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OCLC Wise Support EN

My Account details

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Learn how customers can edit and update information within My Account.

​Account details are stored and can be edited on the My details screen in the web catalog. To access My details, log in to your account and go to My Account > My Account details.

 Note: The options present in My Account depend on configuration choices made by your library. For more information, see My Menu configuration.

My Account details.jpg

My Account details fields

Click Edit next to a detail to change it.

Login details
Username Customer username. Username rules apply. To configure a username, click Edit. 
Password

Customer password. Password rules apply. To enter a new password, click Edit. 
Update PIN

Customer preference. PINs are used to access self-service and electronic resources. Click Edit to enter a new PIN.

  • Four digits required.

To allow customers to update their PIN, enable the Allow PIN reset setting in  OCLC Wise > Products and services > Memberships > Membership settings > Membership definitions.  See Membership definitions for more information.
Name and address details
Name Customer name.
Preferred name

Customer preferred name.

 Note: Preferred name will only appear if the library ha enabled the ADDL_NM system option. We recommend enabling this system option before promoting to your patrons. If enabled overnight, the preferred name will display correctly by the next morning.

 Note: Preferred name cannot be deleted in My Account. A staff member will need to delete the additional name via the Staff client.
Address Customer address
Date of birth Customer date of birth
Email Customer email address.
Phone Customer phone number
Mobile phone Customer mobile phone number
N/A Field is not currently in use in US libraries
Membership and preferences
Card number Library card number
Library Customer library branch
Membership Customer membership type and expiration date
Authorization for direct debit Not for use in US libraries.
Notify at checkout for previously borrowed titles

Customer preference.  Select:

  • Yes - Allow the system to alert you if you are checking out an item that you checked out previously. 

     Note: To receive a notification at check out, Show loan history must also be enabled.

  • No - Do not allow the system to alert you if you are checking out an item that you checked out previously
Other settings
Historical overview Customer preference. Click Set loan history and select:
  • Show loan history - Allow the system to track your borrowing history and display it on the My Account > Previous checkouts screen.
  • Hide loan history - Allow the system to track your borrowing history without displaying it on the My Account > Previous checkouts screen.
  • Do not keep a loan history - Do not allow the system to track your borrowing history. The system runs a nightly purge to anonymize transactions more than 90 days old. Identified transactions are not deleted but are disconnected from the customer, allowing the system to maintain transaction data.

 Note: In order for this option to appear for customers the system option must be enabled. Please contact Contact OCLC Support for assistance.
Update PIN

Customer preference. PINs are used to access self-service and electronic resources. Click Edit to enter a new PIN.

  • Four digits required.

To allow customers to update their PIN, enable the Allow PIN reset setting in  OCLC Wise > Products and services > Memberships > Membership settings > Membership definitions.  See Membership definitions for more information

 

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