Music Intro: A light, upbeat melody, following the "mid chord, high chord, low chord" structure.

Speaker: Welcome to an overview of FED-LINK's Serials Subscription Services. If you would like to skip ahead or review a specific topic, select the link on the left of the screen to go to the topic of choice. To enable Closed Captioning, simply select the "CC" button located in the playbar at the bottom of the screen.

On-Screen Text: The top of the slide displays the "FED-LINK Library of Congress" logo, with "FED-LINK" in large, bold, black text, and "Library of Congress" in smaller orange text beneath it. Below the logo, centered on the slide, it reads "Serials Subscription Services" in bold black text and "Assisted Acquisition Series" in regular black text. Two blue text boxes are positioned horizontally across the lower portion of the slide. The left text box reads, "You can navigate through the course by selecting the forward and back buttons on the playbar below." The right text box states, "Selectable hyperlinks," with an icon of a hand pointing, "are available throughout the course. All links will also be provided on the 'Questions' slide at the end of the video."

Additional Information: The right side of the slide prominently features a decorative panel with metallic ornate patterns, which adds a classic, formal aesthetic to the presentation. The background is a subtle gray and white design that maintains a professional tone.

Music: none.

Speaker: FED-LINK, or the Federal Library and Information Network, is a division of the Library of Congress, and brings together the resources and facilities of the federal information community, serving as a purchasing, training, and resource sharing consortium. What does that mean for you? FED-LINK offers assisted acquisitions for a variety of information products and services. FED-LINK is not just about saving money. It’s about a seamless, smarter, and simplified acquisition process. By using FED-LINK, you can rely on our 50 years of experience in purchasing and managing library services and benefit from the buying power of a consortium of federal agencies. Not only will you avoid the high costs of individual orders but gain access to negotiated discounts. Plus, you’ll get expert advice and support from FED-LINK’s experienced acquisition librarians and contract professionals who have your library mission in mind. Today’s video will focus on acquiring serials subscription services through FED-LINK. We'll talk about your requirements, key timelines and deadlines, and tips for success.

On-Screen Text: The top of the slide reads, "What is FED-LINK and how can it help?" in bold, black text. Below it, in regular font, it states, "FED-LINK brings together:" followed by a series of orange rectangular boxes aligned vertically, each containing a specific item. These items are "Purchasing," "Training," "Resource sharing," "Negotiated discounts," and "Experienced professionals". On the right side of the slide, there is a blue circular label that says "Pro Tip." Below it, a blue text box reads, "FED-LINK not only saves you time and money, but also provides a smarter approach to purchasing and managing the services you need." Further down, the box also states, "For additional information about FED-LINK, visit the Library of Congress Authority and Eligibility for FED-LINK Program page," with "Authority and Eligibility" highlighted as a hyperlink. The next line is another hyperlink, that states "8 Great Reasons to Use FED-LINK."

Authority and Eligibility

8 Great Reasons to Use FED-LINK.

Additional Information: The right half of the slide prominently features an image of an elaborately decorated cathedral-like interior, showcasing detailed marble columns and an ornate painted ceiling.

Music: none.

Speaker: Serials include any publication issued in successive parts, updated on a regular or irregular basis and intended to continue indefinitely, such as newspapers, magazines, or professional journals in print and digital formats. FED-LINK serials contracts do not include databases, books, tokens, or demand-driven acquisitions. Let’s learn more about how to acquire these services.

On-Screen Text: The top of the slide reads "Serials Subscriptions" in bold, black text. Below this title, there is an explanation in regular font that states, "Include print and online subscriptions to regularly published materials, such as:" On the right side, in bold black text, it reads, "Do NOT include:" which contrasts with the inclusion section. Underneath the text are two orange-outlined boxes positioned side by side. The box on the left lists items that are included under serials subscriptions, which are "Newspapers," "Magazines," and "Other professional publications." The box on the right lists items that are not included under serials subscriptions, which are "Databases," "Books," "Tokens," and "Demand-driven acquisitions."

Music: none.

Speaker: FED-LINK offers Serials Subscription Services through its Transfer Pay model. This collaborative journey begins when your agency signs an Interagency Agreement, (or IAA), with FED-LINK. Once we’ve collected your requirements, we’ll work with you and the vendors to conduct the competitions, start services, resolve issues, process invoices, and more. To offer these services, FED-LINK charges an administrative fee that is set for each fiscal year. Registering with FED-LINK is the first step in creating an IAA to access FED-LINK’s vendors. For detailed IAA information, please refer to the Establishing Your Interagency Agreement video available on the FED-LINK website. With an IAA in place, your agency will be ready for a collaborative acquisition.

On-Screen Text: The top of the slide reads "Transfer Pay" in bold, black text. Below it, the text in regular font states, "Serial Subscription Services are available through FED-LINK's Transfer Pay model." Further down, there are two orange-outlined text boxes positioned side by side. The box on the left reads, "Agency signs an interagency agreement (IAA) with FED-LINK and funds the SZ account." The box on the right asks, "Why Transfer Pay?" and provides bullet points listing "Efficiency," "Simplicity," and "Cost savings" as the benefits. Below these two text boxes, there is a blue text box with a "Pro Tip" label at the top. It reads, "Pro Tip: For more information on the IAA process, watch our video on Establishing Your Interagency Agreement," with "Establishing Your Interagency Agreement" highlighted as a hyperlink.

Additional Information: The right side of the slide features an image of a person sorting through stacks of paperwork, with documents clipped together using brightly colored paper clips. The image provides a visual representation of administrative work, suggesting a connection to the interagency agreements discussed on the slide. The overall design features a clean white and light gray background to maintain a professional tone.

Music: upbeat melody with a calypso sound and "pop" tempo.

Speaker: none.

On-Screen Text: The top of the slide features the "FED-LINK Library of Congress" logo, with "FED-LINK" in large, bold black text, and "Library of Congress" in smaller orange text beneath it. Centered below, the slide reads "Ordering Basics" in bold, black text, indicating the main topic of this section.

Additional Information: On the right side of the slide, there is a decorative vertical panel with metallic ornate patterns, adding an elegant touch to the overall aesthetic.

Music: none.

Speaker: To get started, let’s identify what type of Serials Order you need. There are three types: New Competitions, Option Year Renewals, and Micro Purchases. If you’re starting new services, and your order estimate exceeds $10,000, then you’ll need a New Competition. If you've already completed a competition in a previous year and are ready to renew services, an Option Year Renewal is for you. Lastly, a Micro Purchase is a quick and efficient option for placing orders of $10,000 or less. Now that you know what type of order you need, let’s look at the requirements and process for each order type.

On-Screen Text: The top of the slide reads "Three Types of Serials Orders" in bold, black text. Below, three types of serials orders are presented in horizontal segments, each in a light blue box with bold text for the type and corresponding details underneath in a red-bordered box.

• The first section is labeled "New Competition" in bold within a blue box. Below it, the description reads, "Start a new order with an estimated total over $10,000."

• The second section is labeled "Option Year Renewal (most common)" in bold within a blue box. Its description below states, "Completed a competition in a previous year, maintained current order, and ready to exercise next option year."

• The third section is labeled "Micro Purchase" in bold within a blue box. Below it, the text reads, "Annual order with total of $10,000 or less, no competition required."

Additional Information: The right side of the slide features an image of three people in a collaborative work environment, seated around an oval conference table with laptops and paperwork in front of them. One person appears to be speaking, while the other two are listening attentively, creating a sense of team discussion. The background of the slide is light gray and white, giving it a professional and clean look. The blue boxes and red outlines help to clearly separate and highlight each of the types of orders being explained.

Music: none.

Speaker: If you’re starting up services with an estimated value over $10,000, a competition is required. Requirements for new competition include Serials Competition Form and funds. A CPAR is also required if you’ve ordered Serials via FED-LINK before. You’ll begin by submitting all requirements to FED-LINK. Once received, FED-LINK reviews your requirements and works with you to finalize any details. From there, FED-LINK manages the solicitation process, evaluates vendor proposals to determine the best value for your agency, and obtains approvals. FED-LINK then makes the contract award and notifies you and the selected vendor to begin fulfilling your order.

On-Screen Text: The title at the top reads "Completing a New Competition" in bold, black text. Below the title, there is a series of nine steps laid out in a flowchart format with numbered circles and red-bordered boxes. Each step outlines a part of the process for completing a new competition:

1. "Member submits Registration, Competition Form, and CPAR to FED-LINK."

2. "Member & FED-LINK work together to finalize IAA and requirements."

3. "PALT begins and FED-LINK starts work on your order, may contact with questions."

4. "FED-LINK posts the solicitation. Posting lasts for several weeks to allow vendors to respond."

5. "Vendors may submit questions. Please respond quickly to keep things on track."

6. "FED-LINK receives vendor proposals and evaluates to determine best value."

7. "FED-LINK submits evaluation to OGC for review as needed. Responds to questions. OGC approves."

8. "FED-LINK finalizes award documents and obtains vendor signature."

9. "FED-LINK distributes award. Vendor begins fulfilling order."

To the right of the flowchart, there is an additional text box that connects to Box 7 with an arrow, with the following note: "OGC review required if total IGCE for Base + Option Years exceeds $750k. Increases PALT by 30 days."

Additional Information: The flowchart is visually organized with clear red arrows indicating the direction of progression from one step to the next. The arrows ensure the process is easy to follow. The background is a light gray with subtle wave designs to maintain a professional appearance. The use of numbered circles makes it easy to understand the sequence of steps involved in completing the new competition.

Music: none.

Speaker: Let’s talk about the Serials Competition Form, available on our website. Use this form to tell us exactly what you need, including your title list and any related services. In the J.2 Serials Checklist you’ll specify details such as delivery address, number of users, and services, like journal check-in or metadata. In the J.3 Title List, you’ll provide a detailed list of the titles you wish to purchase, including subscription dates, formats, and Independent Government Cost Estimates (IGCEs) for each. Pro tip: You know your agency’s needs better than anybody else so your attention to detail ensures vendors can provide accurate and competitive pricing.

On-Screen Text: The title at the top of the slide reads "Serials Competition Form" in bold, black text. On the right-hand side of the slide, two red-bordered boxes contain information about the purpose and steps for completing the form. The first box, labeled "Purpose," reads: "Defines agency's needs including title list and any related services. Required for new serials competitions only (orders >$10,000)." The second box, labeled "How-to," provides instructions on completing the form. It begins with a hyperlink text, "Complete the spreadsheet, available online, as follows:" Below the hyperlink are the following steps:

• "J.1 Price Summary – Leave this blank."

• "J.2 Serials Checklist – Specify your agency's needs."

• "J.3 Title List – List desired titles with IGCEs."

In the lower left section of the slide, a blue-bordered box labeled "Pro Tip" reads: "You know your agency’s needs better than anybody else, so your attention to detail ensures vendors can provide accurate and competitive pricing."

Additional Information: The left side of the slide features an image of a person working at a desk, writing on documents with a laptop nearby, adding a sense of active planning or administration. The image is slightly blurred, emphasizing the content on the right side of the slide. The overall design maintains a clean and professional look with a light gray background.

Music: none.

Speaker: Once you have a title list, you can organize it into sections. One key distinction is core vs optional titles which helps to prioritize resources and adapt to changing needs. Core Titles are the essential resources that your agency purchases every year, representing the backbone of your collection. These must make up at least 51% of total titles and total cost, and be fully funded. Significant alterations to core titles in renewal years may necessitate a new competition to reassess your needs. Optional Titles offer flexibility and supplementary resources that enhance your collection. These do not require full funding to proceed with an order, and you can opt if and when to purchase them. They can also be adjusted, allowing for responsive procurement decisions.

On-Screen Text: The title at the top of the slide reads "Core vs. Optional Titles (Orders >$10,000)" in bold, black text. The slide is divided into two main sections, each outlined with a red border. On the left, it is titled "Core Titles = Required" in bold, and it provides a list of details:

• "Agency will purchase these every year; key resources."

• "Must be 51% or more of total order."

• "Must be fully funded."

• "Changes are monitored – may result in new competition if requirements have changed."

On the right, the section is titled "Optional Titles = 'Nice to have'" in bold, and it outlines:

• "Agency may opt whether or not to purchase."

• "Can be purchased later if new funds become available."

• "Can be adjusted with less impact to scope."

In between the two red-bordered sections, there is a red circle with the letters "VS" in white, emphasizing the comparison between "Core Titles" and "Optional Titles."

Additional Information: The slide has a clean and professional design with a white and light gray background featuring subtle wave patterns. The red-bordered boxes clearly separate the information into two categories, making it easy to compare the characteristics of core and optional titles. The use of a "VS" circle in the middle emphasizes the distinction between the two options.

Music: none.

Speaker: Contract Line Item Numbers (CLINs) organize your titles by start date and decide which funds may be used. CLIN AA includes Titles that start on or before January 1st of the given fiscal year. You may use prior fiscal year annual funds for CLIN AA titles if two conditions are met:

1. FED-LINK receives the title list when funds are unexpired, and

2. Funding is sufficient to purchase all core titles.

CLIN AB includes titles that start after January 1st of the fiscal year and cannot be paid with prior year annual funds. They require current fiscal year funds or unexpired multi/no-year funds. Pro tip: If using prior fiscal year annual funds, designate all CLIN AB titles as Optional to avoid funding-related delays. When possible, using prior year funds can help to jumpstart your next order. Need help with planning? Contact us at

On-Screen Text: The title at the top of the slide reads "CLIN AA vs CLIN AB Titles" in bold, black text. Below the title, there is a description regular text that states, "Contract Line Item Numbers (CLINs) organize titles by start date and decide which funds may be used." Two red-bordered boxes are presented side by side beneath this description. The left box is titled "CLIN AA" in bold, and it lists the following points:

• "Titles start on or before January 1st.

• May use prior fiscal year annual funds if:

  • FED-LINK receives title list before the funds expire, and

  • There is enough available funding to purchase all core titles."

The right box is titled "CLIN AB" in bold, and it outlines:

• "Titles start after January 1st.

• Must use current fiscal year funds or multi/no-year funds."

Below these boxes, a blue-bordered box labeled "Pro Tip" reads: "If using prior fiscal year annual funds, designate all CLIN AB titles as Optional."

Additional Information: The slide maintains a professional design with a white and light gray background, featuring subtle wave patterns. The two red-bordered boxes help clearly differentiate between the details of CLIN AA and CLIN AB, making it easy for the viewer to understand the distinctions.

Music: none.

Speaker: Towards the end of your subscription period, you’ll want to consider exercising an option year to renew services. At this point, your existing contract may continue without introducing significant changes or recompeting the initial contract. Let's walk through the steps for completing a Serials Option Year Renewal to ensure smooth and uninterrupted access to library resources. Begin by requesting a renewal quote from your vendor. Next, send the quote to FED-LINK along with funding, Option Year Confirmation Form, and CPAR. At this point, FED-LINK reviews your requirements and works with you to finalize the details. Once finalized, FED-LINK performs a scope assessment, prepares all necessary documentation, obtains approvals, and completes the order. Upon completion, FED-LINK notifies you and the vendor, thus allowing the vendor to continue fulfilling your library’s needs.

On-Screen Text: The title at the top of the slide reads "Completing a Serials Option Year Renewal" in bold, black text. Below the title, there are five steps laid out in horizontal, dark red-bordered boxes with white backgrounds, each containing a step in the process of completing a serials option year renewal:

1. "Request a renewal quote from your vendor."

2. "Submit quote, funding, Option Year Confirmation Form, and CPAR to FED-LINK."

3. "FED-LINK reviews requirements and works with member to finalize."

4. "FED-LINK performs scope assessment, prepares documentation, obtains approvals, and completes the order."

5. "FED-LINK notifies member and vendor of completion, and vendor can continue fulfillment of order."

Each step is clearly labeled with a large, bold number within a dark red box, allowing for easy sequential navigation through the renewal process.

Additional Information: The slide design is straightforward with a white and light gray background featuring subtle wave patterns. The dark red-bordered boxes and large step numbers help to differentiate each step and emphasize the importance of following the outlined sequence.

Music: none.

Speaker: Let's explore the streamlined process for completing a Serials Micro Purchase. Requirements for Serials Micro Purchases are a vendor quote and funds. First, request a quote from any of FED-LINK’s serials vendors - no competition is required. It’s a good idea to mention that you’re working with FED-LINK. Vendor information is available online in our Vendor Services Directory. Next, submit your quote and funding to FED-LINK. FED-LINK then reviews all materials, prepares the documentation, completes the order, and notifies you and the vendor. Upon completion, the vendor can begin fulfilling your order. That’s all there is to it!

On-Screen Text: The title at the top reads "Completing a Serials Micro Purchase ($10,000 or less)" in bold, black text. On the right side of the slide, there are four steps outlined in horizontal, dark red-bordered boxes with white backgrounds, detailing the process for completing a serials micro purchase:

1. "Member requests quote from vendor."

2. "Member sends quote and funds to FED-LINK."

3. "FED-LINK reviews and completes order, 45-day PALT."

4. "FED-LINK distributes the completed order, and vendor begins fulfillment."

At the bottom right, there is a hyperlink in blue text that reads: "Visit the Vendor Services Directory for vendor contact information."

Additional Information: The left half of the slide features an image of a library-like setting, with a large wooden table surrounded by several individuals. One person is using a laptop, while others are looking at books, conveying an environment of learning or research. The dark red-bordered boxes clearly list the steps of the micro purchase process, making it easy to follow.

Music: none.

Speaker: Changes happen over the course of an award, and contract modifications are a dynamic tool to adapt your order to meet evolving needs. If you need a modification, simply request a quote from your vendor and send it to FED-LINK. We’ll work with you to ensure changes are within scope and your funds are in place. FED-LINK will then complete the modification and notify you and the vendor. Pro tip: Consolidate and prioritize your modification requests. Since each contract action is processed sequentially with a separate PALT, consolidating requests leads to quicker processing times.

On-Screen Text: The title at the top reads "Contract Modifications" in bold, black text. Below the title, there is a paragraph explaining the purpose of modifications: "Modifications are a dynamic tool to adapt your order to meet evolving needs." It continues with an instruction: "Request a quote from your vendor, and FED-LINK will help to finalize the details." In the lower-left section of the slide, there is a blue-bordered text box labeled "Pro Tip," which reads: "Consolidate and prioritize your modification requests. Since each contract action is processed sequentially, consolidating requests leads to faster results."

Additional Information: The right side of the slide features an image of a person holding documents, suggesting administrative work involving paperwork. The setting is professional, implying the need for careful attention to details in contract modifications.

Music: upbeat melody with a calypso sound and "pop" tempo.

Speaker: none.

On-Screen Text: The title at the top of the slide reads "FED-LINK Library of Congress," with "FED-LINK" in large, bold black text and "Library of Congress" in smaller orange text beneath it. Centered below is the word "Timing" in bold, black text, indicating the main subject of this slide.

Music: none.

Speaker: Understanding the Procurement Action Lead Time, or PALT, is crucial for effective project planning. PALT is the estimated time to complete an order once FED-LINK receives your funding and final requirements. Let’s break down the estimated timelines for different scenarios. For new Serials competitions, the PALT is 120 days for orders over $250,000 and 90 days for orders under $250,000. For Option Year Renewals, the PALT is 30-90 days, based on dollar value and whether or not requirements have changed. If there are no changes, the PALT is expedited to 30 days. For Micro Purchases, the PALT is 45 days. Considering PALT allows you to effectively plan for your order.

On-Screen Text: The title at the top reads "Procurement Action Lead Time (PALT)" in bold, black text. Below the title, a paragraph explains: "Estimated time to process and complete your order, beginning on the date FED-LINK receives full funding and all final requirements." Additionally, there is a hyperlink labeled "View the PALT chart."

On the right side of the slide, three blue-bordered boxes summarize the different lead times for procurement actions:

• New Competitions (>$10,000):

• "Over $250,000 = 120 days"

• "Under $250,000 = 90 days"

• Option Year Renewals:

• "Over $250,000 = 90 days"

• "Under $250,000 with changes in title list = 60 days (most common)"

• "Under $250,000, no changes in title list = 30 days"

• Micro Purchases (≤$10,000):

• "45 days"

Additional Information: The blue-bordered boxes clearly segment the different types of procurement actions, making the information easy to digest.

Music: none.

Speaker: Period of Performance (or “POP”) dates specify when an order or subscription begins and ends. The award POP dates dictate when the order must be renewed, and are noted in Section F of your award document. Title POP dates indicate when a subscription is active. Note these dates carefully. To ensure uninterrupted access to resources, a renewal must be completed before the award POP end date.

On-Screen Text: The title at the top reads "Period of Performance (POP Dates)" in bold, black text. To the right of the slide, a paragraph explains: "POP dates indicate when an order or subscription begins and ends:" followed by bullet points providing further detail:

• "In award document (Section F), specifies when order must be renewed."

• "In title list, designates when a specific subscription is active."

In the lower-right section, a blue-bordered text box labeled "Pro Tip" reads: "To ensure uninterrupted access, a new order or option year must be completed before award POP end date."

Additional Information: On the left side of the slide, there is an image of a modern desk setup featuring a desktop computer with an email application open, a laptop, open books, a keyboard, and other office items. This image suggests a work environment that is focused on planning and managing timelines, which relates to the topic of POP dates. The left side of the slide also features a light blue vertical border, while the background remains a clean white with subtle gray waves, providing a professional tone.

Music: none.

Speaker: The PALT in relation to the POP end date is an essential consideration for planning your procurement process with FED-LINK. The PALT is the minimum time before the POP end date to submit your requirements. This ensures that your order can be completed on time to avoid any gaps in service. For example, if your Option Year ends on December 31st, and the total is under $250,000, the PALT is 60 days. 60 days before December 31st is November 1st. This means that final requirements are due no later than November 1st. If you're using prior year funds, follow the deadlines outlined in the End of Year Bulletin, posted annually by FED-LINK.

On-Screen Text: The title at the top reads "When to Submit Requirements" in bold, black text. Below the title, an introductory paragraph reads: "Consider PALT in relation to award POP end date." The paragraph is followed by two bullet points:

• "PALT = minimum time before POP end date to submit requirements."

• "If using prior year funds, follow deadlines in the FED-LINK Bulletin." "FED-LINK Bulletin" is in blue text and underlined, and is a hyperlink.

  FED-LINK Bulletin

Next, the slide includes the heading "EXAMPLE:" followed by three blue-bordered boxes that illustrate the example scenario:

• First Box: "My agency's Option Year ends on 12/31, and the total is under $250,000. We've made changes to the title list (60-day PALT)."

• Second Box: "60 days before the end date is 11/1."

• Third Box: "Final requirements due no later than 11/1* to ensure sufficient processing time with no interruption in service."

At the bottom right of the slide, there is a small note: "* Will vary if using prior year funds."

Additional Information: The right side of the slide features an image of a woman leaning over a desk while working on a laptop, conveying a sense of focus and attention to administrative tasks. The left side of the slide has a light blue border, maintaining a consistent visual theme. The blue-bordered boxes clearly separate the steps in the example, making it easy to follow the timeline requirements for submission. The hyperlink provided allows viewers to easily access additional information about deadlines.

Music: none.

Speaker: Let's review the lifecycle of a Serials order. It starts when you submit requirements and funds, signaling the beginning of the PALT. For renewals, this should be before the POP end date on your previous order. FED-LINK then uses the PALT to complete the order. Once the order is completed, the vendor begins fulfillment. FED-LINK will keep you informed of order and renewal deadlines, ensuring you stay ahead of schedule for your next order.

On-Screen Text: The title at the top reads "Lifecycle of an Order" in bold, black text. The main visual element of the slide is a circular flowchart, with arrows showing the lifecycle stages of an order. The flowchart uses blue-bordered boxes to denote each step:

• First Box (Top Center): "Member submits requirements and funds."

• Pop-Out Note (Top Right): "Allow time to complete next order before POP end date."

• Second Box (Right): "FED-LINK completes order."

• Third Box (Bottom Center): "Vendor fulfills order."

• Fourth Box (Left): "FED-LINK notifies members of renewal deadlines."

The flowchart represents a circular process, labeled "PALT," emphasizing the continuous nature of the lifecycle in managing orders effectively.

Additional Information: The left side of the slide features a light blue border, while the background remains a clean white with subtle wave patterns. The light blue circular flowchart helps to visualize the ongoing cycle involved in order management, from notification to fulfillment. The layout ensures that each stage is easily identifiable and highlights the importance of allowing sufficient time for the next order cycle to avoid interruptions.

Music: upbeat melody with a calypso sound and "pop" tempo.

Speaker: none.

On-Screen Text: The title at the top of the slide reads "FED-LINK Library of Congress," with "FED-LINK" in large, bold black text and "Library of Congress" in smaller orange text below it. Centered in the middle of the slide is the phrase "Closing Thoughts" in bold, black text, indicating that this is the final slide for summarizing or concluding the presentation.

Music: none.

Speaker: Planning ahead is the key to success. Take note of your POP dates and PALT, and plan your procurement timeline accordingly for your order to start on time. Submitting your order requirements early allows extra time in case revisions are needed, and helps to ensure uninterrupted subscription services. Remember, orders are processed in the order received. Pro Tip: If you get funding at the same time every year, plan your subscriptions to begin after that date. That way, you’ll always have funding on time for renewal. Need help planning? Contact FED-LINK.

On-Screen Text: The title at the top reads "Planning for Success" in bold, black text. Below the title, there are three bullet points providing key strategies for planning:

• "Know your POP dates and PALT."

• "Submit requirements early."

• "Orders are processed in the order received."

Next, a line states: "Contact FED-LINK, if help is needed, at: FEDLINKserials @loc.gov". "FEDLINKserials @loc.gov" is in blue text, underlined, and is a hyperlink.

In the lower-left section, there is a blue-bordered text box labeled "Pro Tip," which reads: "If you get funding at the same time every year, plan your subscriptions to begin after that date. That way, you’ll always have funding on time for renewal."

Additional Information: The right side of the slide features an image of a group of people sitting together in what appears to be a library or learning center. They are smiling and appear to be engaged in conversation, conveying a collaborative and successful planning environment. The left side of the slide features an orange vertical border, while the rest of the background is white with subtle gray wave patterns, maintaining a professional and clean look.

Music: none.

Speaker: When reviewing your title list, pay close attention to detail to verify that it accurately reflects your needs (including your desired titles, quantities, and locations). For Option Year renewals, minimize changes to stay within scope. When it comes to funding your procurement, make sure you have enough available to cover all Core titles. This is the minimum dollar amount required to proceed with an order. Also ensure you have the right type of funding allocated by understanding the difference between CLIN AA and CLIN AB titles. Pro Tip: If you have end-of-year funds to spend, try pre-funding your order for the following fiscal year.

On-Screen Text: The title at the top reads "Helpful Reminders" in bold, black text. Two sections are presented below the title:

Title lists/quotes:

• "Review your quote for accuracy."

• "Minimize changes to stay within scope."

Funding:

• "Ensure enough to cover all Core titles."

• "Ensure enough of the 'right' funding (CLIN AA vs CLIN AB)."

In the lower-left section, there is a blue-bordered text box labeled "Pro Tip," which reads: "If you have end-of-year funds to spend, try pre-funding your order for the following fiscal year."

Additional Information: On the right side of the slide is an image of a red pen next to checkboxes, with two of the boxes marked with red checkmarks. This imagery suggests attention to detail and accuracy, reinforcing the key points about reviewing quotes and ensuring sufficient funding. The slide also has an orange vertical border on the left side, with the rest of the background being white with subtle gray wave patterns, giving it a clean and professional look.

Music: none.

Speaker: Remember: Your FED-LINK Librarian can help answer any questions that may arise. FED-LINK is committed to making your experience seamless and efficient. We're here to support you every step of the way. Thank you for taking the time to learn more about FED-LINK’s Serials Subscription Services.

On-Screen Text: The title at the top reads "Questions" in bold, black text. Below it, three questions are displayed, each with a contact option provided as a hyperlink:

• Questions about your account balance and/or IAA? Contact the FED-LINK Fiscal team.

FED-LINK Fiscal Team (email)

• Questions about completing your serials order? Contact FED-LINK Serials librarians.

FED-LINK Serials Librarians (email)

• Requesting a quote or having access issues? Contact vendors directly via the FED-LINK Vendor Directory.

FED-LINK Vendor Directory

Below the questions section is another title, "Resources," in bold, black text. It lists six resources:

• Video: Establishing Your Interagency Agreement

Establishing Your Interagency Agreement

• Authority and Eligibility for the FED-LINK Program

Authority and Eligibility

• FED-LINK Bulletin

FED-LINK Bulletin

• 8 Great Reasons to Use FED-LINK

8 Great Reasons to Use FED-LINK

• PALT Chart

PALT Chart

• Serials Competition Form

Serials Competition Form (direct download)

Additional Information: On the right side of the slide, there is an image of a smiling man wearing a gray zip-up sweater and a blue lanyard with an ID badge.