Profiles

Wise client profiles

The behavior of each individual Wise client is defined in Wise client profiles. This includes receipt settings and payment settings. Profile settings are linked to individual Ports. 

 Note: A profile can only be deleted if it is not in use. 

Settings for each of the following functions are defined: 

• Test 0 (Not completed)
• Test 1 (Check in)
• Test 2 (Check out)
• Test 3 (Customers)
• Test 4 (Catalog)
• Test 5 (Self service)
• Test 6 (Depot module)
• Test 7 (Scout)

Click detail to define settings for any of these functions.

Self Service System (SSS) profiles

SIP2 machines and self-service are controlled by the SSS profile.  These profiles can be created for vending machines and other branches.

To create an SSS profile:

1. In the Wise configuration manager, go to OCLC Wise > Port and profile management > Profiles > Self Service System (SSS) profiles.
2. Configure the profile to establish the check in and check out capabilities of the workstation:

   Field	Description
   SSS profile	Name for the profile. Limit 40 characters.
   Terminal can block customers	Select Yes to allow the terminal to respect blocks that have been placed on a customer's account. For example, if a customer has lost their card and staff have applied a temporary block to prevent the card from being used, the terminal will not allow that card to be used for checkout.  Note: Selecting Yes does not allow the terminal to add or apply a block to the card itself.
   Does the customer's attention field need to be sent as well?	Use only for SIP2 machines. Select Yes to allow display of customer notifications on the machine from the Notifications tab in Customer administration.
   Notification texts per customer	Use only for SIP2 machines. Select Yes to display message texts to the customer.
   Notification texts per group/everyone	Use only for SIP2 machines. Select Yes to allow message texts based on group/everyone.
   Validity 2-Factor token (days)	Not for use in US libraries.
   Fixed IP address for 2-F authentication	Not for use in US libraries.
   Expanded financial data	Check the box to allow terminals using this profile to receive additional financial details in the 64 response.
   Showing borrowed copies	Choose which borrowed copies should be shown in the 63/64 SIP dialog. This can be set to three levels: Show all borrowed copies. Show only the borrowed copies for the branch office. Show only the borrowed copies for the branch + cooperating branches.
   Include actor ID for logging	Check this box to enable the use the actor ID for logging into an application instead of the library card number.
   Check in
   Terminal can check items in	Check this box to allow items to be returned at this workstation. When enabled, the fields below become active.
   Block against checking items with status R	Check this box to block customers from returning items with status R (on hold for another customer). This prevents customers from removing items from the hold shelf that are intended for other customers, returning and then checking them out for themselves.
   Refuse to check in transport items	Check this box so that items that are meant for transport cannot be turned in at the workstation. By default, self-service stations do not allow the return of transport items.
   Refuse to check in invoiced items	Check this box so that items that have been invoiced cannot be turned in at the workstation.
   Refuse to check in items not checked out	Check this box so that items that are not already checked out cannot be returned at the workstation. A message will notify the customer that the item was not checked out.
   Log Status D	Check this box to enable items with the log status D (at automation) to require further processing. A specific return location in the library is displayed to the customer.
   Acquisitions sorted	Check this box so that new items will be sorted into a specified bin.
   Bin for sorted acquisitions	If the Acquisitions sorted box is checked, enter the name of the bin for new items.
   Number of days for new materials	If the Acquisitions sorted box is checked, enter the number of days an item is considered new. If no value is entered here, <180 days will be used.
   Bin item with supplemental materials	If the Acquisitions sorted box is checked, enter the name of the bin for items with supplemental materials.
   Transmit customer number when an item is returned	Enabled by default, uncheck this box so that a customer number is not conveyed when an item is returned. This means that the workstation will not include the customer name on a printed receipt. Recommended for 3M return terminals.
   Item with supplemental materials can be checked in/processed	Select the setting for the return of items with supplemental materials: N - Not - items with supplemental materials cannot be returned at this workstation. T - Table - The system will look at table (TABBIJ) Attachment notifications to determine whether or not the item can be returned at the workstation. A - Always - items with supplemental materials can be returned at this workstation.
   Alternative bin 01 Alternative bin 02 Alternative bin 03 Alternative bin 04	Alternative return bins are available for use in self-service. This functionality is used with a sorting license, which is not yet available in the US market.
   Block check-in of material type(s)	If certain material types cannot be returned via a self-service workstation, enter the type code(s) here.
   Refuse check in held/requested items	Check this box to refuse the return of hold request items at the workstation.
   Refuse to check in blocked items	Check this box to refuse the return of blocked items at the workstation.
   Refuse to check in external item(s)	Check this box to refuse the return of external items at the workstation.
   Block against checking in withdrawn materials	Check this box to refuse the return of items that have been withdrawn at the workstation.
   Number of days for new materials	Period in days for separate sorting of new items. The default period is 180 days.
   Bin item with supplemental materials	Define the bin that should be used for default sorting when supplemental materials are checked in.
   Can copy form storage be checked in	Check this box to allow items from the storage collection to be returned at the workstation.
   Assign hold immediately (skip status D)	Item will be sorted into the holds bin with item status R (reserved), instead of the exception bin with status D (at automation).
   Waiting time (in minutes) for sending hold email when booking is processed by the SIP2 machine.	Enter a waiting time (in minutes) to delay sending a hold email to the customer.  To prevent a message from being sent to the customer, enter -1 in this field.  Leaving this field blank or entering 0 means the message is ready to be sent immediately.
   Check out
   Terminal can check items out	Check this box if items can be checked out from this workstation. When enabled, the fields below become active.
   Overrule material availability via self-service system (SSS)	Some RMT (material policies) may block lending for self-service. Check this box to overrule material policies at this workstation.
   Loan out punch card punches without confirmation	Check this box to allow customers to borrow items using punch card punches without a system confirmation.
   Item with supplemental materials can be checked out/process	Check this box to allow items with supplemental materials to be checked out at this workstation.
   Block check-out of material type(s)	If certain material types cannot be checked out via a self-service workstation, enter the type code(s) here.
   Ask terminal via FV confirmation	Only for SIP2 workstations. Check this box to allow the workstation to query the system (for damage, previously borrowed, sale, etc. information).
   Client workstation type	Select the workstation type from the drop-down list.
   Transport for hold in hold request bin	Check this box to indicate that returned items are placed in another bin.
   Check-out changed to renewal (after check-in)	Check this box if a returned item is checked back out to the same customer on the same day, it is considered a renewal instead of a new loan.
   Report status 3 at check-out	For SIP2 machines only. Check this box to enable the workstation to display a message to the customer that they have fines and fees to pay.
   Can copy from storage be checked out	Check this box to enable customers to check out items from storage at this workstation.

3. Click OK to save.

Copies with supplemental items 

The SSS profile regulates whether items with attachments can be borrowed or returned. If allowed, select A - Always for Item with supplemental materials can be checked in/processed for both Check in and Check out. This only applies to items with supplemental items that do not have their own RFID or barcode label.

(RMTSRT) RMT sorting profile

Sorting profiles allow you to control how materials are sorted per location, based on the material type. The profiles create the rules for where customers place returned items.

Items that receive status D (at automation) upon receipt must be taken by staff to their location.

To configure sorting profiles:

1. In the Wise configuration manager, go to Ports and profile management > Profiles > (RMTSRT) RMT sorting profile.
2. Click Open next to your institution.
3. Click Open next to the branch for which you want to create a sorting profile.
4. Click New. The Settings per branch window opens.
5. Enter profile details:

   Field	Description
   Type	The table type is automatically generated and cannot be changed
   Branch	The branch field is automatically generated and cannot be changed
   Policy material (PMT)	Select a material type from the drop-down list or click the filter button next to the field to search for a material type
   Screen text at check-in	Enter a message to display at the check-in screen (limit 80 characters)
   Sorting bin	Select Yes if a sorting bin is used, this will give a returned item status D (at automation).

6. Click OK to save.