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How can I adjust the settings for my PDAs in EBSCOhost Collection Manager?

EBSCOhost Collection Manager allows you to change the settings for your in-progress and active PDAs.

To adjust the settings for your PDAs:

  1. Click PDAs in the toolbar in the upper right.

  2. Depending on the status of the PDA you would like to adjust, select Active PDAs or In Progress PDAs.

  3. Click the name of the PDA you would like to adjust.

  4. Click the Edit Settings button to adjust the settings for your list.

    click edit setting button
  5. Make your desired changes to the PDA list.

    edit list settings
    • List Name - Modify the name of your list in the field provided.

    List Settings

    • Acquisition Type - Change your list type to For Purchase or Patron Driven Acquisition. (If changing to PDA from an Ownership List)

      • For Purchase: For purchase lists are simply lists of books that you are submitting to be purchased at the selected Access model.

      • Patron Driven Acquisition (PDA) : PDA lists will become an active collection in your ECM account. The books in the PDA will become visible to your patrons allowing them to trigger the books for purchase if the experience usage. For more info on PDA, visit: What is Patron Driven Acquisition (PDA)?

    • Payment (PDA Only) - Select a payment type for your PDA list.

      • Deposit: Pay Now - Enter an amount you would like to deposit and EBSCO will invoice you for the full amount within 2 business weeks. The titles that you purchase or loan will be debited from this deposit. Your PDA will never charge you more than your deposit amount.

      • Budget: Pay as You Go - Enter an amount you would like to cap purchases at. EBSCO will invoice you weekly for the titles that were purchased or loaned. Your PDA will never charge you more than your budget amount.

    • Deposit/Budget - Enter a dollar amount to set your deposit or budget for your PDA list.

    • Fund Code - Select a Fund Code from the drop-down menu.

    Smart PDA Options

    • Loan to Own - Select this option to purchase a perpetual access copy for titles on your PDA list for any title that surpasses your Loan Limit. After a title is purchased, it will no longer trigger loans.

      • Loan Limit - Select the number of loans by patrons at which the purchase of a title is triggered.

      • Purchase Titles at - Select an access model at which titles are purchased when the loan limit is reached. Note: If a title is not available at the selected model, ECM will purchase the title at the next available lower cost model. ECM will never purchase an access model higher than you have selected.

    • Loan Only - Select this option to make titles available to users until a specific number of loans has been reached. Once that number has been reached, the title is removed from the PDA.

      • Loan Limit - Set the maximum number of loans for each title in your PDA list. Once that limit has been reached, the title is removed from the list.

    Notifications (All settings PDA Only)

    • Send To - Enter an email address to be notified via email when your account drops below a certain amount of money remaining.

    • Alert Amount - Enter an amount at which you would like to be notified when you account drops below it.

    • Send To - Enter an email address to be notified of any titles that are removed based on publisher restrictions.

  6. Additional Notes - Enter any desired notes on your list.

     

See also:

What is Patron Driven Acquisition in EBSCOhost Collection Manager?
How do I create a PDA in EBSCOhost Collection Manager?