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Toolkit library back office of OpenEdition Books

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Step by step toolkit of the OpenEdition ebooks back office for librarians. Quote, purchase, Marc records download, bundle content, etc. Ebooks in the humanities and social sciences.

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Toolkit library back office of OpenEdition Books

  1. 1. How to best use your personalized library back office of OpenEdition Books?
  2. 2. Login on the webpage: http://freemium.openedition.org/library Should you have any problem with your login and password or wish to update them, please contact us at library-support@openedition.org
  3. 3. Your dashboard
  4. 4. Homepage of your library account Language choice Your university Logout
  5. 5. Homepage of your library account: the dashboard Six sections in your dashboard to best manage your collections and purchase
  6. 6. The catalogue
  7. 7. Catalogue of OpenEdition Books: by book or by bundle
  8. 8. Export the full title list (excel spreadsheet) Select the ‘General’ tab in ‘Bundles’, select ‘Complete catalogue OpenEdition Books’… … and click Export to XL Our XCL export includes: title, author, collection, ISBN, URL, publisher, publication date, language, prices, ISI, BISAC and OpenEdition index, etc.
  9. 9. Catalogue of OpenEdition Books: by book Export a selection of titles (excel format)
  10. 10. Metadata of the books Commercial information For more information Catalogue of OpenEdition Books: by book Export the records of all books
  11. 11. Catalogue of OpenEdition Books: by book Sort the title list by publisher, title or price Search by keyword Number of books displayed State of the book: ‘published’
  12. 12. Select titles to: - Add to cart (permanent purchase or rental) - Get records Marc or Unimarc Select all books Select a few titles Catalogue of OpenEdition Books: by book
  13. 13. Get more information about a title Catalogue of OpenEdition Books: by book See the ebook on OpenEdition Books
  14. 14. Once clicked on ‘Show details’ Commercial information Metadata Abstract Various options Belongs to these bundles:
  15. 15. Once clicked on ‘Read on OpenEdition Books’ Friendly return to the public interface to possibly browse the book, get some more information… Click ‘back’ to go back to the library backoffice.
  16. 16. Bundles by discipline, selection, publishe theme (language, area, period of time…) language of publication… Gross price Export the records of the bundles List of bundles
  17. 17. Calculate your net price, which will take into account your discounts + previous purchases
  18. 18. For more information on each bundle: click on it List of bundles
  19. 19. Example of a bundle Bilingual presentation of the bundle Links towards OpenEdition Books Titles included in bundle ExportPurchase Rent
  20. 20. Create a shopping cart, ask for a quotation, confirm your order, etc.
  21. 21. Create a new shopping cart - Enter a name - Save it
  22. 22. Check all saved shopping carts Select one or more shopping cart(s) to delete / merge or rename it(them) Click on a shopping cart to edit it / amend it
  23. 23. Select this cart to amend it (add ebooks or bundles to it)
  24. 24. this is the cart you have selected Number of ebooks / bundles in your cart
  25. 25. Select some books / bundles in the catalogue and add them to your shopping cart or Two options : permanent purchase (ownership) or annual purchase (rental) Add titles into your shopping cart Alternative: import a list of titles (e-ISBN needed). See slides 24-25-26
  26. 26. In your shopping cart To import a list of titles into your shopping cart, click here (e-ISBN needed)
  27. 27. Click here and copy / past the list of e-ISBN Import a list of titles (e-ISBN needed)
  28. 28. Copy / paste here the list of e-ISBN and click on ‘Import’
  29. 29. Back to your shopping cart To view your shopping cart, click here (3 books and 2 bundles have been saved in the shopping cart)
  30. 30. Export the shopping cart Duplicate Print Bundles selected Books selected Bundle discount + duplications deducted Quantity discount deducted Special discount deducted Net price Your shopping cart Type of purchase: permanent or annual Bundle discount deducted
  31. 31. Ask OpenEdition for a quotation Once your shopping cart is finalized…
  32. 32. You will receive your quote from us within a few days It is only possible to ask for a quote at a time
  33. 33. Before you have received your quotation back from OpenEdition, your request for quotation is registered as a pending quotation
  34. 34. Once confirmed, your quote is saved here. To confirm your order, please open it and ‘Validate the order’. Your saved quotations
  35. 35. To confirm your order click on ‘Validate the order’ and send us your signed quote with ‘Valid for agreement’ by email
  36. 36. You will receive shortly an email from us confirming that we have opened the access to these titles
  37. 37. Your past orders Check your past orders
  38. 38. Your acquisitions Sorted out by type of purchase: annual (rental) or permanent Get the records of selected books (or all books) All the books you purchased are listed here. Click on ‘Acquisitions’ to see the permanent purchased titles, on ‘Rentals’ to see the rent titles. export the title list into XLS (whole list or a selection)
  39. 39. Better discoverability: - Ask for the enriched Marc records from SUDOC - Check our kbart data online
  40. 40. do not hesitate to contact us: library-support@openedition.org +33413 551297 or 550227 https://openedition.org/ For any further information:

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