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    Implementing Acquisitions in Alma

    Hexagon logo with text reading Implementing Acquisitions in AlmaIf you’ve thought about using Acquisitions in Alma before but worried it would be too difficult to implement at your institution, we are excited to share the Implementing Acquisitions in Alma series with you! This six-part series will walk you through the benefits of using acquisitions, give you guidance on getting started, and help you discover workflows that will ultimately save you time and effort when it comes to acquiring physical and electronic resources.

     

    Session Name Description Session Handouts APAC EMEA/AMERICAS Recording
    Implementing Acquisitions in Alma

    The opening session covers the benefits of Acquisitions functionality, configuration settings, acquisitions infrastructure, and user roles required to carry out Acquisitions activities.

    Presentation Slides

    Acquisitions User Roles and Terminology

    Q&A

    Thursday, April 13, 2023

    Registration closed

    8:00 AM Sydney

    10:00 AM Auckland

    Other World Times

     

    Thursday, April 13, 2023

    Registration closed

    9:00 AM Chicago

    3:00 PM London

    Other World Times

     

    Recording Link

    Note about closed captions (CC): Captions on the recording were created by an automated system and are not entirely accurate.

    Ordering Electronic and Physical Resources

    We will walk through ordering one time and continuous (subscription) materials in print and electronic formats and standing orders. Other topics include PO Line templates and sourcing Bibliographic records for orders.

    Presentation Slides

    Q&A

    Thursday, April 20, 2023

    Registration closed

    8:00 AM Sydney

    10:00 AM Auckland

    Other World Times

    Thursday, April 20, 2023

    Registration closed

    9:00 AM Chicago

    3:00 PM London

    Other World Times

    Recording Link

    Note about closed captions (CC): Captions on the recording were created by an automated system and are not entirely accurate.

    Activating Electronic Resources and Claiming

    Activating electronic resources makes them discoverable in the discovery system the library is using. Claiming workflows will also be covered in this session.

    Presentation Slides

    Q&A

    Thursday, April 27, 2023

    Registration closed

    8:00 AM Sydney

    10:00 AM Auckland

    Other World Times

    Thursday, April 27, 2023

    Registration closed

    9:00 AM Chicago

    3:00 PM London

    Other World Times

    Recording Link 

    Note about closed captions (CC): Captions on the recording were created by an automated system and are not entirely accurate.

    Receiving Physical Resources and Post-Receiving Processing

    Readying resources for patron use include receiving physical resources and post-receiving processing.

    Presentation Slides

    Q&A

    Thursday, May 4, 2023

    Registration closed

    8:00 AM Sydney

    10:00 AM Auckland

    Other World Times

    Thursday, May 4, 2023

    Registration closed

    9:00 AM Chicago

    3:00 PM London

    Other World Times

    Recording Link 

    Note about closed captions (CC): Captions on the recording were created by an automated system and are not entirely accurate.

    Invoicing Resources

    Workflows for invoicing continuous, one time, and standing orders will be covered. We will also look at uploading invoice files into Alma and see how transactions can be traced in the ledger.

    Presentation Slides

    Q&A

    Thursday, May 18, 2023

    Registration closed

    8:00 AM Sydney

    10:00 AM Auckland

    Other World Times

    Thursday, May 18, 2023

    Registration closed

    9:00 AM Chicago

    3:00 PM London

    Other World Times

    Recording Link

    Note about closed captions (CC): Captions on the recording were created by an automated system and are not entirely accurate.

     

    Automating the Acquisitions Process and Upcoming Improvements to the PO Line

    Once a workflow is established, it’s time to investigate automating the processes. Bulk Import rules and integrations are available that can reduce administrative tasks related to ordering and invoicing, allowing you to focus your energies on higher-value activities.

    Information will be shared on improvements being made to the PO line view and navigation.

    Presentation Slides

    Q&A

    Thursday, May 25, 2023

    Registration closed

    8:00 AM Sydney

    10:00 AM Auckland

    Other World Times

    Thursday, May 25, 2023

    Registration closed

    9:00 AM Chicago

    3:00 PM London

    Other World Times

    Recording Link

    Note about closed captions (CC): Captions on the recording were created by an automated system and are not entirely accurate.

     

     

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