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it may be helpful to have a spreadsheet identifying your electronic resources as you review what to migrate and what not. 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 step involves using filters to identify portfolio, package, and database (does not have portfolios). Please review the documentation at the bottom of the page, especially the SFX Cleanup for Alma Migration.
Do Do Not Migrate:
1. Do not migrate Serials Solutions records.
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4. Do not migrate a print record because it has: links to Finding Aids, TOCs, links to abstracts only, links to images or book reviews, or publisher information links in the 856 field.
Migrate:
1. 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. Migrate MARCIVE records (Documents without Shelves). Note: Forthcoming webinar with Ex Libris.
3. Migrate PDA/DDA collections for ebooks and streaming videos. Example: Kanopy Streaming, ebl ebook DDA program
4. Migrate the OCLC record for Abstracting and Indexing databases or other types of database (w/o portfolios) 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.
Note: 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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7. Migrate standalone ejournals and ebooks not available in SFX. You can always link to CZ if a record is available.
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Documentation:
The Physical to the Electronic (P2E) Conversion Process (30 min. video)
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