SFX Clean-up for ALMA Migration
There should not be too much cleanup necessary but an SFX team member at each library received an Incomplete Activation report which lists what needs to be cleaned up.
Also I suggest looking at the lists of Merged Targets / Shared Resources and seeing if anything needs to be unmerged or merged.
List of Merged Targets/Shared Resources
SFX vs. ILS data in the final load
If there is a portfolio available in SFX and your ILS, you should exclude the ILS electronic version of that title from your data extract. You should only migrate the physical version of that title. These titles should be left off of your P2E migration form. Only include electronic titles in the migration form that are not in SFX.
If your library imported ILS records into SFX, please do not migrate these records. If the target is a getFullTxt target in SFX, just before migration, deactivate the target or targets so that they do not migrate to Alma.
The exception
The only case where you will migrate records from your ILS that are available in SFX is if:
You are migrating acquisitions data and there is an order record attached to the ILS version of the title
In this exceptional case, you will see duplicates in Alma for records that exist in both SFX and your ILS that have an order record attached. In Alma, you should only see duplicate records that represent ILS records that have an order record attached.
Walk through the following diagram to visualize what will happen during the migration to ILS records that are also in SFX:
