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:
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
WHERE DID OUR VERDE DATA GO? Image courtesy of: Http://www.corrections.com
OUTLINE Background Preparation of data Migration of: Local fields Public and Private Notes Licenses and License Terms Admin information Access Information Vendor Information
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
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
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.