Configure Library-at-home profiles
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Library-at-home profiles are created in the Wise configuration manager. Based on the library-at-home profile, the system can be advised as to which titles should be delivered to a library-at-home customer. Profiles can be viewed in the staff client in a customer's record on the Profiles tab. Profiles are updated each night so that new titles are always added.
Create a new profile
To create a new profile:
- In the Wise configuration manager, go to OCLC Wise > Catalog > Products > Profiles > Library at home - profiles. Any profiles that have already been created will display on the screen.
- Click New. The Profiles window opens.
- Enter profile information:
Field Description Profile Type Automatically populated by the system - BAHSTD Profile Number of the profile. Enter a 3-digit code. Name The description as it displays in the staff client. Type Automatically populated by the system, P - Profile Order The order in which the profiles display in the staff client. Enter a number value. Please do not use this yet Check this box if the profile is not currently in use, for example, if it is still being created. Show only in webcat (no subscription) If checked, this field is view only. Only for these networks Not used for these profiles. Leave empty. Not for these networks Not used for these profiles. Leave empty. Selection period Maximum age of the material, in months. - Click OK to save.
Delete a library-at-home profile
To delete a library-at-home profile:
- In the Wise configuration manager, go to Catalog > Products > Profiles > Library-at-home - profiles.
- Click Detail next to the profile you want to remove. The Profiles window opens.
- Select Remove and click OK. A confirmation message appears.
- Click OK. The profile is removed.
Edit a library-at-home profile
To edit a library-at-home profile:
- In the Wise configuration manager, go to Catalog > Products > Profiles > Library-at-home - profiles.
- Click Detail next to the profile you want to edit. The Profiles window opens.
- Select Change and make desired changes.
- Click OK to save the changes.
Add profile elements to a library-at-home profile
Once a library-at-home profile is created, you must provide the elements (criteria) for the profile.
To add profile elements:
- In the Wise configuration manager, go to OCLC Wise > Catalog > Products > Profiles > Library at home - profiles.
- Click Open next to the profile to which you want to add elements. The Profile elements window opens.
- Click New to add a new profile element. The Profile elements window opens.
- Enter the element information:
Field Description Profile Automatically populated by the system. Sequence number Enter a sequence number for the element here, starting with 0. This is used to organize the selected elements. Category Select a Category from the drop-down list.
Fixed title headings are defined in Titles and SCAT management > Titles > Categories. You can use its contents for genres and mediums. Other information is located in the Titles and SCAT management > Titles > System tables.
Operator Select the operator to define the element from the drop-down list:
- 01 - Equal to
- 02 - Not equal to
- 03 - Begins with
- 04 - Does not begin with
- 10 - At most
- 11 - At least
Values Manually enter the value related to the selected category. Click Add to include the value in the list. Multiple values can be added to a list as long as the selections do not conflict with each other. For example, if T52 - Adult is selected, do not add J (Juvenile) as a value.
Multiple values can be added at once, using the pipe separator (|).
Note: The difference between "value" and "description of the value" is an important distinction. You can find the genre code table and other placement tables at Titles and SCAT management > SCAT management > System tables.
- Click OK to save.
- (Optional) Add additional profile elements.
Delete library-at-home profile elements
To library-at-home delete profile elements:
- In the Wise configuration manager, go to Catalog > Products > Profiles > Library-at-home - profiles.
- Click Open next to the profile for which you want to remove elements. The Profiles element screen opens.
- Click Detail next to the element you want to delete.
- Select Remove and click OK. A confirmation message appears.
- Click OK. The profile is removed.
Edit library-at-home profile elements
To library-at-home edit profile elements:
- In the Wise configuration manager, go to Catalog > Products > Profiles > Library-at-home - profiles.
- Click Open next to the profile you want to change the elements for. The Profiles element screen opens.
- Click Detail next to the profile you want to edit. The Profiles window opens.
- Select Change and make desired changes.
- Click OK to save the changes.