Configuring Acquisitions Options & Workflows

Before you can fully understanding how to set up your Acq workflows in Alma, it helps to know the configuration options.  Most of these options are mentioned in the various Acquisitions documentation and training videos on the Ex Libris Knowledge Center.  This page is an attempt to pull them together under one roof.

 First, get a sense of the overall workflow options via the following:

The basics (all from Ex Libris Knowledge Center):

• Intro to Acquisitions (doc) 
• 01 Acquisitions Conceptual Background (video)
• 02 Purchasing Workflows (video)
• 03 Receiving and Activation Workflows(video)
• 04 Invoicing Workflows (video)

More specifics: 

• Order-Acquire-Disseminate (Mallory DeBartolo's workflow doc)
• Purchasing Workflow 
• Invoicing Workflow
• Renewal Workflow 

Also, see:

• Deferring PO Lines Workflow 
• Evaluation (trial) Workflow 

 Once you understand how things can work, you need to configure your Acq functions to match your workflow choices.  Even though you will configure for migration, most of the Acq config choices are changeable after go live if they don't perform how you like.  

Configuration homework:

• Intro to Alma Configuration (11 min, basic video)
• Acq Configuration (5 min video)
• Configuring Acq Activities (doc)
• Sarina's Acq Config suggestions (wiki)