1. Using Budget Fund Codes for Assessment and Reporting in an Academic Library
Angie Maranville
Director, Knowledge Access & Resource Management
Megan Heady
Head, Acquisitions
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2. LIBRARIES

3. Our Journey … a look back … future
WVU Libraries
Voyager
Main Library
5 ledgers
3 fund code formats
Law Library
1 ledger
2 fund code formats
WMS
2016-present
1 Budget
3 Levels
Our Journey … a look back … future
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4. Our Voyager fund codes Monographs Serials Foundation ART 404 3L026
MUSC
436
3L020
JRL
728
3L033
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5. Creating the Fund Code….
Format
Acquisition & Audit Codes
Fund Sources
Budget Line
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6. LIBRARIES

7. Examples Library Material Fund Code Naxos Video Library AARTGNSMNH
Community College Journal (print)
E3V395PEPF
Sourcing Journal Online
DFASHNEJNH
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8. Why?
Reporting of course!
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9. WVU Reports Biweekly Used to Populate Budget Analysis Annual Report
Law
Main
Health Sciences
Foundation Expenditures
Subject Spending
Used to Populate
Annual Report
Indirect Cost Report
Auditor
ACRL
IPEDS
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10. Advantages/Disadvantages
Staff time 2-4 hours
Advantages
Provides real time numbers
No waiting
Collection Development tool
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