<div dir="ltr"><div>It was the vendor's (Proquest Coutts) idea, so I can't take credit! Yes, they stuff the platform and license information into a single 5-character string in a subfield. An example is
EBC1U for Ebook Central 1-user license.</div><div><br></div><div>I think we will just receive the line items right away upon activating the order. It's an extra step, but then it won't show up on any of our reports of items we're waiting for. But still TBD. :-)<br></div></div><br><div class="gmail_quote"><div dir="ltr" class="gmail_attr">On Mon, Nov 2, 2020 at 4:59 AM Tiffany Little <<a href="mailto:tlittle@georgialibraries.org" target="_blank">tlittle@georgialibraries.org</a>> wrote:<br></div><blockquote class="gmail_quote" style="margin:0px 0px 0px 0.8ex;border-left:1px solid rgb(204,204,204);padding-left:1ex"><div dir="ltr"><div class="gmail_default" style="font-family:arial,sans-serif;font-size:small">Oh, that's smart! So the platform and license information are both all in one subfield in your MARCs?</div><div class="gmail_default" style="font-family:arial,sans-serif;font-size:small"><br></div><div class="gmail_default" style="font-family:arial,sans-serif;font-size:small">I remember you said you didn't want to receive those lineitems--are you just going to leave those unreceived and leave the order open?</div><div class="gmail_default" style="font-family:arial,sans-serif;font-size:small"><br></div><div class="gmail_default" style="font-family:arial,sans-serif;font-size:small">Also, I'm curious what vendor this is? That way if we run into this question in the future I'll remember that you've already done it with them! :)</div><div><div dir="ltr"><div dir="ltr"><span><br></span></div><div><span><span class="gmail_default" style="font-family:arial,sans-serif;font-size:small">Tiffany</span><br><div dir="ltr" style="margin-left:0pt" align="left"><table style="border:medium none;border-collapse:collapse"><colgroup><col width="89"><col width="414"></colgroup><tbody><tr style="height:123pt"><td style="vertical-align:top;padding:5pt;overflow:hidden"><p dir="ltr" style="line-height:1.44;margin-top:0pt;margin-bottom:0pt"><span style="font-size:11pt;font-family:Arial;color:rgb(0,0,0);background-color:transparent;vertical-align:baseline;white-space:pre-wrap"><span style="border:medium none;display:inline-block;overflow:hidden;width:75px;height:75px"><img src="https://lh6.googleusercontent.com/8c2XlzLbIIC6nDoa4yqQ8MzA0npF4WXpUnhhoK_uTqralZtjqVXRwPgmRep3jGYP6q41Sb0ULXqxX-QppYTC8cQyIfBAdqzLBgqvcQwVczkqqiunlj0KIbvy-R3bp-E0mlhF0A4v" style="margin-left: 0px; margin-top: 0px;" width="75" height="75"></span></span></p></td><td style="vertical-align:top;padding:5pt;overflow:hidden"><p dir="ltr" style="line-height:1.44;margin-left:9pt;margin-top:0pt;margin-bottom:0pt"><span style="color:rgb(30,67,155);background-color:transparent;font-weight:700;vertical-align:baseline;white-space:pre-wrap"><font face="tahoma, sans-serif">Tiffany Little, PINES Services Specialist: Acquisitions</font></span></p><p dir="ltr" style="line-height:1.38;margin-top:0pt;margin-bottom:0pt"></p><hr><p></p><p dir="ltr" style="line-height:1.44;margin-left:9pt;margin-top:0pt;margin-bottom:0pt"><span style="font-size:9pt;color:rgb(30,67,155);background-color:transparent;font-weight:700;vertical-align:baseline;white-space:pre-wrap"><font face="tahoma, sans-serif">Georgia Public Library Service | University System of Georgia</font></span></p><p dir="ltr" style="line-height:1.44;margin-left:9pt;margin-top:0pt;margin-bottom:0pt"><span style="font-size:9pt;color:rgb(30,67,155);background-color:transparent;vertical-align:baseline;white-space:pre-wrap"><font face="tahoma, sans-serif">2872 Woodcock Blvd, Suite 250 l Atlanta, GA 30341</font></span></p><p dir="ltr" style="line-height:1.44;margin-left:9pt;margin-top:0pt;margin-bottom:0pt"><span style="font-size:9pt;color:rgb(30,67,155);background-color:transparent;vertical-align:baseline;white-space:pre-wrap"><font face="tahoma, sans-serif">(470) 512-1454 | <a href="mailto:tmccanna@georgialibraries.org" target="_blank">tlittle@georgialibraries.org</a></font></span></p><br><p dir="ltr" style="line-height:1.44;margin-left:9pt;margin-top:0pt;margin-bottom:0pt"><span style="font-size:11pt;font-family:Arial;color:rgb(0,0,0);background-color:transparent;vertical-align:baseline;white-space:pre-wrap"><span style="border:medium none;display:inline-block;overflow:hidden;width:36px;height:36px"><img src="https://lh6.googleusercontent.com/ql1so1R8csbb2W7DW5vjWe3mTAcApuM7a5CMXbsYnhmF1bDmG62LM_C1BOOyWdkb2PZGKGlaYRIceHjsSvsWPXNw6HPCKqtFLMKCJiPVU0RXu2dAey13WZ02Q6E6FmzNDJ_d9iBf" style="margin-left: 0px; margin-top: 0px;" width="36" height="36"></span></span><span style="font-size:11pt;font-family:Arial;color:rgb(0,0,0);background-color:transparent;vertical-align:baseline;white-space:pre-wrap"><span style="border:medium none;display:inline-block;overflow:hidden;width:35px;height:35px"><img src="https://lh3.googleusercontent.com/2qSr0-AREIyPSTC1gMsjyXLaBT-yQ7kS6iKvd1L9XrCXxhJDWCRo5eXBHCi7f35AZASOOyiH2Si-wtuXNR8YaA2j-17GWBmmo1mpGxXa7m-JwF4AzUD_5tZZE9n1NVilAJcnGtQs" style="margin-left: 0px; margin-top: 0px;" width="35" height="35"></span></span><span style="font-size:11pt;font-family:Arial;color:rgb(0,0,0);background-color:transparent;vertical-align:baseline;white-space:pre-wrap"><span style="border:medium none;display:inline-block;overflow:hidden;width:35px;height:35px"><img src="https://lh6.googleusercontent.com/-jM_GEWd7EZGo5MFiR1koKEkiupb_lmwNEMpNiQE3U6k1C2FkyuiNjtGKlWWGfX8zbZ1135yhOHnJSINmMTXgEQuu2RlHIg5hDKxaJ9cmh3Nr6el_vN4ZHlXcAmoCPPWduwXi26m" style="margin-left: 0px; margin-top: 0px;" width="35" height="35"></span></span></p></td></tr><tr style="height:21pt"><td colspan="2" style="vertical-align:top;padding:5pt;overflow:hidden"><p dir="ltr" style="line-height:1.44;text-align:center;margin-top:0pt;margin-bottom:0pt"><a href="http://georgialibraries.org/" target="_blank"><span style="font-size:8pt;font-family:Verdana;color:rgb(17,85,204);background-color:transparent;font-style:italic;vertical-align:baseline;white-space:pre-wrap">Join our email list</span></a><span style="font-size:8pt;font-family:Verdana;color:rgb(0,0,0);background-color:transparent;font-style:italic;vertical-align:baseline;white-space:pre-wrap"> </span><span style="font-size:8pt;font-family:Verdana;color:rgb(67,67,67);background-color:transparent;font-style:italic;vertical-align:baseline;white-space:pre-wrap">for stories of Georgia libraries making an impact in our communities.</span></p></td></tr></tbody></table></div></span></div></div></div><br></div><br><div class="gmail_quote"><div dir="ltr" class="gmail_attr">On Thu, Oct 29, 2020 at 6:05 PM Jane Sandberg <<a href="mailto:sandbej@linnbenton.edu" target="_blank">sandbej@linnbenton.edu</a>> wrote:<br></div><blockquote class="gmail_quote" style="margin:0px 0px 0px 0.8ex;border-left:1px solid rgb(204,204,204);padding-left:1ex"><div dir="ltr"><div>Thanks, Tiffany!<br></div><div><br></div><div>Of course, after I sent my email to this list, and Tiffany took the time to write that helpful response, the vendor got back to me with a pretty good workaround. Their platform is sending the platform and license information over in MARC records, in a subfield that we have mapped to the "Collection Code" field that we never use. I then modified our EDI Attributes to send over the collection code with our EDI orders. And we're using the "Activate without Loading Items" button to make sure we don't end up with a bunch of unnecessary items in our catalog.</div><div><br></div><div>The nice thing is that it keeps our workflow for this vendor pretty consistent across formats. :-D</div><div><br></div><div> -Jane<br></div></div><br><div class="gmail_quote"><div dir="ltr" class="gmail_attr">On Thu, Oct 29, 2020 at 8:29 AM Tiffany Little <<a href="mailto:tlittle@georgialibraries.org" target="_blank">tlittle@georgialibraries.org</a>> wrote:<br></div><blockquote class="gmail_quote" style="margin:0px 0px 0px 0.8ex;border-left:1px solid rgb(204,204,204);padding-left:1ex"><div dir="ltr"><div class="gmail_default" style="font-family:arial,sans-serif;font-size:small">Hi Jane,</div><div class="gmail_default" style="font-family:arial,sans-serif;font-size:small"><br></div><div class="gmail_default" style="font-family:arial,sans-serif;font-size:small">I can say that for PINES libraries, we don't transmit ebook orders via EDI. Probably what I would do in this case is set up another provider profile, something like Vendor_ebooks maybe, so that our EDI orders don't mix at all with ebook ordering (which I would not set up with EDI). But I'd probably be happiest with another profile so (a) I can always immediately distinguish which orders were ebook and which were not, and (b) if those are two different accounts with the vendor I like specifying that with provider profiles. </div><div class="gmail_default" style="font-family:arial,sans-serif;font-size:small"><br></div><div class="gmail_default" style="font-family:arial,sans-serif;font-size:small">If they're one account, thennnn that's something different since you'll get EDI invoices for both physical book orders and ebook ones. At that point, I might take it to a discussion with the vendor about how they're invoicing you (making sure that they're separating out material type in invoices, since you don't want invoicing mixing ebook/physical books), and potentially separating out ebooks into another account number.</div><div class="gmail_default" style="font-family:arial,sans-serif;font-size:small"><br></div><div class="gmail_default" style="font-family:arial,sans-serif;font-size:small">If you don't want on-order records, and you don't want to receive them, I wouldn't put them through a lineitem at all. I would just do a blanket order (assuming you want to encumber the money ahead of time), and apply invoices against it. If you don't need to encumber the money ahead of time (you're okay waiting for invoices), I would cut out the PO entirely and just use direct charges on invoices. But having that Vendor_ebooks provider allows you to log those invoices not against your Vendor_books provider and keep them separate.</div><div class="gmail_default" style="font-family:arial,sans-serif;font-size:small"><br></div><div class="gmail_default" style="font-family:arial,sans-serif;font-size:small">And then re: EDI, I would just order those through the vendor website so that you can specify those platform/license issues directly in their interface.</div><div class="gmail_default" style="font-family:arial,sans-serif;font-size:small"><br></div><div class="gmail_default" style="font-family:arial,sans-serif;font-size:small">Others may have better suggestions, since after all that blather I really said that we don't do this. :) But that's my thought, fwiw.</div><div class="gmail_default" style="font-family:arial,sans-serif;font-size:small"><br></div><div class="gmail_default" style="font-family:arial,sans-serif;font-size:small">Tiffany</div><div><div dir="ltr"><div dir="ltr"><span><br><div dir="ltr" style="margin-left:0pt" align="left"><table style="border:medium none;border-collapse:collapse"><colgroup><col width="89"><col width="414"></colgroup><tbody><tr style="height:123pt"><td style="vertical-align:top;padding:5pt;overflow:hidden"><p dir="ltr" style="line-height:1.44;margin-top:0pt;margin-bottom:0pt"><span style="font-size:11pt;font-family:Arial;color:rgb(0,0,0);background-color:transparent;vertical-align:baseline;white-space:pre-wrap"><span style="border:medium none;display:inline-block;overflow:hidden;width:75px;height:75px"><img src="https://lh6.googleusercontent.com/8c2XlzLbIIC6nDoa4yqQ8MzA0npF4WXpUnhhoK_uTqralZtjqVXRwPgmRep3jGYP6q41Sb0ULXqxX-QppYTC8cQyIfBAdqzLBgqvcQwVczkqqiunlj0KIbvy-R3bp-E0mlhF0A4v" style="margin-left: 0px; margin-top: 0px;" width="75" height="75"></span></span></p></td><td style="vertical-align:top;padding:5pt;overflow:hidden"><p dir="ltr" style="line-height:1.44;margin-left:9pt;margin-top:0pt;margin-bottom:0pt"><span style="color:rgb(30,67,155);background-color:transparent;font-weight:700;vertical-align:baseline;white-space:pre-wrap"><font face="tahoma, sans-serif">Tiffany Little, PINES Services Specialist: Acquisitions</font></span></p><p dir="ltr" style="line-height:1.38;margin-top:0pt;margin-bottom:0pt"></p><hr><p></p><p dir="ltr" style="line-height:1.44;margin-left:9pt;margin-top:0pt;margin-bottom:0pt"><span style="font-size:9pt;color:rgb(30,67,155);background-color:transparent;font-weight:700;vertical-align:baseline;white-space:pre-wrap"><font face="tahoma, sans-serif">Georgia Public Library Service | University System of Georgia</font></span></p><p dir="ltr" style="line-height:1.44;margin-left:9pt;margin-top:0pt;margin-bottom:0pt"><span style="font-size:9pt;color:rgb(30,67,155);background-color:transparent;vertical-align:baseline;white-space:pre-wrap"><font face="tahoma, sans-serif">2872 Woodcock Blvd, Suite 250 l Atlanta, GA 30341</font></span></p><p dir="ltr" style="line-height:1.44;margin-left:9pt;margin-top:0pt;margin-bottom:0pt"><span style="font-size:9pt;color:rgb(30,67,155);background-color:transparent;vertical-align:baseline;white-space:pre-wrap"><font face="tahoma, sans-serif">(470) 512-1454 | <a href="mailto:tmccanna@georgialibraries.org" target="_blank">tlittle@georgialibraries.org</a></font></span></p><br><p dir="ltr" style="line-height:1.44;margin-left:9pt;margin-top:0pt;margin-bottom:0pt"><span style="font-size:11pt;font-family:Arial;color:rgb(0,0,0);background-color:transparent;vertical-align:baseline;white-space:pre-wrap"><span style="border:medium none;display:inline-block;overflow:hidden;width:36px;height:36px"><img src="https://lh6.googleusercontent.com/ql1so1R8csbb2W7DW5vjWe3mTAcApuM7a5CMXbsYnhmF1bDmG62LM_C1BOOyWdkb2PZGKGlaYRIceHjsSvsWPXNw6HPCKqtFLMKCJiPVU0RXu2dAey13WZ02Q6E6FmzNDJ_d9iBf" style="margin-left: 0px; margin-top: 0px;" width="36" height="36"></span></span><span style="font-size:11pt;font-family:Arial;color:rgb(0,0,0);background-color:transparent;vertical-align:baseline;white-space:pre-wrap"><span style="border:medium none;display:inline-block;overflow:hidden;width:35px;height:35px"><img src="https://lh3.googleusercontent.com/2qSr0-AREIyPSTC1gMsjyXLaBT-yQ7kS6iKvd1L9XrCXxhJDWCRo5eXBHCi7f35AZASOOyiH2Si-wtuXNR8YaA2j-17GWBmmo1mpGxXa7m-JwF4AzUD_5tZZE9n1NVilAJcnGtQs" style="margin-left: 0px; margin-top: 0px;" width="35" height="35"></span></span><span style="font-size:11pt;font-family:Arial;color:rgb(0,0,0);background-color:transparent;vertical-align:baseline;white-space:pre-wrap"><span style="border:medium none;display:inline-block;overflow:hidden;width:35px;height:35px"><img src="https://lh6.googleusercontent.com/-jM_GEWd7EZGo5MFiR1koKEkiupb_lmwNEMpNiQE3U6k1C2FkyuiNjtGKlWWGfX8zbZ1135yhOHnJSINmMTXgEQuu2RlHIg5hDKxaJ9cmh3Nr6el_vN4ZHlXcAmoCPPWduwXi26m" style="margin-left: 0px; margin-top: 0px;" width="35" height="35"></span></span></p></td></tr><tr style="height:21pt"><td colspan="2" style="vertical-align:top;padding:5pt;overflow:hidden"><p dir="ltr" style="line-height:1.44;text-align:center;margin-top:0pt;margin-bottom:0pt"><a href="http://georgialibraries.org/" target="_blank"><span style="font-size:8pt;font-family:Verdana;color:rgb(17,85,204);background-color:transparent;font-style:italic;vertical-align:baseline;white-space:pre-wrap">Join our email list</span></a><span style="font-size:8pt;font-family:Verdana;color:rgb(0,0,0);background-color:transparent;font-style:italic;vertical-align:baseline;white-space:pre-wrap"> </span><span style="font-size:8pt;font-family:Verdana;color:rgb(67,67,67);background-color:transparent;font-style:italic;vertical-align:baseline;white-space:pre-wrap">for stories of Georgia libraries making an impact in our communities.</span></p></td></tr></tbody></table></div></span></div></div></div><br></div><br><div class="gmail_quote"><div dir="ltr" class="gmail_attr">On Wed, Oct 28, 2020 at 7:09 PM Jane Sandberg <<a href="mailto:sandbej@linnbenton.edu" target="_blank">sandbej@linnbenton.edu</a>> wrote:<br></div><blockquote class="gmail_quote" style="margin:0px 0px 0px 0.8ex;border-left:1px solid rgb(204,204,204);padding-left:1ex"><div dir="ltr"><div>Hi friends,</div><div><br></div><div>We purchase both ebooks and print books from a particular book vendor. Since we are using EDI for the print books, it gets tricky to figure out what to do for ebooks.</div><div><br></div><div>One issue is that the Evergreen line item details don't have a field for ebook platform or ebook license (e.g. whether it is a 1-user, 3-user, or unlimited-user license). We need to be able to convey that information somehow via EDI in order for the vendor to know what we want.<br></div><div><br></div><div>A trickier issue is that we don't want any on-order item records to get generated for ebooks, or to have to go through the "receive" process.</div><div><br></div><div>How are other libraries handling this?</div><div><br></div><div>Thanks,</div><div><br></div><div> -Jane<br></div><div><br>-- <br><div dir="ltr"><div dir="ltr">Jane Sandberg<br>Electronic Resources Librarian<br>Linn-Benton Community College<br><a href="mailto:sandbej@linnbenton.edu" target="_blank">sandbej@linnbenton.edu</a> / 541-917-4655<br><div>Pronouns: she/her/hers</div><div><br></div><div>Library instagram: <a href="https://www.instagram.com/lbcc_library/" target="_blank">@lbcc_library</a><br></div></div></div></div></div>
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</blockquote></div><br clear="all"><br>-- <br><div dir="ltr"><div dir="ltr">Jane Sandberg<br>Electronic Resources Librarian<br>Linn-Benton Community College<br><a href="mailto:sandbej@linnbenton.edu" target="_blank">sandbej@linnbenton.edu</a> / 541-917-4655<br><div>Pronouns: she/her/hers</div><div><br></div><div>Library instagram: <a href="https://www.instagram.com/lbcc_library/" target="_blank">@lbcc_library</a><br></div></div></div>
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</blockquote></div><br clear="all"><br>-- <br><div dir="ltr"><div dir="ltr">Jane Sandberg<br>Electronic Resources Librarian<br>Linn-Benton Community College<br><a href="mailto:sandbej@linnbenton.edu" target="_blank">sandbej@linnbenton.edu</a> / 541-917-4655<br><div>Pronouns: she/her/hers</div><div><br></div><div>Library instagram: <a href="https://www.instagram.com/lbcc_library/" target="_blank">@lbcc_library</a><br></div></div></div>