Basic SmallPress Select Instructions:

1. IMPORTANT! Change Your Macros Security Setting Before Opening Your Electronic Annotations

Before opening your Electronic Annotations file, you must first change your Macros Security setting in Excel.  If you do not change your Macros setting, you will not be able view your selections in the My Selections worksheet or have the ability to activate the ILS loader or view cover features. You need to adjust your macro security level in a new excel document. Just follow the directions below:

• Open up a new Excel spreadsheet
• Click on Tools.
• Go to Macros
• Go to Security
• Change Security Level to Low or Medium.
• Click OK to close the Security Window.
• Click OK to close out of Options Window.

Please Note - If you set your Macros Security to Low, you will be able to open your document and begin using it immediately.  If you set your Macros Security to Medium, you will be prompted Enable Macros or Disable Macros when you open the document. If you click on Enable Macros, you will be able to view your selections in the My Selections worksheet.   If you chose to Disable Macros, you will not be able view your selections in the My Selections worksheet.

2.         Customers Receiving Electronic Annotations via Email

If you receive electronic annotations via email, you must first save your Electronic Annotations file to a local directory on your PC or network.  Feel free to rename the file to whatever you wish.  Then, locate the document in your local directory and open it up from there.   Proceed to Step 4.

3.         Customers Receiving Electronic Annotations via FTP

If you are set up to receive annotations via FTP, you will receive an email when your electronic annotations are ready for you to access.  After you receive this email, use the access information that we provide to you, including your user name and password to access your FTP site.  Next, copy and paste the file from the FTP site to a local directory on your PC or network.  Feel free to rename the file to whatever you wish.  Then locate the document in your local directory and open it up from there.  Proceed to Step 4.

4.         All Electronic Annotation Customers

Once you open up the Electronic Annotations file, you should see two worksheet tabs at the bottom of the page.  One says Annotations, and the other says My Selections. 

If you do not see the worksheet entitled My Selections, repeat the procedures listed in step 1 to verify/sign your Macros.

If both worksheets appear on your screen, proceed to step 5.

5.         Enter Your Customer Information

On the Annotations worksheet press the tab key to proceed through all of the fields in blue at the top of the page, including bill to address, ship to address, order date, purchase order #, phone, fax and email.  You may edit any information that appears in blue.  If you plan on sending this order form to us, and will not be using your own form, be sure to fill in all of these fields.  Proceed to step 6.

6.         Enabling the ILS Loader

If you wish to integrate SmallPress Select with your ILS to provide brief MARC records, check the box called Enable ILS Loader. Complete instructions for using the ILS Loader are provided separately as well as in the HELP feature after enabling this function.

7.         Viewing Cover Images

SmallPress Select has imbedded url addresses that link to our server containing all available cover image files. To view a cover, simply click on any cell within the title’s annotation “card” and click on the VIEW COVER button located in the top right of your screen. By clicking on this feature, the program will access your Internet connection and display the cover image.

8.         Browse Annotations and Make Your Selections

Once you have entered all of your customer information, you may begin browsing your annotations by pressing the tab key or using the scroll bar.  If you find a title you would like to add to your selections, enter the quantity for that title, and press tab and enter the branch code or other reference number in the Branch/PO Info field if needed.  Proceed through the entire document to continue making your selections.  To verify your selections, proceed to step 9. 

9.         Verify Your Selections and Make Changes If Necessary

At any point, you may check your totals by clicking on the My Selections worksheet.   You may modify the quantities in the Qty column to meet your needs.  To delete a title, enter a Qty of 0 and then click.  If you want to go directly to an annotation for one of the titles, highlight any cell in the row for a title, and click on the Review Annotation button.  If you want to sort the columns differently, proceed to step 10.  If you do not need to make any further modifications and want to send the order to us, you may print out the My Selections worksheet if needed, and proceed to step 12.

10.       Sort My Selections Worksheet

If you want to sort any of the columns, click one of the buttons along the left side of the My Selections worksheet.  You can sort the sheet by ISBN, Dewey, Title, or Branch/PO number.  If you want to copy and paste the columns into a new spreadsheet or consolidate selections from several sets of Electronic Annotations into one spreadsheet, proceed to step 11.  If you do not need to make any further modifications, save the My Selections worksheet, print it if needed, and proceed to step 12.

11.       Copy and Paste My Selections Into A New Spreadsheet/Consolidate Several Orders

If you wish, you may highlight and copy the entire worksheet, and paste it into a new Excel spreadsheet.  Please note that formulas to calculate the total do not transfer to the new document, so be sure all quantity changes have been made before you proceed.  Changes to the Branch/PO can be made to the new document if necessary.  You may need to change the page setup to landscape and adjust margins in order to view the entire worksheet.  Save the new document and sort any column that you wish by placing your cursor at the top of the column to be sorted and selecting Data and Sort in Excel, or by using the sorting shortcut keys in Excel.  You can copy and paste the columns from several sets of Electronic Annotations and consolidate them into one worksheet if you wish.  Just be sure that the ordering information including your billing and shipping address appears at the top of the new worksheet.  When you have made all necessary changes, save your worksheet, print it if needed, and proceed to step 12.

12.       Send Your Order to Quality Books Inc.

To send your Electronic Annotations order to us, you may attach your saved file to a new email and email it to us at qborders@quality-books.com.  You may also print out My Selections worksheet and fax to us at (815)732-4499 or mail it to us at Quality Books Inc., 1003 W. Pines Road, Oregon, IL  61061-9680.  Customers who have been assigned an FTP site may copy the saved file from their local directory and post it to their FTP site.  They must then notify us by email or phone that the FTP file is ready to retrieve. 

If you prefer to use your own order form, feel free to send it us via email, fax or mail using the information listed above.  Phone orders are also accepted by our Customer Service Department Toll-Free at 1-800-323-4241.  Our hours of operation are 7:30 AM – 4:00 PM CST Monday through Thursday, and 7:30 AM – Noon on Friday. 

Questions?

Any questions regarding Electronic Annotations can be directed to our Customer Service Department Toll-Free at 1-800-323-4241 or by using the email address, fax number, or address listed above.  After hours, please leave a voicemail for Tiffani Griffin, Manager of Customer Service at extension 466.  In addition to helping you use your Electronic Annotations, we can also help you make changes to your annotations profile and provide you with information on our other services, including Processing and MARC Records.