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Next Gen ILS Implementation

This is for FALSC's Alma/Primo VE Implementation Project.

Acquisitions/Serials Working Group

Acquisitions/Serials Working Group and Discussion Group

Proposed Charge

  • To oversee the development of all acquisitions functionality, the conversion of current acquisitions data into the new system and all relevant reports.
  • To oversee all functionality related to serials including check in and pattern records.

Current Working Group Members


Name Title Institution Email Address
Rachel Bomberger EResources Librarian University of South Florida
Christopher Boyd Assistant Librarian, Head of Technical Services Florida Gulf Coast University
Sara Duff Acquisitions & Collections Assesment Librarian University of Central Florida
Ernestine Holmes (co-chair) University Librarian/Head of Acquisitions (Chair) Florida A&M University
Raimonda Margjoni Serials and Project Manager University of Florida
Charles McElroy Serials Librarian Florida State University
Michelle Monteleon Learning Resources Coordinator Hillsborough Community College
Dalvys Perez Green Library Acquisitions Accounting Supervisor Florida International University
Michelle Rezeau (co-chair) Acquisitions / Serials Librarian Eastern Florida State College
Jay Wiese Technical Services Systems Specialist FALSC (Liaison)
Clayton Tucker Library Services Analyst FALSC (Co-Liaison)

Liaisons from other Working Groups

Name Title Institution Email Address
Trenita White Liaison from Systems/Reports WG Santa Fe College
Amanda Yesilbas Liaison from Eresources WG University of South Florida
Liza Campbell Liaison from Training WG University of West Florida
Paul Williford Liaison from Joint Use WG University of West Florida
Courtlann Thomas Liaison from Training WG Polk State College


Meeting Agendas, Minutes, and Recordings

Date Agenda Minutes Recordings
6/23/2020 6/23/2020 Agenda 6/23/2020 Minutes 6/23/2020 Recording
6/30/2020 6/30/2020 Agenda 6/30/2020 Minutes 6/30/2020 Recording
7/07/2020 7/07/2020 Agenda 7/7/2020 Minutes 7/7/2020 Recording
7/14/2020 7/14/2020 Agenda 7/14/2020 Minutes 7/14/2020 Recording
7/21/2020 7/21/2020 Agenda 7/21/2020 Minutes 7/21/2020 Recording 
7/28/2020 7/28/2020 Agenda 7/28/2020 Minutes 7/28/2020 Recording
8/4/2020 8/4/2020 Agenda 8/4/2020 Minutes 8/4/2020 Recording
8/11/2020 8/11/2020 Agenda 8/11/2020 Minutes 8/11/2020 Recording
8/18/2020 8/18/2020 Agenda 8/18/2020 Minutes 8/18/2020 Recording
8/25/2020 8/25/2020 Agenda 8/25/2020 Minutes 8/25/2020 Recording
9/1/2020 9/1/2020 Agenda 9/1/2020 Minutes 9/1/2020 Recording
9/8/2020 9/8/2020 Agenda 9/8/2020 Minutes 9/8/2020 Recording
9/15/202 9/15/2020 Agenda 9/15/2020 Minutes 9/15/2020 Recording
9/22/2020 9/22/2020 Agenda 9/22/2020 Minutes 9/22/2020 Recording
9/29/2020 9/29/2020 Agenda 9/29/2020 Minutes 9/29/2020 Recording
10/06/2020 10/06/2020 Agenda 10/06/2020 Minutes 10/06/2020 Recording
10/13/2020 10/13/2020 Agenda 10/13/2020 Minutes 10/13/2020 Recording
10/20/2020 10/20/2020 Agenda 10/20/2020 Minutes 10/20/2020 Recording
10/27/2020 10/27/2020 Agenda 10/27/2020 Minutes 10/27/2020 Recording
11/3/2020 11/3/2020 Agenda 11/3/2020 Minutes 11/3/2020 Recording
11/17/2020 11/17/2020 Agenda 11/17/2020 Minutes 11/17/2020 Recording

12/8/2020 Agenda

12/8/2020 Minutes 12/2/2020 Recording
1/5/2021 1/5/2021 Agenda 1/5/2021 Minutes 1/5/2021 Recording
1/12/2021 1/12/2021 Agenda 1/12/2021 Minutes 1/12/2021 Recording
1/26/2021 1/26/2021 Agenda 1/26/2021 Minutes 1/26/2021 Recording
2/2/2021 2/2/2021 Agenda 2/2/2021 Minutes 2/2/2021 Recording
2/16/2021 2/16/2021 Agenda 2/16/2021 Minutes 2/16/2021 Recording
2/23/2021 2/23/2021 Agenda 2/23/2021 Minutes 2/23/2021 Recording
3/9/2021 3/9/2021 Agenda 3/9/2021 Minutes 3/9/2021 Recording
3/16/2021 3/16/2021 Agenda 3/16/2021 Minutes 3/16/2021 Recording
3/23/2021 3/23/2021 Agenda 3/23/2021 Minutes

3/23/2021 Recording

3/30/2021 3/30/2021 Agenda 3/30/2021 Minutes n/a--recording not saved in Teams
4/6/2021 4/6/2021 Agenda 4/6/2021 Minutes 4/6/2021 Recording (acq departments & roles demo) 
4/13/2021 4/13/2021 Agenda 4/13/2021 Minutes 4/12/2021 Recording
4/20/2021 4/20/2021 Agenda 4/20/2021 Minutes 4/20/2021 Recording
4/27/2021 4/27/2021 Agenda 4/27/2021 Minutes 4/27/2021 Recording
5/4/2021 5/4/2021 Agenda 5/4/2021 Minutes 5/4/2021 Recording
5/11/2021 5/11/2021 Agenda  
n/a--recording not saved in Teams
5/18/2021 5/18/2021 Agenda    


Resources and Relevant Websites

Updating vendor EDI information in Alma


Simplified acquisitions in Alma (Ex Libris webinar 2021-04-15)

Alma Acquisitions Workflows Videos (Ex Libris)

Alma best practices for Acquisitions (Ex Libris)


Alma acquisitions data review procedure (Ex Libris; Adobe PDF)

Alma acquisitions data review checklist (based on Ex Libris presentation made on 09/08/2020)

Alma Acquisitions migration stats testload--acquisitions migration errors & fixes (read-only) 

Aleph-->Alma Acquisitions Configuration form guide for FLVC institutions

Aleph-->Alma Acquisitions Migration form guide for FLVC institutions


SUNY Alma Acquisitions LibGuide 

Alma Functionality testing: Acquisitions Checklist

Alma functionality testing: Serials Checklist

Alma functionality testing: Ex Libris hands-on exercises (acquisitions)

Alma serials enumeration issues (inconsistent item description may cause inconsistent sorting in Alma)

Alma configuration form sample

Alma configuration form guide (Adobe PDF)

Alma configuration form video

Getting to Know Alma (Videos & handouts--Ex Libris--especially please see Acquisitions section)

Alma Essentials ( Training Sessions for Topics in the Alma System )

Alma and Primo VE FAQ (Ex Libris)

Alma Glossary (Ex Libris)

Aleph to Alma migration guide: Acquisitions (ExLibris)

Alma FAQ: Acquisitions (Ex Libris)

Alma Aquisitions LibGuide (Ex Libris)

Alma FAQ: Print Serials (Ex Libris)


Integration with institution's finance system (YouTube video, 4:11--ExLibris) 

EDI orders & invoices (YouTube video, 4:56--Ex Libris)

Embedded order data files [EOD import/EOCR/acqorder] (YouTube video, 4:10--Ex Libris)

ASWG Reports to Members Council on Library Services (MCLS):




Acquisitions/Serials Discussion Group

The Acquisitions/Serials Discussion Group is open to all library staff interested in the assisting in the development of all acquisitions related activities and serials functionality within the Alma/Primo VE Implementation Project. A discussion list has been set up to allow the Acquisitions/Serials Working Group to share their work on this issue and allow for open discussion.

To join the Acquisitions/Serials Discussion List,

  1. Go to A form should appear.
  2. Enter your name and email address into the form.
  3. Click on Subscribe.
  4. You should receive an email message welcoming you to the list. Within that email, there should be a confirmation link. Click on the link to complete the process.

If you have problems subscribing to the list, please contact the FLVC Helpdesk at