Wise v8.0.0 release notes

Change check in date 

Library staff can change the return date when checking materials in from the Console. This feature can be used when checking in materials from the book drop or after a system outage. To enable this feature, the system option CIRCDAT must be set to Yes.

To change the return date:

1.  Sign into the Console with a role that has circulation permissions.
2.  Go to Circulation > Check in.
3.  Click into the Return date field and type in the date (in MM/DD/YYYY format), or click the Calendar icon   and click on the date for which you want to check in items. When the date has been changed, the screen displays the word Adjusted above the Return date field.
4. Check in the items. The item return date is stored as the date selected.

Once check in is completed, close the session to restore the current date. This date change only applies to check in activities.

Generate an unclaimed holds list

In the Console, staff can now view and filter a list of holds that are on the hold shelf at a location.  The list shows a view of unclaimed holds by default, but staff can use the list to view all hold requests that are on the hold shelf.
To view a list of unclaimed holds:

In the Console, navigate to Circulation > Holds Shelf.  The list will automatically populate with the following default criteria:

• The held items are located at the staff member’s logged-in branch (local branch)
• The items are unclaimed (have exceeded the # of days on shelf as configured in the Manager)
• The sort order is set to “customer name A-Z”
• All hold sources are included
• All notification types are included

Staff can change the sort order of the list using the Sort By drop-down in the top-right of the screen:

The following sort options are available:

• Customer Name A-Z or Z-A
• Customer Barcode Ascending or Descending
• Hold Request Date Ascending or Descending
• Title A-Z or Z-A

If staff would like to change the criteria of the report output, they can use the filter.  Click the “filter” button to expand the filters.

Staff can change the following criteria:

• Only show expired holds within the list: Choose whether to see all holds that meet the criteria, or only holds that are unclaimed (the # of days on shelf, as configured in the Manager, has been exceeded)
• Local branch: Where the Held items are located
• Source: Where the hold was placed
• Notification date: Filters the Hold Shelf to display items where the patron was notified within a date range

Notification type: How the patron was notified that their item is Held.  Note: Only the patron’s primary notification type is used in the report output.

If the staff member changes any of the filters, the Apply or Cancel buttons appear.

If staff would like to view more information about the items, they can use the down arrow next to each item to expand the line:

The additional information includes:

• Expanded title name
• Hold request number
• Shelf/call number
• Notification date
• Title ID
• Hold status
• Source

Edit Wise title details

Library staff with permission to make changes to title records can now edit title details in the Console. Editing is limited to Wise title values and does not support MARC editing, we recommend using an external MARC editing tool to make changes to those details.

With this update, you will now see an Edit button when you open a title record in the Console. To make changes to a title, click the Edit button. The following values become editable:

• Title type
• Youth/Adult
• Material type
• Youth material
• FIC/NFIC
• Attachment
• Price
• Public block
• Allow holds
• Order block
• Block holdings sync
• Move to back catalog automatically
• Internal note – this is a new value, available only in the Console. This field is intended to allow staff to add notes that are only visible within the Console, they will not appear in the Client or customer-facing catalog.
• Message

Once changes are made, click the Save button to save changes.

View item records in the catalog

The item record screen in the Console has been updated to improve user experience and match the look and feel of the title record screen. With input from our library partners and user experience in mind, the details page is arranged in logical groupings.  In the first release of 2025, users with permission to change item records in Wise can edit item details on this screen in Console.

View orders

Viewing order information will be available in the Console in the upcoming release. Library staff with permission to view order information will be able to access this information by clicking on the Acquisitions tab in the Console. The system option ACQUISM must be enabled in order for this to appear in the Console.

In Orders, click Access to open Orders.

From the Orders window, users 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.

1. The user’s ID and branch can be viewed in the upper right corner of the window.
2. Orders can be opened by clicking on the link in the Order number column.
3. Columns can be sorted. To sort a column, hover your mouse next to the column name and click the arrow to view in ascending or descending order. All columns except the Amount column may be sorted.

View and link to vendor details

Viewing vendor information will be available in the Console in 8.0.0. Library staff with permission to view vendor information can access it by clicking the Acquisitions tab in the Console.  The system option ACQUISM must be enabled in order for this to appear in the Console.

In Vendors, click Access to open Vendors. New vendors must be added and edited in the Wise Manager.

Users will be able to search for and view vendor information.

1. The list of available vendors is displayed beneath Search Accounts.
2. To search for a specific vendor, enter the vendor name or account code.
3. The vendor information will be displayed on the right side of the screen.
4. Five tabs organize the vendor data: Contacts, Vendor info, Account details, FTP and EDI.

Contacts

1. Vendor contact data includes the contact type, name, phone and email address.
2. Vendor info provides the vendor name, customer ID, website, physical address and notes.
3. Account details provide views of the API URL, API account ID, and API username.
4. The FTP tab includes information about SFTP, the FTP host name, FTP host address, FTP host order directory and FTP host invoice directory.
5. The EDI tab contains information about the EDI vendor ID, Send enriched EDI files, EDI vendor ID type, EDI sender ID, EDI sender ID type and the EDI vendor account number

Register new customers from the Customer menu

A menu option was added to the Customers drop-down menu in the Client so that a new account can be created without opening the Customer administration screen. In the client, go to Customers > Customer registration. The registration screen opens.

View additional block information on a customer record

It is now possible to see when and by whom a customer account was blocked. When a block is applied to a customer account, the system will store the time and date of the block and the username of the staff member who blocked the account.

1. To view block information in the Client:
2. Sign into the Client.
3. Search for a customer and go to the Properties tab to place a block on the account.
4. Save changes. The blocking date will appear next to the block on the Properties tab. This information will also appear on the Account changes tab.

    Note:  If the block was placed prior to this update, it will not show the specific staff username because that information was not being captured previously.

5. To view block information in the Console:
6. Sign into the Console.
7. Search for a customer and go to the Customer data > Personal tab.
8. Expand Preferences to view blocks and select one of the blocks.
9. Click Save.
10. Go to the Customer data > Summary tab and scroll down to Account changes. You can see the blocking action and the name of the user who made the change.

Add free text notes to a customer's account

Three new free-text fields are available in the Client on the Notification preferences tab. These fields can be used for any purpose. Please note, these fields are only present in the Client at this time and can only be viewed by the library organization that created the notes. 

 Note:  These fields are only available in the Client. If you have a use case and would like to see them exposed in the Console, please submit an enhancement request.

Generate a log of changes made in the manager

Library staff with administrative access to the Wise Manager can view a report of changes made in the Manager.

To generate the report, sign into the Manager and navigate to systemWise > Reports > Reports (organized by function) and click the Wise Configuration Logging link. A parameters box appears. The report can be limited by dates, table and actor.

The resulting BIRT report provides an overview of the time and date of the change, the user ID and username of the user who made the change, the table that was edited, action taken, and the old and new values.

View staff name in item log history

The item log overview now includes the actor ID and username of the staff member who performed a circulation action on the item. These details have been added in the Client and will also be included in the Console. To view these details, search for an item record in the Client, go to Overviews > Screen overview from log history. Service desk transactions now include a by_who and a staff_name field to show who performed the action.

Configure maximum items per title

A new field has been added to the configuration table (BCBBEW) Rotation process, Maximum items per title. This field allows you to enter a limit for the number of items considered when determining the items to be rotated.

Use Note field in the shelf profile

A new field has been added to the BCB shelf profile,  Note. Staff can add a comment here so that they it can be referenced to see  why certain choices were made when planning the collection.

Query across library organizations

It is now possible to create selections based on your entire network, not limited to the library organization for which you are signed into the Client. A checkbox appears in the Selection range to “include network” and is selected by default. When this is checked, the other library organizations in your system will be included in the query.

Select number of checkouts across the network

New criteria have also been added for patron borrowing, in the Use within the sector details. These new values allow you to generate a count of borrowed items from other library organizations, by customer.

Export contact details from patron selections

Additional export criteria have been added to the Selections tool in the Wise Client. You can now include the following in exported selection reports:
•    Email BCC1
•    Email BCC2
•    Telephone numbers (main, 2 and 3)
•    Mobile number
•    Telephone contact person

Filter by age group in Wise OPAC

A new catalog search filter is created for Wise OPAC with the name "Target audience".
This new filter has wider audience groups to refine the search especially for the Youth audience.

This is how the new filter should look once enabled: