Step by step toolkit of the OpenEdition ebooks back office for librarians. Quote, purchase, Marc records download, bundle content, etc. Ebooks in the humanities and social sciences.

1. How to best use your
personalized library back office
of OpenEdition Books?

2. Login on the webpage:
http://freemium.openedition.org/library
Should you have any problem with your login and password or wish to update
them, please contact us at library-support@openedition.org

3. Your dashboard

4. Homepage of your library account
Language
choice
Your
university
Logout

5. Homepage of your library account: the dashboard
Six sections in your dashboard to best manage
your collections and purchase

6. The catalogue

7. Catalogue of OpenEdition Books: by book or by bundle

8. Export the full title list (excel spreadsheet)
Select the ‘General’ tab in ‘Bundles’, select
‘Complete catalogue OpenEdition Books’…
… and click Export to XL
Our XCL export includes: title, author, collection, ISBN, URL, publisher,
publication date, language, prices, ISI, BISAC and OpenEdition index, etc.

9. Catalogue of OpenEdition Books: by book
Export a selection of titles (excel format)

10. Metadata of the books
Commercial
information For more
information
Catalogue of OpenEdition Books: by book
Export the records of all
books

11. Catalogue of OpenEdition Books: by book
Sort the title list by publisher, title or price
Search by keyword
Number of books
displayed
State of the book:
‘published’

12. Select titles to:
- Add to cart (permanent
purchase or rental)
- Get records Marc or Unimarc
Select all
books
Select a few
titles
Catalogue of OpenEdition Books: by book

13. Get more
information
about a title
Catalogue of OpenEdition Books: by book
See the
ebook on
OpenEdition
Books

14. Once clicked on ‘Show details’
Commercial
information
Metadata
Abstract
Various options
Belongs to
these bundles:

15. Once clicked on ‘Read on OpenEdition
Books’
Friendly return to the public interface to
possibly browse the book, get some more
information… Click ‘back’ to go back to the
library backoffice.

16. Bundles by discipline, selection, publishe
theme (language, area, period of time…)
language of publication…
Gross price
Export the records of
the bundles
List of bundles

17. Calculate your net price, which will
take into account your discounts +
previous purchases

18. For more
information
on each
bundle: click
on it
List of bundles

19. Example of a bundle
Bilingual presentation of the bundle
Links towards OpenEdition Books
Titles included in bundle
ExportPurchase Rent

20. Create a shopping cart, ask for a
quotation, confirm your order, etc.

21. Create a new shopping cart
- Enter a name
- Save it

22. Check all saved shopping carts
Select one or more shopping
cart(s) to delete / merge or
rename it(them)
Click on a shopping cart
to edit it / amend it

23. Select this cart to amend it (add ebooks or bundles to it)

24. this is the cart you have selected
Number of ebooks / bundles in your cart

25. Select
some
books /
bundles in
the
catalogue
and add
them to
your
shopping
cart
or
Two options : permanent
purchase (ownership) or annual
purchase (rental)
Add titles into your shopping cart
Alternative: import a list of titles (e-ISBN
needed). See slides 24-25-26

26. In your shopping cart
To import a list of titles into your shopping
cart, click here
(e-ISBN needed)

27. Click here and copy / past the list of e-ISBN
Import a list of titles (e-ISBN needed)

28. Copy / paste here the list of e-ISBN and click on ‘Import’

29. Back to your shopping cart
To view your shopping cart, click here
(3 books and 2 bundles have been saved
in the shopping cart)

30. Export the
shopping cart
Duplicate
Print
Bundles selected
Books selected
Bundle discount +
duplications deducted
Quantity discount deducted
Special discount deducted
Net price
Your shopping cart
Type of purchase: permanent or annual
Bundle discount deducted

31. Ask OpenEdition
for a quotation
Once your shopping cart is finalized…

32. You will receive your quote
from us within a few days
It is only possible to ask for a
quote at a time

33. Before you have received your quotation back from
OpenEdition, your request for quotation is registered as a
pending quotation

34. Once confirmed, your quote is saved here. To confirm your
order, please open it and ‘Validate the order’.
Your saved quotations

35. To confirm your order click on ‘Validate the
order’ and send us your signed quote with
‘Valid for agreement’ by email

36. You will receive shortly an
email from us confirming that
we have opened the access to
these titles

37. Your past orders
Check your past orders

38. Your acquisitions
Sorted out
by type of
purchase:
annual
(rental) or
permanent
Get the records of selected books (or all books)
All the books you purchased are listed here. Click on ‘Acquisitions’ to see the
permanent purchased titles, on ‘Rentals’ to see the rent titles.
export the title list into XLS (whole list or a selection)

39. Better discoverability:
- Ask for the enriched Marc
records from SUDOC
- Check our kbart data online

40. do not hesitate to contact us:
library-support@openedition.org
+33413 551297 or 550227
https://openedition.org/
For any further
information: