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Enhancing Workflow for PDA Support at UCF: Strategies and Insights

This webinar, hosted by Mary Page from the University of Central Florida, delves into the changes implemented to support the Patron-Driven Acquisition (PDA) model. Originally seen as an acquisitions project, it evolved to encompass cataloging and record management tasks. The session covers the essential training for staff, cataloging decisions, and the integration of PDA records into existing systems. Key strategies include profiling, managing short-term loans (STLs), and refining cataloging practices to enhance discovery and facilitate better resource management.

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Enhancing Workflow for PDA Support at UCF: Strategies and Insights

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Presentation Transcript

  1. ASERL Webinar: Workflow Changes to Support PDA at UCF Mary Page University of Central Florida February 7, 2013

  2. The Who Do How Do? • Originally thought PDA was an Acquisitions project. • All tasks -- profiling, record downloads, updates, deletes, statistics – were to be based in Acq. • However, needed catalogers for cat expertise and record management.

  3. The Who Do How Do? • Acquisitions: Profiling, deposit account, statistics. Needed training on MARC fields to differentiate PDA records from other resources. • Cataloging: Record loads, quality control, updates, and deletes.

  4. The Who Do How Do? • Acquisitions staff trained public services staff so they could identify PDA records. • Acquisitions staff trained selectors how to identify PDA records in our vendor’s system.

  5. Direct or Through a Vendor? • Duplication. • Use our existing book approval profile.

  6. Selecting a PDA Aggregator • Talk to the aggregators. • Talk to colleagues. • Just decide!

  7. Profile • Used existing approval plan slip profile. Titles we would have bought if we had the money. • Went back five years for all slip titles that we did not buy.

  8. Profile • Blocked all art and architecture. • No monographic series. • Price cap of $250.

  9. Cataloging Decisions • Enhanced discovery records with TOC. • TKR YBPEBL discovery 02072013 • TKR YBPEBL autopurch 02072013

  10. Records • Loaded about 15,000 initially. • Add roughly 150-200 per week. • Considering opening up profile to add more records.

  11. Short Term Loan • Three STLs then auto-purchase on the fourth use. • Pay a percentage of list price for each STL, then full list price at auto-purchase. • Catalogers are notified when auto-purchase occurs. • We love STL!

  12. PDA Usage • 2,298 STLs @ $16,098. About $7.00 per STL. • 77 Auto-purchases @ $7,645. About $99.00 per title. • Spent $23,743 since October 2011. • Original allocation $50,000.

  13. YBP GOBI Selection • Selectors can tell in GOBI if a slip title was loaded as a PDA title. • GOBI records will indicate: EBL auto DDA record sent (1/20/2013) OR EBL probable DDA (2/5/2013)

  14. YBP GOBI Selection • Can decide to firm order or leave as discovery record. • Can “force” a title to PDA manually.

  15. GOBI Record Indicates DDA

  16. Report Example

  17. Thank You! Mary Page mary.page@ucf.edu

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