Admins: Automated Holdings Management for ebrary Perpetual Access and PDA/DDA titles in ProQuest Workflow Solutions products
Your ebrary Perpetual Access and PDA/DDA holdings can be set to automatically update in:
- Client Center
- All 360 services
- Ejournal Portal
Note that perpetual titles and any active PDA/DDA-discoverable titles are combined for the purposes of auto holdings update. It is not currently an option to only auto-update one or the other (perpetual or PDA/DDA) – it is currently none or both. And it is important not to manually edit this database in Client Center once auto-updating has been enabled.
Once the automation settings are in place, changes to your ebrary Perpetual Access and PDA/DDA holdings will be automatically loaded every night (US time), directly into Client Center and Intota.
From Client Center, holdings information will propagate to:
- 360 services
- Ejournal Portal (next day)
- Summon (for Summon Index timing, see Summon update article)
In Client Center, titles held by your library will have status: “Subscribed”
To set up automated holdings management for your Perpetual Access and PDA/DDA titles:
1. In your Client Center Data Management profile, add the database:
Ebrary Perpetual Access, PDA, and STL, database code JJU
(note, for EBL (Ebook Library) the correct database code AZZ)
2. On the Database Details page, check the box for:
“We subscribe to only some of the titles in this database“
3. On Database Details page, in Custom URL field, enter your ebrary URL:
where xxxxxx is your library’s ebrary site name
4. Email email@example.com (or for EBL: firstname.lastname@example.org) to request that your ebook site be configured to automatically send your ebook holdings to Client Center.
- Perpetual or DDA titles on your ebrary site that are provided by an ebrary consortia parent site are included in your auto-holdings update exactly as if they were perpeutal or DDA titles that originated on your ebrary site.
Automated Holdings Management does not impact other library workflows or any functionality of your 360 and Summon services. Examples of related activities that remain unchanged:
- Making ebook titles discoverable via your library catalog. The workflow to add, delete, and update ebook records in your catalog remains unchanged since it takes place separately from the Automated Holdings Management process.
- Using 360 Resource Manager Alerts for resource changes in your Client Center profile. Alerts will recognize Client Center updates made by Automated Holdings Management.
- Using 360 Counter or 360 Resource Manager to apply costs. The costs remain attached to resources as holdings are routinely updated through the automated program.
Custom status indicators (such as Purchased or License Negotiation) set up through a library’s 360 Resource Manager subscription currently cannot be applied to automated holdings management.
Subscriptions , such as Academic Complete, are represented as separate databases in Client Center. These holdings are not included in the Automated Holdings Management program.
- When you subscribe to a subscription , update your Client Center Data Management profile with the new database.
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