Admin: Pulling out certain publishers from profiles and collections

With the recent increases in loan rates by certain publishers, you might want to pull out certain publishers from your profiles and collections, and then build new collections to handle those publishers differently.

To exclude certain publishers from your existing profiles, you need to:

STEP 1:  change the search criteria, search, then save (the steps to do this are different depending on how your profile search criteria are set)

STEP 2:  remove any titles already in the profile that are by that publisher

STEP 1 when your profile was set up by clicking to select the publishers to include,  just click “Edit Publishers” and deselect the publishers you don’t want to continue including.  Instructions:

  1. Admin tab > Profile tab
  2. Click “Edit Profile”, scroll down to see “Edit Search Criteria” button, click it
  3. Click “Edit Publishers” down at the bottom
  4. Deselect any publishers you don’t want to continue including, Click “OK”
  5. Click “Search” button below the search criteria (very important!  otherwise you won’t truly save the changes)
  6. Click “Update Search Criteria”

STEP 1 when you haven’t restricted the publishers to a specific set, just add a search line for NOT “publisher xyz” for the publishers you don’t want included in that profile.  Instructions:

  1. Admin tab > Profile tab
  2. Click “Edit Profile”, scroll down to see “Edit Search Criteria” button, click it
  3. Add a search line:
    Publisher for NOT “publisher xyz”
    Or to exclude multiple publishers:
    Publisher for (NOT  “publisher xyz”) AND (NOT “defg abc”)
  4. Click “Search” button below the search criteria (very important!  otherwise you won’t truly save the changes)
  5. Click “Update Search Criteria”

STEP 2: To remove titles (by those publishers) that are already in the collection:

  1. Admin tab > Profile tab
  2. Click “View Collection”
  3. Click “Search Collection” (top right)
  4. Add a search line:
    Publisher for “publisher xyz”
  5. Click “Search” down below
  6. Click “Select all”
  7. Click “Remove selection from profile”

STEP 3 if you want to create a new profile and restrict it to just those publishers that you want to handle differently:

  1. Create a new profile
  2. In addition to the other search criteria you want to use, restrict the publisher set by clicking “Edit Publishers” down at the bottom
  3. Select the publishers to include, Click “OK”
  4. Click “Search” button below the search criteria (very important!  otherwise you won’t truly save the changes)
  5. Click “Update Search Criteria”
  6. You’ll also want to run the search and populate the profile’s collection with the results so that they will be among your active PDA discoverable titles.