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Wise self-paced training

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Select from our catalog of short videos and instructor-led course recordings.

Register for an upcoming Wise training course here.

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.	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.	3:52
Manually Create an Invoice This video will show you how to manually create an invoice in the Wise Staff Client.	4:10
Manually Create an Order File This video will show how to link items without an invoice in the Wise Staff Client.	2:02
Ordering via EDI without Local Information This video will show you how to submit an EDI order.	3:48
Ordering via EDI with Local Information This video will show you how to submit an EDI order enhanced with local information.	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.	4:25

Cataloging

Title and description	Length
Edit Title Records This video will show how to edit title record details in the Wise Staff Client.	5:47
Link Item Records: Bulk Link This video will show how to bulk link items in the Wise Staff Client.	3:17
Link Item Records: With Invoice This video will show how to link Items with an invoice in the Wise Staff Client.	4:31
Link Item Records: Without Invoice This video will show how to link items without an invoice in the Wise Staff Client.	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.	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.	5:25
Title relationships This video provides an overview of basic check in functions in the Wise staff client.	3:15

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.	45:49	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.	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.	5:10
Discard Items This video will show you how to discard items from your library collection.	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.	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.	46:39	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
Manage Customer Addresses This video demonstrates how to successfully add, delete, and modify the various addresses of a customer in the Wise staff client.	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.	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.	4:55
Create and Manage Customer Relationships This video will show how to create and manage customer relationships in the Wise Staff Client.	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.	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.	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.	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.	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.	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.	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.	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.	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.	55:26	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
Navigating the Wise OPAC This video will provide a high-level overview of the Wise OPAC and My Account features.	7:24
Log into My Account This video demonstrates how a customer may access their My Account interface for the first time using both their library card number and their one-time password.	2:39
Creating an Account in the OPAC This video will show you how to create an account in the Wise OPAC.	2:16
Place and Manage Holds in the OPAC This video will show how to place and manage holds in the OPAC.	4:07

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.	15:11

Console

Title and description

Length

Check in - Console

This video will show how to check in items and print check in receipts for customers in the Wise Console.

2:40

Check out- Console

This video will show how to check out items and print receipts for customers in the Wise Console.

3:19

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.

9:45