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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.
Consider categorizing locations into about five “location type categories” that share common circulation policies: For example: regular loan; limited loan, short loan/reserve, closed stack, and media.
Ex Libris expects that most locations should fit into one of the above categories and recommends that libraries restrict the number of ‘item type’ circulation exceptions to five.
The diagram below illustrates the relationship between the bibliographic record, libraries, holdings records, locations and item records.
Visit https://knowledge.exlibrisgroup.com/Alma/Product_Documentation/010Alma_Online_Help_(English)/040Resource_Management/050Inventory/010Introduction_to_Alma_Inventory#Physical for additional information describing the relationship between ‘location,’ ‘holding’ and ‘item' in the institutional zone (IZ)
Also consider amalgamating user groups that share common permissions
Electronic Resource Handling in Alma
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– Planning Consideration:
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Note: The P2E instruction below applies 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 likely to be found in Alma’s CZ/Central KnowledgeBase (CKB) or cannot be migrated via the link resolver form. Please see the Notes on P2E Processing below for tips on migrating these local resources 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 for eResource activation.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. Notes on P2E (Physical to Electronic) Processing are included in the Data Cleaning - Early Housekeeping |
Analytics:
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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