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 Using TitleDirect
Getting Started
Logging In
Quick Actions
Recommend a Title
Add Comment(s)
View Comment(s)
Submit Recommendations to Reviewer
Add List Note
Mark Titles for Order
Set Quantities
Save Changes
Submit List for Order


Getting Started

About TitleDirect
netLibrary’s TitleDirect program lets you know quickly and efficiently when new eBooks of interest to your library are available. Using profiles created by your library, netLibrary will automatically generate and send you via email lists of new eBooks, which you can then share with colleagues and use to select titles for purchase and to place your eBook order electronically. Your TitleDirect administrator decides who participates and what content areas should be included in your library’s profiles, and you can customize your TitleDirect lists to meet your preferences. With TitleDirect, netLibrary further simplifies the process of adding eBooks to your collection.


Logging In
Only individuals who have been approved as TitleDirect users by their organization’s TitleDirect administrator will be allowed to log in to the TitleDirect interface.

Enter your user name and password in the fields provided.

Click Log in to access TitleDirect. After you successfully log in to TitleDirect, the home page is displayed with options appropriate for your assigned security level.
    Reviewers may view lists, lock lists, print, download, email, order or remove (delete) lists. Reviewers may select items for purchase, set quantities, and add comments or messages to the list as a whole.

    Selectors may view lists, print, download, email lists, make recommendations for purchase, and add title-level comments.

    Users with read-only access may view lists, print, download, email lists.

Quick Actions
Users with more than one security level (Reviewer, Selector, or Read-only) will be able to view the different types of lists using the links (example: Notice: You are also classified as a Selector (view Selector Lists) and a Read-only user user (view Read-only Lists) or the Reviewer, Selector, and Read-only buttons in the top navigation bar.

Select a list name and a quick action and click the go button.

    Open Selected List
      View the titles generated by a TitleDirect profile for a selected time period.


    Lock or Unlock List
      (Reviewer option only) Close or open a list for further comments from selectors. Lists submitted as an order for purchase will be automatically and permanently locked.


    Printer Friendly View
      Display a list in a printer-friendly (fewer graphics) view.


    Download List
      Export a list in an electronic format suitable for upload to a spreadsheet.


    Email List
      Send the list as an attachment to an email address of your choice.


    Order This List
      (Reviewer option only) Send the list to netLibrary to place an eBook order.


    Remove This List
      (Reviewer option only) Delete the list (all users will permanently lose access to the list).

Working with TitleDirect Lists

Recommend a Title
(Selector option only) Click on the checkbox in the Check to Recommend Title column for the title you wish to recommend for purchase.


Add Comment(s)
(Selector option only) To add a title-level comment for a specific eBook, click on the Add Comment link. Type in your comment and click save. Your comments will be viewable by all other users of this list.


View Comment(s)
To see comments submitted by all selectors for this title, click on the view comments link. Summary information for this title will display, followed by the comments of all selectors submitted to date for this eBook.


Submit Recommendations To Reviewer
(Selector option only) Send an email message to all Reviewers to indicate that you have completed recommendations for the list.

Open a list and choose Submit My Final Recommendations from the Quick Action pulldown menu at the top of the page.

Add List Note
(Reviewer option only) Type the list note in the dialog box at the bottom of the list page. This note will appear in the header for the list when viewed by any user with access.


Mark Titles For Order
(Reviewer option only) Select titles you would like to order by placing a checkmark in the Select column next to the title.


Set Quantities
(Reviewer option only) Type in the number of copies of the title you would like to purchase.


Save Changes
Save changes you have made to a list by selecting the Save Changes option from the Quick Action box at the top of the list page. Deselected titles will remain on the list for future reference.


Submit List for Order
(Reviewer option only) Select the Order This List option from the Quick Action box at the top of the list page. This will submit the selected items in the list to netLibrary as an eBook order. Deselected titles will remain on the list, but will not be submitted for order.

 


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