Embedded Files
OVERVIEW WORKFLOW
FLOWCHART DDA_PDA_EBA.pdfThis chart is color coded and designed to link workflows together. Colored circles at the edges of this chart are meant to be matched with the corresponding circle colors and circle numbers on the edges of other charts. Blue underscored text hyperlinks to Ex Libris documentation. (Workflow Poster View)
Blue - Purchase Orders
Green - Inventory
Purple - Electronic Resources
Yellow - Invoicing
Patron-Driven Acquisition/Demand-Driven Acquisition:
PDA/DDA is a method of acquisition in which item records or a collection are uploaded to the catalog for patrons use. This process is a "just in time" acquisition model where the library acquires the item/materials after a set of pre-determined rules are "triggered". Triggers could be based on the time the patron spent on the item, number of pages read, or number of patrons using the item.
Evidence-Based Acquisition:
EBA method of acquisition is a process in which item records or a collection are uploaded to the catalog for patrons use. The process is similar to PDA/DDA. However, EBA is an agreement in which the library places a deposit for access to the collection for the agreed period of time. At the end of that period (typically, one year), the library chooses the materials to be permanently acquired. Then, the deposit is applied to the total cost of the acquired materials.
LOCAL DOCUMENTATION
Purchase Orders Workflow.pdfPatron Driven Acquisition, Automatic Acquisition:
PDA/DDA materials can be automatically acquired through the use of the PDA/DDA Alma functionality. The automatic process works This automatic process needs to be configured and records to be imported into the institutional zone (see Alma Documentation below for more information).
Patron Driven Acquisition, Mediated Acquisition (see Page 4 for purchase order workflow):
PDA/DDA materials can also be mediated for acquisition y using the Patron Purchase Request functionality. In this instance, the patron searches for the title in the IZ and request the book to be purchase by the library through the "Get It" tab. Patrons will have abilities to request materials similar to a "selector" role. Then, the acquisition workflow for purchase orders take effect (see Page 4 to for purchase request PO workflow and Alma documentation below).
Evidence-Based Acquisition:
EBA materials should be imported and activated in the IZ. This process is similar to activating collections (see Activating E-Resources Workflow).
EXLIBRIS DOCUMENTATION
Patron Driven Acquisition: Automatic
This is a general information on Alma PDA functionality including creating and managing PDA profiles and automatic acquisition of PDA materials.
Patron Driven Acquisitions: Patron Purchase Request Workflow
This describes the workflow for PDA, Patron Purchase Request. Patron Purchase Request is a mediated acquisition of materials.
Creating Import Profiles (for PDA records in the catalog)
This provides information on creating import profiles for importing bib records.
SUPPLEMENTAL LINKS
General Information on PDA/DDA.
Information on Orbis Cascade Alliance EBA pilot.
Google Sites
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