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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


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


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

  • Initiation

    • Shelf-Ready Project

    • Library Funding Incentives

    • Technical Testing

    • Contract

    • Launch


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



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


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


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


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

  • Funding Issues

    • Under-Spending

    • Over-Spending

    • Over-Commitment

    • Auto-Cancellation

    • Policy Issue


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

  • Vendor Issues

    • Fulfill Rate

    • Turnover Period

    • Price Fluctuation

    • Processing/Cataloging Quality


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

Thank You

Contact Information

Hong Cheng [email protected]

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