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support.ebsco.com EBSCOhost Collection Manager Patron Driven Acquisition Tutorial

Support.ebsco.com EBSCOhost Collection Manager Patron Driven Acquisition Tutorial

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Page 1: Support.ebsco.com EBSCOhost Collection Manager Patron Driven Acquisition Tutorial

support.ebsco.com

EBSCOhost Collection ManagerPatron Driven Acquisition

Tutorial

Page 2: Support.ebsco.com EBSCOhost Collection Manager Patron Driven Acquisition Tutorial

Welcome to the EBSCOhost Collection Manager tutorial on Patron Driven Acquisition. Patron Driven Acquisition or (PDA) is an acquisition method for acquiring content chosen by patrons rather than librarians. PDA lists are sets of titles that are exposed to patrons for browsing. These titles are not purchased until the

title is triggered by a patron in EBSCOhost.

Page 3: Support.ebsco.com EBSCOhost Collection Manager Patron Driven Acquisition Tutorial

PDA list titles are purchased once any of several triggers are activated by a user, including browsing a title for 10 minutes in a single session, performing more than 10 page turns on a title in a session, and several

more. Note however, the user is never aware that their actions are actually triggering the purchase of a title. In this tutorial, we will look at creating a PDA list as a selector and adding titles to it. Then we will look at

approving the PDA list as an approver.

Page 4: Support.ebsco.com EBSCOhost Collection Manager Patron Driven Acquisition Tutorial

First, we will create the PDA list. From the Home screen, you can create a PDA list by clicking the Create a PDA List link on the left of the screen, or click the Create PDA List in the My PDAs drop-down menu.

Page 5: Support.ebsco.com EBSCOhost Collection Manager Patron Driven Acquisition Tutorial

After selecting to create a new PDA list, name your list and choose your list settings. When creating your PDA, you can also set your Deposit or Budget amount. Note that a minimum deposit or budget of $2,500 is

required. After choosing your PDA settings, click Save PDA.

Page 6: Support.ebsco.com EBSCOhost Collection Manager Patron Driven Acquisition Tutorial

The new list is added to your In Progress PDAs list. Next, we will search for titles to add to this list. Enter your search terms in the Find fields provided. You can use the Select Field drop-down menus next to each

Find field to limit your terms to certain fields, such as Author, Title, or ISBN. You can access limiters to apply to your search by clicking the Full Search Options link.

Page 7: Support.ebsco.com EBSCOhost Collection Manager Patron Driven Acquisition Tutorial

Apply limiters such as Content Type and List Price to limit your results. After applying any desired limiters, click the Search button.

Page 8: Support.ebsco.com EBSCOhost Collection Manager Patron Driven Acquisition Tutorial

On the result list, you can select the PDA Eligible limiter under Refine Your Results to view only titles that are eligible for PDA purchase. Next, click the Add to List/PDA link for a title to add it to the PDA list. You

can also click the Add Page to List/PDA to add all displayed titles to your PDA.

Page 9: Support.ebsco.com EBSCOhost Collection Manager Patron Driven Acquisition Tutorial

When you click Add to List/PDA, a window is displayed. Select the Add to PDA button and then choose your PDA from the drop-down list. Select an Access Model or Loan Terms and click the Add to PDA

button at the bottom of the window.

Page 10: Support.ebsco.com EBSCOhost Collection Manager Patron Driven Acquisition Tutorial

At any time, you can update the settings for your list from the In Progress list screen. Click List Settings and then click the Edit Settings button. Make your changes in the Settings menu and click the Save

Settings button.

Page 11: Support.ebsco.com EBSCOhost Collection Manager Patron Driven Acquisition Tutorial

When you are ready to submit your list to your institution’s approver, click the Submit for Approval button.

Page 12: Support.ebsco.com EBSCOhost Collection Manager Patron Driven Acquisition Tutorial

Select an approver from the drop-down list and click Submit. Your PDA list has now been submitted for approval and purchase.

Page 13: Support.ebsco.com EBSCOhost Collection Manager Patron Driven Acquisition Tutorial

Next, we will look at approving the submitted list from an approver account. Approvers can access submitted PDA lists from the My PDAs menu, or the Submitted Lists box on the right. Click Add to Cart to

add the PDA list directly to the cart or click on the hyperlinked title to review the list before adding it to the cart.

Page 14: Support.ebsco.com EBSCOhost Collection Manager Patron Driven Acquisition Tutorial

When you review the list, you have the option to reject it, adjust the deposit or budget amount, or simply add it to the cart to complete the purchase. When you reject a list, you can add a message to the selector with instructions on how to adjust the list before re-submitting. In this example, we will click Add to Cart to

purchase the PDA list.

Page 15: Support.ebsco.com EBSCOhost Collection Manager Patron Driven Acquisition Tutorial

Review the order summary, check the box to acknowledge you have read and agree to the Order Terms, and click Finalize Order to complete your purchase.

Page 16: Support.ebsco.com EBSCOhost Collection Manager Patron Driven Acquisition Tutorial

Select a billing contact from the Bill To drop-down menu and select a Bill Address from the available options. Then click Submit Order. Your purchase is complete and your PDA titles will soon appear as

available to your users. Please note, if you do not see the correct billing address or correct contact information, you should contact EBSCO Technical Support.

Page 17: Support.ebsco.com EBSCOhost Collection Manager Patron Driven Acquisition Tutorial

Returning to the home screen, you can access Help information by clicking the links found in the Using ECM section. Within the online help system, a full range of instructions are available in the menu on the left.

Page 18: Support.ebsco.com EBSCOhost Collection Manager Patron Driven Acquisition Tutorial