I-ShareAcquisitions
Updated December 22, 2025.
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
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
Vendor-Specific Practices
Fiscal Periods and 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)
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