ebrary Knowledge Base

Admins: To share your Working List with another admin…

You can share titles in your Working List with another ebrary admin by saving your Working List to a bookshelf folder, then emailing or sharing that bookshelf folder with your colleague:

1. Go to your regular ebrary site and sign in to your admin-enabled personal ebrary account as usual

2. Click on the “Search” tab, then on “LIST” to view your Working List

3. Click “Select all” to select all the titles in your Working List (or just select specific titles individually)

4. Click the “Save Selection to Bookshelf” button and follow the prompts to create a new folder to save them into

5. Go to your “Bookshelf” tab and click on the new folder to open it

6. You can then click either the button to “email the folder” or “share the folder”

• If you “email the folder” the recipient will get a snapshot of what was in the folder when you sent it
• If you “share the folder”, they will see the up-to-date version with any changes you might make to the contents of the folder

7. The other admin can then open the link you emailed them to view the contents of the folder

8. The other admin can sign in to their admin-enabled personal ebrary account and from their Bookshelf tab, click the “Save to Working List” button to upload the contents of the folder to their Working List

Glossary of ebrary terms

Book – An ebrary document, interchangeably called book, document, or title.  Most ebrary documents are actual books, but some are journals, maps, or sections of books made available as a separate document by the publisher.

Channel – An ebrary channel (also called a “site”) is a hosted ebrary website that provides access to all the documents (subscription, perpetual access, or DASH) for a particular customer such as a school, company, university, or public library.

DASH - Stands for ‘Data Sharing Fast’.  It’s an ebrary product that empowers libraries to create, upload, and share their own PDF collections, right from their own computers.

eBOP - ebrary Ordering Platform. an eBOP title is an ebrary title that has been purchased through the ebrary platform: it can be a PDA or perpetual purchase.

MUPO – Multi-user document.  All documents in a subscription collection are multi-user (MUPO).  Perpetual access titles can be purchased as either single-user-only (SUPO) or multi-user (MUPO).  Not all documents are available for MUPO purchase.

NUPO – Numerous Single-user-only documents.  This is particularly relevant for sites (such as corporate sites) that are only allowed to purchase SUPO, not MUPO, titles.  And for documents that are only available as SUPO, not MUPO.  By purchasing additional SUPO copies of a book, there are fewer turnaways because if the first SUPO copy of the book is in use, the next user trying to access that book is rolled over to the next SUPO copy of the book.

PDA – Patron Driven Acquisition.  This is an approach a library might choose to provide a broad range of books to their patrons, without having to pre-purchase all of them.  If books get sufficient use, they are then “triggered” for purchase.

Perpetual Access documents – individual titles purchased for “permanent” access on an ebrary site.  Even if a publisher pulls their titles from ebrary completely, if an ebrary site has purchased a title (i.e., has it as perpetual access), then it will not be taken away.  The ebrary site has access to their perpetual access documents as long as they have access to their ebrary site.

Site – An ebrary site (also called a “channel”) is a hosted ebrary website that provides access to all the documents (subscription, perpetual access, or DASH) for a particular customer such as a school, company, university, or public library.

STL – Short-Term Loan.  This is an alternative that can be used as part of a PDA approach.  The difference is that instead of triggerable-use causing the book to be purchased, it is first made available as a short-term loan (1 day or 1 week, depending on the library’s preferences, and the options made available by the publisher).

Subscription collection – A set of documents that are essentially rented to an ebrary site, typically on an annual basis.  The specific documents in subscription collections can change without prior notice, but the expectation is that we will add more than we remove.  The only notice of changes is through MARC record updates: The “Added MARCs” link for additions; the “Deleted Titles” and “Deleted Titles (Excel)” links for deletions.  If an ebrary site requires guaranteed access to a particular document, i.e., it is being assigned for a class, the library should purchase a perpetual access copy of the book because with subscription collections, there is no guarantee that the title won’t be removed.

SUPO – Single-user-only document.  Perpetual access titles can be purchased as either single-user-only (SUPO) or multi-user (MUPO).   Some documents are only available as SUPO, not MUPO.  Corporate sites can only purchase SUPO titles, not MUPO titles.

Title – Often used to mean an ebrary document; interchangeably called book, document, or title.  Most ebrary documents are actual books, but some are journals, maps, or sections of books made available as a separate document by the publisher.

Triggerable use – The amount and type of use required for a PDA or STL+PDA document to be triggered for purchase or loan.  See the knowledge base for the details of what constitutes triggerable use:  http://support.ebrary.com/english/1586

Turnaway - When a user tries to open an ebrary document but it is a SUPO document that is in use already.  The user is alerted to this are asked if they would like to queue for it.

Setting up alerts when new ebrary titles match your criteria

Want to be alerted about new titles on your ebrary site that match certain criteria? Or about a particular title ebrary will offer for perpetual access in the future? Simply follow the steps below to create the corresponding search.

To create a saved search:

1. Go to your ebrary site and sign in to your personal ebrary account

2. Create and run a new search as follows:

a. Click on “Advanced” next to the Simple Search window

b. Set up your desired search criteria

Admins note, to search for new purchasable content, add a search line and set “Collection” to “All Purchasable”

c. Click “Search” (you need to do this for the search to be save-able)

3. Find and save your search as follows:

a. Under the Search tab, then under the SEARCHES tab, look for the search you just ran and click “Save” for that search

b. This will bring up a new window in which you can set search name, email address, search frequency (setting frequency to 0 turns off alerts)

c. Click “Create”

To modify your saved search criteria or search frequency:

1. Go to your ebrary site and sign in to your personal ebrary account

2. Under the Search tab, then under the SEARCHES tab, look for your saved search

3. Click on “Edit” for that search

4. Here you can change search name, email address, search frequency (setting frequency to 0 turns off alerts)

a. If you make changes here, click “Update” (takes you back to SEARCHES tab)

5. Or, to change the search criteria, click on “Edit Search Criteria”

a. Make any desired changes to your search criteria

b. Click “Search” (you need to do this for the search to be save-able)

c. Click “Update Search”

What is a “personal ebrary account” and a “bookshelf”?

Once you create a personal ebrary account (by clicking Sign In at the top-right of the ebrary screen), you will then have your own personal ebrary bookshelf as well.

You can use your bookshelf to:

• Save links to particular ebrary books,
• Make (and save) notes in ebrary books,
• Make (and save) highlights in ebrary books,
• Create folders to organize your books
  (actually just the links to those books on ebrary)
• Share or email folders containing links to ebrary books

To create a persistent URL to a particular page or chapter…

Overview of steps:

• Use the URL that points to the book
• Add the page number part manually at the end of the URL in the format: &page=xx
• To point to a particular chapter, use the first page number of the chapter
• Take care to use the “consecutive” page number used for ebook access versus the page number on the printed page

Here are the steps in more detail:

• When viewing a book in QuickView, the URL at the top is a bookmark to the document you are in, but that URL does not specify the page you’re on
• To specify a particular page within that document, modify the URL to include the page number:
  • Click at the end of the URL and add the following text: &page=xx (where xx is the page you are on)
  • Press the enter key
  • The screen will refresh, but it should leave you on the same page
  • Copy that full URL at the top for a persistent URL to the page
• Two ways to determine the ebook page number of a particular page:
  • In QuickView, at the top right, the number in the box is the printed page number; the first number in parentheses is the ebook page number – that’s the one to use
  • Or, start the process of printing the page you’re on and it will tell you the ebook page number
• Test by pasting the modified URL in your browser, and making sure it takes you to the page you want

Searching using OR, NOT, AND

Searching between fields is an implied AND.

Within a field, you can use OR, NOT, and AND.

For example you can do:

Title… is… Italy OR Rome (returns all titles that have either Italy or Rome in them)

Title…  is… Italy NOT Rome (returns all titles that have Italy in them, but not Rome)

Title… is… Italy AND Rome (returns all titles that have both Italy and Rome in them)

Mobile App: Sign In

INITIAL SETUP VIA BROWSER:

1. Go to your ebrary site and sign in to your personal ebrary account as usual

• You’ll need to do this at least once every 90-days to validate use on the mobile app

2. Create an Adobe account if you don’t already have one:

• If you’ve done full-document downloads on ebrary, you already have one
• To create an Adobe account

1) Go to https://www.adobe.com/cfusion/membership
2) Click “Create an account”
3) Fill in at least the starred fields…
4) Click “OK”

ON YOUR iOS MOBILE DEVICE:

• First time use, install the ebrary app using the “App Store” icon
  Once installed, click/tap to open the ebrary app

• First time signing in to the app, prompted for your Adobe account info
• You’ll then be prompted for your personal ebrary account username and password.

If your ebrary site uses a standard ebrary sign-in,  you have two choices

1) Use the username and password you usually sign in with
2) Or, use the Facebook Sign-in feature (see below)

If your ebrary site uses a custom sign-in, such as a barcode or signing in via your school’s proxy server, Athens, Shibboleth, Moodle, etc:

You need to use the Facebook Sign-in feature (see below)

Facebook Sign-in option:

First, link your ebrary account to your Facebook account (a one-time setup):

1. Go to your ebrary site using a browser
2. Sign in to your ebrary account as usual
3. Click “My Settings” link at top-right of ebrary screen
4. Under “Link your account to Facebook“, click “Log In“
5. On Facebook log-in screen, enter your Facebook credentials, click “Log In“
6. (Don’t have a Facebook account? Click “Sign up for Facebook” at lower left)

You can then sign in on the mobile app using the “Sign in with Facebook” button and your Facebook credentials.

Important note: The Facebook Sign-in feature does not access or post anything on Facebook accounts, it just takes advantage of users’ Facebook authentication.



Mobile app offers streamlined interface and access

With ebrary’s mobile app (currently only available on iOS devices), patrons can:

• Use the app’s streamlined interface to
  • Online, search for and read documents on their ebrary site
  • Online, seamlessly download documents from their ebrary site directly to the device
  • Offline, read previously downloaded ebrary documents
  • Offline, read non-ebrary PDF documents
• One thing you cannot do on the app is access your bookshelf links & notes

Note, to download an ebrary document, it must be a downloadable document
(not all are), and the download feature must be enabled on the ebrary site

Facebook Sign-in Feature

To use the Facebook Sign-in feature, you first need to link your ebrary account to your Facebook account (a one-time setup):

1. Go to your ebrary site using a browser
2. Sign in to your ebrary account as usual
3. Click “My Settings” link at top-right of ebrary screen
4. Under “Link your account to Facebook“, click “Log In“
5. On Facebook log-in screen, enter your Facebook credentials, click “Log In”
   (Don’t have a Facebook account? Click “Sign up for Facebook” at lower left)

You can then sign in to ebrary using the “Sign in with Facebook” button and your Facebook credentials.

Mobile App: Getting Started

Prior to using ebrary’s Mobile App on your iOS device, two things you need to do:

1. Go to your ebrary site from a browser and sign in to your personal ebrary account as usual.

• You’ll need to do this at least once every 90-days to validate use on the mobile app

2. Create an Adobe account if you don’t already have one:

• If you’ve done full-document downloads on ebrary, you already have one
• To create an Adobe account

1) Go to https://www.adobe.com/cfusion/membership
2) Click “Create an account”
3) Fill in at least the starred fields…
4) Click “OK”

Once you have completed these two steps on a browser, then you can go to the mobile app and sign in.  Click to see instructions for signing in to the mobile app:

http://support.ebrary.com/english/1281

Mobile App: Device Requirements

ebrary’s mobile app runs on the following Apple iOS devices running version 4.3 or higher

• iPhone® 3GS, iPhone® 4 or iPhone® 4S
• iPod Touch®
• iPad® 1 or 2

Single User (SUPO) documents: identify, release, queue, time-out

You can identify whether an ebrary document is single user or multi user by opening it in QuickView.  If the “Release this title” button appears, it is a single-user-only document.
If multi user, that button doesn’t appear.

When you’re done viewing a single-user document, click the “Release this title” button so other users can access it right away.

If you have the document open, it is considered “in use” until it has experienced 15 minutes of inactivity.  Inactivity means no page turns, prints, copies, etc.  After 15 minutes of inactivity, access to the book will be taken away from you if someone else tries to open it, or if someone else is already in the queue for it.

Here is an overview of the queuing system for single-user documents:

• When a user (user-2) tries to open single-user documents that a first user (user-1) is actively using,  he/she will receive a message indicating that the book is being used.



• If user-2 chooses to queue for it, s/he is put in a queue and received the following message:
• User-1  is allowed to keep using the title as long as s/he is actively “using” it – that is, as long as he is turning pages, copying, printing, etc.  But once that book is idle for 15 minutes (for example, user-1 walks away from it for 15 minutes or he has logged out and 15 minutes have passed) access to that book is then taken away and given to the first person in the queue (user-2 in our scenario) who is notified as follows:
• User-2 has then 5 minutes to START using the book (for example, opening it) before he/she forfeits their space in the queue.  If user-2 misses the 5-minute window, the book is then back to the queue on a first-come first-served basis.

OVERVIEW of download options (start here!)

On most ebrary sites, ebrary now offers the following two download options for offline access to ebrary content:

• Create an image PDF of a specific chapter or page range
  Learn more:  http://support.ebrary.com/?p=655 
  • Same page limits as for printing.
  • Accessible on most computers and devices, including the Kindle.
  • Additional (free) software is typically not needed.
  • Files do not expire.
  • Unfortunately the image quality is somewhat reduced in these PDFs.

• Download an entire document as an e-book in Adobe Digital Editions
  Learn more:  http://support.ebrary.com/?p=687 
  • Patrons first need to install Adobe Digital Editions (free online).
  • Accessible on most computers and devices, but not the Kindle.
  • Up to 10 documents at a time per patron.
  • By default, full-document downloading is only available for multi-user documents (not single-user-only documents), but admins can override this setting.
  • Multi-user documents can be full-document downloaded for 14 days*.
  • If allowed, single-user-only documents can be full-document downloaded for 7 days*.
  • Some publishers prohibit full-document downloading of their documents.  See here for a list: http://support.ebrary.com/?p=868

* These check-out times are currently not configurable.

Note: both types of downloading are triggers for purchase in Patron Driven Acquisition (PDA).

Check out more of our Knowledge Base articles under the “DOWNLOAD!” category.

Option 1: download chapter or pages as image PDF

You can create an image PDF of a specific chapter or page range for any ebrary document (up to the same number of pages you can print on your ebrary site).

You can then read the image PDF file offline using any standard PDF viewer, such as Adobe Reader, which most users already have.  You can also transfer the file to a mobile decide or e-reader, including the Amazon Kindle.  You cannot search text or make annotations in an image PDF.  Image PDF files won’t time-out or expire.

To create an image PDF of a specific chapter :

1. Click on Download button in ebrary search-results list or QuickView window. You may be prompted to sign in to your ebrary bookshelf account.
2. Select the option to create an image PDF of a chapter, then choose the name of the chapter from the drop-down menu.
3. Click OK.  (Note, if the chapter is longer than the number of pages allowed to be printed on your site, you will get an error message.)

To create an image PDF of a specific page range:

1. Click on the Download button in the search results list or QuickView window. You may be prompted to sign in to your ebrary bookshelf account.
2. Select the option to create an image PDF of a specific page range, then enter the starting and ending ebook page numbers in the boxes (note, these are the sequentially numbered pages used for e-books, not the page numbers printed on the page.)
3. Click OK.  (Note, if the page range is longer than the number of pages allowed to be printed on your site, you will get an error message.)

ebrary’s alternative download option is to:

Download an entire document as an e-book in Adobe Digital Editions
Learn more:  http://support.ebrary.com/?p=687

Overview of ebrary’s download options:  http://support.ebrary.com/?p=86

Option 2: download entire document as an e-book

To download an entire ebrary document thereby creating an e-book for temporary access you need Adobe Digital Editions, a free software program.  (Not available for Linux, and not supported on Kindle.)

You will be able to read and annotate the e-book offline, and transfer it to your supported devices.  Access periods are 7 days (single-user-only documents, if the library admins have chosen to allow this) or 14 days (multi-user documents), but you can return it early.  You can have up to 10 ebrary e-books at a time.

Some ebrary documents may not be available for this type of download.

If it’s your first time downloading a document via Adobe Digital Editions, we recommend setting up Adobe Digital Editions before you start downloading from ebrary.  Go here if it’s your first time:  http://support.ebrary.com/?p=841

Or, you can do all the steps together, but this might be a bit more confusing:

1. Go to your ebrary site
2. If you aren’t already, sign in to your ebrary bookshelf account.  (That is, click the Sign In button at the top right and sign in as usual.)
3. Find the book you want to download
4. Click the Download button in the ebrary search-results list or from within QuickView
5. Select the option to download the entire document
6. Click OK
7. A dialog box shows number of days e-book will be readable
8. Click Download
9. If you haven’t already, you’ll be prompted to install Adobe Digital Editions
10. Once Adobe Digital Editions is installed, choose either Open with Adobe Digital Editions or Save file to open later
11. You’ll be prompted to sign in to  your Adobe account.  If you don’t already have one, click the button to create one
12. Click OK

That’s it!

ebrary’s alternative download option is to :

Download a specific chapter or page range as an image PDF
Learn more:  http://support.ebrary.com/?p=655

Overview of ebrary’s download options:  http://support.ebrary.com/?p=86

New to downloading complete documents as e-books? Get started as follows.

If it’s your first time downloading a document via Adobe Digital Editions, we recommend setting up your Adobe Digital Editions account before you attempt to do a full document download.  Here are the steps to install Adobe Digital Editions (free online) and to create an Adobe account.  Each takes a minute or two…

Install Adobe Digital Editions:

1. Go to http://www.adobe.com/products/digitaleditions
2. Scroll down to the large brown “Install” button, click it
3. A new “Install” button appears, click it
4. Click “Yes” to continue
5. Click “Next” to install selected components
6. Confirm the install location, then click “Next”
7. Installation begins… this may take a moment
8. Once complete, click “Close” to launch Adobe Digital Editions

Create an Adobe account:

1. Go to https://www.adobe.com/cfusion/membership
2. Click “Create an account”
3. Fill in at least the starred fields…
4. Click “OK”

That’s it.  You’re now ready to download ebrary documents as e-books as follows:

1. Go to your ebrary site,
2. Sign in to your personal ebrary account,
3. Find the document you want to download
4. Click the “Download” button and follow the prompts.

How long can I keep a downloaded e-book?

An ebrary document downloaded as an e-book in Adobe Digital Editions or on your iOS device is only available to you on a temporary basis.

Multi-user document = 14 days

If your ebrary site has multi-user access to an ebrary document, your downloaded e-book of that document will be accessible for 14 days.  Note, all ebrary documents in subscription collections on your site are multi-user.

Single-user-only document = 7 days (if at all)

If your ebrary site has single-user-only access to an ebrary doucment, you might not be able to download it as an e-book (it depends on your administrator’s settings).  If you can download it as an e-book, it will be accessible for 7 days.  While you have it downloaded as an e-book, other users on your ebrary site cannot access the document – not even for online viewing – so consider returning it as soon as you’re done with it.

After the designated access time (14 or 7 days), the .pdf file will remain on your computer or device, but it will become unreadable (think Mission Impossible’s self destruct timer ticking away).  Once it times out, you might want to delete the (unreadable) file to avoid confusion.

Returning a downloaded e-book
You don’t need to return an ebrary downloaded e-book.  But since you can only have ten ebrary documents downloaded as e-books at a time, you might want to return an e-book early so you can download others.  And returning a single-user-only downloaded e-book will make it once again available to others on your ebrary site.  Early returns of downloaded e-books are done through Adobe Digital Editions, or an app (such as BlueFire) on your device.  Returns may take up to an hour to be recognized on your ebrary site.

Note, creating an image PDF of a chapter or page range gives permanent access.

Using an iPad to download a document as an e-book (via browser, not ebrary’s app)

You can download an ebrary document directly from an iPad using just a browser, but you’ll need an app such as BlueFire to view the downloaded e-book, and you’ll need to have done the first two steps before downloading.

First, create an Adobe ID (this can be done from a separate computer):

1. Go to https://www.adobe.com/cfusion/membership
2. Click “Create an account”
3. Fill in at least the starred fields…
4. Click “OK”

Second, install BlueFire on the iPad

1. Go to the App Store on your iPad
2. Search for “BlueFire Reader“
3. Download it to your iPad

Third, download an ebrary document via browser access to ebrary on an iPad:

1. Go to your usual ebrary site
2. Sign in to your ebrary bookshelf account
3. Search for the document you want to download
4. Click on its cover or title to open it in QuickView
5. Click on the green “Download” button
6. Select the option to download the entire book
7. Follow the prompts, including signing in to your Adobe ID

Your downloaded e-book will then be available in your iPad’s BlueFire folder, ready for offline reading, annotating, etc using the BlueFire app.

Transferring a downloaded e-book to an iOS device (iPhone, iPod touch, iPad):

Once you’ve downloaded an ebrary document as an e-book via Adobe Digital Editions, you can transfer it to an iOS device using iTunes as follows:

• Download to your iOS device a reading app (such as BlueFire) from the App Store
• Connect your iOS device to your computer
• Open iTunes, then:

1) Sync your iOS device
2) Click on the iPhone (or other) icon in the left pane
3) Click on the Apps tab and scroll down to select File Sharing
4) Click on Add
5) Go to your My Digital Editions folder
6) Select the downloaded e-book you’d like to transfer
- be sure to select the .pdf file, not the .acsm file
7) Re-sync your iOS device

You should now be able to read the downloaded e-book on your iOS device. You may need to authorize the device with your Adobe ID.

Does downloading an entire document (via Adobe Digital Editions) block other users’ access to it?

It depends…

• If the document is multi-user, it does not block other users’ access to it.  Other users on the ebrary site will still be able to read the document online and even download it.
• But if the document is single-user-only, it does block other users’ access to it.  For the duration of the download period (7 days, unless it is returned early) users on the ebrary site will not be able to access the document – not even for online viewing.

Because of this, the default setting is for full-document downloading to be disallowed for single-user-only documents (unless the ebrary site has multiple copies of the same single-user-only document, in which case only the last one is blocked from being full-document downloaded).  The admin of the ebrary site can override this default setting.

All documents that are available on your site in subscription collections (e.g., Academic Complete) are multi-user.  Perpetual access (i.e., purchased) titles can be either single-user or multi-user.

One way to tell whether a document is single-user or multi-user is to open it in QuickView and look to see if there is a “Release this title” button.  If the button is there, it is single-user-only.  If there no button, it is multi-user.

Note that the download option of creating an image PDF of a chapter or page range does not affect other user’s access to the document.