Funds

Create, Edit, and Delete fund codes

Creating Funds

• Funds are shared by all users, but unique to each system
• When creating funds for NYPL specify Branches or Research

Add or Edit fund code

1. Create a name for the fund code using the correct code from the Sierra ILS.
2. Add a brief description

Setting constraints

• Move constraints from the 'Out' to the 'In' column using the add or remove buttons
• Use standard windows CTRL + 'Select with mouse' to select multiple lines at the same time

1. Branches - Select branch codes from list
2. Audience - Select Audience: Adult, Juvenile, Young Adult
3. Material type - Select Material type

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• ADD to create a new fund code

• EDIT to modify an existing code name, description and parameters

• SAVE changes

• DELETE to remove a code and its associated values

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