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SHIFTING, SORTING AND SWAPPING: Getting Verde ready to migrate to Alma Presented by: Evelyn Bruneau B. H. Ecol, M.L.I.S Naomi Maendel University of Manitoba ELUNA 2014 April 26, 2014 Montreal, Quebec Slide 2 WHERE DID OUR VERDE DATA GO? Image courtesy of: Http://www.corrections.com Slide 3 OUTLINE Background Preparation of data Migration of: Local fields Public and Private Notes Licenses and License Terms Admin information Access Information Vendor Information Slide 4 BACKGROUND INFORMATION 2000-2009 used a home-grown ERM (Microsoft Access Database) 2009 purchased Verde Heavy users of Verde Created Local fields Customized drop-down options Slide 5 IMPLEMENTATION TIMELINE June 2013 Alma implementation began July-August 2013 Data Mapping and Configuration September 2013 Test Load of Data November 2013 Verde clean-up began September-December 2013 Data and Process Testing December 30-31, 2013 Alma Go Live Slide 6 VERDE-PUBLIC NOTES Slide 7 PUBLIC NOTES URESOLVER Slide 8 ALMA-PUBLIC NOTES Slide 9 Slide 10 MIGRATION OF VERDE INTERNAL AND LOCAL NOTES Slide 11 VERDE INTERNAL NOTES Slide 12 ALMA PRIVATE NOTE Slide 13 Slide 14 Slide 15 VERDE LOCAL FIELDS Slide 16 VERDE LOCAL FIELDS IN ALMA Slide 17 VERDE-LOCAL FIELDS Slide 18 CLEAN-UP OF LOCAL FIELDS Slide 19 Slide 20 NOTES-IN A NUTSHELL https://www.flickr.com/photos/go _greener_oz/ Slide 21 Naomi Maendel, Electronic Serials Specialist manage ejournal collections and individual subscriptions troubleshooting database branding/openURL linking usage statistics collection Slide 22 Migration Success Stories http://marshallmashup.usc.edu/ Slide 23 Linking from SFX Slide 24 Linking in Alma Slide 25 Notes in Verde Slide 26 Slide 27 Notes in Alma Slide 28 Access Info in Verde Slide 29 Access Info in Alma Slide 30 Vendor Contacts in Verde Slide 31 Vendor Contacts in Alma Slide 32 Vendor Record in Alma Slide 33 Admin/Stat info in Verde Slide 34 Admin/Stat info in Alma Slide 35 Slide 36 Slide 37 Problems (or, Very Mixed Success) Makemymood.com Slide 38 Admin in Verde: Slide 39 Vendor in Verde Slide 40 Slide 41 Admin in Alma Slide 42 Licenses in Verde Slide 43 License Linking Slide 44 Licenses in Alma Slide 45 Slide 46 Conclusion Notes for e-products that existed in SFX and Verde will migrate, but will require cleanup in Alma Notes for locally created Standalones and Packages, that do not have a corresponding SFX entry, will not migrate; notes will have be added manually to Alma Access info will all migrate to the interface in Alma, in the Notes Tab. Easily cleaned by deleting the interface and remaking it. Vendor Contacts will require some cleanup in Alma after migration Admin info will migrate if it has a vendor record in Verde. Highly recommended that you request an admin extract from Ex Libris. License info will migrate with their attachments and links, but the License terms will require cleanup and filling out. Backup before migration essential. Slide 47 Thank You Evelyn Bruneau B. H. Ecol, M.L.I.S Electronic Resources Specialist evelyn.bruneau@umanitoba.ca evelyn.bruneau@umanitoba.ca 204.474.6780 Naomi Maendel Electronic Serials Specialist naomi.maendel@umanitoba.ca naomi.maendel@umanitoba.ca 204.480.1410