[Wactclc-alma] Thursday's call

[Babcock, George]

Hi Cara Beth,

All allocations are done at the "Allocated Fund" level. When editing an allocated fund, go to the "Transactions" tab and then you should be able to "Allocate Funds" and then "Transfer Funds." VAT is not as easy a topic and could take up most of the hour...

George

[cid:image001.jpg at 01D6FFA5.77E01830]

From: Wactclc-alma <wactclc-alma-bounces at lists.ctc.edu> On Behalf Of Cara Beth Stevenson
Sent: Wednesday, February 10, 2021 11:55 AM
To: WACTCLC Alma Discussion <wactclc-alma at lists.ctc.edu>
Subject: Re: [Wactclc-alma] Thursday's call


It's likely too late to add a topic to Thursday's agenda. Could I add it to a future call?



I am viewing the Acquisitions infrastructure videos & training materials in the Knowledge Center, and I cannot find information on how to add an allocation to a ledger or fund. My balances are all zero. Shouldn't it be more obvious how to add or edit? I see instructions for transferring money between allocated funds, but I have no allocations to move.

I have other questions about VAT, but this is the one that is really stumping me.



Cara Beth Stevenson

(pronouns: she/her/hers)

Library Paraprofessional

John Spellman Library

Grays Harbor College

________________________________
From: Wactclc-alma <wactclc-alma-bounces at lists.ctc.edu<mailto:wactclc-alma-bounces at lists.ctc.edu>> on behalf of Guidry, Wade <WadeG at bigbend.edu<mailto:WadeG at bigbend.edu>>
Sent: Tuesday, February 9, 2021 7:30:50 PM
To: WACTCLC Alma Discussion; WACTCLC Primo discussions
Subject: [Wactclc-alma] Thursday's call

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I've got a couple of topics on the agenda for Thursday's call... IPEDS Dashboard and local collection for BibliU<https://nam04.safelinks.protection.outlook.com/?url=https%3A%2F%2Fbibliu.com%2F&data=04%7C01%7C%7C8904c31fc7784b6e309408d8cdfdc722%7C02d8ff38d7114e31a9156cb5cff788df%7C0%7C0%7C637485837142973019%7CUnknown%7CTWFpbGZsb3d8eyJWIjoiMC4wLjAwMDAiLCJQIjoiV2luMzIiLCJBTiI6Ik1haWwiLCJXVCI6Mn0%3D%7C1000&sdata=1nnXN7EAi8UuZI%2BQCUvwwIRlovJIqFw9QJOY41e9MvQ%3D&reserved=0>.

The BibliU question comes from Lower Columbia.

The IPEDS Dashboard question comes from a couple of sources, perhaps because people are working on ACRL stats, which basically just say "submit your IPEDS stats". (I'm not sure why they don't just go to the IPEDS site and download the data themselves, it's all public, but no matter.)

So, that's what I have for Thursday so far.



Wade Guidry
Library Consortium Services Manager, WACTCLC
wadeg at bigbend.edu<mailto:wadeg at bigbend.edu>
(509) 760-4474
http://www.wactclc.org<https://nam04.safelinks.protection.outlook.com/?url=http%3A%2F%2Fwww.wactclc.org%2F&data=04%7C01%7C%7C8904c31fc7784b6e309408d8cdfdc722%7C02d8ff38d7114e31a9156cb5cff788df%7C0%7C0%7C637485837142973019%7CUnknown%7CTWFpbGZsb3d8eyJWIjoiMC4wLjAwMDAiLCJQIjoiV2luMzIiLCJBTiI6Ik1haWwiLCJXVCI6Mn0%3D%7C1000&sdata=UntTdHgEz4px6LO1qehpcOorM0GD%2BWyvsL297DZLYBs%3D&reserved=0>



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