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Profiles

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Learn how to define profiles containing targeted information about materials.

​Profiles are created and used to provide targeted information about library materials to customers.

Library-at-home - profiles

Profiles for library-at-home users are defined in the Library-at-home - profiles table. For more information about using the library-at-home service in the staff client, see Library-at-home service.

Add a library-at-home profile

To create a new profile:

  1. In the Wise configuration manager, go to OCLC Wise > Catalog > Products > Profiles > Library at home - profiles. Any profiles that have already been created will display on the screen.
  2. Click New. The Profiles window opens.
  3. Enter profile information:
    Field Description
    Profile Type Automatically populated by the system - BAHSTD
    Profile Number of the profile. Enter a 3-digit code.
    Name The description as it displays in the staff client. 
    Type Automatically populated by the system, P - Profile
    Order The order in which the profiles display in the staff client. Enter a number value.
    Please do not use this yet Check this box if the profile is not currently in use, for example, if it is still being created.
    Show only in webcat (no subscription) If checked, this field is view only. 
    Only for these networks Not used for these profiles. Leave empty.
    Not for these networks Not used for these profiles. Leave empty.
    Selection period Maximum age of the material, in months. 
  4. Click OK to save.

Delete a library-at-home profile

To delete a library-at-home profile:

  1. In the Wise configuration manager, go to Catalog > Products > Profiles > Library-at-home - profiles.
  2. Click Detail next to the profile you want to remove. The Profiles window opens.
  3. Select Remove and click OK. A confirmation message appears.
  4. Click OK. The profile is removed.

Edit a library-at-home profile

To edit a library-at-home profile:

  1. In the Wise configuration manager, go to Catalog > Products > Profiles > Library-at-home - profiles.
  2. Click Detail next to the profile you want to edit. The Profiles window opens.
  3. Select Change and make desired changes.
  4. Click OK to save the changes.

Add profile elements to a library-at-home profile

Once a library-at-home profile is created, you must provide the elements (criteria) for the profile.

To add profile elements:

  1. In the Wise configuration manager, go to OCLC Wise > Catalog > Products > Profiles > Library at home - profiles.
  2. Click Open next to the profile to which you want to add elements. The Profile elements window opens.
  3. Click New to add a new profile element. The Profile elements window opens.
  4. Enter the element information:
    Field Description
    Profile Automatically populated by the system.
    Sequence number Enter a sequence number for the element here, starting with 0. This is used to organize the selected elements.
    Category

    Select a Category from the drop-down list.

    Fixed title headings are defined in Titles and SCAT management > Titles > Categories. You can use its contents for genres and mediums. Other information is located in the Titles and SCAT management > Titles > System tables.
    Operator

    Select the operator to define the element from the drop-down list:

    • 01 - Equal to
    • 02 - Not equal to
    • 03 - Begins with
    • 04 - Does not begin with
    • 10 - At most
    • 11 - At least
    Values

    Manually enter the value related to the selected category. Click Add to include the value in the list. Multiple values can be added to a list as long as the selections do not conflict with each other. For example, if T52 - Adult is selected, do not add J (Juvenile) as a value.

    Multiple values can be added at once, using the pipe separator (|).

     Note: The difference between "value" and "description of the value" is an important distinction. You can find the genre code table and other placement tables at Titles and SCAT management > SCAT management > System tables.
  5. Click OK to save.
  6. (Optional) Add additional profile elements.

Delete library-at-home profile elements 

To library-at-home delete profile elements:

  1. In the Wise configuration manager, go to Catalog > Products > Profiles > Library-at-home - profiles.
  2. Click Open next to the profile for which you want to remove elements. The Profiles element screen opens.
  3. Click Detail next to the element you want to delete.
  4. Select Remove and click OK. A confirmation message appears.
  5. Click OK. The profile is removed.

Edit library-at-home profile elements

To library-at-home edit profile elements:

  1. In the Wise configuration manager, go to Catalog > Products > Profiles > Library-at-home - profiles.
  2. Click Open next to the profile you want to change the elements for. The Profiles element screen opens.
  3. Click Detail next to the profile you want to edit. The Profiles window opens.
  4. Select Change and make desired changes.
  5. Click OK to save the changes.

Chart - profiles

Chart profiles are created for use in your web catalog to display frequently borrowed titles. By default, tops display the top 10 circulating titles meeting the parameters determined in the profile.

Create or edit a chart profile 

In the web catalog, chart profiles, or top list profiles display the most popular titles at your library. Lists can be defined for different audiences or types of materials, such as novels, non-fiction, or children's books. Chart profiles are created to determine which types of titles are assigned to a list.

To create or edit a profile:

  1. In the Wise configuration manager, go to OCLC Wise > Catalog > Products > Chart profiles.
  2. Click New to create a new profile, or click Detail next to an existing profile to edit properties. The Profiles window opens.
  3. Enter profile information. Click Change to edit existing information.
Field Profile
Profile Type Automatically filled by the system (TOPSTD)
Profile A unique, 3-character code for the profile
Name The name of the profile, as it will appear in the web catalog
Type Automatically filled by the system (P - Profile)
Order The order in which this profile will appear in the web catalog, in relation to the other profiles. This is a numerical value.
Max. number The maximum number of titles to appear in the top list.
Please do not use this yet Check this box if the profile should not display in the web catalog.
Only for these networks If this profile is only for one or more particular top list networks, enter the network code(s), separated by a tilde (~). The top list network codes can be found in Networks. If this profile can be used by all networks, leave this field blank.
Not for these networks If this profile is not intended for one or more particular top list networks, enter the network code(s), separated by a tilde (~). The top list network codes can be found in Networks. If this profile can be used by all networks, leave this field blank.
Selection period Period, in months, for which the borrowing statistics are counted.
  1. Click OK to save.

Add elements to a chart profile 

After a chart profile is created, you must add the desired elements to the profile to indicate which types of titles should appear in the list. To add elements to a chart profile:

  1.  In the Wise configuration manager, go to OCLC Wise > Catalog > Products > Profiles > Chart - profiles.
  2. Click Open next to the profile to which you want to add elements.
  3. Click New. The Profile elements window opens.
  4. Enter profile information:
Field Description
Profile Automatically filled by the system with the name of the profile.
Sequence number Enter a number for the element, this is used to organize the selected elements.
Category Select the title category for which this element will be defined from the drop-down list. For example, T09 - Media type, to assign specific media types to this top list.
Operator

Select the operator by which the element will be determined:

  • 01 - Equal to
  • 02 - Not equal to
  • 03 - Begins with
  • 04 - Does not begin with
  • 10 - At most
  • 11 - At least
Values

Manually enter the desired values of the selected category. Click Add after each value is entered to add it to the Values list, or enter multiple values separated by a pipe (|).

 Note: A series of values can also be entered, for example, if the Category 23 - SCAT is selected, a range of scat values such as 1000-2000 can be entered.
  1. Click OK to save.
  2. Repeat steps 3-5 to add more elements to the top list profile.

Update the list in the Wise system 

After a top list profile is defined, the list must be built with the assigned definitions. This step can be completed by activating the job BLDTOP in the Report processor, via the Jobs tab. Depending on the size of your library system, this process may take some time. To check the status of the process, see the Dashboard.

When the list is complete and activated, you must restart the web catalog to view changes.

Add top lists to your locations 

Top list information is gathered based on selected locations in your library system, in a top list network. This allows you to segment your branches so that borrowing data is only used from the selected locations. To create a top list network:

  1. In the Wise configuration manager, go to OCLC Wise > Management organizations > Networks and branch groups > Networks > (G_Net) Networks.
  2. Click Open next to Top lists.
  3. Click New.
  4. Enter the Network code, these can be located in the table (G_VST) Main Branch groups (Vxxx), and a Description of the network.
  5. Click OK to save.

Top lists networks are assigned at the branch level. To assign a top list to a branch:

  1. In the Wise configuration manager, go to OCLC Wise > Management organizations > Branches.
  2. Click Detail next to the branch to which you want to add a top list.
  3. Select the Networks tab.
  4. Click Change to edit the information.
  5. Select a top list from the Top list networks drop-down list.
  6. Click OK to save.

Delete a Chart profile 

To delete a top list profile:

  1. In the Wise configuration manager, go to Catalog > Products > Profiles > Chart - profiles.
  2. Click Detail next to the profile you want to remove. The Profiles window opens.
  3. Select Remove and click OK. A confirmation message appears.
  4. Click OK. The profile is removed.

Edit a Chart profile 

To edit a top list profile:

  1. In the Wise configuration manager, go to Catalog > Products > Profiles > Chart - profiles.
  2. Click Detail next to the profile you want to edit. The Profiles window opens.
  3. Select Change and make desired changes.
  4. Click OK to save the changes.

CPV collection profiles

Not for use in US libraries. 

(G_APS) New arrivals - main menu 

New arrivals profiles can be used in the web catalog to display your library's newly acquired materials. The (G_APS) New arrivals table consists of an overarching Acquisition menu structure table. Within this table, new arrivals can be divided into categories. Each category is assigned one or more acquisition profiles to inform the types of titles to include in the group. For example, a category for Youth fiction could contain the acquisition groups Picture Books, Elementary level books, and Children's books.

Create an Acquisition menu group 

To create a new group:

  1. In the Wise configuration manager, go to OCLC Wise > Catalog > Products > Profiles > (G_APS) New arrivals - main menu.
  2. Click Open next to Acquisition menu structure.
  3. Click New. The Acquisition menu groups window opens.
  4. Enter Acquisition menu group information:
    Field Description
    Type Automatically filled by the system (APS).
    Classification Automatically filled by the table (STD).
    Menu group Enter a unique, 2-digit menu group code. This code should follow a logical structure. Numbers 00-99 can be used.
    Description Enter a description of the menu group. This will display in your web catalog.

  5. Click OK to save.

Add acquisition profiles to a menu group   

After a menu group is created, acquisition profiles must be added to indicate which types of titles should appear in the group.

To add profiles to a group:

  1. In the Wise configuration manager, go to OCLC Wise > Catalog > Products > Profiles > (G_APS) New arrivals - main menu.
  2. Click Open next to Acquisition menu structure.
  3. Click Open next to the Acquisition group to which you want to add profiles.
  4. Click New. The Acquisition menu codes window opens.
  5. Enter Acquisition menu codes details:
Field Description
Type Automatically filled by the system (APS).
Classification Automatically filled by the system (STD).
Menu group Automatically filled by the system (the menu group code of the selected group).
Menu code A unique, 4-digit menu code.

 Caution:  To ensure that the acquistions profile is associated with the correct menu group, the first two digits of the code should be the same first two digits as the associated menu group code. The third and fourth digits will dictate the order in which menu codes appear in the table.
Gprofile Select an acquisition profile from the drop-down list.
Description Text description of the acquisition group, as it will appear in the web catalog.
  1. Click OK to save.

New arrival profiles are updated during the nightly system process, however the web cache may prevent updates from displaying for over 24 hours.

Delete an acquisition group 

To delete an acquisition group:

  1. In the Wise configuration manager, go to Catalog > Products > Profiles > (G_APS) New arrivals - main menu.
  2. Click Open next to the Acquisition menu structure line.
  3. Click Detail next to the group you want to remove. The Acquisition menu groups window opens.
  4. Select Remove and click OK. A confirmation message appears.
  5. Click OK. The group is removed.

Edit an acquisition group 

To edit an acquisition group:

  1. In the Wise configuration manager, go to Catalog > Products > Profiles > (G_APS) New arrivals - main menu.
  2. Click Open next to the Acquisition menu structure line.
  3. Click Detail next to the group you want to edit. The Profiles window opens.
  4. Select Change and make desired changes.
  5. Click OK to save the changes.

Acquisition profiles

Acquisition profiles are used to show newly purchased materials in the web catalog. Acquisition profiles are also leveraged for alerting customers of new items via email.

Acquisition profiles are leveraged in the following areas of the Wise system:

  • Networks
    An acquisition profile network is established in the table (G_Net) Networks to determine which branches are included in the profile.
  • Web catalog
    In the web catalog, customers can select acquisition profiles, which appear as areas of interest to follow in My Account. When a customer selects a profile, they will receive email messages when titles within the selected profiles are added to the library collection. For more information, see New arrivals.
  • Staff client
    In the staff client, staff can edit customer profile selections in Customer administration, on the Profiles tab.
  • System job
    The nightly JOB BLDAAN ensures that the latest titles are identified and included in new arrivals messages.
  • Billing
    During the Open billing period process, customers with a membership that expired over three months ago will no longer receive new arrivals messages.

Create an acquisition profile     

Acquisition profiles can be created based on the areas of interest of library customers. For example, a profile of home and garden titles might include interior design books, gardening books, and cookbooks. 

To create or edit an acquisition profile:

  1. In the Wise configuration manager, go to OCLC Wise > Catalog > Products > Profiles > Acquisition profiles.
  2. Click New to create a new profile, or click Detail next to an existing profile to change it. The Profiles window opens.
  3. Enter profile information. Click Change to edit an existing profile.
Field Description
Profile type Automatically filled by the system (APSSTD).
Profile A unique 3-digit code.
Name The name of the profile. this is the text description that appears in the web catalog and staff client.
Type Automatically filled by the system (P - Profile).
Order Enter a number to determine the order of the acquisition profiles as they appear in the web catalog.
Minimum age Minimum age for customers to subscribe to the profile. The profile will not appear in the selection list for customers below the minimum age.
Please do not use this yet Check this box to hide the profile in the web catalog and staff client.
Show only in webcat (no subscription) If checked, the acquisition profile is view only in the web catalog. 
Only for these networks If this profile is only for one or more particular acquisition networks, enter the network code(s), separated by a tilde (~). The acquisition network codes can be found in Networks. If this profile can be used by all networks, leave this field blank.
Not for these networks If this profile is not intended for one or more particular acquisition networks, enter the network code(s), separated by a tilde (~). The acquisition network codes can be found in Networks. If this profile can be used by all networks, leave this field blank.
Selection period The number of days that an item will stay within this acquisition profile before it is phased out. 
  1. Click OK to save.

Add profile elements to the acquisitions profile 

After an acquisition profile is created, you must add the desired elements to the profile to indicate which types of titles should appear in the list. To add elements to an acquisition profile:

  1.  In the Wise configuration manager, go to OCLC Wise > Catalog > Products > Profiles > Acquisition profiles.
  2. Click Open next to the profile to which you want to add elements.
  3. Click New. The Profile elements window opens.
  4. Enter profile information:
Field Description
Profile Automatically filled by the system with the name of the profile.
Sequence number Enter a number for the element, this is used to organize the selected elements.
Category

Select the title category for which this element will be defined from the drop-down list.

For example, T09 - Media type, to assign specific media types to this top list.
Operator

Select the way in which which the Category will be determined:

  • 01 - Equal to
  • 02 - Not equal to
  • 03 - Begins with
  • 04 - Does not begin with
  • 10 - At most
  • 11 - At least
Values

Manually enter the desired values of the selected category. Click Add after each value is entered to add it to the Values list, or enter multiple values separated by a pipe (|).

 Note: A series of values can also be entered, for example, if the Category 23 - SCAT is selected, a range of scat values such as 1000-2000 can be entered.
  1. Click OK to save.
  2. Repeat steps 3-5 to add more elements to the acquisitions profile.

Delete an acquisition profile 

To delete an acquisition profile:

  1. In the Wise configuration manager, go to Catalog > Products > Profiles > Acquisition profiles.
  2. Click Detail next to the profile you want to remove. The Profiles window opens.
  3. Select Remove and click OK. A confirmation message appears.
  4. Click OK. The profile is removed.

Edit an acquisition profile 

To edit an acquisition profile:

  1. In the Wise configuration manager, go to Catalog > Products > Profiles > Acquisition profiles.
  2. Click Detail next to the profile you want to remove. The Profiles window opens.
  3. Select Change and make desired changes.
  4. Click OK to save the changes.

 

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