To approve deposits, you must have one of the following roles:
- Deposit Manager
- Deposit Operator
- Deposit Operator Extended
- General System Administrator
Deposits submitted by patrons must first be approved before their contents enter the repository. You approve or reject deposits on the Approve Deposits page (Resource Management > Deposits > Approve Deposits). You can also view this page starting on a specific tab by selecting one of the following tasks in the Tasks List in the persistent menu (see Tasks in the Task List).
- Approve Deposits - Assigned to Me
- Approve Deposits - Unassigned
- Approve Deposits - Assigned to Others
To process multiple deposits, select the deposits and click Process Selected to perform the following actions:
- Approve – Approve the deposits.
- Decline – Reject the deposits. Rejection emails are sent to the depositors. To configure the available reasons, see Configuring Deposit Decline Reasons.
- Return – Return the deposits to the depositors for correction. To configure the available reasons, see Configuring Deposit Return Reasons.
To process one deposit, click the title of a deposit. The following tab appears:
Approve Deposits Information
The following actions are available on this tab:
- From the Approve drop-down list you can perform the following actions on the depositThe following buttons appear at the top of the page:
- Approve – Approve the deposit.
- Decline – Reject the deposit. A rejection email is sent to the depositor. To configure the available reasons, see Configuring Deposit Decline Reasons.
- Return – Return the deposit to the depositor for correction. To configure the available reasons, see Configuring Deposit Return Reasons.
- Storage Path – View the storage location of the digital file.
- Edit Record – Open the MD editor (requires cataloging permissions).
- Edit Representation – Open the Digital Representation Editor (requires digital inventory editing permissions).
- Record tab – View the bibliographic record of the deposit.
- Notes Tab – Add notes concerning the deposit.
If you approve, decline, or return a deposit, a preview of the email that will be sent to the depositor appears. For the decline and return emails, you can select a reason from the drop-down list. You can also edit the text of the email. To configure these emails. see Configuring Patron Deposit Templates.
Approved Email Message
Declined Email Message
Returned Email Message
If the deposit is approved, declined, or returned, an email is sent to the depositor. For information on configuring the text of these emails, see Configuring Deposits.