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Local management system tables

Learn about system settings related to local location management.

Local management system tables are located in the Wise configuration manager at OCLC Wise > Items and locations > Local location management > System tables

(PLTAFD) Departments

Each location or branch has a department table. Here, you must define the department codes and descriptions for any departments used for shelving locations. Changes to the Departments table will not appear until the next day. This table is used to define the (PLT) Central shelf table and Location/shelf.

To create or edit a department:

  1. In the Wise configuration manager, go to OCLC Wise > Items and locations > Local location management > System tables > (PLTAFD) Departments.
  2. Click Open next to your system. A table of locations opens.
  3. Click Open next to the location to which you want to add or edit a department.
  4. Click New to add a new department, or click Detail next to an existing department to edit. The Departments - Shelves window opens.
  5. Enter department information. If you are editing an existing department, click Change to edit the fields.
    Field Description
    Type Automatically filled by the table (PLTAFD).
    Branch Automatically filled by the system, the branch to which the department belongs.
    Code A unique code for the department, limit 3 characters. 
    Description

    A text description of the department, limit 30 characters.

     Note: The first and second positions can be shown separately in the web catalog using the TABMRW and TABMRA tables to indicate the floor. The local placement can be clarified in this way.

  6. Click OK to save.

(PLTOND) Subdivision

If multiple sorting bins or locations are required on the floor plan map, this table can be used to create subdivisions. This table can be used to define the (PLT) Central shelf table and Location/shelf.

In this table, you can specify the location and how the heading should appear for the sorting bin or location.

  1. In the Wise configuration manager, go to OCLC Wise > Items and locations > Local location management > System tables > (PLTOND) Subdivision.
  2. Click Open next to your system. A table of locations opens.
  3. Click Open next to the location to which you want to add or edit a subdivision.
  4. Click New to add a new subdivision, or click Detail next to an existing subdivision to edit. The Subdivisions - Shelves window opens.
  5. Enter subdivision information. If you are editing an existing subdivision, click Change to edit the fields.

    Field

    Description
    Type Automatically filled by the table (PLTOND).
    Branch Automatically filled by the system, the branch to which the department belongs.
    Shelf code Select the shelf which needs to be subdivided from the drop-down list.
    Search code A 4-character code used for SCATs.
    Description

    A text description of the subdivision.

    Sorting bin

    Not for use in US libraries.

    X-position on map

    Only applicable if your library is using floor plans. Enter the coordinate for the shelf location.

    Y-position on map

    Only applicable if your library is using floor plans. Enter the coordinate for the shelf location.

  6. Click OK to save.

(TABPLD) Placement comments

Not for use in US libraries

(TABPLE) Label configurations

(TABPLE) Label configurations contain all labeling methods. Default labels are configured in this table and can be enabled and disabled.

 Note: Existing label methods can be edited to change the description or to hide any unused values, but you will need to submit an Ideas request for any new methods that need to be added.

To enable or disable a label configuration:

  1. In the Wise configuration manager, go to OCLC Wise > Items and locations > Local location management > System tables > (TABPLE) Label configurations.
  2. Click Detail next to the label configuration you want to enable or disable. The Order series window opens.
  3. Click Change to change the status.
  4. Select Yes or No in the In use section. If Yes, the label configuration is available for use in the staff client, if No, the label configuration is not available.

Set label configurations per shelf

You can set a label configuration for each shelf in your library using one of the following options. When a new item is linked in the Client, the configured label configuration will be applied to items that are linked to a specific shelf location.

  • Non-fiction Youth, no headword - adds the Dewey value and does not include a headword
  • Non-fiction Adult, no headword - adds the Dewey value and does not include a headword
  • Fiction Youth, no headword - does not include a Dewey value or a headword
  • Fiction Adult, no headword - does not include a Dewey value or a headword

To set label configurations per shelf:

  1. Sign into the Manger.
  2. Go to Wise > Items and Locations > Local location management > Shelf conversion.
  3. Click Open next to the branch you want to configure.
  4. Click detail next to the shelf you want to configure.
  5. Click the Change button to edit the shelf conversion.
  6. Choose one of the new label values from the Label configuration drop-down menu.
  7. Click OK to save.

Link items in the Client using label configurations Edit section

After you have configured your label preferences in the manager, you can use and adjust them when linking items in the Client.

To link items using label configurations:

  1.  Sign into the Client.
  2. Go to the catalog linking screen for an item you want to link or link a new item.
  3. On the linking screen, you will see a new drop-down menu, Label configuration. If a configuration has been set for the shelf location for the item you are adding, this value will be pre-selected. If you want to use a different configuration, you can change the value in the drop-down menu and the related fields will be updated.

 Note: If you are making changes to the settings on the link screen and are linking multiple items at once, click the QuickLink on button to allow the system to remember the selections you've made and apply them to additional items as you link them. You can change the Owning branch while using this option to link multiple items to other branches while retaining the other linking preferences.

(TABPMT) Placement received items

The (TABPMT) Placement received items table is used to allow newly received materials to be placed in a temporary location.

To create a navigation scheme type:

  1. In the Wise configuration manager, go to OCLC Wise > Items and locations > Local location management > System tables > (TABPMT) Placement received items.
  2. Click New to add a new scheme, or click Detail to edit an existing scheme. The Placement of received materials window opens.
  3. Enter navigation scheme information. If you are editing an existing scheme, click Change to edit the fields.
    Field Description
    Type Automatically filled by the table (PMT).
    Branch Select the branch to which this scheme applies.
    Material type Select the material type to which this scheme applies from the drop-down window.
    Shelf for new arrivals A 3-digit code for the temporary shelf. The specified code must be entered as a temporary shelf in shelving locations for the specific branch.
  4. Click OK to save.

(TABMRW) Marketing Worlds

This table is used to tie items and locations to the Marketing workbench. The system generates reports based on loan data to provide insight into customer borrowing, which can be leveraged in marketing. In order to connect customer borrowing habits with the marketing workbench, Marketing worlds must be defined. Each world can be divided into departments, using the (TABMRA) Marketing departments table. Each shelving location should be assigned to a marketing world or department.

The marketing workbench will analyze monthly customer lending data and create customer labels for the primary, secondary, and tertiary world for each customer.

To create or edit a marketing world:

  1. In the Wise configuration manager, go to OCLC Wise > Items and locations > Local location management > System tables > (TABMRW) Marketing worlds.
  2. Click New to create a new world, or Detail to edit an existing world. The Marketing worlds window opens.
  3. Enter marketing worlds information. If you are editing an existing world, select Change to edit the information.
    Field Description
    Type Automatically filled by the table (MRW).
    Code A unique, 2-digit code for the marketing world.
    Description A text description of the marketing world (for example, Children 0 - 8).
    Color code (hex) To apply a specific color to the marketing world, enter the hex code for the color. The color appears in the web catalog.
  4. Click OK to save.

(TABMRA) Marketing Departments

Each world from the (TABMRW) Marketing Worlds represents one or more departments. Each department receives a code with a value of 01 to 99. For users of the Marketing workbench, this code will determine in which department a customer borrows. Based on this, a customer label will be created for each department that is borrowed. In this case, a maximum of 10 sections will be labeled.

The relationship between a marketing department and a borrower is created based on the location where an item was placed at the time of lending. Each shelf must include which marketing department it belongs to.

After the marketing department is assigned to a shelf, the web catalog can use this criteria to determine items related to the workbench.

To create or edit a marketing department:

  1. In the Wise configuration manager, go to OCLC Wise > Items and locations > Local location management > System tables > (TABMRA) Marketing departments.
  2. Click New to create a new world, or Detail to edit an existing world. The Genre window opens.
  3. Enter marketing department information. If you are editing an existing department, select Change to edit the information.
    Field Description
    Type Automatically filled by the table (MRW).
    World The world to which this marketing department belongs, select from the drop-down list.
    Code A unique, 2-digit code for the marketing department.
    Description A text description of the marketing department (for example, Mystery).
  4. Click OK to save.

(TABNAV) Navigation scheme types

If your library is using the navigation function, this table must be configured. This allows libraries with a retail concept to provide a list of navigation schemes. A navigation scheme must be established for each location.

Navigation schemes

Not for use in US libraries. 

 

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