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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
IMPORTANT: Suggestions are only managed here if the emailPurchaseSuggestions preference is turned off.
- 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 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
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