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• 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 (see SCP, SFX, and related resource records handling for eResource records in NZ - VANGUARD ). FG advises Vanguard campuses to prepare their records for SCP/CDL resources that may have CDL order records attached with migration outcomes in mind; this includes consideration of the order record type 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. 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.

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