How to Use AccessText for Publishers

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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.

Fulfillment method.jpg

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.

Fulfilled By

Fulfilled by and store a file.jpg

APPROVING REQUESTS

If your chosen Settings on your Publisher Profile do not allow for automatic approval of file and permission requests, then all requests that are made to you will first be in the status of pending approval.

  • Click the Approve button at the top right of the Request record and then click Save.
  • The request's Status will now either be Pending Fulfillment or Fulfilled depending on the Settings on your Publisher Profile.

DENYING REQUESTS

  • Click the Deny button at the top right of the Request record.
  • Populate the Denial Code.
  • If the 'Denial Reason or Information' field appears, you may populate it.
  • Note that the blue box on the right will modify the title record.
    • Edit title on a request.jpg
    • Checking the box for Title Unavailable will disallow ALL future requests for this ISBN.
    • Checking the box for Publisher File Unavailable will disallow ALL future requests for a publisher file for this ISBN, but will allow permissions requests.
    • Please always add a Title Note when checking one of these boxes. Authorized Users will be presented with your Title note when they try to request the ISBN as shown in the below screenshot.

Title notes on request record.jpg