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LSP (Alma) Migration Archive

Context and history of the migration to Alma/Primo VE, 2018 - 2020

Course Overview

The Alma Acquisitions Training course was taught in February and March of 2019
by Maggie McGee (Oneonta) and Alana Nuth (Geneseo).

Module 1

Session 1: Budget and Fund Structure

This training session outlined the process of creating ledger(s), summary fund(s), and allocated fund(s) in Alma. Trainers share example budget structures.

Session 2: Budget and Fund Structure, Continued

This session was a follow-up training to the first session. Topics included allocating and transferring funds as well as basic analytics.


Attendees of the live training were asked to document the fund structure they planned to use in Alma.

Relevant Readings:



Module 2

Session 3: Vendors

This session covered the creation and editing of vendor records.


Attendees of the live session were asked to create a spreadsheet with three to five vendors, and then create vendor records for these vendors in Alma.

Relevant Readings:


Session 4: Purchase Orders and Purchase Order Lines

This session presented the process to create and edit purchase order lines for a print book and an electronic collection.

Module 3

Session 5: Workflows, Additional Configurations, and Analytics

Session 5 outlined different workflow processes for acquisitions, trainers presented different configuration options in Alma and relevant Analytics functionality.

Session 6: Physical Material Ordering: Monographs, Serials, and Gifts

Session 6 presented the process to place orders for print books, print serials, and gifts, and receive these items.


Attendees of the live session were asked to create a purchase order and place an order for a print book and print serial.

Relevant Readings:


Module 4

Session 7: Electronic Material Ordering: Databases and Electronic Collections

This session covered the process to create purchase orders and order electronic materials as one-time purchases and subscriptions. The session also included the process to create and edit invoices, basic configurations for invoicing, and basic activation for aggregator packages.

Session 8: Standing Orders

The final session of the series presented the process of ordering and managing standing orders.