The P2E process involves identifying electronic resources included in your catalogue that are not in the Alma Community Zone and not activated via the link resolver activation sheet. Bibliographic records for these resources are initially migrated as physical item records. The P2E process converts them to electronic portfolios.
Date | Instructions |
Between now and October 15 | Review eResource Migration Backgrounder https://clo-collaboration-spaces.atlassian.net/wiki/spaces/CI/pages/81854517/eResource+Migration+-+Early+Considerations |
Between now and October 22 | To create Create a set of electronic resources in from your current ILS that will need P2E processing: Create a list of all electronic collections and individual electronic titles loaded to your catalogue. Check the https://knowledge.exlibrisgroup.com/Alma/Content_Corner/Supporting_Resources/Alma_Community_Zone_Collection_List to see if the Community Zone CZ indexes any of your the electronic collections/titles on your list. If so, remove these collections/titles may be removed from your list, as they can be activated through the link resolver activation sheet. The remaining items on the list should represent electronic titles in your ILS that need P2E processing. Create a P2E input file of items that need P2E processing. This will be a .csv file that contains only 2 elements/line: BIB ID, e-resource_type. Additional Fuller instructions can be found in http://exl-edu.com/01_Alma/Implementation_and_Migration/Migration_Guides/P2E/#/lessons/R_Nym9M98DXiieeSnulgCqKYcnERkK6z. This process may involve some vendor support to create a report that simply generates the BIB ID. (Danielle has been able to retrieve some examples of Mandarin reports).report templates for P2E. M3 users will need to ‘Print to File’ to export to .csv ).
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| name | Mandarin Report Tool export to csv.docx |
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Note: To support P2E processing, you will also need to ensure the corresponding form sections are completed P2e section in the Questionnaire tab of the Migration Form. This part of the form asks you to specify which fields in your bibliographic records contain the electronic resource linking information, the provider name and the public note. (e.g., 856 |u etc.) Identify which locations are e-locations on the Location mapping tab of Migration Form.
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Due October 25 | When your draft P2E list is complete, deliver the file through MFT to ExLibris as specified in this Basecamp post. |
Between October 26- Nov 1 | If you indicated that you have individual titles: OCLS will provide a file to you with instructions as to what you need to manually populate. You will need to manually populate the file, including the bib identifier (catalog key). The catalog key can be found under the ‘Control’ tab when looking at a title record in WorkflowsOnce your draft file has been reviewed: If you do not have individual titles, OCLS will deliver the file through MFT to ExLibris |
Due November 1 | You deliver Deliver the completed final P2E file through MFT to ExLibris as specified on this Basecamp Post. |