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This feature allows you to define input forms so that OPAC users can introduces the facility for end users to submit records for inclusion in the cataloguedatabase. Typical uses of this would be submission of:

  • electronic documents
  • interlibrary loan requests
  • literature search requests
  • enquiries

Library Administrative staff are notified by email of the submissionseach submission, and can then review the record to see whether it should be included published in the catalogue database or not. Optionally, emails email templates can be set up to be sent to the user to tell them the end user whether their record has been accepted or not.


Setting up the forms and emails

There are a number of steps required to implement this , which are carried out in different areas of the application. function. It requires System Administrator privileges and an understanding of the different areas that the application can be customised. If assistance is needed please consult the Help Desk.

These are:

  1. define which Record Types you will allow submissions for
  2. define which fields are to be shown on the user's input form
  3. define the library email address to which notification emails should be sent, for each OPAC 
  4. enable the document submission link on the menu bar for OPAC users
  5. set up templates and tasks for the emails
  6. for the Access Permissions for OPAC users, allow Edit on the Record Type(s)
  7. in OPAC Maintenance, specify which Access Permissions apply for the Guest and Named OPAC users

 

Managing the submissions

Once a record has been submitted by an OPAC end user, library administrative staff will receive an email containing a link to the submitted record (as per item 3 above). Deciding whether to accept or reject the record is the last final part of this process.

Records waiting for approval do approval are not appear published in the OPAC, as they are unpublisheddatabase and therefore are not seen by end users and are excluded from search results presented to end users.