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The suggestions below are excerpts from Getting Ready for Alma and Discovery Implementation, Appendix B - Optional Data Preparations. This appendix can help you decide which clean-up efforts are a priority for your library – not everything will be relevant to all libraries. Examples of other data cleaning could work include:

  • Library and collection identification tags:/location names

  • Bibliographic, holdings and item data

  • Records missing 245 | a

  • Enumeration

  • Statuses and codes (as discussed under #1 above)

  • Old/inconsistent data (includes old patron records, fines beyond a certain date and/or less than a certain amount; etc.)

  • Review of old, unclosed orders

  • Library and collection names

  • Patron, vendor, library contact names

  • E-resource and package resources

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To allow for clean migration, ensure collections are well identified. Consistent tagging is important for moving identifying records that need to be moved from your source collection to specific Alma locations. From a consortium perspective, unique identifiers are essential for record matching in the Network Zone (NZ). In order to migrate your data:

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Notes P2E (Physical to Electronic) Processing – for local electronic resources that will not be handled via migration or link resolver form:

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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