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All,<br>
<br>
Thank you all for your feedback! That certainly does help. It does
seem that Evergreen Acq can get the job done.<br>
<pre class="moz-signature" cols="72">-Blake-
Conducting Magic
MOBIUS
</pre>
<div class="moz-cite-prefix">On 5/11/2022 8:55 AM, Morgan, Christine
via Evergreen-general wrote:<br>
</div>
<blockquote type="cite"
cite="mid:CAOcs8wDUqPP3aoWok2Wm8tQ2SgScRX-7-Yuo4p_26NHdLy+xeg@mail.gmail.com">
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<div dir="ltr">Hi Blake,
<div><br>
</div>
<div>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.</div>
<div><br>
</div>
<div>Hope this helps,</div>
<div>Christine</div>
</div>
<br>
<div class="gmail_quote">
<div dir="ltr" class="gmail_attr">On Wed, May 11, 2022 at 7:54
AM Tiffany Little via Evergreen-general <<a
href="mailto:evergreen-general@list.evergreen-ils.org"
moz-do-not-send="true" class="moz-txt-link-freetext">evergreen-general@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">Hi
Blake,</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">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.</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">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.</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">Tiffany</div>
<div>
<div dir="ltr">
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<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: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;" moz-do-not-send="true" width="75" height="75"></span></span></p>
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<p dir="ltr"
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<hr>
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<div class="gmail_quote">
<div dir="ltr" class="gmail_attr">On Mon, May 9, 2022 at
4:56 PM Jennifer Pringle via Evergreen-general <<a
href="mailto:evergreen-general@list.evergreen-ils.org"
target="_blank" moz-do-not-send="true"
class="moz-txt-link-freetext">evergreen-general@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">Hi Blake,<br>
<br>
In theory you could load the e-records through
acquisitions and <br>
activate the PO without loading the items. That way the
records would <br>
be linked to the acquisitions module (though the find
originating <br>
acquisitions feature relies on items so you could find the
link if you <br>
started in the acq module, but not if you started with the
bib record).<br>
<br>
<a
href="https://docs.evergreen-ils.org/eg/docs/latest/acquisitions/selection_lists_po.html#_activating_your_purchase_order"
rel="noreferrer" target="_blank" moz-do-not-send="true"
class="moz-txt-link-freetext">https://docs.evergreen-ils.org/eg/docs/latest/acquisitions/selection_lists_po.html#_activating_your_purchase_order</a><br>
<br>
Hope that helps,<br>
<br>
Jennifer<br>
<br>
<br>
Quoting Blake Henderson via Evergreen-general <br>
<<a
href="mailto:evergreen-general@list.evergreen-ils.org"
target="_blank" moz-do-not-send="true"
class="moz-txt-link-freetext">evergreen-general@list.evergreen-ils.org</a>>:<br>
<br>
> All,<br>
><br>
> Please excuse my ignorance. Any and all feedback is
welcome.<br>
><br>
> Is anyone using Evergreen for ERM somehow? Can Acq
accommodate? I <br>
> could see a scenario where a library could record the
money spent by <br>
> recording invoices. And debiting the appropriate
funds. But that <br>
> wouldn't tie back to a bib record. Because, correct
me if I'm wrong, <br>
> you'd need to get items on your invoice for Evergreen
to make the <br>
> connection to the bib?<br>
><br>
> Knowing that, perhaps we can still make it happen
with two steps: <br>
> using Acq for invoice tracking. And crafting/curating
the MARC to <br>
> save the fund code in a special place. Loading the
bibs using <br>
> standard methods.<br>
><br>
> What are you doing? Coral? Something else?<br>
><br>
> -- <br>
> -Blake-<br>
> Conducting Magic<br>
> MOBIUS<br>
><br>
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<br>
<br>
-- <br>
Jennifer Pringle (she/her)<br>
Co-op Support - Training Lead<br>
BC Libraries Cooperative<br>
Toll-free: 1-888-848-9250<br>
<a
href="mailto:Email%3Ajennifer.pringle@bc.libraries.coop"
target="_blank" moz-do-not-send="true">Email:jennifer.pringle@bc.libraries.coop</a><br>
Website: <a href="http://bc.libraries.coop"
rel="noreferrer" target="_blank" moz-do-not-send="true"
class="moz-txt-link-freetext">http://bc.libraries.coop</a><br>
<br>
Gratefully acknowledging that I live and work in the
unceded <br>
Traditional Territory of the St'at'yemc Nations.<br>
<br>
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-- <br>
<div dir="ltr" class="gmail_signature">
<div dir="ltr">
<div>
<div dir="ltr">
<div>
<div>
<div>
<div>Christine Morgan<br>
</div>
Database Support Analyst<br>
</div>
North of Boston Library Exchange, Inc.<br>
</div>
Danvers, Massachusetts<br>
</div>
<a href="mailto:cmorgan@noblenet.org" target="_blank"
moz-do-not-send="true" class="moz-txt-link-freetext">cmorgan@noblenet.org</a><br>
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