[Evergreen-general] E-resources acq

Blake Henderson blake at mobiusconsortium.org
Wed May 11 10:07:51 EDT 2022


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 
> <evergreen-general at list.evergreen-ils.org> 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
>
>     ------------------------------------------------------------------------
>
>     Georgia Public Library Service | University System of Georgia
>
>     2872 Woodcock Blvd, Suite 250 l Atlanta, GA 30341
>
>     (404) 235-7161 | tlittle at georgialibraries.org
>
>
>     Join our email list <http://georgialibraries.org/>for stories of
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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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>         >
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>
>
>         -- 
>         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
>         <mailto:Email%3Ajennifer.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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>
>
> -- 
> Christine Morgan
> Database Support Analyst
> North of Boston Library Exchange, Inc.
> Danvers, Massachusetts
> cmorgan at noblenet.org
>
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