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Introduction
Walk through the decision tree below to find out how to migrate each of your e-resources to your live Alma environment.
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For more information about duplication between the zones, please see “Troubleshooting E-Resource Duplication Issues.”
Due Dates
Please note that some decisions
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NZ Notes
If the collection is in the Network Zone but not distributed to you, please contact Nicole Morgan nmorgan@ocls.ca.
If the NZ collection is distributed to you but you aren’t satisfied with the results, please check “Known Issues & ERMA Mapping“ for notes about the e-resource, and contact Nicole if you have any questions or new issues to report.
Something about our plans with import profiles vs. database records? I should at least update that spreadsheet first to indicate which ones are on our import profile shortlist and which ones will be created as databases instead. Although, should we announce our plan to the subcommittees before telling the rest of the colleges? Especially the eRes/Acq Subcom, given it’s their work we’re using as the basis for our decision.
Something to manage expectations? We have no plans as of yet for what to do with these known issues. They probably won’t all be resolved for go-live.
Something about how they can opt out? Either wholesale like Centennial, or for specific resources. For example, if they have MARCs for a few critical titles in an eresource, and we’re only planning on creating a database collection for that eresource, they may want to opt out of the NZ collection and include those MARCs in their P2E.
PQIS/EBC Notes
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PQIS
As part of ExLibris' “PQIS enrichment process,” your ProQuest holdings are automatically activated during your IZ data load, including free content, your acquisitions through OCLS/ERMA, and your independent acquisitions.
To review your PQIS holdings list:
Open My Electronic Resources by Provider in Alma (Resources > Manage Inventory > My Electronic Resources by Provider).
Enter your ProQuest Client ID in the “Provider Account ID” field and click “Populate.”
See ExLibris' knowledgebase article “My Electronic Resources by Provider” for more information. If you have questions about the resources in your PQIS holdings list, please contact ProQuest support email.technicalsupport@proquest.com.
We recommend a best practice of opting out of the PQIS enrichment process and running the PQIS activation manually after go-live instead. You can activate in bulk by checking the boxes My Electronic Resources by Provider for any collections that aren't already distributed to you from the NZ, and then clicking "Activate Selected."
Alternatively, you can opt into the PQIS enrichment process and clean up the resulting duplication after go-live. Duplication can result if you imported MARC records for the eresource from your ILS, or if the collection is activated and distributed to you from the NZ. If you subscribe to the collection through OCLS, then it will be activated and distributed to you from the NZ unless your request otherwise. You may want to compile a list of duplicated collections in advance so that you're ready to quickly remove them from your IZ after go-live.
Ebook Central (EBC) Activations
As part of implementation, ExLibris activates the EBC integration profile in your IZ, which leads to duplication for any Ebook Central content you subscribe to through OCLS. ExLibris also recommends running the EBC synchronization job daily after go-live. See the EBC section of ExLibris' “Electronic Resource Migration General” article for more information.
Because the EBC integration profile has ongoing benefits if you acquire Ebook Central titles outside of OCLS, we recommend a best practice of manually removing duplication caused by the EBC integration profile after go-live. You may want to compile a list of collections in advance so you're ready to remove them quickly after go-live. OCLS plans to manage the following Ebook Central collections in the CZ and distribute them to subscribing colleges (unless requested otherwise):
Canada Ebook Collection
College Complete
Diversity, Equity and Inclusion Collection