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We will continue adding new resources and recommendations to this guide as we learn more. Remember to check back regularly for new information, or start “watching” this page to receive a notification email whenever there are updates.

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Making sure that records and collections in your original source database are well organized is one thing you can do to ensure a best possible migration outcome. If there are small collections that no longer need to stand on their own, consider merging them into larger ‘locations’. Depending upon your system, you may choose to merge collections ahead of time OR simply choose to map two collections together upon migration. Note: In Alma, a location is defined as a “physical place where items are stored” that is “associated with a library.” Locationsthat have similar fulfillment (circulation) policies and blocks will become associated with your library’s fulfillment units.

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Info

Note: Many electronic resources are available in Alma’s CZ/Central KnowledgeBase (CKB) and can be migrated directly by Ex Libris or through the use of a link resolver form. The P2E (Physical to Electronic) instructions in the Data Cleaning - Early Housekeeping apply to local electronic records that are not found in Alma’s CZ/Central KnowledgeBase (CKB) or cannot be migrated via the link resolver form. To know which databases are available in the Community Zone (CZ), download the latest Alma Static Collection spreadsheet at https://knowledge.exlibrisgroup.com/Alma/Content_Corner/Supporting_Resources/Alma_Community_Zone_Collection_List. For more information on migrating electronic resources see https://knowledge.exlibrisgroup.com/Alma/Implementation_and_Migration/Migration_Guides_and_Tutorials/Electronic_Resource_Migration_General and https://knowledge.exlibrisgroup.com/Alma/Implementation_and_Migration/Migration_Guides_and_Tutorials/E-Resource_Activations.

A separate, more complete eResource activation guide is being developed.

Analytics – Planning Considerations:

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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