Yankee GOBI and fund codes for Alma

Yankee GOBI and fund codes for Alma

A question from one of our institutions:

I have a question about EDI and GOBI. Do libraries need to contact Yankee (YBP) regarding removing the fiscal year date from the fund code they send? If so, what field in the GOBI record do we ask them to change?  I looked at our fund codes (that have the year attached), and in GOBI, just the first part of our code displays, not the year. 

 

PALS Response:

Yes, if you are a library using the Yankee GOBI product, you need to contact them and ask Yankee to update the "Expanded Fund Codes" area in the 981 $b fields*. Yankee will update the profile to not include the year in the fund code because Alma does not include this information in the fund code. This change only needs to be done once (and not each year when you contact them after completing your fiscal year rollover to change the year).

*You might have them mapping this information to a different field. 

Info
If you have been actively ordering from GOBI, you should not need to do this. Only libraries that have not ordered from GOBI for a few years should need to perform these steps.


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