External systems configuration

WorldCat Integration

 Note: The system option WORLDCT or WCATSYN  must be active for this option to appear. Contact OCLC Support for assistance.

To add or edit your WorldCat account information and connect it with Wise:

1. In the Wise configuration manager, go to Management organizations > External systems > WorldCat Integration.
2. If you have not added your WorldCat account, click New at the top of the page. To edit existing account information, click Detail. The EAC - External accounts window opens.
3. Enter account information. To edit existing information, select Change radio button at the bottom of the window.
   • Type - automatically filled by the system
   • Organization - select 0000
   • Auth URL - enter your authentication URL
   • Collections Fee - enter your Collections ID. Note: this is only required for reclamation process. It can be kept 0 at all other times.
   • Scope - enter your scope
   • Metadata API Holdings URL - enter your URL
   • WSKey - enter your OCLC WSKey
   • Grant type - enter your grant type
   • Secret - enter your secret
   • Metadata API Base URL - enter your URL
   • Metadata API Search URL - enter your URL
4. Click OK to save.

Overdrive 

 Note: The system option EXTCOVD must be active for this option to appear. Contact OCLC Support for assistance. 

Prior to adding Overdrive account information within External systems, the OCLC account information must first be added in systemWise > systemWise > External systems > Overdrive account. This section should be edited with the assistance of OCLC. Contact OCLC Support for assistance. 

To add or edit your Overdrive account information and connect it with Wise:

1. In the Wise configuration manager, go to Management organizations > External systems > Overdrive.
2. If you have not added your Overdrive account, click New at the top of the page. To edit existing account information, click Detail.
3. Enter account information. To edit existing information, click Edit at the bottom of the window.
   • Type - automatically filled by the system
   • Organization - select your organization from the drop-down list
   • Username - enter your Overdrive username
   • Library ID - enter your Overdrive Library ID
   • Website ID - enter your Overdrive Website ID
4. Click OK to save.

NoveList 

 Note: The system option EXTCNOV must be active for this option to appear. Contact OCLC Support for assistance. 

To add or edit your NoveList account information and connect it with Wise:

1. In the Wise configuration manager, go to Management organizations > External systems > NoveList.
2. If you have not added your NoveList account, click New at the top of the page. To edit existing account information, click Detail. The EAC - External accounts window opens.
3. Enter account information. To edit existing information, click Edit at the bottom of the window.
   • Type - automatically filled by the system
   • Organization - select your organization from the drop-down list
   • NoveList Select ID - enter your NoveList Select ID
   • NoveList Select password - enter your NoveList Select password
   • NoveList FTP server URL - enter your NoveList FTP server URL
   • NoveList FTP username - enter your NoveList FTP username
   • NoveList FTP password - enter your NoveList FTP password
   • NoveList FTP remote dir - enter your NoveList FTP remote directory
4. Click OK to save.

Hoopla 

 Note: The system option EXTCHOO must be active for this option to appear. Contact OCLC Support for assistance. 

To add or edit your Hoopla account information and connect it with Wise:

1. In the Wise configuration manager, go to Management organizations > External systems > Hoopla.
2. If you have not added your Hoopla account, click New at the top of the page. To edit existing account information, click Detail. The EAC - External accounts window opens.
3. Enter account information. To edit existing information, click Edit at the bottom of the window.
   • Type - automatically filled by the system
   • Organization - select your organization from the drop-down list
   • Authorization name - enter your Hoopla authorization name
   • Password - enter your Hoopla password
   • Library ID - enter your Hoopla library ID
4. Click OK to save.

WorldCat 

 Note: This configuration will be obsolete after the 7.0.7 Wise code release and will be replaced by the WorldCat Integration configuration. It will be removed from the Manager in the next code release.

The system option WORLDCT must be active for this option to appear. Contact OCLC Support for assistance. To add or edit your WorldCat account information and connect it with Wise:

1. In the Wise configuration manager, go to Management organizations > External systems > WorldCat.
2. If you have not added your WorldCat account, click New at the top of the page. To edit existing account information, click Detail. The EAC - External accounts window opens.
3. Enter account information. To edit existing information, click Edit at the bottom of the window.
   • Type - automatically filled by the system
   • Institution - select your organization from the drop-down list
   • WSKey - enter your OCLC WSKey
   • Secret - enter your secret
   • Institution ID - enter your institution ID
   • Principal ID - enter your principal ID
   • Principal DNS - enter your principal DNS
   • Authenticating institution ID - enter your authenticating institution ID
   • OCLC symbol - enter your OCLC symbol
4. Click OK to save.

Record Manager

 Note: To enable a link out to Record Manager via the Wise Console you will first need to enable system option RECMGR. Contact OCLC Support for assistance. 

To add or edit your Record Manager URL information and connect it with Wise:

1. In the Wise configuration manager, go to Management organizations > External systems > Record Manager.
2. If you have not already added your Record Manager URL, click New at the top of the page. To edit existing account information, click Detail. The EAC - External accounts window opens.
3. Select Change and the bottom of the EAC - External accounts window to enable editing.
4. Add your Record Manager URL.
5. Click OK to save your change.

INN-Reach 

 Note: The system option EXTINN must be active for this option to appear. Contact OCLC Support for assistance. 

To add or edit your INN-Reach account information and connect it with your Wise system:

1. In the Wise configuration manager, go to Management organizations > External systems > INN-Reach.
2. If you have not added your INN-Reach account, click New at the top of the page. To edit existing account information, click Detail. The EAC - External accounts window opens.
3. Enter account information. To edit existing information, click Edit at the bottom of the window.
   • Type - automatically filled by the system
   • Institution - automatically filled by the system
   • Export files - select Yes to allow the export of files to INN-Reach
   • Export OPAC titles only - select Yes to export only titles that display in the OPAC. Selecting No will export all titles.
   • Export .csv file format - If No is selected then exports will be in .mrc format. Select Yes to export in .csv format.
   • Use original 949 mapping - select Yes or No.
4. Click OK to save.

External search 

 Note: The system option EXTSRC must be active for this option to appear. Contact OCLC Support for assistance. 

If your library offers the ability to search external databases, such as a consortia collection, via the Wise OPAC, use the External search table to add and configure those databases. When configured, when a customer performs a search of the Wise catalog and no search results are returned, a link to search the external database appears below the search box and the search can be re-run in that database.

To add or edit your External search information and connect it with your Wise system:

1. In the Wise configuration manager, go to Management organizations > External systems > External search.
2. If you have not added your external search account, click New at the top of the page. To edit existing account information, click Detail. The EAC - External accounts window opens.
3. Enter account information. To edit existing information, click Edit at the bottom of the window.
   • Type - automatically filled by the system
   • Institution - select your institution from the drop-down list
   • Search URL - enter the search URL for the database to be searched.

      Note: To send a search from the Wise catalog to the external database, add {search_term} to the end of the search URL (e.g., https://encore.coalliance.org/iii/en...ch/C__S{search term}).

   • Connect text - enter the text that will display to the customer in the OPAC (Example: Can't find what you're looking for? Repeat search in_)
   • Link name - enter text that will display as a hyperlink to the customer in the OPAC (Example: Prospector)
4. Click OK to save.

Communico

Libraries that use Communico room reservation service can integrate customer room reservations with Wise. By enabling an API, Wise can display Communico room reservations to customers in My Account. In order to show customers their reservations, a sync job must be enabled to connect to and synch Communico data with Wise, and to display the information in My Account. 

Bibliotheca cloudLibrary

Libraries with a Bibliotheca cloudLibrary eContent subscription can integrate cloudLibrary into their OPAC.

This integration will include the following changes:

• Manager: Creating a new system option for adding account information and enabling the integration
• Indexing: Including cloudLibrary titles and cover art in Wise search results, availability information, the operation of Facets, and the "Sort on" filter.
• Facet terms: Providing the supplied terms for facet-related metadata (e.g. Language, Material type) in such a way that they can be included in the internal "crosswalk" reference table to combine facet values with values from other third-party providers and the library's own nomenclature
• Full Title View: Displaying cloudLibrary titles in a Full Title View page with all relevant operations (e.g. Checkout, Hold) and data (e.g. metadata, availability, NoveList recommendations)
• Access operations: Providing customers with the appropriate methods to consume the materials by linking directly to cloudLibrary, downloading to the customer's device, etc.
• My Account:  Including cloudLibrary title information in My Checkouts > Digital Content and My Holds > Digital Content displays