[Wactclc-alma] POLs for electronic collections; vendor-level vs collection level

[Guidry, Wade]

Kirsti, and all

Elena mentioned on the call yesterday that SVC is considering use of acquisitions for their electronic collections now. They already use acquisitions for physical stuff.

I mentioned your newer technique of acquisitions for electronic collections, that you've found more "ctcLink friendly" (because it simplifies payable invoices).

My general description of your approach was:

1.      A 'purchased at vendor' continuing order at the vendor level (Ebsco, ProQuest, etc), not tied to inventory
2.      A series of 'technical' orders, with no price, for each of the individual packages, that is associated with the vendor level order.

This technique allows you to have an order in Alma (the "big" order line) that matches the actual payment requests you make to accounting. So, tracking and reconciling payments between Alma and ctcLink is easier.

And for collections for which you do get invoiced individually, because only one school buys them, or they are for a specific dept, etc, you also do priced POLs for those. Again to make tracking and reconciling payments between systems easier.

Kirsti, if you have any other comments or thoughts about this, please share.

Elena, this technique might apply to you SVCs situation. Though, you mentioned wanting to be able to do year over year cost comparisons for electronic resources out of Alma. If that's the goal, you might still be better off with POLs at the individual collection level, so that you're sure to be able to track pricing accurately at the collection level for reporting purpose. Though, with consistent use of notes, you could probably still capture good pricing info at the collection level with Kirsti's technique.



Wade Guidry
Library Consortium Services Manager, WACTCLC
wadeg at bigbend.edu<mailto:wadeg at bigbend.edu>
(509) 760-4474
http://www.wactclc.org<http://www.wactclc.org/>



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