Carousel rules
The rule level for a carousel list determines which type of set of titles is selected. A separate menu option is available for each type of list. Parameters are defined depending on the type of list created.
To create or edit a carousel rule:
- In the Wise configuration manager, go to OCLC Wise > Carousel > Carousel rules.
- Select the type of rule set you wish to create from the menu:
- New arrivals set
- Community ID
- DGC browsing set Note: Not for use in US libraries.
- Shelf
- Title set (via clipboard)
- Title set (via selections)
- Just returned
- Top list
- Click New to create a rule, or click Detail next to an existing rule to edit. The Info column rules window opens. Depending on the rule type selected in step 2, different information is required.
- Enter rule information. Click Change to edit an existing rule.
Each rule set requires the following information:Filed Description Type Automatically filled by the system with the rule set selected. Description Text description of the rule set. This description will not appear in the carousel unless it is set at the shelf level that the title of the first line is displayed instead of the shelf title. Max. number Enter a number for the maximum number of titles to include in the set. By default, 1000 titles are included. If a lower number is entered, for example, for acquisitions, the most recent titles will be included in the set. Default handle This number determines how many titles from the maximum number appear on the screen. The titles selected from the set are random.
Maximum number determines how large the list is from which the system can select titles to display, the handle determines how many titles actually appear. If the same number is entered for both Max. number and Default handle, you can control exactly which titles appear in the carousel.
By default, 10 titles are included in the default handle.
Available Check this box to display only materials that are available in the carousel. - Enter additional information, based on the rule type selected. See additional details below.
- Click OK to save.
Additional details
Depending upon the rule set you create, additional details may be required.
New arrivals set
New arrivals sets allow you to create a carousel based on Acquisitions profiles. New arrivals sets require the following additional fields:
| Field | Description |
|---|---|
| Network | Select a network from the drop-down list. These networks are created in the table (G_NET) Networks in the line PRF - Profile New Acquisitions for Networks. In addition to values from the table, there are also the options Here and There. This can be used to indicate whether you own the titles (here) or do not own the titles (there). |
| Profile | Select a profile from the drop-down list. These profiles are created in the Acquisitions profiles table. |
Community ID
If setting up a Community ID carousel rule, the following additional field is required:
| Field | Description |
|---|---|
| Community ID | Enter the ID of a Community list. The ID cannot be selected from a list. Any public community list can be used for this rule. The community ID can be found under the list_id in the URL of the page. For instance, from [...] branch_no=6299,list_id=5825;font=xml, you would use the number 5825 as the list ID. |
DCG browsing set
Not for use in US libraries.
Shelf
Any configured shelf (including temporary and display shelves) within the Wise configuration manager can be selected to use as a carousel. When setting up a shelf carousel rule, the following additional fields are required:
| Field | Description |
|---|---|
| Branch | Select a branch from the drop-down list. |
| Shelf | Select a shelf from the drop-down list. Shelf locations are configured in the table (PLT) Location / shelf. |
Title set (via clipboard)
Title sets created in the Wise client using the clipboard function can be used to create a carousel. When setting up a Title set (via clipboard) carousel rule, the following additional fields are required:
| Field | Description |
|---|---|
| Range1a | Select a range from the drop-down list. |
| Selection UUID | Choose from the title sets created in the client by someone from the chosen instance using the clipboard. |
Title set (via selections)
Title sets created in the Wise client using Statistics and Selections can be used to create a carousel. When setting up a Title set (via selections) carousel rule, the following additional fields are required:
| Field | Description |
|---|---|
| Range1a | Select range from the drop-down list. |
| Selection UUID | Select from the title sets created in the client by someone from the chosen instance through selections by title. |
Just returned
There is no need to set a range or location to display just returned titles. Titles that were just returned in the location are displayed when using this carousel rule.
Chart
Chart profiles can be used to create a carousel. This type of carousel displays frequently borrowed items. When setting up a Chart carousel rule, the following additional fields are required:
| Field | Description |
|---|---|
| Network | Select a network from the drop-down list. These networks are created in the table (G_NET) Networks in the line TOP - Top Lists. In addition to values from the table, there are also the options Here and There. This can be used to indicate whether you own the titles (here) or do not own the titles (there). |
| Profile | Select a profile from the drop-down list. These profiles are created in the Chart - Profiles table. |