Library organizations configuration

Every library organization is assigned a unique number.
This code is formatted as the letter I and three digits, I000 through I999.

Short description of the library organization. 

Select the type of institution of the library organization:

• BIEB - Library
• EDUV - School
• THEA - Theater

 Note: BIEB is currently the only sector used in US libraries. If left blank, the default value of this field is BIEB - Library.

If you selected EDUV for Type of institution, select the institution to which the school library belongs, for all other types, leave this field blank.

This is a required field. Select the structure for organizing the budgets in order to monitor the media budgets in the budget process. To define your budget process, see Budget process.

If your library allows for online payments, define which bank transfer process must be applied.

These settings can be used to configure how overflow amounts are calculated for open orders with the transition to a new year.

• If J - With carryover is selected, the total amount of outstanding orders is calculated and set as a separate budget amount for the next year.
• If N - Without carryover is selected, the outstanding orders are included in the total budget.

 Note: Budget Carry over only refers to the remaining balance. Encumbrances will always be reflected in future budget reports until they are paid/closed.

Select the financial organization for fines and fees of customers for this library organization.

Once your library has fully implemented the Wise system, it is no longer possible to change the setting of the financial organization per library organization.

Check this box to create a single customer billing message (Message type NRF) for their fines within the library organization. If the box is checked, the financial transactions a customer generates at each branch of the institution are collected on one bill.

If the box is unchecked, billing messages will be created per branch. Customers will receive a bill from each branch that they have registered fines.

The default text group used to send messages if different text groups are used in other library organizations.

Select a branch from the table.

When a customer registers online for a library card, the customer will be asked to select the branch they would like to register as their home branch. If the customer does not make a choice, the branch that is entered here will be the default registration branch.

Term in days (0-365) in which a customer membership can be renewed without renewing the start date of the membership.

If the value is 0, the start date is not refreshed and the original start date is maintained. 

Not for use in US libraries.

Not for use in US libraries.

A bill will not be sent to the customer if the fine amount is less than the Amount to be ignored.

The waived credit is booked on the code entered here. The code must be created in the 4xxx series.

The number of months after which a credit of the customer, after cancelation of a library card, is waived. The customer will no longer be entitled to a return of the funds. The open credit is set at 0 (the credit goes to the library organization).

Amounts are waived during the opening of the invoice month. The waived credits are booked on the code entered in the filed 'booking code credit'. If this field is empty, the waived credit will be booked automatically on code 4990 (code cash difference).

In combination with the previous field. The maximum amount to be eligible to be waived for a customer with status 9.

Port ID for this library organization for use from the Wise-portal.  A choice will must be made from the defined I and P ports. The language, catalog definition, and branch are set in the port.

If those fields are completed, this setting will not only be followed from the web catalog but also for the acquisition alerts. The link in acquisitions is created from the above settings. Correct branch settings prevent that the customer will end up with all branches via the link in the acquisition email.

Branch that handles online orders of changing collections. For more information, see Changing collections.

If there are fees related to an invoice, it is necessary to determine the customer's main branch to determine the administrative branch. In the current setting, the main branch is copied from the role membership. This will not work if the customer belongs to another institution.

If the customer is from another institution, it must be reviewed with the institution from which the invoice is created what the value is of the Main branch for administrative purposes. If this value has been entered, it will be copied to the administrative branch. If the field is empty, the first branch of this institution will be reviewed and will then be included in the administrative branch. 

This field must be configured in order to send reminder letters for periodicals. 

The field for the header/ footer solution in the Web catalog. 

Count materials per:

• S - System level
• I - Branch level

Count holds per:

• S - System level
• I - Branch level
• G - Cooperation group (Not currently in use in US libraries.) 

Allow customers to place holds on multiple items at once using their Wish list in My account. 

When enabled, customers can add items to their Wish list and then select all or multiple titles from the list to place a hold. 

Select the RFID model that is supported in the Wise staff client. The following options are available: 

• Dutch RFID data model for public libraries
• ISO 28560 (Danish data model)
• Dutch RFID data model for public libraries, ISO 28560 (Danish data model)
• ISO 28560 (Danish data model), Dutch RFID data model for public libraries

Check the box to use AFI for security. This option is used with the Danish data model.

 Note: When Use AFI for security is checked, the system option SET-AFI must be disabled.