[Wactclc-alma] Addressing Alma letters to Preferred name or First Name

[Guidry, Wade]

I figured this one out.

In the letters components configuration for mailreason.xsl and senderreceiver.xsl, you simply replace on the template tab the name references as shown below.

With these changes, if a preferred first or preferred last name exists in the user record, the preferred version will be used. Otherwise, the default version will be used.

Laura, I already made this update in your Alma instance.

Senderreceiver.xsl

Change:

<xsl:value-of select="receivers/receiver/user/first_name"/> <xsl:value-of select="receivers/receiver/user/last_name"/>

To:

<xsl:value-of select="receivers/receiver/user/preferred_first_name"/> <xsl:value-of select="receivers/receiver/user/preferred_last_name"/>

Mainreason.xsl

Change:

<xsl:value-of select="receivers/receiver/user/first_name"/>

To:

<xsl:value-of select="receivers/receiver/user/preferred_first_name"/>


Wade Guidry
Library Consortium Services Manager, WACTCLC
wadeg at bigbend.edu<mailto:wadeg at bigbend.edu>
(509) 760-4474
http://www.wactclc.org<http://www.wactclc.org/>

Schedule a meeting with me<https://calendly.com/wactclcalmaprimo/>
My Zoom Instant Meeting Link<https://bigbend.zoom.us/j/8763410457>

From: Wactclc-alma <wactclc-alma-bounces at lists.ctc.edu> On Behalf Of Guidry, Wade
Sent: Tuesday, March 9, 2021 3:37 PM
To: WACTCLC Alma Discussion <wactclc-alma at lists.ctc.edu>
Subject: Re: [Wactclc-alma] Addressing Alma letters to Preferred name or First Name

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Good question, Laura.

I'm sure there's a way.

I'll investigate and post the answer back to the list.


Wade Guidry
Library Consortium Services Manager, WACTCLC
wadeg at bigbend.edu<mailto:wadeg at bigbend.edu>
(509) 760-4474
http://www.wactclc.org<http://www.wactclc.org/>

Schedule a meeting with me<https://calendly.com/wactclcalmaprimo/>
My Zoom Instant Meeting Link<https://bigbend.zoom.us/j/8763410457>

From: Wactclc-alma <wactclc-alma-bounces at lists.ctc.edu<mailto:wactclc-alma-bounces at lists.ctc.edu>> On Behalf Of Staley, Laura
Sent: Tuesday, March 9, 2021 2:39 PM
To: WACTCLC Alma Discussion <wactclc-alma at lists.ctc.edu<mailto:wactclc-alma at lists.ctc.edu>>
Subject: [Wactclc-alma] Addressing Alma letters to Preferred name or First Name

Hi, All -

Has anyone come up with an elegant solution for telling Alma to address a letter to a patron's preferred name, but if there is no preferred name then to use the patron's first name?

We've gotten our letters to use the patron's first name. But it will insist on using that name instead of the preferred name, and we would rather not use a non-preferred name if they've gone to the trouble of giving us their preferred one.

Any hints would be appreciated.

Thank you,

Laura Staley
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