9-2 SharePoint storage folders

Purpose: Overview of digital forms, spreadsheets, reports, etc. stored in our SharePoint folder > UM-FL-Acquisitions

  • Acquisitions statistics (monographs and gifts)
  • Baker & Taylor leased documents
    • Renewal invoices
    • Yearly returns
    • Quota status reports
    • Monthly selection lists
    • Monthly order receipts
  • Deposit account documents and spreadsheets
    • Gobi statements (monthly)
    • Kanopy receipts
    • Coutts deposit account statements (ended 12/2020)
  • Fiscal year documents
  • Forms and templates
    • Flags
    • Gift plate masters
    • blank IRS forms
    • UMaine tax exempt certificate and W9
    • blank notify slips, no order cards, order record slips, purchase order form, blank IDO form, Mainestreet void form, monthly stats form
    • blank UMaine letterhead
  • Interface-related files:
    • Fund Activity reports
    • Voucher load files (library-umumammddyy)
    • Weekly Query reports
    • Interface staff schedule
    • Staff contacts
  • New Acquisitions reports
  • Order invoices and Receipts
    • Invoices
      • Coutts/Proquest invoices
      • General Acquisitions invoices
      • Gobi Invoices for Acquisitions and Serials
    • Receipts for Pcard, Amazon, Complete Books purchases
  • Posting reports
  • Canadian NRC grant purchase records (ra61)
  • Restricted accounts information
  • Weekly Budget Reports