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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.

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 resources 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 record orignated- 

ILS=migrated from local catalog  

SFX=migrated from SFX  

NON_SFX=migrated from Chancellor's SFX instance or CSULA's Summon (non-ExL migration form) 

01cals_network= a record number that includes suffix 'network', this is network originated record. (example: ocn843860400-01cals_network)

*The Task Force will create finalized lists to be used for Go-Live from these two forms.  

*Please return these two forms by July 29th, 2016.

We are asking libraries to fill out the lists and return both lists to the ERM Task Force chairs:

Jessica Hartwigsen and Stacy Magedanz

Check List: http://tinyurl.com/zcabem6

Task List: http://tinyurl.com/hwpzywx

Download a copy of the lists:

Go to: File > Download As > Microsoft Excel


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


Known issues


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