Re: PDA expense tracking

From: <acqnet-l_at_lists.ibiblio.org>
Date: Thu, 11 Jul 2013 18:23:42 +0000
To: "acqnet-l_at_lists.ibiblio.org" <acqnet-l_at_lists.ibiblio.org>
We set up a single fund (pda) within Millennium that we use for our short-term loans and purchases. We utilize EBL reports to get at the expenditures at the title level for administration/collection development purposes.

Buddy Pennington
Director of Collections and Access Management
Miller Nichols Library
University of Missouri - Kansas City
816-235-1548

UMKC Libraries<http://library.umkc.edu/>: Where great minds meet!

[80proud-blue]

From: acqnet-l-bounces_at_lists.ibiblio.org [mailto:acqnet-l-bounces_at_lists.ibiblio.org] On Behalf Of acqnet-l_at_lists.ibiblio.org
Sent: Thursday, July 11, 2013 12:55 PM
To: acqnet-l_at_lists.ibiblio.org
Subject: Re: [ACQNET-L] PDA expense tracking

We charge triggered purchases and short-term loans to a single fund.  We have also charged all print approval books to a single fund for ages, so we felt like they were similar in nature.
Lauren
--
Lauren Corbett
Director of Resource Services, Z. Smith Reynolds Library
Wake Forest University
336-758-6136

On Wed, Jul 10, 2013 at 2:29 PM, <acqnet-l_at_lists.ibiblio.org<mailto:acqnet-l_at_lists.ibiblio.org>> wrote:
Hi,

We (UMass Amherst ) are wondering how others are tracking ebrary or EBL Patron Driven Acquisitions (PDA) expenses.  We've recently set up a deposit account with ebrary (via YBP) for a PDA account.  So far we've not had any short term loan or purchase activity, but when we do we expect to take advantage of ebrary's reporting mechanisms.  Locally we've not yet set up specific budgets reflecting the PDA accounting and we're wondering if we might want to. We used a catch-all fund called "one-time money" to prime the deposit.

Anyway, if there are others in Acqnet-l land doing a PDA program, I'd be interested in how you're tracking expenses and how you're reporting such to your administration and to the folks who do selection and collection development.  Thanks.

~Scott

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University of Massachusetts, Amherst
W.E.B. Du Bois Library
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stangroom_at_library.umass.edu<mailto:stangroom_at_library.umass.edu>
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Received on Fri Jul 12 2013 - 12:37:19 EDT