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• It would be most helpful if all items belonging to a particular item group are consistently tagged with the same MARC field/subfield (e.g., subfield tag in 852 or 9XX). For some systems, this may best be accomplished upon export – other systems may need to have edits performed in advance.

• Through the migration process, Ex Libris maps these MARC tags to an Alma “location” specific to your Institution Zone (IZ). The migration form used will depend upon your source system. For more information read the https://knowledge.exlibrisgroup.com/Alma/Implementation_and_Migration/Migration_Guides_and_Tutorials/Generic_Alma_Data_Delivery_and_Migration_Guide OR https://knowledge.exlibrisgroup.com/Alma/Implementation_and_Migration/Migration_Guides_and_Tutorials/Symphony_to_Alma_Data_Delivery_and_Migration_Guide.

• Network Considerations:

  • Successful bibliographic matching in the Network Zone (NZ) is dependent upon accurate unique identifiers, such as SIRSI 035 | a; OCLC 035 | a, etc.

  • Extraneous identifiers may interfere with proper matching. Suggestions from Ex Libris are addressed in https://knowledge.exlibrisgroup.com/Alma/Implementation_and_Migration/Migration_Guides_and_Tutorials/010Alma_Migration_Considerations_for_Consortia#Extraneous_Identifiers_2.

  • At the local level, Ex Libris recommends: “that the NZ use fields 900-949 and the IZ uses 950-999. This way the local NZ fields (900-949) are those that are local to the entire consortium where every institutional member uses them, and the local IZ fields (950-999) are those that are local only to the single institution. This is recommended because it is important to be able to retrieve groups of records based on data in specific local fields, and having the same local field used for two different data elements may cause problems in retrieval. During migration, if a 900-949 tag has $9 LOCAL subfield, it is removed and the tag is kept in the NZ.” For additional context, visit THE Local Extensions (MARC) https://knowledge.exlibrisgroup.com/Alma/Implementation_and_Migration/Migration_Guides_and_Tutorials/010Alma_Migration_Considerations_for_Consortia#Local_Extensions_(MARC) section of https://knowledge.exlibrisgroup.com/Alma/Implementation_and_Migration/Migration_Guides_and_Tutorials/010Alma_Migration_Considerations_for_Consortia.

  • Network Zone Resources:

    • https://knowledge.exlibrisgroup.com/Alma/Product_Documentation/010Alma_Online_Help_(English)/100Managing_Multiple_Institutions_Using_a_Network_Zone/01_Overview/01_Overview_of_Collaborative_Networks for an overview of Network Zone (NZ) functions.

    • https://knowledge.exlibrisgroup.com/Alma/Implementation_and_Migration/Migration_Guides_and_Tutorials/010Alma_Migration_Considerations_for_Consortia describes the process for providing and processing records into a shared consortial environment in Alma from various legacy ILS systems.

    • Videos to provide insight into functions available through the broader Network Zone (NZ): http://exl-edu.com/01_Alma/Alma_Collaborative_Networks_(Alma_Consortia)/Alma_Collaborative_Networks-Introduction/story_html5.html?lms=1 and http://exl-edu.com/01_Alma/Alma_Collaborative_Networks_(Alma_Consortia)/Shared_Bibliographic_Records_in_the_Network_Zone/story_html5.html?lms=1

    • https://knowledge.exlibrisgroup.com/Alma/Product_Documentation/010Alma_Online_Help_(English)/100Managing_Multiple_Institutions_Using_a_Network_Zone/Discovery_when_Using_a_Network_Zone provides insight into publishing records to Primo. According to https://knowledge.exlibrisgroup.com/Alma/Product_Documentation/010Alma_Online_Help_(English)/100Managing_Multiple_Institutions_Using_a_Network_Zone/Discovery_when_Using_a_Network_Zone/010Overview_of_Discovery_when_Using_a_Network_Zone, “availability and delivery for physical resources harvested from Alma are relative to the institution of the view.” 

    Extraneous identifiers

Additional Data Preparations (Ex Libris):

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Consider running past loan/usage statistics/analyses prior to migration, as only key fields/subfields will be migrated. More to come….

ExLibris Migration Resources - Getting Ready

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