<div dir="ltr">I just realized this was the OPAL list, not Ohiolink list - so please let Heidi know what you plan to do, and she and Matt will pass this on to the implementation team at ExL.<div>Lauren<br clear="all"><div><div dir="ltr" class="gmail_signature" data-smartmail="gmail_signature"><div dir="ltr"><div dir="ltr"><div dir="ltr"><div dir="ltr"><div dir="ltr"><div dir="ltr"><div dir="ltr"><div dir="ltr"><div dir="ltr"><div><br></div><div dir="ltr">----------------------<br></div><div dir="ltr"><br>Lauren K. Marshall, MS, MLIS</div><div dir="ltr"><i>she/her/hers</i><br>Collections Analyst | C<span style="font-size:12.8px">ataloging & Metadata Department</span></div><div dir="ltr"><div>Grasselli Library and Breen Learning Center<br>John Carroll University<br>1 John Carroll Blvd.</div><div>University Heights, OH 44118</div><div><br></div><div><div style="font-size:12.8px"><div dir="ltr"><div dir="ltr"><div dir="ltr"><div dir="ltr"><div dir="ltr"><div dir="ltr"><div><font color="#38761d"><br></font></div></div></div></div></div></div></div></div><br></div></div></div></div></div></div></div></div></div></div></div></div></div><br></div></div><br><div class="gmail_quote"><div dir="ltr" class="gmail_attr">On Tue, May 21, 2024 at 7:48 AM Marshall, Lauren <<a href="mailto:lmarshall@jcu.edu">lmarshall@jcu.edu</a>> wrote:<br></div><blockquote class="gmail_quote" style="margin:0px 0px 0px 0.8ex;border-left:1px solid rgb(204,204,204);padding-left:1ex"><div dir="ltr">No new form has been uploaded yet. If you need to add individual titles, we will have to continue waiting for this to be fixed. Let your implementation consultant know that you're waiting on the fixed form to submit. <div><br></div><div>One alternate possibility is to submit the form with "by_title" indicated, but just skip the "by title" tab. In that case, the packages will be activated for you but with no titles activated, and you can add the titles after migration. It's very easy to add individual titles in a package. </div><div><br></div><div>Cheers, Lauren<br clear="all"><div><div dir="ltr" class="gmail_signature"><div dir="ltr"><div dir="ltr"><div dir="ltr"><div dir="ltr"><div dir="ltr"><div dir="ltr"><div dir="ltr"><div dir="ltr"><div dir="ltr"><div><br></div><div dir="ltr">----------------------<br></div><div dir="ltr"><br>Lauren K. Marshall, MS, MLIS</div><div dir="ltr"><i>she/her/hers</i><br>Collections Analyst | C<span style="font-size:12.8px">ataloging & Metadata Department</span></div><div dir="ltr"><div>Grasselli Library and Breen Learning Center<br>John Carroll University<br>1 John Carroll Blvd.</div><div>University Heights, OH 44118</div><div><br></div><div><div style="font-size:12.8px"><div dir="ltr"><div dir="ltr"><div dir="ltr"><div dir="ltr"><div dir="ltr"><div dir="ltr"><div><font color="#38761d"><br></font></div></div></div></div></div></div></div></div><br></div></div></div></div></div></div></div></div></div></div></div></div></div><br></div></div><br><div class="gmail_quote"><div dir="ltr" class="gmail_attr">On Tue, May 21, 2024 at 4:53 AM Rebecca Quintus <<a href="mailto:quintus@findlay.edu" target="_blank">quintus@findlay.edu</a>> wrote:<br></div><blockquote class="gmail_quote" style="margin:0px 0px 0px 0.8ex;border-left:1px solid rgb(204,204,204);padding-left:1ex"><div>
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<p class="MsoNormal"><span style="font-size:12pt;font-family:Calibri,sans-serif">Hello,<u></u><u></u></span></p>
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<p class="MsoNormal"><span style="font-size:12pt;font-family:Calibri,sans-serif">I do not recall (and I cannot find in prior basecamp conversations) whether OhioLINK uploaded a different eresource activation form to fix the issue with the title error that
individuals were receiving. Are we to work with the original OhioLINK spreadsheet which Theda had sent back in April and which your link below (step 1.) takes us? Thanks! Rebecca<u></u><u></u></span></p>
<p class="MsoNormal"><span style="font-size:12pt;font-family:Calibri,sans-serif"><u></u> <u></u></span></p>
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<b><span style="font-size:12pt;font-family:Arial,sans-serif;color:rgb(255,131,0)"><img width="431" height="106" style="width: 4.4895in; height: 1.1041in;" id="m_-2121144268863563351m_-251157993305484254Picture_x0020_3" src="cid:ii_18f9af59b4f5b16b21"><u></u><u></u></span></b></p>
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<b><span style="font-size:12pt;font-family:Arial,sans-serif;color:rgb(59,56,56)">Rebecca Quintus, MLS<u></u><u></u></span></b></p>
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<span style="font-size:10pt;font-family:Arial,sans-serif;color:rgb(255,131,0)">Director of Library Services; College Librarian for Health Professions, Pharmacy, and Sciences<u></u><u></u></span></p>
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<span style="font-size:10pt;font-family:Arial,sans-serif;color:rgb(59,56,56)">1000 N Main St | Findlay OH 45840<u></u><u></u></span></p>
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<span style="font-size:10pt;font-family:Arial,sans-serif;color:rgb(59,56,56)">419-434-4549 Office<u></u><u></u></span></p>
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<span style="font-size:10pt;font-family:Arial,sans-serif;color:black"><a href="mailto:quintus@findlay.edu" target="_blank"><span style="color:blue">quintus@findlay.edu</span></a><u></u><u></u></span></p>
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<p class="MsoNormal"><b><span style="font-family:Calibri,sans-serif">From:</span></b><span style="font-family:Calibri,sans-serif"> opal_migration_leads <<a href="mailto:opal_migration_leads-bounces@opal-libraries.org" target="_blank">opal_migration_leads-bounces@opal-libraries.org</a>>
<b>On Behalf Of </b>Heidi Beke-Harrigan via opal_migration_leads<br>
<b>Sent:</b> Friday, May 10, 2024 1:17 PM<br>
<b>To:</b> <a href="mailto:opal_migration_leads@opal-libraries.org" target="_blank">opal_migration_leads@opal-libraries.org</a><br>
<b>Cc:</b> Heidi Beke-Harrigan <<a href="mailto:heidib@ohionet.org" target="_blank">heidib@ohionet.org</a>><br>
<b>Subject:</b> [opal_migration_leads] eResource Activation Forms and Bi-Weekly Project Lead Meetings<u></u><u></u></span></p>
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<p class="MsoNormal" style="line-height:12pt;background:rgb(255,235,156)"><b><span style="font-size:10pt;font-family:Calibri,sans-serif;color:rgb(194,78,0)">UF ITS CAUTION:</span></b><span style="font-size:10pt;font-family:Calibri,sans-serif;color:black">
This email originated from outside of the organization. Do not click links or open attachments unless you recognize the sender and know the content is safe.<u></u><u></u></span></p>
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<p class="MsoNormal"><span style="font-size:12pt;font-family:Calibri,sans-serif">Hello everyone,<u></u><u></u></span></p>
<p class="MsoNormal"><span style="font-size:12pt;font-family:Calibri,sans-serif"><u></u> <u></u></span></p>
<p class="MsoNormal"><span style="font-size:12pt;font-family:Calibri,sans-serif">We’ve reached our first migration milestone today – all the draft migration forms and P2E files have been uploaded in Basecamp! As ExLibris reviews these and makes recommendations,
we will update the forms or contact you if there are any questions.<u></u><u></u></span></p>
<p class="MsoNormal"><span style="font-size:12pt;font-family:Calibri,sans-serif"><u></u> <u></u></span></p>
<p class="MsoNormal"><span style="font-size:12pt;font-family:Calibri,sans-serif">Next up are the eResource activation forms. We’ll be talking about these more during the upcoming OPAL ILS Migration Conversation on May 17. If you don’t subscribe to anything
outside of OhioLINK or just have a handful of local subscriptions that you plan on activating manually you do not need to fill out the form. Because of the complexity of the form, it’s worth considering skipping it and just setting up everything in Alma once
we get access. Just let ExLibris know through Basecamp (Institution Folder for your Migration Form since they seem to prefer that).<u></u><u></u></span></p>
<p class="MsoNormal"><span style="font-size:12pt;font-family:Calibri,sans-serif"><u></u> <u></u></span></p>
<p class="MsoNormal"><span style="font-size:12pt;font-family:Calibri,sans-serif">If you do opt to fill out the form, here’s what’s involved:<u></u><u></u></span></p>
<ol style="margin-top:0in" start="1" type="1">
<li style="margin-left:0in"><span style="font-size:12pt;font-family:Calibri,sans-serif">Start from the OhioLINK versions of the eResources Activation Form since they have the OhioLINK resources marked already. Then
you’ll add to the OhioLINK eResources Activation Form any of your OhioLINK opt-in resources (from the second spreadsheet listed
<a href="https://3.basecamp.com/3765443/buckets/36778639/messages/7349425950" target="_blank">here</a>).
<u></u><u></u></span></li></ol>
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<li style="margin-left:0in"><span style="font-size:12pt;font-family:Calibri,sans-serif">After you’ve done that, you’ll add your local subscriptions. Specifically, you’ll need to go through all of your subscriptions
for aggregated or selective packages and find them in the spreadsheet. If you subscribe to the entire package, you’ll add “Y” to the “ACTIVATE?” column; if you only subscribe to specific titles within the package, you’ll add “BY_TITLES” to the “ACTIVATE?”
column and then add the individual titles to the “TITLES” sheet. <u></u><u></u></span></li></ol>
<p class="MsoNormal"><span style="font-size:12pt;font-family:Calibri,sans-serif"><u></u> <u></u></span></p>
<ol style="margin-top:0in" start="3" type="1">
<li style="margin-left:0in"><span style="font-size:12pt;font-family:Calibri,sans-serif">For all of your individual titles, e.g., a single journal title you subscribe to that’s not part of a package, you’ll
need to first go to the last line of the SELECTIVE_PKG tab, labelled “STANDALONE,” and change the “ACTIVATE” column to “BY_TITLES” and then list all of those titles on the “TITLES” sheet as well.<u></u><u></u></span></li></ol>
<p class="MsoNormal"><span style="font-size:12pt;font-family:Calibri,sans-serif"><u></u> <u></u></span></p>
<p class="MsoNormal"><span style="font-size:12pt;font-family:Calibri,sans-serif">Finally, we’ve scheduled bi-weekly
<a href="https://info.opal-libraries.org/calendar" target="_blank">OPAL Migration Project Lead Meetings</a> starting on May 31 at 10 am. These are intended as a working space for the details of the migration process. Think of them as drop-in project lead office hours for discussion
and Q&A as you are able to attend, or specific questions arise. We will continue to post action items and updates to this listserv and on the migration pages of the web site.<u></u><u></u></span></p>
<p class="MsoNormal"><span style="font-size:12pt;font-family:Calibri,sans-serif"><u></u> <u></u></span></p>
<p class="MsoNormal"><span style="font-size:12pt;font-family:Calibri,sans-serif">Have a good weekend!<u></u><u></u></span></p>
<p class="MsoNormal"><u></u> <u></u></p>
<p class="MsoNormal">Best,<u></u><u></u></p>
<p class="MsoNormal">Heidi<u></u><u></u></p>
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Description automatically generated"></span><span><u></u><u></u></span></p>
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<p class="MsoNormal"><b><span style="font-family:Arial,sans-serif;color:rgb(33,199,228)">Heidi Beke-Harrigan, MLS, CPL<br>
</span></b><span style="font-size:10.5pt;font-family:Arial,sans-serif">Library Operations Analyst<br>
<span style="color:rgb(26,33,77)">OhioNet | Suite 275 | 570 Polaris Parkway<br>
Westerville, Ohio 43082<br>
p: (614) 484-1068 | <a href="https://www.ohionet.org/" target="_blank"><span style="color:blue">https://www.ohionet.org</span></a><br>
(she/her/hers)</span></span><u></u><u></u></p>
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<p class="MsoNormal"><a href="https://outlook.office.com/bookwithme/user/59ac9a10a391432680883f31e8542f46@ohionet.org?anonymous&ep=signature" target="_blank"><span style="color:blue;text-decoration:none"><img border="0" width="20" height="20" style="width: 0.2083in; height: 0.2083in;" id="m_-2121144268863563351m_-251157993305484254_x0000_i1025" src="https://res-h3.public.cdn.office.net/assets/bookwithme/misc/CalendarPerson20px.png"></span></a><u></u><u></u></p>
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<a href="https://outlook.office.com/bookwithme/user/59ac9a10a391432680883f31e8542f46@ohionet.org?anonymous&ep=signature" target="_blank"><span style="color:rgb(0,120,212);text-decoration:none">Book time to meet with me</span></a><span style="font-family:Calibri,sans-serif"><u></u><u></u></span></p>
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