...
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.
There is a FAQ that includes information about filling out the P2E form: Q&A from Basecamp
Instructions:
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 (serial or monograph titles; standalone or in a package), package (a group of portfolios sold together), and database (does not have portfolios, such as abstracting and indexing databases). While labeling collections as package or database will not affect migration, it will affect analytics in Alma. 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 this page, especially the SFX Cleanup for Alma Migration.
...
2. eJournals
Do not migrate electronic journal bibliographic records if also activated in your SFX instance or the Chancellor SFX instance.
Example: ejournals in an electronic collection (SFX target) or stand alone titles such as Chronicle of Higher Education (stand alones are usually available in the Misc. eJournals target in SFX).
Exception -- you may choose to migrate a record (as suppressed) if it has an order attached to it.
3. ebooks
Do not migrate ebook records if also activated in your SFX instance or the Chancellor SFX instance.
Examples of ebook targets in your SFX instance: ebl ebook perpetual titles, misc. ebooks target, Springer ebooks target.
Examples of merged targets in SFX Chancellor instance: ACLS Humanities, ebrary Academic Complete, past CSU-wide DDA purchased titles. Here is a complete list of shared ebook collections to be managed in NZ.
Exception -- you may choose to migrate a record (as suppressed) if it has an order attached to it.
Note: If you migrate your collections and don't link to the records in the CZ, then you will be responsible for maintaining your collection.
Final Recommendation: for e-book collections and purchased packages is to link to the corresponding collections in the Community Zone (CZ).
We also recommend linking individual e-book titles to the CZ when possible (i.e., a title may be available in a miscellaneous collection).
...
2. Migrate MARCIVE records (Documents without Shelves). MARCIVE records can be identified in the 040 field – look for: |dGPO and/or |dMvI Note: Forthcoming webinar with Ex Libris.
3. 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.
...