Acquisitions Refresh
Let’s See What It’s All About
koha-US Annual Conference 2026
Introductions
Collection Development & Technical Services Manager at Round Rock Public Library
Vice President of Strategic Partnerships at ByWater Solutions
Acq Refresh Committee
Acquisitions Refresh
Rebuilding the foundation of library selecting, ordering, and financial management.
Why the Redesign?
Modernizing workflows to better serve complex consortial needs, eliminate manual workarounds, and introduce robust purchasing capabilities.
Two Core Tracks
A multi-year phased rollout rebuilding the core system with modular components, while maintaining "Classic Acquisitions" to ensure total operational continuity.
Key Objectives
Transitioning to standardized terminology, introducing dedicated ledgers and funds, splitting receipting from invoicing, and deploying widget-based dashboard.
Important Links
Access the development sandbox, track issues, and view source code.
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Issue Tracker
Report bugs, track progress, and view ongoing development tasks.
Financial Architecture
Understanding the core relationships between fiscal periods, ledgers, and funds.
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Fiscal Periods
The time period a library uses to manage its finances, e.g. April 1 to March 31. You can have as many as you need, including concurrent ones.
account_balance
Ledgers
A collection of funds, either summary or allocated. Ledgers have a fiscal period. Each fund record is assigned to only one ledger.
payments
Funds
A fiscal entity used to track transactions against or functions within a ledger. Funds are associated with only one ledger.
Fiscal Periods
The time period a library uses to manage its finances, example July 1, 2026 - June 30, 2027. You can have as many as you need, including concurrent ones.
Ledgers
A collection of funds, either summary funds or allocated funds. Ledgers have a fiscal period (they are relevant for a certain period of time, such as a fiscal year) Each fund record is assigned to only one ledger.
Funds
A fiscal entity used to track transactions against or functions within a ledger. Funds are associated with only one ledger.
Managing Ledgers & Funds
Increase or decrease amounts
Transfer amounts
Currencies
NEW vs. OLD
Moving into Acquisitions from Administration
What are we excited about?
Fund Distribution
Widgets
Acquisitions SIG
Meetings: 3rd Tuesday of the month @ 9:00 am PT / 10:00 am MT / 11:00 am CT / Noon ET
Group leader: Rhonda Kuiper
Questions
Collection Development & Technical Services Manager at Round Rock Public Library
rkuiper@roundrocktexas.gov
Vice President of Strategic Partnerships at ByWater Solutions
jzairo@bywatersolutions.com