ebrary Support Center

Admins: To modify the search criteria of an existing PDA profile

Go to your ebrary site and sign in to your account with PDA admin privileges, then:

1. Under the PROFILE tab, select “Edit Profile” for that profile
2. Click the “Edit Search Criteria” button (over at the right)
3. Change the search criteria as desired
4. Click “Search ebrary” (Important!  This step is required to set the changes.)
5. Click “Update Search Criteria” (over at the right) to save this new search criteria for the PDA profile.

Going forward, when you use the “Run Search” command for this PDA profile, or when the system automatically runs the search for this PDA profile, the new search criteria will be used.

Important note! If you’ve narrowed your search criteria, it does NOT automatically remove titles from your collection that do not meet the new restrictions.

If you’ve narrowed your search criteria and want to REMOVE titles from the collection, see
http://support.ebrary.com/kb/remove-titles-pda-collection/

Admins: To re-run a search, then add to the collection only those titles that don’t match certain criteria

For example, let’s say you constructed your profile’s search criteria without publisher restrictions because there was just one publisher you didn’t want and the search string for that was too long for the ebrary system to handle.  But now, when you re-run your search, you only want to add the titles that are NOT by a particular publisher.  Here’s one way to do that:

OVERVIEW:
Run the search, put the results in your working list, search your working list for the publisher(s) you don’t want and then remove that list of titles from your working list, then add everything that’s left in your working list to your profile collection.

STEP-BY-STEP INSTRUCTIONS:

1. First, go to the “Search” tab, then the “LIST” tab (which is your working list)
2. Click “Select All” then “Remove Selection from List” to clear out your working list

Your working list should now be empty

3. Go to the PROFILE tab
4. Click “Run Search” for the profile
5. Once the search has finished, click “Select All” and then “Add to Working List”

Your working list should now have all matches to your search criteria that aren’t yet in your profile.

6. Go to your working list (“Search” tab, “LIST”)
7. Click “Search Working List”
8. Enter the search criteria to select all the publishers you DON’T want
9. Click “Search”

The list of titles returned should be all the matches that you DON’T want, so…

10. Click “Select All”
11. Click “Remove Selection from List” to remove these from your working list

Click the “LIST” tab again to get back to your new-and-improved working list

Your working list should now have all matches that you DO want, so…

12. Click “Select All”
13. Click “Update Profile with Selection”
14. In the drop-down menu, select your profile
15. Click to select “Add”
16. Click “Submit”

That’s it, the matches minus the publishers you don’t want have been added to your collection.

If you want to look at your new-and-improved profile collection:

17. Click “Admin” tab, then “PROFILE” tab
18. Click “View Collection” for the profile

Note, if you were to do a “Run Search” again on that profile right away, it would only return titles by the publishers you don’t want.

Admins: To sum up the purchase price of all PDA discoverable titles

Get the Holdings Report for all your PDA collections (or for each PDA collection separately), selecting “Full Metadata”

Sum up the “List Price” column, and that’s pretty much the purchase price of your PDA discoverable titles.

For additional accuracy, if you have multiple PDA profiles:

• A title might erroneously remain in one PDA collection even though it’s already been purchased (and removed from a different PDA collection)
• So to be accurate, get the Holdings Report for your PDA collections (or for each profile separately), selecting “Purchase Data”.  Then sum up that “List Price” column, and deduct it from the total above.

Admins: Single-user vs multi-user purchases from PDA accounts

You can request to have your PDA account set up as multi-user-purchases-preferred or single-user-purchases:

• If you request multi-user-purchases-preferred, then every PDA-triggered purchase will be purchased as multi-user if available; otherwise it will be purchased as single-user.
• If you request single-user-purchases, then every PDA-triggered purchase will be purchased as single-user.

To restrict a PDA profile to only include titles if they are available as multi-user:

• In your PDA profile search criteria, add License Type is multi-user.
• If you add this restriction AFTER you already generated your PDA collection, you’ll need to empty the collection and rebuild it:
  • Delete all titles from the collection:
    • “Profile” tab
    • “View Collection”
    • “Select All”
    • “Remove selection from Profile”
  • Re-run the search:
    • “Profile” tab
    • “Run Search”
  • Add the newly matching titles to your collection:
    • “Select All”
    • “Add to …”

Admins: “ebrary Profile Alert” emails

You will receive ebrary Profile Alert emails informing you of new ebrary titles that match your PDA profile search criteria (unless you’ve set the frequency to zero)

• These titles are NOT automatically added to your profile collection
• The email will show at most 60 new titles, but once you follow the link to the “Run Search” results, you will see all titles that match the profile’s search criteria and are not in the profile’s collection
• Even titles you’ve excluded in the past will still be in this list, but the newest matches will be at the top

To add titles shown in the “ebrary Profile Alert” email to your PDA collection:

1. From within the email, click the Update Profile link
2. This will run your profile’s search criteria and show you the results
3. To add titles to your collection, click the check-box to the left of each title (or Select Page or Select All)
4. Once you’ve selected the titles you want to add, click the “+ Add To …” button (top left)
5. Those titles will then be part of the profile’s PDA collection
6. If your PDA collection is active, the MARC records for these titles will be available to you.  To access the MARC records right away, go to your ebrary MARC records page, click “Update MARC Data”, and a new line will appear that will include links to the MARC records for the added titles

To change the frequency or email address for the profile alert email:

• Go to PROFILE tab, click Edit Profile link
• Set frequency to zero to stop receiving alerts

Note, the Update Profile link in the email simply automates the following steps which you can do on your own at any time:

• Go to your ebrary site and sign in
• Go to Admin tab, PROFILE tab
• Click Run Search for the profile