Date: Thu, 11 Jul 2013 21:18:32 +0000
To: "'acqnet-l_at_lists.ibiblio.org'" <acqnet-l_at_lists.ibiblio.org>
Hi Scott, We're also running a DDA program via YBP to access content on the EBL platform. Although they are both now in the ProQuest stable of companies, I have yet to observe that EBL platform reports are available via Ebrary (perhaps that was a typo!). I think the most reliable way to track gross expenditure is by defining a reporting fund or other signifier to your invoices as you record them for payment. Another option available to you (that I find less accurate partly due to currency fluctuations that you are not likely to be dealing with) is reporting YBP subaccount expenditure. More finely grained reports on what was spent on loans and purchases at the title level can be gleaned from the EBL Lib Central portal invoice reports, they are very good. Those reports include LC class and can be used to divide DDA Acq activity among your subject selectors. I report aggregate use by LC and people find it interesting. A few people are interested in title level granularity. To analyze the expenditure more finely, e.g., cost per use, etc., you would likely want to gather several sub-reports from the EBL Lib Central portal (both usage and invoice reports) and then query the various tables. Not being sure how deep you want to go into the details of use and expenditure, the second paragraph above will likely meet your needs. Best, Jaimie -- Jaimie MIller Monograph Coordinator | Technical Services - Acquisitions The University of British Columbia Library 2198 Health Sciences Mall - Floor 3 | Vancouver, BC Canada V6T 1Z3 Phone 604 822 9655 | Fax 604 822 3201 http://www.library.ubc.ca<http://www.library.ubc.ca/> | http://techserv.library.ubc.ca/divisions/acquisitions/ [cid:84AFC641-66F5-4882-B857-45C68910FF5C] 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 11:30 AM 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 P Consider the environment and don't print this e-mail unless you really need to. _______________________________________________ ACQNET-L mailing list ACQNET-L_at_lists.ibiblio.org http://lists.ibiblio.org/mailman/listinfo/acqnet-l
