From: rsoulliere Date: Sat, 12 May 2012 15:08:58 +0000 (-0400) Subject: Add SMS text Messaging from Sally/ESI. Thanks! X-Git-Url: http://git.equinoxoli.org/?p=Evergreen-DocBook.git;a=commitdiff_plain;h=bac321e2b7f4c7609067ba618e759d78acba832b Add SMS text Messaging from Sally/ESI. Thanks! --- diff --git a/admin/SMS_messaging.txt b/admin/SMS_messaging.txt new file mode 100644 index 0000000..9444700 --- /dev/null +++ b/admin/SMS_messaging.txt @@ -0,0 +1,122 @@ +SMS Text Messaging +------------------ + +The SMS Text Messaging feature enables users to receive hold notices via text message. Users can opt-in to this hold notification as their default setting for all holds, or they +can receive specific hold notifications via text message. Users can also send call numbers and copy locations via text message. + +Administrative Setup +~~~~~~~~~~~~~~~~~~~~ + +You cannot receive text messages from Evergreen by default. You must enable this feature to receive hold notices and copy information from Evergreen via text message. + +Enable Text Messages +^^^^^^^^^^^^^^^^^^^^ + +. Click *Admin* -> *Local Admin* -> *Library Settings Editor.* +. Select the setting, *Enable features that send SMS text messages.* +. Set the value to *True,* and click *Update Setting.* + +image::media/SMS_Text_Messaging1.jpg[SMS_Text_Messaging1] + +Authenticate Patrons +^^^^^^^^^^^^^^^^^^^^ + +By default, you must be logged into your OPAC account to send a text message from Evergreen. However, if you disable this setting, you can text message copy information without having +to login to your OPAC account. + +To disable the patron login requirmement: + +. Click *Admin* -> *Local Administration* -> *Library Settings Editor.* +. Select the setting, *Disable auth requirement for texting call numbers*. +. Set the value to *True,* and click *Update Setting.* + +image::media/SMS_Text_Messaging2.jpg[SMS_Text_Messaging2] + +Configure SMS Carriers +^^^^^^^^^^^^^^^^^^^^^^ + +A list of SMS carriers that can transmit text messages to users is available in the staff client. Library staff can edit this list, or add new carriers. + +To add or edit SMS carriers: + +. Click *Admin* -> *Server Administration* -> *SMS Carriers*. +. To add a new carrier, click the *New Carrier* button in the top right corner of the screen. To edit an existing carrier, double click in any white space in the carrier's row. ++ +image::media/SMS_Text_Messaging3.jpg[SMS_Text_Messaging3] ++ +. Enter a (geographical) *Region*. +. Enter the carrier's *Name*. +. Enter an *Email Gateway.* The SMS carrier can provide you with the content for this field. The $number field is converted to the user's phone number when the text message is generated. +. Check the *Active* box to use this SMS Carrier. + +image::media/SMS_Text_Messaging4.jpg[SMS_Text_Messaging4] + +Configure Text Message Templates +^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^ + +Library staff control the content and format of text messages through the templates in Notifications/Action Triggers. Patrons cannot add free text to their text messages. + +To configure the text of the SMS text message: + +. Click *Admin* -> *Local Administration* -> *Notifications/Action Triggers.* +. Create a new A/T and template, or use or modify an existing template. For example, a default template, "Hold Ready for Pickup SMS Notification," notifies users that the hold is ready for pickup. ++ +image::media/SMS_Text_Messaging5.jpg[SMS_Text_Messaging5] ++ +. You can use the default template, or you can edit the template and add content specific to your library. Click the hyperlinked name to view and/or edit the hold notice. + +image::media/SMS_Text_Messaging6.jpg[SMS_Text_Messaging6] + +Receiving Holds Notices via Text Message +~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ + +You can receive notification that your hold is ready for pickup from a text message that is sent to your mobile phone. + +. Login to your account. ++ +image::media/SMS_Text_Messaging12.jpg[SMS_Text_Messaging12] ++ +. Search the catalog. +. Retrieve a record, and click the *Place Hold* link. +. Select the option to retrieve hold notification via text message. +. Choose an SMS Carrier from the drop down menu. NOTE: You can enter your SMS carrier and phone number into your *Account Preferences* to skip steps five and six. +. Enter a phone number. +. Click *Submit.* + +image::media/SMS_Text_Messaging13.jpg[SMS_Text_Messaging13] + +Sending Copy Locations via Text Message +~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ + + +You can search the catalog for an item, and, after retrieving results for the item, click a hyperlink to send the copy location in a text message. + +. Login to your account in the OPAC. NOTE: If you have disabled the setting that requires patron login, then you do not have to login to their accounts to send text messages. +See *Administrative Setup* for more information. ++ +image::media/SMS_Text_Messaging7.jpg[SMS_Text_Messaging7] ++ +. Search the catalog, and retrieve a title with copies. +. Click the *Text* link adjacent to the call number. ++ +image::media/SMS_Text_Messaging8.jpg[SMS_Text_Messaging8] ++ +. The text of the SMS Text Message appears. ++ +image::media/SMS_Text_Messaging9.jpg[SMS_Text_Messaging9] ++ +. Choose an SMS Carrier from the drop down menu. NOTE: You can enter your SMS carrier and phone number into your *Account Preferences* to skip steps five and six. +. Enter a phone number. ++ +image::media/SMS_Text_Messaging10.jpg[SMS_Text_Messaging10] ++ +. Click *Submit*. +. The number and carrier are converted to an email address, and the text message is sent to your mobile phone. + +image::media/SMS_Text_Messaging11.jpg[SMS_Text_Messaging11] + +*Permissions to use this Feature* + +ADMIN_SMS_CARRIER - Enables users to add/create/delete SMS Carrier entries. + + diff --git a/admin/lsa-library_settings_editor.txt b/admin/lsa-library_settings_editor.txt index 1a0ca81..3cf8d20 100644 --- a/admin/lsa-library_settings_editor.txt +++ b/admin/lsa-library_settings_editor.txt @@ -1,6 +1,19 @@ Library Settings Editor ----------------------- +Fine Accrual on Closed Dates +~~~~~~~~~~~~~~~~~~~~~~~~~~~~ + +By default, fines accrue only on dates that the library is open. This feature enables you to charge patrons fines on dates the library is closed. Fines accrue during scheduled closings as well as during normal weekly closed dates. + +To enable this feature: + +. Click *Admin* -> *Local Administration* -> *Library Settings* -> *Charge fines on overdue circulations when closed* +. Click *Edit*. +. Set the value to *True*. +. Click *Update Setting*. + + Target Copies for Holds at Closed Libraries 2.2 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ diff --git a/media/SMS_Text_Messaging1.jpg b/media/SMS_Text_Messaging1.jpg new file mode 100644 index 0000000..6bbfa99 Binary files /dev/null and b/media/SMS_Text_Messaging1.jpg differ diff --git a/media/SMS_Text_Messaging10.jpg b/media/SMS_Text_Messaging10.jpg new file mode 100644 index 0000000..ec9da27 Binary files /dev/null and b/media/SMS_Text_Messaging10.jpg differ diff --git a/media/SMS_Text_Messaging11.jpg b/media/SMS_Text_Messaging11.jpg new file mode 100644 index 0000000..fea6a70 Binary files /dev/null and b/media/SMS_Text_Messaging11.jpg differ diff --git a/media/SMS_Text_Messaging12.jpg b/media/SMS_Text_Messaging12.jpg new file mode 100644 index 0000000..cf012f0 Binary files /dev/null and b/media/SMS_Text_Messaging12.jpg differ diff --git a/media/SMS_Text_Messaging13.jpg b/media/SMS_Text_Messaging13.jpg new file mode 100644 index 0000000..541fc26 Binary files /dev/null and b/media/SMS_Text_Messaging13.jpg differ diff --git a/media/SMS_Text_Messaging2.jpg b/media/SMS_Text_Messaging2.jpg new file mode 100644 index 0000000..81f1ba0 Binary files /dev/null and b/media/SMS_Text_Messaging2.jpg differ diff --git a/media/SMS_Text_Messaging3.jpg b/media/SMS_Text_Messaging3.jpg new file mode 100644 index 0000000..f03f42e Binary files /dev/null and b/media/SMS_Text_Messaging3.jpg differ diff --git a/media/SMS_Text_Messaging4.jpg b/media/SMS_Text_Messaging4.jpg new file mode 100644 index 0000000..ef00191 Binary files /dev/null and b/media/SMS_Text_Messaging4.jpg differ diff --git a/media/SMS_Text_Messaging5.jpg b/media/SMS_Text_Messaging5.jpg new file mode 100644 index 0000000..94b7913 Binary files /dev/null and b/media/SMS_Text_Messaging5.jpg differ diff --git a/media/SMS_Text_Messaging6.jpg b/media/SMS_Text_Messaging6.jpg new file mode 100644 index 0000000..e8ecc43 Binary files /dev/null and b/media/SMS_Text_Messaging6.jpg differ diff --git a/media/SMS_Text_Messaging7.jpg b/media/SMS_Text_Messaging7.jpg new file mode 100644 index 0000000..cf012f0 Binary files /dev/null and b/media/SMS_Text_Messaging7.jpg differ diff --git a/media/SMS_Text_Messaging8.jpg b/media/SMS_Text_Messaging8.jpg new file mode 100644 index 0000000..17fceac Binary files /dev/null and b/media/SMS_Text_Messaging8.jpg differ diff --git a/media/SMS_Text_Messaging9.jpg b/media/SMS_Text_Messaging9.jpg new file mode 100644 index 0000000..a86fa15 Binary files /dev/null and b/media/SMS_Text_Messaging9.jpg differ diff --git a/root.txt b/root.txt index 0d30231..ec70016 100644 --- a/root.txt +++ b/root.txt @@ -122,6 +122,7 @@ include::admin/restrict_Z39.50_sources_by_perm_group.txt[] include::admin/booking-admin.txt[] +include::admin/SMS_messaging.txt[] Local Administration ====================