Admins: An overview of PDA and Loans

PDA stands for Patron Driven Acquisition.  It is sometimes referred to as DDA – Demand Driven Acquistition

 

  • 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.
  • No distinction is made to your patrons about whether or not you’ve already purchased a title – they just know it is a title  available to them.
  • You can restrict the set of titles in your PDA collection as narrowly or broadly as you like – the PDA collection you make available should only contains titles you are happy to have purchased/loaned should they encounter sufficient usage.
  • We provide MARC records for all the titles in your active PDA collections so that you can make those titles discoverable.
  • Untriggered PDA discoverable titles will show as “Limited-user Title” until the title is triggered for loan or purchase, regardless of the purchasing model you’ve chosen (multi-user preferred, or single user).
  • Before your PDA account can be activated, you will need to allocate PDA funds via your sales rep or customer_service@proquest.com.
  • Your PDA account is set to either purchase only single-user licenses, or to purchase the highest-user license available for each book:
    • If you request single-user-purchases, then every PDA-triggered purchase will be purchased as single-user.
    • If you request highest-user license available, then every PDA-triggered purchase will be purchased as the highest-user license available for that book:
      • if available as multi-user, it will purchase as that;
      • if not, but available as 3user, it will purchase as that;
      • if not, it will purchase as single-user.

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

  • A loaned title is available as a single-user title 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
  • A loaned title can be copied, printed, and page-range downloaded just like a purchased title.
  • Profiles can be set for 1-day or 1-week loans
    • Loan rates vary by publisher
  • PDA+Loan profiles can be set to loan up to 3 times
  • The cost of the loans are not deducted from 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: The difference between a PDA profile’s “Search criteria” and its “Collection”

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:

  1. Set up the search criteria
  2. Run the search
  3. Add all the titles returned by the search to the collection
  4. 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 does NOT automatically remove titles in your collection that don’t meet the new restrictions.  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 by either adding or removing titles – regardless of whether they match your search criteria.

Admins: To run a profile’s search criteria, then add titles from the search results to the profile’s collection

ebrary does not automatically add the titles that match your search criteria into your PDA collection.  You need to run the search and add the results.

You can set a profile’s search criteria to run at certain intervals and then alert you if there are results that meet the profile’s search criteria.  Or you can go to the PROFILE tab and manually run a profile’s search.  In either case, you will then need to manually add any or all titles returned by the search to the profile’s collection.

To manually run a profile’s search, then add titles from the returned results to the profile’s collection:

1. Go to the PROFILE tab

2. Click “Run Search” for a profile

3. Once the search has finished, click “Select All” or select only the titles you want to add

4. Click the “+ Add to …” button

5. Note, if the profile is PDA+Loan, you will be given the choice to include or exclude titles that are not Loan eligible.

The added titles will now be part of that profile’s collection.

Admins: To assign or remove a Fund Code from a PDA profile

To assign a Fund Code to a PDA profile:

  • Go to the “PROFILE” tab under the “Admin” tab
  • Click “Edit Profile
  • Select the appropriate Fund Code
  • Click “Update

To remove a Fund Code from a PDA profile:

  • Go to the “PROFILE” tab under the “Admin” tab
  • Click “Edit Profile
  • Select the blank entry under the list of Fund Codes
  • Click “Update

 

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.