Phone types and SMS messaging

SMS Text / Notices Reference Guide 

Which boxes should be checked for patrons to get which messages??

The box you check in the Notices By part of the address section of registration works together with the code type you assign to the phone number.  The right choices have to be made for the correct notice to be sent...or not sent.

If the patron wants SMS notices, your only phone options are the 2 mobile types.  To get SMS notices, the type of SMS notices boxes have to be checked.

But the above SMS in yellow has some issues. Please read the IMPORTANT NOTE at the end of this reference sheet.

Here is an explanation of what the different phone code types will produce:

h             Will get phone notice. If phone notice fails, they will get either email or print notice, depending on what is selected in the patron record. SMS is not an option (even if home number is a cell-mobile options MUST be used if SMS is desired)

h-no      Will get either email or print notice, depending on which option is selected in the address section. SMS is not an option (even if home number is a cell-mobile options MUST be used if SMS is desired)

m            Will get phone notice, unless SMS is selected. In that case only SMS notices will be sent. If phone notice fails, they will get either email or print notice, depending on what is selected in  the address section.  If patron wants text messages, choose this and make sure the types of SMS message boxes are checked. 

m-no     Will get either email or print notice, depending on what is selected in the address section, unless SMS is selected; in that case, only SMS notices will be sent. If patron ONLY wants text message with no other type of message if the text message is unsuccessfully sent, choose this and make sure the types of SMS message boxes are checked.

 

o             Will get phone notice. If phone notice fails, they will get either email or print notice, depending on what is selected in the patron record. SMS is not an option. 

o-no      Will get either email or print notice, depending on what is selected in the address section. SMS is not an option.

IF they only want email, then choose email, not standard.  Choose the appropriate “-no” phone, and do NOT check any of the SMS boxes.

If any SMS box is checked (they want a text message), a mobile phone has to be used. No other message type will be used as a backup if the SMS message fails.

3/1/22 -dh

IMPORTANT NOTE:

SJVLS notes a glitch in programming with SMS notices:

“In the case of SMS Hold Notices, if in the patron record “SMS Holds” is checked, then that is the only message they will get. Because of the current SMS settings by the vendor, SMS Overdue Notices will not count as a notice sent, so they will also receive a phone/email/print notice, depending on their settings for these.”

I interpret this as: if both hold and overdue boxes are checked, only the hold notice will be sent SMS.  The overdue will be sent by the other setting (email or standard).

If just OVERDUE is selected for SMS, then it will only go by text.

The glitch happens when both hold and overdue boxes are checked.

What is the easiest way to handle this discrepancy?

A straightforward way to not confuse customers is to simply ask the patron, “Would you like a text message when your hold is here?,”  and just let the standard selected notice handle the overdue issue. 

Other tips / Options:

• Encourage the customer to choose email notifications to lessen calls.
• Directly discuss which text a customer desires to have be priority, if they ask to have both.
• Let them know the limitations, if they ask.
• If we just select Overdue in SMS, that is the text they will get.
• For the sake of easier training, if a customer has an email address and doesn’t want calls or texts,  I usually just select m-no without checking any SMS boxes.
• If the customer absolutely loves calls, doesn't want texts and refuses to provide an email, “h” is the best bet.
• Note: SMS General has nothing to do with holds or overdues.  We don’t currently use this option.

3/1/22 – MH

SmartPay-Login restrictions

 There are a few instances in which patrons are not able to use SmartPay.

If the card is marked lost, the patron wi be unable log on to SmartPay.

If a patron has a lost item on their record and has one of the following btypes, they will be unable to log in to SmartPay:

• Pcoll
• Mcadic
• Mcjic
• Mcyaic
• Maincoll
• Majinco

Fresno's accounts are not blocked from SmartPay, with the exception of lost cards.

3/10/22-dh
    

Staff password structure

 

SJVLS turned on Horizon STAFF password complexity on February 16, 2021. It has not been on at all until now.

As of now the following complexity will be required:

    Password Character length

• Minimum of eight (8)
• Maximum of 25 (25)

    Minimum Uppercase letters -at least one (1)

    Minimum Lowercase letters - at least one (1)

    Minimum Numbers - at least one (1)

    Minimum special characters - NOT required, but can be used

    Maximum number of consecutive number/character repeats - two (2)

    Other password changes:

• Password change is required every 180 days
• Cannot use the same password 2x in a row
• There will be a warning ten (10) days before your password expires
• You have the ability to change your own password at any time from inside Horizon (File>Change>Password)
• Account lockout will occur if you enter the wrong password five (5) times in a row you will be locked out of your account for 5 minutes
• Account will be disabled if you enter the wrong password ten (10) times in a row.  You will need to call the JSA to have it re-enabled.
• If your password expires and you do not login and change it within thirty (30) days your account will automatically become disabled

  4/15/21

New block categories

 

The next time staff go to add a fee to a borrower’s account the list of blocks will look a bit different. I removed the “Lost on Dynix” block, because it hasn’t been used since 2003, and it’s no longer relevant. I added two new fee blocks: print and repcard. The menu now looks like this:

Staff can use the print block type for fees associated with printing and/or faxing materials. Because this block type will already declare that it’s related to printing, I was thinking staff would only have to record information about number of pages printed in the comment, but how you want your staff to record any comments is up to you. 

Staff can use the repcard as a block type for fees associated with issuing replacement cards. 

The screenshot below shows what the blocks look like when they’re added to a borrower’s account.  

9/2020