DDA Purchase Workflow (Gobi)
- To find the loaded records look under Acquisitions>Advanced Tools>Patron Driven Acquisitions
- Once you get there select the Manage PDA Profiles option then choose History then choose Imported Records option for the most recent load to see the records loaded
- You can create a set here so you don't need to go through so many layers to find these (choose Save Query)
- Edit bib and choose the following option: Tools>MARC Bibliographic>Add local portfolio
- Now fill in the following:
- General Information
- Select Part of Electronic Collection and choose the appropriate one from the search:
- EBSCO Ebooks Perpetual
- Ebook Central Perpetual
- Select Part of Electronic Collection and choose the appropriate one from the search:
- Inventory and Linking Information
- Fill in parser parameters (see the Electronic Collection Mapping spreadsheet for details)
- Choose electronic material type (Book)
- Notes
- Internal Note
- Fill in the user model using the spreadsheet for the exact language.
- Internal Note
- General Information
- Hit Save and Done
- Now look at the bib record and remove ALL 856s and Save and Release the record
- Now go back to the record (use your set or if you know the title you can search for it)
- Click on Portfolio List
- Test access
- Go back and edit the portfolio and change the access type to Perpetual and Save
, multiple selections available,