Fund Tags

You can apply tags to funds so that you can group funds for easy reporting. For example, you have three funds for children’s materials: Children’s Board Books, Children’s DVDs, and Children’s CDs. Assign a fund tag of children’s to each fund. When you need to report on the amount that has been spent on all children’s materials, you can run a report on the fund tag to find total expenditures on children’s materials rather than reporting on each individual fund.

Create a Fund Tag

  1. To create a fund tag, click Administration → Server Administration → Acquisitions → Fund Tags.
  2. Click New Fund Tag. No limits exist on the number of characters that can be entered in this field.
  3. Select a Fund Tag Owner from the drop-down menu. The owner indicates the organizational unit(s) whose staff can use this fund tag. This menu is populated with the shortnames that you created for your libraries in the organizational units tree (See Administration → Server Administration → Organizational Units).

    Note

    The rule of parental inheritance applies to this list.

  4. Enter a Fund Tag Name. No limits exist on the number of characters that can be entered in this field.
  5. Click Save.