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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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The goal of this page is to suggest print and electronic data cleaning strategies that might help to streamline your migration efforts to Alma. For a broader understanding of the requirements needed to implement Alma and Primo visit Getting Ready for Alma and Discovery Implementation.
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The recommendations below contain tips or suggestions for ways to tidy up your data before migration to Alma. This is not a ‘one size fits all’ guide – but a list of local considerations that you can begin to think about. Ex Libris suggests that local data cleaning may streamline the migration process and help to ensure to best possible outcomes. Read Getting Ready for Alma and Discovery Implementation, Appendix A - Fulfillment Simplificationto gain a fuller understanding of Ex Libris' suggestions. As you explore this information in the Ex Libris Knowledge Center, consider keeping the https://knowledge.exlibrisgroup.com/Alma/Product_Documentation/010Alma_Online_Help_(English)/120Alma_Glossary open in a new tab for quick reference.
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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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Electronic Resource Handling in Alma Migration:
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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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