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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. |
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Ensure the links for locally catalogued eResources in your source system are active.
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Consistently identify/tag catalogued eResources in your source database (If not done already). You’ll be mapping these tags to ‘locations’ and identifying these locations as electronic resources on the Alma Location mapping tab. The bibliographic records for these collections will be sent to Ex Libris along with the rest of your collection.
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Creation of an input file (csv format) of bib record numbers that correspond to the eResource collections that you are migrating from your source system (e.g., from MARC 001). The migration specialists will match this file to the corresponding recently imported bibliographic records in Alma to create electronic portfolios.
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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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