ERM Task and Check Lists for Testing e-Collections Post-Migration
There are two lists for testing Full Text e-resources migrated from SFX to Alma.
- The Task List includes items for e-resources that we know do not migrate from SFX to Alma and will need to be set up post-migration.
- The Check List includes items that should migrate from SFX to Alma but need testing to ensure the e-resources migrated correctly and are functional.
- Link Resolver Redirect URLs
- SFX Readiness includes information and guidelines for preparing SFX for migration to Alma. This will make the post-migration Task and Check lists faster to complete.
- Alma/Primo Pre Go-Live Task List Look at this list to be sure the migration is as clean as possible to speed up the post-migration lists.
Each lists has a Reference column with links to documentation, instructions or testing materials that can be used for the post-migration checks and tasks. Some of this information is available on the wiki under the ERM Task Force page, in the Alma ERM Resources section. Reminder that FULL TEXT SFX data was migrated at the end of March, any target or portfolio changes made to SFX after March will not be reflected in Alma.
Please use to test your Institutional Zone (IZ) and the Network Zone (NZ). Your inherited/merged FULL TEXT e-collections will only appear in the NZ, shared resources will NOT appear in the IZ.
*Local SFX e-resources => IZ
*Inherited/Merged FULL TEXT e-resources (normally found in the SFX Chancellor's instance) => NZ (AVAILABLE FOR=electronic collection HELD BY=migrate ILS record)
*Not sure why some records landed where they did? Check Mallory's Migration Decision Tree diagram shows where records migrated.
*Originating System ID: click on title link to see where a record originated.
ILS=migrated from local catalog
SFX=migrated from SFX
NON_SFX=migrated from Chancellor's SFX instance or Summon (non-ExL migration form)
01cals_network= a record number that includes suffix 'network', this is a record that originated in the NZ. (example: ocn843860400-01cals_network)
Check List: This checklist is for items and settings for e-resources that should have migrated from SFX. Make sure e-collections migrated and are working. This will take some time so may want to share the items on this list.
Task List: This list is for items that are known to NOT migrate from SFX to Alma and may need to be set up post-migration.
During technical freeze, Ex Libris recommends that users stay out of the production environment as much as possible.
The Ex Libris Migration Team deletes, loads, and re-indexes data on a continual, as-needed basis in order to meet the cutover schedule. Therefore, Ex Libris cannot warrant the uptime or the performance of Alma during config freeze -- though it will actually be up and running during most of that time.
If users do log into Alma during config freeze, they should be aware of these caveats (and potentially other inconsistent behavior):
* Any changes made -- to data or to config -- will be lost and have to be re-done after the official cutover delivery.
* User sessions may be interrupted without warning if Migration needs to continue work by restarting Alma for any reason.
* Data may change during a user's session, due to ongoing migration work.
* Temporary error screens may appear at unforeseen times, due to ongoing migration work.
Recommended Search for e-Resources in the NZ that were migrated from SFX:
- Alma Dropdown menu > Find Electronic Collection > where Electronic Collection > contains NAME OF eRESOURCE (this is for a single e-collection)
- Query to locate merged SFX targets in the Alma NZ:
- Do a Repository Search > Find Electronic Collection > click Advanced Search > Add Condition > check Collection Available ONLY For in Electronic Collection section > click on Add Condition button > equals > Choose Campus
See List of Known issues.