10:03:12 From Parker O'Mara : No problems here. 10:03:26 From vgaffney : I found it a little confusing to understand. 10:04:11 From Alana Nuth (Geneseo) : I do not think you are alone. We’ll be covering a relevant information today 10:07:24 From Douglas Moore : Would recharges for Elsevier need to be in the fund structure? 10:07:40 From Alana Nuth (Geneseo) : I think that may be determined by local practice. 10:07:51 From Alana Nuth (Geneseo) : For our campus, we do not track those recharges in our ILS or collections budget. 10:08:51 From Alana Nuth (Geneseo) : You may focus instead on planning which allocated fund will support the recharges. Does that information help? 10:10:29 From Douglas Moore : Thanks 10:14:01 From Lisa Errico : Would you use a separate ledger for CCDA? 10:14:25 From Alana Nuth (Geneseo) : We use a separate summary fund for CCDA because the fiscal period is the same. 10:14:30 From Lisa Errico : Thank you. 10:16:25 From daviesac : Are we going to cover nested summary funds at some point? 10:17:02 From Alana Nuth (Geneseo) : We’ll cover how to create summary funds. 10:17:21 From Alana Nuth (Geneseo) : If you have questions about summary funds after Maggie’s demoed them, please let us know 10:17:30 From daviesac : :) 10:17:33 From Parker O'Mara : Can summary funds be set up at a later date to which existing allocation funds can be added? 10:17:49 From Alana Nuth (Geneseo) : Yes, funds can be moved around within the hierarchy 10:18:03 From Parker O'Mara : Thank you 10:18:03 From Alana Nuth (Geneseo) : Plus, whatever fund structure you create now will not migrate 10:18:18 From Alana Nuth (Geneseo) : Unless you specifically ask that the fund structure be migrated 10:23:39 From Lauren Jackson-Beck : SUNYLA recording is here: http://sunyla.org/sunyla-midwinter-2019/ scroll down to the last video presentation for Fund Structures. 10:23:53 From Alana Nuth (Geneseo) : thank you, Lauren! 10:26:39 From kestery : yes 10:28:52 From mackk : Is the code used for analytics? 10:29:22 From mackk : thank you 10:33:32 From Alana Nuth (Geneseo) : It’s possible to allow overencumberance but not overexpenditure too 10:33:51 From Alana Nuth (Geneseo) : Thanks! 10:35:28 From Alana Nuth (Geneseo) : Just an added note: these rules become the default for all the summary and allocated funds that are within the ledger, as well. 10:35:30 From Douglas Moore : I set up some funds while testing but if I want to make changes. How can you edit existing funds with balances? 10:35:54 From Alana Nuth (Geneseo) : You can move dollars within funds, which Maggie will demo 10:36:30 From Douglas Moore : I would actually be changing the structure 10:36:59 From leslie_preston : We set up ledger for testing already, but now I don't have way to create new one on the screen 10:37:10 From Douglas Moore : I have mulitple ledgers but want to make them summary funds 10:37:48 From Douglas Moore : sure 10:38:37 From radf : Could you please update us all, I'm intersted in that as well for our Library too 10:38:40 From Douglas Moore : Deletion sounds easy but I'm not seeing where to do this 10:39:12 From leslie_preston : yes 10:39:43 From leslie_preston : I can share 10:39:52 From Shannon : Hi Douglas--are the ledgers inactive or draft? If not, you won't be able to delete them. 10:39:53 From Shannon : https://knowledge.exlibrisgroup.com/Alma/Product_Documentation/010Alma_Online_Help_(English)/020Acquisitions/090Acquisitions_Infrastructure/020Managing_Funds_and_Ledgers#Deleting_Funds_and_Ledgers 10:39:54 From leslie_preston : yes 10:40:05 From leslie_preston : i tried but someone else is sharing 10:41:28 From daviesac : clear the filters 10:41:35 From daviesac : might help 10:41:55 From daviesac : a roles problem? 10:42:36 From Douglas Moore : Seeing the same thing 10:42:52 From Douglas Moore : yes 10:43:05 From Douglas Moore : I think so 10:44:55 From leslie_preston : right 10:52:33 From Douglas Moore : Leslie: role related. I was logged in as myself. I changed to the admin login and the Edit features have reappeared. 10:52:36 From daviesac : on;y the nested one I asked earlier 10:52:52 From Alana Nuth (Geneseo) : Thanks, Douglas, for troubleshooting! 10:55:42 From Shannon : can you explain the purpose/benefit of nesting summary funds? 11:00:29 From Kristy : This is great, thank you Maggie and Alana. 11:01:24 From Lisa Errico : Thank you.