Areas of interest configuration
Areas of interest are acquisitions profiles configured based on topics chosen by your library. Areas of interest topics appear within My Account as options that customers can subscribe to email alerts for within Notification preferences. When a user subscribes to an Area of interest, they receive an email containing information about newly acquired materials that meet the interest criteria.
Areas of interest also appear in the web catalog within New arrivals profiles, which display newly acquired materials organized by areas of interest.
Configure Areas of interest
Areas of interest are defined within the Wise configuration manager.
Acquisitions profile configuration
Set up acquisitions menu groups
New arrivals profiles can be used in the web catalog to display your library's newly acquired materials, based on areas of interest. The (G_APS) New arrivals table consists of an overarching Acquisition menu structure table. Within this table, new arrivals can be divided into categories. Each category is assigned one or more acquisition profiles to inform the types of titles to include in the group. For example, a category for Youth fiction could contain the acquisition groups Picture Books, Elementary level books, and Children's books.
Create an Acquisition menu group
To create a new group:
- In the Wise configuration manager, go to OCLC Wise > Catalog > Products > Profiles > (G_APS_) New arrivals - main menu.
- Click Open next to Acquisition menu structure.
- Click New. The Acquisition menu groups window opens.
- Enter Acquisition menu group information:
Field Description Type Automatically filled by the system (APS). Classification Automatically filled by the table (STD). Menu group Enter a unique, 2-digit menu group code. This code should follow a logical structure. Numbers 00-99 can be used. Description Enter a description of the menu group. This will display in your web catalog. -
Click OK to save.
Add acquisition profiles to a menu group
After a menu group is created, acquisition profiles must be added to indicate which types of titles should appear in the group.
To add profiles to a group:
- In the Wise configuration manager, go to OCLC Wise > Catalog > Products > Profiles > (G_APS) New arrivals - main menu.
- Click Open next to Acquisition menu structure.
- Click Open next to the Acquisition group to which you want to add profiles.
- Click New. The Acquisition menu codes window opens.
- Enter Acquisition menu codes details:
Field | Description |
---|---|
Type | Automatically filled by the system (APS). |
Classification | Automatically filled by the system (STD). |
Menu group | Automatically filled by the system (the menu group code of the selected group). |
Menu code | A unique, 4-digit menu code.
he first two digits of the code should be the same first two digits as the associated menu group code. The third and fourth digits will dictate the order in which menu codes appear in the table. Caution: To ensure that the acquistions profile is associated with the correct menu group, t |
Gprofile | Select an acquisition profile from the drop-down list. |
Description | Text description of the acquisition group, as it will appear in the web catalog. |
- Click OK to save.
New arrival profiles are updated during the nightly system process, however the web cache may prevent updates from displaying for over 24 hours.
Enable Areas of interest in My Account
Areas of interest are enabled in the Wise configuration manager at My Menu Configuration. To enable Areas of interest:
- Navigate to OCLC Wise > Products and Services > Memberships > Card Configuration > My Menu configuration.
- Select the appropriate My Menu configuration type and click Detail. The My Menu configuration window opens.
- Select the checkbox Allowed to have new arrivals subscription.
- Click Save.
Configure Areas of interest messages
After Areas of interest are enabled, messages must be configured and enabled to ensure customers receive updates. To configure message types:
- Within the Wise configuration manager, navigate to systemWise > Messages > Messages.
- Navigate to the System table tab and click on any row. The message editor opens.
- Click New to configure a new message type. Define the following required fields, all others can be left as-is:
Field Description Branch Type 0000 to define the message at the system level. Class Select Alerts from the drop-down menu. Function Type TT in the text box. Layout Select Email from the drop-down menu. Text group Type 01 in the text box. -
Click OK to save.
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Find and click the newly created message type. The Message texts editor opens.
-
Click New to configure new message texts. Define the following required fields:
Field Description Number The number associated with where the text should appear in the message.
- 1 - Subject line
- 2 - Salutation
- 3 - Body
- 4 - Body
Text Define the text of the message section. -
Click OK to save.
-
Repeat steps 5-8 for the additional message text numbers.
Enable the Areas of interest message job
To enable the automatic sending of Areas of interest emails, a job must be enabled on the server. Contact OCLC Support for assistance.