Background:
During migration, all inventory is assumed to be physical unless specified otherwise in P2E file. Below, we have provided you with recommendations to guide you as you create your P2E list.
These are the recommendations for the one-off e-journals and e-books that are not found in the SFX application.
Do Not Migrate:
1. Do not migrate Serials Solutions records.
2. Do not migrate electronic journal bib records if also activated in your SFX instance or the Chancellor instance.
Exception -- you may choose to migrate a record (as suppressed) if it has an order attached to it.
3. Do not migrate ebook collections (examples -- ebrary academic complete, Springer ebooks) if also activated in your SFX instance or the Chancellor instance.
Exception -- you may choose to migrate a record (as suppressed) if it has an order attached to it.
Exception: migrate PDA/DDA collections or any collections not available in CZ.
Note: If you migrate your collections and don't use the NZ or CZ, then, you will be responsible for maintaining your collection.
Note: The Task Force recommends, at least initially, that we take full advantage of the CZ workflow.
4. Do not migrate a print record on the P2E because it has TOCs in the 856.
Migrate:
1. You will need to migrate streaming video collections not available in the CZ or SFX. Example: Library has a Docuseek2 subscription consisting of 20 bib records. Migrate these records and create a local e-collection in Alma (optional).
2. You will need to migrate Marcive records.
3. You will need to migrate PDA collections.
4. You will need to migrate the OCLC bib record for A&I databases or catalogued websites if you would like it available in Primo. Example: ProQuest Biological Abstracts or Santa Clara County Vital Statistics. These non-fulltext resources are not available to activate in the CZ. Some libraries choose not to have bib. records because they have an A-Z List of Databases on the library website and choose not to have a bib record in the catalog.
5. You may choose to migrate the electronic collection record. Example: Bib record for Academic Search Complete. If it has an order record, most likely you are bringing it over anyway but you may choose to not suppress it if you would like it to be available in Primo.
6. You will want to migrate bib records for CSU theses. You may choose to create a local e-collection in Alma.
7. You will want to migrate standalone ejournals and ebooks not available from the CZ or NZ.
Documentation:
The Physical to the Electronic (P2E) Conversion Process (30 min. video)
Record Load Scenarios Migration Decision Tree
From SFX To Alma (8 min. video)
Millennium and Sierra to Alma Migration Guide - p. 7, 46
Millennium and Sierra to Alma Data Delivery Instructions - p. 21
SFX Cleanup for Alma Migration
Post-Load Review – Electronic resources review (P2E)
- Find Physical Titles with 856 links that were not part of the P2E (and not indexed as electronic) or have both physical and electronic inventory