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Alma Acquisitions Resource Guide

This guide covers all aspects of the Acquisitions process, which includes setting up funds, ordering, receiving physical items, activating e-resources, and invoicing. This guide also covers Serials patterns and arrival/check-in.

Training Videos

Acquisitions and Serials Training Videos

 

FLVC Alma Acquisitions Presentations

 

Event/Presenter/Date Description Links

Alma Fiscal Period Closure (Budget Rollover)

Jay Wiese
June 14, 2022

The fiscal year ends each year on June 30th; In order to continue using Alma acquisitions functions, institutions will need to run the Alma Fiscal Period Closure process to update the active fiscal year in Alma, create new funds for the fiscal year, set allocations for those funds, and encumber open PO lines on the new fiscal year funds.

Video Recording
(39 min)

Transcript

Rialto Q&A with UCF, UF and FGCU

Sara Duff, UCF

Jason Heckathorn, UF

Jeremy Brown, FGCU

Anjana Bhatt, FGCU

Joslyn Pendenque, FGCU

Steve Rokusek, FGCU

Danielle Rosenthal, FGCU

April 26, 2023 

 

Is your institution considering implementing Rialto in Alma? Have you recently started using Rialto and have lingering questions about day-to-day workflows and functionality?

In this virtual Q&A session, attendees asked the librarians from UCF, UF, and FGCU about their experience implementing and using Rialto to order library materials.

Video Recording 

(1 hour and 4 minutes)

Rialto Q&A's and panelist contact information

 

Alma Fiscal Period Closure (Budget Rollover)

Sakuna Saengow
June 28, 2023

The fiscal year ends each year on June 30th; In order to continue using Alma acquisitions functions, institutions will need to run the Alma Fiscal Period Closure process to update the active fiscal year in Alma, create new funds for the fiscal year, set allocations for those funds, and encumber open PO lines on the new fiscal year funds.

Video Recording

(58 minutes)

Rialto Update for FLVC Members Webinar

Rialto representatives, Clarivate

July 25, 2024

Clarivate invites all FLVC libraries currently using Rialto to an exclusive webinar to discuss what's new with Rialto. Rialto is a marketplace platform built on Alma used by many libraries to simplify selection and acquisition. This one-hour session will demo the enhancements to the platform, show the new collaboration tools, and discuss the new publisher-direct ebook platforms that have been recently added to the marketplace. The webinar will lead by two representatives from Clarivate: Amy Copeland, Rialto Product Manager, and Pam Matthews, Content and Workflow Strategy Consultant. Amy and Pam will provide an overview of all the new features as well as allow plenty of time for any questions you may have about the product.

Video Recording

(58 minutes)

Slides from session

Q&A from session

 

 

Acquisitions in Alma Training Presentations

 

Event/Presenter/Date Description Links
Spring Workshop - Introduction Session
(Ex Libris)
April 5, 2021
 
Workshop Overview
Inventory Model, Searching
User Roles and Tasks
Video Recording
(1hr 1min)
Spring Workshop - Session 1
Technical Services Overview

(Ex Libris)
April 5, 2021
Fund Structures
Vendors, Accounts, Interfaces, EDI
Video Recording
(50min)
 
Spring Workshop - Session 2
Ordering, Receiving, Activating

(Ex Libris)
April 5, 2021

Ordering
--Order Line Types
--Ordering Lifecycle
--Ordering Physical One-time: Physical & Electronic --Subscriptions

Receiving, Activating
--Receiving One-time
--Receiving Subscriptions (with/without predictions)
--Activating E-Resources

Video Recording
Part 1
(51min)

Video Recording
Part 2
(53min)

Spring Workshop - Session 3
Invoicing
(Ex Libris)
April 6, 2021
Invoicing
--Invoicing Lifecycle & Integration Options
--Creating and Editing Invoices
--Taxes
Video Recording
(33min)
Simplified Acquisitions in Alma
(Ex Libris)
April 15, 2021
  Video Recording
(1hr 4min)
Serials Prediction Patterns in Alma
(Ex Libris)
May 10, 2021
 

Video Recording
(1hr 1min)

Slides

Using Embedded Order Data (EOD) in Alma
(FLVC)
September 8, 2021
Configuring EOD Orders and MARC Records

Video Recording
(1hr 3min)

Slides

Fall Workshop - Managing Physical Resources
Session 1 - Alma Overview

(Ex Libris)
Sept. 21, 2021
User Roles and Menus
IZ / NZ / CZ Overview
Data Structures (Physical vs Electronic)
Advanced Searching
Video Recording
(1hr 31min)
Slides
Fall Workshop - Managing Physical Resources
Session 2 - Ordering and Receiving Physical Resource

(Ex Libris)
Sept. 22, 2021

Ordering
--Order Line Types
--Ordering Lifecycle
--Ordering Physical one-time; Physical subscriptions

Receiving and Invoicing
--Receiving one-time
--Receiving subscriptions
--Invoicing Lite
--Q&A

Video Recording
Part 1
(1hr 15min)

Video Recording
Part 2
(1hr 31min)