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Edoption Guidelines

GUIDE TO edoptions

Thank you for using efollet.com online edoptions!

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 LOG IN TO THE edoptions SITE

If you already have an account with efollett.com, you can use your current ID and password.

Logging in to the edoptions Site

1. In your web browser, browse to the Bookstore website.
2. Select Faculty Services from the menu bar on the left side of the page.
3. Select edoptions form the menu bar on the left side of the page.
4. Refer to the table below to determine your next step:

If you...Then...
Have never set up an efollet.com account 1. Under New Customers, click on the Register button.
2. Complete the fields on the page.
3. Click on the Create Account button.
4. On the edoptions login page, type the password for your Account and click the GO button.
4. Type the authorization number the store gave you.
Have an efollett.com account, but have never placed an edoption before 1. Type your email address and password and click on the have  Login button.
2. On the edoptions login page, type your password and Click the GO button.
3. Type the authorization number the store gave you.
Already have an account and have placed edoptions before 1. Type your email address and password and click on the placed Login button.
2. Refer to the procedure for the task you want to perform.

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CREATE NEW edoptions

When you create a new edoption, you enter the course information and indicate whether or not the course requires course materials.

Creating a New edoption

This procedure assumes you are on the Create & Search edoptions page.

  1. In the Create edoption for field, select your name or New Instructor from the drop-down list and click on the Create edoption button.
  2. Complete the course information fields. Required fields are marked with an asterisk.
  3. If this course does not require any materials, click on the No materials required checkbox and click on the Submit button.
    -- or --
    If you need to add materials for this course, click on Add or Manage Materials.
  4. To add materials to the edoption using the search method, go on the next procedure,
     -- or --
    To add materials to the edoption using the manual method, go to the procedure on page 2.

Adding Course Materials to an edoption (Search Method)

This procedure assumes you are on the edoption Materials page.

  1. Type the complete ISBN (without dashed) in the ISBN field and click on the search button.
     -- or --
    Type all or part of a title, author or keyword in the corresponding fields and click on the search button below the Keywords field.
  2. Click on the box to the left of the item you want to add. (You can select more than one.)
  3. Click on the add to edoption button.
  4. In the Material Type field, accept “Required” or select “Recommended”.
  5. When you are finished, click on Done Adding Materials button.
  6. Scroll to the bottom of the page and click on the Submit button.

Adding Course Materials to an edoption (Manual Method)

This procedure assumes you are on the edoption Materials page.

  1. Click on the Manual edoption link.
  2. Complete the fields on the page.
  3. Click on the add to edoption button.
  4. In the Material Type field, accept “Required” or select “Recommended”.
  5. When you are finished, click on the Done Adding Materials button.
  6. Scroll to the bottom of the page and click on the Submit button.

Note: If you are submitting an edoption for someone else, select New Instructor and complete the Last Name, First Name, Email Address, Send email Notification fields for that person.

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MANAGE EXISTING edoptions

Once you have created edoptions, you can search for, edit, renew and cancel edoptions.

Searching for Existing edoptions

This procedure assumes you are on the Create & Search edoptions page.

  1. If you know the edoption ID number, type it in the edoption ID field.
    -- or --
    Narrow your search by using one or more of these options:
To search by…Do This…
edoption date range
  1. Select a date type (Create Date or Last Modified Date). 
  2. Type a date in the Start Date field. 
  3. Type a date in the End Date field.
Instructor Select one of the following from the drop-down list:
  • All
  • Your Name
  • The name of another person you’ve created Edoptions for in the past.
Division, Department, Course & Section Type the information in the corresponding fields. (Use the Designations your school uses in its course catalog.)
edoption status Select a status from the drop-down list:
  1. Click on the Search button.
  2. Refer to one of the procedures on the next page.

Important! The edoption is not complete until you click on the Submit button. 
Editing an Existing edoption
  1. Click on the circle to the left of the edoption you want to edit.
  2. Click on the Edit button.
  3. To edit general information, change the information in the fields as needed and go to step 5.
    -- or --
    To edit course materials, click on the Add or Manage Materials link and go to step 4.
  4. Refer to the table below for options on editing course materials.

 

To…Do This…
Add more course materials Refer to the procedures under Create New edoptions.
Edit course material information
Note: You can only edit information on items you add manually
  1. Click on the Edit link to the right of the item. 
  2. Change the information in the fields as needed. 
  3. Click on the add to edoption button
  4. Click on the Done Adding Materials button.
Delete course material item
  1. Click on the Delete link to the right of the item.
  2. Click on the Done Adding Materials button.
 
  1. Click on the Submit button.

Renewing an edoption for Another Term

  1. Click on the circle to the left of the edoption you want to renew.
  2. Click on the Renew button.
  3. Type the term information in the Term field.
  4. Click on the Submit button.

Canceling an edoption

  1. Click on the circle to the left of the edoption you want to delete.
  2. Click on the Edit button.
  3. Scroll to the bottom of the page and click on request for cancel button.

System response: An email is automatically sent to the person who Originally submitted the edoption.

Note: The edoption is not actually canceled until the submitter responds to the email. Instructions for responding are included in the email.

To return to the Create and Search edoptions page without saving any changes, click on the Return with no changes button and click OK at the prompt.

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