Setting library purchasing types

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 library 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, or by anyone using your institution’s digital library (patrons). 👩‍🏫📚👧

If your purchasing type is set to ‘Patron purchasing’, patrons are given permission to add books that they need to your institution’s library collection, without requiring purchase permission from the librarian. This works best for large institutions where librarian approval for each book is not feasible.

If your purchasing type if set to ‘Librarian purchasing’, the librarian will receive a notification when a student wants to check out an unpurchased book, and the librarian can approve or deny the transaction.

👉 To update your library purchasing type, you will need your school's Engage administrator to help with this.

To set your preferred purchasing type for your institution:

  1. Navigate to Settings in Engage.
  2. Scroll down to ‘Purchasing Type’.
  3. Select ‘Librarian purchasing’ or ‘Patron purchasing’.
  4. Click ‘Save’.

Can't find what you're looking for or need assistance? Contact us at 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.