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Read https://knowledge.exlibrisgroup.com/Alma/Implementation_and_Migration/Migration_Guides_and_Tutorials/E-Resource_Activations and https://knowledge.exlibrisgroup.com/Alma/Implementation_and_Migration/Migration_Guides_and_Tutorials/Electronic_Resource_Migration_General#Ebook_Central_Activations_(EBC) for more complete detail.
Initial migration – Institution Zone:
Depending upon your collection, your library may need to use one or more of the following approaches to populate your Institution Zone (IZ) with eResource metadata. The first two options are largely dependent upon the availability of metadata in the Central KnowledgeBase.
SFX or 360Link: are supported by the Ex Libris migration. Link resolver information is exported, processed and activated in your Institution Zone (IZ). Your instance of Alma is populated with records from the Central KnowledgeBase. These records will be fully discoverable in Primo. Metadata will be updated as the Central KnowledgeBase is updated. More specific information from the Ex Libris Knowledge Base is available for https://knowledge.exlibrisgroup.com/Alma/Implementation_and_Migration/Migration_Guides_and_Tutorials/360_and_Intota_to_Alma_Migration_Guide, https://knowledge.exlibrisgroup.com/Alma/Implementation_and_Migration/Migration_Guides_and_Tutorials/360_Link_Resolver_Activation_Report and the https://knowledge.exlibrisgroup.com/Alma/Implementation_and_Migration/Migration_Guides_and_Tutorials/SFX_to_Alma_Migration_Guide.
Other link resolvers (e.g., EDS, Full Text Finder): are not supported by the Alma migration process and require the completion of an e-Activation worksheet form– a spreadsheet that will be loaded to you will complete and Ex Libris will load to your Institution Zone in Alma. This spreadsheet has a number of tabs that will allow you to select full and selective packages. By uploading this spreadsheet, Ex Libris is able to populate your instance of Alma with records from the Central KnowledgeBase. These records will be discoverable in Primo. The metadata will be updated as the Central KnowledgeBase is updated.
ILS: the P2E (Physical to Electronic) process is used to migrate local electronic records that are not found in Alma’s CZ/Central KnowledgeBase or for local reasons are not to be migrated via the link resolver form (e.g., choices about metadata quality). Notes about P2E (Physical to Electronic Processing) can be found below.
Go to https://knowledge.exlibrisgroup.com/Alma/Implementation_and_Migration/Migration_Guides_and_Tutorials/Electronic_Resource_Migration_General#Sources_for_Electronic_Resource_records to review additional sources of electronic records, such as ERM, PQIS activations and eBook Central etc. Visit for additional context.
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