LibGuides: ALMA/Primo Training: Acquisitions

Acquisitions Learning Objectives

Millennium equivalent

Acquisitions

Gain a basic understanding of Alma Acquisitions
Ability to create a new fund
Ability to create a new vendor
Ability to search for POL

Acquisitions Basics

ALMA 201: Funds and Ledgers

Begin by viewing a brief overview of Acquisitions video.

Learn more about the Purchasing Workflow by watching the additional videos below:

ALMA 202: Vendors
02 Purchasing Workflows
more...less...
Purchasing Workflow: 1. Locate the Bib record 2. Create P.O. Line 3. Review PO Line 4. Package into PO 5. PO sent
03 Receiving and Activation
04 Invoicing Workflows
Fiscal Close

Workflow Documentation

Acquisitions contains the following workflows/sections:

Purchasing
This is when the PO (Purchase Order) is created.
Invoicing
Invoice created, moved to awaiting payment stage, PO lines associated with the invoice are closed if they are received/activated and the invoice is closed. If the PO line’s items are not yet received/activated, they remain open.
Renewals
If PO is set to "automatic" then it is moved to renewal cycle, if the PO is set to "manual" it will appear in the Renewal task list.
Deferring PO Lines
Deferring a PO line enables you to save the order for a later time.
Evaluations
Option to create a Trail Evaluation form for new Databases. See E-resources tab for more info.
Import Processing
PO Line Sets and Processes
Learn how to:
Creating PO Line Sets
Performing Global Changes on PO Line Sets
Acquisitions Infrastructure
Managing: Vendors, Funds, Ledgers, Licenses.
Advanced Tools
Fiscal close, etc.
Configuring Acquisitions
CSUN training documentation (created by Lauren Magnuson)
Managing Combined Print and Electronic Subscriptions
Configuring Acquistions

Simple Practice Tasks

Test Your Knowledge!

1. Create a vendor record

    PATH: Acquisitions--Acquisitions Infrastructure--Vendors

2. Create a fund

    PATH: Acquisitions--Acquisitions Config--General--Fund Types--Create a new order table row

3. Search for POL Number 110

      PATH: Search drop down menu--select POL search--enter POL number

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Need a log in? Contact Mark Braden: mbraden@calstatela.edu

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University Library

ALMA/Primo Training: Acquisitions

Acquisitions Learning Objectives

Acquisitions Basics

Workflow Documentation

Simple Practice Tasks