Migration Guides and Tutorials

Migration Tutorials

General

• Overview of Migration
• Tips for Completing the Alma Migration Form (Video)
• Migration Data Validation Tool (Video)
• General Alma Migration – Inventory (Video)
• General Alma Migration – Fulfillment (Video)
• General Alma Migration - Acquisitions (Video)

Non-ExLibris ILS Migrations

• Millennium and Sierra (III) to Alma Acquisitions Tutorial (Video)
• Symphony (Sirsi) to Alma Acquisitions Tutorial (Video)
• Virtua (III-VTLS) to Alma Acquisitions Tutorial

Electronic Systems Migrations

• 360RM and Intota Migration (Video)
• Migration of Physical to Electronic (P2E) Resources in Alma (Video)
• Link Resolver to Alma Activations (Video)

Electronic System Migrations

Overview and P2E

• Electronic Resource Migration General

Provides an overview of electronic resources expected during migration, and how to manage duplication

• Physical to Electronic Processing(P2E)

Provides an overview of Physical to Electronic (P2E) processing

• Special Parameters for Link Resolver

The Special Parameters worksheet can help you to gather information for electronic resources which need extra configuration post-migration.

Link Resolver: E-Resource Activation Sheet

(Non-ExL Link Resolver Form)

Use this activation form if you are coming from a Link Resolver which is not supported in migration.

• E-Resource Activations(Instructions)
• E-Resource Activation Form

Link Resolver: SFX

• SFX to Alma AutoExtract Migration
• SFX to Alma Migration Guide
• From SFX to Alma

Link Resolver: 360Link

ERM: Intota/360RM

• 360 and Intota Migration Form
• 360 and Intota to Alma Migration Guide
• 360 COUNTER and Intota Assessment Migration

Link Resolver: KBart/EZB

• KBart E-Resource Activations
• Sample KBART file

(!) The KBART submitted file must have the exact column names as the sample file above.

Alma Starter

• Alma Starter Implementation and Migration Guide
• Alma Starter Config and Migration Form

ERM: EBSCO FOLIO Licenses

• EBSCO FOLIO Licenses to Alma Guide
• EBSCO FOLIO Migration Form

Note: For FOLIO ILS, see FOLIO section below

ERM: Generic

• Introduction to ERM Migration (Video)
• Download ERM license XSD
• Download ERM vendor interface XSD
• ERM to Alma Data Delivery Specification
• ERM Linking sample form
• Alma Interface List

ERM: Verde

• Verde to Alma AutoExtract Migration
• Verde to Alma Migration Guide

ILS Migrations

Note: Customers coming from the following systems should contact the Migration Team for existing generic forms: Bond, Dabis BIS-C, Evergreen, IDEA, Liberty Softlink

General

• Migration to Alma Serial Prediction
• New ILS Data Delivery Migration to Alma

Migration File Validation Tool

Validate your exported data files

• Migration File Validation Tool

The Migration File Data Validation Tool can be used by Millennium/Sierra, Symphony, Horizon, Alto Talis, and Virtua (VTLS) customers.

• Non-ExLibris to Alma Data Validation Tool(Legacy method: Excel spreadsheet)

Legacy method for validating data files available for: AbsysNET, Generic, Koha, Libero, Polaris, Solars, Spydus, TLC, WMS/OCLC.

Migration Form Validation

• Migration Form Validation Tool (Online)

Online Migration Form Validation available for: Aleph, Voyager, Millennium/Sierra, Symphony, Alto Talis, Virtua (VTLS), and Horizon

If the ILS is not listed above, the migration form is verified by the migration analyst.

AbsysNET

• AbsysNET Delivered Files List
• AbsysNET Field Mapping Form
• AbsysNET Migration Form
• AbsysNET to Alma Data Delivery and Migration Guide

Aleph

• Aleph to Alma AutoExtract Migration
• Aleph to Alma Migration Guide
• Aleph Migration Form Instructions

Alephino

• Alephino Migration Form
• Alephino to Alma Migration Guide

FOLIO (EBSCO)

• FOLIO Delivered Files LIst
• FOLIO Field Mapping
• FOLIO Migration Form
• FOLIO to Alma Migration Guide

Note: For FOLIO ERM, see ERM: FOLIO section above

Generic

• Generic Delivered Files List
• Generic Field Mapping
• Generic Migration Form
• Generic Data Delivery and Migration Guide

Horizon

• Horizon Delivered Files List
• Horizon Migration Form
• Horizon to Alma Data Delivery and Migration Guide

For Horizon migrations, customers should use the Migration File validation tool.

Koha

• Koha Migration Form
• Koha Field Mapping
• Koha Delivered Files List
• Koha to Alma Data Delivery and Migration Guide

Libero (Lib-IT)

• Libero Delivered Files List
• Libero Field Mapping
• Libero Migration Form
• Libero to Alma Data Delivery and Migration Guide

Millennium and Sierra (III)

• Millennium and Sierra (III) Migration Form
• Extracting Records from Millennium and Sierra (III) for Migration to Alma
• Millennium and Sierra (III) to Alma Data Delivery and Migration Guide
• Millennium and Sierra (III) Delivered Files List

For III migrations, customers should use the Migration File validation tool

Polaris (III)

• Polaris (III) Delivered Files List
• Polaris (III) Field Mapping
• Polaris (III) Migration Form
• Polaris (III) to Alma Data Delivery and Migration Guide

Sebina

• Sebina Delivered Files List
• Sebina Field Mapping
• Sebina Migration Form
• Sebina to Alma Data Delivery and Migration Guide

SISIS

• SISIS Delivered Files List
• SISIS Field Mapping
• SISIS Migration Form
• SISIS to Alma Data Delivery and Migration Guide

Solars (Inek)

• Solars Code Mapping
• Solars Delivered Files
• Solars Field Mapping
• Solars Migration Form
• Solars (Inek) to Alma Data Delivery and Migration Guide

Spydus (Civica)

• Spydus Delivered Files List
• Spydus Field Mapping
• Spydus Migration Form
• Spydus (Civica) to Alma Data Delivery and Migration Guide

Symphony (Sirsi)

• Symphony (Sirsi) Delivered Files List
• Symphony (Sirsi) Migration Form
• Symphony (Sirsi) to Alma Data Delivery and Migration Guide

For Symphony migrations, customers should use the Migration File validation tool.

Talis Alto (ESS)

• Talis Alto (ESS) Delivered Files List
• Talis Alto (ESS) Migration Form
• Talis Alto (ESS) to Alma Data Delivery and Migration Guide

For Talis Alto migrations, customers should use the Migration File validation tool. The field mapping form is no longer in use.

The Library Corporation (TLC)

• TLC Delivered Files List
• TLC Field Mapping Form
• TLC Migration Form
• TLC to Alma Data Delivery and Migration Guide

Virtua (III-VTLS)

• Virtua (III-VTLS) Delivered Files List
• Virtua (III-VTLS) Migration Form
• Virtua (III and VTLS) to Alma Data Delivery and Migration Guide

For Virtua (III-VTLS), customers should use the Migration File validation tool.

Voyager

• Voyager to Alma AutoExtract Migration
• Voyager to Alma Migration Guide
• Voyager to Alma Migration Tutorial

WMS (OCLC)

• WMS (OCLC) Migration Form
• WMS (OCLC) Field Mapping Form
• WMS (OCLC) Delivered Files List
• WMS (OCLC) to Alma Data Delivery and Migration Guide

Consortia/Combining/Separating

Leganto/Courses

Ares

Ares to Leganto/Alma Migration Guide

Ares to Leganto/Alma Migration Form

Post-Migration

Testing Migrated Data

• Testing Fulfillment Data Migration to Alma
• Testing Resource Management Data Migration to Alma
• Testing Acquisitions Data Migration to Alma
• Sample Testing Checklist

Post-Migration Training videos

• Providing Staff Users Access to Alma after Migration
• Creating Purchase Orders for Subscribed Print Serials after Migration
• Creating Electronic Portfolios Missed During Migration
• Assigning Process Types(Technical Migration Status Cleanup)

Post-Migration Tasks (Optional)

• Post-Migration clean-up of e-resources
• How to Handle Large Volume of Borrowed ILL/RS Items During Cutover