1. 1 PDA Management in Alma Network Zone

2. 2 Copyright Statement All of the information and material inclusive of text, images, logos, product names is either the property of, or used with permission by Ex Libris Ltd. The information may not be distributed, modified, displayed, reproduced – in whole or in part – without the prior written permission of Ex Libris Ltd. TRADEMARKS Ex Libris, the Ex Libris logo, Aleph, Alma, SFX, SFXIT, MetaLib, DigiTool, Verde, Primo, Voyager, MetaSearch, MetaIndex and other Ex Libris products and services referenced herein are trademarks of Ex Libris, and may be registered in certain jurisdictions. All other product names, company names, marks and logos referenced may be trademarks of their respective owners. DISCLAIMER The information contained in this document is compiled from various sources and provided on an "AS IS" basis for general information purposes only without any representations, conditions or warranties whether express or implied, including any implied warranties of satisfactory quality, completeness, accuracy or fitness for a particular purpose. Ex Libris, its subsidiaries and related corporations ("Ex Libris Group") disclaim any and all liability for all use of this information, including losses, damages, claims or expenses any person may incur as a result of the use of this information, even if advised of the possibility of such loss or damage. © Ex Libris Ltd., 2014

3. 3 Agenda Introduction What is Patron Driven Acquisition? Configuring PDA in the Network Zone Running PDA processes Summary and additional resources

4. 4 Prerequisites This presentation assumes that you have viewed or attended these training sessions: Introduction to Alma Alma Concepts Import Profiles, PDA Collaborative Networks, Importing Bibliographic Records Collaborative Networks, Inventory Network Groups

5. 5 User Roles To work with Patron Driven Acquisitions, you must have one of the following roles in the Network Zone: Purchasing Operator Purchasing Manager

6. 6 Objectives By the end of this training session, you will be able to: Understand the Patron Driven Acquisition (PDA) general process Configure PDA profiles in the Network Zone Run PDA processes

7. 7 Agenda Introduction What is Patron Driven Acquisition? Configuring PDA in the Network Zone Running PDA processes Summary and additional resources

8. 8 Patron Driven Acquisition (PDA) Represents an agreement for a vendor to send e-resources that may be of interest to the institution or even for more institutions in a Collaborative Network Resources (i.e., candidate ebook titles) imported as a repository file and published to the discovery layer to be accessed by patrons Access monitored by vendor Usage (predefined threshold) creates automated purchase

9. 9 Alma. Network Zone PDA for e-books in Alma Repository Vendor Discovery Vendor candidate e- books records (with URLs) are loaded into Alma repository Alma publishes candidates to discovery Users discover and use e-books, triggering purchases Vendor delivers PO via EOD & invoice via EDI Candidate e-books that are not in use are removed from repository and from discovery

10. 10 Agenda Introduction What is Patron Driven Acquisition? Configuring PDA in the Network Zone Running PDA processes Summary and additional resources

11. 11 PDA Configuration In order to start PDA in the Network Zone, it’s a prerequisite that the Collaborative Network has defined the acquisition infrastructure, such as: - Shared vendors - Shared funding (only if you want to manage the acquisition part in the Network Zone) - Shared licenses (not mandatory)

12. 12 PDA Configuration PDA profile includes: General - PDA agreement details with vendor Repository profile - Details for loading candidates e-books to repository EOD profile – Details for creating purchase orders for e-books that were used by users Alma Menu > Acquisitions > Advanced Tools:

13. 13 PDA Configuration – PDA Details PDA Details: PDA agreement details with vendor

14. 14 PDA Configuration – PDA Imports Manage PDA Profiles: Manage & run PDA imports

15. 15 PDA Configuration – Import Profiles Repository import profile: Details for loading candidate e-books to repository

16. 16 PDA Configuration – Import Profiles

17. 17 PDA Configuration – Import Profiles

18. 18 PDA Configuration – Import Profiles EOD (New Order) import profile: Details for creating purchase orders for selected e-books

19. 19 Activate PDA Import Profiles

20. 20 Agenda Introduction What is Patron Driven Acquisition? Configuring PDA in the Network Zone Running PDA processes Summary and additional resources

21. 21 Now that everything is configured… Run repository import which will work based on PDA repository import profile

22. 22 Now that everything is configured… Candidate records will be published to Primo for users to discover. They will be available for all members of the Collaborative Network or a group if defined in the Repository Profile.

23. 23 Now that everything is configured… Once accessed will trigger an order Vendor will provide EOD for all e-books that were accessed Run EOD import which will work based on EOD profile – creating purchase

24. 24 Approval task list A bit about automating purchases NO YES NO YES Manual creation Complete PO line? Requires approval ? Purchase request Embedded order data Review task list Group onto PO Send

25. 25 And finally…. At the end of the PDA program Timeline Budget exceeds/about to exceed thresholds Repository can be cleaned from all candidate records that were not accessed and therefore not purchased

26. 26 Agenda Introduction What is Patron Driven Acquisition? Configuring PDA in the Network Zone Running PDA processes Summary and additional resources

27. 27 Summary In this session, you learned how to: Envision how Patron Driven Acquisition can work in either the Network Zone or the Institution Zone Configure a PDA profile in the Network Zone PDA details PDA repository import PDA new order (EOD) import Run PDA processes

28. 28 Additional Resources Alma Acquisitions Guide Alma Resource Management Guide Available in PDF format via the Ex Libris Documentation Center and as online Help within Alma