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Data Migration Guide: Shifting, Sorting, and Swapping Verde to Alma

This presentation by Evelyn Bruneau and Naomi Maendel at ELUNA 2014 discusses the process of preparing Verde data for migration to Alma. It covers background information, implementation timeline, migration steps, and best practices for successful migration. The speakers share success stories and provide valuable insights on handling various data components like local fields, notes, licenses, and more.

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Data Migration Guide: Shifting, Sorting, and Swapping Verde to Alma

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  1. 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

  2. Where did our Verde Data Go? Image courtesy of: Http://www.corrections.com

  3. Outline • Background • Preparation of data • Migration of: • Local fields • Public and Private Notes • Licenses and License Terms • Admin information • Access Information • Vendor Information

  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

  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

  6. Verde-public notes

  7. Public notes uresolver

  8. Alma-Public Notes

  9. Migration of verde internal and local notes

  10. Verde Internal Notes

  11. Alma Private note

  12. Verde local fields

  13. Verde local fields in alma

  14. Verde-Local fields

  15. Clean-up of local fields

  16. Clean-up of local fields

  17. NOTES-IN A NUTSHELL https://www.flickr.com/photos/go_greener_oz/

  18. Naomi Maendel, Electronic Serials Specialist • manage ejournal collections and individual subscriptions • troubleshooting • database branding/openURL linking • usage statistics collection

  19. Migration Success Stories http://marshallmashup.usc.edu/

  20. Linking from SFX

  21. Linking in Alma

  22. Notes in Verde

  23. Notes in Verde

  24. Notes in Alma

  25. Access Info in Verde

  26. Access Info in Alma

  27. Vendor Contacts in Verde

  28. Vendor Contacts in Alma

  29. Vendor Record in Alma

  30. Admin/Stat info in Verde

  31. Admin/Stat info in Alma

  32. Admin/Stat info in Alma

  33. Admin/Stat info in Alma

  34. Problems (or, Very Mixed Success) Makemymood.com

  35. Admin in Verde:

  36. Vendor in Verde

  37. Vendor in Verde

  38. Admin in Alma

  39. Licenses in Verde

  40. License Linking

  41. Licenses in Alma

  42. Licenses in Alma

  43. 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.

  44. Thank You • Evelyn Bruneau B. H. Ecol, M.L.I.S • Electronic Resources Specialist • evelyn.bruneau@umanitoba.ca • 204.474.6780 • Naomi Maendel • Electronic Serials Specialist • naomi.maendel@umanitoba.ca • 204.480.1410

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