Suggestions Management

What are Purchase Suggestions?

Purchase suggestions give the users of the OPAC a way to lodge requests for the library to purchase for items.

IMPORTANT: To use this feature, purchase suggestions need to be turned on in system preferences.

• Get there: More > Administration > Global System Preferences > OPAC > suggestion

• Get there: More > Administration > Global System Preferences > Acquisitions > emailPurchaseSuggestions

Manage Suggestions

To manage suggestions, go to More > Acquisitions

• Click 'Manage suggestions'
• If you have suggestions to manage they will appear here
• IMPORTANT: You need to have authorized values for 'Reason' already set before working with suggestions
• TIP: Reasons are the librarian's reason for accepting/rejecting request
• If reasons are not set the Suggestions page will will look like this:
  
• If you get this error, click 'authorized values'
  • TIP: You can also edit these values by going to More > Administration > Authorized Values
• Choose SUGGEST from the pull down
  
• Enter a short 'Authorized value' and a longer 'Description' (this second field is optional)
  
• This will result in a list of values that can be added to or edited at any time
  
• It will also add these values to the pull down on the manage suggestions page
  
• If there are no errors, continue to approving or rejecting the request and submitting a reason
  
• TIP: By choosing 'Others...' from the reason pull down you will be able to enter a free text reason.
  
• After choosing your reason, click 'Change Status'
• TIP: Statuses can be updated in bulk by choosing from the pull down at the bottom and clicking 'Mark all with this reason'
  
• The item will be moved to the 'Accepted' or 'Rejected' menu
• If you accidentally pick the wrong option (accept or reject) you can always edit your selection by visiting the appropriate tab