Libraries who have chosen to implement HIP 4.0 and higher have the ability to let you send email alerts to borrowers whenever you acquire new items with authority headings in which they have interest. (For example, a borrower might want an email alert if your library acquires any new titles by John Grisham.)
This workflow outlines how the Horizon client and Information Portal work together to send emails alerting borrowers of newly acquired items:
A borrower may receive an email that lists an item multiple times—one for each authority the borrower has defined. (For example, if a borrower chooses as an author “John Grisham”, and as a subject “Fiction - Legal”, then a new item written by John Grisham and also having the subject “Fiction - Legal” will create two lines on the email for that item.
Before You Begin:
• | Make sure that for each location from which you want to send email alerts, you have set up a return address type that should have these fields completed on the location table: Email, Reply To, BCC (optional), and Subject (optional). |
• | Make sure that for each borrower to whom you want to send email alerts, you have set up these fields on the borrower table: Email Name and Internet Addr. |
To set up email alerts for newly acquired items
1 | Open the borrower_alert_config view. |
2 | Mark the Email Alerts option if you want to specify that Information Portal sends emails alerting borrowers of newly acquired items that meet their specific heading preferences. |
3 | In the Min Days between Email Alerts field, enter the minimum number of days that you want Information Portal to wait before sending additional email alerts. |
Note: If you enter a “0” as the value, Information Portal sends an email at any time. If you enter a “1” or any other higher number, Information Portal waits those number of days between sending subsequent emails to the borrower. (For example, if you enter a value of “10”, Information Portal waits at least ten calendar days between subsequent emails to the same borrower.
The value you enter does not specify that you want Information Portal to send email alerts only once every ten days for all borrowers. This prevents Information Portal from sending repeated emails to the same borrower within a short period of time.
4 | Choose the MARC map to use for the authority heading for these authorities when the authority record is updated: |
• | Author |
• | Subject |
• | Series |
These headings are stored in the borrower_auth_heading tables.
5 | Save your changes. |
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