<div dir="ltr"><div class="gmail_default" style="font-family:arial,helvetica,sans-serif">Hi Tiffany,</div><div class="gmail_default" style="font-family:arial,helvetica,sans-serif"><br></div><div class="gmail_default" style="font-family:arial,helvetica,sans-serif">We work with some academic libraries on Koha that use the Acquisitions module. In Koha, you can create the concept of a Budget, such as AV23 > Funds, such as AV for each department > then create Sub Funds to further specify a breakout of AV material spending. I think this is different from a straight 3 tier structure, though, because Koha lets you continue to make further sub funds.</div></div><br><div class="gmail_quote"><div dir="ltr" class="gmail_attr">On Wed, Oct 26, 2022 at 9:35 AM Galen Charlton <<a href="mailto:gmc@equinoxoli.org">gmc@equinoxoli.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>Hi,</div><div><br></div><div>I worked on Voyager back in the day, and its notion of a three-tiered structure is described here:</div><div><br></div><div><a href="https://knowledge.exlibrisgroup.com/Voyager/Knowledge_Articles/Overview_of_the_Voyager_Fund_Structure" target="_blank">https://knowledge.exlibrisgroup.com/Voyager/Knowledge_Articles/Overview_of_the_Voyager_Fund_Structure</a></div><div><br></div><div>But basically: "allocated funds" hold the money, summary funds above them group them together for reporting purposes, while reporting funds below them allow expenditures against an allocated fund to be assigned to a reporting category without that category having an individual monetary limit.</div><div><br></div><div>Voyager's ledgers (see <a href="https://library.princeton.edu/departments/tsd/order/funds/findfund.html" target="_blank">https://library.princeton.edu/departments/tsd/order/funds/findfund.html</a>) effectively are another layer in the structure. They also serve as the linkage to library locations and fiscal years.<br></div><div><br></div><div>Evergreen's funding sources and fund tags can be used to provide summarization for reporting purposes -- and more flexibly than the strict parent/child relationship between Voyager's summary and allocated funds -- but I can't think of anything that would a direct equivalent to Voyager's reporting funds, although reporting based on the locations and subjects associated with purchases could fill the need in some situations.<br></div><div><br></div><div>Regards,</div><div><br></div><div>Galen<br></div><div><br></div><div>Regards,</div><div><br></div><div>Galen<br></div></div><br><div class="gmail_quote"><div dir="ltr" class="gmail_attr">On Wed, Oct 26, 2022 at 8:37 AM Erica Rohlfs via Evergreen-acq <<a href="mailto:evergreen-acq@list.evergreen-ils.org" target="_blank">evergreen-acq@list.evergreen-ils.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,helvetica,sans-serif">Good Morning Tiffany,</div><div class="gmail_default" style="font-family:arial,helvetica,sans-serif"><br></div><div class="gmail_default" style="font-family:arial,helvetica,sans-serif">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 library. </div><div class="gmail_default" style="font-family:arial,helvetica,sans-serif"><br></div><div class="gmail_default" style="font-family:arial,helvetica,sans-serif">I hope this helps, and I look forward to hearing others' experiences with their legacy ILS Acq modules.<br></div><div class="gmail_default" style="font-family:arial,helvetica,sans-serif"><br></div><div class="gmail_default" style="font-family:arial,helvetica,sans-serif">Thank You,</div><div class="gmail_default" style="font-family:arial,helvetica,sans-serif">Erica</div></div><br><div class="gmail_quote"><div dir="ltr" class="gmail_attr">On Wed, Oct 26, 2022 at 8:23 AM Tiffany Little via Evergreen-acq <<a href="mailto:evergreen-acq@list.evergreen-ils.org" target="_blank">evergreen-acq@list.evergreen-ils.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:tahoma,sans-serif;font-size:small">Good morning!</div><div class="gmail_default" style="font-family:tahoma,sans-serif;font-size:small"><br></div><div class="gmail_default" style="font-family:tahoma,sans-serif;font-size:small">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?</div><div class="gmail_default" style="font-family:tahoma,sans-serif;font-size:small"><br></div><div class="gmail_default" style="font-family:tahoma,sans-serif;font-size:small">Thank you!!<br>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">(404) 235-7161 | <a href="mailto:tlittle@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></div>
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</blockquote></div><br clear="all"><div><br></div>-- <br><div dir="ltr"><div dir="ltr"><div dir="ltr"><div dir="ltr"><div dir="ltr"><div dir="ltr"><div dir="ltr"><div><font size="2" face="arial, sans-serif">Erica Rohlfs</font><span style="font-family:arial,sans-serif">, MLIS, PMP</span></div><div><font face="arial, sans-serif"><font size="2">Senior </font>Implementation Project Manager</font></div><div><font size="2" face="arial, sans-serif">Equinox Open Library Initiative</font></div><div><font face="arial, sans-serif"><a href="mailto:erica.rohlfs@equinoxOLI.org" target="_blank">erica.rohlfs@equinoxOLI.org</a><br></font></div><div><font size="2" face="arial, sans-serif"><a href="https://equinoxOLI.org" target="_blank">https://equinoxOLI.org</a></font></div><div><font face="arial, sans-serif">phone: 877-OPEN-ILS (673-6457)<br></font></div><div><font face="arial, sans-serif">direct: 770-709-5572</font></div></div></div></div></div></div></div></div>
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</blockquote></div><br clear="all"><br>-- <br><div dir="ltr"><div dir="ltr">Galen Charlton<br>Implementation and IT Manager<br>Equinox Open Library Initiative<br><a href="mailto:gmc@equinoxOLI.org" target="_blank">gmc@equinoxOLI.org</a><br><a href="https://www.equinoxOLI.org" target="_blank">https://www.equinoxOLI.org</a> <br>phone: 877-OPEN-ILS (673-6457)<br>direct: 770-709-5581<br><a href="http://evergreen-ils.org" target="_blank"></a></div></div>
</blockquote></div><br clear="all"><div><br></div>-- <br><div dir="ltr" class="gmail_signature"><div dir="ltr"><div dir="ltr"><div dir="ltr"><div dir="ltr"><div dir="ltr"><div dir="ltr"><div><font size="2" face="arial, sans-serif">Erica Rohlfs</font><span style="font-family:arial,sans-serif">, MLIS, PMP</span></div><div><font face="arial, sans-serif"><font size="2">Senior </font>Implementation Project Manager</font></div><div><font size="2" face="arial, sans-serif">Equinox Open Library Initiative</font></div><div><font face="arial, sans-serif"><a href="mailto:erica.rohlfs@equinoxOLI.org" target="_blank">erica.rohlfs@equinoxOLI.org</a><br></font></div><div><font size="2" face="arial, sans-serif"><a href="https://equinoxOLI.org" target="_blank">https://equinoxOLI.org</a></font></div><div><font face="arial, sans-serif">phone: 877-OPEN-ILS (673-6457)<br></font></div><div><font face="arial, sans-serif">direct: 770-709-5572</font></div></div></div></div></div></div></div></div>