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SFX Clean-up for ALMA Migration

An SFX team member at each library received an Incomplete Activation report which lists what needs to be cleaned up (it shouldn't be much).

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Local SFX Instances

  1. Run the Incomplete Activation Report
    This report identifies cases where a Resource is only partially activated (for example the Target is active but the Service and Portfolio are not). If you are unsure how to run this report contact Jessica Hartwigsen.

  2. Ensure all elements of a Resource (Target, Service and Portfolio) are either Active or Inactive:
    • If a Full Text Target is migrating to Alma all elements should be active in SFX.
    • If a Full Text Target is not migrating to Alma all elements should be inactive in SFX.
  3. If you have imported records for print materials from Sierra, Millennium or Voyager into your SFX instance, ensure the Target Service is listed as GetHolding (not GetFullTxt). This will correctly prevent the print resource from migrating to Alma as an Electronic Resource.

Note: Local SFX resources will migrate to the Institution Zone


Shared/Centrally Managed SFX Instance

  1. Look at the current list of Merged Targets.

  2. Do all the items listed in your institution’s column reflect all the ECC and Opt-in resources your institution subscribes to?

Yes: Great! There is nothing else you need to do.

No:

  • Identify the resources your institution currently subscribes to AND are listed in the Chancellor’s Office column of the merged targets list, but ARE NOT listed under your institution’s column.
  • Identify resources that your institution no longer subscribes to, but are still listed on the merged targets list in your institution’s column.
  • Send a list of these items to Jessica Hartwigsen. She will merge and un-merge resources as appropriate, based on your list.

  • If you're not sure what shared resources or merged targets are or how they work, look at the following document: SFX Shared Resources.


Note: Shared SFX resources will migrate to the Network Zone.

 

SFX vs. ILS data in the final load

If there is a portfolio available in SFX and your ILS, you should exclude the ILS electronic version of that title from your data extract.  You should ONLY migrate the physical version of that title.  These titles should be left off of your P2E migration form.  Only include electronic titles in the P2E migration form that are NOT in SFX.

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