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Patron Driven Acquisitions (PDA) for Printed Materials: Process and Issues. Hong Cheng, Ph.D. Chinese Studies Librarian University of California at Los Angeles. March 21, 2013. Patron Driven Acquisitions (PDA) for Printed Materials: Process and Issues. The PDA Project with CIBTC Initiation

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Patron Driven Acquisitions (PDA) for Printed Materials: Process and Issues

Hong Cheng, Ph.D.

Chinese Studies Librarian

University of California at Los Angeles

March 21, 2013

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Patron Driven Acquisitions (PDA) for Printed Materials: Process and Issues

The PDA Project with CIBTC

  • Initiation
  • Procedure
  • Technical Issues
  • Selection Issues
  • Patron Issues
  • Funding Issues
  • Vendor Issues
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Patron Driven Acquisitions (PDA) for Printed Materials: Process and Issues

  • Initiation
    • Shelf-Ready Project
    • Library Funding Incentives
    • Technical Testing
    • Contract
    • Launch
slide4

Patron Driven Acquisitions (PDA) for Printed Materials: Process and Issues

  • Procedure
    • Bibliographer Profile Setting
    • Vendor Title Preparation
    • FTP Uploading & Downloading
    • Patron Selection
    • Acquisition Processing
    • Vendor Shelf-Ready Processing
    • Shipping, Receiving & Shelving
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Patron Driven Acquisitions (PDA) for Printed Materials: Process and Issues

  • Technical Issues
    • MARC Records
    • Coding Issue (Unicode)
    • FTP Schedule
    • Library Coding for Acquisitions
    • Auto Downloading
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Patron Driven Acquisitions (PDA) for Printed Materials: Process and Issues

  • Selection Issues
    • Profile Setting
      • Subject Assignment
      • Price Range
      • Type Limits (No Serial, Series, AV, etc.)
    • Unwanted Titles
    • Bibliographer’s Selection
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Patron Driven Acquisitions (PDA) for Printed Materials: Process and Issues

  • Patron Issues
    • Outreach for Participation
    • Underactive & Overactive
    • Guided Request
    • Subject Balance
    • Academic vs. General Reading
    • Timing of Delivery
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Patron Driven Acquisitions (PDA) for Printed Materials: Process and Issues

  • Funding Issues
    • Under-Spending
    • Over-Spending
    • Over-Commitment
    • Auto-Cancellation
    • Policy Issue
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Patron Driven Acquisitions (PDA) for Printed Materials: Process and Issues

  • Vendor Issues
    • Fulfill Rate
    • Turnover Period
    • Price Fluctuation
    • Processing/Cataloging Quality
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Patron Driven Acquisitions (PDA) for Printed Materials: Process and Issues

Thank You

Contact Information

Hong Cheng [email protected]

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