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ProQuest OASIS

OASIS Login and Landing Page

 

When you first log into a session you will see a pop-up when there is new information regarding OASIS such as the following:

What's New in OASIS?  Introducing Curated by ProQuest

You will be presented with a couple of choices in the lower right.  One to Dismiss which will close the pop-up until new news becomes available.  The other is Hide which will simply close the pop-up during your current session.

Once you close the What’s New popup you will see the OASIS Home pageThis is where you can set your preferred landing page.

  • The Home page is always accessible from the OASIS icon in the upper left corner.  It simply confirms your level of access and gives you the opportunity to select a landing page that is more suited to your workflow needs. 
  • If you are a Selector the Ratifier should read No, this means your selections are sent to your ‘Ratifier’ for authorization / ordering. This example shows the user is a Ratifier’.

Landing page.  Set preferences. 

  • To select a different opening page, simply click on the radio button next to the relevant section (i.e., Home as in the screenshot above).  

A small dot will appear. Click 'Save'

Logging into OASIS is easy.  You can access and bookmark OASIS at https://oasis.proquest.com.

OASIS Optimized Search, Selection adn Ordering

Login using the USER NAME and PASSWORD sent to you via email from oasis@couttsinfo.com or supplied via your OASIS Administrator.

If you forgot your username and password simply click Forgot Password.


Selector Basic Workflow

 

The Selector is the person within the library responsible for the selection of books for the purpose of placing orders.

As a selector you will discover items by clicking Search All Titles

1. You can use the Advanced Search or the Simple Search .  You can switch between search forms using the link at the bottom of each form. One helpful feature in either search form is the ability to search by multiple ISBNs at the same time.  This will provide an exact match for the titles you wish to add to your collection.  A comma or a space can be your separator.

2. Discover items you wish to select from Search Results screen.

3. Mark items that you wish to process/ select either by marking individual titles or selecting Mark All.

4. Add selected items to Shopping Cart.

5. To complete your work as a selector, you will need to process your items in the Shopping Cart and send them to your Ratifier.


OASIS TItle and Tile Details page

Check the box for the items you need to send to Ratifier for processing and select either Add to Cart, or Express Checkout.

After the List is sent to the Ratifier, a status note is available for each item for tracking. 

OASIS Sent to Ratifier


Ratifier Basic Workflow

 

The term Ratifier (usually someone from Acquisitions) is used to describe the person or persons authorized to send orders to ProQuest Coutts.   In these instructions we will focus on the process (check out type) referred to as Create Firm Order.

User accounts are setup by ProQuest in the OASIS backend system and then the library account administrator sets access levels for individual users.  The Administrator can assign a user or generic user with ratification rights.  More administration features and responsibilities are describe in the OASIS Help Portal.

As a Ratifier once you login to OASIS go to:

1. Authorize orders

Process various orders by day as sent to you by selectors.

Numbers in parenthesis to the right indicates there are items to be processed and the total number of items.

Orders can also be processed from any list where you see an Action arrow with the ordering option, such as Shopping Cart

Authorize Orders, however, is where all selections sent to a Ratifier will accumulate.  Selections arrive in Authorize Orders with an action already noted above the green Action arrow.

2. Edit Order Template Form

Make sure order form has all necessary fields properly filled out and apply template to all items you want to order together.

Most workflows require order information to be added by a Selector prior to sending their selection to Acquisitions.  But, if this is done in Acquisitions or if the information needs editing go to the Action arrow and make the changes in the Order Info, then save.

If you are creating or editing information on a single title select Save Order Info for: This title.  If you are creating or editing information to all titles on the list then select the button for All  Titles on List at the top of the box.  If you are changing a field previously filled you will need to use the Overwrite option at the top of the Order Info form.

3. Process List and Create Firm Order

This is the last step in Ratifier workflow.

Click Process List to open a dialog box.  You will see the number of orders being placed on the right.  Check the box which says Checkout Orders.  As mentioned in the beginning we are using the checkout type Create Firm Order which sends the order via the web to ProQuest through OASIS.   Your final action is to select the Process button at the bottom of the box.  For this process we are done.

Workflow Recap:

Select Authorize Orders from the main menu.

If no edits or changes need to be made click Process List, check the Create Firm Order box and select the Process button. You will see an on screen confirmation that your orders have gone through.

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When you select Authorize Orders in the menu you are taken directly to the current Authorize Orders list, which we can confirm from the bolder header.

When clicking on a title, you see the following screen.

 

If you are creating or editing information on a single title select Save Order Info.  If you are creating or editing information to all titles on the list then select the button for Overwrite order info  at the top of the box.  If you are changing a field previously filled you will need to use the Overwrite option at the top of the Order Info form.

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Titles arrive in the Authorize Orders list with the action already set to Order.  You can immediately order each title individually using Order Now from or order all checked titles using Express Checkout.

If there is a title that you want to save and order later you can uncheck the box next to the item.  This title will remain in Authorize Orders until it is actioned and processed.

Click Express Checkout  to open a dialog box.  You will see the number of orders being placed on the right.  Your final action is to select the Process button at the bottom of the box.  For this process we are done.


MARC Records

 

There are two options for obtaining MARC records from ProQuest OASIS, Enhanced MARCs and Order Level MARCs.

Click on the following link to know more about MARC records:


Management Reports

 

ProQuest OASIS provides you with a variety of report to track expenditures and usage

Click on each of the following reports to run it on OASIS platform (login required):