automate user update job to send user emails ie about to expire
Currently the user update job can send emails to patrons. However due to the technical aspect of creating sets and running the job our user services librarians prefer to take the information out of a dashboard and widget and add them to a template email in outlook. It would be better if a schedule job could be created to send out user update emails to logical sets. Specifically for users that are about to expire - and have loans to return.
Andrew Butterworth commented
I am aware of how to create a set and run an update user job to send an expired user email.however my colleagues want to have this job as a scheduled job run on a logical set of users (who are will expire in the next 30 days). so there is no need for systems or liaisons to do anything once the process is set up. At the moment, a set and job have to run each month to send out these emails.
See http://exl-edu.com/01_Alma/Whats_New/2018-05/Create_a_Set_in_Alma_from_an_Alma_Analytics_Report for creating sets based on Analytics reports.