SMS Messaging Administration Guide

SMS Messaging Administration Guide

Horizon 7.5.2 SMS Messaging Administration Guide September 2012

ii © 2012 Sirsi Corporation dba SirsiDynix. All rights reserved. All information contained herein is the proprietary property and trade secrets of SirsiDynix. This manual shall not be reproduced, transmitted, stored in a retrieval system, duplicated, used or disclosed in any form or by any means for any purpose or reason, in whole or in part, without the express written consent of SirsiDynix or as except provided by agreement with SirsiDynix. The information in this document is subject to change without notice and should not be construed as a commitment by SirsiDynix.

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iii About this guide v Summary of contents v Conventions used in this guide v Symbols v Mouse conventions vi Keyboard conventions vi Other conventions vi Possible differences between the software and this guide vii Documentation updates vii Comments and suggestions viii Chapter 1: Overview 1 Overview of steps 1 Considerations 2 Chapter 2: Configuring SMS 5 Specifying country codes 5 Fields: Edit Country Code 6 Enabling SMS messaging 6 Fields: Edit SMS Control 7 Enabling SMS for a phone type 14 Enabling SMS configuration in My Account 15 Fields Sub-Tab Information 16 Modifying the labels for the SMS sub-tab 17 Enabling the SMS processor 19 Enabling Send SMS Message on the Navigation Bar 19 Chapter 3: Day End processing 21 Configuring the SMS hold notification block 21 Configuring the SMS pre-overdue notification block 22 Configuring the SMS overdue notification blocks 23 Fields: Edit Block Types 24 Enabling the SMS day end process 28 Contents

iv Chapter 4: Maintaining 31 Editing Borrower Records for SMS 31 Fields: Edit Borrowers 32 Sending a General SMS Message 34 Chapter 4: Troubleshooting 35 SMS Processor Troubleshooting 35 SMS Day End Troubleshooting 38

v Summary of contents About this guide This SMS Messaging Administration Guide explains how to configure and maintain your Horizon server when using the SMS messaging feature. SMS messaging is a paid feature of Horizon that allows sites to send SMS text messages to borrowers. This guide is intended for library administrators who need to set up SMS messaging for use with their Horizon system.

For more information about this guide, see these topics: • Summary of contents on page v • Conventions used in this guide on page v • Possible differences between the software and this guide • Documentation updates on page vii • Comments and suggestions on page viii Summary of contents This guide contains these major sections: • Chapter 1, "Overview" on page 1 provides general information about the SMS feature and the overall process of configuring it for a system. • Chapter 2, "Configuring SMS" on page 5 gives steps and information about how to set up your Horizon and Horizon Information Portal systems to use the SMS feature.

• Chapter 3, "Day End processing" on page 21 details the steps for getting Day End processing to work with the SMS feature. • Chapter 4, "Maintaining" on page 31 provides information about getting SMS- enabled phone numbers and sending General Messages to borrowers. • Chapter 4, "Troubleshooting" on page 35 includes a checklist for getting the SMS feature working if you experience problems. Conventions used in this guide This guide uses terms, typefaces, and symbols to denote different kinds of information. Understanding these conventions can help you recognize the information you need more quickly.

Symbols This guide uses these symbols:

About this guide vi Conventions used in this guide Symbol Description Tip This symbol indicates additional notes or helpful tips. Important This symbol indicates important information or warnings. Mouse conventions The following terms are used in this guide to describe actions you do with a mouse. Term Definition Click To place the mouse pointer on an icon, command, or button and quickly press and release the primary (usually the left) button once. Double- click To place the mouse pointer on an icon, command, or button and quickly press and release the primary mouse button twice.

Right- click To place the mouse pointer on an icon, command, or button and quickly press and release the secondary (usually the right) button once. Drag To press and hold the primary mouse button while moving the mouse. Choose To click a button or an option from a menu, group of options, or list. Select To click once on an option in a list so that the option is highlighted. In a field, you may drag the mouse over text to select that text. Keyboard conventions This guide refers to keys following the standard convention of 101-key keyboards. For example, Ctrl is the control key, Alt is the alternate key, Enter is enter or return.

When you need to press two or more keys at the same time to do an action, the keys are connected with a plus sign . For example, Alt+H means to press and hold the Alt key while you also press H. Keys you press appear in bold type in steps. Text or numbers that you need to enter using the keyboard also appear in bold (for example, “Type main in the Location field”). Other conventions In step-by-step instructions, the names of menus, buttons, fields, and other options appear in bold type (for example, “the OK button” or“the Title field”).

About this guide vii Possible differences between the software and this guide When you are instructed to choose an option from a menu, the menu and menu options are separated by the greater-than symbol .

For example, “choose File > Save” means to choose the File menu then choose the Save option from the menu. This convention is also used to show the sequence of items you use on the navigation bar to open a form. Text in italics shows general information that you must replace with information that is specific to your system. For example, you would replace password with a specific password, such as 123gr@ndma.

File and directory names, code examples, and computer output appear in Courier. Possible differences between the software and this guide The names, labels, and sample windows in this guide reflect the default settings that are delivered with most new installations. The settings on your system may be different from these defaults, depending on your library’s implementation choices and the way your system administrator sets up your system. (For example, your system administrator can change labels and set up security to limit access to certain features.) Additionally, as you use the software, you can resize windows or customize your workspace.

Consequently, your software environment may look and function differently than the environment described in the tasks in this guide. This document is compatible with Horizon 7.5.2. Information in this document may also be compatible with later versions.

Documentation updates Updates to this guide are posted to the customer support website between releases, as necessary. These updates provide corrections to unclear, incorrect, or incomplete information. They also provide documentation for enhancements that were not complete at the time the guide was first published. You may access the customer support website at http://support.sirsidynix.com. The customer support website requires a user name and password. If you do not already have a user name and password, contact your system administrator to receive one.

The customer support website requires a user name and password.

If you do not already have a user name and password, contact your system administrator to receive one. To view a PDF file, you must install Adobe’s Acrobat Reader on your workstation. You can download Acrobat Reader free of charge at Adobe’s web site, http://www.adobe.com.

About this guide viii Comments and suggestions Comments and suggestions SirsiDynix welcomes and appreciates your comments on its documentation. We want to know what you think about our manuals and how we can make them better. If you have comments about this guide, please send them to docs@sirsidynix.com. Be sure to include the title and version number of the guide and tell how you used it. Then tell us your feelings about its strengths and weaknesses and any recommendations for improvements.

Chapter 1: Overview 1 Overview of steps Chapter 1: Overview Your library can choose to automatically send SMS messages as part of Day End processing informing borrowers of unresolved library business, such as pre-overdue items, overdue items, or items on hold.

You can also use SMS messaging to manually send out general library announcements. The Send SMS Message option allows staff to send ad hoc messages to a library borrower. Library staff create standardized SMS messages for pre-overdue, overdue, and held items using the Day End processing options for SMS.

SMS messages can only be sent to patrons who have opted in to the service and provided the phone numbers to their mobile devices. For more information, see Editing Borrower Records for SMS on page 31. This section contains the following topics: • Overview of steps on page 1 • Considerations on page 2 Overview of steps SMS messaging is an add-on feature for Horizon. In order to get this feature to work, the following steps must occur: 1. Contact your sales representative about purchasing this feature. 2. Understand all the important considerations about implementing the SMS feature. See Considerations on page 2.

3. Get a code from the service that provides the messaging feature and receive a token from the SirsiDynix SMS server. These values are provided by your sales representative. 4. Upgrade (or have the SirsiDynix installs team upgrade) your Horizon server to version 7.5.2 and Horizon Information Portal to version 3.22. 5. Your library can choose to send SMS messages informing borrowers of unresolved library business, such as pre-overdue items, overdue items, items on hold, or general library announcements. You can have staff send the SMS messages manually. You can also have Horizon send the SMS messages automatically through Day End processing.

Decide which of the features you will use and enable. 6. Set up all the country codes you want to use for your system. For more information, see Specifying country codes on page 5. 7. Configure the appropriate settings in the sms_control table. For more information, see Enabling SMS messaging on page 6.

Chapter 1: Overview 2 Considerations 8. Specify the SMS-enabled phone types. For more information, see Enabling SMS for a phone type on page 14. 9. Start entering borrower opt-in information for SMS in the Horizon Client (or allow them to do it through Horizon Information Portal - see the next point).

For more information, see Editing Borrower Records for SMS on page 31. 10. If you want patrons to be able to enter their own phone numbers and settings for what SMS text messages to receive, you can configure Horizon Information Portal to include an area in the My Account area. For more information, see Enabling SMS configuration in My Account on page 15. You can determine whether to allow users to select a country code or to use the defaults provided in the sms_control table (including exceptions for a location). 11. Optionally, you can modify the labels that display in Horizon Information Portal's My Account area for the SMS sub-tab.

For more information, see Modifying the labels for the SMS sub-tab on page 17.

12. You must enable the SMS processor for messages to be sent. For more information, see Enabling the SMS processor on page 19. 13. If using Day End to process SMS messages, you need to configure the appropriate blocks. For more information, see Configuring the SMS hold notification block on page 21, Configuring the SMS overdue notification blocks on page 23, and Configuring the SMS pre-overdue notification block on page 22. 14. After the SMS blocks are configured, you must enable the process. For more information, see Enabling the SMS day end process on page 28. 15. If you want to allow staff to send manual SMS messages to patrons, add the process to the navigation bar.

For more information, see Enabling Send SMS Message on the Navigation Bar on page 19.

16. Finally, if staff is allowed to send manual SMS messages, have them follow the appropriate steps as found in Sending a General SMS Message on page 34. Considerations Before implementing SMS Messaging in Horizon, there are several considerations to keep in mind: • It is important to understand that there is no guarantee of when the SMS message will be sent by the SMS server. It depends on the number of messages being sent, Internet traffic, and the size of the backlog of messages that need to be sent. Therefore, you should not expect that the text message gets sent out immediately.

• The SMS server will not send more than one text message per second per site (based on the SMS server long code).

So, keep that speed in mind when you set up the transmission start and end times. However, this does not affect the overall runtime of the day end processing because those messages are queued on the SMS processor for sending during the configured transmission time period. Additionally, the SMS server queues the messages that it receives from Horizon.

Chapter 1: Overview 3 Considerations • If you create a message that is longer than 160 characters, the system splits up the message into two or more messages. Therefore, you need to take this into account when planning for the number of messages you need to send, as well as the potential extra costs to your library since you would be charged for each message sent. • If you need a report of how many messages have been sent and to whom they were sent, you must contact your SirsiDynix Customer Support representative. Note that the Overdue Notices stat category will contain stats data that includes SMS messages for overdue items when the SMS overdue notices have been set to count as a notice sent.

• Pre-Overdue notices for SMS are handled separately from the regular pre- overdue notice settings. Therefore, it is not possible to use SMS in place of a pre- overdue notice (the count as notice sent option). You can configure the notice to go to SMS and email, or to go to one or the other, or you can configure when each one happens for certain situations (notice number, for example). • The location table has a Default Hold Notice Type field (mail, phone, or deliver) to determine how you will notify borrowers of holds. There is all an SMS Text Messaging option. You do not need to select this option.

This is for SirsiDynix internal use. Selecting this option will not have the anticipated effect and may default to an undesired default hold notice type. Instead, use the Count as Notice Sent option for Holds (sms_control table) to have the system send an SMS message instead of (Count as Notice Sent is checked) or in addition to (Count as Notice Sent is cleared) another notice type.

Chapter 2: Configuring SMS 5 Specifying country codes Chapter 2: Configuring SMS After the server software has been updated, the first task you have is to specify the configuration settings that allow the SMS feature to work with Horizon. This section covers the different places where you specify settings: • Specifying country codes on page 5 • Fields: Edit Country Code on page 6 • Enabling SMS messaging on page 6 • Fields: Edit SMS Control on page 7 • Enabling SMS for a phone type on page 14 • Enabling SMS configuration in My Account on page 15 • Fields Sub-Tab Information on page 16 • Modifying the labels for the SMS sub-tab on page 17 • Enabling the SMS processor on page 19 • Enabling Send SMS Message on the Navigation Bar on page 19 Specifying country codes The SMS feature requires that a country code be associated with every SMS phone number.

If no country code is specified by the user, the system assumes a value of US (indicating that the country code is US and the region dialing code is +1). To specify country codes 1 Open the Table Editor. 2 Select to edit the country_code Mq View. 3 To create a new country code, click New. 4 Type the appropriate values for the fields. For details of what to specify, see Fields: Edit Country Code on page 6.

5 Click Save and then click Close. 6 As needed, Edit existing country codes. 7 As needed, change the sort order for the country codes by clicking the Sort button. 8 As needed, change the display of the country code Mq view by clicking the Display button.

Chapter 2: Configuring SMS 6 Fields: Edit Country Code Fields: Edit Country Code Path: Table Editor > sms_control > Edit > Default Country Code > Codes > Add / Edit Path: Table Editor > country_code > New Path: Table Editor > country_code > Edit When you select to edit an existing country code or to create a new one, the Edit: Country Code dialog box displays.

Country Code Specifies the country code. The Country Code is a two character code that must match a value from the ISO 3166-1 alpha-2 standard (for more information about the codes, see http://www.iso.org/iso/country_codes/iso-3166-1_decoding_table.htm). If the value does not match a code from the ISO standard, those SMS messages that use that incorrect country code will be rejected by the SMS server and will not be sent.

This field must be only 2 alphabetic characters in length. Note: Once you add a Country Code, you cannot delete it through the Table Editor. No. of Phones Displays the number of phone numbers that have been assigned to this country code. Description Specifies a description to display to users for help in selecting the appropriate country code. The description may be up to 255 characters in length. The Description attribute may contain spaces and punctuation. For example, you could specify a description of Netherlands, The for the country code NL.

Related topics • Specifying country codes on page 5 Enabling SMS messaging In order for the SMS feature to start working for your library or consortium, you must enable it in Horizon.

To enable SMS messaging 1 Open the Table Editor.

Chapter 2: Configuring SMS 7 Fields: Edit SMS Control 2 Select to edit the sms_control Mq View. 3 Select to edit the default SMS Control. 4 Specify the appropriate settings for your library. For specific details, see Fields: Edit SMS Control on page 7 5 If needed, create or edit Exceptions for specific locations. For specific details, see Exceptions on page 11. 6 If needed, delete an exception by selecting it from the drop-down list and click Delete. 7 Click Save and then click Close. Fields: Edit SMS Control Path: Table Editor > sms_control > Edit The Edit: SMS Control table allows you to specify all the necessary settings for getting the SMS feature to work for your system.

SMS Control Displays the name of the SMS control that you are editing. This will always be "default". SMS Server URL Specifies the web service URI for sending the SMS message. This value should not be changed. SMS Server Site Code Specifies a unique site code that matches the SMS Server Site Token value. This value is created by the SirsiDynix installs team when the SMS feature is purchased. This value is required in order for SMS messages to start being sent. The Horizon Web Services product checks this field and the SMS Server Site Token field for values in determining whether SMS is enabled.

SMS Server Site Token Specifies the token value that goes with the SMS Server Site Code. This value is generated by the SirsiDynix installs team when the SMS feature is purchased. This value is required in order for SMS messages to start being sent. The Horizon Web Services product checks this field and the SMS Server Site Code field for values in determining whether SMS is enabled.

SMS Transmission Interval (sec) Specifies the gap between when the SMS Processor will check for any new messages that need to be sent to the SMS server.

Chapter 2: Configuring SMS 8 Fields: Edit SMS Control Specify a value in seconds. Use a higher number to wait longer between sending messages, or use a smaller number to have the processor check more frequently. The default is 600 seconds (10 minutes). SMS Day End Implicit End Interval (min) Specifies the number of minutes to make the SMS processor wait for the SMS portion of Day End processing to complete.

The SMS processor should not send automated SMS Day End messages while Day End is running because Day End processing creates and queues SMS messages while the SMS processor removes duplicate messages and sends them.

This setting is important for cases where the Day End process ends abnormally and no SMS Notices End value is written to the Day End Activity table. If it has been longer than the value for this setting from the time that Day End processing of SMS notices started, the system assumes that the SMS portion of Day End processing has completed (whether successfully or not) and the SMS processor removes duplicates and starts sending queued messages. This value should be greater than the greatest reasonable time it takes for the SMS portion of the Day End process to complete. The default value of 120 (minutes) is probably adequate for most sites.

To check this value for your site, check the de_activity table for the SMS portion of the Day End process for SMS notice begin and end times. This should give you an idea of the maximum length for the process to take. Set this value to something that is 10-50% larger than the largest interval you saw. A number that is too large delays the transmission of Day End SMS messages longer than necessary on the rare occasion when the Horizon SMS process does not terminate normally. A number that is too small can result in a small number of duplicate SMS Day End messages to be sent. It is better for this number to be too large than to be too small.

Note: SMS General Notices are not delayed during or after Day End processing, regardless of this setting. Default Country Code Specifies the default country code to use for the system. If no value is specified, the system assumes a value of US (indicating that the country code is US and the region dialing code is +1). Click Codes to work with and select from the list of existing Country Codes. For details, see Specifying country codes on page 5. The Country Code is a two character code that must match a value from the ISO 3166-1 alpha-2 standard (for more information about the codes, see http://www.iso.org/iso/country_codes/iso-3166-1_decoding_table.htm).

If the value does not match a code from the ISO standard, those SMS messages that use that incorrect country code will be rejected by the SMS server and will not be sent.

This value may be overridden by a different setting in the Exception area (see below) or by setting the code in the borrower record.

Chapter 2: Configuring SMS 9 Fields: Edit SMS Control This field must be only 2 alphabetic characters in length. Enable SMS Pre Overdue Notice Specifies whether to have the system send out SMS messages to patrons who have items that are due soon. For more information about configuring when these notices are sent, see “Enabling Borrowers to Receive Pre-overdue Notices” in the Circulation Setup Guide. Day End processing determines whether to create an SMS message for the user.

When this field is not selected, the system is considered disabled for this type of notice. You can set up exceptions so that it is enabled for the system as a whole but then disabled for specific locations.

Note: The system only sends SMS messages to patrons who have opted in to receive these types of SMS notices. Enable SMS Overdue Notice Specifies whether to have the system send out SMS messages to patrons with overdue items. Day End processing determines whether to create an SMS message for the user. When this field is not selected, the system is considered disabled for this type of notice. You can set up exceptions so that it is enabled for the system as a whole but then disabled for specific locations.

Note: The system only sends SMS messages to patrons who have opted in to receive these types of SMS notices.

Enable SMS Hold Notice Specifies whether to have the system send out SMS messages to inform patrons of holds available for pickup. Day End processing determines whether to create an SMS message for the user. When this field is not selected, the system is considered disabled for this type of notice. You can set up exceptions so that it is enabled for the system as a whole but then disabled for specific locations.

Note: The system only sends SMS messages to patrons who have opted in to receive these types of SMS notices. Enable SMS General Notice Specifies whether to have the system send out SMS messages that are individual notices. These notices must be sent individually to each user – they are not part of the Day End processing. These are useful for sending a specific text message to a specific user. When this field is not selected, the system is considered disabled for this type of notice. You can set up exceptions so that it is enabled for the system as a whole but then disabled for specific locations.

Note: The system only sends SMS messages to patrons who have opted in to receive these types of SMS notices. SMS Transmission Begin Time Specifies the time to start sending out SMS notices.

Chapter 2: Configuring SMS 10 Fields: Edit SMS Control The Day End process generates messages, and General messages can also be created by library staff, and these messages get queued, but messages are only sent during the period defined by this begin time and the following SMS Transmission End Time. This allows you to send messages during regular day- time hours. This time must be based on the time and time zone for the Horizon Database Server.

Note: Borrowers who travel to time zones outside their library’s location should temporarily opt out of receiving SMS messages, change their home library, or turn off SMS messaging on their phone so that they are not sent text messages at times when they do not want them.

To have the SMS processor run continuously all day, remove the value for this field or the SMS Transmission End Time field. Note that the SMS processor will run but will not send automated Day End SMS messages while Day End is running. The default time is 8:00 AM. SMS Transmission End Time Specifies the time to stop sending out SMS notices. This time must be based on the time and time zone for the Horizon Database Server. To have the SMS processor run continuously all day, remove the value for this field or the SMS Transmission Begin Time field. Note that the SMS processor will run but will not send automated Day End SMS messages while Day End is running.

The default time is 8:00 PM. Count SMS Overdue Notice as Sent Specifies whether the sending of an SMS message about Overdue items should count as a notice sent. Select the box to indicate that it should count. When the box is selected, the system will generate an SMS message to send and no telephone messaging system or mail notices will be generated. When the box is cleared, the system sends out SMS messages about Overdue items and also may send out mail notices or do telephone messaging. Count SMS Hold Notice as Sent Specifies whether the sending of an SMS message about Holds available for pickup should count as a notice sent.

Select the box to indicate that it should count. When the box is selected, the system will generate an SMS message to send and no telephone messaging system or mail notices will be generated. When the box is cleared, the system sends out SMS messages about Holds Available and also may send out mail notices or do telephone messaging (depending on the setting for the Default Hold Notice Type in the location table).

Chapter 2: Configuring SMS 11 Fields: Edit SMS Control Max. SMS Phones in HIP Specifies how many phone numbers for receiving SMS messages a single user is allowed to enter in Horizon Information Portal.

When the maximum value is reached (either by the user entering them in Horizon Information Portal or by staff entering them through the Horizon Client), Horizon Information Portal does not allow the user to enter any more phone numbers. The default value is 3. Last Preoverdue Date Displays the last date that SMS pre-overdue processing happened during Day End. This value is used by the system.

Exceptions The Exceptions group allows you to work with Exceptions for the system level settings for SMS. Exceptions Exceptions to the default system settings are based on the location value. Any values you specify here will be used when the specified location is indicated. The Exceptions area displays this information: Option Description New Click New to create a new exception. Delete Click Delete to remove the selected exception so that the exception is no longer used. Exception list The exception list displays all the defined exemptions that have been created.

The number of exceptions displays beside the list.

Location Specifies the location for this exception to the SMS feature. Any differences specified in the rest of the exception will apply for this location only. For example, all notice types may be enabled for the system in general, but you can specify that a branch library can only send out Overdue notices. This is also useful for when you have locations that are in different time zones. You can specify different send times for each location. Note: The times indicated are always based on the time of the Horizon Database Server.

Click Codes to work with and select from the list of existing locations. This field is required.

Chapter 2: Configuring SMS 12 Fields: Edit SMS Control Option Description Default Country Code Specifies the default country code to use for the location associated with this exception. If no value is specified, the system uses the system level default. Click Codes to work with and select from the list of existing Country Codes. For details, see Specifying country codes on page 5. The Country Code is a two character code that must match a value from the ISO 3166-1 alpha-2 standard (for more information about the codes, see http://www.iso.org/iso/country_codes/iso-3166-1_ decoding_table.htm).

If the value does not match a code from the ISO standard, those SMS messages that use that incorrect country code will be rejected by the SMS server and will not be sent. This field must be only 2 alphabetic characters in length. Enable SMS Pre Overdue Notice Specifies whether to have the system send out SMS messages to patrons who have items that are due soon. Day End processing determines whether to create an SMS message for the user. When this field is not selected, the system is considered disabled for this type of notice. You can set up exceptions so that it is enabled for the system as a whole but then disabled for specific locations.

Note: The system only sends SMS messages to patrons who have opted in to receive these types of SMS notices. Enable SMS Overdue Notice Specifies whether to have the system send out SMS messages to patrons with overdue items. Day End processing determines whether to create an SMS message for the user. When this field is not selected, the system is considered disabled for this type of notice. You can set up exceptions so that it is enabled for the system as a whole but then disabled for specific locations. Note: The system only sends SMS messages to patrons who have opted in to receive these types of SMS notices.

Enable SMS Hold Notice Specifies whether to have the system send out SMS messages to inform patrons of holds available for pickup. Day End processing determines whether to create an SMS message for the user. When this field is not selected, the system is considered disabled for this type of notice. You can set up exceptions so that it is enabled for the system as a whole but then disabled for specific locations. Note: The system only sends SMS messages to patrons who have opted in to receive these types of SMS notices.

Chapter 2: Configuring SMS 13 Fields: Edit SMS Control Option Description Enable SMS General Notice Specifies whether to have the system send out SMS messages that are individual notices. These notices must be sent individually to each user - they are not part of the Day End processing. These are useful for sending a specific text message to a specific user. When this field is not selected, the system is considered disabled for this type of notice. You can set up exceptions so that it is enabled for the system as a whole but then disabled for specific locations. Note: The system only sends SMS messages to patrons who have opted in to receive these types of SMS notices.

SMS Transmission Begin Time Specifies the time to start sending out SMS notices for the specified location. If no value is specified, the system setting gets used. If no value was specified for the system setting (or likewise for SMS Transmission End Time), the SMS processor runs continuously all day. Note that the SMS processor will run but will not send automated Day End SMS messages while Day End is running. The Day End process generates messages, and General messages can also be created by library staff, and these messages get queued, but messages are only sent during the period defined by this begin time and the following SMS Transmission End Time.

This allows you to send messages during regular day-time hours. This allows you to send messages during regular day-time hours.

This time must be based on the time and time zone for the Horizon Database Server, regardless of the time for the location. For example, if the database server is located at the main branch in Indianapolis, Indiana (Eastern Time), and a branch is located in Crown Point, Indiana (Central Time), the branch exception should be based on time in the Eastern time zone. Note: Borrowers who travel to time zones outside their library’s location should temporarily opt out of receiving SMS messages, change their home library, or turn off SMS messaging on their phone so that they are not sent text messages at times when they do not want them.

SMS Transmission End Time Specifies the time to stop sending out SMS notices for the specified location. If no value is specified, the system setting gets used. If no value was specified for the system setting (or likewise for SMS Transmission Begin Time), the SMS processor runs continuously all day. Note that the SMS processor will run but will not send automated Day End SMS messages while Day End is running. This time must be based on the time and time zone for the Horizon Database Server, regardless of the time for the location. For example, if the database server is located at the main branch in Indianapolis, Indiana (Eastern Time), and a branch is located in Crown Point, Indiana (Central Time), the branch exception should be based on time in the Eastern time zone.

Chapter 2: Configuring SMS 14 Enabling SMS for a phone type Option Description Count SMS Overdue Notice as Sent Specifies whether the sending of an SMS message about Overdue items should count as a notice sent for the specified location. Select the box to indicate that it should count. When the box is selected, the system will generate an SMS message to send and no telephone messaging system or mail notices will be generated. When the box is cleared, the system sends out SMS messages about Overdue items and also may send out mail notices or do telephone messaging.

Count SMS Hold Notice as Sent Specifies whether the sending of an SMS message about Holds available for pickup should count as a notice sent for the specified location.

Select the box to indicate that it should count. When the box is selected, the system will generate an SMS message to send and no telephone messaging system or mail notices will be generated. When the box is cleared, the system sends out SMS messages about Holds Available and also may send out mail notices or do telephone messaging. Max. SMS Phones in HIP Specifies how many phone numbers for receiving SMS messages a single user is allowed to enter in Horizon Information Portal. If no value is specified, the system setting is used.

When the maximum value is reached (either by the user entering them in Horizon Information Portal or by staff entering them through the Horizon Client), Horizon Information Portal does not allow the user to enter any more phone numbers. Related topics • Specifying country codes on page 5 Enabling SMS for a phone type You must enable SMS messaging for the phone type that you want borrowers to receive the notices for. When you enable at least one phone type, you make it possible for borrowers to specify the settings they want for SMS messaging and to have the Day End processing to create a queue of SMS messages to send.

To enable SMS notification 1 Open the phone_type view in the Table Editor. Horizon opens the List Phone Type window. 2 Choose the phone type you want to enable (or create a new phone type specifically for SMS messaging).

Horizon opens the Edit Phone Type window.

Chapter 2: Configuring SMS 15 Enabling SMS configuration in My Account 3 Verify that the SMS enabled box is checked. Note: If you intend to do manual or automated SMS notification of any kind, you must mark the Sms enabled box on the Edit Phone Type window. 4 Save your changes. Enabling SMS configuration in My Account You can enable users to directly enter the phone number or numbers they want to use for receiving SMS text messages from the library and what types of messages they want to get. To enable this feature, you will need to have access to your Horizon Information Portal Admin.

You will need to add a sub-tab for the SMS feature to the My Account tabset. You will find more information about managing your tabsets for Horizon Information Portal in the "Customizing the Information Portal Tabset" section of Horizon Information Portal System Administration Guide.

To enable SMS configuration in My Account 1 Open the Horizon Information Portal Admin. 2 Navigate to Customize > Interface > Tabset. 3 Copy one of the existing tabsets by clicking the Copy link. (Alternately, you could modify an existing tabset. If you do this, skip to step 5.) 4 Type a description for the tabset and click OK. 5 Click Edit Sub-Tabs. 6 Click the My Account tab that displays to the right. 7 Click Add Sub-Tab. 8 Specify the appropriate values. For more information about the fields, see Fields Sub-Tab Information on page 16.

9 Click OK. 10 Click Done. 11 Click Done again to leave the Edit Tabset page.

12 Navigate to Setup > Libraries > Profiles. 13 Select the profile that you want to add this sub-tab to. 14 Select Tabset, Indexes, and User-defined Limits. 15 Select the tabset you created in step 3. 16 Click Next. 17 If needed, modify the Indexes. 18 Click Done.

Chapter 2: Configuring SMS 16 Fields Sub-Tab Information 19 Repeat steps 13-18 to add the sub-tab to other profiles, as desired. 20 Restart Horizon Information Portal (JBoss). After JBoss restarts, borrowers will be able to specify their SMS preferences, provided that the following conditions are met: • SMS has been configured in Horizon. For details, see Configuring SMS on page 5. • At least one notice type has been enabled for the location or system. • At least one phone type has been enabled for SMS messaging. For details, see Enabling SMS for a phone type on page 14.

Note: You can change the labels of the fields that display on the SMS page.

For more information, see Modifying the labels for the SMS sub-tab on page 17. Note: You can also control whether the Country or Type drop-downs display to the user. If you specify one or no Country Code, the Country drop-down does not display (for details about country codes, see Specifying country codes on page 5). If the Country drop-down is not displayed, the system assigns the default country code value specified for the location, the system-level default, or "US" (in that order). For information about configuring the defaults, see Configuring SMS on page 5.

If you specify just one phone type in Horizon that is SMS enabled, the Type drop- down does not display (for details about phone types, see Enabling SMS for a phone type on page 14). Fields Sub-Tab Information Path: Customize > Interface > Tabset > My Account > Edit/Add Sub-Tab > When you want to add an SMS sub-tab to Horizon Information Portal, you must complete the following fields on the Sub-Tab Information page. For more information about sub-tabs and these fields, see the "Customizing the Information Portal Tabset" section of Horizon Information Portal System Administration Guide.

Name Type the name for the SMS sub-tab.

This is the text that displays to the borrower for the sub-tab. For example, type SMS. Hover-Text Type the hover text that displays when the user hovers the mouse pointer over the sub-tab title. Enter URL Do not select this option for the SMS sub-tab.

Chapter 2: Configuring SMS 17 Modifying the labels for the SMS sub-tab XSL Template Select this option for the SMS sub-tab. In the drop-down list, select the SMS Opt-In option. Title Specify the title for the sub-tab. This is the name that you want Information Portal to display in the tan bar on a search page. For example, SMS. Description Specify a detailed description about what clicking on this sub-tab will display or do, or what this sub-tab is for. (For example, type “Enter your SMS-enabled phone number and select the notices you want to receive”.) Information Portal displays this description as instructions under the Title in the tan bar on a search page.

HTML Help File This is not required for the SMS feature. This is where you would type the name of the HTML help file that you want Information Portal to display. (For example, enter “basicsearch.htm”.) If your library has created HTML help for this sub-tab, you can enter the file name so that Information Portal displays the help when users click the Help button. This is the default directory for the HTML help files: \jboss\server\default\deploy\hipres.war\help\eng You must be sure to place your help file in this directory so that Information Portal can display the file.

SirsiDynix does not support custom HTML help file functionality.

Also, creating custom HTML help files requires proficiency in HTML. Additional Parameters This is not required for the SMS feature. This is for specifying the search category group to display. Modifying the labels for the SMS sub-tab Horizon Information Portal comes pre-configured with default labels (also known as Variables) for all the fields of the SMS sub-tab in My Account. However, you can modify the labels to meet the needs of your specific borrowers. You can find detailed information about Variables in the "Changing Variables" section of the Horizon Information Portal System Administration Guide.

To modify the labels 1 Open your Horizon Information Portal Admin tool web site. 2 Click the Customize tab.

Chapter 2: Configuring SMS 18 Modifying the labels for the SMS sub-tab 3 Click the Interface sub-tab. 4 Click the Variables option. The list of variable files displays. 5 Copy the Information Portal Strings variable file. 6 Type a name for this new variables file and click OK. 7 Select the new variable file you just created. For example, type New SMS Strings. The Edit Variables page displays. 8 In the Variable Pages column, select the My Account SMS option.

9 Click the label that you want to change the value for. For example, select the "Column header for the country code" label. The Edit Variable page opens in a new window.

10 Type a new Value. For example, type Region Code. 11 Click OK to return to the My Account SMS variables page. 12 Repeat steps 9-11 for each label that you want to change. 13 When you are done making changes, click the Done button at the bottom of the page. The Variables page displays. 14 Click the Setup tab. 15 Click the Libraries sub-tab. 16 Click the Profiles option. 17 Select the profile that you want to use the changed labels for. 18 Select the Variables Files option. 19 Select the new Strings File from the drop-down list. Using the example here, you would select New SMS Strings. 20 Click OK.

21 Repeat steps 17-20 for each profile that you want to use the new labels for. 22 When you are done, click the Setup tab. 23 Click the Restart JBoss button. After the JBoss server restarts, the changes will be in effect.

Chapter 2: Configuring SMS 19 Enabling the SMS processor Enabling the SMS processor The final step to take for getting the SMS feature to function is to enable the SMS processor. The SMS processor runs in Horizon Information Portal. You configure when the processor sends messages through the SMS Control in Horizon (see Fields: Edit SMS Control on page 7).

The SMS processor makes entries to the appserver log file for the following conditions: • SMS Processor errors. This includes incorrect phone data, invalid country codes, or any Java exceptions.

• SMS Server errors. This includes information from the SMS server about errors in sending the SMS message. To enable the SMS processor 1 Access your Horizon Information Portal server. 2 Locate the hip.properties file in the directory where Horizon Information Portal was installed. For example, the \appserver\jboss\server\default\conf\ directory. 3 Open the file for editing. 4 Look for the sms.processor.enable property. If it is not there, add it. Otherwise, you need to change the property value to true. The property must look like the following: sms.processor.enable=true 5 Save the file and close.

6 Restart the appserver to activate the SMS processor. Enabling Send SMS Message on the Navigation Bar The SMS feature allows for staff to send general messages directly to a borrower. However, to allow for this, you must enable the process on the navigation bar because this process is hidden by default.

The Send SMS Message option has a privilege number of 700 and is set to the Staff security level so that only users with a security level of Staff (or above) can access this process. To enable Send SMS Message on the navigation bar 1 Open the Horizon client and log in. 2 Go to Tools > Customize Launcher. 3 Select the Navigation Bar tab.

Chapter 2: Configuring SMS 20 Enabling Send SMS Message on the Navigation Bar 4 In the tree view of shortcuts, open the Circulation node. 5 Locate the Send SMS Message process and select it. 6 On the Menu Item part of the tab, clear the Hide Menu checkbox.

7 Click OK to save your changes. Verify that the option displays by opening the Circulation node of the client. Related topics • "Opening the Customize Launcher Window" in the Launcher Configuration Guide. • "Displaying or Hiding a Folder or Process" in the Launcher Configuration Guide.

Chapter 3: Day End processing 21 Configuring the SMS hold notification block Chapter 3: Day End processing You can choose to use automated SMS messaging instead of (or in addition to) postal, telephone, or electronic notification. You must purchase and enable the SMS feature to use SMS messaging. For information about day end processing, see the "Maintenance and Day End" chapter of the System Administration Guide. Also, see "Setting Up Blocks" and "Defining Notices, Invoices, and Reminders" in the Circulation Setup Guide.

This section contains the following topics: • Configuring the SMS hold notification block on page 21 • Configuring the SMS pre-overdue notification block on page 22 • Configuring the SMS overdue notification blocks on page 23 • Fields: Edit Block Types on page 24 • Enabling the SMS day end process on page 28 Configuring the SMS hold notification block By default, the day end processing for SMS notification of holds available is turned off.

This allows you to set all the settings and test the SMS feature before turning it on for day end processing.

Also, see "Setting Up Hold Requests" in the Circulation Setup Guide for general information about hold notification blocks. To configure the SMS hold notification block type 1 Open the block view in Table Editor. 2 Locate and select to edit the hnsms block type. 3 Set the appropriate values for the fields. For more information about the fields, see Fields: Edit Block Types on page 24. Default Language and the Notice Language group are the main fields that need to be set up for the SMS hold notification block.

4 Click Save. The SMS hold notification settings will take effect after the next restart of Horizon and Horizon Information Portal.

Any requests placed after this time will go through the SMS day end process for notifications (existing requests and filled holds are not affected). If Count SMS Hold Notice as Sent was not selected in the sms_control view, the hnphone or hnmail block (or both) may be added to the borrower's burb record and a phone or mail notice (or both) may be generated by the Day End process.

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