[OPEN-ILS-GENERAL] Question about compatibility and acquisitions

[Kathy Lussier]

Hi Rose.

Yes, you can track budgets using Funds in acquisitions. The 
documentation is available here - 
http://docs.evergreen-ils.org/2.3/_managing_funds.html

Basically, you can set up funding sources, which I think of as the 
different places from which you get your funds (municipal allocation, 
trustees funds, etc.) You can then allocate money from those funding 
sources to specific funds that line up with your budgets. Tags can also 
be added to funds to help with reporting. For example, if you have a 
fund for Children's DVDs, you can give it a tag for children and for 
dvd. You can then create a report for spending on all funds that have 
the children's tag, which will include the Children's DVDs fund as well 
as children's fiction, children's non-fiction, etc. You can also 
generate a report for spending on all funds that have the dvd tag, which 
might also include, adult DVDs, documentaries, etc.

I hope this helps!
Kathy

Kathy Lussier
Project Coordinator
Massachusetts Library Network Cooperative
(508) 343-0128
klussier at masslnc.org
Twitter: http://www.twitter.com/kmlussier

On 2/13/2013 4:51 PM, Rogan Hamby wrote:
> 1.  I'll allow an acquisitions person to answer this one but I'm 
> pretty confidant the answer is 'yes.'
>
> 2. Aquabrowser - I heard of a library integrating it but haven't seen 
> it myself.  I know it's doable.  Automatic Phone Notifications - it 
> depends on how it's done.  I've recently looked at one that uses a 
> delimited output and showed the users how to setup a report to feed to 
> it.  You could go a step further and on the backend (in linux not 
> Evergreen itself) then setup a cron job that renames the file and FTPs 
> it to a box that does the phone notification.  But, again that's that 
> one, it depends on the requirements of the product.
>
>
> On Wed, Feb 13, 2013 at 3:44 PM, Schooff, Rose (LVA) 
> <Rose.Schooff at lva.virginia.gov <mailto:Rose.Schooff at lva.virginia.gov>> 
> wrote:
>
>     I have some questions from a public library that is considering
>     Evergreen.  We are currently on 2.2 but will be upgrading to 2.3
>     before this particular library joins.
>
>     1.Does the acquisitions module allow for budget tracking?
>
>     2.How well will Evergreen work with thinks we might want to add in
>     the future (should we ever be able to afford them (for example,
>     Aquabrowser, an automatic phone notification system, etc.)?
>
>     Thanks for your help.
>
>     Rose M. Schooff
>
>     Virginia Evergreen Project Manager
>
>     The Library of Virginia
>
>     800 E. Broad Street
>
>     Richmond, VA  23219
>
>     (804) 692-3772 <tel:%28804%29%20692-3772>
>
>
>
>
> -- 
>
> Rogan Hamby, MLS, CCNP, MIA
> Managers Headquarters Library and Reference Services,
> York County Library System
>
> "You can never get a cup of tea large enough or a book long enough to 
> suit me."
> -- C.S. Lewis <http://www.goodreads.com/author/show/1069006.C_S_Lewis>

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