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P2E in a Consortium: One Simple Trick to Remove Unwanted Electronic Portfolios!

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Session Information

After sharing a single Aleph database for over twenty years, the University System of Maryland & Affiliated Institutions (USMAI) consortium migrated to seventeen Alma Institution Zones (IZs) with a Network Zone (NZ) in 2024. Having once used the "single record approach" to add physical and e-holdings to the same bibliographic record, we found our legacy data was ill-suited for Ex Libris' standard Physical to Electronic (P2E) process of migrating ILS data for e-resources. As designed, if any institution had e-holdings on an Aleph record, then every institution with physical holdings on the same record would get an electronic portfolio for that title in their Alma IZ. Pre-migration cleanup was not feasible, and post-migration cleanup would have been difficult in Alma. The presentation will describe some challenges of P2E and how we discovered that a simple Linux command could prevent these errant portfolios in Alma.

Alma
Intermediate
Participants will be able to recognize potential challenges in migrating e-resource data from their ILS to Alma.
Participants will be able to apply the solution to their P2E data under similar circumstances.
Jun 19, 2025 12:15 PM - 01:00 PM(America/New_York)
Venue : Marquis 103/104
20250619T1215 20250619T1300 America/New_York P2E in a Consortium: One Simple Trick to Remove Unwanted Electronic Portfolios!

After sharing a single Aleph database for over twenty years, the University System of Maryland & Affiliated Institutions (USMAI) consortium migrated to seventeen Alma Institution Zones (IZs) with a Network Zone (NZ) in 2024. Having once used the "single record approach" to add physical and e-holdings to the same bibliographic record, we found our legacy data was ill-suited for Ex Libris' standard Physical to Electronic (P2E) process of migrating ILS data for e-resources. As designed, if any institution had e-holdings on an Aleph record, then every institution with physical holdings on the same record would get an electronic portfolio for that title in their Alma IZ. Pre-migration cleanup was not feasible, and post-migration cleanup would have been difficult in Alma. The presentation will describe some challenges of P2E and how we discovered that a simple Linux command could prevent these errant portfolios in Alma.

Marquis 103/104 Ex Libris Knowledge Days and ELUNA Conference 2025 eluna-conf-planning@exlibrisusers.org
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