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
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”
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)
To get an up-to-the-minute list of all titles in your Academic Complete (or other) collection – even if you don’t have admin-tab privileges:
1) Go to your ebrary site.
2) Sign in to your ebrary account. It is important that you sign in, otherwise you cannot get the complete list. If you do not have an ebrary bookshelf account, please create one using the “Sign In” button at the top right and clicking on “Create an account”
3) Click on “Advanced” just to the right of the “Search ebrary” button.
4) Next to “Search in”, select “Collections” then select “Academic Complete” (or another collection) from the list of available collections. Note, if you only have one collection on your site, you don’t need to select a collection.
5) In the next search line, leave the “Search in” part as “Text and Key Fields” then enter the special-power code “eball“. This just means ebrary-all.
6) Click the “Search ebrary” button below the search fields.
7) Then, to get a file with all these titles (complete with urls), click on the “Export Search Results” button over on the far right.
This will create an excel file of all titles in Academic Complete (or whichever collection you selected), complete with the url for each document.
“On-campus“, patrons can access your ebrary site without providing credentials if we’ve pre-validated your on-campus IP addresses (IP-authentication).
“Off-campus“, patrons can access your ebrary site if you provide a remote access protocol requiring them to log in with a unique username/password or barcode.
REMOTE ACCESS OPTIONS – any one of the following should be sufficient:
1. Access through a proxy server:
- If your institution/company uses a proxy server to provide access to online shared resources, we can work with you to easily configure it for ebrary. This is a desirable solution if your patrons are already familiar with their proxy server login credentials. Typical proxy servers are EZproxy, WAM, and Squid (needs to not cache control).
- For EZproxy servers, you can choose a Single Sign On (SSO) option that sends users through the proxy server to sign in to their personal ebrary account as well. This method provides faster remote access than basic proxy access, and patrons typically appreciate needing only one set of login credentials. (EZproxy v4.0+ is required, v5.0+ is preferred.)
2. Athens, Shibboleth, BlackBoard, or MoodleRooms:
- These authentication methods work particularly well if your patrons are already familiar with their login credentials.
- ebrary offers Shibboleth authentication through the following federations: UK Federation, RedIRIS Identity Service (SIR, Spain), EdUID (Czech Republic) Federation and GakuNin (Japan). Check with support@ebrary.com for availability of Shibboleth in other regions.
- With these setups, your patrons use the authentication service to sign in to their personal ebrary account as well.
3. VPN, Virtual Private Network:
- ebrary works well with VPNs as long as they are not URL-rewriting.
4. Secure Referring URL:
- If your institution or company website already offers a secure login for your patrons, we might be able to pre-validate users accessing ebrary from behind the login page.
- You would put a link to ebrary on one or more of your webpages that can only be accessed after having signed in through your website’s secure login. You would then give us the URL of that webpage, and we would pre-validate all users coming from that URL. Your off-campus patrons would need to access ebrary using the link on that webpage.
- Two important criteria for a webpage/URL to be used as a referring URL:
- It must be an http URL (not an https URL)
- It must only be accessible once a user has signed in. (That is, if you paste the URL into a browser, it won’t take you there. It will either give an error, or ideally, it will take you to the login screen.)
5. RPA, Remote Patron Authentication or ebrary-hosted remote access:
- ebrary can host remote access for your ebrary site if you provide us with a file containing a unique username or barcode for each patron.
- Passwords will be set by ebrary to ensure maximum security and content protection.
- This method requires patrons to use that same username/password or barcode to sign in to their personal ebrary account.
6. Custom solution:
- If you are interested in creating a custom solution, ebrary APIs are available. Web software development expertise is required to set this up.
REMOTE ACCESS OPTIONS THAT DON’T WORK:
- Apache proxy servers DON’T well with ebrary.
- VPNs that re-write the URL DON’T work with ebrary.
Two alternatives:
1. The Partners Site (not all admin tools available here)
- Access:
- URL = http://partners.ebrary.com
- The username and password were assigned for your site when first set up; several admins from your site might share the same account.
- Tools available:
- Order perpetual access titles (but not titles already on your site)
- Get your ebrary MARC records
- Run your ebrary usage reports
- Get your ebrary Holdings report
2. The “Admin” tab on your regular ebrary site via an admin-enabled username
- Access:
- Contact support@ebrary.com to assign admin-tab privileges to the username of your personal ebrary account. Once that’s done, then…
- Go to your regular ebrary site at http://site.ebrary.com/lib/<YourSiteName>
- Sign in to your personal ebrary account in the usual way
- An “Admin” tab will appear to the right of your “Bookshelf” tab. The admin tools are under the Admin tab.
- Tools available (varies based on admin privileges you’ve been assigned)
- Order perpetual access titles (you can even take steps to order titles already on your site)
- Get your ebrary MARC records
- Run your ebrary usage reports
- Get your ebrary Holdings report
- Create and manage profiles for PDA, STL, or perpetual access
- Create and manage fund codes
- View your site’s order history
- Modify download settings (currently just indicating whether single-user-only titles can be downloaded)
Once you’re on the ebrary reports page, you’ll have the choice of “Site Activity Report”, “Title Report”, and “COUNTER Reports”.
The COUNTER Reports offer reports comparable to the industry-standard reports; but they don’t fit perfectly the kind of data we collect. Note that in the COUNTER 6 report the “User Sessions” counts have been temporarily removed due to calculation issues, please use the “User Sessions” count from the Site Activity Report. And note that in the COUNTER 2 report the ”User Sessions” are a summation of views, prints, and copies (each access is considered a successful section request).
Use Title Report if you’re interested in what kind of usage each book (or books in certain categories) are getting. For the most part, this report lists only the books that have received usage. There will be some cases where titles show up even though they have “zero usage” here (it’s analogous to those books having been touched, but not opened).
Use Site Activity Report if you’re trying to figure out how many unique ebrary sessions there have been.
User Sessions in Title Report and Site Activity Report mean very different things. If, for example, you run both reports for the previous month, you can think of the difference this way:
- User Sessions in Site Activity Report are analogous to how many people walked into the library last month (i.e., number of unique ebrary sessions).
- User Sessions in Title Report are analogous to how many books were handled by patrons during the last month (i.e., number of unique handlings of an ebrary book).
- Examples:
- A person might go to the library and not handle any books (i.e., a user might go to your ebrary site, but not view the contents of any documents). That gives User Session of 1 in Site Activity Report, but 0 in Title Report.
- A person might go to the library and handle ten books in that one visit (i.e, a user might go to your ebrary site and open ten different documents in that one ebrary session). That gives User Session of 1 in Site Activity Report, but 10 in Title Report.
- Typically User Sessions in Title Report are higher than in Site Activity Report because it is more common for patrons to handle one or more books when they go to the ebrary site.
Interface tip: if you are setting custom date ranges, not only do you have to set the dates, but you also have to click the button “Custom (Select Range)” under the “Time Period:” column.
For info on where to access your usage reports or other admin tools, see:
http://support.ebrary.com/english/2077
What does the “Update MARC Data” button do?
- It updates your MARC records page with any new info for all your collections.
- Note, it doesn’t work to select a collection before clicking “Update MARC Data” – the “Update MARC Data” button updates all your collections.
- If there are MARC record changes (additions and/or deletions) for any of your collections since the previous dated/time-stamped line, a new dated/time-stamped line will be created.
- Once a month on about the 20th, ebrary automatically initiates “Update MARC Data” unless you’ve manually done it yourself recently.
- To find out when the most recent update of your MARC records page was done, just note the date of the top dated/time-stamped line.
Incremental changes vs. a complete set:
- The links in the dated/time-stamped lines ONLY give incremental changes since the previous line.
- “Added MARCs”: the add-MARCs for documents added to your site since the previous line. See below to filter by collection.
- “Deleted Titles”: the delete-MARCs for documents removed from your ebrary site since the previous line.
- “Deleted Titles (Excel)“: an Excel file listing Title and docID for documents removed from your ebrary site since the previous line.
- “Download complete MARC record file” gives a complete up-to-date set of MARC records. See below to filter by collection.
To filter by collection:
- If you have multiple collections on your ebrary site, you can get add-MARCs for different collections separately.
- First, select from the list of your collections either a single collection or control-click to select multiple collections.
- Then, either:
- Left Click “Download complete MARC Record file” for the complete set of MARC records for the selected collections
- Or, left click the “Added MARCs” link on a specific line to get the MARC records for the selected collections that have been added since the previous line.
- The collection filter does not work for “Deleted Titles” links.
Note that clicking on the links (that is, “Download complete MARC record file” or “Added MARCs” or “Deleted Titles”) doesn’t change what’s in those links. So you can use the links multiple times in multiple ways – even months from now – without changing what the links point to
For info on where to access your MARC records or other admin tools, see:
http://support.ebrary.com/english/2077
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.
What can I do with DASH!?
- Use DASH! for your existing special collections, theses, and dissertations – anything in PDF that you have a legal right to distribute. You cannot add copyrighted material to your DASH! collection unless you own the copyright.
- Create collections of public domain content (see our H1N1 site as an example).
- Share your collections with other institutions or publicly on the web.
What features does DASH! provide?
- Single document (at a time) upload, with metadata.
- Multiple document upload, with metadata (through the web or via FTP).
- Single document metadata edit.
- Single document delete.
How can I request DASH!?
Email support@ebrary.com with the URL of your ebrary site and the ebrary account username of person to set up as your DASH! administrator.
How many documents can a library upload at once with DASH!?
Libraries will initially be limited to 1,000 documents per day. There is an additional limit of 300MB per upload – either 1 or multiple files.
When will documents become available on ebrary?
Customers can view uploaded documents immediately and use our rich features including InfoTools. Documents should become searchable in as little as five minutes or at most within two hours.
What functionality do my DASH! documents have?
Collections created with DASH! seamlessly integrate with your ebrary subscription collections and perpetual access titles. And an uploaded DASH! document will be searchable using ebrary’s search tools if you use PDFs that retain text-searchable information. PDFs created from a Word document, for example, preserve the text information of the content.
The following are recommendations to maximize the appearance and functionality of your PDF materials in DASH!
- Compile your PDF files: If your document is split into multiple PDFs, compile each one into a single file. Include all pages and chapters, and front and back matter (table of contents, index, etc.)
- Remove security settings: Acrobat security settings must be removed for ebrary to upload and process your files.
- Embed fonts: All files should be embedded with compatible fonts.
- Trim and crop: All pages should be trimmed to final display size with no registration/crop marks or excessive white space.
- PDF type: ebrary recommends that all files be provided as PDF normal. Our technology also accepts PDF image and hidden text. Image-only PDFs are not recommended as these files do not support search and other key features of ebrary’s technology. So if you scan documents, best practice is to send them through OCR software.
- Adjust resolution: While file size does not affect page views in the ebrary system, we recommend the following image resolution ranges for processing efficiency:
- Color: 72-300 dpi
- Grayscale: 72-450 dpi
- Monotone: 72-600 dpi
- Covers: DASH! Automatically generates a cover thumbnail from the first page of the document.
- Add bookmarks and hyperlinks: If desired, include navigational aids in your PDF documents to enable users to find information more easily, such as chapter-level bookmarks and intra-document linking.
- Validation: Double-check the basic appearance and navigation features of your PDF documents before submitting them.
- Metadata: Although metadata is not required to use DASH!, we recommend providing as much information as possible to maximize Advanced Search functionality. For single-file uploads, enter metadata directly in the DASH interface. For multi-file uploads, create a .csv file called metadata.csv (note the file must have this exact name). Each metadata line should contain the following fields with a comma between each field.
- File name (required)
- Title (if not specified, DASH! Uses file name)
- Author (if not specified, DASH! Uses “Unspecified”)
- Publisher
- Publication date (formatted YYYY/MM or YYYY)
- Publisher location (City, State, Country)
- Subject (use “|” to separate multiple subjects)
- ISBN
- LCCN
- Dewey
- OCLC #
- Language (if not specified, DASH! Uses “en” for English)
- Action (when this field contains the value “update” DASH! will update the metadata of an already uploaded file)
You are allowed to – and even encouraged to – share your DASH! collection with other libraries or on the web.
For examples of sites created by ebrary and librarians, please visit http://www.ebrary.com/corp/oa.jsp
For more information on sharing your DASH! collection, please email marketing@ebrary.com.
We encourage you to paste links to ebrary books in your course management software instead of sections of actual content. With links there is no concern about authorized access – links only work if your ebrary site still has access to the book.
Pasting the content of an ebrary book in your course management software raises issues of infringement because access of the content cannot be tracked and the content might accidentally end up being available even once you no longer have access to it on your ebrary site.
It is up to library admins to assess whether intended use of content is a “Fair Use” or an infringing use – the same as with print books. Use your library policies and procedures that have been set up to guard against infringement to address questions. There have been recent lawsuits against schools that tried to set up central content systems, under circumstances where publishers believed they were being infringed.
Here’s the relevant entries from the ebrary Terms and Conditions:
c. Electronic Reserves. Articles or other works contained in a Product may be included in your electronic reserves systems so long as such use employs durable links to the Products so that a “hit” is registered on ProQuest’s on-line platform each time a student views the work on reserve.
d. Fair Use/Fair Dealing. Nothing in this agreement restricts your use of the materials contained within the Products under the doctrines of “fair use” or “fair dealing” as defined under the laws of the United States or England, respectively.
So… pasting links to ebrary is always okay, pasting the actual content is dicier and you’ll have to make a judgement call whether it would be considered fair use or infringing use.
Each PDA profile has two parts:
- A set of search criteria
- A collection of titles
The typical approach to setting up a PDA profile is:
- Set up the search criteria
- Run the search
- Add all the titles returned by the search to the collection
- Make that collection of titles active and available for your patrons to use
The search criteria and the collection are in some ways separate and distinct:
- If you want to add a title to your collection even though it doesn’t meet your search criteria, you can manually add it to your collection. (So note, you can end up with titles in your collection that don’t match your search criteria).
- If you make your search criteria LESS restrictive, and then run your search, what you have is a set of titles being recommended to add to your collection. But… they aren’t automatically added to your collection. You have to select the titles you want to add from that list (perhaps use “Select All”), then add them to your collection. Once they are added to your collection (and the collection is active) they are available to your patrons.
- If you make your search MORE restrictive – such as reducing the list price to be 1-200 instead of 1-400, then when you re-run the search probably no new titles would come up (because the search is more restrictive). At that point your search criteria is set, but… it doesn’t automatically remove titles in your collection that don’t meet this new restriction. Instead, you have to go into your collection and manually remove those titles. So in this example, you would need to go to your profile collection, search for all titles with a list price 201-400 and remove all those titles.
The key to understanding PDA is recognizing that the search criteria and the collection are separate. The search criteria can be used to add titles to the collection, but not to take titles out of the collection. And the collection can be modified directly to either adding or removing titles – regardless of whether they match your search criteria.
Two ways to find out about new titles added to the Academic Complete subscription collection:
1. ebrary generates a list (actually a mini collection) of all new Academic Complete titles which we update quarterly when the bulk of new titles are added to Academic Complete.
- You can also add additional search lines once there to filter for specific areas of interest.
- If you want to export this list, the easiest is to edit the URL in the following way: replace “academiccompletetitles” with your own ebrary site name. That way, you’ll be viewing this list from your own ebrary site. You can then sign in as usual and export the list if you want.
2. Another alternative is to get each incremental set of new titles added to Academic Complete from your ebrary MARC records page.
- Go to your ebrary MARC records page
- Select “Academic Complete” under collections
- Click the “Added MARCs” link on a recent dated/time-stamped line
- You will get the MARC records for the titles added to Academic Complete since the previous dated/time-stamped line.
The following instructions describe how to use MarcEdit‘s utility MarcSplit to split a large MARC record file into smaller files for easier handling.
1) MarcEdit is a free program, downloadable from the web. I recommend using the most recent version (v5.5 or newer). To download MarcEdit or upgrade to the newest version, go to:
http://people.oregonstate.edu/~reeset/marcedit/html/downloads.html
2) Once you’ve got MarcEdit installed, go to your ebrary MARC records page
3) Get your desired set of ebrary MARC records by selecting one or more specific collections if desired, then clicking a particular “Added MARCs” link
4) The MarcTools window will then either pop open, or you’ll need to open your MARC file in MarcTools
5) Once you have your MARC record file open in MarcTools:
- Select and copy the string shown in the “Input File” box
- Select “MarcSplit” from the “Tools” menu in the MarcTools window
- Click in the “Source File” box and paste the string you copied in step 5.1
- Click on the folder icon to the right of the “Destination Folder” box, pick a place to put the split MARC record files
- Fill in the “Records Per File” box (maybe try 4000, it’s your choice)
- Click the “Process” button
- Once it’s done and reports how many files it created, click “Close” button
- That’s it. Go to the destination folder and find your split MARC record files
- Go to your usual ebrary site at http://site.ebrary.com/lib/xxxxx
- Sign in using a username that has Admin-tab ordering privileges
- Click on the “Admin” tab, then the “DASH” tab
- Click the “Upload One Document” button (you also have the option of uploading multiples)
- Click the “Browse” button to find the PDF you want to upload
- If you leave the Status Live button selected, this document will be a live DASH document when you finish the setup
- Fill in the meta-data so that you can later search for this document (this can be modified later)
- Click the “Submit” button
The following are the admin-tab privileges we can assign to ebrary account usernames. If you don’t already have an ebrary account, you’ll need to create one. Note: each admin should use their own ebrary account, it is fine for multiple admins to have overlapping admin-tab privileges, and these admin privileges will only be available on your ebrary site.
- Order – Admin can place orders for perpetual access titles.
- Recommend – Admin can recommend titles to be purchased (but not place orders unless they also have Order privileges).
- Reports – Admin can access your site’s ebrary usage and holdings reports.
- MARC – Admin can access your site’s ebrary MARC records.
- Download – Admin can enable/disable download for single-user titles.
- DASH – Admin can upload PDFs as DASH documents. DASH also needs to be enabled for your ebrary site, and isn’t available for all sites.
- PDA – Admin has full control over setting up Purchase Driven Acquisition (PDA) profiles that will likely result in the purchase of perpetual-access titles. PDA paperwork and funds must be in place for PDA collections to be active; to check on this aspect, contact pdaaccount@ebrary.com.
- Go to your usual ebrary site at http://site.ebrary.com/lib/<YourSiteName>
- Sign in using a username that has Admin-tab ordering privileges
- Click on the “Admin” tab, then the “ACQUISITIONS” tab
- Click on “Perpetual Access“, then click the “Advanced Search” button
- It should come up with the “All Purchasable” collection already selected
IMPORTANT! To purchase titles already on your ebrary site, you need to change the collection to “All” (instead of “All Purchasable”)
- Set your search criteria. Click the + sign to add additional search lines
- Select “Search ebrary” down below the search criteria
- For prices to show, click the “Long” button to see full info for each title
- Click to select each title you want to order as perpetual access
- When you have all the titles selected that you want to order,
click the “Prepare to Order Selection” button.
- The system will then tell you which titles are available, etc.,
click “Order available documents“
- You’ll then be on a page titled “Select Documents to Order”,
click to select SUPO or MUPO for each title.
- Click “Review Order“
- This is the final step before actually placing the order…
if you click “Submit Order“, the titles will be ordered
Note that you can check the status of all orders using the “ORDERS” tab
To request admin-tab privileges, contact support@ebrary.com
Note that while the working list is under the “Search” tab, you’ll actually be using the “Admin” tab and “ACQUISITION” tab to find the items to order.
1. Go to your usual ebrary site at http://site.ebrary.com/lib/xxxxx
2. Sign In using a username that has admin-tab ordering privileges
3. First, from the “Search” tab, empty out your Working List:
a) Click on the “Search” tab
b) Click on the “LIST” tab
c) Click on “Select All”
d) Click on the button above that says “Remove Selection from List”
Now your Working List is empty.
4. Then use the “ACQUISITION” tab to search the “All Purchasable” collection, one-by-one, for the titles you want to order, and as you find them add them to your Working List:
a) Click on the “Admin” tab, then the “ACQUISITION” tab
b) Click on the box “Perpetual Access (purchase)”, then click the “Advanced Search” button
c) It should come up with the “All Purchasable” collection already selected
d) Set a search line to search by “Title” and enter the title you’re looking for
e) Select “Search ebrary” down below the search criteria
f) Note, for prices to show here, you’ll need to click on the “Long” button so that you see the full info for each title.
g) Click to select the check box to the left of the title you’d like to purchase.
h) Click the “Add Selection to Working List” button.
5. Repeat 4d-4h to add each title you want
6. Once you’ve added all the titles you want to order to your Working List, go to your working list and review the list to make sure you want all those titles:
a) Click on the “Search” tab
b) Click on the “LIST” tab
c) Check to make sure you want to purchase all the titles on the list (if not, click the titles you don’t want and then click the Remove Selection button)
7. Order all the titles on your working list:
a) Click “Select All”
d) Click on the button above that says “Prepare to Order Selection”
8. The system will then tell you which titles are available, etc., click “Order available documents”
9. You’ll then be on a page titled “Select Documents to Order”, click to select SUPO or MUPO for each title.
10. Click “Review Order”
11. This is the final step before actually placing the order. If you click “Submit Order”, these titles will be ordered.
1. Go to your ebrary site and sign in to your ebrary account
2. Click the Admin tab, then ACQUISITION tab
3. Click-to-select Patron Driven Acquisition (PDA)
4. OPTION A to limit by SUBJECT then PUBLISHER:
- Click Find by Subject
- Click to select the subject(s) to include (click + to narrow a subject further)
- Click Show Publishers
- Click to select the publisher(s) to include, or click “Select All Publishers” then click to remove specific publishers
- OPTION 1 if your search criteria is complete, click Show Documents
- OPTION 2 to narrow with additional search criteria, click Filter, enter search criteria, click Filter
… OPTION B to limit using the usual ADVANCED SEARCH features:
- Click Advanced Search
- It should come up with the PDA eligible collection already selected
- Enter search criteria
- Click Search ebrary
5. At this point, you will have a collection of titles that have met all your search criteria. Select only the titles in this list that you want to make available in your PDA collection (or click Select All).
6. Click Create PDA profile
7. Follow the prompts to name your profile, fill in your email, etc. Be sure the PDA box is checked. If you’re using fund codes, assign one. This is also where you can choose the option of “Loan first”.
8. Click Create. For alert that non-PDA-eligible titles will be removed, click OK.
That’s it. Your profile will have then been created! It has a search criteria and a collection. You can take a closer look at your collection (and narrow it further) by clicking the “View Collection” link in the PROFILE tab. Your profile collection should only include titles you want your patrons to access and potentially trigger for purchase.
After completing the above steps, the titles in your PDA collection will be active on your ebrary site once:
- ebrary’s Order Fulfillment team has designated funds to your PDA account
(check this under the LOAN/PDA tab)
- The profile’s associated fund code (if you assigned one) is enabled
(check this under the FUND CODE tab)
And at that point you will also have access to the ebrary MARC records for all the titles in your collection.
