Oasis: Approving Lists

Guide Topic

Approving Lists in Oasis

Instructions, Steps, or Information

Approving Lists in Oasis 

1. Sign into Oasis at https://oasis.proquest.com/ 

 

2. If you have items to be authorized, a blue dot will appear next to Authorize Orders on the top ribbon.

3. Click Review titles, and under MY TITLES, next to Authorize orders, you will see the number of titles awaiting authorization in parentheses. Click Authorize orders.  

 

4. If you wish to check out items in small batches, you can filter results across the top by Week (when the list was submitted), Sort by (Title, Price, etc.) or Selector. 

5. Check the list to make sure all items are the same format (ex. print), have a quantity of at least 1, and a price. Verify that all titles have the same List Title and that the title matches the list title created by the Selector. Make sure the Location and Fund codes are correct.  

6. To view more information about any title, click on the blue title to display the title details drawer.  

7. If there is a red notice above any title, click on the notice for details. 

 

8. Clicking on the Print order – Shipped notice will display a list of users who have already ordered this title (under the Activity Summary tab). If the title was already ordered by your campus, you may check with the librarian to find out if the title is a duplicate, or if we want more than one copy.  

 

9. If the book was added by mistake, click the trash can icon to the right of the book to remove it from the list. 

 

OR check the box to the left of the title and select Remove or Remove and Reject from the Remove drop-down menu at the top of the page.  

 

10. Some older titles will not have the name of the selector. Click on the In Holdings icon to see more information. 

 

11. Check each title to see if items are in stock or can be ordered, if the publisher is reputable (you may wish to delete items from publishers like CreateSpace), if the format is correct (only region 1 DVDs) etc.  Ebooks and print materials also must be kept separate. Remove inappropriate titles as shown in step 9.

 

12. For eBooks, check to make sure titles are not already in the DDA pool, meaning we already have access to the eBook. Click on the In DDA pool icon for more information. 

 

Note that the ISBN numbers may not always match. If an eBook is already in DDA, delete this title as shown in step 7. 

13. Once you have checked the entire list, check the small box at the top left, to select all titles on the list. The blue Submit button will display the number of items being processed as well as the total price.

  

14. Check that the appropriate account is selected next to the Submit button (for instance if Melanie is your campus's approver, select just her name for print material, or her name- EB for eBooks). Make sure you’ve taken note of the list name, number of items, and list total before hitting the Submit button.  

 

Edited 4/24/23 SK

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Details

Article ID: 58
Created
Tue 1/18/22 8:43 AM
Modified
Tue 2/6/24 1:25 PM