How do I send hold shelf reminders?
Answer
The December 2020 Alma release included a new feature that allows you to send hold shelf reminder emails to users once items have been on hold for a set number of days. To implement this feature, you'll need to:
In order to do this work, you will need the following roles:
- Fulfillment Administrator
- Letter Administrator
Configure the Send Hold Shelf Reminders Job
1. Go to Configuration | Fulfillment | General | Fulfillment Jobs Configuration
2. Scroll down to the Send Hold Shelf Reminders Job, change the following settings, and then Save button.
- Status: change to Active
- Schedule: select the time of day you want the On Hold Shelf Letter Reminder email sent (options are 06:00, 08:00, 20:00, 22:00)
- Hold Shelf Reminder Reminder Interval (Days): enter the number of days an item needs to be on hold before the On Hold Shelf Letter Reminder email is sent
- Send Reminder: select whether you want the On Hold Shelf Letter Reminder email sent Once or Repeatedly Until Expired (i.e. every day until the hold expires).
Enable the On Hold Shelf Letter Reminder Email
1. Go to Configuration | General | Letters | Letters Configuration
2. Scroll down to On Hold Shelf Reminder Letter, make sure the Enabled button is toggled to the right, and then click Save. For additional information on customizing letters, please see the FAQ on editing letters.
