Manage sets

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Learn how to manage data sets in using the Selections function of the Wise staff client.

A set is generated when a selection is run. The set data appears in the bottom right pane of the Selections screen.

Save set

To save a set:

Click Set > Save set in the bottom right pane. A set data window opens.
Optional. Provide a set name, description and expiration date.
Click OK. The set is saved for future use.

Note: A set must be saved before it can be exported.

Open and edit existing sets

Saved sets display in the bottom left panel of the Selections screen. Right-click on a selected set to perform the following actions:

Selection	Action
Show this set	Opens the set. The data displays in the bottom right pane of the Selections screen.
Export this set	When this option is selected, a flyout menu appears with additional export options. For more information, see Export a set.
Change settings	Opens the Set settings window. Here, you can change the set name, description, sharing preferences, and earmark.
Remove set(s)	A confirmation message appears. Click Yes to permanently remove the set.
Open set in Order Requests	When selected, saved order sets can be viewed within the Order request screen.
Batch for barcodes	Creates a print batch for barcodes for this set. To print the batch, see Print item or customer labels.

Run batch change for set

Batch changes can be executed on a set of items or customers. With batch changes, you quickly perform updates or edits to a set of customers or items.

Create or select a set from the set type Customers or Items.
Go to Set > Run batch changes on set in the bottom right pane. The Batch changes screen opens.
Make selected changes. For more information about the data that can be changed, see Customer batch changes or Item batch changes.
Click Modify. The selected records are updated.

Customer batch changes

Changes to membership and customer information can be made in batch to a set.

Note: The ACTOREN_BEHEER role is required to perform customer batch changes. See Wise role functions for more information.

Membership

To change memberships in batch:

After clicking Run batch changes on set, select Change memberships.
From the drop-down menu, select the Membership that you would like to change to.
Make a selection for Have it take effect immediately? If Yes is selected, the changes will happen immediately. If No is selected, the changes will not take place until the current membership ends.
Click Save changes.

Customer information

The following batch changes can be made to customer records:

Branch
Notification
Notification examples
Comment
Selection (on code)
Notification title
Show loan history
Web portal and self-service block
Address block
General block
Terminal block
Newsletter
Reset improper return counter
Deactivate card at end of month
Deregister SchoolWise (Not for use in US libraries.)
Terminal notification (until)
Customer label
Receipt text
Insert notification

Edit titles as a set

A set of titles can be edited in batch. Changes can be made either at the title level or to the MARC record. For more information, see Edit titles as a set.

Create derived sets from an existing set

A derived set can be created using Selections to add or remove values from an existing set.

Combine with set

Go to an existing saved set > Generate new set.
Select Combine with set.
Name the new set.
From the sets drop down list, select the second existing saved set that you would like to combine.
Click OK.
A new derived set is added to the saved sets list.

Exclude from set

Go to an existing saved set that needs to be excluded > Generate new set.
Select Exclude from set.
Name the new set.
From the sets drop-down list, select the existing selected set that should be excluded.
Click OK.
A new derived set is added to the saved sets list.

Save selected lines as a set

To save selected lines from a set:

Select the set you want to save lines from. The set lines display in the bottom right pane.
Select the lines you want to save. Use ctrl+click or shift+click to select multiple lines.
Go to Set > Save selected lines as a set. A message appears, Created temporary set, set ID: #####.
Click on the Temporary sets tab in the bottom left pane and double click on the set. The new set appears in the bottom right pane.
Optional. Go to Set > Save set to save the set.

Export a set

Export in CSV format

To export a set to a CSV file:

Right-click on the set you want to export in the lower right pane and select Export this set > in CSV file >
- Choose categories to select the categories to include in the exported file. The Choose categories screen opens.
- Choose existing layout to use an existing layout. The Choose saved combination of categories screen opens. Select a layout and click OK. If no layouts have been saved, this selection will open the Choose categories screen instead.
If you selected Choose categories, click the check boxes to select the data you want to include in the exported file. The values will display in the order that they are selected.
1. (Optional) Click Save categories to save the selection for future use. Enter a name for the saved categories in the Save category choice(s) window and click OK.
2. Click OK to export using the selected categories.

The data is exported your computer, in the bng > Your Wise instance > Downloads folder.

Export as a report

Sets can be exported into the Wise report form that displays in your web browser. Due to screen width limitations, reports can be exported with a maximum of ten categories.

Right-click on the set you want to export and select Export this set > as report >
- Choose categories to select the categories to include in the exported file. The Choose categories screen opens.
- Choose existing layout to use an existing layout. The Choose saved combination of categories screen opens. Select a layout and click OK. If no layouts have been saved, this selection will open the Choose categories screen instead.
If you selected Choose categories, click the check boxes to select the data you want to include in the exported file. The values will display in the order that they are selected.
1. (Optional) Click Save categories to save the selection for future use. Enter a name for the saved categories in the Save category choice(s) window and click OK.
2. Click OK to export using the selected categories.

The data is output into a report which opens in your web browser.

Export in MARC 21 format

Title sets can be exported to a MARC 21 formatted file with or without holdings information included.

Right-click on the set you want to export and select Export this set > in MARC 21 format >
- MARC 21 format with holdings - to include your library's holdings in the exported file
- MARC 21 format without holdings - to include only title record information in the exported file
Select the location and file export type from the drop-down list.
Click OK. The MARC21 export files can be retrieved from Branch Management > File management > marc21 > export.

Export in MARCXML format

Title sets can be exported to a MARCXML formatted file with or without holdings information included.

Right-click on the set you want to export and select Export this set > in MARCXML format >
- MARCXML format with holdings - to include your library's holdings in the exported file
- MARCXML format without holdings - to include only title record information in the exported file
Select the location and file export type from the drop-down list.
Click OK. The file is downloaded and saved as a .xml file in your Downloads folder.

Export as Count

The Export as count option produces a report that shows only quantities per section.

Right-click on the set you want to export and select Export this set > as count. A Choose categories window opens.
Select the Group by value(s) to display in the report. Select:
- set type from the first drop-down field
- sector from the second drop-down field
- value from the third-drop-down field
Click OK. The data is exported into a report which opens in your web browser.

Export as a profile report

A profile report displays the totals for selected values in a profile format.

Right-click on the set you want to export and select Export this set > as a Profile report. Choose categories for profile report window opens.
Select categories to include in the profile report. The information will display in the order that it is selected.
Click OK. A confirmation window appears.
Click OK. The report opens in your web browser.