- Liana Giovando to translate the eResource Migration - Early Considerations into a BN.
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 most electronic resources into the local catalog. 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.
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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-wide.
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/Content_Corner/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/Content_Corner/Supporting_Resources/Alma_Community_Zone_Collection_List.
Initial migration – Institution Zone:
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. These options are largely dependent upon the availability of metadata in the Central KnowledgeBase.
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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 (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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Ongoing record handling - Institution Zone:
The availability of up-to-date eResource metadata in the Central KnowledgeBaseshould eliminate the need to manually update metadata for a number of collections, but there may be some exceptions. The following factors may determine if a library decides to load eResource metadata locally:
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Note: If a library chooses to manage eResource metadata locally, an import profile can be created to alleviate 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. 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
Inventory Management Groups: Alma has the ability to centrally manage eResource records in the Network Zone (NZ), allowing for coordinated efforts to access content and update metadata. 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/03_Managing_Records_in_Consortia/070Configuring_Distributed_Access_to_Electronic_Resources_from_the_Network_Zone
eResource Metadata: can be loaded/enabled at the Network Zone 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 consortia members see https://knowledge.exlibrisgroup.com/Alma/Product_Documentation/010Alma_Online_Help_(English)/100Managing_Multiple_Institutions_Using_a_Network_Zone/06_Acquisitions_in_Consortia/01_Central_License_Negotiation and https://knowledge.exlibrisgroup.com/Alma/Product_Materials/050Alma_FAQs/E-Resource_Management/E-Resource_Workflows.