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Support - EBSCO Help

How do I create search profiles in EBSCOhost Collection Manager?

ECM's Search Profiling feature allows you to create profiles with certain criteria and have EBSCO e-mail you weekly with titles matching your selections that have been added to EBSCOhost. This is useful if you would like to be kept informed of new titles that may be of interest to your institution.

Once your search profile is active, you can log into ECM at any time to review new content meeting your specifications. See: Reviewing Search Profile Matches

To create a search profile:

  1. Click Search Profiles and select New.

    click New under search profiles
  2. Enter a name for your Search Profile and click Continue.

    Subjects

    select subjects

  3. Add Subjects to your profile by clicking a category or multiple categories from the list and click the Select button in the middle of the screen.

    Note: You can select more refined subjects by double clicking on the category and then making your selection(s).

  4. Click Save & Continue at the bottom of the screen to move on to the next step.

    Publishers

    select publishers

  5. Select at least one Publisher from the list and click the Select button to add it to your profile.

    • You can also browse Publishers using the A-Z browse list.

    • You can remove selected Publishers by clicking the X in the Select Publishers column or the Remove All button above.

  6. Click Save & Continue at the bottom of the screen to move on to the next step.

    Additional Limiters

    apply limiters

  7. Set your limiters:

    • Content Type

      • eBooks and/or Audiobooks - Select either All, eBooks, or Audiobooks  to limit results to that type.

      • Exclude Owned, Shared or Part of PDA - Select this limiter to exclude titles currently owned and accessible in the result list. Leaving it unmarked will display all books that match your search results, even those that you already own.

    • Language: Select a language from the drop-down menu to limit results to titles in a certain language.

    • Publication Year: Select a number from the drop-down menu to show titles published in the past selected number of years.

      Note: De-select the check box to remove the Publication Year limiter.

    • List Price: Enter a desired list price range in the fields provided. (Optional)

    • Select from the following Eligibility limiters:

      • Downloadable - Select this limiter to search only for titles that are downloadable.

      • Available for PDA - Select this limiter to search only for titles that are eligible for Patron Driven Acquisition (PDA.)

      • Available for Loan - Select this limiter to limit your search result to only books that are available for a Loan option.

      • Eligible for Consortia Discount - Select this limiter to search only for titles that are eligible for a consortia discount.

        Note: Consortia Discounts are not applied through ECM, please contact your sales rep to learn more about the discounts offered for consortia purchases.

  8. Click Save & Continue at the bottom of the screen to move on to the next step.

    Match Options

    set match options

  9. Notifications: Select a recipient from the E-mail Recipients drop-down menu to whom you would like weekly e-mail alerts sent. If you would prefer to not receive any new content alerts, please select None from the drop-down menu.

    Note: You can add more recipients by clicking Add another recipient and selecting a user from the drop-down.

  10. Look Back: Select Yes if you would like your initial search results to include all titles available on EBSCOhost prior to your search profile activation that meet your criteria. (Default setting is No)

    Note: Your Look Back setting cannot be changed after your profile has been activated.

  11. Click Save & Continue at the bottom of the screen to move on to the next step.

    Summary

    click activate profile

  12. Edit your settings if desired and click Activate Profile to begin receiving notifications. The maximum number of matches allowed upon activation is 1000 titles. You are prompted to refine your settings if matches exceed 1000.

    Or, click Save As In Progress if you are not ready to Activate your search profile.

    Note: You can continue to edit your profile settings after activating your profile except the Look Back setting which cannot be modified.

  13. After activating your profile, a result list of titles matching your criteria is displayed. From this list you can add all titles to a list or PDA by clicking the Add Page to List/PDA button, or select titles by clicking the Add to List/PDA link for that title.

    Note for ECM Approvers: Approver accounts can add titles directly to the Cart for purchase without having to add titles to a List or PDA.