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Recommendation
For SCP data in institution’s ILS, see Preparation of Campus SCP Data - Vanguard . FG concurs with recommendation regarding removal of SCP bibliographic records with no other record types attached from the ILS extract provided to Ex Libris, and the removal of SCP fields/subfields for bibliographic records that have other record types attached, including local resources. It is understood that CDL will prepare SCP data for the P2E file for the Network Zone. FG advises Vanguard campuses to prepare their records for SCP/CDL resources that may have CDL order records attached with migration outcomes in mind (re: ; this includes consideration of the order record type as electronic, electronic inventory that will be created (i.e., electronic or print), and any clean-up of electronic inventory needed post-migration to Vanguard).
For bib records that have separate orders for print and electronic formats (i.e., these are separate records on the same bib), FG recommends separating these into one record representing the electronic, and one representing the print. Include the electronic in the P2E file. If these are unable to be separated before preparing the P2E file and ILS extract, include the bib record on the P2E file and track post-migration in the Vanguard for post-migration clean-up.
For orders that represent combined print and electronic that cannot be separated (i.e., they are “bundled” into one subscription), FG recommends for Vanguard Institutions/ IZ:
Selecting a sample of titles to include in P2E file. Will Expected behavior is that these will go through Ex Libris’s process of mapping electronic holding to portfolio and leaving print.
Selecting a sample of titles to NOT include in P2E file. These will migrate as print orders, and will need to have the electronic portfolio set up in the Vanguard.
RATIONALE: Alma is designed to assume that the electronic subscription is primary, with print subscriptions waning. Ex Libris recommends that combined p+e go through the P2E process.
TEST: Creation of order types during migration process, ability to link print and electronic, benefit of preferring one approach over the other for post-Vanguard migration.
Background
From Phase 3 identification of critical issues, with slight modifications based on known factors at start of Phase 4:
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Series of Videos to Prepare for P2E: http://exl-edu.com/01_Alma/Implementation_and_Migration/Migration_Guides/P2E/#/
Page on P2E Fields and Subfields:https://knowledge.exlibrisgroup.com/Alma/Knowledge_Articles/Where_does_the_P2E_process_pull_the_fieldsubfields_that_contain_electronic_link_information_from%3F
Dependencies
Questions/Issues to consider
Action Log
Action/Point Person | Expected Completion Date | Notes | Status |
|---|---|---|---|
Create Decision Page from Phase 3 Critical Issues / | May 27, 2020 | Done | |
FG Call with Ex Libris | June 3, 2020 | Re: Leaving Combined P+E as print: For those that are left as print through migration, is it possible to create a post-migration batch to reload as an e-record? Response: Yes. Those records can be exported, withdrawn from Alma. Then repository import profile can be used to re-import the bibs and create as e-inventory. | Done. See Basecamp / Call Notes. |
FG Discussion | June 10, 2020 | ||
FG Dedicated P2E Session | June 12, 2020 | ||
FG Discussion: Refining recommendation. | June 17, 2020 |
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Incorporating Input from SCP/SFX Discussion | June 19, 2020 for June 24, 2020 | Confirming SCP data handling for Vanguard Institutions | Done. FG updated on conclusions. |
FG - finalize Decision Page | June 24, 2020 |