Difference between revisions of "How to Use AccessText for Publishers"

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*'''Publisher FTP:''' You provide a link to your own ftp site on the ATN request record.
 
*'''Publisher FTP:''' You provide a link to your own ftp site on the ATN request record.
 
*'''Email:''' You send a separate email to the Authorized User providing them instructions for how to get the file.
 
*'''Email:''' You send a separate email to the Authorized User providing them instructions for how to get the file.
*'''Mail:''' Rarely used. Mailing the file on CD/DVD/thumb drive to the Authorized User.
 
  
==Fulfilling with Stored File==
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===Fulfilling with Stored File===
 
*Navigate to the title record, scroll down and click on the Stored Files tab.
 
*Navigate to the title record, scroll down and click on the Stored Files tab.
 
*Click on Store a File Format, select the format and click Save
 
*Click on Store a File Format, select the format and click Save
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*Click the yellow box in the top right hand corner to view previous requests for the title.
 
*Click the yellow box in the top right hand corner to view previous requests for the title.
 
*Click on the pending request.
 
*Click on the pending request.
*Click on Fulfill
+
*Click on Fulfill.
 
*Populate the Fulfillment Method (Stored File) and the Format Delivered fields and click Save.
 
*Populate the Fulfillment Method (Stored File) and the Format Delivered fields and click Save.
  
==Fulfilling with FTP==
+
===Fulfilling with FTP===
*Click the Fulfill button at the top right of the Request record
+
*Click the Fulfill button at the top right of the Request record.
 +
*Populate the Fulfillment Method field with FTP.
 +
*Populate the Format Delivered field.
 +
*Upload a file and click Save.
 +
 
 +
===Fulfilling with Publisher FTP===
 +
*Click the Fulfill button at the top right of the Request record.
 +
*Populate the Fulfillment Method field with Publisher FTP.
 +
*Populate the Format Delivered field.
 +
*Populate the Download Link field. Provide the Authorized User with a link to your ftp where they can download the file.
 +
*Click Save.
 +
 
 +
===Fulfilling with Email===
 +
*Click the Fulfill button at the top right of the Request record.
 +
*Populate the Fulfillment Method field with Email.
 +
*Populate the Format Delivered field.
 +
*Click Save
 +
*Send the Authorized User an email with the file attached or with a link to download the file.

Revision as of 11:16, 29 September 2017

THIS PAGE IS IN THE PROCESS OF BEING WRITTEN

Fulfilling Requests

Which Fulfillment Method Should I Choose?

  • Stored File: If you'd like to automate the process as much as possible then you will want to store a file on the title record so that future requests for that title can be auto-fulfilled.
  • FTP: This allows you to store a file on a single request record for up to 45 days and then it is auto-deleted.
  • Publisher FTP: You provide a link to your own ftp site on the ATN request record.
  • Email: You send a separate email to the Authorized User providing them instructions for how to get the file.

Fulfilling with Stored File

  • Navigate to the title record, scroll down and click on the Stored Files tab.
  • Click on Store a File Format, select the format and click Save
  • Click on Upload a File.
  • Once the file is uploaded, click on the ISBN 13 to navigate back to the title record.
  • Click the yellow box in the top right hand corner to view previous requests for the title.
  • Click on the pending request.
  • Click on Fulfill.
  • Populate the Fulfillment Method (Stored File) and the Format Delivered fields and click Save.

Fulfilling with FTP

  • Click the Fulfill button at the top right of the Request record.
  • Populate the Fulfillment Method field with FTP.
  • Populate the Format Delivered field.
  • Upload a file and click Save.

Fulfilling with Publisher FTP

  • Click the Fulfill button at the top right of the Request record.
  • Populate the Fulfillment Method field with Publisher FTP.
  • Populate the Format Delivered field.
  • Populate the Download Link field. Provide the Authorized User with a link to your ftp where they can download the file.
  • Click Save.

Fulfilling with Email

  • Click the Fulfill button at the top right of the Request record.
  • Populate the Fulfillment Method field with Email.
  • Populate the Format Delivered field.
  • Click Save
  • Send the Authorized User an email with the file attached or with a link to download the file.