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OCLC Wise Support EN

Badges tab

Learn how to assign and remove badges from customer accounts in the Wise client.

Use badges to label customers to be able to quickly see a description or permission level. Once created in the Manager, badges can be assigned to customer accounts in the Wise client. See Customer badge definitions for information about creating and managing badges in the Manager.  

  • If no badges are active in the Manager for the library, the Badges tab will not appear in the Wise client.

Assign and remove badges 

Staff with permission to edit customer information can assign and remove badges from a customer account. To view, assign and remove badges to customers:

  1. In the Wise client, go to Customers > Search customer and search for the customer to whom you want to assign a badge.
  2. On the Customer administration screen, select the Badges tab. All active badges appear.

     Note: The badges tab will only appear when badges have been created and are active for the library. See Customer badge definitions for information about creating and managing badges in the Manager.  

  3. Click Change at the bottom of the screen.
  4. Select the badge to assign or remove and right-click. Select an action:
    • Assign the badge
      • Whan a badge is assigned, the Badge assigned column displays Yes.
    • Unassign the badge
  5. Repeat step 4 to add or remove additional badges as needed.
  6. Click Save at the bottom of the screen to save changes.

SIP2 dialog

Badge information can be transmitted in the SIP2 dialog.  In dialog 23/24 and dialog 63/64, the badge code of set customer badges is displayed. These are included in the 'GL' field, making is possible to grant or prohibit customers access to the library during unmanned opening hours. 

 

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