My Account options

An overview of items checked out by the customer. There are two tabs at the top of the screen:

• Physical Materials
• Digital Content 

Items are organized by due date and overdue materials display with a red Overdue label. Click Print the full list to create a printout of overdue materials.

For more details about this menu option, see My checkouts view. 

An overview of pending hold requests. There are two tabs at the top of the screen:

• Physical Materials
• Digital Content 

The status of the hold request appears below the title:

• Ready for pick up through [pick up date]
• In transit
• In process -  followed by the place the hold is in the holds queue

To cancel a hold request, click Delete. A confirmation message appears. Click Yes to confirm the cancelation.

For more details about this menu option, see Place and manage holds in the web catalog.

Customers can add items to their wish list by clicking on the Wish List button in search results. Items added to a wish list appear on this screen. After a title on the wish list is borrowed, it is removed from the list.

On this page you can:

• Click Print the full list to print the list
• Click Place hold to reserve the item
  • If the Customer may submit multiple holds at the same time from the wish list setting is enabled within the Wise configuration manager at OCLC Wise > Library organizations, users can place holds on multiple items from their wish list at once. 
• Click Top or Down to reorder the items in the list
• Click Delete to remove the item from the list

Customers with a community profile can create additional lists. When multiple lists exist, they appear as tabs at the top of the page.

If enabled by the customer, they can view all of the titles previously borrowed. The overview includes currently checked-out items.

Click Print the full list to print the list.

Select an option from the Sort on drop-down to change the sort order of the list. By default, 10 items are displayed in the list. Select an option from the Show number drop-down list to increase the number of items displayed on the page.

If the customer has not selected the Do not keep a loan history option, the system will automatically provide recommended titles based on the customer's loan history. This list contains up to 50 titles. The system leverages the wish list, but does not include those titles in the recommendations. Recently borrowed titles have a larger impact on recommendations than older titles.

Recommendations are generated once a month based on media types. For more details about this menu option, see Personal recommendations.

If the customer has purchased or signed up for library event tickets, they can be viewed and managed here.

See Tickets for more information.

Displays outstanding financial items. Click Pay to submit payment.

 Note: If you have authorized a Relationship with another customer so they can pay fines on your behalf, your fines will appear in the Financial details section of that customer's My Account.

Displays recent financial transactions between the customer and the library.

Fines are stored for 1 year, membership fee items for 1.5 years.

If the customer does not have a Community account, this link opens the Terms and Conditions screen for Community members.

To create a profile:

1. Check the I have read and agree to the Terms and Conditions box and click Agree to proceed. The Preferred nickname screen opens.
2. Enter a Preferred nickname. The nickname must include at least 4 characters. If the name is already in use, the system will provide suggested alternatives. Do not use your PIN or zip code in your nickname.
3. Click Submit. A Log in screen appears and indicates that you are logged in.

Messages sent directly from the staff client to a customer appear in the Inbox. Messages display in order by most recent. Click on a message line to read the message. Click on the trash can button to delete a message.

 Note: Customers cannot respond to Inbox messages.

For information about sending inbox messages, see Customer correspondence. 

On the Relationships page, customers can view existing and establish new relationships. Relationships allow customers to pay fines or renew checkouts for another library customer, or permit other library customers to pay your fines or renew checkouts. If the customer has existing relationships, they appear in a table at the top of the page. New relationships can be added at the bottom of the page.

 Note: Only Authorization relationship types can be managed from within My Account

For more information about the relationship function, see Establish customer relationships.

Customers can use the item request form to submit a purchase request to the library. To place a request, the customer can provide the following information:

• Title
• Author
• Format
• ISBN or UPC
• Link to item
• Comments

Then, click Request. The request is sent to the Item request manager staff application.

See Customer request form for more information.

SERVICE MESSAGES

On the Service messages tab, customers can select their communication preferences in Notification preferences. Depending on the message type and your library policies, customers can choose to receive messages via:

• Email
• By mail
• Inbox
• mobile
• No messages
• Inbox and email

 Note: Not all message options are available for every message type. For more information, see Message preference configuration.

Customers can configure message preferences for the following message types in My Account:

AREAS OF INTEREST

On the New arrivals email service tab, customers can subscribe for email updates for topics configured by your library. In the Available subscriptions column, customers can click Sign up to receive messages related to the topic.

Customers can also view and remove current subscriptions in the Already signed up for column. Click Sign out to opt out of receiving a subscription.

For more details about this menu option, see Notification preferences. 

A customer can report a library card is missing on the Report loss of library card page.

Click Report library card as missing NOW. A confirmation message appears. Click Yes to confirm. The account is immediately blocked, and the Card reported missing by customer field is toggled to Yes on the Properties tab.

If configured, customers can obtain a report of their personal information via the Personal information page. It may take a few moments for the report to generate, once it is ready, a message appears: Your personal information is ready. You can save them by clicking on the link below.

Click Save personal data. A confirmation message appears and the user can select whether they want to open or save the file. The file is downloaded as a text file. It contains all of the personal data and actions performed by the customer in the system.

To enable this option for the customer, check the Download student file via My Menu box within Customer administration > Notification preferences in the Wise staff client.