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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 (single titles), package ( a group of portfolios sold together), and database (a collection that does not have portfolios). For more information about portfolios, DBs and packages, please review p.8 of The Migration of Physical to Electronic (P2E) Resources and watch The Physical to the Electronic (P2E) Conversion Process. Please also review the documentation at the bottom of the page, especially the SFX Cleanup for Alma Migration.
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The Physical to the Electronic (P2E) Conversion Process (30 min. video)
Migration of Physical to Electronic (P2E) Resources in Alma
Record Load Scenarios Migration Decision Tree
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