Configure Item request manager

Add license

The license Lic_Item_Request_Manager must be enabled to use the Item request manager. Contact OCLC Support for assistance. 

Add Roles 

1. In the Wise configuration manager, go to systemWise > Access codes and authorizations > Roles.
2. Choose System Administrator account.
3. Click on Display functions.
4. Ensure that the following roles are activated:
   • 'Working on item requests from customer'
   • 'Work on the item request configuration, such as statuses'

For more information, see Wise role functions.

Configure default statuses

Before customers can start requesting item, a default request status must be added to the system. Use the steps below to create the default statuses and to add your own custom statuses to the system.

The following default statuses must be added in order for customers to request items via My Account. The description can be changed.

Active	Status Name	Description	Resolution	Customer Status
	Info needed	Customer input requested	Open	More information needed
	Canceled	Canceled by customer	Closed	Canceled
	Processed	Request completed successfully	Open	In progress
	New	New request from customer	Open	In progress

Create or edit item request statuses

1. Sign in to the Wise Console.
2. Go to Menu > Item Request Manager > Item Request Statuses. The Request Statuses Management screen opens.
3. Click New at the top of the page to create a new request, or click Edit next to an existing status to change the status.

Field	Description
Active	Check the Active box to make this status available for selection in the Manage requests screen. If the box is not checked, the status will only appear on the Item Request Statuses screen.
Status Name	Enter the name of the status as it will appear to staff in the Manage requests screen in the Library Status drop-down list.
Description	Provide a brief description of the status, this description is only visible on the Request Statuses Management screen.
Resolution	Select Open or Closed to indicate whether the status indicates the request is open or closed.
Customer Status	Enter a description of the status for the customer. This text displays to customers on the My requests screen.
Alert Customer	Select Yes to send an alert to the customer who submitted the request when this status is applied. When toggled to Yes, an Alert Customer field appears in the edit screen. Enter the text of the customer alert here. This text is limited to 500 characters.
Customer can cancel	When toggled to Yes to apply this status, the customer can select the option to Delete their request.

4. Click Save to save the details of the request.

Allow customers to make requests via My account

 Note: The number of requests that a customer is able to submit can be limited. Contact OCLC Support to set up a request limit.

1. In the Wise configuration manager, go to OCLC Wise > Products and services > Subscriptions > Card configurations > My Menu configuration.
2. Click Open for the organization listed.
3. Click detail.
4. Ensure that the following role is activated:
   • 'May manage material requests'

For more information, see My menu configuration.

Activate material types for request 

1. In the Wise configuration manager, go to OCLC Wise > Titles and SCAT management > Titles > System tables.
2. Click on MDT (media type).
3. Click detail for the material type that is allowed to be requested for purchase by the customer.
4. Click on Available for Item Request.
5. Click OK.

For more information, see Title system tables.