ebrary Support Center

Tracking user-turnaways from single-user books

Many of ebrary most popular books from some of our most prominent publishers are only available as single-user, whereby access is limited to one patron per copy of the book (either online or offline).  If a second patron tries to access a book that’s already in use, they will see a preview-only copy of the book (see related article for details) and if they try to view more than a few pages they will be notified that the title is already in use.

To address this, ebrary allows all customers in the Academic Market the possibility of being notified of occurrences of turnaways, as well as auto-upgrading options.

Once an ebrary site is enabled for turnaway notification, the Admin librarian, who needs to sign in to ebrary with their Admin-enabled account, will have a TURNAWAYS tab in the Admin module, where they can specify the email contact to whom notifications should be sent.

These notifications occur once daily (frequency not yet adjustable) and include, for all titles that were turned away that day, a call to action with a link to view purchase options:  outright purchase of an additional single-user copy, upgrade to a multiple-user license, or initiation of a short-term loan of an additional copy of the book.

If you would like to take advantage of this feature and/or are unsure whether your site is properly configured, contact ebrary Technical Support.

To determine what kind of access you have to a particular book

To determine whether you have subscription or perpetual (“purchased”) access to a book:

1. Go to your ebrary site as usual
2. Click the “Advanced” link at the top next to the Search field
3. Select from the drop-down menu “Collection“, then select from the drop-down menu to the right either your site’s subscription collection (such as “Academic Complete”) or “Purchased Titles”
4. Add another search line and search for the particular title

Important!  If a title is only available on your site in a subscription collection and you want to use it for a class or other purpose that requires the book won’t go away, it is recommended that your ebrary admins purchase the title as perpetual access.

“Limited-user Title” will display in toolbar for book purchased on your site as:

• One single-user license
• Multiple single-user licenses for the same book
• A 3USER license

“Unlimited-user Title” will display in toolbar for book available on your site as:

• In a subscription collection, and so is unlimited multi-user
• Was purchased as an unlimited multi-user license

“Preview Title” will display in the toolbar for a book that:

• Is not available on your ebrary site

Using OR, NOT, AND to do a boolean search

Searching between search lines is an implied AND.  Within a search field, use the search operators: OR, NOT, and AND

Examples, searching the “Title” field for:

Italy OR Rome

All titles containing either the word Italy or the word Rome

Italy NOT Rome

All titles containing the word Italy, but not the word Rome

Italy AND Rome

All titles containing both the word Italy and the word Rome

Italy AND “in Rome”

All titles containing the word Italy and the phrase “in Rome”

Italy AND (Venice OR Florence)

All titles containing the word Italy and also either the word Venice or Florence

(Italy AND Venice) OR Florence

All titles containing either Florence or both Italy and Venice

Notes:

You must use regular quotation marks – smart/special quotation marks are ignored.

To use multiple search operators, use parentheses to designate order.

Unlike with proximity search, you can use quotes with boolean search.

You cannot lead with NOT, so for example you cannot do NOT Rome.

Admins: An overview of PDA and Loans

PDA stands for Patron Driven Acquisition.  The key feature of PDA is being able to provide a broader set of titles for your patrons – without having to purchase all those titles up front. With the PDA model, no distinction is made to your patrons about whether or not you’ve already purchased a title – they just know it is a title you have decided to make available to them.

You can restrict the set of titles you decide to make available in your PDA collection as narrowly as you’d like – you’ll want to be sure that the PDA collection you make available only contains titles you are happy to have purchased should they encounter sufficient usage.

We provide you with the MARC records for all the titles you decide to put in your active PDA collections so that those titles can be discoverable through your catalog.

Note, before your PDA account can be activated, you will need to allocate PDA funds by contacting your sales rep or customer_service@proquest.com.

To be alerted if your PDA funds run low you must configure the alerts, see:
http://support.ebrary.com/kb/low-funds-alert/

Loans refer to short-term loans of ebrary titles.  Loans work much like PDA except that “sufficient usage” of a title in an active Loan or PDA+Loan collection causes it to be loaned first, not purchased.  Features of Loans:

• A loaned title is available as single-user for the duration of the loan period – the title can be used by different patrons during the loan period, but just one patron at a time.
• A loaned title cannot be full-document downloaded, but a page range or chapter (page limitations apply) can be downloaded as an image PDF.
• A profile can be set up for 1-day or 1-week loans (typically at a per-loan price of 10%, 15% of purchase price), and for a max of 1, 2, or 3 loans.
• The cost of the loans are not deducted from the purchase price if the title is purchased.
• If the profile is set up as PDA+Loan, then after the max number of loans have been exhaused, additional sufficient use will cause the title to be purchased.
• If the profile is set up as just Loan, then after the max number of loans, the title will be removed from future loan consideration.
• The email address(es) listed in the profile AND in the fund code assigned to the profile (if there is one) will be notified by email on a daily basis of all loans initiated (if there are new loans to report).  The admin can at that point choose whether to:

a. Make no changes regarding a loaned title
b. Purchase a title outright (thereby preempting the cost of future loans)
c. Remove it from the profile’s active collection (thereby making it no longer available for loans or PDA purchase)

• Loans are not available for Corporate or Government sites due to publisher restrictions

Admins: What counts as triggerable usage

Any of the following usage will trigger a PDA title for either purchase or loan:

• 10 pages viewed in a single browser session (other than front or back matter*), or
• 10 minutes of viewing in a single browser session (other than front or back matter*), or
• 1 print of any page, or
• 1 copy from any page, or
• 1 download of either type and of any page (note, a title on loan cannot be full-document downloaded)

*Front matter and back matter are defined as the first 5% and the last 5% of a document’s pages.