Follett Bookstore: Concierge

📌 Purpose

  • Details the process and related options for managing book orders or "adoptions"by CONCIERGE.

👥 Audience

  • Faculty / Staff

🖥️ Applies To

  • Web Based

🛠️ Instructions

Discovery

The DISCOVERY page prompts the user to enter the site with a specific function. 
The functions include CONCIERGE [adopt on behalf of faculty] or ADMINISTRATOR [manage or approve materials for your department].

 

Classic Vs. New

The default view is the older layout which is being phased out. Even is you are familiar with the classic layout of the Follett platform, you should select the NEW view.


Terms

Your first option set will likely be the TERM. 
The TERMS are not organized as they are in Canvas, but strictly by the time the courses span.
As you will see, there are filtering tools which facilitate course navigation.
 

Course Selection

After selecting the term, select the course code. 
After the TERM and COURSE is set, there are two options, one to create and acquisiiton through OPEN ADOPTIONS and the other to review and edit SUBMITTED ADOPTIONS.
 

Open Adoptions

After seleting a course code, a list of classes will populate the column. Select a specific class and enter a title or ISBN to locate and select a publication. 
 

Adoption List 

After selecting a publication, you are able to select the VIEW option to set parameters for that publication.
Parameters include FORMAT and USAGE. The default settings are for a PRINT FORMAT and a REQUIRED USAGE. 
Select the ADOPT button to start the request process.
 

Analytics

The Analytics item on the menu is an overview that is based-on the term. You can test this out by selecting a different time frame from the drop down menu.
The other useful function is to create a REPORT. 


 

Create Reports

In the overlay, the user is able to filter the course selection.

  1. Select the TERM
  2. Select the DEPARTMENT
  3. Select the COURSE
  4. Create a name for the report


Save and Print Reports

The report can be saved and also printed! 




💡 Troubleshooting & Tips

  • Issue: Quick fix or workaround step.
  • If the issue persists, contact the Technology Services Center.

 

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