Admin: Pulling out certain publishers from profiles and collections

With the recent increases in loan rates by certain publishers, you might want to pull out certain publishers from your profiles and collections, and then build new collections to handle those publishers differently.

To exclude certain publishers from your existing profiles, you need to:

STEP 1:  change the search criteria, search, then save (the steps to do this are different depending on how your profile search criteria are set)

STEP 2:  remove any titles already in the profile that are by that publisher

STEP 1 when your profile was set up by clicking to select the publishers to include,  just click “Edit Publishers” and deselect the publishers you don’t want to continue including.  Instructions:

  1. Admin tab > Profile tab
  2. Click “Edit Profile”, scroll down to see “Edit Search Criteria” button, click it
  3. Click “Edit Publishers” down at the bottom
  4. Deselect any publishers you don’t want to continue including, Click “OK”
  5. Click “Search” button below the search criteria (very important!  otherwise you won’t truly save the changes)
  6. Click “Update Search Criteria”

STEP 1 when you haven’t restricted the publishers to a specific set, just add a search line for NOT “publisher xyz” for the publishers you don’t want included in that profile.  Instructions:

  1. Admin tab > Profile tab
  2. Click “Edit Profile”, scroll down to see “Edit Search Criteria” button, click it
  3. Add a search line:
    Publisher for NOT “publisher xyz”
    Or to exclude multiple publishers:
    Publisher for (NOT  “publisher xyz”) AND (NOT “defg abc”)
  4. Click “Search” button below the search criteria (very important!  otherwise you won’t truly save the changes)
  5. Click “Update Search Criteria”

STEP 2: To remove titles (by those publishers) that are already in the collection:

  1. Admin tab > Profile tab
  2. Click “View Collection”
  3. Click “Search Collection” (top right)
  4. Add a search line:
    Publisher for “publisher xyz”
  5. Click “Search” down below
  6. Click “Select all”
  7. Click “Remove selection from profile”

STEP 3 if you want to create a new profile and restrict it to just those publishers that you want to handle differently:

  1. Create a new profile
  2. In addition to the other search criteria you want to use, restrict the publisher set by clicking “Edit Publishers” down at the bottom
  3. Select the publishers to include, Click “OK”
  4. Click “Search” button below the search criteria (very important!  otherwise you won’t truly save the changes)
  5. Click “Update Search Criteria”
  6. You’ll also want to run the search and populate the profile’s collection with the results so that they will be among your active PDA discoverable titles.

Admins: To export a collection, or the results of a search on a collection

You cannot directly export from “View Collection” or “Search Collection” results. However, once you have done “Search Collection” (using a blank search to get all titles in the collection, or with your desired search criteria) and have run the search, simply click on the “SEARCH” tab at the top (without doing anything else), and then you have access to the “Export Search Results” button.

To export a list of titles in a profile collection that are, for example, over $250:

1. Go to the “Admin” tab, then “PROFILE” tab

2. Click the “View Collection” link for the desired collection

3. Click the “Search Collection” button

4. Set the search criteria to (for example) List Price = 250.01 to 99999
Don’t use more than about six digits of 9′s or the search won’t work
(or you can do a blank search to get all titles in the collection)

5. Click the “Search” button below the search criteria

6. Your desired search results should now be listed

7. Without doing anything else, click the “SEARCH” tab at the top

8. You should now see your same search results

9. Click the “Export Search Results” button near the top right

Admins: Fund codes for loan-only profiles

For loan-only profiles, the “Loan Fund Code” setting is the only one that controls spending for the profile.

fund code on loan-only profile

 

As the screenshot indicates, a loan-only profile is one where the “PDA” box is *not* checked, and the “Loans” box is.

ebrary VPAT regarding accessibility

ebrary’s Voluntary Product Accessibility Template (VPAT) was updated in April 2015.  The VPAT is a self-reported evaluation of accessibility against Section 508 criteria (which is U.S. based).  These are different from a third-party accessibility audit against Level AA of WCAG 2.0 (which is used internationally).

ebrary has two VPATs because the new Reader is at a higher level of accessibility than the rest of the existing platform. Use the links below to access these documents:

ebrary VPAT – Detail Page & Reader (PDF)

ebrary VPAT – Search & Bookshelf (PDF)

 

Admins: What counts as triggerable usage

Any of the following usage will trigger a PDA eligible title for STL or purchase:

  • Viewing, either:
    • 10 pages viewed (unique pages) 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*)
      • Note:
        • Viewing time is counted between page turns
        • If the time between page turns exceeds 3 minutes, it is counted as just 1 minute
        • Leaving a book open to a page for more than 10 minutes then closing the book will not cause a trigger
  • Printing: 1 print of any page, or
  • Copying: 1 copy from any page, or
  • Downloading: 1 download 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.