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

Admins: To create a PDA profile from a pre-selected set of titles in your working list

First, to add titles to your working list, see

http://support.ebrary.com/kb/category/en/admin/workinglists

Once you have a particular set of titles in your working list, you can build a PDA profile that contains just those titles as follows:

1. Go to your ebrary site

2. Sign In using your username with PDA privileges

3. Click the Admin tab, then ACQUISITION tab

4. Click-to-select Patron Driven Acquisition (PDA)

5. Click Advanced Search

  • It should come up with the PDA eligible collection already selected

6. Set any search criteria you’d like, or none

  • Click Search ebrary for a search of all PDA eligible titles
  • Or, enter criteria such as “Publication date” is “2012” to “2099” to keep the results smaller and quicker, and then click Search ebrary

7. Without clicking-to-select any of the titles, click the Create PDA profile button

8. You’ll be alerted that your collection is empty, click Create

9. 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 (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 purchase
  • Probably set the search frequency to 0 since this is a manual collection
  • The email address(es) will be notified for the following:
    • If the profile’s search criteria is auto-rerun and 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

10. Click Create.  You now have a PDA profile with an empty collection

11. To add all the titles in your Working List to the profile’s collection:

a. Click the Search tab, then the LIST tab to see your Working List

b. Click Select All to select all the titles in your Working List

c. Click the Update Profile with Selection button

d. Select the PDA profile from the drop-down menu

e. Click Submit

f. You’ll be alerted if titles in the list aren’t PDA eligible

12. That’s it!  You now have a PDA profile with your pre-selected set of titles.

 

To review your PDA profile’s collection (with the option of narrowing it further or adding to it), click the View Collection link in the PROFILE tab

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 search for and remove specific titles from an existing PDA collection

A common reason to search for and remove titles from an existing PDA collection is to check for titles whose list price is over a particular amount.

  • If you’ve added a price threshold to your profile’s search criteria, you’ll likely want to remove titles over that amount that are already in your collection.
  • Or even if you’ve had a price threshold in the search criteria from the beginning, the price of books do sometimes go up – and titles already in the collection are not filtered by the profile’s search criteria.

Go to your ebrary site and sign in to your individual ebrary account that has PDA admin privileges, then:

  1. Under the PROFILE tab, select View Collection for that profile,
  2. Click the Search Collection button (over at the right)
  3. Enter your search criteria to find the kind of titles you want to remove, e.g.
    1. Publisher is XYZ
    2. List Price is 300.01 to 99999 (to remove all > $300)
      Don’t use more than about six digits of 9’s or the search won’t work
  4. Click to select individual titles (or use Select All)
  5. Click the Remove Selection from Profile button.

This will remove all selected titles from the profile’s collection.

Once you remove these titles from the PDA collection (assuming it’s an active PDA collection), your MARC records page can be updated to reflect these changes right away.  On your ebrary MARC records page, click “Update MARC Data”.  This will cause a new dated/time-stamped line to appear, and the deleted titles will be listed in the “Deleted Titles” and “Deleted Titles (Excel)” links on that line.

Note, the above steps 1-5 remove titles from your PDA profile collection, but they don’t change your profile’s search criteria.  If you haven’t already, you’ll likely want to change your profile’s search criteria so that searches going forward will have the restrictions.

Admins: To remove (or add) a list of docIDs from an existing PDA collection

Go to your ebrary site and sign in to your individual ebrary account that has PDA admin privileges, then:

1. Empty out your working list

  • Go to your working list (under the “Search” tab, under “LIST“)
  • Click the “Select All” link (to select all the titles in your working list)
  • Click the “Remove Selection from List” button
  • You now have an empty working list

2. Import the list of docIDs into your working list:

  • Open the file of docIDs and copy the list of docIDs
  • Go to your working list (under the “Search” tab, under “LIST“)
  • Click on “Import/Export
  • Paste in the copied list of docIDs
  • Click button to indicate docIDs
  • Click “Import
  • All the currently available docIDs from your list are now in your working list

3. Add or remove the contents of your working list from a profile

  • Go to your working list (under the “Search” tab, under “LIST“)
  • Click the “Select All” link (to select all the titles in your working list)
  • Click the “Update profile with selection” button
  • Select either “Addor Remove

That’s it, you’ve now added or removed any of those docIDs from your PDA collection.