[Evergreen-general] E-resources acq

[Tiffany Little]

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 | tlittle at georgialibraries.org

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On Mon, May 9, 2022 at 4:56 PM Jennifer Pringle via Evergreen-general <
evergreen-general at list.evergreen-ils.org> 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
> <evergreen-general at list.evergreen-ils.org>:
>
> > 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
> >
> > _______________________________________________
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> > Evergreen-general at list.evergreen-ils.org
> > 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:jennifer.pringle at bc.libraries.coop
> 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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