DEMAND-DRIVEN ACQUISITION (DDA) User Guide

Transcription

1 DEMAND-DRIVEN ACQUISITION (DDA) User Guide June 2018

2 Table of Contents Page Section Introduction to Demand-Driven Acquisition (DDA) Accessing Demand-Driven Acquisition (DDA) 3.0 Creating a New Demand-Driven Acquisition (DDA) Plan Plan Details Tab Search Criteria Tab View Sample Results Tab Confirmation Tab Communication 1

3 1.0 Introduction to Demand-Driven Acquisition (DDA) DDA allows libraries to automatically purchase titles when patron demand meets preset thresholds (for example, when a specific number of holds is placed on a digital title). In this way, libraries can get all the newest releases, satisfy their special-collection needs, and use curated plans to deliver must-have titles to patrons. With DDA, libraries can also set monthly spending caps. DDA saves time, builds value, and focuses collection development with curated plans that fit libraries productselection needs and budget requirements. DDA includes Curated carts and auto-order plans based on collection-development criteria Plans that allow libraries to specify ordering frequency to ease collection-development decisions Price limits and monthly spending caps Order confirmations sent on predetermined schedules Auto-orders that go directly to fulfillment Non-auto-order identification that labels carts as being generated by a DDA plan 2

4 2.0 Accessing Demand-Driven Acquisition (DDA) To set up DDA for your collection-development team, please contact our customer service center at or call Once your web account has been activated, log in to the recordedbooks.com website and go to the My Account dashboard. The second tab on the top navigation bar is for Demand-Driven Acquisition. 3.0 Creating a New Demand-Driven Acquisition (DDA) Plan On the main screen, you can set your library profile for monthly spending caps and start a new DDA plan. Click to set the overall monthly plan cap. Please note that wherever you see, more details will be provided by hovering your cursor over that mark. Once your plan is active, you can click on to view reports for your DDA plan. Click to create a new plan. A new screen will appear with four tabs at the top: 1. Plan Details, 2. Search Criteria, 3. View Sample Results, 4. Confirmation. or 3

5 3.1 Plan Details Tab The first step in the process is to assign the library staff who will manage the plan and name them as the Plan Owner. This person will receive the carts. Next, select the plan type. The type will be either Physical (for CDs or MP3 CDs) or Digital (eaudio or ebooks). The next section on this page asks for the plan details and account information. Enter a title for the plan. This is a required field (as indicated by the asterisk). Also required is a brief plan description. The library account number and billing address will be prefilled. The right column asks for the Purchase Order (PO) Number used for the payment of any orders placed by the plan. 4

6 If the plan is to be activated immediately, click to the right of Active Plan. This will change to to indicate that it is active. If you would like to have orders placed automatically for your library, click on the small box to the right of Auto Order. A box will open asking for the amount of the maximum plan spending cap. If the box is not clicked, a shopping cart will be created with the titles selected and then sent to the plan manager for processing. Next, select the frequency (weekly, monthly, or quarterly) and the start and end dates of the plan. The start date is a required field. All carts expire two weeks after creation, no matter what frequency is selected. The last section of this tab is where you will set the price and quantity limits. If your plan has a minimum or maximum list price for an individual title, enter that information here. Indicate the number of copies of a title per order you would like to receive. The number of copies can also be changed in the shopping cart. Enter the maximum number of copies of a single title that your library would like to own for non-auto plans. 5

7 3.2 Search Criteria Tab You may choose to use criteria from a search that you have already saved. Saved searches will appear in the dropdown menu. Simply select a search and click. 6

8 You may also choose to conduct a new search by entering the information in each field as you would for an advanced search. This includes a search based on the RBdigital holds ratio, or products releasing within a certain time frame, or a specific author or series. 7

9 3.3 View Sample Results Tab The third tab shows the results of your search. Review the titles and, if necessary, return to a previous tab to make any changes. If the results are as expected, click. 8

10 3.4 Confirmation Tab This last tab gives you a summary of the plan. Review here for accuracy and, if everything is correct, click may click on any of the previous tabs at the top to make any necessary edits.. You 9

11 4.0 Communication Upon completion of setup, the plan manager will receive an confirming the plan. Whenever the plan runs, an will be sent to notify the plan manager. A Cart Has Been Created Sample: Carts Summary on Dashboard: Whenever a cart has been created, the plan manager will receive a notification on the account dashboard that the cart is awaiting approval. We also send an seven days before the cart is set to expire, and another when the cart expires. 10