EBSCO FOLIO Licenses to Alma Guide
License Migration
- License details (core license attributes such as license code, start date, and vendor)
- Terms (the DLF-ERMI terms which represent the license terms) – non-repeatable. Alma supports a fixed list of license terms, as listed below. The type of enumeration for the license terms is listed below in the License Terms and Types table.
- Notes (repeatable)
License attachments are not supported from FOLIO licenses.
File Expected from FOLIO
Ex Libris expects a single file from FOLIO for licenses: Orders_LicenseDetailswithTermsofUseforOrders_<date>.csv. Provide the file exactly as exported from FOLIO.
Since FOLIO is open source, the actual fields may be different for different institutions. If your list of fields is not close to this list of fields, consult with your Ex Libris project representative and they will consult with the migration expert.
The fields expected are:
Incoming Field | Description |
---|---|
Order Name | License Name |
Order Number | License Code |
Supplier/Agent | Vendor code for the license |
Authorized Users | See License Terms and Types |
Governing Jurisdiction | See License Terms and Types |
Governing Law | See License Terms and Types |
Indemnification by Licensee | See License Terms and Types |
Indemnification by Licensor | See License Terms and Types |
All Rights Reserved | See License Terms and Types |
Confidentiality of Agreement Required | See License Terms and Types |
Confidentiality of Agreement Required Note | See License Terms and Types |
Confidentiality of User Information Protected | See License Terms and Types |
License Notes | Notes |
URL1 Type | Each URL/Type combination is migrated to a license URL |
URL1 | |
URL2 Type | |
URL2 | |
URL3 Type | |
URL3 | |
URL4 Type | |
URL4 | |
License Start Date | Start date |
License End Date | End date |
License Location | Use Alma Location table in migration form |
License Status | Use Alma License Status table in migration form |
Archiving Allowed | See License Terms and Types |
Archiving Allowed Note | See License Terms and Types |
Archiving Format | See License Terms and Types |
Perpetual Access | See License Terms and Types |
Perpetual Access Note | See License Terms and Types |
Copy Digital | See License Terms and Types |
Copy Digital Note | See License Terms and Types |
Copy Print | See License Terms and Types |
Copy Print Note | See License Terms and Types |
Course Pack Electronic | See License Terms and Types |
Course Pack Electronic Note | See License Terms and Types |
Course Pack Print | See License Terms and Types |
Course Pack Print Note | See License Terms and Types |
Distance Education | See License Terms and Types |
Distance Education Note | See License Terms and Types |
Fair Use Clause | See License Terms and Types |
Fair Use Clause Note | See License Terms and Types |
Applicable Copyright Law | See License Terms and Types |
ILL Electronic | See License Terms and Types |
ILL Electronic Note | See License Terms and Types |
ILL Print | See License Terms and Types |
ILL Print Note | See License Terms and Types |
ILL Secure Electronic | See License Terms and Types |
ILL Secure Electronic Note | See License Terms and Types |
Link Electronic | See License Terms and Types |
Link Electronic Note | See License Terms and Types |
Reserves Electronic | See License Terms and Types |
Reserves Electronic Note | See License Terms and Types |
Reserves Print | See License Terms and Types |
Reserves Print Note | See License Terms and Types |
Scholarly Sharing | See License Terms and Types |
Scholarly Sharing Note | See License Terms and Types |
Other Restrictions | See License Terms and Types |
Walk-ins | See License Terms and Types |
Walk-ins Note | See License Terms and Types |
Concurrent Users | See License Terms and Types |
Concurrent Users Note | See License Terms and Types |
Migration Form
Complete the following sections of the migration form, available at EBSCO ERM Migration Form.xlsx. Submit this form along with your files to the Ex Libris MFT, according to 'FTP Drop Point Delivery and Form', below.
Questionnaire tab
The Institution and Customer questions on the Questionnaire tab are for informational purposes only.
Alma Location Map
Use the Alma Location Map to change incoming FOLIO license storage locations to Alma storage location codes. The values in columns C and D are also loaded to the License Storage Location code table in Alma:
FOLIO License Location: The values in the License Location field in FOLIO.
Description: The description of the License Location field, if necessary. This column is not used in migration.
Alma License Storage Location Code: the code for the license storage location in Alma. This column is used to generate the License Storage Location code table in Alma.
Alma License Storage Location Description: the description of the license storage location in Alma. This column is used to generate the LIcense Storage Location code table in Alma.
Alma License Status Map
Use the Alma License Status map to change incoming FOLIO License Status field to the Alma license status.
FOLIO License Status: The values in the License Status field in FOLIO.
Description: the description of the License Status field, if necessary. This column is not used in migration.
Alma Status: The status of the license in Alma. Acceptable values are: DRAFT, ACTIVE, DELETED, EXPIRED, RETIRED.
License Terms Values
There are some license terms in FOLIO which have customized License Term Values for the Enumeration Type of a license term. Alma does not allow customized License Term Values, therefore you must map incoming customized values using the "License Terms Values" map in the migration form. For example, the customized value 'Single chapters only' might be mapped to PERMITTED. The acceptable values are listed in the dropdown box on the form.
FOLIO License Term Values: The list of possible values for all FOLIO License Terms. Include all values, not just the customized values.
Description: A description of the term values, if necessary. This column is not used in migration.
Alma Term Values: Acceptable values are: YES, NO, UNKNOWN, PERMITTED, PROHIBITED, SILENT, UNINTERPRETED, NOTAPPLICABLE.
License Terms and Types
- LicenseTermsYesNo = Yes, No
- LicenseTermsPermittedProhibited = Prohibited, Permitted, Silent
- LicenseTermsUOM = CALENDARDAY, BUSINESSDAY, WEEK or free text
- FREE-TEXT = note field
In the migration form, customers may not change the FOLIO to Alma license term mapping, nor may they change the type of enumeration of the license term. You MAY change the default section in Alma for the license term.
FOLIO License Term | Alma License Term Code | Type of Enumeration |
Default Section in Alma:
this may be changed in the
migration form
|
---|---|---|---|
Authorized Users | AUTHUSERDEF | FREE-TEXT | Authorized User |
Authorized Users Note | AUTHUSERDEFN | FREE-TEXT | Authorized User |
Fair Use Clause Indicator | FAIRUSE | LicenseTermsYesNo | Terms of Use |
Database Protection Override Clause Indicator | DATAPROTOVERC | LicenseTermsYesNo | Terms of Use |
All Rights Reserved Indicator | ALLRIGHTS | LicenseTermsYesNo | Terms of Use |
Citation Requirement Detail | CITREQD | FREE-TEXT | Terms of Use |
Digitally Copy | DIGCOPY | LicenseTermsPermittedProhibited | Restrictions |
Digitally Copy Note | DIGCOPYN | FREE-TEXT | Restrictions |
Print Copy | PRINTCOPY | LicenseTermsPermittedProhibited | Restrictions |
Print Copy Note | PRINTCOPYN | FREE-TEXT | Restrictions |
Scholarly Sharing | SCHOLSHARE | LicenseTermsPermittedProhibited | Restrictions |
Scholarly Sharing Note | SCHOLSHAREN | FREE-TEXT | Restrictions |
Distance Learning | DISTANCE | LicenseTermsPermittedProhibited | Restrictions |
Distance Learning Note | DISTANCEN | FREE-TEXT | Restrictions |
ILL General | ILLPRINTFAX | LicenseTermsPermittedProhibited | Restrictions |
ILL Secure Electronic | ILLSET | LicenseTermsPermittedProhibited | Restrictions |
ILL Electronic (email) | ILLELEC | LicenseTermsPermittedProhibited | Restrictions |
ILL Record Keeping | ILLRKRI | LicenseTermsYesNo | Restrictions |
ILL Record Keeping Note | ILLN | FREE-TEXT | Restrictions |
Course Reserve | COURSERES | LicenseTermsPermittedProhibited | Restrictions |
Course Reserve Note | COURSERESNOTE | FREE-TEXT | Restrictions |
Electronic Link | ELECLINK | LicenseTermsPermittedProhibited | Restrictions |
Electronic Link Note | ELECLINKNOTE | FREE-TEXT | Restrictions |
Course Pack Print | COURSEPACKPRINT | LicenseTermsPermittedProhibited | Restrictions |
Course Pack Electronic | COURSEPACKELEC | LicenseTermsPermittedProhibited | Restrictions |
Course Pack Note | COURSEPACKN | FREE-TEXT | Restrictions |
Remote Access | REMOTE | LicenseTermsYesNo | Restrictions |
Remote Access Note | WALKIN | FREE-TEXT | Restrictions |
Other Use Restrictions (Staff Note) | OTHERUSERSTRN | FREE-TEXT | Restrictions |
Perpetual Access Right | PERPETUAL | LicenseTermsYesNo | Perpetual Rights |
Perpetual Access Holdings | PERPETUALH | FREE-TEXT | Perpetual Rights |
Perpetual Access Note | PERPETUALN | FREE-TEXT | Perpetual Rights |
Licensee Termination Right | LEETERMRIGHT | LicenseTermsYesNo | Termination Obligations |
Licensee Termination Condition | LEETERMCOND | FREE-TEXT | Termination Obligations |
Licensee Termination Condition Note | LEETERMCONDN | FREE-TEXT | Termination Obligations |
Licensee Notice Period for Termination (Number) | LEENOTICE | FREE-TEXT | Termination Obligations |
Licensee Notice Period for Termination (Unit) | LEENOTICEUOM | LicenseTermsUOM | Termination Obligations |
Licensor Termination Right | LORTERMRIGHT | FREE-TEXT | Termination Obligations |
Licensor Termination Condition | LORTERMCON | FREE-TEXT | Termination Obligations |
Licensor Termination Condition Note | LORTERMCONN | FREE-TEXT | Termination Obligations |
Licensor Notice Period for Termination (Number) | LORNOTICE | FREE-TEXT | Termination Obligations |
Licensor Notice Period for Termination (Unit) | LORNOTICEUOM | LicenseTermsUOM | Termination Obligations |
Termination Right Note | TERMRIGHTN | FREE-TEXT | Termination Obligations |
Termination Requirements | TERMREQS | FREE-TEXT | Termination Obligations |
Termination Requirements Note | TERMREQSN | FREE-TEXT | Termination Obligations |
Governing Law | GOVLAW | FREE-TEXT | Obligations |
Governing Jurisdiction | GOVJUR | FREE-TEXT | Obligations |
Applicable Copyright Law | APPCLAW | FREE-TEXT | Obligations |
Cure Period for Breach (Number) | CUREBREACH | FREE-TEXT | Obligations |
Cure Period for Breach (Unit) | CUREBREACHUOM | LicenseTermsUOM | Obligations |
Renewal Type | RENEWTYPE | FREE-TEXT | Obligations |
Non-Renewal Notice Period (Number) | NONRNOTICE | FREE-TEXT | Obligations |
Non-Renewal Notice Period (Unit) | NONRNOTICEUOM | LicenseTermsUOM | Obligations |
Archiving Right | ARCHIVE | LicenseTermsYesNo | Perpetual Rights |
Archiving Format | ARCHIVEFMT | FREE-TEXT | Perpetual Rights |
Archiving Note | ARCHIVEN | FREE-TEXT | Authorized User |
Concurrent Users | CONCURUSER | FREE-TEXT | Authorized User |
Concurrent Users Note | CONCURUSERN | FREE-TEXT | Authorized User |
The following license terms are not standard Alma license terms but are added by migration. | |||
Pre-Print Archive Allowed | PREPARCHALL | LicenseTermsPermittedProhibited | Restrictions |
Pre-Print Archive Conditions | PREPARCHCOND | FREE-TEXT | Restrictions |
Pre-Print Archive Restrictions (Number) | PREPARCHRESTN | FREE-TEXT | Restrictions |
Pre-Print Archive Restrictions (Unit) | PREPARCHRESTUOM | LicenseTermsUOM | Restrictions |
Pre-Print Archive Note | PREPARCHNOTE | FREE-TEXT | Restrictions |
Post-Print Archive Allowed | POSTPARCHALL | LicenseTermsPermittedProhibited | Restrictions |
Post-Print Archive Conditions | POSTPARCHCOND | FREE-TEXT | Restrictions |
Post-Print Archive Restrictions (Number) | POSTPARCHRESTN | FREE-TEXT | Restrictions |
Post-Print Archive Restrictions (Unit) | POSTPARCHRESTUOM | LicenseTermsUOM | Restrictions |
Post-Print Archive Note | POSTPARCHNOTE | FREE-TEXT | Restrictions |
Incorporation of Images Figures and Tables Right | IMAGESRIGHT | LicenseTermsPermittedProhibited | Restrictions |
Incorporation of Images Figures and Tables Note | IMAGESNOTE | FREE-TEXT | Restrictions |
Public Performance Right | PUBPERFRIGHT | LicenseTermsPermittedProhibited | Restrictions |
Public Performance Note | PUBPERFNOTE | FREE-TEXT | Restrictions |
Training Materials Right | TRAINRIGHT | LicenseTermsPermittedProhibited | Restrictions |
Training Materials Note | TRAINNOTE | FREE-TEXT | Restrictions |
Terms Note | TERMSNOTE | FREE-TEXT | Terms of Use |
Local Use Terms Note | LOCALUSENOTE | FREE-TEXT | Terms of Use |
Other Use Restrictions (Public Note) | OTHERUSEPUBNOTE | FREE-TEXT | Restrictions |