Hi Blake, Most of our libraries that purchase electronic resources use Direct Charges to account for individual purchased e-resource titles and subscription costs. We have one library that loads a brief temporary record through Load MARC Order Records to create a purchase order with line items. They also choose to load a copy into the catalog so their students and faculty can see what is coming. They delete the copy when the full record with the e-resource link has been loaded into the catalog. Batch loading of e-resource records is done by central site outside of acquisitions after some preprocessing in MarcEdit. A library may retrieve individual purchased titles from OCLC using Z39.50 if they choose.
Hope this helps, Christine On Wed, May 11, 2022 at 7:54 AM Tiffany Little via Evergreen-general < [email protected]> wrote: > Hi Blake, > > If you're not as concerned about tracking specific titles, you could use > blanket purchase orders to record the funds used. So say encumber $10k for > Overdrive billed to XYZ fund, and then any invoices that come in are put > against that encumbrance. > > Our libraries who record e-resource purchases in Acq don't load bibs or > generally even use the blanket purchase orders. They get the invoice from > Overdrive/EBSCO/etc and create an invoice and use direct charges. We have a > direct charge type of "E-Materials", they choose the fund(s) they want to > bill it out to, and split up the invoice amount amongst those funds, save > and close. They don't input titles or anything like that. So there's > nothing linked to the catalog, but they are accounting for the purchases in > their fund balances. > > Tiffany > > Tiffany Little, PINES Services Specialist: Acquisitions > > ------------------------------ > > Georgia Public Library Service | University System of Georgia > > 2872 Woodcock Blvd, Suite 250 l Atlanta, GA 30341 > > (404) 235-7161 | [email protected] > > Join our email list <http://georgialibraries.org/> for stories of Georgia > libraries making an impact in our communities. > > > On Mon, May 9, 2022 at 4:56 PM Jennifer Pringle via Evergreen-general < > [email protected]> wrote: > >> Hi Blake, >> >> In theory you could load the e-records through acquisitions and >> activate the PO without loading the items. That way the records would >> be linked to the acquisitions module (though the find originating >> acquisitions feature relies on items so you could find the link if you >> started in the acq module, but not if you started with the bib record). >> >> >> https://docs.evergreen-ils.org/eg/docs/latest/acquisitions/selection_lists_po.html#_activating_your_purchase_order >> >> Hope that helps, >> >> Jennifer >> >> >> Quoting Blake Henderson via Evergreen-general >> <[email protected]>: >> >> > All, >> > >> > Please excuse my ignorance. Any and all feedback is welcome. >> > >> > Is anyone using Evergreen for ERM somehow? Can Acq accommodate? I >> > could see a scenario where a library could record the money spent by >> > recording invoices. And debiting the appropriate funds. But that >> > wouldn't tie back to a bib record. Because, correct me if I'm wrong, >> > you'd need to get items on your invoice for Evergreen to make the >> > connection to the bib? >> > >> > Knowing that, perhaps we can still make it happen with two steps: >> > using Acq for invoice tracking. And crafting/curating the MARC to >> > save the fund code in a special place. Loading the bibs using >> > standard methods. >> > >> > What are you doing? Coral? Something else? >> > >> > -- >> > -Blake- >> > Conducting Magic >> > MOBIUS >> > >> > _______________________________________________ >> > Evergreen-general mailing list >> > [email protected] >> > >> http://list.evergreen-ils.org/cgi-bin/mailman/listinfo/evergreen-general >> >> >> -- >> Jennifer Pringle (she/her) >> Co-op Support - Training Lead >> BC Libraries Cooperative >> Toll-free: 1-888-848-9250 >> Email:[email protected] >> Website: http://bc.libraries.coop >> >> Gratefully acknowledging that I live and work in the unceded >> Traditional Territory of the St'at'yemc Nations. >> >> _______________________________________________ >> Evergreen-general mailing list >> [email protected] >> http://list.evergreen-ils.org/cgi-bin/mailman/listinfo/evergreen-general >> > _______________________________________________ > Evergreen-general mailing list > [email protected] > http://list.evergreen-ils.org/cgi-bin/mailman/listinfo/evergreen-general > -- Christine Morgan Database Support Analyst North of Boston Library Exchange, Inc. Danvers, Massachusetts [email protected]
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