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 The availability of this Community Zone metadata allows libraries to eliminate the need to manually synchronize load records for most electronic resources into the local catalogInstitution Zone (IZ). See https://knowledge.exlibrisgroup.com/Alma/Implementation_and_Migration/Migration_Guides_and_Tutorials/Electronic_Resource_Migration_General#Ebook_Central_Activations_(EBC) for more complete information.
Your initial The Alma migration process is designed to populate each Institution Zone (IZ) with records that match your electronic collections. https://knowledge.exlibrisgroup.com/Alma/Implementation_and_Migration/Migration_Guides_and_Tutorials/E-Resource_Activations activation in Alma for each college will depend on the package, the source or availability of electronic records and your current link resolver. Initial migration efforts are intended to populate/link your Institution Zone (IZ) with records to electronic resources. However, Ex Libris also provides consortia with an opportunity to configure distributed access to electronic resources through the Network Zone (NZ) and to provide ERM services if desired – all options that have the potential to minimize ongoing local handling of eResource metadata system-widein the Community Zone and each member’s current link resolver.
Notes about the Community Zoneand the Central KnowledgeBase (CKB):
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Initial migration – Institution Zone:
Your library will need be directed 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. These 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 will be 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, such as EDS & Full Text Finder): are not supported by the Alma migration process and require the completion of ane-Activation form– a spreadsheet that you will be asked to complete and return to 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 Institution Zone 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.
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. Separate instructions will be provided for creating P2E files.
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Notes on P2E (Physical to Electronic Processing) at Migration: This applies to records that cannot be migrated using an e-Activation worksheet form (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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Network Zone Considerations:
However, Ex Libris also provides consortia with an opportunity to configure distributed access to electronic resources through the Network Zone (NZ) and to provide ERM services if desired – all options that have the potential to minimize ongoing local handling of eResource metadata system-wide.
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. 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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