Administrators in Engage can manage how purchases are made within the library, ensuring users follow the institution’s purchasing policies.


Purchasing Types Available

There are two purchasing options available:

  • Institution Purchasing – Administrators purchase books using Engage account balance.
  • Patron Purchasing – Individual patrons buy books using their Engage account balance.
⚠️ If Patron Purchasing is enabled but no account balance is loaded, users can only access titles the institution already owns. Unavailable titles will generate a library book request for review under the Finance Requests section in Engage.


Setting your preferred purchasing type

To configure purchasing options for your library:

  1. Open Engage Settings: Go to Engage Settings.
  2. Find Purchasing Type: On the General Settings page, locate the Purchasing Type section. 
  3. Select a Purchasing Method: Choose between Institution Purchasing or Patron Purchasing based on your preference.
  4. Apply Changes: Save your selection. 


Your changes will be applied instantly, and users will follow the new purchasing rules immediately.


Need help? Contact us at [email protected] or send us a chat message in Engage using the chatbot in the bottom right-hand corner of your screen.