Learner guide: Wise Staff Client Circulation
Course overview
The Wise Staff client: Circulation course is an overview of the Circulation menu, including how to: check in/out materials, manage holds, and pay fines. This course is best suited for library staff who are new to Wise and already have a basic understanding of navigating the Staff client.
Note: This learner guide is designed to accompany the Wise Staff client: Circulation course.
Circulate items
Perform check-in and check-out actions in the Wise staff client.
Circulation Options
Check-in options available in the Wise Staff client
Patron check-in: this workflow should be used when staff check-in materials and a receipt is requested for an individual's checked-in materials.
Family check-in: option for when a family returns items together and requires a check-in receipt.
Bulk Check-in: (aka Outdoor book return mode) used for checking in items returned via book drop.
Check-out option available in the Wise Staff client
Check Out: Learn how to check out items to customers in the Wise Staff client.
Financials
Financial transactions, such as charging and waving of fines are manged in the Wise Staff Client:
Mark item lost or damaged: charge patron for an item that they have returned damaged or lost.
Pay a fine: view and settle customer fines in the Wise staff client.
Waive a fine: view and waive customer fines or fees.
Patron Holds
Manage hold requests in the Wise Staff Client:
Place a hold: learn how to place a hold on an item from the Wise Client Catalog
Cancel or delete a hold: cancel a pending hold request in the Wise staff client.
Request materials in a sequence: holds requests placed in a sequential order, so that when one item is returned, the next hold in the sequence become active.
Circulation Reports
Run some of the most common circulation reports:
Shelf list report: generates a report that shows a real-time overview of what items are currently on hold.
Hold Shelf: will allow you to create a report of unclaimed holds.
Discarded Report: creates a report of discarded items.
Test your knowledge
- What is the name of the check-in option that will allow staff to check-in materials returned via the book drop?
a. Bulk check-in
b. Outdoor book return
c. Book drop return
d. Multiple item return
2. A circulation report of unclaimed holds is called what in Wise?
a. Expired holds
b. Unclaimed holds
c. Holds shelf
d. Shelf read
3. What icon allows you to place title level holds in Wise?
a. Bell
b. Globe
c. Wrench
d. Check-mark
Additional information
- Wise Staff client Circulation documentation
- Wise Staff client FAQ & Troubleshooting articles
- OCLC Community Center: Wise community
- Connect with OCLC staff and peers using Wise Staff client.
- Share workflows and feedback, and submit enhancement requests.
- Attend webinar events and keep up with product news