[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
>
>
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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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