SMS Messaging Administration Guide - Horizon 7.5.2 September 2012

 
Horizon 7.5.2

SMS Messaging Administration
Guide
September 2012
© 2012 Sirsi Corporation dba SirsiDynix. All rights reserved.

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     any purpose or reason, in whole or in part, without the express written consent of SirsiDynix or as except provided by
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     09/2012

ii
Contents

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

                                                                            iii
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

iv
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:

Summary of contents                                                                                       v
About 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-    To place the mouse pointer on an icon, command, or button and quickly press
                    click      and release the primary mouse button twice.

                    Right-     To place the mouse pointer on an icon, command, or button and quickly press
                    click      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”).

vi                                                                                       Conventions used in this guide
About 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.

Possible differences between the software and this guide                                                    vii
About this guide

       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.

viii                                                                             Comments and suggestions
Chapter 1: Overview

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.

Overview of steps                                                                                                  1
Chapter 1: Overview

                      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.

2                                                                                              Considerations
Chapter 1: Overview

                 • 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.

Considerations                                                                                                 3
Chapter 2: Configuring SMS

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.

Specifying country codes                                                                                             5
Chapter 2: Configuring SMS

    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.

6                                                                                         Fields: Edit Country Code
Chapter 2: Configuring SMS

                  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.

Fields: Edit SMS Control                                                                                              7
Chapter 2: Configuring SMS

                             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.

8                                                                                          Fields: Edit SMS Control
Chapter 2: Configuring SMS

                       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.

Fields: Edit SMS Control                                                                                            9
Chapter 2: Configuring SMS

                             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).

10                                                                                         Fields: Edit SMS Control
Chapter 2: Configuring SMS

                  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.

                                            Click Delete to remove the selected exception so that the exception is
                           Delete
                                            no longer used.

                                            The exception list displays all the defined exemptions that have
                           Exception list   been created.
                                            The number of exceptions displays beside the list.

                                            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.
                           Location
                                            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.

Fields: Edit SMS Control                                                                                                    11
Chapter 2: Configuring SMS

                             Option            Description

                                               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.
                             Default Country   The Country Code is a two character code that must match a value
                             Code              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.

                                               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.
                             Enable SMS Pre    When this field is not selected, the system is considered disabled for
                             Overdue Notice    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.

                                               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.
                             Enable SMS        When this field is not selected, the system is considered disabled for
                             Overdue Notice    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.

                                               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.
                             Enable SMS Hold   When this field is not selected, the system is considered disabled for
                             Notice            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.

12                                                                                             Fields: Edit SMS Control
Chapter 2: Configuring SMS

                           Option           Description

                                            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.
                           Enable SMS
                                            When this field is not selected, the system is considered disabled for
                           General Notice
                                            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.

                                            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
                           SMS              send messages during regular day-time hours. This allows you to
                           Transmission     send messages during regular day-time hours.
                           Begin Time       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.

                                            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
                           SMS
                                            automated Day End SMS messages while Day End is running.
                           Transmission
                                            This time must be based on the time and time zone for the Horizon
                           End Time
                                            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.

Fields: Edit SMS Control                                                                                                13
Chapter 2: Configuring SMS

                              Option            Description

                                                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
                              Count SMS
                                                selected, the system will generate an SMS message to send and no
                              Overdue Notice
                                                telephone messaging system or mail notices will be generated.
                              as Sent
                                                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.

                                                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
                              Count SMS Hold
                                                selected, the system will generate an SMS message to send and no
                              Notice as Sent
                                                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.

                                                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.
                              Max. SMS Phones
                                                When the maximum value is reached (either by the user entering
                              in HIP
                                                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.

14                                                                                      Enabling SMS for a phone type
Chapter 2: Configuring SMS

                  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.

Enabling SMS configuration in My Account                                                                       15
Chapter 2: Configuring SMS

                      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.

16                                                                                     Fields Sub-Tab Information
Chapter 2: Configuring SMS

                  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.

Modifying the labels for the SMS sub-tab                                                                        17
Chapter 2: Configuring SMS

                      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.

18                                                                            Modifying the labels for the SMS sub-tab
Chapter 2: Configuring SMS

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.

Enabling the SMS processor                                                                                    19
Chapter 2: Configuring SMS

                      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.

20                                                                 Enabling Send SMS Message on the Navigation Bar
Chapter 3: Day End processing

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.

Configuring the SMS hold notification block                                                                      21
Chapter 3: Day End processing

                           However, the SMS hold notification will not be sent if any of the following cases
                           are true:
                           • The Enable SMS Hold Notice option is not selected in the sms_control table
                             (for the system and for the borrower's location if there is an exception).
                           • Borrower does not have any SMS opt-in phone numbers specified.
                           • Borrower's specified SMS phone number is not associated with an sms_enabled
                             phone type.
                           • Borrower has not opted-in to receive hold notifications to any specified
                             SMS phone numbers.
                           • The hold has expired or been deleted.
                           • Borrower has a 'pcr' (Phone Correction Request) block in the burb table.
                           • The SMS hold block in the burb has been sent (print_ notice flag is 1).

     Configuring the SMS pre-overdue notification block
                      By default, the day end processing for SMS notification of pre-overdue items is
                      turned off. This allows you to set all the settings and test the SMS feature before
                      turning it on for day end processing.
                      The pre-overdue notice period is calculated based on the Day End’s date, pre_
                      overdue_day in borrower type (btype), and the last_preoverdue_date in sms_control.

                      To configure the SMS pre-overdue notification block type
                      1    Open the block view in Table Editor.
                      2    Locate and select to edit the podsms 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 pre-overdue notification block.
                      4    Click Save.
                           The SMS pre-overdue notification settings will take effect after the next restart
                           of Horizon and Horizon Information Portal. Any item due within the configured
                           time period after this will go through the SMS day end process for notifications.
                           However, the SMS pre-overdue notification will not be sent if any of the
                           following cases are true:
                           • The Enable SMS Pre Overdue Notice option is not selected in the sms_control
                             table (for the system and for the borrower's location if there is an exception).
                           • Borrower does not have any SMS opt-in phone numbers specified.

22                                                                Configuring the SMS pre-overdue notification block
Chapter 3: Day End processing

                       • Borrower's specified SMS phone number is not associated with an sms_enabled
                         phone type.
                       • Borrower has not opted-in to receive pre-overdue notifications to any specified
                         SMS phone numbers.
                       • The item is no longer pre-overdue (it was checked in, it is now overdue, or the
                         item is not within the pre-overdue period).

Configuring the SMS overdue notification blocks
                  By default, the day end processing for SMS notification of overdue items is turned off.
                  This allows you to set all the settings and test the SMS feature before turning it on
                  for day end processing.
                  The location for circ_privilege is based on the setting in the matham Mq view, in the
                  Circ Settings by field. If the value is set to Item's Location, then max notices and
                  notice delay should be the values from the item’s location. If the value in matham is
                  set to Circ Location (checkout location), then use the checkout location for the values.
                  An SMS overdue block will be generated for every overdue (od block) if it is time to
                  generate the overdue notices. However, you must account for the Notice Delay for
                  overdue blocks (first notice delay plus notice interval in circ_privilege), because
                  SMS overdue blocks will not be created if there is not enough time to generate them.
                  You can set up a notification block for one or more SMS overdue notices: First, second,
                  third, and final. The configuration steps are the same for each one.

                  To configure the SMS hold notification block type
                  1    Open the block view in Table Editor.
                  2    Locate and select to edit the odsmsN (where N is 1, 2, 3, or F) block type.
                       Note: You can add additional block types if your library wants to configure more
                       than 4 messages. For example, you could add odsms4 and odsms5.
                  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 each SMS overdue notification block.
                  4    Click Save.
                       The SMS overdue notification settings will take effect after the next restart of
                       Horizon and Horizon Information Portal. Any item that becomes overdue after this
                       time will go through the SMS day end process for notifications. If Count SMS
                       Overdue 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.
                       However, the SMS overdue notification will not be sent if any of the following
                       cases are true:

Configuring the SMS overdue notification blocks                                                                 23
Chapter 3: Day End processing

                           • The Enable SMS Overdue Notice option is not selected in the sms_control table
                             (for the system and for the borrower's location if there is an exception).
                           • Borrower does not have any SMS opt-in phone numbers specified.
                           • Borrower's specified SMS phone number is not associated with an sms_enabled
                             phone type.
                           • Borrower has not opted-in to receive overdue notifications to any specified
                             SMS phone numbers.
                           • The item is no longer overdue (it was checked in) at the time the message is
                             prepared to be sent.
                           • The Notice number in the burb is greater than the max notice value in circ_
                             privilege. A lost block will then be generated.
                           • The last notice block (noticeN) of the item is mail notices with a print flag of
                             1. No noticeN notices will be generated in this instance as well.
                           • Borrower has a 'pcr' (Phone Correction Request) block in the burb table.
                           • The SMS block in the burb has been sent (print_ notice flag is 1).

     Fields: Edit Block Types
                      Path: Table Editor > Block > hnsms > Edit
                      Path: Table Editor > Block > podsms > Edit
                      Path: Table Editor > Block > odsmsN > Edit
                      For the day end processing of SMS hold, pre-overdue, and overdue notifications, you
                      need to specify the appropriate settings in the block.
                      Block Type
                           Specifies the block type code. For the SMS notifications, this will be hnsms for
                           holds, podsms for pre-overdues, and odsmsN (where N is 1, 2, 3, or F) for
                           overdues.
                      Description
                           Specify information about the block type.
                      Action
                           Mark the appropriate button to specify what action is taken when the block is
                           assigned to a borrower:

                            Option    Description

                            None      No action. Choose this option for all SMS notifications.

24                                                                                               Fields: Edit Block Types
Chapter 3: Day End processing

                           Option   Description

                                    Causes Horizon to print a notice about the block or create an e-mail message
                           Print
                                    to send to the borrower. This is not applicable for SMS notifications.

                                    Adds the block to a review list for circulation staff to view in Circulation
                           Review   Reports before any other action is taken. This is not applicable for
                                    SMS notifications.

                   Default Language
                        Enter the message that you want to send in the SMS notification for the block.
                        This message is used if no message has been specified in the block view’s Notice
                        Language group for the borrower’s location.
                        Note: The maximum length of an SMS message is 160 characters. If the message
                        text that is here (and potentially appended from Notice Language) is longer than
                        160 characters, the SMS server splits the message into 2 or more messages. This
                        would double (or more) the number of messages that are sent and that the library
                        is charged for.
                        For example, you might use this as the default text for an SMS hold notice:
                        “Your requested item is now available for pickup from the library.”
                   Days History
                        Enter the number of days that you want a block to remain in a borrower’s history
                        file before Day End Processing deletes the block.
                        (For example, if you want Horizon to delete the block after it has been in the
                        borrower’s history file for 90 days, enter “90”.)
                        Blocks can also be deleted manually by a staff member.
                   Day-end No Purge
                        If you do not want Day End to delete any unresolved notes or blocks of this type,
                        mark this box.
                   Horizon-defined?
                        Displays whether the block is system-defined. The SMS notification blocks are all
                        Horizon-defined.
                        You cannot change or delete the Horizon-defined codes for blocks or notes.
                   PAC Display
                        If you want to display the block in your PAC when borrowers view their borrower
                        information, mark this box.
                        Horizon Information Portal does not need this field.
                   Amount Type
                        If the block deals with money, mark the appropriate Amount Type option.

Fields: Edit Block Types                                                                                                    25
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