Technical Services Q&A: Annual Acquisitions Activities

Rollover, serials renewals, end-of-year receiving: Unlike most routine acquisitions tasks, some of the tasks with the broadest reach take place only once each year. The details of annual practices may have less of a place in our memories than other routine work. Revisiting the goals and overall practices may be useful in refreshing those memories.

At this month's Technical Services Q&A, CARLI staff will share instructions on processes and best practices for the annual fiscal period rollover of ledgers and orders. Aspects considered will include purchase order line clean-up and attention to serials order renewal dates. CARLI welcomes the practical experience and input of library staff as well.

The CARLI Technical Services Q&A Webinar Series offers an opportunity to gather with CARLI staff and your technical services colleagues across the consortium to discuss technical services topics. Topics will frequently focus on Alma issues ranging from acquisitions and cataloging workflows for physical resources to electronic resources management. Sessions may include how-to presentations, discussions of consortial practices, and opportunities for everyone to ask and answer questions on different issues. Each session is recorded and archived.

Use the Register tab on this page to attend. Zoom connection details will be sent to registrants after registration has closed on May 21 at noon.