[Evergreen-acq] Fund structure

Erica Rohlfs erica.rohlfs at equinoxoli.org
Wed Oct 26 08:37:04 EDT 2022

Good Morning Tiffany,

While I've never worked directly with Virtua ILS, I have been part of
implementations moving libraries from it to Evergreen. In Virtua, it's like
a tree structure (similar to what EG has in some of the Admin interfaces,
such as permission groups). An example would be the fund source at the top,
the second tier being Adult FIC, and the 3rd tier being the individual
branch fund, such as Adult FIC Branch1, Adult FIC Branch 2. This structure
may be helpful to libraries who need to breakout funding per branch, versus
a more centralized workflow. Evergreen is set up to be two tiered with the
funding source and then the individual funds. If each library was ordering
for themselves, a possible workaround would be to separate funds for each

I hope this helps, and I look forward to hearing others' experiences with
their legacy ILS Acq modules.

Thank You,

On Wed, Oct 26, 2022 at 8:23 AM Tiffany Little via Evergreen-acq <
evergreen-acq at list.evergreen-ils.org> wrote:

> Good morning!
> I'm hoping that someone out there who has done acquisitions in another ILS
> other than Evergreen can help me understand this. Someone has asked me if
> Evergreen has a "three tiered fund structure" and...I really don't know
> what that means. How are funds handled in other ILSes that might be
> considered "three tiered"? Are we "two tier" because of the layering of
> funding source+fund?
> Thank you!!
> 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 | tlittle at georgialibraries.org
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Erica Rohlfs, MLIS, PMP
Senior Implementation Project Manager
Equinox Open Library Initiative
erica.rohlfs at equinoxOLI.org
phone: 877-OPEN-ILS (673-6457)
direct: 770-709-5572
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