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