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. The availability of this Community Zone metadata can eliminate the need to manually load records for most electronic resources into your Institution Zone (IZ).

• See the Migration of Physical to Electronic (P2E) Resources in Alma Tutorial, the 360RM and Intota Migration Tutorial, the Link Resolver to Alma Activations (Tutorial), and https://knowledge.exlibrisgroup.com/Alma/Implementation_and_Migration/Migration_Guides_and_Tutorials/Electronic_Resource_Migration_General#Ebook_Central_Activations_(EBC) for more complete information.

Initial migration options – Institution Zone

Your library will 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 are supported by the Ex Libris migration. Link resolver information is exported, processed and activated in your Institution Zone (IZ). Your instance of Alma will be populated with records from the Central KnowledgeBase. These records will be fully discoverable in Primo 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.

2. Other link resolvers such as EDS & Full Text Finder

Other link resolvers such as EDS & Full Text Finder are not supported by the Alma migration process and require the completion of an e-Activation form – a spreadsheet that you will be asked to complete and return to Ex Libris. 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 Institution Zone with records from the Central KnowledgeBase. These electronic records will be discoverable in Primo.

3. P2E (Physical to Electronic) – for records that are NOT in the Central KnowledgeBase (CKB)

Ongoing record handling - Institution Zone

The availability of up-to-date eResource metadata in the Central KnowledgeBase should eliminate the need to manually update metadata for 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 most are robust, there may be some collections for which the metadata is weak.