Wise self-paced training

Acquisitions

Title and description	Length
Import an Invoice via EDI This video will show you how to import an Invoice into the Wise Staff Client. After completing this video, please take a moment to complete the survey. Thank you!	3:19
Manually Add Titles to an Order File This video will show you how to manually add titles to an order file in the Wise Staff Client. After completing this video, please take a moment to complete the survey. Thank you!	3:52
Manually Create an Invoice This video will show you how to manually create an invoice in the Wise Staff Client. After completing this video, please take a moment to complete the survey. Thank you!	4:10
Manually Create an Order File This video will show how to link items without an invoice in the Wise Staff Client. After completing this video, please take a moment to complete the survey. Thank you!	2:02
Ordering via EDI without Local Information This video will show you how to submit an EDI order. After completing this video, please take a moment to complete the survey. Thank you!	3:48
Ordering via EDI with Local Information This video will show you how to submit an EDI order enhanced with local information. After completing this video, please take a moment to complete the survey. Thank you!	4:26
Process and Pay an Imported Invoice This video will show you how to process and create a payment overview for invoiced items in the Wise Staff Client. After completing this video, please take a moment to complete the survey. Thank you!	4:25
EDI Orders Quiz After watching the Acquisitions training videos, this quiz serves as a knowledge check to confirm your understanding of the EDI Orders workflow in the Wise Staff client.	N/A	Access the quiz
Non EDI Orders Quiz After watching the Acquisitions training videos, this quiz serves as a knowledge check to confirm your understanding of the Non EDI Orders workflow in the Wise Staff client.	N/A	Access the quiz

Cataloging

Title and description	Length
Edit Title Records This video will show how to edit title record details in the Wise Staff Client. After completing this video, please take a moment to complete the survey. Thank you!	5:47
Link Item Records: Bulk Link This video will show how to bulk link items in the Wise Staff Client. After completing this video, please take a moment to complete the survey. Thank you!	3:17
Link Item Records: With Invoice This video will show how to link Items with an invoice in the Wise Staff Client. After completing this video, please take a moment to complete the survey. Thank you!	4:31
Link Item Records: Without Invoice This video will show how to link items without an invoice in the Wise Staff Client. After completing this video, please take a moment to complete the survey. Thank you!	3:56
Link Item Records with Order File This video will show how to link items with an Order File in the Wise Staff Client. After completing this video, please take a moment to complete the survey. Thank you!	4:03
See/See Also in MARC Order Files This video will show the See/See Also option when importing MARC order files into the Wise Staff Client. After completing this video, please take a moment to complete the survey. Thank you!	5:25
Title relationships This video provides an overview of basic check in functions in the Wise staff client. After completing this video, please take a moment to complete the survey. Thank you!	3:15
WorldShare Record Manager: Search for Records In this interactive module, you will explore the different search options to locate bibliographic records in WorldCat from WorldShare Record Manager. This module includes video demonstrations of the different search options and you will have opportunities to check your knowledge.	N/A	Access self-paced module

Circulation

Title and description	Length
Wise Staff client: Circulation This course provides instruction on Wise Circulation, including how to: check in/out materials, manage holds, and pay fines. Intended audience: This course is best suited for library staff who are new to Wise and already have a basic understanding of navigating the Staff client.	44:30	View a recorded session Note: This recording contains chapters and transcripts. Click a chapter name to navigate to a specific topic in the recording. Chapter names and transcripts are only available when viewing the recording from your computer. Transcript Learner guide
Check in This video provides an overview of basic check in functions in the Wise staff client. After completing this video, please take a moment to complete the survey. Thank you!	4:32
Check in items using the outdoor book return mode This video will show how to enable wise to check using the outdoor book return mode and backdate those items checked in items. After completing this video, please take a moment to complete the survey. Thank you!	5:10
Discard Items This video will show you how to discard items from your library collection. After completing this video, please take a moment to complete the survey. Thank you!	4:24
Manage Missing Items in Wise This video will demonstrate how to make an item missing as well as create an overview report of missing materials. After completing this video, please take a moment to complete the survey. Thank you!	3:49

Customers

Title and description	Length
Wise Staff client: Customer administration This course provides instruction on how to navigate the Customer Administration menu, manage customer accounts, and perform advanced customer account scenarios. Intended audience: This course is best suited for library staff who are new to Wise and already have a basic understanding of navigating the Staff client.	59:24	View a recorded session Note: This recording contains chapters and transcripts. Click a chapter name to navigate to a specific topic in the recording. Chapter names and transcripts are only available when viewing the recording from your computer. Presentation slides Learner guide After completing the course, please take a few moments to complete this evaluation.
Manage Customer Addresses This video demonstrates how to successfully add, delete, and modify the various addresses of a customer in the Wise staff client. After completing this video, please take a moment to complete the survey. Thank you!	2:54
Manage a Customer's Lost Library Card This video will show how to manage a customer’s lost library card in the Wise Staff Client. After completing this video, please take a moment to complete the survey. Thank you!	4:14
Manage Customer Notifications This video demonstrates how to navigate and successfully utilize the public notifications, private comments, and predefined messages on a customer’s account. After completing this video, please take a moment to complete the survey. Thank you!	4:55
Create and Manage Customer Relationships This video will show how to create and manage customer relationships in the Wise Staff Client. After completing this video, please take a moment to complete the survey. Thank you!	5:55
Reset Customer PIN This video demonstrates how to successfully navigate the customer administration screen to set and reset a customer PIN using the Wise Staff client. After completing this video, please take a moment to complete the survey. Thank you!	1:47

Holds

Title and description

Length

Cancel an unprocessed hold in the Wise staff client

This video provides an overview of how to cancel a hold request for a customer in the Wise Staff client.

After completing this video, please take a moment to complete the survey. Thank you!

5:11

Place a hold on a title in the Wise staff client

This video provides an overview on how to place a hold on a title in the Wise Staff client.

After completing this video, please take a moment to complete the survey. Thank you!

5:49

Request Materials in a Specific Order

This video provides an overview of how to request materials in a specific order in the Wise Staff client.

After completing this video, please take a moment to complete the survey. Thank you!

4:14

Marketing

Title and description	Length
Introduction to Marketing Workbench This video offers an introduction to Marketing workbench, highlighting its key features and main functions. After completing this video, please take a moment to complete the survey. Thank you!	6:36
Introduction to Wise Marketing This video offers an overview of the options available in the Marketing piece of Wise such as newsletters and other marketing communication activities. After completing this video, please take a moment to complete the survey. Thank you!	8:48
Manage Campaigns This video will show you how to create and edit Campaigns and add the campaign action to a customer selection in Marketing workbench. After completing this video, please take a moment to complete the survey. Thank you!	7:26
Newsletters in Wise This video offers an overview of how newsletters can be created and managed in Wise. Also, how newsletters created outside of Wise can be added into the system to be sent to customers and be part of reports. After completing this video, please take a moment to complete the survey. Thank you!	16:57

OPAC and My Account

Title and description	Length
Wise OPAC and My Account This course provides instruction on how to navigate the user-facing OPAC and customer My Account menus, search the online catalog, and perform My account scenarios. Intended audience: This course is best suited for library staff who are new to Wise and already have a basic understanding of the Wise Staff client.	57:29	View a recorded session Note: This recording contains chapters and transcripts. Click a chapter name to navigate to a specific topic in the recording. Chapter names and transcripts are only available when viewing the recording from your computer. Transcript Presentation slides Learner guide
Wise OPAC Navigation This video will provide a high-level overview of the Wise OPAC and My Account features. After completing this video, please take a moment to complete the survey. Thank you!	8:32
Log into My Account This video will show you how to log into My Account from the Wise OPAC for the first time, set a new password, and create an optional username. After completing this video, please take a moment to complete the survey. Thank you!	2:23
Wise OPAC: Place and Manage Holds This video will show you how to place holds, manage the different hold types, and edit or delete holds in the Wise OPAC. After completing this video, please take a moment to complete the survey. Thank you!	6:32
Wise OPAC: Manage Relationships This video will show you how to add, confirm, and delete Relationships from My Account in the Wise OPAC. After completing this video, please take a moment to complete the survey. Thank you!	3:54

Tickets

Title and description

Length

Introduction to Wise Ticketing

This video offers an overview of the options available in the Ticketing piece of Wise to create and manage in-person and virtual events.

After completing this video, please take a moment to complete the survey. Thank you!

15:11

Console

Title and description	Length
Console Navigation This video provides a high-level overview of navigating the Wise Console and Console menu features. After completing this video, please take a moment to complete the survey. Thank you!	6:14
Add a New customer This video will show you how to add a new customer in the Wise Console. After completing this video, please take a moment to complete the survey. Thank you!	3:53
Check in - Console This video will show how to check in items and print check in receipts for customers in the Wise Console. After completing this video, please take a moment to complete the survey. Thank you!	3:20
Check out- Console This video will show how to check out items and print receipts for customers in the Wise Console. After completing this video, please take a moment to complete the survey. Thank you!	3:19
Manage Holds This video provides an overview of managing customer holds in the Wise Console. After completing this video, please take a moment to complete the survey. Thank you!	3:00
Picklist This video will show you how to use the picklist in the Wise Console to create a real-time report of items currently on hold. After completing this video, please take a moment to complete the survey. Thank you!	9:45

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