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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.

To start watching this page, choose the “watch” icon in the upper right of your screen and select the relevant check box. To stop watching the page, deselect the relevant check box.

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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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Note: The P2E instruction below applies 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. 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 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 guide.

Notes P2E (Physical to Electronic) Processing: Due to Alma’s database structure, local catalogue records for electronic resources are migrated as physical resources, then changed into electronic resources viahttps://knowledge.exlibrisgroup.com/Alma/Implementation_and_Migration/Migration_Guides_and_Tutorials/Physical_to_Electronic_(P2E)_processing. In brief, this involves the following steps:

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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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