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OCLC Wise Support EN

Create a new selection

Learn how to create a selection using the Selections function of the Wise staff client.

A query created in the Selections menu, selections can be saved and rerun to create sets of data. Selections are created in the Selections screen, found in the Statistics and Selections menu.

To create a new selection:

  1. Go to Statistics and selections > Selections. The Selections screen opens.
  2. Select a Set type from the drop-down list at the top of the screen.
  3. Optional. Select an Earmark from the drop-down list at the top of the screen.
  4. Click the Selection > New selection button on the left side of the top right panel of the screen. The selection detail screen opens.
  5. Provide details about your selection:
    Field Description
    Name A name for the selection. If no name is entered, the selection is named "My selection".
    Description (Optional) A description of the selection.
    Selection source The options in the Selection Source drop-down list will display values depending on the Set type selected. For more information, see Set types and Selection sources.
  6. Enter your selection criteria in the Selection Lines box. For more information about selection details and creating selection lines, see descriptions for each selection type in Selections.
    Field Description
    Selection range The sector selected here will apply to the entire search. The selection can be limited by selecting a sector.
    Category type Select a Category type from the drop-down list.
    Category For each Category type, you must also select a Category from the drop-down list.
    Value

    Enter the value of the selected category.

    If a date value is selected, two fields will display so that the range can be entered.

    Operator

    Click the equals (=) symbol to change the operation of the query string. Depending on the selected category/value, the following options are available:

    Symbol Operation
    < Less than
    <= Less than or equal to
    = Equal to
    != Does not equal
    >= Greater than or equal to
    > Greater than
    Ø

    Blank (search for a blank field)

    Relative or absolute period/date

    This option only appears when a date field is selected. It appears as an button to the right of the date field. Click the button to change date input:

    • Absolute - two fields with calendar icons appear so that an absolute period of time can be entered
    • Relative - a single field with a drop-down menu appears. Select a relative date (e.g., Previous year, Next month) from the list and click OK. This option is useful when saving a selection to run on a regular basis.
    Maximum The maximum number of lines displayed in the report. More lines can be viewed after the report is run by clicking More.. or All.. at the bottom of the screen. The default maximum is 1,000. Selections can produce no more than one million lines.
  7. (Optional) Additional lines can be added to broaden or narrow the selection. Click AND to narrow the search criteria. Click OR to broaden the search criteria. You can also include multiple values in a line to broaden the search. Use the pipe (|) between values to include additional values. This functions as an OR operator. Use two periods (..) between values to create a range.
  8. Click the Run button at the top of the screen and select a run option:
    • Run now > Create a new set  A new set is created based on the selected criteria.
    • Run now > Add to current set Once a set has already been retrieved (data appears in the bottom right panel), a new set is added to the set. Any duplicate lines are removed.
    • Run now > Select by current set The selection must be run based on the current set (the data appearing in the bottom right panel).
    • Run in background A message appears with the number of the requested job. In the Background tab sheet in the lower left panel, you can see jobs that have been started. During the search, you can see the duration of the action increase. Once the job is complete, the set will appear on the Temporary sets tab. The most recent set appears at the top.   Note:  The Wise Client must remain open for the jobs to continue to run in the background.

Create Set from list 

A set can be created from a file of titles saved on your computer. To create a set from a list:

  1. Navigate to Statistics and Selections > Selections. The Selections screen opens. 
  2. In the top left menu pane, select the Set Type drop-down list and select Titles
  3. In the top right menu pane, select Selection > Create Set from list. 
  4. A box appears prompting you to select a file. Select the appropriate file and click Open.

     Note: Only .csv files are accepted. 

  5. The Title identifier selection pop-up appears. Provide details about your list of titles:

    Field Selections 
    Select title identifier Select from the drop-down list the type of title identifier that the .csv file contains. The options are:
    • Wise Title ID
    • OCN
    • ISBN
    • UPC
    • ISSN
    General catalog titles only Click the check box to allow Wise to only match list titles with those in the front catalog. 
  6. After making selections, click Create. 
  7. The new set appears in the Saved sets tab within the bottom left menu pane.

     Note: Titles within the .csv file that do not match to titles in your catalog will not appear in the Saved set. Check the Number column within the Saved sets tab to determine how many titles from the file were saved to the set.

 

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