ALMA 360 KB AND YOU 360 KB data

ALMA 360 KB AND YOU

360 KB data migration Agenda ■ Review process ■ Review the post-migration files ■ Review several cases in Alma ■ Fixes and next steps

Process review ■ Activate eresources from the CZ ■ Submit 3 files: – Database details – Tracked Ebooks – Tracked e. Journals ■ Matched to e-collections in Alma – Report comes back from Ex. Libris – Linked from testload email – Files in dropbox https: //www. dropbox. com/sh/pi 3 f 648 bxv 9 o 3 vj/AABb. Skvg. WT 2 XKOHsv. I_tyh 8 Ba? dl=0

Total submitted databases from DB details Total which found a CZ match Missed – technical error occurred GAP – There is no e-collection in Alma for this 360 DB Hidden – deprecated by 360 KB team and not migrated Local – custom DB created in 360 KB and cannot be transferred to Alma Total titles from unmatched databases Activated in Alma – selective and Activate. All NOT Activated in Alma – selective and Activate. All

Interpreting results ■ Local Databases – must be added manually or discarded ■ Hidden databases – must be added manually – updated? ■ Gap databases – not available in Alma – use another collection or local collection ■ Missed matches – technical errors – report to Ex. Libris

What to look for in Alma ■ Electronic collections are assigned tag Originating system ID CZ_INST ■ Electronic portfolios are assigned tag Originating system ID NONSFX ■ Check that titles migrated with correct number of portfolios – Different vendors, different schedules… ■ Check material types ■ Verify services ■ Check access in Primo*

Case Study - Early American Imprints ■ Shows up on report as Hidden – meaning a deprecated 360 KB collection ■ This appears to be a zero-title database (no portfolios) ■ Search in Alma IZ and CZ – IZ shows a match on the Supplement II – an untracked 360 KB collection ■ How did this match? – CZ shows several ■ Fix: identify the correct CZ record to activate (Readex v Newsbank) – Activate or Order in Alma – Eh, we just cancelled it so I won’t lose any sleep…

Case study – Academic Search Complete • Linked to CZ • Activate. ALL package • Originating system: CZ_INST • Check the service for linking • Test Access at portfolio level • Primo test - pending

Case study – Cambridge Journals • Linked to CZ • Selective package • Originating system: CZ_INST • Check the Coverage under service • Primo test - pending

Case study – Early English Books Online • Linked to CZ • Selective package – appears to be a composite package • Five 360 KB collections mapped into 1 Alma collection. • No portfolios have ID’s – can search by title, but not View in Discovery • Fix: review entitlements with vendor – select correct CZ package

Use Container CZ collections ■ Unmatched collections ■ EEBO is an example - the 5 separate 360 KB collections are not represented in Alma but a composite collection (EEBO: Early English books online) exists ■ Science. Direct* - we only subscribe to a subset of Science. Direct journals that aren’t part of a defined package (GAP). – Use the broad package and make it selective – 360 KB file format woes *Search ‘Science direct’ in CZ

Titles without identifiers ■ Titles in selective collections (not all titles are subscribed) missing identifiers (ISSN or ISBN) are not loaded ■ The collection will be activated, but titles with missing identifiers will not be present and must be added manually – Except EEBO – why did they get loaded? ■ How did this happen? – Anything published before ISBN/ISSN were in use ■ Fix – – Activate the entire collection, then remove the titles you don’t have rights to access

Titles from non-matched databases ■ This is the list of portfolios that did not load because they were in the set of nonmatched databases – Missed / GAP / Hidden / Local ■ Fix: depends on the problem – GAP collections don’t exist – Local collections probably should not be migrated – Hidden collections are deprecated and should be updated

Proxy fixes ■ Make sure your proxy is enabled for non-free collections ■ Electronic collection > proxy enabled = No > Free (service) = not free ■ Fix: manually turn on proxy

Create Local Electronic Collection ■ You create and activate local electronic collections from Community Zone records if your resources exist in the Community Zone, or directly from vendor resources if you obtain your resources from a publisher or publisher aggregator or agent. ■ Resources > Create Inventory > Add Local Electronic Collection ■ Less desirable than linked CZ collections as they are not maintained by the CZ ■ Use the Excel bulk loader template ■ Limit of 5000 records* * Is that true?

Resources ■ 360 Link Resolver Activation Report https: //knowledge. exlibrisgroup. com/Alma/Implementation_and_Migration/Migration_Guides/El ectronic_System_Migrations/360_Link_Resolver_Activation_Report ■ Working with Hidden DB https: //knowledge. exlibrisgroup. com/360_KB/Knowledge_Articles/360 KB_Hidden_Data bases ■ Bulk portfolio loader https: //knowledge. exlibrisgroup. com/Alma/Product_Documentation/010 Alma_Online_H elp_(English)/040 Resource_Management/050 Inventory/020 Managing_Electronic_Resou rces#Adding. 2 C_Updating. 2 C_or_Removing_Portfolio_Information_in_Bulk_Using_an_ Excel_File ■ Portfolio loader template https: //knowledge. exlibrisgroup. com/Alma/Product_Documentation/010 Alma_Online_Help_(En glish)/040 Resource_Management/050 Inventory/020 Managing_Electronic_Resources/020 The _Bulk_Portfolio_Information_File