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

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.