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Feb 25, 2023 •411 likes •504 views

Agenda P2E Open Office Hours Introduction & Reminders Types of E-Resources Sandbox Access - Demo General P2E questions Acquisitions Questions Portfolios, Packages, and Databases? Portfolio Title level e-resource. A

Agenda – P2E Open Office Hours • Introduction & Reminders • Types of E-Resources • Sandbox Access - Demo • General P2E questions • Acquisitions Questions
Portfolios, Packages, and Databases? Portfolio – Title level e-resource. A single book or journal. * Most titles on your P2E from Voyager will be Portfolios Package – A group of Portfolios. These can include Aggregator databases like EBSCO Academic Search Premier or a Selective Package like Gale Cengage Virtual Reference Library where you may only have access to some Titles (Portfolios) Database – a non-full-text resource used for searching and retrieving data, citations. An example includes OED Online.
Sandbox Access • Basics • Best Practices • Roles = What You Can Access CircAdmin CatAdmin
Community Zone (CZ) • What is included in the CZ? • Contributions: • Guidelines • https://knowledge.exlibrisgroup.com/Alma/Product_Documentation/010Alma_Online_Help_(English)/040 Resource_Management/040Metadata_Management/110Community_Zone_Contribution_Guidelines • Standards and Policies • http://tiny.cc/040q8y • Linking to the CZ • Searching for Collections
General P2E Questions • Can we include multiple locations for provider names on the migration form? • Voyager to Alma Migration Guide: https://knowledge.exlibrisgroup.com/Alma/Implementation_and_Migration/Migration_Guides _and_Tutorials/Voyager_to_Alma_Migration_Guide • Where should we make changes based on errors we see in the P2E report? • What happens with suppressed MFHDs? • If I delete a bib ID on the P2E file, will it still migrate?
Deleting or Skipping Resources from Migration 1. Identify and delete from Voyager any eResources you do not plan to continue to provide. - Recommended - Complete this prior to data extracts - CARLI Work Request Online, Type=Other for bulk deletes. 2. Insert an 035 with the link resolver prefix indicating the record should be skipped by migration 3. Suppress bibs so they migrate to Alma as suppressed, then bulk-delete in Alma
Acq and P2E Portfolio, Package, Database – Does it matter?  if your bib records have Purchase Orders attached it does!
Clean up After migration – there will be clean up. • combination of sources – P2E and Link Resolver – activations will have to be verified • P2E Portfolios – indicate what Packages they belong to • Resources that migrated “inactive” when they should be “active” CARLI Office staff are working on resources to help guide you through clean up.

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