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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.


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

Relevant Readings: