Implementing Acquisitions in Alma
If 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 new 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.
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| Session Name | Description | Session Handouts | Previous Recordings | APAC | EMEA/AMERICAS |
| 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. |
March 23, 2022: Recording March 24, 2022: Recording |
Thursday, April 13, 2023 8:00 AM Sydney 10:00 AM Auckland
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Thursday, April 13, 2023 9:00 AM Chicago 3:00 PM London
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| 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. |
March 30, 2022: Recording March 31, 2022: Recording |
Thursday, April 20, 2023 8:00 AM Sydney 10:00 AM Auckland |
Thursday, April 20, 2023 9:00 AM Chicago 3:00 PM London |
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| 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. |
April 6, 2022: Recording April 7, 2022: Recording |
Thursday, April 27, 2023 8:00 AM Sydney 10:00 AM Auckland |
Thursday, April 27, 2023 9:00 AM Chicago 3:00 PM London |
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| Receiving Physical Resources and Post-Receiving Processing |
Readying resources for patron use include receiving physical resources and post-receiving processing. |
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April 13, 2022: Recording April 14, 2022: |
Thursday, May 4, 2023 8:00 AM Sydney 10:00 AM Auckland |
Thursday, May 4, 2023 9:00 AM Chicago 3:00 PM London |
| 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. |
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April 20, 2022: Recording April 21, 2022:
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Thursday, May 18, 2023 8:00 AM Sydney 10:00 AM Auckland |
Thursday, May 18, 2023 9:00 AM Chicago 3:00 PM London |
| 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. |
Q&A |
April 27, 2022: Recording April 28, 2022:
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Thursday, May 25, 2023 8:00 AM Sydney 10:00 AM Auckland |
Thursday, May 25, 2023 9:00 AM Chicago 3:00 PM London |