ERM Post-Migration Task List
- Jessica Hartwigsen
- Michelle Swadish (Unlicensed)
Owned by Jessica Hartwigsen
This list is for items that are known to NOT migrate from SFX to Alma and may need to be set up post-migration. Included is a list of possible tasks Tech Services will have to complete post-migration. The list is similar to the tasks found in SFX. Also the tasks will help ensure e-resources are functioning correctly in Alma. Help for each task is available in References column. The task has a priority of ESSENTIAL, RECOMMENDED or OPTIONAL. If there are any issues with an e-collection or tech services settings, check ERM Known Issues to see if the issue has been reported to ExL.
Please report NZ ERM issues using new NZ ERM Problem Reporting form.
| TASK | References | Examples | Priority |
|---|---|---|---|
| Link locally created (these are the _LCL Targets in SFX) e-resources to CZ if possible | Link local electronic collection to CZ electronic collection: http://tinyurl.com/ze2hjrs & http://tinyurl.com/hlynfh5 | EMERALD_ENGINEERING_LCL link to Emerald Engineering eJournal Collection in Alma | Recommended |
| Link Resolver Plug-in for EBSCO e-collections. Currently used in SFX. SFX checks EBSCO to see if FT is available before displaying the EBSCO target in the SFX menu (Set up Integration Profile with EB API User ID and e-collection Linking Parameters EB Collection ID) | set up link resolver Plug-in for EBSCO: Once the plug-in is set up, go to the e-collection Edit service > linking information tab, and confirm the plug-in is active for that resource. | Recommended | |
| Auto Active and Auto Update flags do not migrate from SFX to Alma. Will need to set up. | Activating an Electronic Collection Using the Activation Wizard section of Managing Resource Activation | Essential | |
| Elsevier AutoLoad: If using Elsevier auto-load targets in SFX, locate token on the server-side and enter it in Elsevier auto-load in Alma. This target is also available for sharing but there is an Elsevier ebooks autoload target that some libraries are using. Library will need to set up the token for auto-load ebooks in the local Alma instance. | 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. | Recommended |
| Ovid AutoLoad: If using the Ovid AutoLoad target in SFX, this will need to be set up in Alma. Ovid is not a shared resource. | Setting up Ovid AutoLoad in Alma | Recommended | |
| Fill in LOC_ID for GaleGroup e-resources in the Alma e-collection linking parameters located in the Linking Information tab. | Information about setting up linking parameters in Alma is located in the Library-Specific Parameters section http://tinyurl.com/jhsxjhp Parameters can be found in SFX Target Service Linking Parameters (L/P). Ask SFX Admin if unable locate parameters. | LOC_ID = csuchxxx | Essential |
| Fill in FACTIVA XSID in the Alma e-collection linking parameters | Information about setting up linking parameters in Alma is located in the Library-Specific Parameters section http://tinyurl.com/jhsxjhp The current parameters can be found in SFX Target Service Linking Parameters (L/P). Ask SFX Admin if unable locate parameters. | SID=S00Ys7fYszyMTZyMTAsxxx | Essential |
| Set Ovid IPAUTH to YES | Information about setting up linking parameters in Alma is located in the Library-Specific Parameters section http://tinyurl.com/jhsxjhp | Essential | |
| CCC Get It Now e-resource need to activated in Alma post-migration and the linking parameters filled in. The SFX CCC Get It Now targets DO NOT migrate from SFX to Alma. These collections need to be set up post-migration. Linking parameters needed in the Collection Service Linking Parameters. Linking Parameters can be found in the SFX Target Services L/P (linking parameters). This only applies to those libraries that use the SFX CCC Get It Now targets. Some libraries have GIN but do not use the SFX Targets. | Information about setting up linking parameters in Alma is located in the Library-Specific Parameters section http://tinyurl.com/jhsxjhp | Essential | |
| Set up ProQuest CLIENT_ID | Information about setting up linking parameters in Alma is located in the Library-Specific Parameters section http://tinyurl.com/jhsxjhp | CLIENT_ID=XXXX | Essential |
| Westlaw Campus Research Law, News & Business is now part of the ECC. *Need SPONSORSHIP* for resource to link to vendor. If library is setting up e-collection in the IZ, will need to fill in the SPONSORSHIP | Westlaw sent each library the ID for SPONSORSHIP Information about setting up linking parameters in Alma is located in the Library-Specific Parameters section http://tinyurl.com/jhsxjhp | In Alma: $$CUSTOMER_CODE=SPONSORSHIP | Essential |
| Publish Google Scholar Exports from Alma. The ExL migration team has set up the export file needed for GS. ExL is going to post an information request to Basecamp and will provide instructions going forward. See Alma documentation for more information | ExL has set up the publishing job for the Google Scholar exports. They will send out more information during the migration. They will do the initial migration and then send out additional configuration information with instructions on Basecamp. | Documentation to remove SFX links from Google Scholar | Recommend |
| Remove e-collections that were migrated to Alma from SFX but no longer subscribed. If a target in SFX was deactivated after the SFX export to Alma, the e-collection will need to be deactivated in Alma. | Click on Delete link in e-resource to deactivate the e-resource. For more information see Delete an Electronic Collection: http://tinyurl.com/jef2kfe | Recommend | |
| Set up General Electronic Services (GES) and Display Logic located in Fulfillment Configuration-could be systems or access service task depending on the library | SFX Display Logic and GES (known as More Options in the SFX menu) is now in Fulfillment instead of a SFX Tech Services/e-Resource setting. GES would include Ask a Librarian, Report a Problem, links to Amazon or Google, Illiad display rules. GES order (known as Service Precedence in SFX) can be set up, may need Access Services or Systems to help with configuration: http://tinyurl.com/goksj2m May need to discuss with Access Services or Systems team to set up. Display Logic: http://tinyurl.com/jud5wbf GES (General Electronic Services): http://tinyurl.com/jofw4en | Recommend | |
| Fill out CRM configuration to link to Ex Libris' SalesForce | You will not need to use your Customer ID. Fill in the Salesforce ID, name and email address. The Salesforce ID is the same as your user login. | Optional | |
| SFX Modules moved to different areas of Alma | These are modules that are currently being used in SFX that are in different areas of Alma, such as Display Logic, Related Object, Proxy, Direct Linking, Updating labels (known as Translation and Display in SFX), Feedback form and Dissertations. These will need to be set up post-migration. | Recommend |