Patron-Facing-Letters-Alma

	A	B	C	D	E	F	G
1	Letter	Letter Code	Description	Patron Facing	Customize?	Contains Dear Sir/Madam in table?	Notes
2	Analytics Letter	AnalyticsLetter	Contains an analytics report that is sent to report subscribers. For more information see Subscribing to Scheduled Reports.	No
3	Assign To Letter	AssignToLetter	Not currently in use by the system
4	Borrowed By Letter	FulBorrowedByLetter	Sent to patrons indicating that a proxy user has borrowed an item on their behalf. For details on working with proxy users, see Managing Proxy Users.	Yes
5	Borrower Overdue Email Letter	BorrowerOverdueEmailLetter	Sent by the lending institution to the borrowing partner when a resource is overdue. When sent using ISO protocol, the request on the borrowing side is automatically marked as overdue.	No
6	Borrower Receive Email Letter	BorrowerReceiveEmailLetter	Sent to the lending institution when the loaned item has been received at the borrowing institution.	No		Yes
7	Borrower Return Email Letter	BorrowerReturnEmailLetter	Sent to the lending institution when the borrowing institution has returned the loaned item.	No		Yes
8	Borrowing Activity Letter	FulUserBorrowingActivityLetter	Sent to patrons with activity; contains a list of the patron’s loans, overdue items, and active fines. If the patron has more than 100 active loans, only the first 100 are included on the letter and a flag is added to the XML - <loans_over_the_limit>true</loans_over_the_limit>. Sent either by a job (Notifications – Send Periodic Fulfillment Activity Report) or by request, for example, the Renew Selected and Renew All actions on the Loans tab of the Patron Services page. For details on configuring the Borrowing Activity Report, see Configuring Fulfillment Jobs. This letter can be configured in Letter Activity to trigger a webhook function. See Webhooks.	Yes
9	Cloud IdP User Created Letter	CloudIdPUserCreatedLetter	For future use	Yes
10	Collection Contribution Letter	CollectionContributionLetter	Sent to users as an initial response to a contribution to the Community Zone. For detailed information, see Contributing Local Electronic Collections to the Community Zone.	No
11	Collection Contribution Update Status Letter	CollectionContributionUpdateStatusLetter	Sent to users as a follow-up to a contribution to the Community Zone.	No
12	Conversation Letter	ConversationLetter	Used to communicate with vendors.See Communicating with Vendors.	No
13	Courtesy Letter	FulUserLoansCourtesyLetter	Sent to patrons in a nightly job; contains a list of the patron’s loans that are due soon. Generated when the Notifications - Send Courtesy Notices and Handle Loan Renewals job runs and one of the following occurs:The conditions of an automatic loan renewal rule are not met A block exists on the patron or item, preventing item renewal (see Configuring Block Preferences) For details on configuring courtesy notices, see Configuring Fulfillment Jobs.For short loans, if the short_loan_courtesy_reminder parameter is set, this letter is triggered based on the due date time less the value of the parameter. The letter will be sent if the item was not returned, is not in Lost or Claim Return status, and the current due date time is the same as the due date time that was on the item when the reminder was triggered. The loan due date time can change due to a renewal, recall, or manual change of due date. In addition to a short loan indicator that is available in the source XML, this letter has a configurable label in the code table. To see this label, you must be using the XSL file in the default, out-of-the-box format. If you have customized the XSL file, the short loan label is not available.	Yes
14	Deposit Activity Letter	DepositActivityLetter	Indicates the status of active deposits. For detailed information, see Configuring the Deposit Activity Report Job.	Yes
15	Document Delivery Notification Letter	FulDigitizationDocumentDeliveryNotificationLetter	When a patron has requested digital material and the send method on the request is Attach Documents - Link, this notification is sent to patrons to provide links to the file. See Attaching Digitized Items To Be Sent To a Patron.	Yes
16	Email Records Letter	Email Records Letter	This letter is a weekly letter triggered by the Saved Searches Alerts scheduled job, which sends new results of saved Primo VE search queries to the patron.	Yes
17	Export User Letter	ExportUserLetter	A way to transfer files via FTP (the FTP receiver mechanism of the letters) used by the student information system (SIS) jobs. Does not contain any fields.For information about the jobs, see Student Information Systems.	No
18	Externally Obtained Email Letter	ExternallyObtainedEmailLetter	Sent to patrons; contains a URL for a requested article obtained through the CCC GetItNow service.See Adding a Request For a CCC GetItNow Resource.	Yes		Yes
19	Fine Fee Payment Receipt Letter	FineFeePaymentReceiptLetter	Sent to patrons; indicates that payment has been received.See Viewing Fines and Fees and Receiving Payments.	Yes
20	Fines and Fees Report Letter	FinesAndFeesReportLetter	Sent to patrons; contains a report of the fine and fee transactions that have been performed over a 1- to 7-day period. For details on configuring the fines and fees report, see Creating Fines and Fees Reports.	Yes
21	footer.xsl Letter	N/A	Defines the text (such as Contact Us and My Account) used in the footer for all letter emails. For more information, see Configuring Letter Labels.	Yes
22	Ful Borrowing Info Letter	FulBorrowingInfoLetter	Sent to patrons; indicates whether a loaned resource sharing item was successfully renewed.See Managing Resource Sharing Borrowing Requests.	Yes
23	Ful Cancel Email Letter	FulCancelEmailLetter	Indicates that a resource sharing request has been canceled. Sent to patrons automatically when a resource sharing borrowing request is sent to a partner whose Type = Email.See Managing Resource Sharing Borrowing Requests.	Yes		Yes
24	Ful Cancel Request Letter	FulCancelRequestLetter	Sent to patrons; indicates that a request has been canceled and the reason for the cancellation. See Managing Active Hold Shelf Items and Pickup at Shelf. This letter can be configured in Letter Activity to trigger a webhook function. See Webhooks. If the date by which the request is needed has passed, this letter is no longer sent.	Yes
25	Ful Citation Slip Letter	FulCitationSlipLetter	A slip that is printed out by library staff of a reading list citation so that the item can be retrieved from the shelf. For details on reading list citations, see Managing Citations. You may include a printable barcode image on this letter.	No
26	Ful Citations Slip Letter	FulCitationsSlipLetter	A slip that is printed out by library staff of all course reading list citations so that the items can be retrieved from the shelf. For details on reading list citations, see Managing Citations.	No
27	Ful Damage Email Letter	FulDamageEmailLetter	[Not on ExLibris KB list]	?		Yes
28	Ful Digitization Notification Item Letter	FulDigitizationNotificationItemLetter	Sent to a patron who asked for material to be digitized with a send method of Attach Documents - attachment. The letter informs the patron that the digitization request has been completed and informs the patron where the digital material can be viewed. For details on configuring digitization departments for processing digitization requests, see Configuring Digitization Departments.	Yes
29	Ful Expired Hold Shelf Transit Letter	FulExpiredHoldShelfTransitLetter	Not currently in use by the system
30	Ful Fines\Fees Notification Letter	FulFinesFeesNotificationLetter	Sent to patrons by a job to inform them of fines or fees they owe.See Configuring Fines/Fees Notifications.	Yes
31	New for December! Ful Hold Shelf Request Slip Letter	FulHoldShelfRequestSlipLetter	When enabled, the letter is printed to the circulation desk printer when the item is placed on the hold shelf, regardless of whether a pick slip was already printed. If printing fails, the item is still placed on the hold shelf but the user receives a warning message that printing failed. This way, it is possible to configure a slip for use for on hold shelf items, that is differnet than the slip that is used to pick the item from the shelf. By default, the letter has the same attributes as the Pickup Print Slip Report Letter, but it can be configured as needed. The letter is invoked when scanning in an item and placing it on the hold shelf and when selecting the Activate next function on the expired hold shelf page.
32	Ful Incoming Slip Letter	FulIncomingSlipLetter	A slip that is printed out by library staff from the Resource Sharing Lending Requests Task List when they need to retrieve an item from the shelf to be shipped to a borrower (see the print slip description in Receiving Physical Material). You may include a printable barcode image on this letter.	No
33	Ful Lost Email Letter	FulLostEmailLetter	[Not on ExLibris KB list]	?		Yes
34	Ful Lost Loan Letter	FulLostLoanLetter	An invoice letter (for the replacement fee) sent to the borrowing patron when a loan is overdue and the item is declared lost, according to the criteria described in Adding an Overdue and Lost Loan Profile. Each letter generated is for a single item. The letter is sent when manually changing the loan to lost. Additionally, if the switch_to_overdue_and_lost_loan_new_job parameter is set to false(see Configuring Other Settings), the Loans - Overdue and Lost Item job will also generate this letter. However, if the switch_to_overdue_and_lost_loan_new_job parameter is set to true, the job sends the Ful Overdue and Lost letter instead (see below).	Yes		Yes
35	Ful Lost Loan Notification Letter	FulLostLoanNotificationLetter	A warning sent to patrons when a loan is overdue, before the item is declared lost, according to the criteria described in Adding an Overdue and Lost Loan Notification. Sent by the Loans - Overdue and Lost Item job when the switch_to_overdue_and_lost_loan_new_job parameter is set to false(see Configuring Other Settings).	Yes		Yes
36	Ful Lost Refund Fee Loan Letter	FulLostRefundFeeLoanLetter	Sent to patrons when a loan that was declared lost is found. Includes refund if applicable.	Yes
37	Ful Move Physical Item Transit Letter	FulMovePhysicalItemTransitLetter	Sent by the Create Physical Item Move Requests job when Print Transit Letter is set to Yes. You may include a printable barcode image on this letter.	No
38	Ful Outgoing Email Letter	FulOutgoingEmailLetter	The borrowing request sent to a partner with profile type Email.	No		Yes
39	Ful Overdue And Lost Loan Letter	FulOverdueAndLostLoanLetter	An invoice letter (for the replacement fee) sent to the borrowing patron listing all overdue loans that have been declared lost, according to the criteria described in Adding an Overdue and Lost Loan Profile. It is sent to patrons by the Loans - Overdue and Lost Item job when the switch_to_overdue_and_lost_loan_new_job parameter is set to true (see Configuring Other Settings).	Yes
40	Ful Overdue And Lost Loan Notification Letter	FulOverdueAndLostLoanNotificationLetter	A warning sent to patrons listing all overdue loans before the items are declared lost, according to the criteria described in Adding an Overdue and Lost Loan Notification. Sent by the Loans - Overdue and Lost Item job when the switch_to_overdue_and_lost_loan_new_job parameter is set to true(see Configuring Other Settings). This letter will fully replace the Ful Lost Loan Notification letter later this year. For short loans, the short_loan_overdue_reminder parameter is set, this letter is triggered based on the due date time plus the value of the parameter for multiple items. The letter will be sent if the items were not returned, are not in Lost or Claim Return status, and the current due date time for each item is the same as the due date time that was on each item when the reminder was triggered. The loan due date time can change due to a renewal, recall, or manual change of due date.	Yes		Yes
41	Ful Personal Delivery Letter	FulPersonalDeliveryLetter	Sent to a patron when an item is scanned in for personal delivery from a circulation desk that supports personal delivery.	Yes
42	Ful Pick Up From Shelf Pickup Letter	FulPickUpFromShelfPickupLetter	Not currently in use by the system
43	Ful Pickup Print Slip Report Letter	FulPickupRequestReportLetter	Sent to users; contains a detailed list of resources that need to be picked up.	Yes
44	Ful Renew Email Letter	FulRenewEmailLetter	Indicates that a resource sharing request has been renewed. Sent to patrons automatically when a resource sharing borrowing request is sent to a partner whose Type = Email.	Yes		Yes
45	Ful Requests Report Letter	FulRequestsReportLetter	A patron report listing all request items, broken down by Not Active, In Process, and On Hold Shelf. For details on running the report for a single patron, see Managing Patron Services. For details on running the report on a schedule, see Configuring Fulfillment Jobs.	Yes		Yes
46	Ful Resource Request Slip Letter	FulReasourceRequestSlipLetter	A slip that is printed out by library staff from the Pick Up Requested Resources page when they need to retrieve an item from the shelf. For details on pickup up items from the shelf, see Pickup at Shelf. You may include a printable barcode image on this letter. This letter is also printed when an item that had a hold request is returned.	No
47	Ful Transit Slip Letter	FulTransitSlipLetter	A slip that is printed out by library staff that is added to an item when it is sent from one place to another. You may include a printable barcode image on this letter.	No
48	General Assign To Letter	GeneralAssignToLetter	This is generated from the Assign Record to Another Cataloger function in the MD Editor when a staff user assigns a record to another staff user and selects, Send as email. Possible examples of this are: a staff user assigns a cataloging record to another user a staff user assigns an electronic resource activation task.For more information, see MD Editor Menu and Toolbar Options.	No
49	General Message Email Letter	GeneralMessageEmailLetter	An email sent to the resource sharing partner to alert them of a new general message that has been entered on the request.	No
50	Interested In Letter	InterestedInLetter	Informs someone who is registered as “interested in” about a change in a PO line status. For details on interested users, see the description in Find PO Lines for Receiving Fields in Receiving Physical Material.	Yes
51	Interested Users In Letter	InterestedUsersInLetter	Lists the interested users when Print Interested Users List is selected on the Receiving New Material page. For more information, see Receiving Material.	No
52	Legal Deposit Annual Receipts Letter	LegalDepositAnnualReceiptsLetter	Sent to vendors with an annual report about serial legal deposits.For more information, see Working With Legal Deposits.	No
53	Legal Deposit Claim Letter	LegalDepositClaimLetter	Sent to vendors to remind them of a previous request a copy of an item as required by law.For more information, see Working With Legal Deposits.	No
54	Legal Deposit Order Letter	LegalDepositOrderLetter	Sent to vendors to request a copy of an item as required by law.For more information, see Working With Legal Deposits.	No
55	Legal Deposit Receipt Letter	LegalDepositReceiptLetter	Sent to vendors to confirm the receipt of a copy of an item requested as required by law.For more information, see Working With Legal Deposits.	No
56	Leganto Notifications Letter	LegantoNotificationsLetter	Sent to instructors when notifications are waiting for them in Leganto. For more information, see Viewing Scheduled Jobs. Appears only if Leganto is enabled in your institution.	Yes
57	Lender Checked-In Email Letter	LenderCheckedInEmailLetter	Sent to the borrowing partner when an item was checked in at the lending institution.	No
58	Lender Reject Email Letter	LenderRejectEmailLetter	Sent to the borrowing partner when the lending partner has rejected a lending request.	No
59	Lender Renew Response Email Letter	LenderRenewResponseEmailLetter	Sent to the borrowing partner when the lending partner responds to a renewal request.	No
60	Lender Ship Email Letter	LenderShipEmailLetter	Sent to the borrowing partner to indicate that the requested item has been shipped.	No
61	Lender Will Supply Email Letter	LenderWillSupplyEmailLetter	Sent to the borrowing partner when the status of a resource sharing request changes to Will Supply.	No
62	Lending Recall Email Letter	LendingRecallEmailLetter	Sent to the borrowing partner when an item is recalled and must be returned.See Adding a Work Order Type.	No
63	Lending Requests Report Slip Letter	LendingReqReportSlipLetter	A slip that is printed out by library staff for the selected requests in the lending task list that lists the availability of the items so that they can be taken off the shelf and shipped to the requester.For more information see Managing Resource Sharing Lending Requests.	No
64	License Printout Letter	LicensePrintoutLetter	Used when printing out a license. See Printing Licenses or Amendments.	No
65	Loan Receipt Letter	FulLoanReceiptLetter	Sent to patrons after items are loaned from the circulation desk. For details on borrowing items from the circulation desk, see Loaning Items.	Yes		Yes
66	Loan Status Notice	FulItemChangeDueDateLetter	Sent to patrons; indicates changes in the status of a loan or the due date, including changes such as: A due date changes, regardless of whether a recall has been issued. A recall is issued but the due date hasn't changed.For details on managing patron activities, see Managing Patron Services. This letter can be configured in Letter Activity to trigger a webhook function. See Webhooks.	Yes
67	Login Using One Time Token Letter	LoginUsingOneTimeTokenLetter	Email letter that is sent to a patron for a one time login to Primo. See Primo Login Using Email.	Yes
68	mailReason.xsl Letter	N/A	Defines the greeting (such as Dear Sir/Madam) used in most letter emails. The following would print Dear John Smith for a user named John Smith:<xsl:template name="toWhomIsConcerned"> <table cellspacing="0" cellpadding="5" border="0"> <tr> <td> <xsl:for-each select="notification_data"> <h3>@@dear@@  <xsl:value-of select="receivers/receiver/user/first_name"/> <xsl:value-of select="receivers/receiver/user/last_name"/></h3> </xsl:for-each> </td> </tr> </table> For more information, see Configuring Letter Labels.	Yes
69	Notify E-Activation due Letter	EactivationtaskOverdueLetter	Sent by the Notify E-Activation Due Task job to the assigned operator when an electronic activation task's due date has passed. For more information on the e-activation due date, see Manually Creating a PO Line, Managing Electronic Resource Activation, and Configuring Other Settings.	No
70	Notify Upon Renewal Letter	NotifyUponRenewalLetter	Sent to a user when a continuous PO line with inventory is sent for manual renewal. For more information, see step 10 in Editing PO Line Information – Renewals.	No
71	On Hold Shelf Letter	FulPlaceOnHoldShelfLetter	Sent to patrons; indicates that an item is ready for pickup at the hold shelf. For details on picking up items from the hold shelf, see Managing the Hold Shelf. This letter can be configured in Letter Activity to trigger a webhook function. See Webhooks. For information on customizing the On Hold Shelf letter to display the Notes that may affect loan line only if there is a block on the patron, see Customizing Letter XSL Style Sheets.	Yes
72	Order List Letter	OrderListLetter	Sent to vendors; contains a list of ordered items. See Approving and Sending POs.This letter is not used if the order is done using EDI or another automatic system.	No
73	Order Now Letter	OrderNowLetter	Sent to the staff user who selects Order Now, which initiates an immediate order that bypasses the usual procedure. The letter indicates whether the order is successful. See Manually Creating a PO Line, Reviewing PO Lines, and Packaging PO Lines into a PO.	No
74	Overdue Notice Letter	FulUserOverdueNoticeLetter	Sent to patrons; contains a list of all the patron’s loans due that day. Sent in a nightly job (Notifications – Send Due Date Reminders).See Configuring Overdue and Lost Loan Profiles.	Yes
75	Overlap and Collection Analysis Letter	OverlapAnalysisLetter	Sent to a staff user who runs an overlap and collection analysis job. The letter indicates that the overlap and collection analysis job has completed. For more information regarding overlap and collection analysis, see to Working with Overlap and Collection Analysis.	No
76	Owner Subscription Letter	OwnerSubscriptionLetter	Sent to an instructor when added as an owner of a reading list. For more information, see Managing Reading List Owners and Collaborators.	No
77	PDA Threshold Letter	PdaThresholdLetter	Sent to the PDA manager (PDA contact person) when the usage of PDA reaches the alert threshold.See Patron Driven Acquisitions.	No
78	PIN Number Generation Letter	PINNumberGenerationLetter	Sent to patrons when a PIN code is set in the user management pages. For details on configuring user details, see Adding Users.	Yes
79	PO Line Cancellation Letter	POLineCancellationLetter	Sent to vendors, requesting that an order be canceled. For details on canceling a PO line, see Canceling PO Lines.	No
80	PO Line Claim Letter	POLineClaimLetter	Sent to vendors when an order does not arrive by the expected date (see Processing Claims).	No
81	PO Line Renewal Letter	POLineRenewalLetter	Sent to vendors, requesting that a subscription be renewed.For details on renewing PO lines, see Renewals. For details on configuring automatic renewal of a PO line, see Configuring Fulfillment Jobs.	No
82	Process Bib Export Finished Letter	ProcessBibExportFinishedLetter	Sent to a staff user, indicating that a bibliographic export has finished. For details on exporting bibliographic records, see Export bibliographic recordsin Running Manual Jobs on Defined Sets.	No
83	Process Creation	ProcessCreationLetter	Sent upon completion of some user-submitted jobs — for example, jobs run on the Run a Job page (see Running Manual Jobs on Defined Sets).	No
84	Purchase Request Status Letter	PurchaseRequestStatus	Sent to requester of a purchase request when the request is received, approved, or rejected.For more information, see Purchase Requests.	Yes
85	Query to Patron Letter	QueryToPatronLetter	Sent to patrons when the user selects Send Query to Patrons from a resource sharing request. See Peer-to-Peer Resource Sharing.This letter is only used when the institution is using patron query types; see Configuring Patron Queries. To configure, see Example Letter Customization: Query to Patron Letter.	Yes		yes
86	Query to Requester Letter	QueryToRequesterLetter	Sent to requester of a purchase request when the librarian queries him or her for more information.For more information, see Purchase Requests.	Yes
87	Receiving Slip Letter	ReceivingSlipLetter	A slip that is printed out by library staff with item information that is put in a new item when it arrives at the library. You may include a printable barcode image on this letter. For details on receiving material, see Receiving Physical Material.	No
88	recordTitle.xsl Letter	recordTitle.xsl	A letter template to be used in other letters. For more information, see Customizing Letter XSL Style Sheets.	No
89	Resend Notification Letter	ResendNotificationLetter	Sent manually to a patron if the patron did not receive an attachment. For more information, see User Attachments.	Yes		yes
90	Reset Password Letter	ResetPwLetter	Not currently in use.	Yes
91	Resource Sharing Receive Slip Letter	ResourceSharingReceiveSlipLetter	A slip that prints automatically when the Automatic Print Slip option is selected on Receiving Items. You may include a printable barcode image on this letter.	No
92	Resource Sharing Return Slip Letter	ResourceSharingReturnSlipLetter	Printable when returning a borrowing item to the lender. You may include a printable barcode image on this letter. Printing the letter will take place if: Scanning in an item triggers a return (including Managing Patron Services and Return Items menu option) Using the Return option in the task list (see Workflow Actions).The letter is not relevant for NCIP transactions.	No
93	Resource Sharing Shipping Slip Letter	ResourceSharingShippingSlipLetter	Sent to a user when the user selects the Ship Item link for a lending request and then selects Automatically Print Slip = Yes on the Shipping Items page. You may include a printable barcode image on this letter.See Shipping Items.	No
94	Restricted Login IP Letter	RestrictedLoginIPLetter	Sent to managers when a login attempt is made from a restricted IP address. For more information, see Security.	No
95	Return Receipt Letter	FulReturnReceiptLetter	Sent to patrons after items are returned to the circulation desk. For details on returning items to the circulation desk, see Returning Items.	Yes
96	Saved Searches Letter	SavedSearchesLetter	Sent to Primo VE patrons that save a query and request email alerts when their search includes new results.	No
97	Short Loan Letter	FulShortLoanLetter	Sent to a patron when loaning an item for a short period (a number of hours), informing the patron of the due date and the fine policy. For details on loaning items, see Loaning Items.This letter may have to be enabled for some customers.	Yes
98	Shortened Due Date Letter	FulShortenedDueDateLetter	An email notification sent to the patron to notify them that the due date of their loan has been shortened. The letter data contains the loan object and the message, The possible messages are: Please notice that the due date was shortened since the item is recalled Please notice that the due date was shortened since the patron card is expired before the due date Please notice that the due date was shortened since the loan conflicts with a booking requestFor setting the parameter, shortened_due_date_notifications, see Configuring Other Settings.	Yes
99	SMS Cancel Request Letter	SmsFulCancelRequestLetter	An SMS message sent to patrons indicating the reason for the request cancellation. For more information, see the email format for Cancel Request Letter.If the date by which the request is needed has passed, this letter is no longer sent.	Yes
100	SMS Courtesy Letter	SmsFulUserLoansCourtesyLetter	An SMS message sent to a patron indicating that the due date for a loaned item is approaching. For details on configuring SMS messages, see SMS Communications. For more information on the letter, see the email format for Courtesy Letter.	Yes