H04 Funds, Actually

Our small, private college had over 2,400 fund codes to manage in Acquisitions! This presentation will cover a year-long project we began to simplify our funds structure. We did this by

  1. Changing the method of fiscal close from Method 2 to Method 1

  2. Creating and reusing order record fields to capture the statistics that were originally used for fund codes.

  3. Deleting fund codes until we were down to a few hundred.

This program will be good for any audience members that do funds and order record management in their public, academic or special libraries.

Presenters and Coordinators
Swetta Abeyta
Saint Mary’s College of California

H04.pptx (1.8 MB)