LibGuides: Alma Implementation: Data Migration and Alma Configuration

Data Migration Team

Mark Sandford (Acquisitions and Library Project Manager)
Nikki Jenkins (ITS Project Manager)
Patrick Jerry, Adger Williams (Discovery Services)
Kristi Mangine, Josh Rimmer (Borrowing Services)
Melvin Herbert, Usman Ahmad (ITS)

Migration Overview

Introduction to the Alma Configuration Process
This video provides an overview of the migration and configuration process.
Millennium and Sierra (III) to Alma Data Delivery and Migration Guide
This guide will help you provide files to Ex Libris for your test load, assist in filling out the Migration Form, and answer questions you may have on how your data moves to Alma.
Extracting Records from Millennium and Sierra (III) for Migration to Alma
This document describes the process of extracting records from Millennium (III) and was developed by Boston University Libraries, but has been updated to include Sierra as well. Sierra and Millennium have the same underlying database structure, and the extract process is the same, so this document refers to both products.

Data Testing

With the test instance delivered on Friday March 7, we have 10 business days to test the data, note any problems or issues, and report them to ExLibris.

The Using Alma for Data Testing call recording can be found here.

PDF guides to testing specific data, as well as spreadsheets for tracking are here.

Note that there are four Sample Testing Checklists based on the suggested searches provided by Ex LIbris: one general one and one each for Cooley, SCUA and Borrowing Services. These can be used to track tests and use cases specific to those areas. All other areas can use the general "Sample Testing Checklist.xlsx" sheet.

"Test Load Tracker *INTERNAL*" should be used to track any other tests or issues that aren't listed in the Sample Checklists provided by Ex Libris.

Colgate University Libraries

Alma Implementation

Data Migration Team

Migration Overview

Data Testing