Challenges and Lessons Learned in CSU Millennium to Alma Migration
The migration from CSU Millennium to Alma presented various data profiling challenges and migration points, such as data cleanup recommendations, handling of electronic resources, post-migration cataloging issues, and unique complications in managing Alma instances across campuses. Lessons include the need for improved data profiling standards, adjusting to post-migration adjustments, and integrating systems efficiently.
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CSU MILLENNIUM TO ALMA MIGRATION DATA PROFILING, CATALOGING AND LESSONS LEARNED Oscar Raab CSU Morgan Library Alma Certified Admin
DATA PROFILING - GENERAL Ex Libris 2.5 pages of recommendations for data cleanup Ensure all records have 245 title Clean up dupe records Clean up bad Unicode Remove old codes: location, status, etc. In Hindsight Fixed OCLC MARC standard fields Alma integrates LoC MARC standards
DATA PROFILING - OTHER Other Data Migration Points Local Authorities didn t migrate, had to extract and import post migration DDA records chose not to migrate, reloaded post-migration using PDA functionality Checkin records don t exist in Alma, not all checkin data migrated, and what did is lacking
DATA PROFILING ELECTRONIC RESOURCES Electronic Resources in Alma Records handled differently from physical resources Linking info doesn t come out of bib, but from portfolio Proxy is institutional setting, applied dynamically Availability not defined by location code, but by library Electronic resource migration Print to Electronic (P2E) conversion record mapping Migration didn t happen completely many electronic titles migrated as physical
CATALOGING Post-migration issues and adjustment New record hierarchy holdings record in between bib and items, portfolios for electronic resources Analyzed serial titles (bound-withs) MARC validation Authority control Delayed update to public catalog
TWO CAMPUS COMPLICATIONS Fort Collins and Pueblo share the same Alma instance Each campus has its own Primo instance (discovery layer) Alma integrations tend to favor a single library One holding symbol in OCLC synchronization One link resolver when exporting electronic titles PubMed provider info
PROSPECTOR INTEGRATION Bibliographic records Straightforward - MARC is MARC Inventory records Alma allows customized inventory data selection Publishing Profiles - highly customizable method for outputting records Includes inventory data (normal export does not) Can publish full sets of records, or incremental (changes since last export) Can be scheduled
QUESTIONS? OSCAR.RAAB@COLOSTATE.EDU
