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.

Print

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

Review

Adds the block to a review list for circulation staff to view in Circulation 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.

If you want to specify that this block applies no monetary amount and you want to remove the Amount field from the Edit Block window in Circulation, mark None.

An amount type must be marked for any library-defined fee blocks. The Amount Type lets you track payments by type.

Some blocks automatically assign a fine amount determined by circulation privileges. For example, Horizon automatically assesses overdue fines. You should not manually enter or change these automatically-assigned fines (designated as “Horizon defined” in the block view).

Default Fee

Enter a default amount charged, paid, waived, or refunded for an amount-type block.

(This field is optional. An example of a fee block that might have a default amount is an interlibrary loan fee.)

Notice Language

In this group, you can set up exceptions to the Default Language text that will be based on the borrower location, borrower type, or both.

Click New to add a new exception, click Delete to remove the selected exception, or select an existing Notice Language from the list.

Field

Description

Location

Enter or choose the code for the location whose notice will display the alternate message.

You can enter different messages for locations, BTYPEs, and combinations of the two.

Borrower Type

Enter or choose the code for the BTYPE to which the message will be sent.

You can enter different messages for locations, BTYPEs, and combinations of the two.

Append

If you want to continue with the message in the Notice Language field (adding it to the end of the default message) instead of replacing the default message, mark this field.

This could be useful for appending information to the message, like the name of the location.

Note: The text that is appended will be counted as part of the 160 character-maximum SMS message.

For SMS messages, you could create different language versions of the message (it would have to be based on location and/or BTYPE). In that case, you would not want to select this box.

Notice Language

Enter the message to display on the notice in place of, or in addition to, the default SMS message sent to borrowers that you identify in the Location and Borrower Type fields of this group.

Email Notice Language

This field is not applicable for SMS notices.

Applicable taxes

In this group, you can set up the taxes to apply for a tax type.

Click New to add a new type, click Delete to remove the selected type, or select an existing Applicable taxes from the list.

Field

Description

Tax Block

Enter or choose the code for the tax type you want to apply.

Tax Rate (eg. 0.75)

Enter the tax percentage rate as a decimal value, using this format: N.NN.

For example, “0.02” is the decimal equivalent of 2%, “0.10” is the decimal equivalent of 10%, and so forth. When the fee or fine is assessed for a borrower, the tax is automatically calculated and added to the total amount due.

Disallow Opac Renewals

This field is not applicable for SMS notices.

Mark this box if you want to prohibit borrowers with this type of block from making renewals using your OPAC.

Default Email Language

This field is not applicable for SMS notices.

Enter the text to display in an email message sent to borrowers that you identify in the Location and Borrower Type fields of this group.

You must specify in each borrower’s record whether they can receive notices by email.

Force Print Only

This field is not applicable for SMS notices.

If you want notices for the block to always print even if the borrower’s record is marked to receive notices by email, mark this box.

Horizon displays a check mark in the Send Email column of the Circulation Reports Notice Batch List for those items that you have set up to receive email. (For more information, see “Printing or emailing Notices, Invoices, and Reminders” in the “Notices” chapter of the Circulation Guide.)

Sort Priority Order

Enter the number of the priority level you want the block type to have.

For example, if you want the block type to always display at the top of the list of blocks, enter “0” (zero). If you want the block type to always display at the bottom of the list of blocks, enter a number higher than the total number of block types on your system.

 


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