1 Day Training Outline for Staff New to Aleph

Acquisitions

1. The Interface, Navigation, and Searching
2. Monograph Orders
3. Items
4. Receiving
5. Invoicing
6. Budgets
7. Vendors

General

1. EDI Ordering, Invoicing, and Claiming
2. Year end close-out
3. Overnight reports
4. Data cleanup since as vendor flipping, subscription and item deletion, material type change, etc.
5. User permissions: regular vs. proxy users
6. Available reports

Serials

1. Subscriptions
2. Patterns
3. Items
4. Check-in
5. Holdings
6. Claiming
7. Cancellations and Cessations

Resources

• USMAI Resources on Acquisitions Serials (Cheats are here): http://usmai.umd.edu/seracq/
• USMAI Permission Information is here: http://usmai.umd.edu/pass/Forms/index.html
• USMAI Acquisitions/Serials Task Group Web Page: http://usmai.umd.edu/astg/
• Ex Libris Documentation Center: http://docs.exlibrisgroup.com/docportal/logon.php

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Content questions should be directed to Yalan Qi.