Staff client
The Client is the staff interface for Wise.
For access to the staff client, contact your system administrator.
- Get started with the Wise staff client
- Get started with the Wise staff client.
- Circulation
- Circulation is the first menu option in the Wise interface. Within this section, you will find the check-in and check-out screens, self service interface, daily counts, and authorizations.
- Customers
- New customers are created and customer information is maintained and managed under the Customers menu in the Wise staff client.
- Financial
- Financial transactions, such as service desk purchases, payment of fines and lost items are managed under the Financial menu. Reports and overviews are also available.
- Catalog
- The Wise catalog displays all titles, items, and holdings information in your library's possession.
- Titles
- Titles are added to your library collection and managed under the Titles menu.
- Holds
- Library customers can reserve titles from the collection. Where and how a hold is made depends on how the holds are configured.
- Statistics and Selections
- Statistics and selections is a function of Wise intended to support the business process of your library organization. Key data from the system can be leveraged directly within this menu to create meaningful reports.
- Notifications
- Notification messages, such as overdue and hold notices, are generated and sent to customers via the Wise staff client.
- Customer support
- The Customer support menu allows library staff to communicate with customers and resolve issues from within the staff client.
- Tickets
- Event tickets are created, issued, and managed in the Tickets menu of the Wise staff client.
- Branch management
- System preferences and configuration are managed within the Branch management menu. This menu provides access to additional Wise functions and saved files and templates.
- Workplace management
- Workplace management configuration
- Shelf management
- Location and floor plans
- Calendar
- Opening hours
- Enter visitor count data
- Vacation loan periods
- Staff PIN
- Argos workstation management
- Storage requests
- Service desk scan card
- Teaching set
- Test XML receipts
- Newsletter
- Portal links
- File management
- Wise user management
- Manage periodicals
- Learn how to manage periodicals from within the Catalog in Wise.
- Service points and delivery processes
- Learn to configure and use service points and delivery processes for hold requests.
- Library self-service
- Learn about Library self-service in the Wise staff client.
- Staff client workflows
- Find invoicing and ordering workflows within the Wise staff client.