Admins: Your weekly “PDA Trigger Report”

The “PDA Trigger Report” is emailed every Thursday to the admin(s) on file.
If you are not receiving a weekly PDA trigger report and should be, email

The messaging in the email cover letter includes:

  • Total $ amount your site has spent on PDA purchases (perpetual access licences or loans) from beginning – not limited to past 12 months
  • Number of PDA purchases (perpetual access licences or loans) from beginning – not limited to past 12 months

The report now consists of TWO separate tabs:

1. PDA Orders” tab shows the trigger and purchase data for all your PDA discoverable titles that have been purchased as either perpetual access or as a loan within the last 12 months.  This tab is sorted by descending Purchase Date, with the most recent purchases at the bottom.

  • The left-most columns are basic identifying details about the title:
    ebrary DocID, ISBN Print, ISBN Electronic, Title
  • Next are the trigger and purchase details:
    • Trigger type:
      • View, Copy, Print, Chapter Download, or Full Download
    • Type of purchase:
      • STL – 1day(s) = one-day loan
        STL – 7day(s) = one-week loan
        SUPO = single-user perpetual access license
        MUPO = multi-user perpetual access license
    • Price components:
      • The title’s single-user perpetual-access list price
      • The purchase multiplier for this particular purchase
        <100% for loans, 100% for SUPO, >100% for MUPO
      • The computed price for this purchase
  • The right-most columns are additional identifying details about the title:
    Publisher, Year Published, LC Call Number, etc.

2. Title Usage” tab shows usage data for the PDA discoverable titles that have been triggered and purchased as either perpetual access or as a loan AND have had usage within the past 12 months.

  • Once a title is triggered, we show all usage for it on the “Title Usage” tab – even the trigger-event usage and any ‘free’ usage on the title prior to it being triggered.

QuickView: To search for text within a book

ebrary is upgrading sites from QuickView to a new reader.  Not sure which your ebrary site has?  Take a quick look at the menu tabs across the top:

  • If there is a QuickView tab, your ebrary site still uses QuickView
  • No QuickView tab means your ebrary site has the new reader


Searching within a book in QuickView:

1. To the right of the text of the book, under the TOC tab, enter your search term(s) in the text field (the small rectangular box)

2. Click the “Search Document” button next to the text field

3. This will locate each occurrence of the search term(s) within the book

  • If the “Highlight search terms” box is checked, it will highlight each instance
  • A small magnifying-glass icon will appear in the TOC next to each chapter that contains the search term
  • The “Rank” is an indication of how many times it is found in that chapter – the longer the bar, the more occurrences

4. You can click one of the magnifying glasses to go to the first occurrence of the search term(s) in that chapter

5. You can also use the magnifying-glass-arrow icons above the text of the book to skip to the next (or previous) occurrence of the search term


To export or copy a citation

ebrary includes a full citation with every copy or print.  You can either:

I. Export or copy the citation for an individual book,

II. Export the citations for a set of books.


I. Export or copy the citation for an individual book:

  • From a search-results list:
    • Click “EndNote & Citavi” or “RefWorks” button below metadata
  • From within the new reader
    • Click the “Cite Book” icon
    • Click the desired citation button, or use command-c to copy the citation

II. Export the citations for a set of books:

  • Put the books into a folder on your bookshelf
    • Note: a book can reside in multiple folders on your bookshelf, so putting a book in a folder called “For Endnote”, for example, does not remove it from the other folder(s) you might have that book in.
  • Open the folder in your bookshelf
  • Click on the “EndNote & Citavi” or “RefWorks” button above the list of titles


Note, an EndNote export can be uploaded directly into EasyBib, NoodleBib, or Zotero:

  • Export citation(s) to EndNote
  • Open the exported EndNote text file from within the desired destination citation software
  • For more detail, see:


Note, ebrary citations do not include a URL to the book on your particular ebrary site because people referring to your citation might not have access to your ebrary site.  Instead, it is either, which is a URL to ebrary’s public “about ebrary” site, or it is simply “ProQuest ebrary”, depending on the citation style you’ve selected.  Anyone checking the citation can then go to ebrary’s public “about ebrary” site and enter the book’s title in the search field.  If that book is still available through ebrary when the citation is checked, the system will try to take them to a copy of the book.  If that person’s computer has a cookie for an ebrary site, and the book is available on that site, they will be taken to the book on that site.  If not, they will be taken to a copy of the book on ebrary’s public preview site.

EndNote, Zotero, Mendeley citation format details

To create a citation file in .ris format:

  1. From ebrary, export/save the citations:
    1. Go to your ebrary site
    2. From a search:
      1. Perform a search
      2. Select the book(s) whose references you want to export
      3. Click the EndNote button
      4. If given an option, click Save File.  Otherwise, the file should be downloaded as a .action file (from FireFox) or as a .ris file (from Chrome, IE) into your Downloads folder
    3. Or, from a Bookshelf folder:
      1. Sign in to your personal ebrary account
      2. Add the books (whose references you want to export) to your ebrary bookshelf
      3. Select the Bookshelf tab
      4. Put the books in a folder.  You must put your references in a folder in order to export them to EndNote
      5. Click the folder name to view its contents.  Select Export entire document to EndNote
  2. Then, from EndNote, Zotero, or Mendeley (desktop), import the citations
  3. Example for EndNote:
    1. Open EndNote and log in
    2. Select Import References on the Collect tab
    3. Click Browse and locate the file you exported above
    4. Select RefMan RIS as the Import Option
    5. Select Unfiled, or select or create a group to add the citations to
    6. Click Import
    7. Your citations are now in EndNote

If EndNote opens automatically when you click the EndNote button in ebrary

  1. Click the default option: Open
  2. EndNote will prompt you for the reference library in which you want to save the citation. Choose a library
  3. EndNote displays the library. The citation will be shown under Imported References


Admins: Using Admin-tab tools to search for and order a title

These are the basic steps to search for and order a title:

  1. Go to your ebrary site
  2. Sign in using a username that has Admin-tab ordering privileges
    For admin privileges, see
  3. Click on the “Admin” tab, then the “ACQUISITIONS” tab
  4. Click on “Perpetual Access“, then click the “Advanced Search” button
  5. It should come up with the “All Purchasable” collection already selected
    IMPORTANT! To purchase titles already on your ebrary site, you need to change the collection to “All” (instead of “All Purchasable”)
  6. Set your search criteria.  Click the + sign to add additional search lines
  7. Select “Search ebrary” down below the search criteria
    For prices to show, click the “Long” button to see full info for each title
  8. Click to select each title you want to order as perpetual access
  9. Click the “Prepare to Order Selection” button.
  10. The system will then tell you which titles are available, etc.,
    click “Next
  11. You’ll then be on a page titled “Select Documents to Order”,
  12. click to select SUPO, 3USER or MUPO for each title
    (Note, some titles are not offered as 3USER or MUPO.)
  13. Click “Review Order
  14. This is the final step before actually placing the order…
    if you click “Submit Order“, the titles will be ordered

Note:  if you purchase a title that’s already on your site in a subscription collection, the URL will remain the same and you will not be sent a duplicate MARC record.

Note: The $ icon shows next to purchasable titles that you do NOT already have on your ebrary site.

Note:  you can check the status of all orders using the “ORDERS” tab.