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How do I create a PDA in EBSCOhost Collection Manager?

Patron Driven Acquisition (PDA) is a library term that represents an acquisition method for filling library shelves with content chosen by patrons rather than librarians.

In EBSCOhost Collection Manager (ECM), the concept of PDA is implemented with the use of PDA lists, which can be created from both the Home screen and the Result List.


Create a PDA List from the Home Screen

To create a PDA in ECM from the Home Screen:

  1. Click the New in the PDAs drop-down menu at the top of the screen.

    click New under PDAs menu

  2. Name your list and choose your list settings. When creating your PDA, you can also set your Deposit or Budget amount.

    Note: A minimum deposit or budget amount of $1,000 is required to create a PDA.

    PDA settings

  3. Click Save PDA.

    Your PDA has been created.

Add Titles to a PDA

The next step is to add titles to your PDA.

  1. Search ECM for titles to add to your PDA.

    Note: When searching, you can use the PDA Eligible limiter to view only titles that are eligible for PDA purchase.

  2. 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.

  3. Select the Add to PDA button and then choose your PDA from the drop-down list.

  4. Select an Access Model or Loan Terms and click the Add to PDA button at the bottom of the window.

  5. Click Add to Cart to add the PDA to your cart when you are finished.

  6. Indicate that you have read and Agree to the Order Terms and agree to pay for your eContent order by checking the box.

  7. Click Finalize Order to complete your purchase.

Creating a PDA List from the Result List

EBSCOhost Collection Manager also allows you to quickly create a PDA list from the result list. This streamlined process allows you to create your PDA and continue to search for and add eBooks without having to select the full settings until later.

To create a PDA list from the result list:

  1. Run a search for eBooks on EBSCOhost Collection Manager.

  2. From the Result List, click the Add to List/PDA for a title you would like to add to a new PDA list.

    Add to PDA/List button
  3. Click Add to PDA in the Add to List/PDA window that appears and select Create New PDA from the drop-down menu.

    Select Add to PDA and select Create New PDA
  4. Select from the available access models or loan terms and click the Add to PDA button.

  5. From the Create New PDA window that displays, enter the following information:

    • Name (required)
    • Fund Code
    • Payment Model (required)
    • Deposit/Budget (required)

    Enter PDA information

  6. Click the Create PDA button.

  7. Click to Continue Shopping or go to the Full Settings to complete the setup of your PDA list.

See also:

What is Patron Driven Acquisition in EBSCOhost Collection Manager?