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For a more complete list of data clean up suggestions, Ex Libris has prepared Getting Ready for Alma and Discovery Implementation, Appendix B - Optional Data Preparations.
Cleanup Subject to Met & Cat Subcommittee Consideration
Please wait for further guidance before doing any cleanup on the items below. Information will be posted as it becomes available.
Control field coding: records that need to be brought up to minimum standard, e.g., records for visual resources that need to be updated. Further discussion is needed to determine if this work can be done prior to final cutover or after Go-Live.
Local tagging 09x, 59x, 69x, 77x/78x: ensure that local tags (if any) identified in your records are marked with subfield 9 with only the word LOCAL (no spaces, punctuation, or any other characters). For more information, see Alma Migration Considerations for Consortia - Ex Libris Knowledge Center (exlibrisgroup.com) Note: if you become aware of additional local tags in your data cleanup, ensure line 21 in your final migration form is adjusted to reflect the additional local fields.**
Local tagging 950 - 999: will need to be considered once the Met/Cat has defined local tags for the consortia.
Additional Resources
Primo
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Training
The training links below will help you become familiar with Primo discovery configuration. This training section contains separate sections for Primo Training (for configuration via Primo Back Office) and Primo VE Training (for configuration via Alma dashboard):
Introduction to Primo: Getting started; Using Primo; Configuring the User Interface via Primo Back Office.
Intro to Primo VE: Getting started; Using Primo; Configuring the User Interface via Primo VE in Alma.
Additional Primo VE Training: Primo Analytics; Dedup and FRBR; Primo VE for Collaborative Networks; normalization suite
ExLibris Developer Network. Primo Documentation: collaborative solutions from the developer community