1. How to place an order

Instructor

These guidelines are meant to convey the actions an Instructor or Faculty role would take to place an order.

Upon logging in to the Order Tool, Instructors are brought to the Courses page and may begin placing an order. Instructors will only see Courses that are valid for an open ordering period. Instructors will identify the Course they are assigned to teach for an upcoming term and select the Sections for which they would like to place an order. The upcoming term, duration of that term, and Course description are present so that Instructors can easily identify the orders they would like to place.

Instructors may follow these steps to successfully place an order:

• Identify the Course you're assigned to teach for an upcoming term.

• Select Start Order for the identified Course.

• Select the Sections for which you want to include in your order.

• The sections are listed by their Section number.

• Continue to the Content ordering workflow.

• Enter key terms to search for digital content available at your institution.

• You may search the digital content library by typing in an ISBN, Title, Author.

• You must enter at least three characters into the search bar to identify content.

• Content items display:

• Title

• Authors

• ISBN

• Publisher

• Add the digital content that you would like to order to your shopping cart.

• Look for Add buttons.

• Describe the shopping cart UI

• Select Review to inspect, edit, and confirm your content selections.

• This is a final review of your order. You will not be able to make modifications to your order after selecting Place Order.

• Indicate whether or not you stand to earn royalties from the student purchase of any content included in your order.

• Not all institutions will have a policy to capture the approval of royalty payments.

• This option is configurable at an institutional level and does not have to appear in all sites.

• Select Place Order to complete your order.

• Your content selections have been submitted.

• If you ordered digital textbooks, they will automatically be delivered in Engage. If you ordered a digital product, it will be configured for your course in advance of the term.

At any time within the ordering workflow, modifications may be made to your order.

Course Coordinator

These guidelines are meant to convey the actions a Course Coordinator role would take to place an order.

Upon logging in to the Order Tool, Course Coordinators are able to place orders for each of the Courses and their associated Sections pertaining to an institutional term on behalf of faculty and instructors. The user interface for a Course Coordinator will differ from that of a Faculty/Instructor role. Course Coordinators are only permitted to submit orders for a range of courses.

Permissions are granted to Course Coordinators by an institutional administrator. There are four parameters that configure a Course Coordinator’s permissions: Campus, Organization, Course level, and Course subject. These parameters may not be enforced by all institutions and are subject to an institution’s own departments of communication.

Course Coordinators will be able to identify the instructor(s) for whom they are placing the order for in the Order Tool. The upcoming term, duration of that term, and Course descriptions are present so that Course Coordinators can easily identify which orders they would like to place. The ordering process is particular to an instructor’s Courses taught.

Course Coordinators may follow these steps to successfully place an order:

• Identify the instructor for whom you are placing an order.

• Identify the Course that the instructor is assigned to teach for which you want to order content.

• Select Start Order for the identified Course.

• Select the Sections of the instructor’s Courses for which you want to include in your order.

• Unassigned Sections of a Course are grouped together – you can order for these, too.

• You may add Sections to an existing order for an instructor/course combination.

• Continue to the Content ordering workflow.

• Search for, and select, digital content available at your institution.

• You may search the digital content library by typing in an ISBN, Title, Author, or Publisher.

• You must enter at least three characters into the search bar to identify content.

• Add the digital content that you would like to order to your shopping cart.

• Select Review to confirm your content selections.

• This is a final review of your order. You will not be able to make modifications to your order after selecting Place Order.

• Indicate whether or not the instructor stands to earn royalties from the student purchase of any content included in your order.

• Not all institutions will have a policy to capture the approval of royalty payments.

• This option is configurable at an institutional level and does not have to appear in all sites.

• Select Place Order to complete your order.

• Your content selections have been submitted.

• If you ordered digital textbooks, they will automatically be delivered in Engage. If you ordered a digital product, it will be configured for your course in advance of the term.

Instructor/Course Coordinator

Some users will function as both an Instructor and a Course Coordinator. The Instructor/Course Coordinator user experience will consist of two tabs:

1. Courses you teach

2. Courses you order for

This is the only user interface difference from that viewed by an Instructor or a Course Coordinator. This combined role has permissions to order as both an Instructor and a Course Coordinator. Orders as an Instructor role and orders as a Course Coordinator role must be placed separately. They cannot be combined.

This article assumes that the user has already selected Course sections for which to submit an order.

Topics:

1. Searching for content
2. Submitting a content request
3. Using the shopping cart
4. Review and submit order

Searching for content

Search for content, select and add content to your shopping cart.

 

Shopping cart

Content requests

Submit a content request for content that you cannot find.

 

Review and submit order

Go to order review.

Information presented:

• Date, 
• savings, 
• contents of the shopping cart. 

Confirm order or cancel.

Don't forget: users can also review and cancel their orders throughout the ordering period (but you cannot revise them; to place a different order for the same courses, you must cancel the order and resubmit it).

 

 

 

 

 

 

• Two roles will be covered in this article since each has a slightly different experience
  • Instructors and Course Coordinators
• Article covers the presentation of Courses to the user based on their role
  • The courses presented are only those in an open ordering period
  • The courses presented are those that a user may order for
  • Instructors will see the courses they are assigned to teach
  • Course coordinators will see the courses & instructors they are permitted to order for 
• Once a user selects a course, they then select the Sections to which their order applies
• If sections are added to Courses, instructors and course coordinators may add sections to an order manually
  • Press "Add to order"
• Once an order is placed for a course and its sections, the order can be reviewed and canceled
• There are pagination controls

Course coordinators

1. Identify the instructor for whom you’re ordering
2. Select the course that instructor is assigned to teach and for which you want to order
3. Unassigned sections of a course are grouped together – you can order for them, too
4. Select the sections of the instructor's courses you're ordering for 
5. You may add sections to an existing order for an instructor/course combination
6. Continue to the content ordering workflow