Re: PDA expense tracking

Hi Scott,

We've replaced part of our approval program with a PDA program via YBP and ebrary.  Part of our approval deposit was sent to ebrary to cover triggered purchases, but that money was not divided into subject-specific budgets, it's just one lump of money.   When a purchase request is made by the patron for a print item or when an ebook purchase is triggered via ebrary, we're building orders in our ILS using the approval fund code appropriate to the item purchased/triggered.  An additional field in the order record is coded to indicate that the item was a PDA purchase, rather than a standard approval item.  This makes it easy to round up the PDA purchases in a create list and distribute reports to administration and the appropriate subject selectors.

Please let me know if you-or anyone else out there-would like additional details.

Best,
Amy


Amy Lana
University of Missouri Libraries
lanaa_at_missouri.edu<mailto:lanaa_at_missouri.edu> / 573-882-4757
http://mulibraries.missouri.edu<http://mulibraries.missouri.edu/>
https://mospace.umsystem.edu


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: Wednesday, July 10, 2013 1:30 PM
To: acqnet-l_at_lists.ibiblio.org
Subject: [ACQNET-L] PDA expense tracking

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

______________________
Scott Stangroom
Acquisitions Coordinator
University of Massachusetts, Amherst
W.E.B. Du Bois Library
Acquisitions Dept.
154 Hicks Way
Amherst, MA 01003-9275
stangroom_at_library.umass.edu<mailto:stangroom_at_library.umass.edu>
voice: 413.545.6724
fax: 413.545.6494
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