Re: PDA expense tracking

Hi all -
We also use a single pot of money for DDA & stl.  Subject codes added to the order record allowed us to pull up statistics by subject  Then in Millennium we set up codes for DDA & stl so we could pull out stats on those as well.  We've just migrated to Alma so we need to figure out how to do the same tracking - though there is some built in DDA functionality that we've yet to explore.  (We just went live on July 1 so needless to say we're focused on other issues!)

As for reporting to Selectors, I usually take the Ebrary report and edit it to take out some of the extraneous data.  After providing an overview so they understand what the report represents, I send it out quarterly so they can see the activity on the titles in their areas.

janet

Janet B. Morrow
Head, Resource and Discovery Services
Northeastern University
voice: 617-373-4959 fax: 617-373-8396
E-mail: j.morrow_at_neu.edu<mailto:j.morrow_at_neu.edu>
Sent from my iPad

On Jul 12, 2013, at 1:36 PM, "acqnet-l_at_lists.ibiblio.org<mailto:acqnet-l_at_lists.ibiblio.org>" <acqnet-l_at_lists.ibiblio.org<mailto: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<mailto: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> [mailto:acqnet-l-bounces_at_lists.ibiblio.org] On Behalf Of acqnet-l_at_lists.ibiblio.org<mailto:acqnet-l_at_lists.ibiblio.org>
Sent: Wednesday, July 10, 2013 12:30 PM
To: acqnet-l_at_lists.ibiblio.org<mailto: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.


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