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| TASK | References | Examples | Priority |
|---|---|---|---|
Enable Alma IPs / IP ranges to allow Alma access to and from your institution. Please NOTE, the IP ranges are in CIDR notation. | Technical Requirements for Alma and Primo implementation for more information about the IP ranges | In North America (refers to the Ex Libris Chicago data center): 66.151.7.128/26 [66.151.7.128-191] | Essential |
| Check the list of merged targets and request changes to the list, merge or unmerge a target from the Chancellor's instance. Also there is a list of shared e-book packages. | Essential | ||
| Run Incomplete Activation report on server to see if any clean up is needed in the local SFX instance. If you do not have access to the server-side on SFX, please ask Jessica for the report. | Recommend | ||
| Check local targets for correct proxy activation, auto-update and auto-activate setting. | The Incomplete Activation report can help with some of this. It is important that these are correct in SFX, if not, it will affect the updates to the Alma e-resource. | Recommend | |
| Have Elsevier Auto-Update token ready. If using Elsevier auto-load target in SFX, locate token on the server-side and use in Elsevier auto-load in Alma. | Importing Elsevier Holdings - Auto-load configuration in Alma | Note: SJSU contacted Elsevier Tech Support for the token. SJSU then set up the integration profile for Importing Elsevier Holdings in Alma. It's also possible to retrieve a token from Elsevier's Admintool (instructions). The token is good for 3 years. | Recommend |
| CCC Get It Now Targets: GIN Targets do not migrate to Alma. In SFX the targets are getDocDel and Alma only has full text collections. These CCC GIN e-collections will need to be activated post-migration. If your library has been local changes to this target, I highly recommend exporting those changes and importing them in Alma after the e-collections have been set up. These are not shared resources in the Chancellor's SFX instance. Libraries will also need the linking parameters from the SFX target services. These will need to be filled in the Collection Service linking parameters when setting up the collection in Alma. | Alma Documentation Managing Electronic Resources - go to the CCC section of the document for setting up the linking parameters. This only applies to those libraries that use CCC Get It Now in SFX. | Recommend | |
| Create a spreadsheet that contains the linking parameters from SFX. Linking Parameters (L/P) contain linking data for SFX targets. SFX Linking Parameters are the same as the Library-Specific Parameters in Alma. | The document SFX Target and Alma E-Collections Configuration Guide provides details for linking information (parser, parse params, etc) by vendors | The L/P (found in the linking information tab from the Edit Service link for electronic material) should migrate correctly from SFX to Alma but if not, then you can extract the details from your spreadsheet. If you use the Linking Parameters tool in the SFX admin, you can see a list of the active L/P for each target. | Optional |
| EBSCO Link Resolver Plug-in Alma supports the ability to check the validity of the full-text URL before presenting it to the end user through the View It services menu. This functionality is only available for EBSCOhost Full-Text URLs. The EBSCO Link Resolver Plugin performs external checks using an API that determines the most accurate available URL for the full text. This is set up in your IZ. It only works for those EBSCO databases you manage. The plug in you set up has no impact on the shared NZ EBSCO collections. At this time, it is unclear whether Jessica can set up a profile for the merged EBSCO collections in the NZ. We still suggest you implement it if you have EBSCO collections in your IZ. | Link Resolver Plugin in Integration Profiles under the General Configuration > External Systems. | The API User ID needed for Alma can be found in the Linking Parameters (L/P) in the EBSCO targets. | Optional |
| Locally Created Targets with a suffix of LCL in SFX | Export List of LCL targets from SFX to have ready for the Post-Migration Task List. Go to SFX (Test server) and Export Tool > Advanced Export Queries > choose any target ending in LCL to export. Will generate list of LCL targets. | Optional | |
| CCC Get It Now Targets | These are not merged targets and will need to be set up in the individual Alma instances. If library has made local changes to the titles in SFX, the portfolios will need to be exported from SFX imported into Alma. Can export ahead of migration and prepare the files for importing into Alma. Alma import files needs specific data to be successful. *Reminder these target do not migrate to Alma. | See Post-Migration Task List for details about the CCC Get It Now targets and setting up the e-collections in Alma. Sample spreadsheet for importing into Alma. Using Alma e-collection exported file for import. | Optional |
| SFX and bX | bX has already been configured in Primo Central for Primo. Recommendations appear in Primo results, not in Uresolver menu. | Informational |
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