Message texts

Quria includes a number of predefined messages texts that the system can send as notifications to patrons, such as overdue warnings, reminders and notices. The texts can be customised.

Notifications can be set up to be sent via SMS, email and mail, depending on the message type.

In addition to the notifications that are controlled by rules, the message type Direct message can be used to contact patrons individually from Patron data or to contact many patrons at one time using the bulk handling functionality.

Variables

Message texts can include variables to automatically insert relevant information.

Note:
The variables must be entered exactly as in the tables below.

General

The general variables can be used in most messages to patrons.

Variable	Description	Comment
{{LibraryName}}	The name of the library	Normally the branchname, in Membership expiry warning Library name = name of account.
{{SchoolName}}	The name of the school	Used for school branches. Not used in Membership expiry warning
{{SchoolClass}}	The name of the class
{{BranchInfo1}}	Fetches branch information added under organisation settings	The two sets of branch information makes it possible to maintain and use different information for different purposes.
{{BranchInfo2}}
{{NotificationDate}}	The date of the notification
{{NotificationFee}}	Notification fee	Used for messages that can include a fee, for example reservation notice and debt reminder
{{PatronFirstName}}	Patron’s first name
{{PatronLastName}}	Patron’s surname
{{PatronIdentifier}}	Patron’s unique number
{{PatronCard}}	Patron’s card number	Prints the first active non-blocked card for the patron. If all cards are blocked/inactive, no card number is printed.
{{PatronTitle}}	Patron’s title
{{PatronAddress}}	Patron’s address	The PatronAddressFormatted option is used to distribute the address on several rows, to for example make it fit in a window on an envelope, while PatronAddress is printed on a single line. The PatronAddressFormatted option can include c/o.
{{PatronAddressFormatted}}	Patron’s address
{{PatronNationalID}}	Patron’s national ID number	Used for Debt reminder bill
{{GuarantorStart}}	Used for calculation of the Child variable (name of child with guarantor)	Only used when a patron is assigned guarantor for a child. Not used for Direct message, Age group transition or check-in/checkout/renewal receipts. See also: Notifications to guarantors
{{GuarantorEnd}}
{{Child}}
{{NotificationDate}}	The date of the notification	Used only in Membership expiry warning

Item information

These variables are related to items and are mostly used for reservation messages and internal messages.

Variable	Description	Comment
{{Title}}	The title of the item	Used for Reservation notice, Item on bill returned, Last item deleted and Periodical reminder
{{CreatorName}}	The author of the item	Used for Reservation notice and Last item deleted
{{ItemBarcode}}	The barcode of the item	Used for Reservation notice and Last item deleted
{{ManifestationType}}	The manifestation type	Used for Last item deleted

Loans and reservations

These variables are used for reservation messages.

Variable	Description	Comment
{{LastPickupDate}}	Last day to pick up a reserved item
{{PickupBranch}}	The branch where the reserved item can be fetched
{{TrapNumber}}	The number a reservation gets while on the reservation shelf, waiting to be picked up
{{ItemList}}	List of items that the patron checked in or out
{{NumberOfItems}}	Number of items that patron checked in or out

Debts and bills

These variables are used for different reminders and bills.

Variable	Description	Comment
{{NumberOfItems}}	Number of patron’s overdue items	Used for Overdue warning and Overdue reminder level 1-5
{{BillNumber}}	Bill number	Used for Bill and Item on bill returned
{{ItemListBills}}	The items that are listed on a bill, including replacement charge per item and rows for administration fee and total amount.	Used for Bill and Item on bill returned
{{DebtList}}	List of items included in patron’s debt	Used for Debt reminder level 1-4
{{DebtListBills}}	List of items with debts	Used for Debt reminder level 1-4 and Debt reminder bill
{{LastPaymentDate}}	The last payment date for bills, according to the setting Number of payment days for bill (set on authority level).	Used for Bill

Acquisitions and periodicals

The following variables can be used when using the Acquisition order and Periodical reminder messages to communicate with suppliers:

Variable	Description
{{OrderDate}}	Order date
{{OrderList}}	List of items to order
{{OrderNumber}}	Order number
{{SupplierName}}	Name of supplier
{{SupplierAddressFormatted}}	Supplier address, distributed on several rows
{{DeliveryAddressFormatted}}	Delivery address, distributed on several rows
{{InvoicingAddressFormatted}}	Invoicing address, distributed on several rows
{{Issue}}	Issue of a periodical
{{ArticleNo}}	Article number of a periodical
{{CustNo}}	The customer number of the library

Default message texts and customised texts

The default message texts in Quria are in English, and can be used as they are, or serve as a basis for customised texts.

You work with message texts by selecting Configuration in the main menu, and then Settings/Circulation and notifications/Message texts.

Adding, editing and deleting customised texts

You can add customised texts for different message types, for different send methods, on different organisational levels and for different languages by clicking Add custom text and making selections in the dropdowns. You will see the content of your own text, and if you want to, you can compare it with the base text (a predefined message text, the text on the level above, or the text defined for the local language on the same level) by expanding it at the bottom of the dialog. You can copy the base text to have something to start from, or type the entire text yourself.

The message editor includes some handy tools that can be used to adapt the layout of the text to, for example, fit in a window of an envelope.

The texts used for patron notifications are the ones defined in the tenant language on given organisation or higher. If no such texts exist, the predefined messages are used.

You can edit or delete an existing text by clicking the pen or the trash can in the Handle message text dialog. If you delete a text, the text a level up in the hierarchy is used.

Notifications to guarantors

Rules can be set up in order to send notifications about reservations, overdue warnings or overdue reminders to the guarantor instead of to young patrons.

Note:
Sending notifications to guarantors only works if the guarantor is registered as patron in Quria and is connected to the young patron using the function Patron connections.

The following variables can be used when creating notifications to guarantors: GuarantorStart, GuarantorEnd and Child.

Example

“Dear {{PatronFirstName}} {{PatronLastName}} {{GuarantorStart}} (guarantor for {{Child}}){{GuarantorEnd}}…”

For a child patron named Lisa Green with a guarantor named Tom Brown, the following result is generated:

“Dear Tom Brown (guarantor for Lisa Green)…”