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  • Hi Stephanie, my question concerns the patron notification email template used for the cancellation of borrowing transactions. I'm familiar with editing and creating email templates and would like to know if there's a way to configure ILLiad to select a specific template, if more than one are created for cancellation purposes, dependent upon the "reason for cancellation"?  I currently edit the existing template to fit the specific reason for cancellation of each borrowing transaction I cancel. It would be helpful if I had a template for each reason and if ILLiad would automatically select the right one for each specific reason.

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  • Hi Lisa - Stephanie has asked me to respond to your question.  Currently ILLiad will not pick a specific template that corresponds to the reason for cancellation in Borrowing when you click on Cancel Request.  However, you could use Email Routing to do something similar.  Under that scenario you would create a separate template for each cancellation reason along with a separate e-mail routing rule that moves the request to Cancelled by ILL Staff.  Then, instead of selecting Cancel Request from the Borrowing Processing Ribbon you would select Send Notification and pick the appropriate notification from the dropdown list. If the request has not been submitted on OCLC that should be it.  If it has been submitted on OCLC you will want to go in and cancel it manually or it may keep coming back as an Unfilled.

    You can find out more about Email Routing here - https://prometheus.atlas-sys.com/display/illiad/Email+Routing.  I would suggest you test it out and see if it fits your needs.  Please let me know if you have any questions.  Thanks.  John B.

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