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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

Before Go-Live

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

 

After Go-Live

Event/Presenter/Date Description Links
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)

Alma Fiscal Period Closure (Budget Rollover)
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