- Liana Giovando to translate the eResource Migration - Early Considerations into a BN.
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Summary
The initial Alma migration process is designed to populate the Institution Zone (IZ) with records that match your electronic collections. This will allow users to search for your electronic resources in Primo VE upon Go Live. The electronic resource migration process takes 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 The availability of this Community Zone metadata can eliminate the need to manually synchronize load records for most electronic resources into the local catalog.
Your initial eResource migration and activation in Alma will depend on the package, the source or availability of electronic records and your current link resolver. The information below has been provided for your convenience.
Initial migration efforts are intended to populate/link your Institution Zone (IZ) with records to electronic resources, however Ex Libris also provides groups 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:
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. See the 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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About the Community Zone and the Central KnowledgeBase (CKB) |
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Initial migration options – Institution Zone
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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, and are largely dependent upon the availability of metadata in the Central KnowledgeBase.
1. SFX or 360Link
SFX and 360Link
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are supported by the Ex Libris migration. Link resolver information is exported, processed and activated in your Institution Zone (IZ). Your instance of Alma
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will be populated with records from the Central KnowledgeBase. These records will be fully discoverable in Primo
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VE. 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.
See the 360RM and Intota Migration Tutorial for more information.
2. Other link resolvers such as EDS & Full Text Finder
Other link resolvers
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such as EDS & Full Text Finder
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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
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. 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
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Institution Zone with records from the Central KnowledgeBase. These electronic records will be discoverable in Primo
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See the Link Resolver to Alma Activations Tutorial for more information.
Submitting E-Resource Activation Forms
Please upload your e-Resource Activation Form to your MFT folder and then add a comment in the Support Portal.
If you need help with MFT, see this Basecamp document or post on the Basecamp message board.
3. P2E (Physical to Electronic) – for records that are NOT in the Central KnowledgeBase
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(CKB)
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Notes on P2E (Physical to Electronic Processing) at Migration: |
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A process |
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to migrate local electronic records that are not found in Alma’s CZ/Central KnowledgeBase or |
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are not to be migrated via the link resolver form (e.g., choices about metadata quality). 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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Find detailed P2E instructions for the Symphony colleges on the P2E Instructions page. See the Migration of Physical to Electronic (P2E) Resources in Alma Tutorial for more information. |
Ongoing record handling
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- 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, however the following may also many eResource collections, but there may be some exceptions. The following factors may determine if a library decides to load eResource metadata locally on an ongoing basis:
absence of some collections in the https://knowledge.exlibrisgroup.com/Alma/Content_Corner/Supporting_Resources/Alma_Community_Zone_Collection_List (particularly select streamed video collections);
metadata quality for any given collection. While usually most are robust, there may be some collections for which the metadata is weak.
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Note: If a library chooses to manage eResource metadata locally, an import profile can be created |
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to alleviate the need for repetitive batch editing/mapping with each subsequent collection update. |
Network Zone Considerations
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– Future considerations
Ex Libris provides consortia with some opportunities for shared management of eResources. These are options that can be discussed/configured at a later date:
eResource Metadata: not available in the Community Zone can be loaded/enabled at the Network Zone for subscribing member institutions. 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 may allow libraries and OCLS to coordinate ongoing efforts to update select metadata
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. The following video resources
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provide 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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Inventory Management Groups: Alma's ability to centrally manage eResource records in the Network Zone (NZ) may allow libraries and OCLS to coordinate ongoing efforts to access content and update metadata for a given group. 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
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eResource Metadata: can be enabled at the Network level 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
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and
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--Ensure the links for locally catalogued eResources in your source system are active.
--Consistently identify/tag catalogued eResources in your source database (If not done already). You’ll be mapping these tags to locations and identifying these locations as electronic resources on the Alma Location mapping tab. The bibliographic records for these collections will be sent to Ex Libris along with the rest of your MARC records.
--Creation of an input file (csv format) of bib record numbers that correspond to the eResource collections that you are migrating from your source system (e.g., from MARC 001). The migration specialists will match this file to the corresponding recently imported bibliographic records in Alma to create electronic portfolios.
--Once migrated, Ex Libris may guide you to run a job in Alma to update your proxy prefix if changes are made to local authentication policies. Running this job in Alma will update user access via Primo.
eResource Resources:
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