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.
| TASK | References | Examples |
|---|---|---|
| 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 |
| 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 link resolver Plug-in for EBSCO: | |
| 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 |
| 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 |
| 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 | |
| CCC e-resource needs parameters filled in | Information about setting up linking parameters in Alma is located in the Library-Specific Parameters section http://tinyurl.com/jhsxjhp | |
| 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 |
| 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 |
| Publish Google Scholar Exports from Alma. Alma migration team is going to set this up for each institution but in case it was not set up, see Alma documentation. | set up the publishing task for the Google Scholar exports in Alma documentation | |
| 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 | |
| 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 | |
| Fill out CRM configuration to link to Ex Libris' SalesForce | ExL Documentation on setting up the CRM configuration in Alma. Needed to be able to communicate issues with the CKB. Sends messages to ExL's SalesForce |