Like Jaimie at UBC, we have been doing a DDA program using EBL and YBP. We
are not doing short term loans, only triggered purchases. We track basic
expenditures in Millennium via a single "DDA fund" we set up, and have used
some of YBP's expenditure reports as well. Beyond that, we've been using
EBL's LibCentral's rather robust administrative module to gather additional
usage and expenditure data. As to the acquisition of EBL by ProQuest and
ebrary -- the combined service & platform is still in the works, so you
won't yet find those LibCentral functions in ebrary's admin module yet.
*Carole Correa-Morris
University Library Head of Acquisitions
San Jose State University
408-808-2372
Carole.Correa-Morris_at_sjsu.edu*
On Fri, Jul 12, 2013 at 8:21 AM, <acqnet-l_at_lists.ibiblio.org> wrote:
> Hi,****
>
> We have had PDA for over 2 years now, and previously had a single fund for
> loans and purchases. However, this year we split the short term loans out
> so we would have a better sense (with our own reporting) on how much we
> were spending on loans vs purchases. Up until this fiscal, that was
> manually tracked via a spreadsheet when we paid the invoices.****
>
> ** **
>
> Nancy****
>
> ** **
>
> Nancy Chaffin Hunter****
>
> Coordinator of Acquisitions and Metadata Services****
>
> Associate Professor****
>
> Colorado State University Libraries****
>
> Campus Delivery 1019****
>
> Fort Collins, CO 80523-1019****
>
> Nancy.hunter_at_colostate.edu****
>
> Voice: 970-491-1847****
>
> Fax: 970-491-4611****
>
> ** **
>
> ** **
>
> ** **
>
> *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 12:30 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****
>
> voice: 413.545.6724****
>
> fax: 413.545.6494****
>
> *P** C*onsider 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
>
>
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Received on Mon Jul 15 2013 - 15:56:22 EDT