PROGRAMMER'S CORNER Informational Web Pages for Symphony Funds Now Available by Mark Witteman, LOUIS
T
he LOUIS Team has created web pages that allow libraries that use the Symphony acquisitions module to view financial information about their funds and the materials purchased with those funds. Important features include: The ability to see up-to-the-moment values for each fund, including cash balance, free balance, amount budgeted, amount encumbered, amount invoiced, and amount paid. The ability to page through the funds, and to search by fund name or fund ID. The summary page defaults to the current fiscal cycle, but users can pick any past fiscal cycle.
Click on column headings to sort the list of funds by fund ID, fund name, or financial figures. The pages listing materials purchased with a particular fund have a view for non-library faculty that omits financial figures. This makes it easy to share lists of materials purchased with academic units on campus. The data is real-time, rather than being updated periodically. Libraries have the option of requiring a login and password to access these pages. If your library uses the Symphony acquisitions module but is not yet using these pages, contact your system administrator. It takes only a few seconds for the LOUIS staff to make these pages available for your funds.
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