** ** 2010/2/9 MJ Ray <mjr@phonecoop.coop>

Colin Campbell <colin.campbell@ptfs-europe.com>

...

On the display of funds we have columns 'Ordered' and 'Spent'. Isn't the usual terminology something like 'Encumbered' and 'Paid' ?

I don't know and it's not in the usual Koha reference ODLIS — Online Dictionary for Library and Information Science by Joan M. Reitz http://lu.com/odlis/ either way.

Is there another dictionary we should look at?

Thanks,

Some terminology from ODLIS: * budgetThe total amount of funds <http://lu.com/odlis/odlis_f.cfm#funding> available to meet a library <http://lu.com/odlis/odlis_l.cfm#library>'s expenditures over a fixed period of time (usually one or two years). In most budgets, funds are allocated <http://lu.com/odlis/odlis_a.cfm#allocation> by category of expenditure, called lines. In chronically underfunded<http://lu.com/odlis/odlis_u.cfm#underfunded> libraries and library system <http://lu.com/odlis/odlis_l.cfm#librarysystem>s, budgeting can be a major source of frustration for librarian<http://lu.com/odlis/odlis_l.cfm#librarian>s and library administration <http://lu.com/odlis/odlis_l.cfm#libadmin>. See also: line-item budget <http://lu.com/odlis/odlis_l.cfm#lineitem>,operating budget <http://lu.com/odlis/odlis_o.cfm#operatingbudget>, and zero-base budget <http://lu.com/odlis/odlis_z.cfm#zbb>. ** **encumbrance*In library <http://lu.com/odlis/odlis_l.cfm#library> acquisitions <http://lu.com/odlis/odlis_a.cfm#acquisitions>, an amount charged against a budget <http://lu.com/odlis/odlis_b.cfm#budget>ary fund to cover a prior commitment to purchase materials<http://lu.com/odlis/odlis_l.cfm#libmaterials> , equipment <http://lu.com/odlis/odlis_l.cfm#libraryequipment>, services, or supplies <http://lu.com/odlis/odlis_l.cfm#librarysupplies>, removed once full payment is made or the order is canceled<http://lu.com/odlis/odlis_c.cfm#canceled>. Encumbrances are tracked by the library to prevent over-expenditure. *line-item budget* A method of budget<http://lu.com/odlis/odlis_b.cfm#budget>ing used in some libraries <http://lu.com/odlis/odlis_l.cfm#library> and library system <http://lu.com/odlis/odlis_l.cfm#librarysystem>s in which anticipated expenditures are divided into discrete functional categories called "lines" (salaries <http://lu.com/odlis/odlis_s.cfm#salary> and wages<http://lu.com/odlis/odlis_w.cfm#wages> , materials <http://lu.com/odlis/odlis_l.cfm#libmaterials>,equipment<http://lu.com/odlis/odlis_l.cfm#libraryequipment>, etc.) for the purpose of systematically allocating<http://lu.com/odlis/odlis_a.cfm#allocation> resources and tracking operating expenditures<http://lu.com/odlis/odlis_o.cfm#operatingbudget> . Regards, ALTiraboschi FaMAF-UNC