65 lines
2.6 KiB
Cheetah
65 lines
2.6 KiB
Cheetah
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<h1>Suggestions Management</h1>
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<h2>What are Purchase Suggestions?</h2>
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<p>
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Purchase suggestions give the users of the OPAC a way to lodge requests for the library to purchase for items.
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</p>
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<p>
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<span style="color: #990000">IMPORTANT: To use this feature, purchase suggestions need to be turned on in
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system preferences.</span> <br />
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</p>
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<ul>
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<li><em>Get there:</em> More > Administration > Global System Preferences > OPAC > suggestion</li>
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</ul>
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<span style="color: #990000">IMPORTANT: Suggestions are only managed here if the emailPurchaseSuggestions preference is turned off.<br /></span>
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<ul>
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<li><em>Get there:</em> More > Administration > Global System Preferences > Acquisitions > emailPurchaseSuggestions</li>
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</ul>
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<h2>Manage Suggestions<br />
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</h2>
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<p>
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To manage suggestions, go to More > Acquisitions
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</p>
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<ul>
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<li>Click 'Manage suggestions'</li>
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<li>If you have suggestions to manage they will appear here
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</li>
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<li style="color: #990000">IMPORTANT: You need to have authorized values for 'Reason' already set before working with suggestions</li>
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<ul>
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<li style="background-color: #ffe599">TIP: Reasons are the librarian's reason for accepting/rejecting request</li>
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<li>If reasons are not set the Suggestions page will look like this:<br />
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</li>
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<li>If you get this error, click 'authorized values'
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<ul>
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<li style="background-color: #ffe599">TIP: You can also edit these values by going to More > Administration > Authorized Values</li>
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</ul>
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</li>
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<li>Choose SUGGEST from the pull down
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<br />
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</li>
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<li>Enter a short 'Authorized value' and a longer 'Description' (this second field is optional)<br />
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</li>
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<li>This will result in a list of values that can be added to or edited at any time
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<br />
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</li>
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<li>It will also add these values to the pull down on the manage suggestions page
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<br />
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</li>
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</ul>
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<li>If there are no errors, continue to approving or rejecting the request and submitting a reason
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<br />
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</li>
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<li style="background-color: #ffe599">TIP: By choosing 'Others...' from the reason pull down you will be able to enter a free text reason.<br />
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</li>
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<li>After choosing your reason, click 'Change Status'</li>
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<li style="background-color: #ffe599">TIP: Statuses can be updated in bulk by choosing from the pull down at the bottom and clicking 'Mark all with this reason'<br />
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</li>
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<li>The item will be moved to the 'Accepted' or 'Rejected' menu</li>
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<li>If you accidentally pick the wrong option (accept or reject) you can always edit your selection by visiting the appropriate tab</li>
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</ul>
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