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During migration, all inventory from your ILS is assumed to be physical unless specified otherwise in P2E file. Below, are recommendations to guide you as you create your P2E list. After you create your P2E list, we recommend that you export the file to Excel and apply filters to check that the query you used and the parameters you set didn't miss any records or include records you did not expect. The last piece is to identify
Do Not Migrate:
1. Do not migrate Serials Solutions records.
2. Do not migrate electronic journal bib bibliographic 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 link to the records in the CZ, then, you will be responsible for maintaining your collection.
Note Recommendation: 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, links to abstracts only, or publisher information links in the 856 field.
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4. Migrate the OCLC record for A&I Abstracting and Indexing databases if you would like these resources to be available in Primo. Example: ProQuest Biological Abstracts, Web of Science or AP Images. These non-fulltext resources are not available to activate in the CZ. Some libraries choose not to have bib. records for these titles because they have an A-Z List of Databases on the library website.
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SFX Cleanup for Alma Migration
Post Migration / Go Live Task:
Post-Load Review – Electronic resources review (P2E)
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