RedShelf’s new Adopt tool automates much of the adoption process to provide a faster, simpler way to keep stakeholders on track and on deadline!
- First Time Use
- Creating a Term (Current or Future Terms)
- Modifying an Existing Term
- Adopt Email
- View and Accept Adoptions
- Export CSV or Push to POS
- Something go wrong? Need additional support?
For more information on RedShelf Adopt, please click this link to review our 2018 announcement.
This article walks bookstore managers through the entire Adopt process, from start to finish. Are you an instructor in need of Adopt support? Please click this link to view Adopt resources for instructors.
First Time Use
RedShelf will provide Bookstore Managers with access to the Adopt tool. This is available under the whitelabel site's user menu (e.g.: yourschool.redshelf.com), as shown below:
Creating a Term (Current or Future Terms)
Click on the “Term Management” menu item to see options for creating and editing current or future terms. Users can choose to create a new term by manually uploading a CSV file or importing a term from a POS system. Currently Adopt only supports Nebraska POS integration (more to come!) and it must be configured by an administrator for the “Import from POS” option to become available.
From here, you can export a current term from Nebraska with "Import from POS".
If you'd like to load a past/future term or load non-Nebraska adoptions:
- Click "Create Term."
- Use the template linked at the bottom of the "Create Term" screen (pictured below).
- Make your changes, then drag and drop this into the "Term File" section.
Modifying an Existing Term
Bookstore Managers can edit existing terms by updating the term dates and/or uploading a new CSV file. Terms imported from POS integration can be edited by re-importing the term of the same name.
After reviewing the courses and sections for the term, the bookstore manager can send an email to all professors listed to request adoption submissions.
To email professors, select the “Email” menu item and “Create Email” button. If a template has been created and saved previously, users can select one of the existing templates by clicking the “Use a Template” button.
After creating or editing email content and uploading any required attachments, users can create a template name and save the email for future use. Click “Save & Continue”.
Rules allow users to choose email recipients based on the professor’s adoption status. For example, to notify instructors of open adoptions for each course, select “Open Adoptions” and “Save & Continue”.
Confirm and send the email to professors for open adoptions.
View and Accept Adoptions
Bookstore management can view adoption statuses for the term by clicking the “View and Edit Adoptions” menu item. This table view shows all Courses and Sections and any submitted adoptions. The dashboard at the top shows a summary of adoption statuses at a quick glance.
Open/Flagged adoptions have been reviewed by bookstore management and require the instructor’s attention; Submitted Adoptions are ready for bookstore management to review, and Accepted Adoptions have been confirmed and accepted by bookstore management. Bookstore management can select one or more items in the table to Accept, Flag or Toggle Inclusive Access.
In the table view, uses can also search for and sort the items in the table by course, course number, section, professor name, professor email, title, and ISBN. Clicking any of the individual items in the table view will take the user into the tree view, which will provide additional details at the section level for each course.
Export CSV or Push to POS
Once bookstore management has reviewed and accepted all adoptions, they can export the adoptions as a CSV file or push the adoptions to the POS (note that the POS integration must be completed for this option to be available).
Something go wrong? Need additional support?
We're happy to help! To get to the right folks, please specify "I need RedShelf Adopt support" when you submit a request.