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SFX Clean-up for ALMA Migration

*Check SFX Readiness List to help prepare for the SFX migration

Local SFX Instances

  1. Run the Incomplete Activation Report
    This report identifies cases where a Resource is only partially activated (for example the Target is active but the Service and Portfolio are not). If you are unsure how to run this report contact Jessica Hartwigsen.

  2. Ensure all elements of a Resource (Target, Service and Portfolio) are either Active or Inactive:
    • If a Full Text Target is migrating to Alma all elements should be active in SFX.
    • If a Full Text Target is not migrating to Alma all elements should be inactive in SFX.
  3. If you have imported records for print materials from Sierra, Millennium or Voyager into your SFX instance, ensure the Target Service is listed as GetHolding (not GetFullTxt). This will correctly prevent the print resource from migrating to Alma as an Electronic Resource.

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