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
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.
Hi Tiffany and All,
We have been using the blanket function to record our eBook purchases, but
we are now moving to the title-by-title method because we want to be able
to, very specifically, let the "schools" within our Seminary know what we
have been buying for them, and how much it is costing.
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
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
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
