Branches

Displays the library organization to which the branch belongs.

The library organization is selected when a branch is created. The system number cannot be changed. If a branch is linked to the wrong system, the branch must be removed and added to the correct system.

 Note: When a library organization or branch is changed, not all history, statistics, and transactions will automatically be restored in the relationship.

The branch number.

 Note: Branch numbers 9789 and 9799 could produce barcodes that are identical to ISBNs. We recommend that you do not use those two branch numbers.

The branch code is an alternative (alphanumeric) three-character code for a branch. 

A short description of the branch. Maximum of 20 characters.

Wise will use this description in the header of the Wise staff client display and also in the header of overviews. 

The sector indicates to which type of service provision a branch belongs. The sector is regulated through your license of support for Wise. US libraries are currently only using the BIEB sector.

The following sectors exist:

• BIEB - Public Libraries
• EDUB - Media Centers for Primary Education (Not for use in US libraries.)
• EDUV - Media Centers for Secondary Education (Not for use in US libraries.)
• THEA - Theater (Not for use in US libraries.)

The sector of each branch must be set carefully during the implementation of Wise. It is possible to change the sector at a later time.

Changing the sector will not automatically restore the sector for the applicable branch in the data files and statistics.

Various functions offer a verification on the use or application per sector. These settings must be converted/verified afterward.

The branch category must be indicated for all departments/branches in a Wise system.

The default value for a library is I - Integrated library. This indicates that your branch will work with other libraries.

My Menu configuration defines which services are offered to customers from the web portal and web catalog. Set via Products and Services > Memberships > Membership settings > Membership definitions> My Menu configuration.

When adding a My Menu configuration, it must be indicated per configuration to which type a process belongs:

• 0 - Normal/ Defining: check everything that a customer is allowed to do/ not allowed to do. This is indicated with the membership. 
• 1 - Limiting type: everything is possible, except for what is checked. This limits other libraries.

 Note: OCLC recommends that this field is left blank and defined at the membership level.

Every Wise system will receive a unique number issued by OCLC during implementation. Entering a site number in the branch configuration is only important for offline branches (category B, D, and E) when exchange collections are created for these offline branches. In this case, the site number of the system of the relevant branch must be included here.

If collections must also be delivered to branches on systems of other suppliers (not OCLC), a site number must be determined in consultation with OCLC.

If a branch participates in national guest lending, this box must be checked.

In order to create a link to financial accounting, the cost center number of this branch can be indicated in the ledger per branch.  

If the cost center number is not indicated, the branch number will be included as cost center number in the link.

If only one cash drawer is used in a branch, the number of this cash drawer must be included. 

Example: A branch uses cash drawer 100 (Journal K100). The number 100 must be included in this field.

If various cash drawers are used in the branch, the cash drawer number in the branch does not have to be entered.

The cash drawer included in a payment terminal should not be counted as a cash drawer in a branch. If no cash drawer number is entered in the branch, Wise will work with the cash draw number from the port setting.

Not for use in US libraries. Only applicable with a sorting license.

Not for use in US libraries.

Select the membership fee table that will be used for this branch. Generally, one membership fee table will be used per library system. Within a library system, various membership tables can be used.

Example: Multiple cities are included in a system, but the membership cost per customer for each city is different

The membership fee tables are defined in Products and services > System tables > (TABCON) Membership fee table.

The membership charges are defined in Products and services > Memberships > Membership settings > Membership charges.

Select the Policy table assigned to this branch.

Policy tables are defined in the Wise configuration manager at Products and services > System tables > (TABRGL) Policies table.

The policies per system are defined in the Wise configuration manager at Products and services > Policies.

The online membership process determines which membership types are available through the library website.

See Online membership process for more information.

Select a home branch to be assigned to customers who acquire their library cards from this branch. If a home branch is not set, the system will default to the branch where the membership is created as their home branch.

If a different home branch is set, it must be a branch in the same system as this branch. Wise uses the membership table associated with the selected home branch.

Customer statistics are generated per home branch. You can configure Wise to verify whether the home branch of the customer is evaluated and updated when their membership expires. Changes made to the home branch will only affect memberships created after the changes are made.

Select the branch that will manage notifications and tracking of fines for customers of this branch. This setting is only required for main branches.

If no management branch is indicated with a home branch for borrower administration, no monthly fine invoice will be generated for the customers of their selected home branch. These customers must be managed in a different way. Memberships will be automatically removed in Wise if the duration of the membership has expired.

For branches where customers are imported, it is possible to maintain fine extensions via the monthly management program.  Customers imported via import must receive a membership code that stipulates the membership definition that they receive.

Indicate which branch manages the customer bills of this branch. This includes invoices for lost items and membership cost bills. The branch indicated here will manage the administrative check of the bills for the lost items, selection, and printing of invoices. If no management branch is indicated, the branch itself must do this.

Indicate which branch will select the customer bills for this branch so that a central branch can process and print the invoices. If this field is empty, the management branch will also be the selection branch.

Indicate to which Top list network is this branch included. Choose from the list of defined networks.

Indicate which Acquisition network this branch is a part of. Choose from the list of defined networks.

To define networks, see Networks and branch groups.

Set a maximum number of days before the desk receives the notification of a fine. The system can create a block on a customer account if a customer has a fine of any amount and is older than the defined term. This may limit the options for the customer. Customers can be informed via email (Message type PFA) when the term exceeds five days.

For more information, see Finance.

Not for use in US libraries.

Select an option for how returned materials are checked in at the circulation desk.

• N – No: Each borrower separately. This will open the customer account for each customer as materials are returned on their account.
• J – Yes: Only switch to next customer if there is no fine or fee. If this option is selected, a notification will appear when a checked in item is associated with a customer who has a fine or fee. 
• F – Family: If this option is selected, Wise will allow the check in of returned items for multiple customers without having to close each customer account if the customers live at the same address.
• A – All: If this option is selected, you can check in items from multiple customers without a notification appearing. 

See Advanced check in for more information.

Provide a minimum age, in years, for customers to borrow adult materials. This setting works only in combination with SCAT codes provided for Juvenile block. This setting will be applied at the circulation desk and at the self-service.

 Note: Age settings can also be configured for specific material types per borrowing process. See Products and services.

Certain SCAT codes are blocked and cannot be checked out to youth borrowers. SCAT codes can be blocked based on the first or second digit of the code.

Use a space or the minus sign as a separator between each category. The first digit must be included between blocking brackets. The second and third digit can be defined after.

Examples:

• [0-1]-29-91 blocks scats 0000 to 1999  (the SCATs in general and 2900 to 2999 and 9100 to 9199)
• [0-1-9] - all 0xxx,1xxx AND 9xxx are blocked
• 25-28 - all 25xx AND 28xx are blocked

The amount of time, in minutes, after items that have been returned are left as unavailable for checkout. This allows library staff time to process the returned item.

The set clean-up time will only be applied to items returned to the branch that holds them. In all other cases, a standard time of 60 minutes will be applied. 

The amount of time, in days, that a reserved item can take to be delivered. If an owned item is prepared for transport for a hold in another branch, Wise will check whether there is a hold for a borrower in the branch where it is held and no more than seven days later than the hold date of the transport to the other branch. If this is the case, the item will be assigned to the hold of the owning borrower.

If a Branch Affinity Factor has been entered, it will be taken into account. The Branch Affinity Factor (BAF) must also be applied at the system level. If the BAF cannot be used for the hold, Wise will move on to another branch to see if the hold can be fulfilled. The condition gives priority within the owning system.

See Branch affinity factor for more information.

Related to the Branch Affinity Factor. A value can be given for the desired affinity factor per day. Each day can be assigned a value from 0 to 7.

Select Yes to block customers with status 3 or 4 from My Account functions.

When something is not entered, the settings with Customers > Customer status > (ACSTBL) Actor Status STAFF will be applied.

Select Yes to block customers with status 4 from lending functions.

When something is not entered, the settings with Customers > Customer status > (ACSTBL) Actor Status STAFF will be applied.

This is determined based on where the item is located and whether items can be delivered.

For background collections, the branch location of the item is not the determining factor, instead, settings are dictated by the owning branch to determine whether they will be delivered. This setting must be set to Yes with the background location.

Indicate on which days the library is open or closed. This setting is used to generate a calendar.

If the weekly pattern is changed, the system calendar must also be updated. For more information, see (Re-)generate Calendar.

Indicate whether the penalty calculation includes only the opening days in the period stated here. In the period before the indicated period, every day will count as an open day where fines can be calculated.

An XX number of days is entered in the field Return Calendar. The days before this number are included in the fine calculation.

Maximum amount per return. Entered in dollars and cents. For no fines, enter 0. 

Check the box to indicate that once items are returned, they may be put on hold.

 Note: If this field is set to No, this setting overrides hold settings in (RMT) Hold configuration per RMT.

Check the box to indicate that the item is not linked to a storage location.

Check the box to permit check-in from the storage location.

If this is checked, the vacation loan process is applied.

Branches can enable the vacation loan processes in the staff client via the Calendar function.