Wise v7.0.6 release notes

1. Configure the system option

A library administrator must enable the hour-based lending system option in the Manager:

1. Sign into the Manager.
2. Go to systemWise > systemWise > System options.
3. Find the system option HRLNDNG, click detail and choose Yes. 

    Note: This option must be set at the system (0000) level. If the system option does not appear in your system options table, go to New at the top of the screen, and find it in the Option drop-down list.

2. Create or update Lending process(es)

Your library may have different hour-based policies for different materials. Just like daily lending, hour-based lending uses the Lending process table in the manager to set these policies.

 View the Lending process window

1. Sign into the Manager.
2. Go to Wise > Products and services > Policies > Policy methods > Lending process.
3. If you are creating a new lending process, choose New at the top of the page. If you are editing an existing process, click detail next to the existing process. The Lending process window opens.
4. If you are editing an existing process, click the Change radio button.
5. Configure your new policy, provide details in the minute lending periods instead of the day lending periods. The following new fields have been added to this configuration screen:
   • Single lending period (minutes) - Standard lending period, in minutes, for a single period
   • Single renewal period (minutes) - Standard renewal period, in minutes, for a single period
   • Return time before closing (minutes) - How long, in minutes, before the library closes must this item be returned

      Note: If you want to configure a return time before closing, you must also add your library's opening and closing hours in Wise. For more information, see Opening hours.

   • Double lending period (minutes) - Standard lending period, in minutes, for a double period
   • Double renewal period (minutes) - Standard renewal period, in minutes, for a double period
6. Click OK to save.

3. Create or update Fining process(es)

If your library charges fines for materials that are returned after the due date or time, you can configure fines for items loaned by the hour.

View the Fining process window

1. Sign into the Manager.
2. Go to Wise > Products and services > Policies > Policy methods > Fining process.
3. If you are creating a new fining process, choose New at the top of the page. If you are editing an existing process, click detail next to the existing process. The Fining process window opens.
4. If you are editing an existing process, click the Change radio button.
5. Configure your new policy, provide details in the fine by minute fields. The following new fields have been added to this configuration screen:
   • Fine-free minutes - how long, in minutes, after the item is due will the system wait before starting to chare a late fee
   • Calculate by minutes - how many minutes per fine (if you enter 10 here and set a penalty amount of $0.50, the patron will be charged $0.50 for every ten minutes until the item is returned)
6. Click OK to save.

4. Set material types as hour-based

Hour-based lending is set per material type.

View the Settings at insitution level window

To configure material types to be loaned on an hourly basis:

1. Sign into the Manager.
2. Go to Items and Locations > Items > Item system tables > (RMTINS) RMT configuration per organization.
3. Choose the Systeem tab.
4. Click Detail next to the material type you want to lend hourly.
5. Click Change to edit the material type.
6. Set Hour-based material to Yes.
7. Click OK to save.

5. Apply the new Fining and Lending processes to your lending policies

Once your processes and materials are updated or created, you must apply them to your policy definitions.

View the Policy definition window

1. Sign into the Manager.
2. Go to Products and services > Policies > Policy definitions.
3. Update the relevant memberships and material types with the new processes.
4. Click OK to save.

Using Record Manager to export records into Wise

A new role function has been added in the Manager, Access for administration Connexion record manager. You will need to create a new user with this role function assigned and use the PIN/Password for your Record Manager authorization.

To use TCP/IP and Record Manager to export files to Wise, a TCP/IP connection must be established with the Record Manager. For more information, see Export records. Once a connection is established, files transmitted from Record Manager are placed directly into the Wise File Manager and processed in the same way MARC files are imported manually into Wise.

Configure Wise to accept imports from Connexion

1. Go to Branch Management > Workplace Management > Configuration.
2. On the Preferences tab, select the check box for Connexion imports possible.

The TCP/IP connection is active once this check box is selected.

Configure Connexion for exporting records into Wise

A TCP/IP connection must be established with the Connexion client. The Connexion client and Wise client must be installed on the same computer.

To learn more about configuring a TCP/IP connection from Connexion client, see Create export destinations.

Open and filter the picklist

In the Wise Console, click on Circulation and then click on the Picklist tab.

Circulation > Picklist

The picklist is populated automatically using default criteria.  This criteria can be adjusted by clicking on Filter to expand the filter view:

The default values are the same as the criteria used when running the Shelf List BIRT report:

• Local Branch: The Local branch filter determines which branch's items the system uses to populate the picklist.  The Local branch field defaults to the staff member's logged in branch.  The field is required and only one local branch can be selected at a time.  The Local branch can be changed by the staff member by typing a branch name in the field or using the down arrow to select the branch from a list.
• Pick up location: The picklist default view includes all pickup locations within the library organization.  In this state, the pick up location filter is blank.  To select a specific pickup location to display, begin typing a branch name or use the drop-down arrow to select from a list of available branches.
• Type: The hold type (the method by which the hold was placed) defaults to R-Holds.  This populates the picklist with all hold types.  To change the hold type, click on a hold type.  Only one hold type can be selected at at time.
• To update the filter with your changes, click Apply.  
• To cancel the filters, click Cancel to return to the default filtered state.

Sort and set page options

The picklist can be sorted using a variety of sorting options.  The list is sorted by "Walking Route Ascending" by default.

• Walking Route Ascending/Descending: Sorts by the pre-defined walking route configured by the library.  If the library has not configured a walking route, then the picklist is sorted by the shelf number.
• Shelf Number A-Z/Z-A: Sorts by the designated shelf numbers defined by the library.
• Title A-Z/Z-A: Sorts by the title of the item/title
• Hold Placement Date Ascending/Descending: Sorts by the date in which the hold request was placed.

View Sort by options

Page options are located at the bottom of the picklist screen.  The number of records that populate can be increased up to 50 records per page.  You can also navigate through pages  by clicking forward or back, or skip to the first or last pages.

Top-level view

The information in the top-level view of the picklist has been simplified to make the picklist easier to read. 

The top-level view includes:

• Cover art: To make it easier to find the item, we have added the cover art using the same APIs used to retreive cover art in the OPAC.
• Shelf/Call number: This column shows the item's shelf description, followed by the item's call number.  When sorting by shelf number, if the shelf description is NA, the picklist will be sorted by call number.
• Title: The item's title is displayed. In addition to the title, subtitle, and author, the picklist now displays the volume.
• Barcode/Available items:
  • For title level holds, no barcode is displayed.  Instead, the number of available items that can fulfill the request at the local branch is displayed.
  • A barcode is displayed for item-level holds.  In addition, an "item level" indicator in purple indicates which holds are item-level and require the specifically-listed barcode to be picked.
• Material type: The material type for the item is displayed.

Expanded view

If more information about an item is needed, the user can expand the row using the down arrow to see additional details.  Once expanded, the user can collapse the view using the up arrow next to the cover art.

 Note: Whether the hold is title-level or item-level, Wise randomly selects an available item record and uses that item's details to populate fields found only in the item record. 

• On location: The date that the item record was last checked in at the local branch
• Hold request number: The number of the hold request record; can be used to search for the hold record to see additional data.
• Type: The Type field displays the source of the hold request
• Days since hold placed: the age of the hold request
• Pick-up location: The location where the patron will pick up the item
• Customer: the customer barcode

Browser Navigation

Using the browser refresh button   will re-run the picklist.

Using the browser back button   will take you back to the Console circulation landing screen.

Browser navigation for the picklist will be improved in a future release.

To reprint an item:

Select an item that meets the hold criteria.

The system will display an 'Action' button above the right side of the table. Select the 'Action' button.

The following options will display:

• Reprint hold/transport slip
• Cancel check in

If the selected item in the check-in table is NOT needed to fulfill a hold, and the "Action" button is selected, the following options will display:

• Cancel check in

If MORE THAN ONE items are selected, and ONE of these items is a hold item and you select "Reprint hold/transport slip", the system will print a hold receipt for the hold item selected.

If more than one hold items are selected and you select "Reprint hold/transport slip", the system will print a hold receipt for the eligible hold items selected.

If a mix of hold items and normal items are selected, when the user selects "Reprint hold/transport slip", the system will only print new receipts for the hold items. The receipts will not be printed for the normal items

Success and Error Messages:

If the system successfully prints a hold receipt, the following message will display - "[checkmark icon] Printed slip for hold item". You can close this message by clicking the 'X' icon on the header.

If the system has attempted to print a receipt, and that item is on hold for another customer, the system will display a Spinner overlaid on the check in table after 5 seconds and continue to show the Spinner. The timeout period for this spinner is 20 seconds. The "Search" button will become inactive during this period.

If the system has attempted to print a receipt, and the timeout period has elapsed with no response, the following in-line error will display under the offending item in the table: " [error icon] Failed to print receipt. Try again in a few minutes." You can close out original dialog using the dialog cancel button, or the ‘X’ in header.

If the system has checked in an item, but the printing of the receipt fails, the item remains checked-in and the item status is updated to "ON HOLD".

Printing of a transport slip:

When a user does the check in for an item, and that item is required for transport to another location, then the system will print a transport receipt for that item.

Reprinting of a transport slip:

If an item that is checked-in needs to be transported to another location, then the system will display an 'Action' button above the right side of the table. When the 'Action' button is selected, the following options will display:

• Reprint hold/transport slip
• Cancel check in

If the item that is being checked in by the user is not needed for transport, when the "Action" button is selected, then the 'Cancel check in' option will be displayed.

On the additional options via the action buttons, if the user selects "Reprint hold/transport slip, the system will print a transport receipt for that item.

If user selects more than one items, where one of the selected items is a transport item, and the user selects "Reprint hold/transport slip" option, the system will print a transport receipt for the selected hold item.

If the user has selects MORE THAN ONE hold items, and then selects "Reprint hold/transport slip", the system will print a hold receipt for the selected hold items.

If the user has selects a combination of hold and transport items, and then selects "Reprint hold/transport slip", the system will print a hold and transport receipt for each item that is eligible.

Success and error messages:

Users will see a message stating "Printed transport slip for item" when the system successfully prints a transport receipt. To close this message box, you can click 'X' on the box header.

Users will see a spinner overlaid on the check in table after 5 seconds and continue to show spinner with a timeout period 20 seconds and the "Search" button becomes inactive if the system attempts to print a receipt, when the user performs check in for an item that is on hold for another customer.

Users will see an in-line error message within the table (under the offending item) stating "Failed to print receipt. Try again in a few minutes." when the system attempts to print a receipt after a timeout period has passed without a response. The original dialog box can be closed using the cancel button or 'X' in the header.

If  the printing of the receipt fails after the system has checked in an item, the item remains checked-in and the item status is updated to "TRANSPORT".

Add a damage note:

• Navigate to the Damage tab and begin typing the note in the note field.
• The Cancel and Save action buttons appear.

View buttons

• If you cancel the note, the field is cleared and the action buttons disappear until you type into the field.
• When you are finished adding the note, click "Save."
• The action buttons disappear, and a (1) is added to the Damage note tab.

View Damage note

Edit a damage note:

• Staff can add multiple lines to the Damage note field to capture multiple damage notes.  To edit the damage note, click inside the box and begin editing.
• To add additional lines, hit the return key at the end of the first note to start a new line.  As the notes get longer, a scrollbar appears.  You can adjust the size of the text box by dragging the diagonal lines at the bottom right.
• Once you have finished editing the note, click "save."
• If you want to cancel your edit, click "cancel." the text will return to its previous state.

Remove a damage note: To remove all lines in a damage note, delete the text within the note and click "save." The (1) will be removed from the Damage tab and the damage note field will be empty.

Notes:

1. The automatic sync holding in WorldCat process will be available in the next release. When enabled, it will first sync holdings for all existing titles, via a reclamation process, and then automatically sunc items updated going forward. If the WorldCat Holdings Sync Block is set to Yes, the existing holding for a title as well as any item updates going forward will not be synced. If you have existing holdings that need to be synced or corrected in WorldCat, but you do not want updates synced going forward, the flag should be set to No initially and can be changed to Yes after your reclamation project is complete.
2. If the Public block flag is set to "Yes" for a  title, the process will not sync the existing holding for the title as well as for any item updates going forward.