Michael,
We just restructured out budget for this fiscal year. I will share with you the before and after.
2019: This is a snap shot from our ILS. Our fund structure in our financial system only included the big buckets or the red lines. Reconciling was a nightmare.
2020: The same structure is now used in the ILS and the financial system though we are only using the financial system to keep track of expenses.
Please let me know if you have any questions.
Tracey Thompson | Collection Manager
Collection Management
(she, her)
Pierce County Library System
3005 112th Street East, Tacoma, WA 98446
Direct: 253.548.3609 | Main: 253.548.3300
http://www.piercecountylibrary.org<http://www.piercecountylibrary.org/>
From: acqnet-request_at_lists.ala.org <acqnet-request_at_lists.ala.org> On Behalf Of Rodriguez, Michael
Sent: Friday, April 3, 2020 6:11 AM
To: acqnet_at_lists.ala.org
Subject: [ALCTS-acqnet] Collections Fund and Reporting Codes
Hi all,
Is anyone able to share, here or off-list, your collections budget documents and structures? I am beginning work a project to revamp our reporting codes (also known as object codes) and our fund codes - not the allocations, but the actual coding, aiming to improve workflows and analytics. I am curious how folks are coding costs - for example, how are you capturing the purchase of a book that is print vs electronic and that is DDA vs firm order. Are you using secondary reporting codes? Any information you can share would be helpful.
Thanks so much,
Michael
UConn Library facilities are currently closed but we are here to help you with your library needs during the COVID-19 crisis. You can stay updated through our website<https://lib.uconn.edu/about/covid-19/> and continue to contact staff directly.
Michael Rodriguez
Collections Strategist
UConn Library
[Pierce County READS Read more to offset the pressures of daily life and relax] <https://piercecountyreads.org>
Received on Fri Apr 03 2020 - 13:09:35 EDT