What a great explanation! We also aren’t encumbering continuations, but would like to investigation the option in FOLIO. I think you have described an excellent use case in acquisitions for using tags (or potentially even a separate field). @Ann-Marie, want to make sure you see this one.
Hi Kristin, I’m pretty sure that’s the intent - that you could decide for categories of orders or funds, whether to roll them over to the new FY as encumbered or not encumbered.
I saw this and thought I would answer…In Aleph the check-in function does not update the holdings, which is too bad because manual editing of the summary holdings is required.
Thanks, Jessica! I do think in FOLIO we should aim to have any check-in functionality automatically update holdings if possible.