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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.

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Presentation on theme: "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."— Presentation transcript:

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:

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  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

10 MIGRATION OF VERDE INTERNAL AND LOCAL NOTES

11 VERDE INTERNAL NOTES

12 ALMA PRIVATE NOTE

13

14

15 VERDE LOCAL FIELDS

16 VERDE LOCAL FIELDS IN ALMA

17 VERDE-LOCAL FIELDS

18 CLEAN-UP OF LOCAL FIELDS

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20 NOTES-IN A NUTSHELL https://www.flickr.com/photos/go _greener_oz/

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

22 Migration Success Stories

23 Linking from SFX

24 Linking in Alma

25 Notes in Verde

26

27 Notes in Alma

28 Access Info in Verde

29 Access Info in Alma

30 Vendor Contacts in Verde

31 Vendor Contacts in Alma

32 Vendor Record in Alma

33 Admin/Stat info in Verde

34 Admin/Stat info in Alma

35

36

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

38 Admin in Verde:

39 Vendor in Verde

40

41 Admin in Alma

42 Licenses in Verde

43 License Linking

44 Licenses in Alma

45

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.

47 Thank You  Evelyn Bruneau B. H. Ecol, M.L.I.S  Electronic Resources Specialist    Naomi Maendel  Electronic Serials Specialist  


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