Block on Approval

Block on Approval enables authorized users to prevent Approval (or Selected Slip) coverage for any given ISBN (and all linked ISBNs).  This can be useful thing, for example, in instances of gift books which might duplicate an Approval title, and in many other situations too.
 
OASIS administrators can enable their library’s users to block on all of the library’s profiles (as might be the case for a member of the Acquisitions staff), or on selected profiles only (as might be the case for a library selector who controls certain subject areas).
 
The result of a "Block" is that ProQuest will send the library neither a Book nor a Slip for the Blocked title. There are certain cases where a Block isn’t possible, such as when we’ve created an Approval order prior to shipment; but OASIS makes this clear when a user makes the attempt.

An "Block on Approval" action within the green Action Arrow will appear for users who have been given authority to claim by their Administrator.  Any ISBN found by a user in Search results or on a Saved list will be eligible to be blocked.

When a user chooses to "Block on Approval", the phrase "Approval Block" will appear in the Action column.

For users with this authority, "Mark All" and "Process List" will show the new action. Others will not see this new action.

 

When invoked, "Block on Approval" will prevent both Books and Slips from being generated for all of the profiles which that user has authority to take the action on.

 

It is important to note that when invoked it applies to all profiles associated with that user. A user cannot block on other profiles either.

 

When a user Blocks an ISBN linked to other ISBNs, all linked ISBNs will also be considered as blocked for the same profiles.

 

OASIS users will not be able to "unblock" an ISBN that has been blocked. This will need to be a manual system procedure. Please contact your customer service representative at ProQuest if a title needs to be unblocked.

 

Non-Approval Titles

 

If a user "blocks" a title that isn’t in the Approval stream, whether or not it would have eventually entered our Approval system, the block be recorded and take effect for that library.

 

Titles Already through the Approval Process

 

The "Block on Approval" action will not appear if a title that has already passed through all steps of the Approval processes or if the library has no active profiles.

 

Titles Partially through the Approval Process

 

If a title is partially through the approval process a user may block as long as they see the "Block on Approval" option in the "Action" arrow.

 

Check Status

 

The following "Check Status" phrase will display in the title browse row when there is a successful block.
The "Check Status" tab will display the type of action, ISBN, date and user.

The Approval Profile Matches tab will display the actual profiles the title is blocked on, the selector’s name and the date of the action.