Acquisitions and Serials Quick Start Guide

This guide is designed as a launch point for common workflows related to Acquisitions tasks. If you cannot find needed information elsewhere on the Alma section of the LTS Staff Documentation wiki or if you need additional assistance with Alma, please submit an Alma Support Ticket.

Vendors

• • Vendor and Vendor Account Records
  • Vendors: Searching & Navigation

Funds

• • Funds and Ledgers
  • Funds: Searching & Navigation

Creating an Order

Physical One-time

• • One-Time Orders for Physical Items

Physical Continuous: Serial Subscription

• • Creating a Print Journal Subscription or Physical Subscription Order

Physical Continuous: Standing order

• • Standing Orders - Overview
  • Physical Standing Order Non-Monograph - Standing Order Creation
  • Physical Standing Order Monograph and Print book - Standing Order Creation

Electronic One time

• • Ordering and activation of One-Time eBooks via GOBI
    

Electronic Subscription

• • Ordering E-journals - video

Receiving a Physical order

One-time

• • Receiving a One-Time Order

Continuous: Journal subscription

• • Receiving a Continuous Order: Print Journal or Physical Subscription

Continuous: Standing orders

• • Receiving a Continuous Order: Standing orders

Work Orders and Post-Receiving Processing

• • Work Orders and Post-Receiving Processing

Activating an Electronic Title

One-time

• • Ordering and activation of One-Time eBooks via GOBI

Continuous

• • Activating E-journals - video

Invoices

• • Invoices - Overview

  • Creating and Editing an Invoice

  • Create an Invoice from an Excel File

Order Maintenance (Closing orders, claiming, relinking, etc.)

• • Order Maintenance

Rush Orders

• Rush Orders (Patron Requests)