Acquisitions

Updated March 26, 2026.

Training Resources

Implementing Acquisitions in Alma Ex Libris training series, March 2023 - May 2023.

CARLI TSQA: Implementing Acquisitions in Alma Series (2 webinars: April 26, 2023; May 31, 2023)

Staff Roles

Acquisitions Roles

Purchase Orders

Recommended Purchase Order Line Types
Import Profile for Embedded Order Data

Acquisitions How-Tos and Workflows for Day-to-Day

Roles for Acquisitions
PO Line Templates in Alma Acquisitions
Import Profile for Embedded Order Data
Working with Invoices
One Time Ordering Steps (Monographs)
Creating Orders for Services and Memberships
Deleting Acquisitions Data

Library-Specific Practices

Answering the oft-asked question, "What do other libraries do?"

"Cracking the Code on Acquisitions: Transitions from Voyager to Alma." Describes acquisitions work around reporting codes at the University of Illinois at Chicago.

Vendor-Specific Practices

GOBI Library Solutions

Fiscal Periods and Rollover

Fiscal Period Rollover

Setting up a Grace Period on your Ledgers and Funds in Alma

Ex Libris Documentation on Fiscal Period Close in Alma

Fiscal Period Rollover Webinars

May 2024

May 23, 2024 Annual Acquisitions Activities, webinar recording

May 23, 2024 Annual Acquisitions Activities, presentation slides (PowerPoint)

April 2022

April 28, 2022 Timely Acquisitions Topic, webinar recording 

April 28, 2022 Timely Acquisitions Topics, presentation slides (PowerPoint)

April 28, 2022 Timely Acquisitions Topics, chat log (Word document)