All,
Thank you all for your feedback! That certainly does help. It does seem
that Evergreen Acq can get the job done.
-Blake-
Conducting Magic
MOBIUS
On 5/11/2022 8:55 AM, Morgan, Christine via Evergreen-general wrote:
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
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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]
<mailto: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.
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Christine Morgan
Database Support Analyst
North of Boston Library Exchange, Inc.
Danvers, Massachusetts
[email protected]
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