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    Approving and Assigning Deposits

    Translatable

    To approve deposits, you must have one of the following roles:

    • Deposit Operator

    • Deposit Operator Extended

    • General System Administrator

    Approving Deposits

    Digital content submitted by a patron must be approved on the Approve Deposits page (Resource Management > Deposits > Approve Deposits) before it can be added to the repository. From this page, you have the option to approve, decline, or return content.
    approve_deposits_new.png
    Approve Deposits

    You can also open to a specific tab directly 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:
    1. Open the Approve Deposits page (Resource Management > Deposits > Approve Deposits).

    2. Select one of the following tabs: Assigned to Me, Unassigned, or Assigned to Others.

    3. Select the deposits that you want to process.

    4. Select Process Selected and choose one of the following actions:

     
    To process a single deposit:
    1. Open the Approve Deposits page (Resource Management > Deposits > Approve Deposits).

    2. Select one of the following tabs: Assigned to Me, Unassigned, or Assigned to Others.

    3. Select the title of a deposit. The following tab appears:

      approve_deposits2_new.png

      Approve Deposits Information
    4. Review and update the following information as needed for the deposit:

      • 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.

    5. Select one of the following buttons that appear on the top of the page:

    6. If you approved, declined, or returned a deposit, a preview of the email that is sent to the depositor appears. You can add a note and edit these emails prior to selecting Send EMail. For the declined and returned emails, you can also select a reason from the drop-down list. To configure the default emails. see Configuring Patron Deposit Templates

      approved_email_new.png

      Approved Email Message
      decline_email_new.png
      Declined Email Message
      returned_email_new.png
      Returned Email Message

    Assigning Deposits

    You can assign deposits to another user.

    To assign deposits to another user:
    1. Select the deposits that you want to assign to another user.
    2. Select Assign Selected > Assign to. The following appears:

      assign_to.png

      Assign To
    3. From the Assign to drop-down list, select the user to which you want to assign the deposit.
    4. Enter a note, if desired.
    5. To send an email notification to the person to which you assigned the deposit, select Send Email.
    6. Select Assign.

    The deposit is assigned.

    You can release an assigned deposit and make it unassigned.

    To release a deposit:
    1. Select the deposit you want to release.
    2. Select Assign Selected > Release Assignment.

    The deposit is unassigned and appears in the Unassigned tab.

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