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Acquisitions Infrastructure: Funds, Rollover, Vendors

Updated September 26, 2025.

Training Resources

Ex Libris: Implementing Acquisitions in Alma 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

Fiscal Periods and Rollover

Fiscal Period Rollover

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

May 23, 2024 Technical Services Q&A, Annual Acquisitions Activities

May 23, 2024 Technical Services Q&A, Presentation Slides: PDF / PowerPoint

April 28, 2022 Technical Services Q&A, Timely Acquisitions Topics
April 28, 2022 Technical Services Q&A Slides and Chat

April 14, 2021 Technical Services Q&A Fiscal Period Close
April 14, 2021 Fiscal Period Close Slides and Chat

Ex Libris Documentation on Fiscal Period Close in Alma

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