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OCLC Support

How can I export a list of all funds my institution has configured?

Applies to
  • WorldShare Acquisitions
Answer

You can export the list of funds by exporting the budget for the year you need. To do so:

  1. Open the Acquisitions module
  2. Click Budgets on the left side
  3. Select the budget you wish to display and click Edit
  4. With the budget open, use the arrows in the first column to expand all funds, if necessary
  5. Click the Export icon directly above the table to Export as CSV
Additional information

Edit budget

Page ID
50115