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Status

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titledecided

Description

P2E Recommendations for Applicable Sites - Process, Implementation and Results (from Phase 3 Critical Issues). The P2E process is how Ex Libris builds the packages, databases, and portfolios for electronic resources, taking the specified data set through a “print” stage, then building the electronic components (hence, P2E). Defining the data set(s) as accurately as possible minimizes mismatched records after migration (i.e., print that should be electronic, electronic that should be print), duplication in the discovery layer, and subsequent clean-up post-migration.

Decision

FoFG recommends that Vanguard institutions follow instructions for SCP data in the local system in preparing the P2E file, with consideration for migration of order record types and creation of electronic inventory, referring to linked decision pages. FG recommends clean-up as possible for bibs with both print and electronic order subscriptions, with tracking post-migration to Vanguard if not possible. FG recommends a “sampling” approach for subscriptions that are combined print and electronic for testing in Vanguard.

Owning group

ACQ/ERM FG + Lisa Spagnolo (lcspagnolo at ucdavis dot edu)

Approver

PPC

Stakeholders

R = ACQ/ERM FG
A = PPC
C = Resource Management FG, others as needed
I = IC,ILS Data Clean-Up Group

Decision-making process

FG discussion/analysis of P2E implications for Acquisitions records and creations of portfolios. Intersecting discussions between CDL/Ex Libris, PPC, etc. for coordinated recommendation for the P2E files for the Vanguard.

Priority

Critical for Vanguard

Due date

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