Configuration and Policies > Acquisition Configuration Wizards > Fund Library Authorization Wizard

Fund Library Authorization Wizard

The Fund Library Authorization wizard is used to the control the libraries for which a fund cycle can be used to order materials based on whether the fund cycle is authorized for the holding code library.

The specified libraries in a Fund Library Authorization policy are compared to the libraries of the holding codes to determine if the fund cycle is permitted to be used to order materials for a library. If a fund cycle or fund cycles can be used to order materials for only one library, or for multiple libraries, a Fund Library Authorization policy must be defined for every unique combination of libraries. A Fund Library Authorization policy is not required to be defined for all libraries; an empty Library Authorization field in the fund cycle record indicates that the fund cycle is authorized for all libraries.

Examples:

A fund cycle can only be used to order materials for the Education Library. The Fund Library Authorization policy named EDUCATION specifies only the Education Library.
A fund cycle can be used for the College Library and Institute Library, but not the Vocation Library or the Law Library. The Fund Library Authorization policy named ACADEMIC specifies the College Library and Institute Library.

At least one library must be specified in the Libraries field when creating a Fund Library Authorization policy. An empty Libraries field in the policy is invalid.

From the List Policies window, you can create, display, modify, copy, or remove the Fund Library Authorization policies. Click Close to exit the wizard.

Attributes

The Fund Library Authorization wizard displays the following attributes.

Name

This attribute uniquely identifies a Fund Library Authorization policy. This name is ten characters or less, and may not include spaces or punctuation, except for dash (-), underscore (_), and dollar sign ($). Additionally, the pipe character (|) may not be used.

Note: The names ALL, ALL_LIBS, and HERE are reserved by the software and should not be used.

Description

This attribute provides more information about the policy and its use by the library. The description may be up to 60 characters in length. Although the Description attribute may contain spaces and punctuation, the pipe character (|) cannot be used.

Libraries

This attribute lists the Library policy names of the libraries that are authorized to use a fund cycle for ordering materials. Use the Policy List gadget to select libraries. You must select at least one library in the Libraries field.

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