Identify orders as joint purchases (Consortial or multi-library purchases)

• Allow users to identify Orders as a consortial purchase
• Allow users to filter orders by this data point

• We have numerous purchases that are shared among one or more libraries in a formal or informal consortium arrangement, but we may pay the vendor directly rather than having payment go through a third party. We need to be able to identify these types of orders as part of a consortium purchase in order to identify if we may have additional parties involved in decisions on renewal or cancellation.

Joint purchasing: This could take more than one form

• Consortia purchase: The consortium is buying the material with member fees and providing access to individual libraries - generally electronic purchases not generally physical items. Members may retain permanent access to these materials even if they leave the consortia at a later date.
• How these things are being paid for may change based on usage of member institutions

Joint purchase: Consortia is acting as a fiscal agent and may collect reimbursements from individual libraries

Vendors will setup joint accounts for consortia. All members have agreed to participate in some capacity and is allotted and amount of value to make purchases on that account. In this case the vendor is actually managing the amount and is paid in advance. Member institutions may create Funds to track their progress, this means they may also create invoices and order records to commit and expend these amounts through the year.