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OPAL Alma/ExLibris Migration

Resources and information to help OPAL libraries with the ILS migration to Alma

EDS Holdings

Preparing EDS Holdings for Migration

  • Make sure holdings reflect what you have access to.
  • If you subscribe to resources other than those provided through OhioLINK, make a spreadsheet of package holdings in EDS (Search "selected packages" in EDS using a blank search, then copy/paste each page of results)

Create Spreadsheet of Eresource Packages

 

How to Export a List of Your Eresource Packages in EBSCO Holdings Management

1. Log into EbscoAdmin and go to Holdings Management tab

2. Do a search on packages, no search terms, and "selected" to see all your selected packages

3. Open a Google/Excel spreadsheet

4. For each page of holdings results, highlight all the rows of packages and paste into the spreadsheet, include the row header for the first page of results

  • This will show the package names, content type, # titles, # titles selected, whether hidden, etc.

5. After capturing all the packages, you can add a column for "all titles selected?" with the following formula in cells:

  • =IF(G2=E2,"yes","no")   (where G2 is # titles selected and, E2 is "available titles")
  • This will enable you to filter/sort the columns where not all titles are selected, which will inform how you select packages in Alma
  • Review list and decide if there are any (e.g. hidden, or have minimal coverage) that you will not add to Eresources activation form

6. Suggestions for additional columns:

  • Present on Eresources form? (y/n)
  • Type of resource (agg, sel, database)
  • Additional notes such as different title on form or other information that will be helpful later in Alma
  • Ohiolink resource? (y/n/opt-in)

Contributed by Lauren Marshall (John Carroll)

 

CSU also shared a Python script that will take an EBSCO Holdings Management title list export and output a package list.

https://github.com/mkov315/KB-Audit-Tool