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<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif">Thanks!<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif"><o:p> </o:p></span></p>
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<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif">Kathleen Aufderhaar<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif">Technical Services & Systems Librarian<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif">Musselman Library, Bluffton University<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif">Voice: 419-358-3414<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif">Fax: 419-358-3384<o:p></o:p></span></p>
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<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif"><o:p> </o:p></span></p>
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<p class="MsoNormal"><b><span style="font-size:11.0pt;font-family:"Calibri",sans-serif">From:</span></b><span style="font-size:11.0pt;font-family:"Calibri",sans-serif"> opal_migration_leads <opal_migration_leads-bounces@opal-libraries.org>
<b>On Behalf Of </b>Matt Polcyn via opal_migration_leads<br>
<b>Sent:</b> Thursday, June 20, 2024 8:37 AM<br>
<b>To:</b> OPAL Alma Migration Leads Mailing List <opal_migration_leads@opal-libraries.org><br>
<b>Cc:</b> Matt Polcyn <mattp@ohionet.org><br>
<b>Subject:</b> Re: [opal_migration_leads] {external} Week of 6/10 OPAL Migration Digest<o:p></o:p></span></p>
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<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif">Hi Kathleen,<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif">The meeting had not been posted yet, mostly because we hadn’t decided where to put the Project Leads recordings (whether to separate them from the more general Migration Conversation).
<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif">However, we’ve gone ahead and posted the recordings from the two Project Leads meetings in the same space with the others. You can find the recordings for all the migration-related
meetings <a href="https://info.opal-libraries.org/alma/migration">here</a>, under Migration Conversations and Updates.<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif">We’ll try to get these posted in a more timely manner.<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif">Thanks,<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif">Matt<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif"><o:p> </o:p></span></p>
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<p class="MsoNormal" style="margin-bottom:12.0pt"><b><span style="font-size:12.0pt;color:black">From:
</span></b><span style="font-size:12.0pt;color:black">opal_migration_leads <<a href="mailto:opal_migration_leads-bounces@opal-libraries.org">opal_migration_leads-bounces@opal-libraries.org</a>> on behalf of Aufderhaar, Kathleen <<a href="mailto:aufderhaark@bluffton.edu">aufderhaark@bluffton.edu</a>><br>
<b>Date: </b>Thursday, June 20, 2024 at 8:11</span><span style="font-size:12.0pt;font-family:"Arial",sans-serif;color:black"> </span><span style="font-size:12.0pt;color:black">AM<br>
<b>To: </b>OPAL Alma Migration Leads Mailing List <<a href="mailto:opal_migration_leads@opal-libraries.org">opal_migration_leads@opal-libraries.org</a>><br>
<b>Subject: </b>Re: [opal_migration_leads] {external} Week of 6/10 OPAL Migration Digest<o:p></o:p></span></p>
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<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif">Hello,</span><span style="font-size:11.0pt"><o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif"> </span><span style="font-size:11.0pt"><o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif">Re: • OPAL Migration Project Leads: Friday, June 14 from 10 – 11 am (will be recorded).</span><span style="font-size:11.0pt"><o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif"> </span><span style="font-size:11.0pt"><o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif">Is the recording up yet? Or am I not looking in the right place?</span><span style="font-size:11.0pt"><o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif"> </span><span style="font-size:11.0pt"><o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif">Thanks,</span><span style="font-size:11.0pt"><o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif"> </span><span style="font-size:11.0pt"><o:p></o:p></span></p>
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<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif">Kathleen Aufderhaar</span><span style="font-size:11.0pt"><o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif">Technical Services & Systems Librarian</span><span style="font-size:11.0pt"><o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif">Musselman Library, Bluffton University</span><span style="font-size:11.0pt"><o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif">Voice: 419-358-3414</span><span style="font-size:11.0pt"><o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif">Fax: 419-358-3384</span><span style="font-size:11.0pt"><o:p></o:p></span></p>
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<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif"> </span><span style="font-size:11.0pt"><o:p></o:p></span></p>
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<p class="MsoNormal"><b><span style="font-size:11.0pt;font-family:"Calibri",sans-serif">From:</span></b><span style="font-size:11.0pt;font-family:"Calibri",sans-serif"> opal_migration_leads <<a href="mailto:opal_migration_leads-bounces@opal-libraries.org">opal_migration_leads-bounces@opal-libraries.org</a>>
<b>On Behalf Of </b>Heidi Beke-Harrigan via opal_migration_leads<br>
<b>Sent:</b> Tuesday, June 11, 2024 8:55 PM<br>
<b>To:</b> <a href="mailto:opal_migration_leads@opal-libraries.org">opal_migration_leads@opal-libraries.org</a><br>
<b>Cc:</b> Heidi Beke-Harrigan <<a href="mailto:heidib@ohionet.org">heidib@ohionet.org</a>><br>
<b>Subject:</b> {external} [opal_migration_leads] Week of 6/10 OPAL Migration Digest</span><span style="font-size:11.0pt"><o:p></o:p></span></p>
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<p class="MsoNormal"><span style="font-size:11.0pt"> <o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt"> <o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif">Hello Everyone,</span><span style="font-size:11.0pt"><o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif"> </span><span style="font-size:11.0pt"><o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif">Here’s this week’s digest of Alma migration related things to know.</span><span style="font-size:11.0pt"><o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif"> </span><span style="font-size:11.0pt"><o:p></o:p></span></p>
<p class="MsoNormal"><b><span style="font-size:11.0pt;font-family:"Calibri",sans-serif">Upcoming Meetings:</span></b><span style="font-size:11.0pt"><o:p></o:p></span></p>
<ul style="margin-top:0in" type="disc">
<li class="MsoListParagraph" style="margin-left:0in;mso-list:l5 level1 lfo3"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif">Ex Libris/OhioLINK Project Leads Weekly Meeting (Connection Information):
<b>Thursday, June 13</b> from 1 – 3 pm.</span><span style="font-size:11.0pt"><o:p></o:p></span></li><li class="MsoListParagraph" style="margin-left:0in;mso-list:l5 level1 lfo3"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif">OPAL Migration Project Leads:
<b>Friday, June 14</b> from 10 – 11 am (will be recorded).</span><span style="font-size:11.0pt"><o:p></o:p></span></li></ul>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif"> </span><span style="font-size:11.0pt"><o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif"> </span><span style="font-size:11.0pt"><o:p></o:p></span></p>
<p class="MsoNormal" style="background:white"><strong><span style="font-size:11.0pt;font-family:"Calibri",sans-serif;color:#283C46">Suggested Core Concept Training Assignments for everyone by June 18: </span></strong><span style="font-size:11.0pt"><o:p></o:p></span></p>
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<span style="font-size:11.0pt;font-family:"Calibri",sans-serif;color:#283C46"><a href="https://knowledge.exlibrisgroup.com/Alma/Training/AlmaEssentials/Alma_Essentials_-_English/A_Terminology_and_Inventory_Models/A_Physical_Resources_in_Alma" target="_blank">Physical
Resources in Alma (4 min.)</a></span><span style="font-size:11.0pt"><o:p></o:p></span></p>
<p class="MsoNormal" style="margin-left:60.0pt;text-indent:-.25in;background:white">
<span style="font-size:11.0pt;font-family:"Calibri",sans-serif;color:#283C46"><a href="https://knowledge.exlibrisgroup.com/Alma/Training/AlmaEssentials/Alma_Essentials_-_English/A_Terminology_and_Inventory_Models/B_Electronic_Resources_in_Alma-Terminology_and_Inventory_Model" target="_blank">Electronic
Resources in Alma - Terminology and Inventory Model (5 min.)</a></span><span style="font-size:11.0pt"><o:p></o:p></span></p>
<p class="MsoNormal" style="margin-left:60.0pt;text-indent:-.25in;background:white">
<span style="font-size:11.0pt;font-family:"Calibri",sans-serif;color:#283C46"><a href="https://knowledge.exlibrisgroup.com/Alma/Training/AlmaEssentials/Alma_Essentials_-_English/A_Terminology_and_Inventory_Models/C_Electronic_Resources_in_Alma_-_The_Three_Zones" target="_blank">Electronic
Resources in Alma - The Three Zones (6 min.)</a></span><span style="font-size:11.0pt"><o:p></o:p></span></p>
<p class="MsoNormal" style="background:white"><strong><span style="font-size:11.0pt;font-family:"Aptos",sans-serif;color:black"> </span></strong><span style="font-size:11.0pt"><o:p></o:p></span></p>
<p class="MsoNormal" style="background:white"><strong><span style="font-size:11.0pt;font-family:"Calibri",sans-serif;color:#283C46">Optional Training(s): </span></strong><span style="font-size:11.0pt"><o:p></o:p></span></p>
<p class="MsoNormal" style="margin-left:60.0pt;text-indent:-.25in;background:white">
<span style="font-size:11.0pt;font-family:"Calibri",sans-serif;color:#283C46"><a href="https://knowledge.exlibrisgroup.com/Alma/Training/AlmaEssentials/Alma_Essentials_-_English/A_Terminology_and_Inventory_Models/D_Digital_Resources_in_Alma" target="_blank">Digital
Resources in Alma (4 min.)</a></span><span style="font-size:11.0pt"><o:p></o:p></span></p>
<p class="MsoNormal" style="margin-top:.05in;background:white"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif;color:#283C46"> </span><span style="font-size:11.0pt"><o:p></o:p></span></p>
<p class="MsoNormal"><b><span style="font-size:11.0pt;font-family:"Calibri",sans-serif"> </span></b><span style="font-size:11.0pt"><o:p></o:p></span></p>
<p class="MsoNormal"><b><span style="font-size:11.0pt;font-family:"Calibri",sans-serif">Circulation Policy Overview Request</span></b><span style="font-size:11.0pt"><o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif">Clarification regarding this request – while we need an overview of your circulation policies (for your locations by patron type and any general exceptions) we are not translating
them into the Alma fulfillment framework yet, so there’s no need to worry about those details. I initially provided a spreadsheet template with column headers that reflect some of the default “location types” you will see in the Ex Libris-configuration form
thinking it might help you review your collections with the migration in mind, but if it’s confusing, please don’t feel you have to use it. You can just as easily list out the information as indicated in the sample text of the original request. Or, if the
borrowing policy on your website is mostly accurate, send the link and note anything that is incorrect or that you are thinking of circulating differently going forward
</span><span style="font-size:11.0pt"><o:p></o:p></span></p>
<p class="MsoNormal" style="margin-top:.05in;background:white"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif;color:#283C46"> </span><span style="font-size:11.0pt"><o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif"> </span><span style="font-size:11.0pt"><o:p></o:p></span></p>
<p class="MsoNormal"><b><span style="font-size:11.0pt;font-family:"Calibri",sans-serif">Timeline Overview Shared on the 6/5 Project Call with Migration Leads:</span></b><span style="font-size:11.0pt"><o:p></o:p></span></p>
<ul style="margin-top:0in" type="disc">
<li class="MsoListParagraph" style="margin-left:0in;mso-list:l2 level1 lfo6"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif">Currently in main migration phase until June 2025 which is when we are scheduled to go live.</span><span style="font-size:11.0pt"><o:p></o:p></span></li><li class="MsoListParagraph" style="margin-left:0in;mso-list:l2 level1 lfo6"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif">Ex Libris will provide 2 years of post-migration support to make sure everything is working, and integrations are set
up. </span><span style="font-size:11.0pt"><o:p></o:p></span></li><li class="MsoListParagraph" style="margin-left:0in;mso-list:l2 level1 lfo6"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif">Mid to Late September 2024 we will receive access to our test instances and will start to set up integrations.</span><span style="font-size:11.0pt"><o:p></o:p></span></li></ul>
<ul style="margin-top:0in" type="disc">
<ul style="margin-top:0in" type="circle">
<li class="MsoListParagraph" style="margin-left:0in;mso-list:l2 level2 lfo6"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif">The first two integrations to be configured will be patron loads and authentication (including APIs). For privacy and
security Ex Libris handles these integrations through support tickets that will be coordinated with Project Leads. Questions should be submitted through Project Leads.</span><span style="font-size:11.0pt"><o:p></o:p></span></li><li class="MsoListParagraph" style="margin-left:0in;mso-list:l2 level2 lfo6"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif">Libraries can start to create sample files for testing anytime and those will be loaded in October.</span><span style="font-size:11.0pt"><o:p></o:p></span></li><li class="MsoListParagraph" style="margin-left:0in;mso-list:l2 level2 lfo6"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif">Once these integrations are done libraries can choose to set up additional integrations (October – March) or they can
hold off until the system is up and running and add them post-migration. </span>
<span style="font-size:11.0pt"><o:p></o:p></span></li></ul>
</ul>
<ul style="margin-top:0in" type="disc">
<li class="MsoListParagraph" style="margin-left:0in;mso-list:l2 level1 lfo6"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif">Early October 2024 we will receive our Primo or patron-facing environment (catalog/discovery) and be able to test integrations.</span><span style="font-size:11.0pt"><o:p></o:p></span></li><li class="MsoListParagraph" style="margin-left:0in;mso-list:l2 level1 lfo6"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif">There will be a single final data load from Sierra into Alma before the go live date in June 2025.</span><span style="font-size:11.0pt"><o:p></o:p></span></li><li class="MsoListParagraph" style="margin-left:0in;mso-list:l2 level1 lfo6"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif">Library Mobile App will be configured right after the go live date.</span><span style="font-size:11.0pt"><o:p></o:p></span></li></ul>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif"> </span><span style="font-size:11.0pt"><o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif">Don’t forget to send us a copy of the OhioLINK Primo VE Implementation and Rapido forms after submitting them. We should be able to see the authentication forms in Basecamp
once those are uploaded.</span><span style="font-size:11.0pt"><o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt"> <o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif">Thanks!</span><span style="font-size:11.0pt"><o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif"> </span><span style="font-size:11.0pt"><o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif">Best,</span><span style="font-size:11.0pt"><o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif">Heidi</span><span style="font-size:11.0pt"><o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt"> <o:p></o:p></span></p>
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<p class="MsoNormal"><b><span style="font-size:11.0pt;font-family:"Arial",sans-serif;color:#21C7E4">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:#1A214D">OhioNet | Suite 275 | 570 Polaris Parkway<br>
Westerville, Ohio 43082<br>
p: (614) 484-1068 | <a href="https://www.ohionet.org/"><span style="color:blue">https://www.ohionet.org</span></a><br>
(she/her/hers)</span></span><span style="font-size:11.0pt"><o:p></o:p></span></p>
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<a href="https://outlook.office.com/bookwithme/user/59ac9a10a391432680883f31e8542f46@ohionet.org?anonymous&ep=signature"><span style="color:#0078D4;text-decoration:none">Book time to meet with me</span></a><o:p></o:p></span></p>
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