How to create an automated NOTIFY email for e-resources

Background

Alma offers the ability to enter a user's name in a POL and have that user notified when the purchased resource arrives.

We use this feature to notify interested patrons when an e-book or other e-resource is activated.

Note: We do not use this feature for print materials (because the patron would be notified when the book is first received but not yet cataloged or processed, which would cause confusion). Instead, we place a hold on the book at the time of order. See NOTIFY procedure for book orders.

When ordering an e-book and desiring to notify a user, the ordering operator goes to the "Interested Users" tab of the POL and adds an interested user, checking the box "Notify user upon receiving/activation." When the e-book is activated, the user receives an email.

Note: If the MMS ID changes because Metadata Management & Cataloging puts the portfolio on a different bib record, the link in the email will fail. The XML below was modified to accommodate this.

Email the user receives

Subject: Library resource now available

Order Interested In

Dear [Firstname Lastname]

You were specified as an 'Interested In' for the following order:

Order Number: : POL-12304

Title: : BEYOND POLITICS: THE PRIVATE GOVERNANCE RESPONSE TO CLIMATE CHANGE., CAMBRIDGE, CAMBRIDGE UNIV PRESS, 2017, 9781316848555, ISBN

MMS ID : 99600236702396

Call Number :

Receiving Note :

Message : E-resource was activated.

If the requested material is an electronic resource, it will be available within 24 hours at this link [link to Primo using MMS ID]. If this link doesn't work, use the search box to search for the title of the resource. If the requested material is a print resource, it will be available after processing; you can check status at this link [link to Primo using MMS ID].

Sincerely

URI Libraries Circulation

------

Note: The sentence "If the requested material is a print resource, it will be available after processing; you can check status at this link [link to Primo using MMS ID]." should be completely unnecessary, since we do not use this feature for print materials. Nonetheless, we included this sentence in case the ordering operator checks the "Notify user upon receiving/activation" box in error when ordering a print book.

How to set this up

1. Configuration => General => Letters Configuration

Find "InterestedInLetter"

Edit

Code: subject, enter Description "Library resource now available"

Code: bcc, enter Description [email address of Acquisitions e-book ordering operator]

Code: department, enter Description "URI Libraries Circulation"

Code: addressFrom, enter Description "librarycirc-group@uri.edu"

Save.

2. Configuration => General => Letters Configuration

Find "Interested In Letter"

Edit

Enter this content on the Template tab:

<?xml version="1.0" encoding="utf-8"?>

<xsl:stylesheet version="1.0"

xmlns:xsl="http://www.w3.org/1999/XSL/Transform">

<xsl:include href="header.xsl" />

<xsl:include href="senderReceiver.xsl" />

<xsl:include href="mailReason.xsl" />

<xsl:include href="footer.xsl" />

<xsl:include href="style.xsl" />

<xsl:template match="/">

<html>

<head>

<xsl:call-template name="generalStyle" />

</head>

<body>

<xsl:attribute name="style">

<xsl:call-template name="bodyStyleCss" />

</xsl:attribute>

<xsl:call-template name="head" />

<xsl:call-template name="senderReceiver" />

<xsl:call-template name="toWhomIsConcerned" />

@@You_were_specify@@:

<tr>

<td>

@@orderNumber@@ :

</td>

<td>

<xsl:value-of select="notification_data/line_number"/>

</td>

</tr>

<tr>

<td>

@@title@@ :

</td>

<td>

<xsl:value-of select="notification_data/title"/>

</td>

</tr>

<tr>

<td>

@@mmsId@@ :

</td>

<td>

<xsl:value-of select="notification_data/mms_id"/>

</td>

</tr>

<tr>

<td>

@@callNumber@@ :

</td>

<td>

<xsl:value-of select="notification_data/poline_inventory/call_number"/>

</td>

</tr>

<tr>

<td>

@@receivingNote@@ :

</td>

<td>

<xsl:value-of select="notification_data/receiving_note"/>

</td>

</tr>

<tr>

<td>

@@message@@ :

</td>

<td>

<xsl:value-of select="notification_data/message"/>

</td>

</tr>

<tr>

<td>If the requested material is an electronic resource, it will usually be available within one day, sometimes longer. be available within 24 hours at

Search for it by title in <a href="https://uri-primo.hosted.exlibrisgroup.com/primo-explore/search?vid=01URI">URI Libraries Search</a>.

<a><xsl:attribute name="href">https://uri-primo.hosted.exlibrisgroup.com/primo-explore/search?tab=default_tab&search_scope=Books_More&vid=01URI&query=any,exact,"<xsl:value-of select= '/notification_data/mms_id' />"</xsl:attribute>this link</a>.

If this link doesn't work, use the search box to search for the title of the resource.

If the requested material is a print resource, it will be available after processing; you can check status at

</td>

</tr>

</table>

<table>

<tr><td>@@sincerely@@</td></tr>

<tr><td>@@department@@</td></tr>

</table>

<xsl:call-template name="lastFooter" />

</body>

</html>

</xsl:template>

</xsl:stylesheet>

Save.