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.

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.

Admins: To create a new PDA or PDA+Loan profile

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)
    Due to system limitations, avoid selecting all and then deselecting a few –
    It will result in the error message “Unfortunately, we couldn’t find any documents that match your search criteria. Please try again.”
  • Click Show Publishers
    Due to system limitations, avoid selecting all and then deselecting a few –
    It will result in the error message “Unfortunately, we couldn’t find any documents that match your search criteria. Please try again.”
  • 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.
  • You can choose the option of “Loans before purchase” to make this a PDA+Loan profile (except Loans are not available for Corporate or Government sites due to publisher restrictions):
    • If a title is Loan-eligible, triggerable use will cause it to be loaned; after max loans, triggerable use will cause it to be purchased
    • If a title is not Loan-eligible, triggerable use will cause it to be purchased right off
  • The email address(es) listed here will be notified for the following:
    • When the profile’s search criteria is auto-rerun, if new results matching the search criteria are found
    • When a loan is initiated, a notification email is sent
      • In the email, the recipient is given the option of purchasing the loaned title without further loans, removing it from the PDA discoverable list, or making no change
      • This email will also be sent to the email address(es) listed in the fund code if one is assigned to the profile

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.

Admins: To create a Loan-only or PDA+Loan profile that includes ONLY loan-eligible titles

To create a Loan-only or PDA+Loan profile that allows ONLY loan-eligible titles:

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 “Loan” (this is important!)

4. Click “Advanced Search

  • It comes up with the “Loan eligible” collection selected, leave that
  • Add lines to enter additional 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 Loan collection (or click “Select All”).

6. Click “Create PDA profile

If you don’t see that button, you may not have PDA admin privileges

7. Follow the prompts to name your profile, fill in your email, etc.

  • Click the checkbox for “Loans before purchase” and fill in the loan criteria
  • The email address(es) will be notified for the following:
    • When the profile’s search criteria is auto-rerun, if new results matching the search criteria are found
    • When a loan is initiated, a notification email is sent
      • In the email, the recipient is given the option of purchasing the loaned title without further loans, removing it from the PDA discoverable list, or making no change
      • This email will also be sent to the email address(es) listed in the fund code if one is assigned to the profile

8. Click “Create“.  For alert that non-PDA-eligible titles will be removed, click “OK

9. To create a Loan-only profile (such that after the maximum number of loans the titles will not be automatically purchased, but will instead be removed from the profile’s collection), then you’ll need to do the following:

  • Go to the PROFILE tab
  • Click the profile’s “Edit Profile” link
  • In the profile setup window, un-check the PDA box
  • If you set your profile up this way (i.e., as Loan only), you do not need to designate PDA funds as described below

You can take a closer look at your collection (and narrow it further) by clicking the “View Collection” link in the PROFILE tab.  Make sure your profile collection only includes titles you want your patrons to access and potentially trigger for loans and perhaps purchase.

If you have created a PDA+Loan profile, it won’t be active until ebrary’s Order Fulfillment team has designated funds to your PDA account (check this under the LOAN/PDA tab)

Once the profile is active, you will have access to the ebrary MARC records for all the titles in the collection

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