The Fund Levels tab displays the following fields in a table format.
| • | Fund ID |
| • | Fund Name |
| • | Fund Levels (Level 1, 2, 3, 4, 5, and 6) |
The following fields are defined for the Fund Levels tab.
Each master fund record must be assigned a unique identifier. You may modify the master fund record’s unique ID using this field. The fund ID is basically a short fund name. The maximum length for this field is 20 characters.
The fund name is a description of the fund ID.
For example, the fund ID M-PHY could be defined in the name field as Physics Monographs. A more complex ID such as BOOK-FED-AD-FIC might be named Adult-Fiction-Books-Federal. An ID such as M-SC-PHY might have the name Physics Monographs, Science Department.
Fund Levels (Level 1, 2, 3, 4, 5, and 6)
Each fund level may contain a policy name used for grouping and totaling funds. There can be any number of policy names defined by the SirsiDynix Symphony administrator in policies for each of the six levels. Any six names may be used in a single master fund record; fund levels may or may not be hierarchical. If they are hierarchical, Fund Level 1 could be either the broadest or most specific fund characteristic.
For example, one of the fund levels might describe major fund categories such as GENERAL, LIBRARY, and MISC. Another level might define a subordinate level in the funding hierarchy, such as college. These might be defined as BUSINESS, EDUCATION, LIBARTS, FINEARTS, SCIENCE, and LIBRARY.
The next level could be used as the next hierarchical subdivision like academic department. These might be defined as MANAGEMENT, ACCOUNTING, PRIMARY_ED, SPECIAL_ED, ENGLISH, MODLANG, HISTORY, THEATER, ART, MUSIC, MATH, PHYSICS, CHEMISTRY, BIOLOGY, PREMED, POLISCI, SOCIALSCI.
Yet another level might depart from the hierarchical structure to define funds by material format, such as MONOGRAPH, SERIAL, AV, EQUIPMENT, SERVICES, or SUPPLIES. Each of the levels may be selected from a drop-down list.
Use the Set Options for Fund Search Helper to restrict a search to a specific fund level. Fund Level is a separate search option some fund wizards. To display information about fund levels, select the Levels option in the Display Fund (All Cycles) wizard properties. Default fund level values may be set in wizard properties.
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