- Liana Giovando to translate the eResource Migration - Early Considerations into a BN.
Initial eResources activation in Alma – depends eResource migration allows libraries to take advantage of Alma’shttps://knowledge.exlibrisgroup.com/Alma/Product_Materials/050Alma_FAQs/E-Resource_Management/Central_KnowledgeBase_(CKB) – a collection of metadata for electronic resources, maintained by Ex Libris and accessible through the Community Zone. This allows libraries to eliminate the need to manually synchronize records for electronic resources into the local catalog.
Your initial eResource migration and activation in Alma will depend on the package, the source or availability of electronic records and your current link resolver. The following information below has been provided for your convenience.
While initial Initial migration efforts are intended to populate/link your Institution Zone (IZ) with records to electronic resources, however Ex Libris also provides groups with an opportunity to configure distributed access to electronic resources through the Network Zone (NZ) and to provide ERM services for groups if desired – all options that have the potential to minimize ongoing local handling of eResource metadata system-wide.
Ex Libris Resources:
Read https://knowledge.exlibrisgroup.com/Alma/Implementation_and_Migration/Migration_Guides_and_Tutorials/E-Resource_Activations, Notes about the Community Zone:
Provider Zone is a sub area within the Community Zone that allows providers to upload content directly. Go to https://knowledge.exlibrisgroup.com/Alma/
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Supporting_Resources/Provider_Zone_Documentation to learn more.
To know which databases are available in the Community Zone (CZ), download the latest Alma Static Collection spreadsheet at https://knowledge.exlibrisgroup.com/Alma/
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Initial migration – Institution Zone:
Depending upon your collection, your library may Your library will need to use one or more of the following approaches to populate your Institution Zone (IZ) with eResource metadata. The first two options depend upon which link resolver you currently use and 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 form– a spreadsheet that 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 electronic records will be discoverable in Primo. Metadata is updated in the Central KnowledgeBase on a weekly basis.
ILS: the P2E (Physical to Electronic): this 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.
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Ongoing record handling:
The availability of up-to-date eResource metadata in the Central KnowledgeBaseshould eliminate the need to manually update metadata for a number of collections, however the following may have an impact on whether library decide also determine if a library decides to load eResource metadata locally:
absence of some collections in the Central KnowledgeBase https://knowledge.exlibrisgroup.com/Alma/Content_Corner/Supporting_Resources/Alma_Community_Zone_Collection_List (particularly select streamed video collections);
metadata quality of metadata for a given collection. While usually robust, there may be some collections for which the metadata is weak.
An import profile in Alma can be created in Alma for any eResource collections that must be managed locally, alleviating . This alleviates the need for repetitive batch editing/mapping with each collection update.
Network Zone Considerations:
Alma has the ability to centrally manage records and licenses in the Network Zone (NZ). This may allow libraries and OCLS to coordinate ongoing efforts to update metadata for a selection of libraries and resources. To learn more, visit https://knowledge.exlibrisgroup. com/Alma/Product_Documentation/010Alma_Online_Help_(English)/100Managing_Multiple_Institutions_Using_a_Network_Zone/03_Managing_Records_in_Consortia/070Configuring_Distributed_Access_to_Electronic_Resources_from_the_Network_Zone. View following video resources for additional context: http://exl-edu.com/01_Alma/Alma_Collaborative_Networks_(Alma_Consortia)/Alma_Collaborative_Networks-Introduction/story_html5.html?lms=1 and http://exl-edu.com/01_Alma/Alma_Collaborative_Networks_(Alma_Consortia)/Shared_Bibliographic_Records_in_the_Network_Zone/story_html5.html?lms=1
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Inventory Management Groups: Alma's ability to centrally manage eResource records in the Network Zone (NZ) may allow libraries and OCLS to coordinate ongoing efforts to access content and update metadata for a given
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group. Access or coverage can be limited to certain institutions through the creation of configurable "inventory management groups". https://knowledge.exlibrisgroup.com/Alma/Product_Documentation/010Alma_Online_Help_(English)/100Managing_Multiple_Institutions_Using_a_Network_Zone/
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Overlap analysis:
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070Configuring_Distributed_Access_to_Electronic_Resources_from_the_Network_Zone
eResource Metadata: can be enabled at the Network level for subscribing member institutions and/or ‘Inventory management groups.’ Alternately, eResource metadata loaded by the Institution to the Network Zone.
ERM: Ex Libris offers three different scenarios for purchasing and negotiating eResources jointly: 1. Acquisitions done entirely by network; 2. Negotiation type license in NZ and Purchase order lines in member institutions; 3. Shared licenses from Network Zone and POLs in member institutions. For information on joint acquisition workflows involving central negotiated licenses on behalf of consortial members and their related electronic ordering of negotiated licensed material, see https://knowledge.exlibrisgroup.com/Alma/Product_Documentation/010Alma_Online_Help_(English)/
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100Managing_Multiple_Institutions_Using_a_Network_Zone/06_Acquisitions_in_Consortia/01_Central_License_Negotiation. Notes on P2E (Physical to Electronic Processing) at Migration:
This applies to records that cannot be migrated using an e-Activation worksheet (above) – usually content that does not belong to an eResource package or is not available in the CKB. Due to Alma’s database structure, local catalogue records for these 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 may involve the following steps:
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--Once migrated, Ex Libris may guide you to run a job in Alma to update your proxy prefix if changes are made to local authentication policies. Running this job in Alma will update user access via Primo.
eResource Resources:
Read https://knowledge.exlibrisgroup.com/Alma/Implementation_and_Migration/Migration_Guides_and_Tutorials/E-Resource_Activations, https://knowledge.exlibrisgroup.com/Alma/Implementation_and_Migration/Migration_Guides_and_Tutorials/Electronic_Resource_Migration_General#Ebook_Central_Activations_(EBC) and https://knowledge.exlibrisgroup.com/Alma/Implementation_and_Migration/Migration_Guides_and_Tutorials/010Alma_Migration_Considerations_for_Consortia#Electronic_Inventory https://knowledge.exlibrisgroup.com/Alma/Product_Materials/050Alma_FAQs/E-Resource_Management/E-Resource_Workflows for more complete detail.