Self-service configuration in the staff client

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Learn how to configure self-service in the Wise staff client.

Library self-service configuration

Self-service configuration is set per port (PC, workstation) in the staff client in Branch management > Workplace management > Configuration on the Library self-service tab. The Library self-service tab is divided into the following tabs:

Behavior
Display
Texts

At the top of the screen you can Save configuration changes or Reset configuration options.

Behavior tab

The following self-service settings are configured on the Behavior tab:

Field

Description

Available online

Check the functions that the customer can perform at this workstation:

Check in
Lending
Renewing
Status receipt
XL* lending
XL* renewing

*XL refers to an extended loan period that can be offered separately. The loan periods are configured in the Wise configuration manager. For more information, see Lending process.

Available offline

Check which functions can be performed by the customer when the self-service station is in offline mode:

Check in
Lending

Offline behavior

Select how the station will perform during offline times:

Offline start - the self-service station can be started even when there is no connection to the server.
Auto-online - the self-services station will fall into offline mode if the connection if the server fails.

Once the connection is restored, the system will process the offline loans after completing its current session, and then return to normal (online) mode.

Check-in receipt

Lending book receipt

Status receipt

Select, per transaction type, when a receipt will be printed. Select:

Never
Customer choice
Always

If a receipt will be printed by customer choice or always, select which type of receipt:

Receipt type	Prints
1 - Transaction receipt	Just returned/borrowed materials
2 - Transaction and settlement receipt	Just returned/borrowed materials Checkout receipt (paid items)
3 - Transaction and Settlement and Status voucher	Just returned/borrowed materials Account balance Borrowed items ("in your possession") Hold requests
4 - Status receipt	Outstanding items Borrowed items ("in your possession") Hold requests
5 - Status receipt with fines	Checkout receipt (paid items) Outstanding items Credits on the account Borrowed items ("in your possession") Hold requests
6 - Status receipt with transactions	Just returned/borrowed materials Paid items Outstanding items Borrowed items (that remain in your possession) Hold Requests

Already returned objects

Check the print on receipt to enable an additional receipt to be printed for an item that has already been returned. This allows the customer to confirm that the item was checked in, if they are in doubt.

Return material processing

Can a customer manage copies with special handling instructions (i.e., place a hold slip into a reserved item)? If so, check the actions that are available to the customer:

Transport
Hold request
Block

Note: Only recommended for small locations or schools.

Session timeout (sec.)

After how many seconds of inactivity a session is closed and returns to the start screen.

Pop-up timeout (sec.)

After how many seconds a pop-up screen is closed. A counter appears on the button between square brackets ([ ]). For messages where it is required to select Yes or No, the timeout counter always appears on the No button. This setting relates to the following pop-ups:

Notification: This cannot be borrowed/returned here.
Notification: Title already borrowed. Continue?
Dispatch report: Place the copy in an indicated location.

Note: To disable the timeout of pop-ups, enter 0 seconds. With this configuration, nothing happens until the customer clicks a button.

Exit code self-service

The code used to exit the self-service screen. After the code is entered, the system returns to the regular staff client. Self-service can be closed from any mode (borrow, return, renew, status receipt). The exit code can be entered manually or copied and pasted.

A locking code can be generated, as long as the code only corresponds with the code to lock self-service.

The locking code can be entered via hand scanner, keyboard, or RFID plate, depending on the set peripherals.

By default, Alt+F4 is used to exit self-service.

Shutdown code/command PC

This code is used to shut down the workstation directly from the self-service screen.

RFID batch processing

Set to Allow by default. If the workstation is using an RFID plate to check books in and out, uncheck this box so that customers must check in/out items one-by-one on the RFID plate.

If a customer attempts to place multiple items on the RFID scanner and this box is unchecked, a pop-up message will appear asking the customer to scan items one at a time.

Start screen

If Scan & Go is checked, this enables the system to:

Automatically lend/return in the home screen after scanning a customer card without having to make a menu selection
Immediately returns to the start screen as soon as copies are scanned on the RFID plate.

This only works on workstations where materials must be handed in.

Security repeat action

This option is only used for lending. If the unlocking of security materials fails during lending, a message will display indicating that the customer can scan the copy again.

If the item is removed from the RFID plate too quickly during lending, a blue hourglass will display in the date column. No green check-mark appears. A pop-up message asks the customer to replace the items on the RFID plate.

The pop-up window appears after 2 seconds and has a timeout of 30 seconds. The pop-up disappears if all labels are still "unsafe", or after 30 seconds.

If the customer presses the Done button while lending, while the security of the last loaned copy has not yet been processed, the session end is postponed. The customer will have to press Ready again.

Combine

Check the Check out/renew box so that on the start screen Borrow and extend are combined into one button option and borrow XL and extend XL (if enabled) are combined into one button. If left unchecked, there will be separate buttons per function.

Available in

Not for use in US libraries.

Check the All sectors button if the self-service on this workstation can be run for other sectors (EDUB and EDUV). This function is for libraries that also function as a school media library for schoolWise/ media libraryWise. The advantage of this feature is that Offline availability can be used (it is not available in schoolWise).

Display tab

The following self-service settings are configured on the Behavior tab:

Field	Description
Customer identification	Select the identification option the customer will use to access self-service: MiFare (Not for use in US libraries.) Barcode scanner Barcode hand scanner The customer will also be able to enter their library card number using a keyboard or touch screen. The numbers will not display on the screen.
Item identification	Indicate the method used for scanning items at self-service: RFID Barcode scanner Barcode hand scanner The customer will also be able to enter item numbers using a keyboard or touch Self-service configuration in the staff client screen. The numbers will not display on the screen.
Screen texts	Select the texts sets that will display in self-service. A text set contains all of the text that can be seen on self-service screens (e.g., the OK button, column names, etc.). To offer multiple self-service languages, assign alternate languages here. The language at the top of the list is the default language. Use the up and down buttons to change the order. To change the screen texts, see Texts tab.
System notifications	Select the system notifications that should be offered in self-service. A set of notifications contains the texts meant to control the behavior of the customer. The system determines which events correspond to each message. To offer multiple self-service languages, assign alternate languages here. The language at the top of the list is the default language. Use the up and down buttons to change the order. To change system notifications, see Texts tab.
Word cloud	A moving cloud of words or word sequences appear at the top of the self-service screen. These are short messages. Use a tilde (~) between words. If your workstations are slow or if you do not want to include this animation feature, leave this field blank.
Cursor	Check the Hide box to hide the cursor on the self-service screen when using touch screens.
Branch text	Check the Hide box to hide branch text on the self-service screen. When the box is not checked, a notice is printed on the receipt and is visible in the bottom right corner of the self-service screen.
Dialogs	Check the Simple mode box to use simple display in self-service (recommended for slow workstations). This removes animation and makes the background screen a solid color.
Hold pickup	The location of hold items available for the customer to pick up. Select a picture from the drop-down list. Click on the Text: box. an Edit texts window opens. Enter display text for the desired language(s). Click OK to save.
Hold location	The location for the customer to place returned items that are on hold for another customer. Only configure this if customers are able to return and place reserved copies themselves. Select a picture from the drop-down list. Click on the Text: box. an Edit texts window opens. Enter display text for the desired language(s). Click OK to save.
Transport location	The location for the customer to place returned items that are marked for transport to another location. Only configure this if customers are able to return and place transit copies themselves. Select a picture from the drop-down list. Click on the Text: box. an Edit texts window opens. Enter display text for the desired language(s). Click OK to save.
Location block	The location for the customer to place items that are blocked for future loans. Only configure this if customers are able to return and place blocked copies themselves. Select a picture from the drop-down list. Click on the Text: box. an Edit texts window opens. Enter display text for the desired language(s). Click OK to save.
Staff verification location	The location for a customer to place items that cannot be checked out. Select a closed box for staff to retrieve these items. Select a picture from the drop-down list. Click on the Text: box. an Edit texts window opens. Enter display text for the desired language(s). Click OK to save.

Texts tab

Screen texts and notifications can be created and edited on the Texts tab or in the Wise configuration manager. For more information, see Wise configuration manager Self-service.

The top portion of the screen displays available Text sets and Notification sets.

Create a new text or notification set

To add a new text or notification set:

Click on Create new text set [+] or Create new notification set [+]. A Choose name box opens.
Enter a name for the new set and click OK. If you are creating a new notification set, a selection box opens, select Library.
A language selection box opens. Choose a language for the new notification set and click OK. The new set is added to the list at the top of the screen. A value list appears in the bottom portion of the screen in the language selected with default text values. To add a new language option to the sets, see Screen text language.
To customize texts or notifications, click on the text in the Text value column for the text you want to change and edit the default text. To see default notification text, see Default system notifications.
When changes are complete, click Save as new set to save the set.

Note: You cannot alter the default text sets. If a default text is edited, you will be prompted to save it as a new set.

Variables in self-service notifications

Some of the screen notifications in the self-service interface include variable information (number of copies, location, etc.). These are entered as formulas. For more information about variables, see Self-service notification variables.

Sound configuration

Sound settings can be configured per workstation via Branch management > Workplace management > Configuration on the Sound settings tab. Settings with ZUS at the beginning of the description pertain to the self-service screen. For more information, see Sound settings.

Self-service at start-up

Workstations can be configured to automatically launch the self-service screen when turned on. To configure:

Go to Branch management > Workplace management > Configuration and select the Service desk profiles tab.
Right-click on the profile line for the self-service station and select Details. The Profile window opens.
On the Basic properties tab, select Self-service from the Start with drop-down list.
Click OK to save.

Change images in self-service

The self-service interface is visually supported with images to show customers what needs to be done (e.g., scan a barcode, an image of the cart or shelf where holds are located). Default images can be replaced with your own images.

Uploaded images must have the same name as the image used in the interface. Images must also be formatted to about 200 x 200 pixels.

To access and replace self-service images:

In the staff client, go to Branch management > File management.
Self-service images are stored in the resources > SELFSERVICE folder. Right-click on the folder and select Upload file.
Select the file you want to upload and click OK. The file is added.

File naming

Purpose	Format
Locations Images showing the location of reserved items	location_filename.png
Languages For language icons	icon_flag_xx.png Replace xx with a language code
Other images For all other images	The filename must replace an existing default image file and use the same name.

Purpose

Format

Locations Images showing the location of reserved items

location_filename.png

Languages For language icons

icon_flag_xx.png

Replace xx with a language code

Other images For all other images

The filename must replace an existing default image file and use the same name.