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OCLC Wise Support EN

Wise role functions

System roles and functions 

System roles provide a base selection of functions for new user roles. When a user role is created, a System role must be selected on the System tab. Additional functions beyond the system role can be added to the user role by using the Add function on the System tab, or by editing the role on the Roles tab.

Account manager system roles 

Role function Function code System Description Abilities
Order requests for order BESTEL_AANBOD Order

In the staff client:

Allowed to perform order management BESTEL_BEHEER Order

In the staff client:

  • Titles > Order requests > Management >
    • New file on order
    • Edit file on order
    • Remove
    • Import standard orders
    • Import MARC data
    • Import enriched title data
    • Send order via EDI
    • Export MedioEurope order file
Order requests for catalog BESTEL_CATALOGUS Order

In the staff client:

Allowed to create budget entries BUDGET_BEDRAGEN Order No abilities included with this function alone.
Allowed to perform budget management BUDGET_BEHEER Order

In the staff client: 

Can waive budget amounts BUDGET_BOEKING Order

In the staff client:

Orders and acquisitions ORDER_BEHEER Order

In the staff client: 

  • Titles > Order administration > Options
    • Select invoice
    • Select invoice by the date
    • Search by PO number
    • Generate Purchase Order document
    • New invoice
    • Generate labels
    • Link overview
    • Delivery overview
    • Order overview
    • Payment overview
    • Journal overview

Service desk - Branch management system roles 

Role function Function code System Description Abilities
Allowed to process requests AANVRAGEN Service desk - Branch management

 In the staff client:

  • Items > Request items >
    • New request
    • Conditional request
    • Edit closed request information
Allowed to perform requests management AANVRAGEN_BEHEER Service desk - Branch management

In the staff client:

Allowed to change subscriptions ABONNEMENTEN Service desk - Branch management

In the staff client:

Allowed to change customers ACTOREN Service desk - Branch management In the staff client:
  • Customers >
    • Customer administration
    • Search customer
    • Import data
    • Overviews

 Note: Users with this role can only search for customers from their own branch. 

Central customer administration ACTOREN_BEHEER Service desk - Branch management In the staff client:
Allowed to change customers' fee lines ACTOREN_CONTRIBUTIE Service desk - Branch management In the staff client:
Manage customer image ACTOREN_PHOTO Service desk - Branch management In the staff client:
Download customer image ACTOREN_PHOTO_DOWNLOAD Service desk - Branch management In the staff client:
Manage order number generation ACTOREN_PO_NUMBER_GENERATION Service desk - Branch management In the staff client:
Can perform service desk activities BALIE Service desk - Branch management In the staff client:
Can perform daily processing tasks DAGVERWERKING Service desk - Branch management In the staff client:
Can perform external functions EXTERNE_FUNCTIES Service desk - Branch management No abilities included with this function alone.
Can perform cash drawer activities KASADMINISTRATIE Service desk - Branch management In the staff client:
  • Financial >
    • Point-of-sale >
      • Enter store sales
      • Enter other revenue
      • Enter service desk expenditures
      • Cash handling >
        • Cash count
        • Cash count (other cash drawers)
        • Cash drop
        • Cash drop (other cash drawers)
    • Batch revenue
    • Management >
    • Overviews >
      • Daily overview per cash drawer group
      • Detailed overview per cash group/journal
      • Cash drawer details
      • Financial overview
      • Financial details
      • Journal (tools)
      • Withdrawn items
      • Unpaid fees
      • Unpaid fees per customer
      • Outstanding fines, fees, and credit balances
      • Punches on the punch card
      • Journal (summary)
      • Funds
      • Fee revenue overview per state
      • Payout funds/subscription fees
      • Fee grouped by year
      • Booking codes
      • Journals
Allowed to run email MAIL Service desk - Branch management No abilities included with this function alone.
Allowed to print messages PRINTEN_BERICHTEN Service desk - Branch management In the staff client:
  • Notifications >
    • Bills >
      • Overdue/replacement cost bills
      • Notification overdue/replacement cost bills (notice of default)
      • Collection agency bills
      • Process collection agency bills
      • Billing
      • Notification of subscription bill
      • Subscription bills (notice of default)
      • Collection agency fees
Allowed to process holds RESERVEREN Service desk - Branch management In the staff client:
  • Holds >
    • Show hold requests
    • Overviews >
      • Overview of hold requests
      • Shelf list
      • Hold shelf
      • Hold shelf (by the delivery process)
      • Alert list (titles)
      • Alert list (customers)
      • Delivered objects
      • Processed hold requests
      • Canceled shelf holds
    • Cancel hold requests SchoolWise
Allowed to sell tickets for events TW_EVENEMENT_VERKOOP Service desk - Branch management In the staff client:
Allowed to perform file exchange UITWISSELING Service desk - Branch management No abilities included with this function alone.
Allowed to create branch reports VESTIGING_RAPPORTAGES Service desk - Branch management In the staff client:
Allowed to work on item requests from customers ITEM_REQUEST_MANAGER Service desk - Branch management Item request manager application
Management of item request statuses ITEM_REQUEST_MANAGER_CONFIG  Service desk - Branch management Item request manager configuration
Can work on item requests for customers in the customer module CUSTOMER_ITEM_REQUEST Service desk - Branch management Manage item requests within the customer record

File management system roles 

Role function Function code System Description Abilities
Management of messages BESTANDSBEHEER_BERICHTEN File management

In the staff client:

Management of order files BESTANDSBEHEER_BESTEL File management

In the staff client: 

Management of payment files BESTANDSBEHEER_BETAAL File management

In the staff client: 

Management of CAMT files BESTANDSBEHEER_CAMT_BESTAND File management

In the staff client: 

Management of CollectionHQ files BESTANDSBEHEER_COLLECTIONHQ File management

In the staff client: 

Management of custom files BESTANDSBEHEER_CUSTOM File management

In the staff client: 

Delete local message files BESTANDSBEHEER_DELETE File management

In the staff client:

Management of files with deleted IDs BESTANDSBEHEER_DELETE_TITLES File management

In the staff client: 

Management of divexport (selection) files BESTANDSBEHEER_DIVEXPORT File management

In the staff client: 

Management of invoice files BESTANDSBEHEER_FACTUUR File management

In the staff client: 

Management of GGC files BESTANDSBEHEER_GGC File management

In the staff client: 

Management of separately saved financial collection files BESTANDSBEHEER_INCASSO File management

In the staff client: 

  • Branch management > File management > Separately saved financial collection files

Management of InnReach files

BESTANDSBEHEER_INNREACH

File management

In the staff client:

Management of import files BESTANDSBEHEER_INVOER File management

In the staff client: 

Management of i-tiva files BESTANDSBEHEER_ITIVA File management

In the staff client: 

Student file management

BESTANDSBEHEER_LEERLINGBESTANDEN

File management

In the staff client: 

Management of Magda files BESTANDSBEHEER_MAGDA_BESTAND File management

In the staff client:

Management of MARC21 import files

BESTANDSBEHEER_MARC21

File management

In the staff client: 

Management of NBD files

BESTANDSBEHEER_NBD

File management

In the staff client:

  • Branch management > File management > NBD files

Management of NBD returned files

BESTANDSBEHEER_NBDTERUGMELD

File management

In the staff client: 

Management of maintenance files BESTANDSBEHEER_ONDERHOUD File management

In the staff client: 

Management of packing list files BESTANDSBEHEER_PAKBON File management

In the staff client: 

Management of PICA files BESTANDSBEHEER_PICA File management

In the staff client: 

Management of report files BESTANDSBEHEER_RAPPORTEN File management

In the staff client: 

Management of resource (client style sheets, etc.) files BESTANDSBEHEER_RESOURCES File management

In the staff client: 

Management of temporary files BESTANDSBEHEER_TEMP File management

In the staff client: 

Management of NBD topic files BESTANDSBEHEER_THEMA File management

In the staff client: 

Management of trash can BESTANDSBEHEER_TRASH File management

In the staff client: 

Management of export files BESTANDSBEHEER_UITVOER File management

In the staff client: 

Management of unique files BESTANDSBEHEER_UNIQUE File management

In the staff client: 

Management of processed export files (Bank) BESTANDSBEHEER_VERWERK_ONTVANGSTEN File management

In the staff client: 

Management of Wise exchange files BESTANDSBEHEER_WISE_EXCHANGE File management

In the staff client: 

Item management system roles 

Role function Function code System Description Abilities
Discard items AFSCHRIJVEN Item management

In the staff client:

  • Items > Item details screen > Status > Discard
BCB functions BCBFUNCTIES Item management

In the staff client: 

  • Items > BCB/RCB reports
    • BCB Shelf progress report
    • BCB Suggested titles to acquire
    • BCB Golden Oldies
Collection management COLLECTIEBEHEER Item management

In the staff client:

Items action list EXEMACTIELIJST Item management

In the staff client:

Items management EXEMPLAARONDERHOUD Item management

In the staff client: 

  • Items >
    • Temporary items >
      • Process ILL request
      • ILL item
    • Search
    • Create an item list
    • Relocate
    • Labels >
      • Generate location, label per item
      • Generate item or customer labels
      • Print item or customer labels
    • RFID maintenance
    • Batch changes
    • Overviews >
      • Discard overview
      • Items to be sanitized
      • Missing items
      • Route items
      • Transportation overview
      • Label worklist
      • Relocation count
      • Sorted items
      • Changing locations
      • Relocated collection items
Item overviews EXEMPLAAROVERZICHT Item management

In the staff client:

  • Items > Overviews

This will enable staff to view item overviews without the ability to edit item records.

Item statistics EXEMSTATISTIEK Item management

In the staff client: 

  • Items > Statistics
    • Discard statistics
    • Lending statistics
    • Loan statistics
    • Holding statistics
    • Interlending
Shelf management KASTENBEHEER Item management

In the staff client:

Allowed to link items KOPPELEN Item management

In the staff client: 

Managment of RCB functions RCBFUNCTIES Item management

In the staff client: 

Periodicals management TIJDSCHRIFTEN Item management

In the staff client: 

  • Titles > Subscription management >

 Marketing module system roles 

Role function Function code System Description Abilities
Management of marketing actions and campaigns MANAGER_BEHEER_ACTIES_CAMPAGNES Marketing module

In the Marketing workbench:

 Note: This function must be turned on in order to log into the Marketing workbench.

Management of marketing addressing MANAGER_BEHEER_ADRESSERING Marketing module

Only works in combination with the Management of marketing actions and campaigns. 

Management of marketing target groups MANAGER_BEHEER_DOELGROEPEN Marketing module

Only works in combination with the Management of marketing actions and campaigns. 

Management of customer labels MANAGER_BEHEER_KLANTLABELS Marketing module Only works in combination with the Management of marketing actions and campaigns. 
Marketing management MANAGER_BEHEER_MARKETING Marketing module

In the Wise configuration manager:

  • systemWise > Marketing
    • Newsletter >
      • (TABMAC) Newsletter marketing cluster
      • Newsletter definition
      • Newsletter per organization
      • Newsletter link formats
      • Newsletter types
      • Newsletter sender addresses
      • Newsletter item layout
    • Customer labels >
      • Customer labels
      • System tables >
        • (TABTAG) Event genres for customer labels
        • (TABTAS) Event types for customer labels
    • Target groups >
      • (TABDLG) Target groups
      • (TABSDG) Target subgroups
      • (TABINS) Organization types
      • Target group conversion
      • Population per target group
    • Triggers >
      • (TABMTR) Marketing triggers
      • Marketing Subscription triggers
    • Actions and Campaigns >
      • Notification settings
      • Marketing category
      • Discount campaigns
      • Email format
    • Salutation and address >
      • (TABMAD) Salutation and addressing, main configurations
      • Structure salutation and addressing configurations
      • Salutation and address lines
      • Test AA configurations
Management of marketing triggers MANAGER_BEHEER_MARKETINGTRIGGERS Marketing module Only works in combination with the Management of marketing actions and campaigns. 
Management of newsletters MANAGER_BEHEER_NIEUWSBRIEF Marketing module

In the Wise configuration manager:

  • systemWise > Marketing >
    • Newsletter >
      • (TABMAC) Newsletter marketing cluster
      • Newsletter definition
      • Newsletter per organization
      • Newsletter link formats
      • Newsletter types
      • Newsletter sender addresses
      • Newsletter item layout
Newsletter management of Wise Client computer MARKETING_BERICHTEN Marketing module

In the staff client: 

  • Branch management >
    • Newsletter >
      • Newsletter texts
      • Newsletters
      • Marketing statistics

Reports system roles 

Role function Function code System Description Abilities
Management of statistics and selections MENU_STAT_EN_SELECT Reports

In the staff client: 

  • Statistics and selections >
    • Statistical data >
      • Analyses >
        • Usage per area
        • Usage per branch/location
        • Usage per period
        • Usage per branch/customer category
        • Customers per period
      • Ratio >
        • Circulation
        • Financial transactions
        • Hold requests (by location)
    • Selections
    • SchoolWise >
      • Student numbers
      • Checkout statistics per student
      • Checkout statistics per class
      • Checkout statistics (historical data)
    • Import (test)

Title management system roles 

Role function Function code System Description Abilities
Enter new titles NIEUWETITEL Title management

In the staff client: 

Thesaurus management THESAURUS Title management

In the staff client: 

  • Titles > Edit thesaurus > Choose thesaurus >
    • ANSCR
    • Author etc.
    • Award
    • Dewey
    • Genre/form
    • Platform (games)
    • Publisher
    • Series
    • Subject corp.
    • Subject etc.
    • Subject pers.
    • Target audience
    • Title(s) etc.
Allowed to perform title maintenance TITELONDERHOUD Title management

In the staff client: 

Allowed to enter locked titles VERGRENDELDETITEL Title management  
Allowed to enter complete titles VOLLEDIGETITEL Title management  
Allowed to enter conditional titles VOORLOPIGETITEL Title management

In the staff client: 

theaterWise Management system roles 

Role function Function code System Description Abilities
Management of events (activities and performances) TW_EVENEMENT_BEHEER theaterWise management

In the staff client: 

Management of venues, etc. TW_ZAAL_BEHEER theaterWise management No abilities included with this function alone.

Workplace management system roles 

Role function Function code System Description Abilities
Configuration CONFIGURATIE Workplace management

In the staff client:

Profile management PROFIELBEHEER Workplace management

No abilities included with this function alone.

Full access only administration roles

 Caution: The role functions listed below be configured with no access or full access only. By granting level 1 (read only) or above for any of those role functions, the user is given full access to the functionality.

Role function Function code System Description Abilities
Messages MANAGER_BEHEER_BERICHTEN System Management

Granting any level of access allows the user full access to that function.

Dashboard MANAGER_BEHEER_DASHBOARD System Management Granting any level of access allows the user full access to that function.
Invoice and clearing MANAGER_BEHEER_FINANCIEN System Management Granting any level of access allows the user full access to that function.
Reports MANAGER_BEHEER_RAPPORTEN System Management Granting any level of access allows the user full access to that function.
schoolWise MANAGER_BEHEER_SCHOOLWISE System Management Granting any level of access allows the user full access to that function.
Access codes and authorizations MANAGER_BEHEER_TOEGANGSCODES_BEVOEGDHEDEN System Management Granting any level of access allows the user full access to that function.

Wise application administrator system roles 

Role function Function code System Description Abilities
Management of service desk configuration MANAGER_BEHEER_BALIE WISE Application Administration

In the Wise configuration manager:

  • OCLC Wise > Desk management >
    • Desk pattern
    • Desk texts
    • Staff desk >
      • Default configuration settings
      • Default sound settings
    • Public desk >
      • Self-service >
        • Customer terminal texts
        • Screen text language
        • (WSM) System notifications
        • (WSU) Screen texts school
        • (WSS) Screen texts library
      • Argos workspace management >
        • Argos printer
        • Argos charges
        • (ACU) Argos screen text
        • (G_IWC) Argos clusters
Management of messages MANAGER_BEHEER_BERICHTEN WISE Application Administration

In the staff client: 

Management of orders and links MANAGER_BEHEER_BESTELLEN_KOPPELEN WISE Application Administration

In the Wise configuration manager:

  • OCLC Wise > Order and link >
    • Budgets >
    • Budget entries
    • Budget structure >
      • (TABBDC) Budget processes
      • (TABBDO) Allocation of funds
      • Budget conversion
    • System tables >
      • (TABBCL) Special collections
      • (TABGBP) Average fees
    • Order >
      • Delete old orders
      • (TABBWZ) Binding method
      • (NBD) NBD order codes per branch
      • (BSTMTH) Ordering templates
      • (TABBAB) Order subscriptions
      • (BSTBAV) Order subscription (per branch)
      • (TABNBR) Ordering series
      • (TABNBS) Ordering supply types
Bookmobile management MANAGER_BEHEER_BIBLIOBUSSEN WISE Application Administration

In the Wise configuration manager:

  • OCLC Wise > Book mobiles
    • System tables >
      • (TABBSP) Bus schedule
      • (TABBST) Stops / stop branches
Catalog management MANAGER_BEHEER_CATALOGUS WISE Application Administration

In the Wise configuration manager:

  • OCLC Wise > Catalog >
    • Catalog definitions >
      • Subcatalogs
      • Item lines
    • Searchlight settings >
      • (TABMGC) Media group searchlight
      • (TABTCG) Language group searchlight
      • (TABVCG) Branch group searchlight
    • Products >
      • Profiles
        • Library-at-home - profiles
        • Top list - profiles
        • CPV Collection profiles
        • (G_CAPS) New arrivals - main menu
        • Acquisition profiles
      • Recommendations >
        • (TABRCM) Recommendation media types
        • (RCO) Settings for Recommendations
    • System tables >
      • (TABBXT) Wise languages
      • (CG5) Do not show copy status values
Management of collections MANAGER_BEHEER_COLLECTIES WISE Application Administration

In the Wise configuration manager:

  • OCLC Wise >
    • Collections >
      • Collection management RCB
        • Rational Collection Management Analysis
        • RCB profiles
      • Collection management BCB
        • Acquisition
          • BCB acquisition profiles
          • (CBCVKL) Branch classes
        • Rotation
          • BCB shelf profiles
          • (BCBBEW) Rotation process
        • Clear
          • (BCBPRS) Pricing process (per organization)
          • (BCBSCI) Remediation process
        • Monitor
          • BCB Dashboard
        • System tables
          • (BCBGRP) BCB groups
      • System tables (RCB | BCB)
        • (G_SCI) Collection clusters
        • (G_VSI) Branch clusters
        • (TABBAN) Advice - Difficulty level
        • (TABBAP) B.A. popularity
        • (TABBAO) B.A. quality rating
        • (TABBAS) B.A. NBD scale
        • (TABBAC) B.A. cultural value
      • Floating collections
        • (TABFLC) Floating collections
      • Rotating/changing collections
        • (TABWON) Collection subjects
        • (TABWOS) Collection types
        • (WOSLOC) Collection WOS locations
Management of collections - BCB MANAGER_BEHEER_COLLECTIES_BCB WISE Application Administration

In the Wise configuration manager:

  • OCLC Wise > Collections >
    • Collection management BCB >
      • Acquisition
        • BCB acquisition profiles
        • (CBCVKL) Branch classes
      • Rotation
        • BCB shelf profiles
        • (BCBBEW) Rotation process
      • Clear
        • (BCBPRS) Pricing process (per organization)
        • (BCBSCI) Remediation process
      • Monitor
        • BCB Dashboard
      • System tables
        • (BCBGRP) BCB groups
    • System tables (RCB | BCB) >
      • (G_SCI) Collection clusters
      • (G_VSI) Branch clusters
      • (TABBAN) Advice - Difficulty level
      • (TABBAP) B.A. popularity
      • (TABBAO) B.A. quality rating
      • (TABBAS) B.A. NBD scale
      • (TABBAC) B.A. cultural value
Management of collections - BCB acquisitions profiles MANAGER_BEHEER_COLLECTIES_BCB_AANSCHAF_PROFIELEN WISE Application Administration

In the Wise configuration manager:

Management of collections - BCB shelf profiles MANAGER_BEHEER_COLLECTIES_BCB_KAST_PROFIELEN WISE Application Administration

In the Wise configuration manager:

 Note: User must also have the function Management of collections - BCB acquisitions profiles enabled to use this function.

Management of collections - Floating MANAGER_BEHEER_COLLECTIES_FLOATING WISE Application Administration

In the Wise configuration manager:

Management of collections - RCB MANAGER_BEHEER_COLLECTIES_RCB WISE Application Administration

In the Wise configuration manager:

  • OCLC Wise > Collections >
    • Collection management RCB
      • Rational Collection Management Analysis
      • RCB profiles
    • System tables (RCB | BCB)
      • (G_SCI) Collection clusters
      • (G_VSI) Branch clusters
      • (TABBAN) Advice - Difficulty level
      • (TABBAP) B.A. popularity
      • (TABBAO) B.A. quality rating
      • (TABBAS) B.A. NBD scale
      • (TABBAC) B.A. cultural value
Management of collections - RCB analysis MANAGER_BEHEER_COLLECTIES_RCB_ANALYSE WISE Application Administration

In the Wise configuration manager:

Management of collections - RCB profiles MANAGER_BEHEER_COLLECTIES_RCB_PROFIELEN WISE Application Administration

In the Wise configuration manager:

Management of dashboard MANAGER_BEHEER_DASHBOARD WISE Application Administration

In the Wise configuration manager:

Management of items and location MANAGER_BEHEER_EXEMPLAREN_PLAATSEN WISE Application Administration

In the Wise configuration manager:

  • OCLC Wise > Items and Locations >
    • Items >
      • Item status >
        • (EXSSTA) Item (sub)status (OCLC)
        • (EXSTPL) Public status item
        • (ITSTLB) Client status item
      • System tables >
        • (RMTSYS) RMT table definition
        • (RMTINS) RMC configuration per organization
        • (LBLEXM) Label numbers
        • (TABAFR) Discard reasons
        • (TABBIJ) Attachment notifications
        • (TABBCL) Special collections
        • (TABBLO) Blocking notifications
        • (TABSAN) Reason for change
        • (TABLRM) Checkout privileges material
        • (TABBIS) BIS material groups
        • (TABBNL) BNL material groups
        • (NBCMAT) NBC + materials
    • Local location management >
      • (TABKSC) ShelfCon classification
      • Shelf conversion
      • (PLT) Central shelf table
      • (PLT) Location/shelf
      • System tables >
        • (LOCDEP) Departments
        • (LOCSUB) Subdivision
        • (TABPLD) Placement comments
        • (TABPLE) Label configuration
        • (TABPMT) Placement received items
        • (TABMRW) Marketing worlds
        • (TABMRA) Marketing departments
Management of items MANAGER_BEHEER_EXEMPLAREN_PLAATSEN_EXEMPLAREN WISE Application Administration

In the Wise configuration manager:

No access included with this function

Management of item locations MANAGER_BEHEER_EXEMPLAREN_PLAATSEN_PLAATSEN WISE Application Administration

In the Wise configuration manager:

  • OCLC Wise > Items and Locations >
    • Items >
      • Item status >
        • (EXSSTA) Item (sub)status (OCLC)
        • (EXSTPL) Public status item
        • (ITSTLB) Client status item
      • System tables >
        • (RMTSYS) RMT table definition
        • (RMTINS) RMC configuration per organization
        • (LBLEXM) Label numbers
        • (TABAFR) Discard reasons
        • (TABBIJ) Attachment notifications
        • (TABBCL) Special collections
        • (TABBLO) Blocking notifications
        • (TABSAN) Reason for change
        • (TABLRM) Checkout privileges material
        • (TABBIS) BIS material groups
        • (TABBNL) BNL material groups
    • Local location management >
      • (TABKSC) ShelfCon classification
      • Shelf conversion
      • (PLT) Central shelf table
      • (PLT) Location/shelf
      • System tables >
        • (LOCDEP) Departments
        • (LOCSUB) Subdivision
        • (TABPLD) Placement comments
        • (TABPLE) Label configuration
        • (TABPMT) Placement received items
        • (TABMRW) Marketing worlds
        • (TABMRA) Marketing departments
Management of finance MANAGER_BEHEER_FINANCIEN WISE Application Administration

In the Wise configuration manager:

  • OCLC Wise > Finance >
    • Invoice and Debit
      • Monthly customer account maintenance
    • Booking codes
      • Registration tables
        • Subscription fee
        • Accounting
        • Store sales
        • Other revenue
        • Cash drawer expenses
        • Donors
      • Journals
        • Cash drawers
        • Waived transactions
        • Banks
        • Bank
        • Chip
        • Deposit
        • Offsets
        • Reward points
        • Vouchers
      • Ledger links
        • (GRBINS) Settings per financial organization
        • (GRBKOP) Settings per organization
        • (BUDGRB) Variant budget ledger
      • Debt collection configuration
    • System tables
      • Bank account numbers
      • (DGG) Journal use
      • Online payment process
      • (TABXBB) Posting sources
Management of finance - accounting MANAGER_BEHEER_FINANCIEN_ACCOUNTING WISE Application Administration

In the Wise configuration manager:

  • OCLC Wise > Finance > Booking codes > Registration tables > Accounting
Management of finance - fees MANAGER_BEHEER_FINANCIEN_CONTRIBUTIE WISE Application Administration

In the Wise configuration manager:

Management of finance - donors MANAGER_BEHEER_FINANCIEN_DONATEURS WISE Application Administration

In the Wise configuration manager:

  • OCLC Wise > Finance > Booking codes > Registration tables > Donors
Management of finance - cash drawer revenues MANAGER_BEHEER_FINANCIEN_KASONTVANGSTEN WISE Application Administration

In the Wise configuration manager:

  • OCLC Wise > Finance > Booking codes > Registration tables > Other revenue
Management of finance - cash drawer expenses MANAGER_BEHEER_FINANCIEN_KASUITGAVEN WISE Application Administration

In the Wise configuration manager:

Management of finance - store sales MANAGER_BEHEER_FINANCIEN_WINKELVERKOPEN WISE Application Administration

In the Wise configuration manager:

  • OCLC Wise > Finance > Booking codes > Registration tables > Store sales
Management of calendars MANAGER_BEHEER_KALENDER WISE Application Administration

In the Wise configuration manager:

  • OCLC Wise > Calendar >
    • (Re-)generate Calendar
    • Calendar management
Management of customers MANAGER_BEHEER_KLANTEN WISE Application Administration

In the Wise configuration manager:

  • OCLC Wise > Customers >
    • Portal notifications per subscription
    • Customer type definition
    • Customer status >
      • (ACSTBL) Actor Status STAFF
      • (ACSTPL) Actor Status PUBLIC
    • State classification >
      • (TABPTT) Zip code areas
      • (TABWYK) State codes
      • (TABHWK) State groups
    • Customer import >
      • (LNRIMP) Customer/student import registration process
      • (LNRANI) School numbers
    • Donors >
      • Donor goals
      • (TABRDD) Reasons donors unsubscribe
Management of organizations MANAGER_BEHEER_ORGANISATIES WISE Application Administration

In the Wise configuration manager:

  • OCLC Wise > Management organizations >
    • Financial organizations
    • Library organizations
    • Branches
    • Addresses >
      • (ROLBST) Bus stops/Service points
      • (ROLLEVR) Suppyling systems
      • (ROLEXTR) Supplying branch/library
      • Central vendor table
      • Vendors by institution
    • Networks and branch groups >
      • Networks >
        • (TABNTG) Network types
        • (G_NET) Networks
      • Branch groups >
        • (TABVSG) Branch group types
        • (G_VST) Branch groups per branch
        • (G_VST) Main branch groups (Vxxx)
    • External systems >
      • Overdrive
      • NoveList
      • Hoopla
      • WorldCat
    • System tables >
      • Counties
      • Opening hours
      • (HFD) Follow main branch
      • (TABAKT) Action codes
      • (TABISL) ISIL codes
      • (TABCCS) Cooperative group
Management of ports and profiles MANAGER_BEHEER_POORT_PROFIEL WISE Application Administration

In the Wise configuration manager:

  • OCLC Wise > Port and profile management >
    • Ports >
      • Service desk
      • Internet catalog
      • Pubcat
      • SIP terminals
      • Sip2 Two Factor Authentication
      • Internet workstation (Argos)
    • Profiles >
      • Wise Client profiles
      • Self Service System (SSS) profiles
      • (PMTSRT) PMT sorting profile
Management of products and services MANAGER_BEHEER_PRODUCTEN_DIENSTEN WISE Application Administration

In the Wise configuration manager:

  • OCLC Wise > Products and services >
    • Subscriptions >
      • Subscription settings >
        • Subscription definitions
        • Subscription charges
        • Fixed subscription discount
        • Subscription services
        • Subscription customer fields
      • Card Configuration >
        • Fee configuration
        • My Menu configuration
        • Collections agent process
        • Replacement cost billing process
        • Overdue materials billing process
        • Billing processes per branch/organization
        • Message preference configuration
        • Subscription groups
        • Online registration process
        • Product ordering process
    • Policies >
      • Policy definition
      • Policy configuration >
        • Lending process
        • Fining process
        • Renewal process
        • Hold request process
        • Overdue process
        • Home group total with home group
    • Product group >
      • Punch card groups
      • Punch card sale
      • Definitions reward points
    • System tables >
      • (TABXBG) Text groups
      • (TABSTR) Punch card types
      • (TABPRO) Policy groups
      • (TABREG) Product linking
      • (TABRGL) Policies table
      • (TABKRG) Customer report group
      • (TABCON) Subscription fee table
      • (TABCRE) Subscription fee state
      • (TABKST) Event types
      • (TABKL1) Event branches
      • (TABKL2) In-house location
      • (TABABL) Customer blocks
Management of products and services - Ticket sales MANAGER_BEHEER_PRODUCTEN_DIENSTEN_KAARTVERKOOP WISE Application Administration No abilities included with this function alone.
Management of reports MANAGER_BEHEER_RAPPORTEN WISE Application Administration

In the Wise configuration manager:

  • systemWise > Reports >
    • Report processor
    • Report manager
    • Reports (organized by function)
    • System tables >
      • (TABDGT) Day-to-day counting description
      • (TABSDS) Selection earmarks
Holds and ILL management MANAGER_BEHEER_RESERVEREN_IBL WISE Application Administration

In the Wise configuration manager:

  • OCLC Wise > Holds and ILL >
    • Delivery processes
    • Temporary pick-up branch
    • Policy material (RMT) >
      • (RMT) Hold configuration per RMT
      • (RESIBL) Settings hold administrators
      • (TABIBL) ILL
    • System tables >
      • (XRA) Hold/ILL archive reasons
      • (TABXRR) Hold request type
      • (TABRLM) Hold delivery processes
      • (TABXRB) Source hold requests / ILL
Management of schoolWise MANAGER_BEHEER_SCHOOLWISE WISE Application Administration Not for use in US libraries.
Management of schoolWise collection profiles MANAGER_BEHEER_SCHOOLWISE_COLLECTIEPROFIELEN WISE Application Administration Not for use in US libraries.
Management of systemWise MANAGER_BEHEER_SYSTEEMWISE WISE Application Administration

In the Wise configuration manager:

  • systemWise > 
    • Access codes and authorizations >
      • Access authorizations
      • System tables >
        • (AANMLD) Registration
    • Dashboard > Dashboard
    • Messages > Messages
    • Reports >
      • Report processor
      • Report manager
      • Reports (organized by function)
      • System tables >
        • (TABDGT) Day-to-day counting description
        • (TABSDS) Selection earmarks
    • Marketing >
      • Newsletter >
        • (TABMAC) Newsletter marketing cluster
        • Newsletter definition
        • Newsletter per organization
        • Newsletter link formats
        • Newsletter types
        • Newsletter sender addresses
        • Newsletter item layout
      • Customer labels >
        • Customer labels
        • System tables >
          • (TABTAG) Event genres for customer labels
          • (TABTAS) Event types for customer labels
      • Target groups >
        • (TABDLG) Target groups
        • (TABSDG) Target subgroups
        • (TABINS) Organization types
        • Target group conversion
        • Population per target group
      • Triggers >
        • (TABMTR) Marketing triggers
        • Marketing Subscription triggers
      • Actions and Campaigns >
        • Notification settings
        • Marketing category
        • Discount campaigns
        • Email format
      • Salutation and address >
        • (TABMAD) Salutation and addressing, main configurations
        • Structure salutation and addressing configurations
        • Salutation and address lines
        • Test AA configurations
    • General WDI settings > Set API Keys
    • Wise >
      • Wise system notifications
    • Wise conversion >
      • Wim control final
      • Wim control batch
      • Wim Wise conv
      • Wim control status
    • systemWise >
      • System and terminal licenses
      • System options
      • System settings
      • Copy Table Items
      • Upload files
      • Clean SysCache
      • External systems >
        • Overdrive account
Management of theaterWise MANAGER_BEHEER_THEATERWISE WISE Application Administration Not for use in US libraries.
Management of ticketWise MANAGER_BEHEER_TICKETWISE WISE Application Administration

in the Wise configuration manager:

Management of periodicals MANAGER_BEHEER_TIJDSCHRIFTEN WISE Application Administration

In the Wise configuration manager:

  • OCLC Wise > Periodicals >
    • (TABABS) Subscription types
    • (TABABY) Subscription selection codes
    • (TABABA) Subscription action codes
    • (TABFRE) Frequency - periodicals
Management of titles and SCATs MANAGER_BEHEER_TITELS_SCAT WISE Application Administration

In the Wise configuration manager:

  • OCLC Wise > Titles and SCAT management >
    • Titles >
      • Categories
      • BcPica
      • (NBDMAT) NBD items
      • System tables >
        • (TABLFT) Target audience
        • (TABPCL) PICA age groups
        • (TABAVI) AVI reading level codes
        • (TABPIM) PIM categories
        • (TABNBC) NBD categories
        • (TABL21) Title language (MARC21)
        • (TABTTL) Language for title (Pica3)
        • (TABC21) Country of publication (MARC21)
        • (TABLVU) Country of publication (Pica3)
        • (TABRLS) Relation types
        • (TABRCD) State codes
        • (TABX58) Literary Form
        • (TABPCS) Titlesubs
        • (MDT) Media type
        • (TABSLT) SISO country / language table
        • (TABPRE) Presentation type
        • (TABWDD) Word groups
        • (TLSTLB) Status (free code)
        • (TABNUR) Dutch Classified Uniform Format
        • (TABRDA) Author Function
      • Occupancy >
        • (TABBZO) Orchestra
        • (TABBZM) Level
        • (TABBZG) Instrument Group
        • (TABBZC) Standard combination
        • (TABBZK) Choir
        • (TABBZI) Instrument
        • (TABBZS) Voice
      • MARC21 >
        • MARC tags
        • MARC subs
    • SCAT management >
      • (SCT) Statistical category titles/items
      • (TABMDC) Media type conversion
      • SCAT conversion
      • System tables >
        • (TABOND) subjects
        • (TABONH) Subject headings
        • (TABSER) Series
        • (TABGEN / TABGNI) Genre codes
        • (TABGNJ) Genre indication: -youth statistics numbers
        • (TABGBT) Language + genre
        • (TABSBL) Sheet music SISO
        • (TABSBG) Sheet music SISO + Genre category
        • (TABSBA) Dewey Decimal Class
        • (TABSBH) Sheet music local, Type 2 (TK)
        • (TABSMM) Music classification NBD / Biblion
        • (TABSMR) Music classification CDR
        • (TABSNM) SISO-table
        • (TABSNL) SISO 99* + country
        • (TABSNT) SISO + language title
        • (TABLSN) Lexile measure
        • (CLS92) Easy Search Preschoolers
        • (CLS93) Easy Search Juveniles
        • (CLS94) Easy Search Adults
        • (TABSCM) Search SCAT / MDT
        • (TABSND) Search SCAT / LT-SISO
Management of SCAT codes MANAGER_BEHEER_TITELS_SCAT_SCAT WISE Application Administration

In the Wise configuration manager:

  • OCLC Wise > Titles and SCAT management > SCAT Management
    • (SCT) Statistical category titles/items
    • (TABMDC) Media type conversion
    • SCAT conversion
    • System tables >
      • (TABOND) subjects
      • (TABONH) Subject headings
      • (TABSER) Series
      • (TABGEN / TABGNI) Genre codes
      • (TABGNJ) Genre indication: -youth statistics numbers
      • (TABGBT) Language + genre
      • (TABSBL) Sheet music SISO
      • (TABSBG) Sheet music SISO + Genre category
      • (TABSBA) Dewey Decimal Class
      • (TABSBH) Sheet music local, Type 2 (TK)
      • (TABSMM) Music classification NBD / Biblion
      • (TABSMR) Music classification CDR
      • (TABSNM) SISO-table
      • (TABSNL) SISO 99* + country
      • (TABSNT) SISO + language title
      • (TABLSN) Lexile measure
      • (CLS92) Easy Search Preschoolers
      • (CLS93) Easy Search Juveniles
      • (CLS94) Easy Search Adults
      • (TABSCM) Search SCAT / MDT
      • (TABSND) Search SCAT / LT-SISO
Management of titles MANAGER_BEHEER_TITELS_SCAT_TITELS WISE Application Administration

In the Wise configuration manager:

  • OCLC Wise > Titles and SCAT management >
    • Titles >
      • Categories
      • BcPica
      • (NBDMAT) NBD items
      • System tables >
        • (TABLFT) Target audience
        • (TABPCL) PICA age groups
        • (TABAVI) AVI reading level codes
        • (TABPIM) PIM categories
        • (TABNBC) NBD categories
        • (TABL21) Title language (MARC21)
        • (TABTTL) Language for title (Pica3)
        • (TABC21) Country of publication (MARC21)
        • (TABLVU) Country of publication (Pica3)
        • (TABRLS) Relation types
        • (TABRCD) State codes
        • (TABX58) Literary Form
        • (TABPCS) Titlesubs
        • (MDT) Media type
        • (TABSLT) SISO country / language table
        • (TABPRE) Presentation type
        • (TABWDD) Word groups
        • (TLSTLB) Status (free code)
        • (TABNUR) Dutch Classified Uniform Format
        • (TABRDA) Author Function
      • Occupancy >
        • (TABBZO) Orchestra
        • (TABBZM) Level
        • (TABBZG) Instrument Group
        • (TABBZC) Standard combination
        • (TABBZK) Choir
        • (TABBZI) Instrument
        • (TABBZS) Voice
      • MARC21 >
        • MARC tags
        • MARC subs
Management of access codes and authorizations MANAGER_BEHEER_TOEGANGSCODES_BEVOEGDHEDEN WISE Application Administration

In the Wise configuration manager:

Management of WYSIWYG messages MANAGER_BEHEER_WYSIWYG WISE Application Administration  
Allowed to perform system management jobs SYSTEEMBEHEER WISE Application Administration

In the staff client:

  • Statistics and selections >
    • Statistical data >
      • Analyses >
        • Usage per area
        • Usage per branch/location
        • Usage per period
        • Usage per branch/customer category
        • Customers per period
      • Ratio >
        • Circulation
        • Financial transactions
        • Hold requests (by location)
    • Selections
    • SchoolWise >
      • Student numbers
      • Checkout statistics per student
      • Checkout statistics per grade
      • Checkout statistics (historical data)
    • MediatheekWise >
      • Student numbers
      • Checkout statistics per student
      • Checkout statistics per class
      • Checkout statistics (historical data
    • Reports (test)
    • Import (test)

In the Wise configuration manager:

  • Wise
    • Carousel
      • Carousel rules
      • Carousel planks
      • Carousel profiles

 Note: Joomla is needed in order to utilize carousels.

 

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