Acquisitions Presentations

COUNTER and SUSHI

• What is COUNTER and what is SUSHI.pptx
• How to create and test a COUNTER Release 5 SUSHI Account.pptx
• How to schedule and monitor COUNTER SUSHI harvesting.pptx

Invoicing

• How to add a VAT (value added tax) percent to invoices and invoice lines.pptx
• How to pay Use Tax (Reporting Tax) to a governmental vendor when paying invoice.pptx
• Invoicing - How to install and use the Invoice Line Tax Calculator cloud app

Infrastructure

• Vendors.pptx
• Funds and Ledgers.pptx
• Licenses and Amendments.pptx

General

• How to batch create POLs for portfolios in an electronic collection using an import profile.pptx
• eod two records.xml
• How to order and receive and invoice a physical item from copy cataloging.pptx
• How to use acquisitions units to acquire for and receive for specific libraries.pptx
• How to create an invoice to enter a credit or an additional charge for a closed or open order.pptx
• How to unreceive an item received from a POL.pptx
• How to receive multiple PO Lines in batch.pptx
• How to use an acquisitions work order when receiving an ordered item.pptx
• How to resend an order to the vendor.pptx
• How to move newly arrived items to a temporary location New Books Display.pptx
• How to get a list of all Alma vendors without linked orders.docx
• Fiscal Period Closure.pptx
• The New Unified PO Line Task List.pptx
• Hyperlink invoice number in POL to invoice (NERS 7049).pptx
• Accrual Accounting in Alma
• How to order a second copy of an e-book (suggested method)
• Ability to add or replace funds for multiple invoice lines
• Link to items from Claims Task List
• PO Line number and title Included in subject of claim letter
• Evaluations and Trials and Alma.pptx
• Adding a controlled vocabulary for local license terms
• Creating multiple invoices with multiple invoice lines via an Excel file
• Explanation of the Change Bibliographic Reference link for POLs
• Explanation of the Relink POL option
• How to configure a PO Line Cancellation Reason and report on it in Alma Analytics
• How to handle one order to a vendor for both physical and electronic material and link them together
• Standing Orders in Alma
• The POL Interested User and Hold Item functionality
• The shelf-ready process
• Licenses and e-resources in the consortial environment
• Importing ONIX-PL Licenses
• Sample ONIX-PL License
• Technicalities Vol 41 Num 2 Mar Apr 2021 see page 17.pdf (see page 17 for the article "Changing Priorities: Trends in Physical and Electronic Resource Usage in U.S. Academic Libraries"
• Technicalities Vol 41 Num 2 Mar Apr 2021 page 17 to 20.pdf
• Traditional Chinese Version of article "Changing Priorities: Trends in Physical and Electronic Resource Usage in U.S. Academic Libraries"

Purchase Requests

• How to determine the value of LDR pos. 17 when a brief record is created from a purchase request.docx
• Purchase Requests in Alma.pptx
• Purchase Requests Specific Functionalities.pptx

DDA

• Patron Driven Acquisitions (PDA) Demand Driven Acquisitions (DDA).pptx
• Print DDA.pptx

RTO Real Time Ordering

• Alma Check Availability and Pricing with OASIS.pptx
• Alma Real-Time Ordering (RTO) integration with OASIS platform.pptx
• Ordering an eBook from OASIS using the Real Time Ordering (RTO).docx

EDI

• How to add a vendor account in the invoice created from an EDI file.docx
• How to make the Use pro rata always be unchecked for invoices created via EDI.docx
• ProQuest Ebook Central and Alma - EDI and EOD workflow

Integration with financial system

• Integrating Alma with a financial system to export import and pay invoices.pptx
• Integrating Purchase Orders with the ERP number for approval.docx 
• How to change invoices to status Sent to ERP without using the Export to ERP job.docx
• Exported invoice:  8309358310000121-1764762880459.xml
• Imported invoice approval: 8309358310000121-1764762880459-import-approval.xml
• How to Synchronize Fund Information from a Financial System to Alma Using an Excel Spreadsheet via the Funds Allocation Loader.docx
• Fund Allocation Loader.xlsx
• Two invoices exported and the same two invoices imported for payment, one with APPROVED and one with REJECTED:
  • Two Invoices - Export XML.xml
  • Two Invoices - Payment XML.xml

The account discount percent for manual and API POL creation

• The account discount percent for manual and API POL creation.docx
• 1 PO Line with correlation between the price and discount with the fund distribution.xml
• 2 PO Line with a 10 percent discount and no amount in the fund distribution.xml
• 3 PO Line with no correlation between the price and discount with the fund distribution.xml
• Sample New POL xml file.xml
• Sample New POL xml file explanation.txt

Scenarios for acquisitions in consortia

• Scenarios for acquisitions in consortia - High Level Explanation.pptx
• Scenario 1 - Acquisitions of E-Resources done entirely in the network zone.pptx
• Scenario 2 - Negotiation type license in network zone and POLs in member institutions.pptx
• Scenario 3 - Shared licenses from network zone and POLs in member institutions.pptx

• Creating an acquisitions POL for Network Zone Consortia.pptx