1. | Contact your sales representative about purchasing this feature. |
2. | Understand all the important considerations about implementing the SMS feature. See Considerations. |
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. |
7. | Configure the appropriate settings in the sms_control table. For more information, see Enabling SMS messaging. |
8. | Specify the SMS-enabled phone types. For more information, see Enabling SMS for a phone type. |
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. |
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. 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. |
12. | You must enable the SMS processor for messages to be sent. For more information, see Enabling the SMS processor. |
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, Configuring the SMS overdue notification blocks, and Configuring the SMS pre-overdue notification block. |
14. | After the SMS blocks are configured, you must enable the process. For more information, see Enabling the SMS day end process. |
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. |
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. |
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