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ALEPH end of year close instructions  

Last Updated: May 21, 2014 URL: http://law.umaryland.libguides.com/content.php?pid=598303 Print Guide RSS Updates
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Instructions

The end of fiscal year close is generally done at the end of June or the beginning of July.

An email is received from the library systems office at UMCP requesting a date for the closing.  All staff on the USMAI acquisitions list are notified via email.

Reply to the email selecting a date that is convenient for staff in acquisitions (technical services)

Note:  when the end of year closing procedure is run, no acquisitions or serials activity can be performed.

The email will have a link to a form that should be completed and submitted, indicating the preferred date.

 

 

Filling out the Form

ALEPH Year End Closeout Survey Form

 

for a link to the form: https://libumd.wufoo.com/forms/aleph-year-end-closeout-survey-form/ - do not need to use the form - this is just for informational purposes

 

 

Filling out the Form, part 2

The responses are:

Aleph Year End Closeout for *       add fiscal year

Campus                                          UMLL

Budget Type                                    XXREG; XXGIF

Create Initial Allocation                   No

Renew M Order Encumbrances     Yes

Renew S Order Encumbrances      Yes

Renew O Order Encumbrances      Yes

Create Carry-over Transactions     No

Transfer Negative Balance             No

Preferred Rollover Date                  enter date when program should be run

Email                                               enter email address of staff member completing the form

 

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