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DA Direct Workgroups is a powerful tool to enhance the selection and acquisition process by allowing libraries to manage groups of linked DA Direct users. Workgroup Administrators have full control over adding and removing users from groups and setting permissions for each user to view or order on specific Library accounts. Items which are in the Booklists of other users in the group are readily identifiable, making it easier to distinguish items previously chosen by other selectors. Saved Searches, DA Books Alerts, and Approval Plan profiles may be monitored and maintained for all users in the Workgroup.
Workgroup set-up, Administrator permissions, and the linking of DA customer accounts are managed internally at DA for added security. Just contact your dedicated Customer Service agent for more information.
Workgroup Administration & Maintenance
Workgroup administration features and permission controls are available from the Workgroup Maintenance tab on DA Direct.
Features on this tab allow complete management of the following:
- Link DA Direct Users to Workgroups
DA Direct users may administer and/or belong to as many Workgroups as necessary, and each Workgroup may have single or multiple administrators.
- DA Direct User Customer Views
Administrators may set appropriate permissions for DA Direct users to Order on Account, View Order History for each customer account (in title list and detail views), and to perform Order Searches on each account. Each user may have different permissions from one Workgroup to the next, depending on their role within that Workgroup.
- DA Direct User Search Profiles
Each Administrator has the ability to view all Saved Search, DA Books Alert and Approval Plan profiles created by users in their groups. Criteria may be altered at any time to ensure that the appropriate subjects and titles are targeted.
- Future development will also allow permissions to be set for the export of MARC records and management of the customised MARC template.
Numerous resources are available on DA Direct to assist in the selection of required titles for purchase. New titles that fit your subject profiles may be made available monthly on DA Direct, by e-mail, or in our traditional printed slips. DA Direct users may set up multiple subject profiles and perform new title searches at any time. DA Books Alert profiles may be managed by the user and/or the Workgroup Administrator. In addition, all New Arrivals are updated monthly and arranged by subject for easy browsing.
If selectors choose, they may use the improved Title Search to locate specific ISBNs or to narrowly target a range of titles using keywords and other selection criteria such as publisher, binding, and subject headings. These searches may also be saved, modified and run as often as required to avoid the hassle of recreating a complex search.
Approval Plan administrators now have more control over profiles, with the ability to view and maintain Approval Plan profiles on DA Direct. Any updates made to a profile are sent to our Approval Plan team for prompt attention.
All profiles are managed from the Saved Profiles tab:
Extensive bibliographic detail is available for each identified title, including publication data, series title, binding, pagination, and subject headings or classification numbers, if available.
In addition to this standard product data, the selector is able to see if any Workgroup colleagues have previously identified an item and placed it in a booklist, or view the Library’s order history of that item, if given permission.
Information on other available ebooks, editions, alternate bindings will also soon be available for viewing in the product detail.
Titles identified on DA Direct may be organised and managed by adding them to Booklists. Titles may be added or removed at any time. Booklist items may be actioned in multiple ways, either individually or by batch:
- Product detail may be downloaded in Text, Excel or MARC format
- Booklists may be recommended for review or approval, either by e-mail or by copying to another DA Direct user
- Items stored in other Workgroup members’ booklists are clearly marked
- If a user has permission to view product Order History, it will be accessible from the Product Detail
- MARC data may be added and saved to Booklist titles for further review and action
Many libraries have the need to customise local data tags and autopopulate specific information relevant to the configuration of their Library Management System. The DA Direct MARC Template allows the Library to configure MARC tags and system data to meet their specifications, and to make changes at any time.
Elements of the MARC Template include:
- Control number may be assigned either to Tag 001 or 035
- A default value may be entered into Tag 082, if required
- All tag descriptions, numbers, indicators, subfields and repetition may be modified to suit the Library’s needs
- Default or system data may be set to display automatically for each MARC record
Once customized, the MARC template will be applied to any records for which you choose to add MARC data, either individually, or by batch.
Export MARC data
DA Direct facilitates EDI ordering through the Library Management System by exporting MARC data, either to be made available for download on DA’s servers or actively placed in a specified directory on the Library’s network.
These records may be subsequently overlaid by full MARC records from DA’s Cataloguing team or any other source.
Place Web Orders
If the Library chooses, orders may be placed in the Trolley and ordered on a specific customer account, if the user has permission to do so. At checkout, a user will only see the account codes on which they have been given permission to order, and will also be given the choice of entering credit card details. If the user does not have permission to order on any Library account, they may still place an order by entering a delivery address and credit card details. This is useful for direct departmental or faculty orders.
Order data is refreshed on DA Direct on a nightly basis, and is available for searching within 24 hours of order placement at DA. The improved Order Search facility allows easy searching to identify series or approval plan orders, orders only in a specific order number range or on one or more fund codes. Expenditure or commitment reports are available, and accounts may only be searched if a user has been assigned permission.
Current orders may be easily followed up or cancelled from the Order Search results view.
Export
The new Excel export format is easy to manage and manipulate, allowing the Library complete flexibility to view information and create reports specific to their needs.
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