Hi all, I am probably jumping the gun here, but I am trying to understand the logic behind the new acquisitions module so I can load in our budgets in the most effective way. I understand that a 'root budget' is for a fixed period of time, and has sub-budgets. So is the thinking that you would create 1 root budget for 2009-2010 financial year, and then sub-budgets within that for each spending area ie Fiction, LargePrint, DVDs etc. Or, would you create a Root Budget for 'Fiction 2009 - 2010', and then another for 'Largeprint 2009 - 2010' and then another for 'DVDs 2009 - 2010', and then add sub-budgets to those. So for example 'DVDs 2009-2010' could have sub-budgets for 'Adult DVDs', 'Teen DVDs' & 'Junior DVDs.' Cheers Jo.
Joann Ransom a écrit :
Hi all, Hi Jo, I am probably jumping the gun here, but I am trying to understand the logic behind the new acquisitions module so I can load in our budgets in the most effective way.
I understand that a 'root budget' is for a fixed period of time, and has sub-budgets.
So is the thinking that you would create 1 root budget for 2009-2010 financial year, and then sub-budgets within that for each spending area ie Fiction, LargePrint, DVDs etc.
Or, would you create a Root Budget for 'Fiction 2009 - 2010', and then another for 'Largeprint 2009 - 2010' and then another for 'DVDs 2009 - 2010', and then add sub-budgets to those. So for example 'DVDs 2009-2010' could have sub-budgets for 'Adult DVDs', 'Teen DVDs' & 'Junior DVDs.' in fact ... it's strictly as you want: both should work. You can also have a root budget for library A and root budget for library B, it's really as you want. The only difference may be in statistics, to see how much you spent, as it's always compared to root budget. And the stats module need more tweaks I think, so the difference can't be seen really as of today.
HTH -- Paul POULAIN http://www.biblibre.com Expert en Logiciels Libres pour l'info-doc Tel : (33) 4 91 81 35 08
Paul, This is a great new data structure for the budgets, and I look forward to getting my people on it. We will probably set up root budgets to represent "what money we're getting from a single source for a given period of time". Thus, the main allotment would be one root budget, but the various grants and programs would each have their own, as they'd be coming from different purses (and thus have different codes at Accounts Payable). I think having this as the "top level" division will make generating a payment request file (our own, local, internal thing) so much easier. Perhaps after we've all had sometime to play with it, we could put together some kind of "best practices" for Acq 3.2. Maybe a panel at KohaCon... Cheers, Ian Walls Systems Integration Librarian NYU Health Sciences Libraries ________________________________________ From: koha-bounces@lists.katipo.co.nz [koha-bounces@lists.katipo.co.nz] On Behalf Of Paul Poulain [paul.poulain@biblibre.com] Sent: Wednesday, December 09, 2009 3:31 AM To: Joann Ransom Cc: Koha list Subject: Re: [Koha] Budgets in 3.2 Acquisitions Joann Ransom a écrit :
Hi all, Hi Jo, I am probably jumping the gun here, but I am trying to understand the logic behind the new acquisitions module so I can load in our budgets in the most effective way.
I understand that a 'root budget' is for a fixed period of time, and has sub-budgets.
So is the thinking that you would create 1 root budget for 2009-2010 financial year, and then sub-budgets within that for each spending area ie Fiction, LargePrint, DVDs etc.
Or, would you create a Root Budget for 'Fiction 2009 - 2010', and then another for 'Largeprint 2009 - 2010' and then another for 'DVDs 2009 - 2010', and then add sub-budgets to those. So for example 'DVDs 2009-2010' could have sub-budgets for 'Adult DVDs', 'Teen DVDs' & 'Junior DVDs.' in fact ... it's strictly as you want: both should work. You can also have a root budget for library A and root budget for library B, it's really as you want. The only difference may be in statistics, to see how much you spent, as it's always compared to root budget. And the stats module need more tweaks I think, so the difference can't be seen really as of today.
HTH -- Paul POULAIN http://www.biblibre.com Expert en Logiciels Libres pour l'info-doc Tel : (33) 4 91 81 35 08 _______________________________________________ Koha mailing list Koha@lists.katipo.co.nz http://lists.katipo.co.nz/mailman/listinfo/koha ------------------------------------------------------------ This email message, including any attachments, is for the sole use of the intended recipient(s) and may contain information that is proprietary, confidential, and exempt from disclosure under applicable law. Any unauthorized review, use, disclosure, or distribution is prohibited. If you have received this email in error please notify the sender by return email and delete the original message. Please note, the recipient should check this email and any attachments for the presence of viruses. The organization accepts no liability for any damage caused by any virus transmitted by this email. =================================
Walls, Ian a écrit :
Paul,
This is a great new data structure for the budgets, and I look forward to getting my people on it.
We will probably set up root budgets to represent "what money we're getting from a single source for a given period of time". Thus, the main allotment would be one root budget, but the various grants and programs would each have their own, as they'd be coming from different purses (and thus have different codes at Accounts Payable). I think having this as the "top level" division will make generating a payment request file (our own, local, internal thing) so much easier.
yep, that was the idea behind this feature. Sometimes, in France, libraries have a specific grant, for a specific event, during a short period of time. Thus, the library will use 2 "root budgets" : - "annual 2010 budget" - "XXXX event budget, to spent between march and june"
Perhaps after we've all had sometime to play with it, we could put together some kind of "best practices" for Acq 3.2. Maybe a panel at KohaCon... good idea.
-- Paul POULAIN http://www.biblibre.com Expert en Logiciels Libres pour l'info-doc Tel : (33) 4 91 81 35 08
Loving this thread - this is going to help me with giving examples when I start documenting the new Acq module. Nicole On Wed, Dec 9, 2009 at 7:14 AM, Paul Poulain <paul.poulain@biblibre.com> wrote:
Walls, Ian a écrit :
Paul,
This is a great new data structure for the budgets, and I look forward to getting my people on it.
We will probably set up root budgets to represent "what money we're getting from a single source for a given period of time". Thus, the main allotment would be one root budget, but the various grants and programs would each have their own, as they'd be coming from different purses (and thus have different codes at Accounts Payable). I think having this as the "top level" division will make generating a payment request file (our own, local, internal thing) so much easier.
yep, that was the idea behind this feature. Sometimes, in France, libraries have a specific grant, for a specific event, during a short period of time. Thus, the library will use 2 "root budgets" : - "annual 2010 budget" - "XXXX event budget, to spent between march and june"
Perhaps after we've all had sometime to play with it, we could put together some kind of "best practices" for Acq 3.2. Maybe a panel at KohaCon... good idea.
-- Paul POULAIN http://www.biblibre.com Expert en Logiciels Libres pour l'info-doc Tel : (33) 4 91 81 35 08
_______________________________________________ Koha mailing list Koha@lists.katipo.co.nz http://lists.katipo.co.nz/mailman/listinfo/koha
I don't work with Acquisitions as part of my job, so I'm curious: Is the concept of a "root budget" one that is familiar to users of acquisitions systems? If that is a familiar paradigm, is that the correct term? -- Owen -- Web Developer Athens County Public Libraries http://www.myacpl.org
Owen, I'd never heard of it - I too thought that the wording was a bit weird - but I couldn't come up with another option. Nicole On Wed, Dec 9, 2009 at 8:19 AM, Owen Leonard <oleonard@myacpl.org> wrote:
I don't work with Acquisitions as part of my job, so I'm curious: Is the concept of a "root budget" one that is familiar to users of acquisitions systems? If that is a familiar paradigm, is that the correct term?
-- Owen
-- Web Developer Athens County Public Libraries http://www.myacpl.org _______________________________________________ Koha mailing list Koha@lists.katipo.co.nz http://lists.katipo.co.nz/mailman/listinfo/koha
Nicole Engard a écrit :
Owen,
I'd never heard of it - I too thought that the wording was a bit weird - but I couldn't come up with another option.
Nicole
On Wed, Dec 9, 2009 at 8:19 AM, Owen Leonard <oleonard@myacpl.org> wrote:
I don't work with Acquisitions as part of my job, so I'm curious: Is the concept of a "root budget" one that is familiar to users of acquisitions systems? If that is a familiar paradigm, is that the correct term?
well, owen, you ask a very very good question. At the beginning it was "budget period". But nicolas told us it was meaningless, so we switched to "root budget", but 'm not sure it's more meaningful. so : any suggestion very welcomed in fact ;-)
-- Paul POULAIN http://www.biblibre.com Expert en Logiciels Libres pour l'info-doc Tel : (33) 4 91 81 35 08
A 'budget period' to me means a budget for a period of time ... I'd say that works for either the sub-budgets or the root budgets - but that's just me.. On Wed, Dec 9, 2009 at 8:42 AM, Paul Poulain <paul.poulain@biblibre.com> wrote:
Nicole Engard a écrit :
Owen,
I'd never heard of it - I too thought that the wording was a bit weird - but I couldn't come up with another option.
Nicole
On Wed, Dec 9, 2009 at 8:19 AM, Owen Leonard <oleonard@myacpl.org> wrote:
I don't work with Acquisitions as part of my job, so I'm curious: Is the concept of a "root budget" one that is familiar to users of acquisitions systems? If that is a familiar paradigm, is that the correct term?
well, owen, you ask a very very good question. At the beginning it was "budget period". But nicolas told us it was meaningless, so we switched to "root budget", but 'm not sure it's more meaningful. so : any suggestion very welcomed in fact ;-)
-- Paul POULAIN http://www.biblibre.com Expert en Logiciels Libres pour l'info-doc Tel : (33) 4 91 81 35 08
_______________________________________________ Koha mailing list Koha@lists.katipo.co.nz http://lists.katipo.co.nz/mailman/listinfo/koha
If I were to use this feature, the "root budget" would correspond with what I call a budget line. The fund and fund budget match the terminology I already use. The budget line is something like "Undergraduate Book Budget" and within that there are funds (for Psychology, Math, etc.) and each fund has a budget (a dollar amount). So the "root budget" structure makes sense, although the terminology is off. Karen Kohn Collection Development Manager Landman Library Arcadia University 450 S. Easton Road Glenside, PA 19038 ph: 215-572-8528 fax: 215-572-0240 -----Original Message----- From: koha-bounces@lists.katipo.co.nz [mailto:koha-bounces@lists.katipo.co.nz] On Behalf Of Owen Leonard Sent: Wednesday, December 09, 2009 8:19 AM To: Koha list Subject: Re: [Koha] Budgets in 3.2 Acquisitions I don't work with Acquisitions as part of my job, so I'm curious: Is the concept of a "root budget" one that is familiar to users of acquisitions systems? If that is a familiar paradigm, is that the correct term? -- Owen -- Web Developer Athens County Public Libraries http://www.myacpl.org _______________________________________________ Koha mailing list Koha@lists.katipo.co.nz http://lists.katipo.co.nz/mailman/listinfo/koha
I use the following definitions in my institution: A Fund is "a source of money" A budget period (now root budget) is "a quantity of money, from a source, for a period of time". Sub-budgets would then be library-derived allocations of a budget, based on whatever criteria the library needs. Does that jive with how everyone else conceptualizes Koha Acquisitions? Ian Walls Systems Integration Librarian NYU Health Sciences Libraries 550 First Ave., New York, NY 10016 (212) 263-8687 -----Original Message----- From: koha-bounces@lists.katipo.co.nz [mailto:koha-bounces@lists.katipo.co.nz] On Behalf Of Kohn, Karen Sent: Wednesday, December 09, 2009 9:20 AM To: Koha list Subject: Re: [Koha] Budgets in 3.2 Acquisitions If I were to use this feature, the "root budget" would correspond with what I call a budget line. The fund and fund budget match the terminology I already use. The budget line is something like "Undergraduate Book Budget" and within that there are funds (for Psychology, Math, etc.) and each fund has a budget (a dollar amount). So the "root budget" structure makes sense, although the terminology is off. Karen Kohn Collection Development Manager Landman Library Arcadia University 450 S. Easton Road Glenside, PA 19038 ph: 215-572-8528 fax: 215-572-0240 -----Original Message----- From: koha-bounces@lists.katipo.co.nz [mailto:koha-bounces@lists.katipo.co.nz] On Behalf Of Owen Leonard Sent: Wednesday, December 09, 2009 8:19 AM To: Koha list Subject: Re: [Koha] Budgets in 3.2 Acquisitions I don't work with Acquisitions as part of my job, so I'm curious: Is the concept of a "root budget" one that is familiar to users of acquisitions systems? If that is a familiar paradigm, is that the correct term? -- Owen -- Web Developer Athens County Public Libraries http://www.myacpl.org _______________________________________________ Koha mailing list Koha@lists.katipo.co.nz http://lists.katipo.co.nz/mailman/listinfo/koha _______________________________________________ Koha mailing list Koha@lists.katipo.co.nz http://lists.katipo.co.nz/mailman/listinfo/koha ------------------------------------------------------------ This email message, including any attachments, is for the sole use of the intended recipient(s) and may contain information that is proprietary, confidential, and exempt from disclosure under applicable law. Any unauthorized review, use, disclosure, or distribution is prohibited. If you have received this email in error please notify the sender by return email and delete the original message. Please note, the recipient should check this email and any attachments for the presence of viruses. The organization accepts no liability for any damage caused by any virus transmitted by this email. =================================
On Wed, Dec 9, 2009 at 4:30 PM, Walls, Ian <Ian.Walls@med.nyu.edu> wrote:
I use the following definitions in my institution:
A Fund is "a source of money"
A budget period (now root budget) is "a quantity of money, from a source, for a period of time".
Yes, that's what I find familiar. But how to call it in 2 words? I wasn't happy with the original "budget period" because it highlighted the "period of time" aspect of it exclusively. Not the quantity of money, nor a name (source). I came up with "root" using an analogy from the root of an xml document. But I do agree it's not ideal. "Origine Budget"? "Source Budget"? "Mother Budget"? Any other idea? Cheers, Nicolas
Sub-budgets would then be library-derived allocations of a budget, based on whatever criteria the library needs.
Does that jive with how everyone else conceptualizes Koha Acquisitions?
Ian Walls Systems Integration Librarian NYU Health Sciences Libraries 550 First Ave., New York, NY 10016 (212) 263-8687
-----Original Message----- From: koha-bounces@lists.katipo.co.nz [mailto:koha-bounces@lists.katipo.co.nz] On Behalf Of Kohn, Karen Sent: Wednesday, December 09, 2009 9:20 AM To: Koha list Subject: Re: [Koha] Budgets in 3.2 Acquisitions
If I were to use this feature, the "root budget" would correspond with what I call a budget line. The fund and fund budget match the terminology I already use. The budget line is something like "Undergraduate Book Budget" and within that there are funds (for Psychology, Math, etc.) and each fund has a budget (a dollar amount). So the "root budget" structure makes sense, although the terminology is off.
Karen Kohn Collection Development Manager Landman Library Arcadia University 450 S. Easton Road Glenside, PA 19038 ph: 215-572-8528 fax: 215-572-0240
-----Original Message----- From: koha-bounces@lists.katipo.co.nz [mailto:koha-bounces@lists.katipo.co.nz] On Behalf Of Owen Leonard Sent: Wednesday, December 09, 2009 8:19 AM To: Koha list Subject: Re: [Koha] Budgets in 3.2 Acquisitions
I don't work with Acquisitions as part of my job, so I'm curious: Is the concept of a "root budget" one that is familiar to users of acquisitions systems? If that is a familiar paradigm, is that the correct term?
-- Owen
-- Web Developer Athens County Public Libraries http://www.myacpl.org _______________________________________________ Koha mailing list Koha@lists.katipo.co.nz http://lists.katipo.co.nz/mailman/listinfo/koha _______________________________________________ Koha mailing list Koha@lists.katipo.co.nz http://lists.katipo.co.nz/mailman/listinfo/koha
------------------------------------------------------------ This email message, including any attachments, is for the sole use of the intended recipient(s) and may contain information that is proprietary, confidential, and exempt from disclosure under applicable law. Any unauthorized review, use, disclosure, or distribution is prohibited. If you have received this email in error please notify the sender by return email and delete the original message. Please note, the recipient should check this email and any attachments for the presence of viruses. The organization accepts no liability for any damage caused by any virus transmitted by this email. =================================
_______________________________________________ Koha mailing list Koha@lists.katipo.co.nz http://lists.katipo.co.nz/mailman/listinfo/koha
-- Nicolas Morin Tél: +33(0)960 39 85 12 Mobile: +33(0)618 10 61 30 http://www.biblibre.com
LOL - I want "Mother Budget" :) On Tue, Dec 15, 2009 at 3:14 AM, Nicolas Morin <nicolas.morin@biblibre.com> wrote:
On Wed, Dec 9, 2009 at 4:30 PM, Walls, Ian <Ian.Walls@med.nyu.edu> wrote:
I use the following definitions in my institution:
A Fund is "a source of money"
A budget period (now root budget) is "a quantity of money, from a source, for a period of time".
Yes, that's what I find familiar. But how to call it in 2 words? I wasn't happy with the original "budget period" because it highlighted the "period of time" aspect of it exclusively. Not the quantity of money, nor a name (source). I came up with "root" using an analogy from the root of an xml document. But I do agree it's not ideal. "Origine Budget"? "Source Budget"? "Mother Budget"? Any other idea? Cheers, Nicolas
Sub-budgets would then be library-derived allocations of a budget, based on whatever criteria the library needs.
Does that jive with how everyone else conceptualizes Koha Acquisitions?
Ian Walls Systems Integration Librarian NYU Health Sciences Libraries 550 First Ave., New York, NY 10016 (212) 263-8687
-----Original Message----- From: koha-bounces@lists.katipo.co.nz [mailto:koha-bounces@lists.katipo.co.nz] On Behalf Of Kohn, Karen Sent: Wednesday, December 09, 2009 9:20 AM To: Koha list Subject: Re: [Koha] Budgets in 3.2 Acquisitions
If I were to use this feature, the "root budget" would correspond with what I call a budget line. The fund and fund budget match the terminology I already use. The budget line is something like "Undergraduate Book Budget" and within that there are funds (for Psychology, Math, etc.) and each fund has a budget (a dollar amount). So the "root budget" structure makes sense, although the terminology is off.
Karen Kohn Collection Development Manager Landman Library Arcadia University 450 S. Easton Road Glenside, PA 19038 ph: 215-572-8528 fax: 215-572-0240
-----Original Message----- From: koha-bounces@lists.katipo.co.nz [mailto:koha-bounces@lists.katipo.co.nz] On Behalf Of Owen Leonard Sent: Wednesday, December 09, 2009 8:19 AM To: Koha list Subject: Re: [Koha] Budgets in 3.2 Acquisitions
I don't work with Acquisitions as part of my job, so I'm curious: Is the concept of a "root budget" one that is familiar to users of acquisitions systems? If that is a familiar paradigm, is that the correct term?
-- Owen
-- Web Developer Athens County Public Libraries http://www.myacpl.org _______________________________________________ Koha mailing list Koha@lists.katipo.co.nz http://lists.katipo.co.nz/mailman/listinfo/koha _______________________________________________ Koha mailing list Koha@lists.katipo.co.nz http://lists.katipo.co.nz/mailman/listinfo/koha
------------------------------------------------------------ This email message, including any attachments, is for the sole use of the intended recipient(s) and may contain information that is proprietary, confidential, and exempt from disclosure under applicable law. Any unauthorized review, use, disclosure, or distribution is prohibited. If you have received this email in error please notify the sender by return email and delete the original message. Please note, the recipient should check this email and any attachments for the presence of viruses. The organization accepts no liability for any damage caused by any virus transmitted by this email. =================================
_______________________________________________ Koha mailing list Koha@lists.katipo.co.nz http://lists.katipo.co.nz/mailman/listinfo/koha
-- Nicolas Morin Tél: +33(0)960 39 85 12 Mobile: +33(0)618 10 61 30 http://www.biblibre.com _______________________________________________ Koha mailing list Koha@lists.katipo.co.nz http://lists.katipo.co.nz/mailman/listinfo/koha
Hi all, With Alpha around the corner (aka tomorrow) I'd like to figure this out so that I can make the necessary template edits to make the budgets language consistent. Nicole On Tue, Dec 15, 2009 at 3:14 AM, Nicolas Morin <nicolas.morin@biblibre.com> wrote:
On Wed, Dec 9, 2009 at 4:30 PM, Walls, Ian <Ian.Walls@med.nyu.edu> wrote:
I use the following definitions in my institution:
A Fund is "a source of money"
A budget period (now root budget) is "a quantity of money, from a source, for a period of time".
Yes, that's what I find familiar. But how to call it in 2 words? I wasn't happy with the original "budget period" because it highlighted the "period of time" aspect of it exclusively. Not the quantity of money, nor a name (source). I came up with "root" using an analogy from the root of an xml document. But I do agree it's not ideal. "Origine Budget"? "Source Budget"? "Mother Budget"? Any other idea? Cheers, Nicolas
Sub-budgets would then be library-derived allocations of a budget, based on whatever criteria the library needs.
Does that jive with how everyone else conceptualizes Koha Acquisitions?
Ian Walls Systems Integration Librarian NYU Health Sciences Libraries 550 First Ave., New York, NY 10016 (212) 263-8687
-----Original Message----- From: koha-bounces@lists.katipo.co.nz [mailto:koha-bounces@lists.katipo.co.nz] On Behalf Of Kohn, Karen Sent: Wednesday, December 09, 2009 9:20 AM To: Koha list Subject: Re: [Koha] Budgets in 3.2 Acquisitions
If I were to use this feature, the "root budget" would correspond with what I call a budget line. The fund and fund budget match the terminology I already use. The budget line is something like "Undergraduate Book Budget" and within that there are funds (for Psychology, Math, etc.) and each fund has a budget (a dollar amount). So the "root budget" structure makes sense, although the terminology is off.
Karen Kohn Collection Development Manager Landman Library Arcadia University 450 S. Easton Road Glenside, PA 19038 ph: 215-572-8528 fax: 215-572-0240
-----Original Message----- From: koha-bounces@lists.katipo.co.nz [mailto:koha-bounces@lists.katipo.co.nz] On Behalf Of Owen Leonard Sent: Wednesday, December 09, 2009 8:19 AM To: Koha list Subject: Re: [Koha] Budgets in 3.2 Acquisitions
I don't work with Acquisitions as part of my job, so I'm curious: Is the concept of a "root budget" one that is familiar to users of acquisitions systems? If that is a familiar paradigm, is that the correct term?
-- Owen
-- Web Developer Athens County Public Libraries http://www.myacpl.org _______________________________________________ Koha mailing list Koha@lists.katipo.co.nz http://lists.katipo.co.nz/mailman/listinfo/koha _______________________________________________ Koha mailing list Koha@lists.katipo.co.nz http://lists.katipo.co.nz/mailman/listinfo/koha
------------------------------------------------------------ This email message, including any attachments, is for the sole use of the intended recipient(s) and may contain information that is proprietary, confidential, and exempt from disclosure under applicable law. Any unauthorized review, use, disclosure, or distribution is prohibited. If you have received this email in error please notify the sender by return email and delete the original message. Please note, the recipient should check this email and any attachments for the presence of viruses. The organization accepts no liability for any damage caused by any virus transmitted by this email. =================================
_______________________________________________ Koha mailing list Koha@lists.katipo.co.nz http://lists.katipo.co.nz/mailman/listinfo/koha
-- Nicolas Morin Tél: +33(0)960 39 85 12 Mobile: +33(0)618 10 61 30 http://www.biblibre.com _______________________________________________ Koha mailing list Koha@lists.katipo.co.nz http://lists.katipo.co.nz/mailman/listinfo/koha
Hi, On Tue, Feb 2, 2010 at 9:23 AM, Nicole Engard <nengard@gmail.com> wrote:
With Alpha around the corner (aka tomorrow) I'd like to figure this out so that I can make the necessary template edits to make the budgets language consistent.
In Voyager, something more-or-less akin to the "root budget" was called a ledger, although I'm not sure that is a particularly more informative term. Evergreen has a concept of a "funding source" feeding into a hierarchical fund structure, but a "funding source" isn't exactly akin to a root budget either. I'm partial to Karen's suggestion of "budget line". Regards, Galen -- Galen Charlton gmcharlt@gmail.com
So then a 'Budget' is part of the 'Budget Line'? I'm okay with anything I just want to make sure enough of the people using the English Koha translation agree. Nicole On Wed, Feb 3, 2010 at 7:47 AM, Galen Charlton <gmcharlt@gmail.com> wrote:
Hi,
On Tue, Feb 2, 2010 at 9:23 AM, Nicole Engard <nengard@gmail.com> wrote:
With Alpha around the corner (aka tomorrow) I'd like to figure this out so that I can make the necessary template edits to make the budgets language consistent.
In Voyager, something more-or-less akin to the "root budget" was called a ledger, although I'm not sure that is a particularly more informative term. Evergreen has a concept of a "funding source" feeding into a hierarchical fund structure, but a "funding source" isn't exactly akin to a root budget either.
I'm partial to Karen's suggestion of "budget line".
Regards,
Galen -- Galen Charlton gmcharlt@gmail.com
So then a 'Budget' is part of the 'Budget Line'? That sounds semantically the wrong way round
I'm okay with anything I just want to make sure enough of the people using the English Koha translation agree. The original budget period would be akin to budget cycle which I think a few systems use. The term ledger which Galen mentioned from voyager was also used in GLIS (for those old enough) and I think was a standard accountancy term. I
On 03/02/10 12:52, Nicole Engard wrote: think I've also come across the term 'cost centre' but its a bit indistinct as to level and spelling will vary between various English speakers. It's important to get it right. I find explaining the concept 'basket' to acquisitions librarians bad enough. Cheers Colin -- Colin Campbell Chief Software Engineer, PTFS Europe Limited Content Management and Library Solutions +44 (0) 208 366 1295 (phone) +44 (0) 7759 633626 (mobile) colin.campbell@ptfs-europe.com skype: colin_campbell2 http://www.ptfs-europe.com
Colin, I thought it sounded funny. I like Budget Cycle. A Budget is part of a Budget Cycle ... Also Colin, there are multiple English translations - American and then all those of you who use the 'right' English spelling ;) hehe Nicole On Wed, Feb 3, 2010 at 8:50 AM, Colin Campbell <colin.campbell@ptfs-europe.com> wrote:
So then a 'Budget' is part of the 'Budget Line'? That sounds semantically the wrong way round
I'm okay with anything I just want to make sure enough of the people using the English Koha translation agree. The original budget period would be akin to budget cycle which I think a few systems use. The term ledger which Galen mentioned from voyager was also used in GLIS (for those old enough) and I think was a standard accountancy term. I
On 03/02/10 12:52, Nicole Engard wrote: think I've also come across the term 'cost centre' but its a bit indistinct as to level and spelling will vary between various English speakers.
It's important to get it right. I find explaining the concept 'basket' to acquisitions librarians bad enough.
Cheers Colin
-- Colin Campbell Chief Software Engineer, PTFS Europe Limited Content Management and Library Solutions +44 (0) 208 366 1295 (phone) +44 (0) 7759 633626 (mobile) colin.campbell@ptfs-europe.com skype: colin_campbell2
http://www.ptfs-europe.com _______________________________________________ Koha mailing list Koha@lists.katipo.co.nz http://lists.katipo.co.nz/mailman/listinfo/koha
Hi, On Wed, Feb 3, 2010 at 9:08 AM, Nicole Engard <nengard@gmail.com> wrote:
A Budget is part of a Budget Cycle ...
But alternatively, some libraries view budgets as entities that persist over fiscal periods, but which get periodically allocated into and rolled over into. Regards, Galen -- Galen Charlton gmcharlt@gmail.com
I'm having a little difficulty following the discussion. Could someone do a quick crib on the hierarchy in acq? Budget Cycle::Budget::etc On Feb 3, 2010, at 9:09 AM, Nicole Engard wrote:
Colin,
I thought it sounded funny. I like Budget Cycle.
A Budget is part of a Budget Cycle ...
Also Colin, there are multiple English translations - American and then all those of you who use the 'right' English spelling ;) hehe
Nicole
On Wed, Feb 3, 2010 at 8:50 AM, Colin Campbell <colin.campbell@ptfs-europe.com> wrote:
So then a 'Budget' is part of the 'Budget Line'? That sounds semantically the wrong way round
I'm okay with anything I just want to make sure enough of the people using the English Koha translation agree. The original budget period would be akin to budget cycle which I think a few systems use. The term ledger which Galen mentioned from voyager was also used in GLIS (for those old enough) and I think was a standard accountancy term. I
On 03/02/10 12:52, Nicole Engard wrote: think I've also come across the term 'cost centre' but its a bit indistinct as to level and spelling will vary between various English speakers.
It's important to get it right. I find explaining the concept 'basket' to acquisitions librarians bad enough.
Cheers Colin
-- Colin Campbell Chief Software Engineer, PTFS Europe Limited Content Management and Library Solutions +44 (0) 208 366 1295 (phone) +44 (0) 7759 633626 (mobile) colin.campbell@ptfs-europe.com skype: colin_campbell2
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Okay - this is how I understand it - correct me if I'm wrong. Root Budget::Budget::Sub-Budget On Wed, Feb 3, 2010 at 9:12 AM, Erik Lewis <elewis@ngrl.org> wrote:
I'm having a little difficulty following the discussion. Could someone do a quick crib on the hierarchy in acq?
Budget Cycle::Budget::etc
On Feb 3, 2010, at 9:09 AM, Nicole Engard wrote:
Colin,
I thought it sounded funny. I like Budget Cycle.
A Budget is part of a Budget Cycle ...
Also Colin, there are multiple English translations - American and then all those of you who use the 'right' English spelling ;) hehe
Nicole
On Wed, Feb 3, 2010 at 8:50 AM, Colin Campbell <colin.campbell@ptfs-europe.com> wrote:
So then a 'Budget' is part of the 'Budget Line'? That sounds semantically the wrong way round
I'm okay with anything I just want to make sure enough of the people using the English Koha translation agree. The original budget period would be akin to budget cycle which I think a few systems use. The term ledger which Galen mentioned from voyager was also used in GLIS (for those old enough) and I think was a standard accountancy term. I
On 03/02/10 12:52, Nicole Engard wrote: think I've also come across the term 'cost centre' but its a bit indistinct as to level and spelling will vary between various English speakers.
It's important to get it right. I find explaining the concept 'basket' to acquisitions librarians bad enough.
Cheers Colin
-- Colin Campbell Chief Software Engineer, PTFS Europe Limited Content Management and Library Solutions +44 (0) 208 366 1295 (phone) +44 (0) 7759 633626 (mobile) colin.campbell@ptfs-europe.com skype: colin_campbell2
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On Wed, Feb 3, 2010 at 9:25 AM, Nicole Engard <nengard@gmail.com> wrote:
Okay - this is how I understand it - correct me if I'm wrong.
Root Budget::Budget::Sub-Budget
I would think: Budget :: Budget Line ...but then I don't know if "Sub-Budget" is confusing in that hierarchy. -- Owen -- Web Developer Athens County Public Libraries http://www.myacpl.org
How about calling a root budget a "source budget"? These are ways money is coming into the library (the amount from a funding source for a period of time). In my institution, we'll use these as the funds that our parent institution has on file for us, so when we signal to Accounts Payable to cut a check, we'll reference the source budget. All the sub-budgeting will be used purely in-house to help us allocate funds, keep statistics, etc. Looking forward to trying this all out! Ian Walls Systems Integration Librarian NYU Health Sciences Libraries 550 First Ave., New York, NY 10016 (212) 263-8687 -----Original Message----- From: koha-bounces@lists.katipo.co.nz [mailto:koha-bounces@lists.katipo.co.nz] On Behalf Of Owen Leonard Sent: Wednesday, February 03, 2010 9:42 AM To: koha@lists.katipo.co.nz Subject: Re: [Koha] Budgets in 3.2 Acquisitions On Wed, Feb 3, 2010 at 9:25 AM, Nicole Engard <nengard@gmail.com> wrote:
Okay - this is how I understand it - correct me if I'm wrong.
Root Budget::Budget::Sub-Budget
I would think: Budget :: Budget Line ...but then I don't know if "Sub-Budget" is confusing in that hierarchy. -- Owen -- Web Developer Athens County Public Libraries http://www.myacpl.org _______________________________________________ Koha mailing list Koha@lists.katipo.co.nz http://lists.katipo.co.nz/mailman/listinfo/koha ------------------------------------------------------------ This email message, including any attachments, is for the sole use of the intended recipient(s) and may contain information that is proprietary, confidential, and exempt from disclosure under applicable law. Any unauthorized review, use, disclosure, or distribution is prohibited. If you have received this email in error please notify the sender by return email and delete the original message. Please note, the recipient should check this email and any attachments for the presence of viruses. The organization accepts no liability for any damage caused by any virus transmitted by this email. =================================
This is starting to sound like a problem with no solution ... we all have a different idea of what it should be. My immediate problem is that it's call a 'budget period' and a 'root budget' throughout Koha now - making it very confusing. I like Source Budget, Budget Cycle and Budget Period - does anyone else like one or more of these three? Nicole On Wed, Feb 3, 2010 at 10:07 AM, Walls, Ian <Ian.Walls@med.nyu.edu> wrote:
How about calling a root budget a "source budget"? These are ways money is coming into the library (the amount from a funding source for a period of time). In my institution, we'll use these as the funds that our parent institution has on file for us, so when we signal to Accounts Payable to cut a check, we'll reference the source budget. All the sub-budgeting will be used purely in-house to help us allocate funds, keep statistics, etc.
Looking forward to trying this all out!
Ian Walls Systems Integration Librarian NYU Health Sciences Libraries 550 First Ave., New York, NY 10016 (212) 263-8687
-----Original Message----- From: koha-bounces@lists.katipo.co.nz [mailto:koha-bounces@lists.katipo.co.nz] On Behalf Of Owen Leonard Sent: Wednesday, February 03, 2010 9:42 AM To: koha@lists.katipo.co.nz Subject: Re: [Koha] Budgets in 3.2 Acquisitions
On Wed, Feb 3, 2010 at 9:25 AM, Nicole Engard <nengard@gmail.com> wrote:
Okay - this is how I understand it - correct me if I'm wrong.
Root Budget::Budget::Sub-Budget
I would think:
Budget :: Budget Line
...but then I don't know if "Sub-Budget" is confusing in that hierarchy.
-- Owen
-- Web Developer Athens County Public Libraries http://www.myacpl.org _______________________________________________ Koha mailing list Koha@lists.katipo.co.nz http://lists.katipo.co.nz/mailman/listinfo/koha
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Hi, On Wed, Feb 3, 2010 at 10:16 AM, Nicole Engard <nengard@gmail.com> wrote:
I like Source Budget, Budget Cycle and Budget Period - does anyone else like one or more of these three?
Of the three, I prefer "Source Budget" as the replacement for "Root Budget". Regards, Galen -- Galen Charlton gmcharlt@gmail.com
Makes the most sense to me - can I get someone to second it so I can make the change? On Wed, Feb 3, 2010 at 11:11 AM, Galen Charlton <gmcharlt@gmail.com> wrote:
Hi,
On Wed, Feb 3, 2010 at 10:16 AM, Nicole Engard <nengard@gmail.com> wrote:
I like Source Budget, Budget Cycle and Budget Period - does anyone else like one or more of these three?
Of the three, I prefer "Source Budget" as the replacement for "Root Budget".
Regards,
Galen -- Galen Charlton gmcharlt@gmail.com
I talked with our Acquisition's Librarian. She thought that both 'root' and 'source' are programmer's terms. 'Source' is better than 'root.' She preferred 'Main' or 'Material's Budget.' Garry On Wed, Feb 3, 2010 at 11:18 AM, Nicole Engard <nengard@gmail.com> wrote:
Makes the most sense to me - can I get someone to second it so I can make the change?
On Wed, Feb 3, 2010 at 11:11 AM, Galen Charlton <gmcharlt@gmail.com> wrote:
Hi,
On Wed, Feb 3, 2010 at 10:16 AM, Nicole Engard <nengard@gmail.com> wrote:
I like Source Budget, Budget Cycle and Budget Period - does anyone else like one or more of these three?
Of the three, I prefer "Source Budget" as the replacement for "Root Budget".
Regards,
Galen -- Galen Charlton gmcharlt@gmail.com
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Hi, On Wed, Feb 3, 2010 at 11:33 AM, Garry Collum <gcollum@gmail.com> wrote:
I talked with our Acquisition's Librarian. She thought that both 'root' and 'source' are programmer's terms. 'Source' is better than 'root.' She preferred 'Main' or 'Material's Budget.'
I agree that 'root' and 'source', both of which refer to the tree structure of the budgets, could be viewed as programmers' terms, but 'Materials Budget' seems a little too book-centric - i.e., a source budget could in fact be a budget for materials, but a top-level budget could also be for electronic databases licensing. That said, either "Source Budget" or "Main Budget" works for me, though the latter only as long as there's no confusion caused by the fact that you could have multiple "main" budgets. Regards, Galen -- Galen Charlton gmcharlt@gmail.com
participants (11)
-
Colin Campbell -
Erik Lewis -
Galen Charlton -
Garry Collum -
Joann Ransom -
Kohn, Karen -
Nicolas Morin -
Nicole Engard -
Owen Leonard -
Paul Poulain -
Walls, Ian