Example - overdue notifications

Different rules are needed to set up overdue notifications in Quria. This example includes:

Overdue warning: Notification that the item the patron has on loan will soon reach its due date.
Overdue reminder 1: Notification that the item the patron has on loan is 7 days overdue. Excluding library staff from this notification.
Overdue reminder 2: Notification that the item the patron has on loan is 14 days overdue, and this entails a fee of 10.

All the examples are made from the Rules page, that you open by clicking Configuration in the main menu and then selecting Rules under Settings/Circulation and notifications.

Overdue warning

In this example, Quria will send out a notification that a book on loan expires in 3 days.

Select the Periods rule type and the Overdue warning rule.
Click Add rule.
Give the rule a descriptive name, such as Overdue warning. Consider if the correct organisation is already selected or if you need to change it, and if any other settings need to be made. Add a user message if you want to. Enter 3 for Number of days, and click Save.
Select the Circulation control rule type and the Enable overdue warning rule.
Click Add rule.
Give the rule a descriptive name, such as Overdue warning enabled. Make sure to use the same organisation as in the period rule, and consider if any other settings need to be made. In this case, select Book for manifestation type. Select Yes for When above, then, and click Save.

You find your new rules in the overview at the bottom of the window.

Overdue reminder 1

In this example, Quria will send out a notification that a book on loan expired 7 days ago. Steps 8-9 prevents the reminder from being sent to library staff.

Select the Periods rule type, the Overdue reminder rule and the Overdue reminder 1 level.
Click Add rule.
Give the rule a descriptive name, such as Overdue reminder 1. Make settings similar to the Overdue warning, but for Number of days, enter 7, and click Save.
Select the Circulation control rule type, the Enable overdue reminder rule and the Overdue reminder 1 level.
Click Add rule.
Give the rule a descriptive name, such as Overdue reminder 1 enabled. Make sure to use the same organisation as in the period rule, and consider if any other settings need to be made. In this case, select Book for manifestation type. Select Yes for When above, then, and click Save.
Select the Circulation control rule type, the Enable overdue reminder rule and the Overdue reminder 1 level.
Click Add rule.
Give the rule a descriptive name, such as Overdue reminder 1 - staff. Make sure to use the same organisation as in the period rule, and consider if any other settings need to be made. In this case, select Staff for patron category and Book for manifestation type. Select No for When above, then, and click Save.

You find your new rules in the overview at the bottom of the window.

Overdue reminder 2

In this example, Quria will send out a notification that a book on loan expired 14 days ago, and enabling a fee of 10 for each notification.

Select the Periods rule type, the Overdue reminder rule and the Overdue reminder 2 level.
Click Add rule.
Give the rule a descriptive name, such as Overdue reminder 2. Make settings similar to the Overdue reminder 1, but for Number of days, enter 14, and click Save.
Select the Circulation control rule type, the Enable overdue reminder rule and the Overdue reminder 2 level.
Click Add rule.
Give the rule a descriptive name, such as Overdue reminder 2. Make sure to use the same organisation as in the period rule, and consider if any other settings need to be made. In this case, select Book for manifestation type. Select Yes for When above, then, and click Save.
Select the General charges rule type, the Overdue reminder fee rule and the Overdue reminder 2 level.
Click Add rule.
Give the rule a descriptive name, such as Overdue reminder 2 – fee and make the settings needed. For Overdue reminder fee, enter 10.

You find your new rules in the overview at the bottom of the window.