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YUL Collection Management: CD & Acquisitions Calendar

FY25 - CD & Acquisitions Calendar

Rolling/Weekly

Selectors review the Voyager fund reports to ensure that more restricted funds are spent before less restricted funds are spent. Direct questions about permitted uses of funds to Amauri Serrano.
Selectors review the Voyager fund reports to ensure that spending aligns with spending targets.

Quarterly

Head of Collection Strategy meets with directors and collection managers in Arts, AS&H, Music, and Marx to review Voyager fund reports.

Documentation:

FY25 - Important CD and Acquistions Dates

Responsible group	Milestone	FY25 Date	FY24 Date
Selectors	Last day to place end of calendar year discount orders for a new vendor - international	Nov 11	Dec 1
Selectors	Last day to place end of calendar year discount orders for a new vendor - domestic	Nov 22	Dec 1
Selectors	Last day to place end of calendar year discount orders for a existing vendor - any	Dec 6	Dec 8
Selectors	Spending Target: all funds 75% committed and 60% expended	Jan 15	Feb 15
Selectors	Begin actively reviewing Open PO reports and working with TS on outstanding invoices	Feb 3	March 1
TS	Sends final EOY shipping notices to approval vendors	March 21	April 12
Selectors	Last day to submit e-resource orders for new vendors to allow for vendor set-up and license review	April 4	May 10
Selectors	Last day to submit e-resource orders for existing vendors	April 11	May 17
Vendors	Last day for approval vendors to ship	April 18	May 10
TS	Last day to create orders in Voyager for all vendors (excluding rush materials)	April 25	June 7
Selectors	Spending Target: all funds 100% committed and 90% expended	April 25	May 15
Selectors	Last day to submit invoices to TS for processing	April 29	June 11
Selectors	Last day to place orders for rush requests/reserves with Amazon or GOBI	May 1	June 13
TS	Last day to receive orders in Voyager	May 2	June 14
TS	Last day to submit invoices to the Library Business Office	May 2	June 14
LBO	Last day to approve invoices	May 5	June 18
LIT/TS	Voyager Acquisitions moves to Read-only mode. Production run of fiscal year rollover process begins	May 12	June 21
LIT/TS/CD	Final review and sign-offs for fiscal year close process	May 16	July 2