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Acquisitions Short Course (Feb/March 2019)

Getting Started on Acquisitions. Originally presented as the Acquisitions Short Course in Spring 2019.

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.

Homework:

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

Relevant Readings: