Admins: Using Admin-tab tools to recommend titles for purchase

If an admin has “Recommend” privileges but not “Order” privileges, they can create an order but not submit it.  The process is exactly the same until the final step when they only have the option to “Save Order for Approval”.

  1. Go to your ebrary site at http://site.ebrary.com/lib/xxxxx
    where xxxxx is your ebrary site name (often same as domain name)
  2. Sign in using a username that has Admin-tab ordering privileges
  3. Click on the “Admin” tab, then the “ACQUISITIONS” tab
  4. Click on “Perpetual Access“, then click the “Advanced Search” button
  5. It should come up with the “All Purchasable” collection already selected
    IMPORTANT! To purchase titles already on your ebrary site, you need to change the collection to “All” (instead of “All Purchasable”)
  6. Set your search criteria.  Click the + sign to add additional search lines
  7. Select “Search ebrary” down below the search criteria
  8. For prices to show, click the “Long” button to see full info for each title
  9. Click to select each title you want to recommend
  10. When you have all the titles selected that you want to recommend,
    click the “Prepare to Order Selection” button
  11. The system will then tell you which titles are available, etc.,
    click “Order available documents
  12. You’ll then be on a page titled “Select Documents to Order”,
    click to select SUPO, 3USER or MUPO for each title
    (Note, some titles are not offered as 3USER or MUPO)
  13. Click “Review Order
  14. Click the “Save Order for Approval” button

Admins with “Order” and/or “Recommend” privileges can check the status of all orders using the “ORDERS” tab.  Orders saved for approval have status “Open“.

Admins with “Order” privileges can submit “Open” orders:

  • Under the “ORDERS” tab, click on the title of the “Open” order
  • Click “Review Order
  • Click “Submit Order

Admins with “Order” privileges can also delete “Open” orders:

  • Under the “ORDERS” tab, click the “Delete” button for the “Open” order