40 min | Settings, reference data and finance show and tell, focused on each library (Simmons, Lehigh, Missouri St, Chalmers) for 10 minutes each questions and discussion | Kelly Drake | Chalmers doesn't use finance at all in FOLIO Lehigh has tested creating an order but still not sure what's working and what isn't, MSU also hasn't gotten very far Kristen talked about the Finance settings for Simmons (based on Edelweiss): using default list using only two fund types (monographs & subscriptions) using a fund spreadsheet now to figure out how their FOLIO fund structure should look (34 funds) set up groups for tracking - these are created by each institution. Groups don't have funds but show summaries of their associated funds noting which funds can allow transfers to and from - they tested a transfer and it worked won't be using vouchers so not setting up any external account info
Nobody else has tested these much Questions about how encumbrances will work, more dev work on this expected in Fameflower & Goldenrod Fund: lives over time over multiple fiscal years; budget is for a single FY A feature that might be useful from some libraries (Simmons & MSU) would be to encumber against future budgets - due to their university accounting requirements Funds/Allocations: everything will be in the default currency your institution selects (also controls fines & fees) Simmons monograph order process: Preferred process is to create PO with bib stub, overlay with full MARC later (can't do that now) Create PO; required fields (vendor, order type, acq unit) Then create PO line, Simmons will put in inventory record in at time of order Can create templates with pre-populated fields Bill To/Ship To: not so important if vendor order imported but needed if actually sending out the order Re-encumber: relates to ongoing orders "Manual" - nobody sure what that means (ask Dennis next week) Product ID: ISBN, etc. OCLC# wouldn't go here because it's a record number Updates & overlays will be worked on in Goldenrod
We'll look at orders more in-depth next week |