Funds are categorized into ledgers in Alma. We have separate ledgers for each fiscal year, for our new monograph central pool (approval plan), and for gifts and exchanges. Allocated funds within each ledger have money from the budget allocated to them and are used on purchase orders. They are grouped by Summary funds, which organize the allocated funds by type of account (state v. grant), unit, or division.
Allocated Funds
Allocated funds have both a name and a code associated with them and consist of two parts.
Initial Letters: The initial letters of the fund code typically denote the name of the fund or the unit covered by that fund.
Numbers following the initial letters: denote the type of material ordered at a general level.
- 0 = Monograph
- 9 = Periodicals/Recurring
- Other Numbers (e.g. 2, 6, 5, 17) = grant or gift accounts
Letters that appear after these numbers typically are added when more than one fund code exists with the same code (i.e. egl6 and egl6a). See a breakdown of these codes.
For example:
- egr0 – Engineering monograph fund
- egr9 – Engineering periodicals fund
Reporting Codes
Reporting codes were associated with fund codes in our previous system (Voyager). In Alma, they are separate from the fund and instead are applied to the purchase order directly.
Commonly used reporting codes include:
- 611 – Print Monos
- 648 – DB Subscriptions
- 613 – Slip Monos
- 649 – CDRom Books
- 617 – Back Issues
- 650 – CDRom DB
- 631 – Print Standing Order
- 651 – AV Firm Order
- 632 – Mono Contin
- 652 – AV Monos
- 633 – Contin
- 653 – AV Periodicals
- 641 – Print Periodicals
- 691 – Microforms Mono Contin
- 643 – E Ref Sources
- 692 – Microforms Contins
- 644 – E Books
- 693 – Microforms Monos
- 645 – E Contins
- 694 – Microforms Periodicals
- 646 – E Journals
- 697 – CD Non-Music
- 647 – CDRom Periodicals
- 744 – eBooks (non-cap)
- 748 – Databases (non-cap)
For questions about fund codes, or to have a new fund created, please contact the Business and Human Resources Service Center.