fund encoding on order records

["V. Rani Sinha" <sinhav@xxxxxxxxxx>]

As a new Millenium user, I am interested in exploiting the full capacity of 
the order record.

To date, my institution has tried to encode order records to keep track of 
endowed funds and departmental funds.  The problem is that we have used the 
same subfield of the order record to track both the allocation of endowed 
funds *and* the allocation of departmental funds.  This has made it 
essentially impossible for the Innovative system to produce automated fund 
reports.  System-generated reports have to be massaged manually to present 
an accurate record of our encumbrance.

What we would like to do is remove endowed funds from the subfields of the 
order record, because we do not need to track them through III.  We have 
other software which track the allocation of endowed funds, so it is not 
necessary to track endowed fund allocation through the order record subfields.

We know that we have not used the full extent of codes available on the 
order record, and we want to make an improvement in that regard.

We would like to know more about your experiences with the encoding of 
order records to track funds, and how you have handled the
encoding/tracking of external funds.

We were also advised by an III trainer to inquire on this listserv about 
the use of status g on order records, as well as the method of using a lump 
encumbrance.

Our over-riding objective is to let the system do the work for us in the 
generation of fund reports.  Thanks.
Rani

Vaswati R. Sinha                                ph : (610) 330-5636
Serials & Acquisitions Librarian                        e-mail : 
sinhav@xxxxxxxxxx
Skillman Library
Lafayette College
710 Sullivan Road
Easton, PA  18042-1797