Wise Console features to date
The following table outlines features that are currently available, planned, or will be available in the future in the Wise Console. By default, all features are displayed. Click a filter to narrow the list of features by status.
OCLC currently accepts enhancement suggestions through the Community Center for Wise. Submitting an enhancement suggestion through this site ensures that the larger community of product users has the opportunity to provide feedback on the suggestion as OCLC considers it for future development.
For more information on submitting an enhancement suggestion, please visit Idea process.
Acquisitions
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Manage acquisitions
InstalledView Acquisitions to find information about the functionality available in the Wise Console.
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View orders
InstalledFrom the Orders window, library staff can view a list of their orders by order number, order description, PO number, vendor, the date the order was placed, the total amount of the order, and the order status. Visit View orders for more information.
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View vendor details
InstalledLibrary staff can view and link to vendor information in the Wise Console. Visit View and link to vendor details for more information.
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View budget information
InstalledLibrary staff can view current and closed fiscal years, search for funds and filter results, view transactions against the fund, and access information for the transaction. Visit View budgets for more information.
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Add and edit vendor details
FutureTimeline to be determined
Catalog
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Filter search results
InstalledYou can filter search results in the Wise Console. Visit Search the Wise Console catalog for more information
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Branch highlights and filters
InstalledOnce you have performed a search, you can use the branch highlight feature to filter results based on location and branch. Visit Catalog search and branch filter for more information.
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Basic search
InstalledYou can perform a title or item search in the Wise Console. Visit Perform a search for more information.
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Open title records in Record Manager
InstalledIf your library has an OCLC cataloging subscription and uses Record Manager, you can open titles from the Console directly in Record Manager. Visit Open title records in Record Manager for more information.
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Search for items by unique identifiers
InstalledCatalog search results can be further filtered by selecting an available catalog from the left panel or by selecting one or more of the I only want filters. View Additional filters for more information.
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Search by specific title/MARC fields
Future -
Search for items not attached to the same bib record
Future -
Search by ISBN
InstalledYou can perform an ISBN search in the Wise Console catalog. View Perform a search for more information.
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Search for item by barcode
InstalledYou can scan or type an item barcode to immediately access the item’s detail screen in the Wise Console catalog. View Perform a search for more information.
Cataloging
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View titles
InstalledLibrary staff can use the title record screen in the Wise Console to read and locate title details within the Catalog. Visit View title records for more information.
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Edit titles
InstalledLibrary staff with permission to make changes to title records can now edit title details in the Wise Console. Visit Edit a title for more information.
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View items
InstalledLibrary staff can view more in-depth information about an item in the Item details tab. Visit Item details tab for more information.
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Edit items
InstalledLibrary staff can edit catalog item records in the Wise Console. Visit Edit item records for more information.
Circulation
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Generate an unclaimed holds list
InstalledLibrary staff can view a list of unclaimed holds in the Wise Console. Visit Generate an unclaimed holds list for more information.
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Dynamic holds pick list
InstalledLibrary staff can use the dynamic picklist in the Wise Console to mark items as Found and to be notified when other locations have found or fulfilled a hold request on their list, thanks to a new background refresh feature. Visit Picklist for more information.
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Display item messages/actions on check in and check out
InstalledThe Console displays all relevant messages when checking items in,out,and printing receipts.
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Circulation in the catalog (change item statuses)
InstalledLibrary staff can set an item status to Missing from the Item record detail screen in the Wise Console. Visit Mark an item missing for more information.
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Navigate to Record Manager from the Console
InstalledLibrary staff can display the Wise Record Manager link in the Wise Console to make it easier to get to your WorldShare Record Manager environment. Visit Configure a catalog link to Record Manager for more information.
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Add a damage note to an item
InstalledLibrary staff can add a damage note to an item from the Item record detail screen in the Wise Console. Visit Add a damage note to an item for more information.
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Print hold and transport slips
InstalledLibrary staff can configure hold and transport slips to print as items are checked in to the Wise Console. Visit Print hold and transport slips for more information.
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Manage holds
InstalledInformation about hold requests can be viewed and edited from the Holds section of the Activity tab within a customer account in the Wise Console. Visit Holds for more information.
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Renew items on a customer's account
InstalledLibrary staff can renew one or more items from the customer screen in the Wise console. Visit Renew loaned items for more information.
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Print receipts
InstalledLibrary staff can print receipt(s) for patrons at the end of the session. Visit Print receipt(s) for more information.
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Holds foundational work - View holds and generate pick list and shelf list
InstalledLibrary staff can view a mobile-friendly holds picklist (shelf list) in the Wise Console. Visit Picklist for more information.
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Generate a shelf (unclaimed holds) list
InstalledLibrary staff can view a list of unclaimed holds in the Wise Console. Visit Generate an unclaimed holds list for more information.
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Basic check in and check out
InstalledLibrary staff can check items in and out in the Wise Console. Visit Check in and Check out for more information.
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Place group and sequential holds
Future -
Bulk holds for one patron
Future -
Mark picklist items not found
InstalledIf an item that fills a hold request cannot be located, library staff can use the drop-down menu next to the Found button to mark the item as Not Found in the Wise Console. Visit Found/Not found functionality for more information.
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Change check-in date
InstalledLibrary staff can change the return date when checking materials in from the Wise Console. Visit Change check in date for more information.
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In-house check in
Future -
Inventory mode for check in
Future -
Create on-the-fly items
InstalledIf a customer attempts to check out an item that is unknown to the Wise system, a notification will appear in the Wise Console Check out screen, and staff will have the option to allow the item to be loaned or not. Visit Create items on the fly for more information.
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Check in items on hold shelf
InstalledLibrary staff can check in a held item in the Wise Console. View Check in held items for more information.
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Check out held item to a different patron
InstalledLibrary staff can remove a hold on an item to check it out to a different patron in the Wise Console. View Check in held items for more information.
Configuration
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Configure Console preferences (tab visibility)
InstalledYou can control which features are available in your Console application at the enterprise level, allowing your library to turn Console features on as your staff become trained and ready to use them. Visit Configure tab visibility in the Console for more information
Customer
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Create new fines on a customer record
Planned -
View item requests
InstalledStaff can assist patrons with item requests directly from the customer record in the Wise Console. Visit Manage item requests within customer records for more information.
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Pay and manage customer financials
InstalledLibrary staff can view and manage customer fines and fees in the Wise Console. Visit Financial for more information.
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Manage badges
InstalledLibrary staff can manage customer badges in the Wise Console. View Badges for more information.
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Manage marketing preferences
InstalledLibrary staff can manage customer marketing preferences in the Wise Console. View Set marketing preferences for more information.
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Print documents
InstalledLibrary staff can generate an overview of all or select customer information in the Wise Console. View Customer summary panel for more information.
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Manage messages
InstalledLibrary staff can add block messages in the Wise Console. Visit Messages for more information.
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Manage alerts and notifications
InstalledLibrary staff can view, edit and add customer alerts and comments in the Wise Console. Visit Manage customer alerts and notifications for more information.
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View fines and fees, waive and adjust date
InstalledLibrary staff can view and manage customer fines and fees in the Wise Console. Visit View customer fines for more information.
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Register new customer
InstalledLibrary staff can add new customers from the Customers tab in the Wise Console. Visit Add a new customer for more information.
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View and cancel holds
InstalledLibrary staff can view and cancel information about hold requests from the Holds section of the Activity tab in the Wise Console. View Delete a hold for more information.
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View account summary (registration date, borrowing statistics, action log, etc.)
InstalledLibrary staff can view key customer information in the Summary section of the Customer data tab in the Wise Console. View Summary for more information.
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View and manage holds
InstalledLibrary staff can view and edit information about hold requests from the Holds section of the Activity tab in the Wise Console. View Holds for more information.
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View financials
InstalledLibrary staff can view and manage customer fines and fees in the Wise Console. Visit View customer fines for more information.
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Advanced search
InstalledLibrary staff can use additional fields to locate customer accounts in the Wise Console. Visit Advanced searching for more information.
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View borrowed items
InstalledLibrary staff can view items that are currently checked out to the customer within the Checked out section of the Activity tab in the Wise Console. Visit On Loan for more information.
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Manage customer "Identity" details (registration, password, PIN, membership)
InstalledLibrary staff can view registration information, reset passwords and PINs, and work with customer documents from the Identity section in the Wise Console. Visit Identity for more information.
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Manage library cards (replace, create, delete)
InstalledLibrary staff can view information about library cards associated with the customer within the Cards section of the Customer Data tab of the Wise Console. Visit Cards for more information.
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Manage customer preferences (correspondence and staff settings)
InstalledLibrary staff can update options surrounding communication preferences and customer alerts using the Preferences button within the Staff tab in the Wise Console. Visit Preferences for more information.
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Search for customer with barcode
InstalledYou can scan or type an item barcode to immediately access the item’s detail screen in the Wise Console catalog. View Perform a search for more information.
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View customer summary
InstalledLibrary staff can view the customer summary, which contains basic information about the customer, on the left side of the Customer Management screen in the Wise Console. Visit Customer summary panel for more information.
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Generate and print new customer library cards
Future -
Copy customer records
InstalledLibrary staff can create new customer records using specific details from an existing customer in the Wise Console. Visit Copying customer records for more information.
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Manage customer outreach activities
Future -
Register current fines on a customer record
InstalledLibrary staff can register current fines on a customer's record within the Checked out section of the Activity tab in the Wise Console. Visit Register current fine for more information.
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View and pause hold dates, add/edit/remove dates
InstalledLibrary staff can place and pause holds in the Wise Console. Visit Place a hold and Cancel a hold for more information.
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View entire hold record and hold log
Future -
Create replacement cost bill/declare items lost
Planned -
Areas of interest
Future -
Print account details (items out, on hold, fines, etc.)
InstalledLibrary staff can generate and print an overview of all or select customer information in the Wise Console. Visit Print records for more information.
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Create manual fines on a customer's account
Planned
Financial
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Point-of-sale integration
InstalledLibrary staff can use Point of sale functionality for selling, cash handling, and reports. Visit Point of sale for more information.
Item request manager
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View and manage customer item requests
InstalledLibrary staff can assist patrons with item requests directly from the customer record in the Wise Console. View Manage item requests within customer records for more information.
Navigation
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Navigation for Catalog and Patron tabs
Future -
Navigational hotkeys
Future -
View search history in Catalog search
Future -
Access previously viewed customer records
InstalledLibrary staff performing customer administration in the Wise Console are able to navigate back to previously accessed records. Visit Access previously viewed customer records in the Console for more information.
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Maintain session data in catalog and customer record
InstalledNote: No documentation link, this is a design behavior available in Console.
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Navigate using hyperlinks
InstalledLibrary staff can navigate the Picklist using hyperlinks for Filter(s), titles, and barcodes. Visit Open and filter the picklist for more information.
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Sign into the Console
InstalledThe Wise Console can be accessed using the same URL as your Item Request Manager. Visit Log in to the Console with the Wise login platform for more information.
Peripherals
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Local Device Connector
InstalledThe Local Device Connector can be used to print directly from the Console to printers available on a workstation. An installer application for the Local Device Connector will need to be downloaded and installed before printers and output can be configured. Visit Printing for more information
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Navigate to Events from the Console
InstalledWhen your library implements the Wise events platform you will be able to easily navigate to the administrative dashboard directly from the Wise Console. Visit Navigate to Events for more information.