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OCLC Wise Support EN

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

  • Manage acquisitions

    Installed

     

    View Acquisitions to find information about the functionality available in the Wise Console.

     

    Released: 8.0.0

  • View orders

    Installed

     

    From 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.

     

    Released: 8.0.0

  • View vendor details

    Installed

     

    Library staff can view and link to vendor information in the Wise Console. Visit View and link to vendor details for more information.

     

    Released: 8.0.0

  • View budget information

    Installed

     

    Library 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.

     

    Released: 8.0.1

  • Add and edit vendor details

    Future

     

    Timeline to be determined

Catalog

  • Filter search results

    Installed

     

    You can filter search results in the Wise Console. Visit Search the Wise Console catalog for more information

     

    Released: 7.0.4

  • Branch highlights and filters

    Installed

     

    Once 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.

     

    Released: 7.0.3

  • Basic search

    Installed

     

    You can perform a title or item search in the Wise Console. Visit Perform a search for more information.

     

    Released: 7.0.2

  • Open title records in Record Manager

    Installed

     

    If 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.

     

    Released: 7.1.0

  • Search for items by unique identifiers

    Installed

     

    Catalog 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.

     

    Released: 8.0.2

  • Search by specific title/MARC fields

    Future

     

     

     

    Timeline to be announced

  • Search for items not attached to the same bib record

    Future

     

     

     

    Timeline to be announced

  • Search by ISBN

    Installed

     

    You can perform an ISBN search in the Wise Console catalog. View Perform a search for more information.

     

    Released: 8.0.2

  • Search for item by barcode

    Installed

     

    You 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.

     

    Released: 8.0.2

Cataloging

  • View titles

    Installed

     

    Library 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.

     

    Released: 8.0.2

  • Edit titles

    Installed

     

    Library 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.

     

    Released: 8.0.2

  • View items

    Installed

     

    Library staff can view more in-depth information about an item in the Item details tab. Visit Item details tab for more information.

     

    Released: 8.0.2

  • Edit items

    Installed

     

    Library staff can edit catalog item records in the Wise Console. Visit Edit item records for more information.

     

    Released: 8.0.2

Circulation

  • Generate an unclaimed holds list

    Installed

     

    Library staff can view a list of unclaimed holds in the Wise Console. Visit Generate an unclaimed holds list for more information.

     

    Released: 8.0.0

  • Dynamic holds pick list

    Installed

     

    Library 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.

     

    Released: 7.0.7

  • Display item messages/actions on check in and check out

    Installed

     

    The Console displays all relevant messages when checking items in,out,and printing receipts.

     

    Released: 7.0.7

  • Circulation in the catalog (change item statuses)

    Installed

     

    Library 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.

     

    Released: 7.0.6

  • Navigate to Record Manager from the Console

    Installed

     

    Library 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.

     

    Released: 7.0.7

  • Add a damage note to an item

    Installed

     

    Library 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.

     

    Released: 7.0.6

  • Print hold and transport slips

    Installed

     

    Library 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.

     

    Released: 7.0.6

  • Manage holds

    Installed

     

    Information 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.

     

    Released: 7.0.6

  • Renew items on a customer's account

    Installed

     

    Library staff can renew one or more items from the customer screen in the Wise console. Visit Renew loaned items for more information.

     

    Released:7.0.6

  • Print receipts

    Installed

     

    Library staff can print receipt(s) for patrons at the end of the session. Visit Print receipt(s) for more information.

     

    Released: 7.0.5

  • Holds foundational work - View holds and generate pick list and shelf list

    Installed

     

    Library staff can view a mobile-friendly holds picklist (shelf list) in the Wise Console. Visit Picklist for more information.

     

    Released: 7.0.6

  • Generate a shelf (unclaimed holds) list

    Installed

     

    Library staff can view a list of unclaimed holds in the Wise Console. Visit Generate an unclaimed holds list for more information.

     

    Released: 8.0.0

  • Basic check in and check out

    Installed

     

    Library staff can check items in and out in the Wise Console. Visit Check in and Check out for more information.

     

    Released: 7.0.4

  • Place group and sequential holds

    Future

     

     

    Timeline to be determined

  • Bulk holds for one patron

    Future

     

     

    Timeline to be determined

  • Mark picklist items not found

    Installed

     

    If 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.

     

    Released: 7.1.0

  • Change check-in date

    Installed

     

    Library staff can change the return date when checking materials in from the Wise Console. Visit Change check in date for more information.

     

    Released: 8.0.0

  • In-house check in

    Future

     

     

     

    Timeline to be determined

  • Inventory mode for check in

    Future

     

     

     

    Timeline to be determined

  • Create on-the-fly items

    Installed

     

    If 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.

     

    Released: 8.0.3

  • Check in items on hold shelf

    Installed

     

    Library staff can check in a held item in the Wise Console. View Check in held items for more information.

     

    Released: 8.0.2

  • Check out held item to a different patron

    Installed

     

    Library 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.

     

    Released: 8.0.2

Configuration

  • Configure Console preferences (tab visibility)

    Installed

     

    You 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

     

    Released: 8.0.3

Customer

  • Create new fines on a customer record

    Planned

     

    Planned release: 8.0.4

  • View item requests

    Installed

    Staff 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.

     

    Released: 8.0.3

  • Pay and manage customer financials

    Installed

     

    Library staff can view and manage customer fines and fees in the Wise Console. Visit Financial for more information.

     

    Released: 7.0.5

  • Manage badges

    Installed

     

    Library staff can manage customer badges in the Wise Console. View Badges for more information.

     

    Released: 7.0.4

  • Manage marketing preferences

    Installed

     

    Library staff can manage customer marketing preferences in the Wise Console. View Set marketing preferences for more information.

     

    Released: 7.0.4

  • Print documents

    Installed

     

    Library staff can generate an overview of all or select customer information in the Wise Console. View Customer summary panel for more information.

     

    Released: 7.0.4

  • Manage messages

    Installed

     

    Library staff can add block messages in the Wise Console. Visit Messages for more information.

     

    Released: 7.0.4

  • Manage alerts and notifications

    Installed

     

    Library staff can view, edit and add customer alerts and comments in the Wise Console. Visit Manage customer alerts and notifications for more information.

     

    Released: 7.0.4

  • View fines and fees, waive and adjust date

    Installed

     

    Library staff can view and manage customer fines and fees in the Wise Console. Visit View customer fines for more information.

     

    Released: 7.0.3

  • Register new customer

    Installed

     

    Library staff can add new customers from the Customers tab in the Wise Console. Visit Add a new customer for more information.

     

    Released: 7.0.2

  • View and cancel holds

    Installed

     

    Library 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.

     

    Released: 7.0.2

  • View account summary (registration date, borrowing statistics, action log, etc.)

    Installed

     

    Library staff can view key customer information in the Summary section of the Customer data tab in the Wise Console. View Summary for more information.

     

    Released: 7.0.2

  • View and manage holds

    Installed

     

    Library 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.

     

    Released: 7.0.2

  • View financials

    Installed

     

    Library staff can view and manage customer fines and fees in the Wise Console. Visit View customer fines for more information.

     

    Released: 7.0.2

  • Advanced search

    Installed

     

    Library staff can use additional fields to locate customer accounts in the Wise Console. Visit Advanced searching for more information.

     

    Released: 7.0.1

  • View borrowed items

    Installed

     

    Library 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.

     

    Released: 7.0.1

  • Manage customer "Identity" details (registration, password, PIN, membership)

    Installed

     

    Library 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.

     

    Released: 7.0.1

  • Manage library cards (replace, create, delete)

    Installed

     

    Library 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.

     

    Released: 7.0.1

  • Manage customer preferences (correspondence and staff settings)

    Installed

     

    Library 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.

     

    Released: 7.0.1

  • Search for customer with barcode

    Installed

     

    You 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.

     

    Released: 7.0.0

  • View customer summary

    Installed

     

    Library 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.

     

    Released: 7.0.0

  • Generate and print new customer library cards

    Future

     

     

    Timeline to be determined

  • Copy customer records

    Installed

     

    Library staff can create new customer records using specific details from an existing customer in the Wise Console. Visit Copying customer records for more information.

     

    Released: 7.1.0

  • Manage customer outreach activities

    Future

     

     

    Timeline to be determined

  • Register current fines on a customer record

    Installed

     

    Library 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.

     

    Released: 7.0.7

  • View and pause hold dates, add/edit/remove dates

    Installed

     

    Library staff can place and pause holds in the Wise Console. Visit Place a hold and Cancel a hold for more information.

     

    Released: 8.0.2

  • View entire hold record and hold log

    Future

     

     

    Timeline to be determined

  • Create replacement cost bill/declare items lost

    Planned

     

     

    Planned release: 8.0.4

  • Areas of interest

    Future

     

     

    Timeline to be determined

  • Print account details (items out, on hold, fines, etc.)

    Installed

     

    Library staff can generate and print an overview of all or select customer information in the Wise Console. Visit Print records for more information.

     

    Released: 8.0.2

  • Create manual fines on a customer's account

    Planned

     

     

    Planned release: 8.0.4

Financial

  • Point-of-sale integration

    Installed

     

    Library staff can use Point of sale functionality for selling, cash handling, and reports. Visit Point of sale for more information.

     

    Released: 7.1.0

Item request manager

  • View and manage customer item requests

    Installed

     

    Library 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.

     

    Released: 7.1.0

Navigation

  • Navigation for Catalog and Patron tabs

    Future

     

     

    Timeline to be announced

  • Navigational hotkeys

    Future

     

     

    Timeline to be announced

  • View search history in Catalog search

    Future

     

     

    Timeline to be announced

  • Access previously viewed customer records

    Installed

     

    Library 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.

     

    Released: 7.1.0

  • Maintain session data in catalog and customer record

    Installed

     

     Note: No documentation link, this is a design behavior available in Console.

     

    Released: 7.0.6

  • Navigate using hyperlinks

    Installed

     

    Library staff can navigate the Picklist using hyperlinks for Filter(s), titles, and barcodes. Visit Open and filter the picklist for more information.

     

     

    Released: 7.0.6

  • Sign into the Console

    Installed

     

    The 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.

     

    Released: 7.0.0

Peripherals

  • Local Device Connector

    Installed

     

    The 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

     

    Released: 7.0.7

  • Navigate to Events from the Console

    Installed

     

    When 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.

     

    Released: 7.1.0

     

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