Membership Process
Membership proccesses are located in Wise configuration under Products and services > Membership > Membership process and are used to define how memberships are managed.
Membership process settings are defined in the Wise configuration manager at OCLC Wise > Products and services > Memberships > Membership process.
- Fee configuration
- How and when membership fees are paid and when they expire is defined in Fee configuration within the Wise configuration manager.
- My Menu configuration
- The options that are offered to customers within the My account portal are defined within My Menu configuration.
- Collections agent process
- Learn how to define settings related to the collections agent process in the Wise configuration manager.
- Replacement cost billing process
- The replacement cost billing process can be defined per organization within the Wise configuration manager at Replacement cost billing.
- Overdue materials billing process
- Find information about defining policies related to overdue materials billing within the Wise configuration manager.
- Billing processes per branch/organization
- Billing processes for memberships can be defined in Billing processes per branch/organization in the Wise configuration manager.
- Message preference configuration
- Learn how to configure message preference configurations for customer memberships in Wise.
- Membership groups
- Learn how to define text groups per membership type in the Wise configuration manager.
- Online membership process
- Learn how to define customer registration options for the web catalog in Wise.
- Product ordering process
- Not for use in US libraries.
- Claim returned process
- Learn how to configure the rules for customers claiming returned items.