5.3 Settings - Acq & Serials

5.3.1 Settings > Acquisition units

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:

• Fiscal years
• Ledgers
• Groups
• Funds
• Invoices
• Orders
• Organizations
• Receiving titles

5.3.1.1 Settings > Serials > Permissions

In order to interact with Serials settings, a user needs to be assigned the following permissions:

• Settings (Serials): Manage pick lists and values. This permission allows the user to manage pick lists and values in the settings.
• Settings (Serials): View pick lists and values. This permission allows the user to view pick lists and values in the settings.

5.3.1.2 Settings > Serials > Pick lists

5.3.1.2.1 Creating a pick list

1. Click New.
2. Under Category fill in the name of your new pick list.
3. Click Save. The pick list appears alphabetically in the Pick list column.

Please note that it is currently not possible to delete a pick list.

5.3.1.3 Settings > Serials > Pick lists values

5.3.1.3.1 Viewing pick list values

Select the desired pick list from the drop-down menu. If available, the pick list values of the selected pick list are displayed.

5.3.1.3.2 Creating pick list values

1. Select the pick list to which you want to add a new value.
2. Click New.
3. Fill in the label of your new value.
4. Click Save to save your label or Cancel to dismiss the changes.

5.3.1.3.3 Editing a pick list value

1. Click the pencil icon under Actions to edit a label of a pick list value.
2. Edit the label of your pick list value.
3. Click Save to save your label or Cancel to dismiss the changes.
4. After saving, the value field is set automatically.

5.3.1.3.4 Deleting a pick list value

1. In the pick list drop-down menu, select the pick list in which you want to delete a pick list value.
2. Click the trash icon under Actions to delete the value.