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    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.

    Session Name Description Session Handouts Previous Recordings Upcoming Sessions
    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.

    PPT

    Acquisitions User Roles and Terminology

    Q&A

    March 23, 2022: Recording

    March 24, 2022: Recording

    YouTube

    TBA

    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.

    PPT

    Q&A

    March 30, 2022: Recording

    March 31, 2022: Recording

    YouTube

    TBA
    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.

    PPT

    Q&A

    April 6, 2022: Recording

    April 7, 2022: Recording

    YouTube

    TBA
    Receiving Physical Resources and Post-Receiving Processing

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

    PPT

    Q&A

     

    April 13, 2022: Recording

    April 14, 2022:

    Recording

    YouTube

    TBA

    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.

    PPT

    Q&A

     

    April 20, 2022: Recording

    April 21, 2022:

    Recording

    YouTube

     

    TBA

    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.

    PPT

    Q&A

    April 27, 2022: Recording

    April 28, 2022:

    Recording

    YouTube

     

    TBA

     

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