Acquisitions

Search Acquisitions Pages

• Alma Acquisitions - General topics & references
  • Overview of Alma Acquisitions Workflow
  • ☆ Flowcharts of POL lifecyles
  • Acquisitions-Focused Navigation & Customizations
  • Orders - PO Lines and POs
    • Pre-Order Searching
    • Importing a bib from an external source and Stub bib creation
    • Purchase Orders, Lines and Owners
    • POL Statuses
    • Active PO Line Types
    • Rush Orders (Patron Requests)
    • Packaging and Sending a Purchase Order
    • PO Line Templates
      • List of Fields Saved in a POL Template
    • Reviewing Purchase Order Lines and Purchase Orders
  • Alma dataload services: orders, invoices, and update inventory
    • EDI Order Code - Correct & Incorrect Examples
  • Funds and Ledgers
    • FY19 Funds and Ledger Structures
    • Funds: Searching & Navigation
  • Invoices
    • Invoices - Overview
    • Creating and Editing an Invoice
    • Create an Invoice from an Excel File
    • Creating Invoices via API
  • Vendors
    • Vendor and Vendor Account Records
    • Selecting the correct vendor account
    • Vendors: Searching & Navigation
  • Alma Receiving Department Concept
  • Work Orders and Post-Receiving Processing
  • Item Records - Creation and Duplication Differences Between Receiving List and List of Items
• Continuous Orders
  • Ordering and Activating an eJournal Subscription
  • Creating a Print + Electronic Subscription Order
  • Creating a Print Journal Subscription or Physical Subscription Order
  • Standing Orders - Overview
  • Creating Prediction Patterns
  • Physical Standing Order Monograph and Print book - Standing Order Creation
  • Physical Standing Order Non-Monograph - Standing Order Creation
  • Receiving a Continuous Order: Print Journal or Physical Subscription
  • Receiving a Continuous Order: Standing orders
  • Ordering E-journals - video
  • Activating E-journals - video
  • Print, Electronic, ELP Journal Orders – What to Do When Migration Went Wrong
• One-Time Orders
  • Creating an order via an Item search in Amazon
  • Creating an order for additional copy/copies of an e-book ordered via GOBI
  • One-Time Orders for Physical Items
  • Ordering and activation of One-Time eBooks via GOBI
    • What to do if the link you get when Testing Access Does Not Work
    • Ordering and activation of One-Time eBooks via GOBI - Video
  • Receiving a One-Time Order
• Order Maintenance
  • Binding (Merging) items - Alma
  • Changing a PO Line's Bibliographic Reference - Alma
  • Changing Vendors in a PO Line
  • Claiming (One-Time / Continuous)
  • Closing, Cancelling, Reopening and Deleting PO Lines
  • Relinking a PO Line to a Different Bibliographic Record
  • Deferring PO Lines
  • Adding and Removing PO Line Links to Items and Holdings
• Reporting Codes : options and explanations

Moving a PO Line from a Portfolio Created During Aleph Migration to a CZ Portfolio