Add a new profile

To add a new profile for a borrower:

Edit the borrower's registration details.
Click New Profile. This opens a window with the profile.
Add your search terms, being mindful of the Boolean operators if you’re setting up multiple terms. If required you can restrict the search by location, collection, material type, etc.

If global expansion is turned on you'll see a Global option. Select this option and the search will be across all databases that have global expansion turned on.

Test your search to ensure that you are going to get results. Be mindful of using the breadcrumbs to navigate back from your search results. Do not use the Back button on your browser or you will lose any fields you have entered prior to testing the search.
Set the frequency that you would like the library database to be scanned for new items matching your search profile. The frequency can be set to run daily, weekly, monthly or quarterly.
If you wish, set an expiry date for your alert profile.
Give a meaningful name to your alert profile so that at a glance you will be able to recognise which alert profile it is when viewed in a list.
Click Save at the bottom of the window to save your new profile.
Select Use for Profile Matching. This means you will be able to use this profile to provide matches for the borrower in the Home Services module.

We’ll be using alert profiles to find matching titles for Home Services borrowers. However profiles can also be scanned as part of the library’s overnight housekeeping. Any new works that meet the profile’s search criteria are added to the “profile set”, and the borrower is notified by e-mail. The e-mail includes a hyperlink to each work so that the borrower can then click on the hyperlink to go directly to the work and place a reservation against it if they wish. Select the Send alerts checkbox if you wish the profile to be scanned during overnight housekeeping.

Once you are happy with your new profile click Save again.

Edit a profile

To edit an existing profile:

Edit the borrower's registration details.
Select the profile and click Edit Profile. This opens a window with the profile.
Make your changes., and then click Save at the bottom of the window.
Close the profile window.

Delete a profile

To delete a profile:

Edit the borrower's registration details.
Select the profile and click Edit Profile. This opens a window with the profile.
At the bottom of the window, click Delete and then OK at the confirmation prompt.
Close the profile window.

Add, edit or delete via Enquiry

Profiles can also be added, edited or deleted via Enquiry. From the Full Display of the borrower:

Click Add SDI Profile to add a new profile.
Click the link to the SDI Profiles, and then click the link to the profile you want to edit or delete.

Add, edit or delete via OPAC

Borrowers can also add, edit or delete profiles via OPAC.