The Acquisition Units section of the Settings app is where you can configure your acquisition units and assign users to the units you created.
Acquisition units are an additional layer you can add to acquisitions records that restrict a user’s ability to interact with those records unless they have been assigned to that unit. While acquisition permissions may allow a user to perform certain actions within a particular app to any record within that app, acquisition units can further limit user access to only individual records.
For example, a university that shares FOLIO across multiple independent libraries, such as a Law Library, Medical Center Library, and Undergraduate Library could set up separate acquisition units for each library and assign staff from each library to the appropriate unit. Only staff within an assigned acquisition unit could take allowed actions on orders, organizations, invoices, or funds that share the same acquisition unit assignment. Even if a Law Library user has permissions to create and delete records within the Finance app, they would still be restricted from creating or deleting a Medical Center Library fund if they are not assigned to the Medical Center Library acquisition unit.
Acquisitions units can be applied to the following types of records in FOLIO:
In order to interact with Serials settings, a user needs to be assigned the following permissions:
Please note that it is currently not possible to delete a pick list.
Select the desired pick list from the drop-down menu. If available, the pick list values of the selected pick list are displayed.