<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">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"><div dir="ltr"><span><br><div dir="ltr" style="margin-left:0pt" align="left"><table style="border: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:none;display:inline-block;overflow:hidden;width:75px;height:75px"><img src="https://lh6.googleusercontent.com/8c2XlzLbIIC6nDoa4yqQ8MzA0npF4WXpUnhhoK_uTqralZtjqVXRwPgmRep3jGYP6q41Sb0ULXqxX-QppYTC8cQyIfBAdqzLBgqvcQwVczkqqiunlj0KIbvy-R3bp-E0mlhF0A4v" width="75" height="75" style="margin-left: 0px; margin-top: 0px;"></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:none;display:inline-block;overflow:hidden;width:36px;height:36px"><img src="https://lh6.googleusercontent.com/ql1so1R8csbb2W7DW5vjWe3mTAcApuM7a5CMXbsYnhmF1bDmG62LM_C1BOOyWdkb2PZGKGlaYRIceHjsSvsWPXNw6HPCKqtFLMKCJiPVU0RXu2dAey13WZ02Q6E6FmzNDJ_d9iBf" width="36" height="36" style="margin-left: 0px; margin-top: 0px;"></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:none;display:inline-block;overflow:hidden;width:35px;height:35px"><img src="https://lh3.googleusercontent.com/2qSr0-AREIyPSTC1gMsjyXLaBT-yQ7kS6iKvd1L9XrCXxhJDWCRo5eXBHCi7f35AZASOOyiH2Si-wtuXNR8YaA2j-17GWBmmo1mpGxXa7m-JwF4AzUD_5tZZE9n1NVilAJcnGtQs" width="35" height="35" style="margin-left: 0px; margin-top: 0px;"></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:none;display:inline-block;overflow:hidden;width:35px;height:35px"><img src="https://lh6.googleusercontent.com/-jM_GEWd7EZGo5MFiR1koKEkiupb_lmwNEMpNiQE3U6k1C2FkyuiNjtGKlWWGfX8zbZ1135yhOHnJSINmMTXgEQuu2RlHIg5hDKxaJ9cmh3Nr6el_vN4ZHlXcAmoCPPWduwXi26m" width="35" height="35" style="margin-left: 0px; margin-top: 0px;"></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><br></div><br><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">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">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">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>
> _______________________________________________<br>
> Evergreen-general mailing list<br>
> <a href="mailto:Evergreen-general@list.evergreen-ils.org" target="_blank">Evergreen-general@list.evergreen-ils.org</a><br>
> <a href="http://list.evergreen-ils.org/cgi-bin/mailman/listinfo/evergreen-general" rel="noreferrer" target="_blank">http://list.evergreen-ils.org/cgi-bin/mailman/listinfo/evergreen-general</a><br>
<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">Email:jennifer.pringle@bc.libraries.coop</a><br>
Website: <a href="http://bc.libraries.coop" rel="noreferrer" target="_blank">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>
_______________________________________________<br>
Evergreen-general mailing list<br>
<a href="mailto:Evergreen-general@list.evergreen-ils.org" target="_blank">Evergreen-general@list.evergreen-ils.org</a><br>
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</blockquote></div>
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Evergreen-general mailing list<br>
<a href="mailto:Evergreen-general@list.evergreen-ils.org" target="_blank">Evergreen-general@list.evergreen-ils.org</a><br>
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</blockquote></div><br clear="all"><div><br></div>-- <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">cmorgan@noblenet.org</a><br></div></div></div></div>