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 and there is a range of different variables to use to include system data.

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.

See also: Notifications, Receipts and Handling many patrons at the same time

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 dialogue. 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.

Note:
When you use tables in message texts, use percentage-based table widths instead of pixel-based ones. This ensures the tables to fit properly, especially when exporting notifications to PDFs, avoiding content being cut off.

What text that will be used for a specific notification type/send method is based on the patron’s/supplier’s communication language and the organisation. To find out what text to use, the system tries to find a text on lowest possible organisation level in combination with the relevant communication language. If the patron/supplier does not have a communication language set, the system language will be presumed. If no match is found on branch level+communication language, it will search authority level+communication language and finally on account level. If no match is found, the system default text will be 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.

Variables

Message texts can include variables to automatically insert relevant information.

Note:
The variables must be entered exactly as in the tables below. Avoid copying and pasting variables directly from the online help, as hidden HTML could cause the system to not recognize them.

Acquisitions and periodicals

Acquisition orders (e-mail/print)

Variable	Description	Comment
{{LibraryName}}	Account name	Since an order can consist of order lines for multiple branches, only the account name is used.
{{OrderDate}}	The date of the order
{{OrderList}}	The list of ordered titles
{{OrderNumber}}	The order number
{{CustNo}}	The customer number
{{SupplierName}}	Name of supplier
{{SupplierAddress}}	Supplier address	The SupplierAddressFormatted option is used to distribute the address on several rows, to for example make it fit in a window on an envelope, while SupplierAddress is printed on a single line.
{{SupplierAddressFormatted}}
{{DeliveryAddress}}	Delivery address	The DeliveryAddressFormatted option is used to distribute the address on several rows, to for example make it fit in a window on an envelope, while DeliveryAddress is printed on a single line.
{{DeliveryAddressFormatted}}
{{InvoicingAddress}}	Invoicing address	The InvoicingAddressFormatted option is used to distribute the address on several rows, to for example make it fit in a window on an envelope, while InvoicingAddress is printed on a single line.
{{InvoicingAddressFormatted}}

Acqusition reminders (e-mail)

Variable	Description	Comment
{{LibraryName}}	Account name	Since an order can consist of order lines for multiple branches, only the account name is used.
{{TitleList}}	The list of deleyed titles
{{NotificationDate}}	The date of the reminder
{{OrderNumber}}	The order number for the delayed titles
{{CustNo}}	The customer 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

Periodical reminders (e-mail)

Variable	Description	Comment
{{LibraryName}}	Account name	Since an order can consist of order lines for multiple branches, only the account name is used.
{{Title}}	The title of the periodical
{{Issue}}	The number of the delayed issue
{{ArticleNo}}	The article number
{{CustNo}}	The customer number
{{SupplierName}}	Name of supplier

Patron related notifications

Overdue warnings, overdue reminders and bills (e-mail/SMS/print-out)

Variable	Description	Comment
{{ItemList}}	List of overdue items	Used for overdue warnings and overdue reminders only
{{ItemListBills}}	List of billed items	Used for bills only
{{NumberOfItems}}	Number of items included in the notification
{{NotificationFee}}	If there is a fee for the notification
{{BillNumber}}	Bill number	Used for bills only
{{LastPaymentDate}}	The last payment date for a bill	Ued for bills only
{{PatronFirstName}}	Patron’s first name
{{PatronLastName}}	Patron’s surname
{{PatronTitle}}	Patron’s title
{{GuarantorStart}} ...{{GuarantorEnd}}	To use when a notification is addressed to the guarantor.	See more information below
{{Child}}	To use when a notification is addressed to the guarantor.	See more information below
{{PatronIdentifier}}	Patron’s unique identifier
{{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.
{{PatronNationalId}}	Patron’s national ID/social securitynumber
{{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}}
{{SchoolName}}	The name of the school
{{SchoolClass}}	The name of the class
{{LibraryName}}	The name of the library
{{BranchInfo1}}	Fetches branch information 1 added under organisation settings for the check-out branch
{{BranchInfo2}}	Fetches branch information 2 added under organisation settings for the check-out branch
{{NotificationDate}}	The date of the notification

Debt reminders and Debt reminder bills (e-mail/SMS/print-out)

Variable	Description	Comment
{{DebtList}}	List of non-paid debts	Used for debt reminders
{{DebtListBills}}	List of billed debts	Used for bills only
{{NumberOfItems}}	Number of items included in the notification
{{NotificationFee}}	If there is a fee for the notification
{{BillNumber}}	Bill number	Used for bills only
{{LastPaymentDate}}	The last payment date for a bill	Ued for bills only
{{PatronFirstName}}	Patron’s first name
{{PatronLastName}}	Patron’s surname
{{PatronTitle}}	Patron’s title
{{GuarantorStart}} ...{{GuarantorEnd}}	To use when a notification is addressed to the guarantor.	See more information below
{{Child}}	To use when a notification is addressed to the guarantor.	See more information below
{{PatronIdentifier}}	Patron’s unique identifier
{{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.
{{PatronNationalId}}	Patron’s national ID/social securitynumber
{{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}}
{{SchoolName}}	The name of the school
{{SchoolClass}}	The name of the class
{{LibraryName}}	The name of the library
{{BranchInfo1}}	Fetches branch information 1 added under organisation settings for the check-out branch
{{BranchInfo2}}	Fetches branch information 2 added under organisation settings for the check-out branch
{{NotificationDate}}	The date of the notification

Reservation notice (e-mail/SMS/print-out)

Variable	Description	Comment
{{TrapNumber}}	The reservation's trap number
{{ItemBarcode}}	The trapped item's barcode
{{PickupBranch}}	The reservation's pick-up branch
{{LastPickupDate}}	The last pick-up date for the reservation
{{Title}}	The title of the reserved item
{{CreatorName}}	The creator of the reserved title
{{NotificationFee}}	If there is a fee for the notification
{{PatronFirstName}}	Patron’s first name
{{PatronLastName}}	Patron’s surname
{{PatronTitle}}	Patron’s title
{{GuarantorStart}} ...{{GuarantorEnd}}	To use when a notification is addressed to the guarantor.	See more information below
{{Child}}	To use when a notification is addressed to the guarantor.	See more information below
{{PatronIdentifier}}	Patron’s unique identifier
{{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.
{{PatronNationalId}}	Patron’s national ID/social securitynumber
{{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}}
{{SchoolName}}	The name of the school
{{SchoolClass}}	The name of the class
{{LibraryName}}	The name of the library
{{BranchInfo1}}	Fetches branch information 1 added under organisation settings for the check-out branch
{{BranchInfo2}}	Fetches branch information 2 added under organisation settings for the check-out branch
{{NotificationDate}}	The date of the notification

Check-in receipt (e-mail)

Variable	Description	Comment
{{ItemList}}	List of the returned items, containing title information for the items
{{NumberOfItems}}	The number of returned items
{{PatronFirstName}}	Patron’s first name
{{PatronLastName}}	Patron’s surname
{{PatronIdentifier}}	Patron’s unique identifier
{{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.
{{SchoolName}}	The patron's school
{{SchoolClass}}	The patron's school class
{{LibraryName}}	The check-in branch name
{{BranchInfo1}}	Fetches branch information 1 added under organisation settings for the check-out branch
{{BranchInfo2}}	Fetches branch information 2 added under organisation settings for the check-out branch
{{NotificationDate}}	The date of the check-in

Check-out and renew receipt (e-mail)

Variable	Description	Comment
{{ItemList}}	List of the borrowed items, containing title information for the items
{{NumberOfItems}}	The number of borrowed items
{{PatronFirstName}}	Patron’s first name
{{PatronLastName}}	Patron’s surname
{{PatronIdentifier}}	Patron’s unique identifier
{{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.
{{SchoolName}}	The patron's school
{{SchoolClass}}	The patron's school class
{{LibraryName}}	The check-in branch name
{{BranchInfo1}}	Fetches branch information 1 added under organisation settings for the check-out branch
{{BranchInfo2}}	Fetches branch information 2 added under organisation settings for the check-out branch
{{NotificationDate}}	Today's date

Patron age group transition (e-mail)

Variable	Description	Comment
{{PatronFirstName}}	Patron’s first name
{{PatronLastName}}	Patron’s surname
{{PatronTitle}}	The patron's title
{{PatronIdentifier}}	Patron’s unique identifier
{{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.
{{LibraryName}}	Account name	The notifications asre sent by a scheduled job, and the patrons do not belong to a branch, so the library name can only be the account name.

Direct message (e-mail/SMS)

Variable	Description	Comment
{{PatronFirstName}}	Patron’s first name
{{PatronLastName}}	Patron’s surname
{{PatronTitle}}	The patron's title
{{PatronIdentifier}}	Patron’s unique identifier
{{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.
{{SchoolName}}	The patron's school
{{SchoolClass}}	The patron's school class
{{LibraryName}}	Current branch name
{{BranchInfo1}}	Fetches branch information 1 added under organisation settings for the check-out branch
{{BranchInfo2}}	Fetches branch information 2 added under organisation settings for the check-out branch

Membership expiry warning (e-mail/SMS)

Variable	Description	Comment
{{MembershipExpiryDate}}	The date when the membership expires
{{PatronFirstName}}	Patron’s first name
{{PatronLastName}}	Patron’s surname
{{PatronTitle}}	Patron’s title
{{GuarantorStart}} ...{{GuarantorEnd}}	To use when a notification is addressed to the guarantor.	See more information below
{{Child}}	To use when a notification is addressed to the guarantor.	See more information below
{{PatronIdentifier}}	Patron’s unique identifier
{{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.
{{PatronNationalId}}	Patron’s national ID/social securitynumber
{{PatronAddressFormatted}}	The patron's address ditributed over multiple lines
{{LibraryName}}	Account name	The warnings are sent by a scheduled job, and the patrons do not belong to a branch, so the library name can only be the account name.
{{NotificationDate}}	The date of the notification

Case updates (e-mail/SMS)

The following variables can be used when using the Case management module to communicate with patrons:

Variable	Description	Comment
{{CaseNumber}}	Case number	The unique number of the specific case
{{CaseSubject}}	Case subject	The subject line of the case
{{MessageByStaff}}	Last public comment	The latest message added by staff
{{PatronFirstName}}	Patron’s first name
{{PatronLastName}}	Patron’s surname
{{PatronTitle}}	Patron’s title
{{PatronIdentifier}}	Patron’s unique identifier
{{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.
{{LibraryName}}	Current branch name
{{BranchInfo1}}	Fetches branch information 1 added under organisation settings for the check-out branch
{{BranchInfo2}}	Fetches branch information 2 added under organisation settings for the check-out branch
{{NotificationDate}}	The date of the notification

Internal messages

Internal messages are sent to staff members to enable following up on certain events that take place. The messages are addresed based on current settings in Notification contacts.

Last item deleted (e-mail)

The following variabled can be used for internal notifications when the last item is deleted for a reserved title.

Variable	Description	Comment
{{CreatorName}}	The creator for the title
{{Title}}	The title
{{ManifestationType}}	The manifestation type for the title

Item on bill returned

The following variables can be used for internalnotifications when a billed item is checked in.

Variable	Description	Comment
{{BillNumber}}	The bill number for the returned item
{{ItemBarcode}}	The item number of the returned item
{{Title}}	The title of the returned item
{{PatronFirstName}}	Patron’s first name
{{PatronLastName}}	Patron’s surname
{{PatronIdentifier}}	Patron’s unique identifier
{{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.

 

Notifications to guarantors

Rules can be set up in order to send notifications to the guarantor instead of to young patrons. This applies to all patron related notifications except Age group transition e-mails, Case updates and Direct messages.

When a notification is addressed to the guarantor, the patron variables in the message is exchanged with the information from the guarantor account. Instead, the child’s name can be included according to the example below.

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}}. These variables are used as a construction to be able to add information only when relevant. If a patron does not have a guarantor, you want to be able to hide e.g. labels used in front of guarantor variables.

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)…”

All content between {{GuarantorStart}} and {{GuarantorEnd}} will be hidden if no guarantor exists for the patron receiving the notification.