Portal notifications per membership
Note: In the old Wise OPAC it was possible to have a notification appear at the top of the screen in the OPAC as soon as a customer signed in. This functionality is not available in the new OPAC.
In Portal notifications per membership, you can configure a display notification to appear in the customer web portal when a customer signs in to My Account. The message displays in the upper right-hand corner of the web portal.
The notifications must be configured for each instance and can be unique to each membership and for each branch.
To create a new customer notification:
- In the Wise configuration manager, go to OCLC Wise > Customers > Portal notifications per membership. The Customer notification window opens.
- Enter Customer notification information:
| Field | Description |
|---|---|
| Sector | The sector to which the notification applies (select BIEB) |
| Organization | The library organization to which the notification applies |
| Start date End date |
The start and end dates for when the notification will appear in the portal |
| Text |
The text of the notification. Example text might include:
|
| Priority | Messages are displayed in order of priority, based on the number assigned here. 000-999 |
| Minimum age Maximum age |
The minimum or maximum age of the customer to receive the message |
| Do select membership |
If the notification is intended for a specific membership type, enter the subscription code(s) here. Use a tilde (~) to separate multiple membership codes. |
| Do not select membership | If the notification excludes any membership types, enter the membership code(s) here. Use a tilde (~) to separate multiple membership codes. |
| Do select branch | If the notification is intended for customers at a specific branch, enter the branch code(s) here. Use a tilde (~) to separate multiple branch codes. |
| Do not select branch | If the notification excludes any branches, enter the branch code(s) here. Use a tilde (~) to separate multiple branch codes. |
Portal notifications vs. customer notifications
Portal notifications should not be confused with other customer notifications. Under Customers > System tables > (TABLML) Customer notifications table can be configured. This table contains frequently used texts sent to individual customers.