This article helps librarians on a Professional or Enterprise Engage tier take more active control of how purchase types are set up for their Engage account.
This article is for LIBRARIANS. 🖥️📗😍
Ebooks that have not yet been bought or licensed for your digital library can be purchased through Engage, using your pre-loaded account balance.
If you are on a Professional or Enterprise Engage tier, you can decide whether these purchases should be made only by the librarian (including a user with the Finance role), or by anyone using your institution’s digital library (patrons). 👩🏫📚👧
🤓If your purchasing type if set to ‘Librarian purchasing’, users will be able to request that a library book be purchased, and a librarian or a user with the Finance role will be able to approve or deny the transaction in the Finance ‘Requests’ section of Engage.
🎓If your purchasing type is set to ‘Patron purchasing’, patrons (i.e. library users) are given permission to add books that they need to your institution’s library collection, without requiring purchase permission. This works best for large institutions where librarian approval for each book is not feasible.
🎓💸 If you've selected 'Patron purchasing' but you haven't loaded an account balance, library users will not be able to check out titles that are not already owned by your institution.
To set your preferred purchasing type for your institution:
- Navigate to 'Settings' when logged in to Engage.
- Scroll down to ‘Purchasing Type’.
- Select ‘Librarian purchasing’ or ‘Patron purchasing’.
- Click ‘Save’.
Need help? Contact us at firstname.lastname@example.org or send us a chat message in Engage using the chatbot in the bottom right-hand corner of your screen.
If you are on the Basic tier on Engage, you'll need to upgrade to Professional or Enterprise to gain access to this feature. Reach out to our Education team to discuss your options.