Jackson

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