Requests for your Digital Review Copies will appear on your Review Copies > Constituent Requests page:
Open requests are those that require action. A request will look like this:
At a glance, you can see if a request is coming from an ABA user, if they use Edelweiss Analytics, etc. in the upper right corner. You can also see their Confidence Rating, rated out of 4 stars. The rating uses a simple algorithm based on their on-site activity, their success (or failure) with other DRC requests, whether they’ve been Auto-Approved, blocked, their number of reviews, etc. To see user Edelweiss Profile & Statistics info, click on their name:
This information can be a pretty solid indicator of their ‘legitimacy’ as a reviewer. If a user has a 1-star confidence rating and has been blocked by multiple publishers, you might assume that the user wouldn’t be a “valuable advocate” for your titles.
To see their Request Profile, click the title:
Their Profile should include, in their own words, information on who they are and what they do. Users are encouraged to share their employer and role, or details about their blog or advocacy work.
The Request field is optional on the user end. Here, they can give details about why they want early access to the title.
Note that after opening a user’s Request Profile, you can choose to email them directly (upper right corner).
Based on your own criteria, you can choose to Approve or Decline DRC requests. If you have full trust in the user, you can also choose to Auto-Approve them, which means they’ll no longer need to request your titles, but can simply download them right away. If necessary, you can also Block a user, which means that they won’t even be able to see that you have review copies available; they will no longer be able to request your titles.
If you’d like, you can select a number of requests to Approve or Decline in one convenient swoop. Select requests using the checkmarks, as shown below:
Then, open your Other Actions menu. Here you’ll see that you can perform those same actions in bulk to all selected requests:
Depending on how you like to work, you can even filter / refine your list of requests by specific criteria… like all Booksellers who requested a specific title, and then approve them all at once using the “Select All” and “Approve Selected” functions in the Other Actions menu. You’ll find some handy Refinements in the left-hand column:
When you Approve or Decline a request, you’ll also have the opportunity to send an email message. It’s highly recommended that you do send a message so that users receive email notification of their approval.
This message doesn’t need to be personalized. You can write a generic “Thanks for requesting…” message and set that as your Default message.
Note that if a user has requested multiple titles, it will look like this:
You can approve all requests at once, or process individual title requests separately by using the “thumbs up” or “thumbs down” buttons in the Action column.
Once Approved or Declined, that request will disappear from your Open requests list, and move into Processed:
In your Processed page, in addition to the user’s name, email address, role type, the title they’ve requested, and when they requested it, you’ll also see whether the request was approved or declined, the date it was responded to, and who granted or declined access in the Action column. In the Downloaded column you’ll see the date the user downloaded the DRC, and if they have not downloaded it yet you may still revoke access if you need to for any reason by clicking Undo to put their request back in Open/Pending status.
Go back to the Digital Review Copy Administration training page.