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<div class="WordSection1">
<p class="MsoNormal">Hello Everyone,<o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal">Here’s this week’s digest related to the Alma migration –<o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal">The <a href="https://ohionet-org.zoom.us/rec/share/3ywBT4ok64gL1ysFZFVCgY5OFVBeFIbTYvwzwdwio76HqjDN8pMgViAsaizQYC8.v_i32wnQn10r7EO3?pwd=kc3d5TOBFKGlcHYpVQZed9Sy4VFClehE">
recording link</a> from last week’s Biweekly Migration Project Leads Meeting is available and posted with other recordings on the OPAL website
<a href="https://info.opal-libraries.org/alma/migration">Alma/Ex Libris migration pages</a>.<o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<h3>Upcoming Meetings:<o:p></o:p></h3>
<ul style="margin-top:0in" type="disc">
<li class="MsoListParagraph" style="margin-left:0in;mso-list:l0 level1 lfo3">No Thursday Ex Libris/OhioLINK Project Leads Meeting this week.<o:p></o:p></li><li class="MsoListParagraph" style="margin-left:0in;mso-list:l0 level1 lfo3">Our next Biweekly Project Leads Meeting will be July 12 at 10 am.<o:p></o:p></li><li class="MsoListParagraph" style="margin-left:0in;mso-list:l0 level1 lfo3">OPAL ILS Migration Conversation for everyone on July 19 at 1 pm (new time).<o:p></o:p></li></ul>
<p class="MsoListParagraph">Meeting links on the <a href="https://info.opal-libraries.org/calendar">
OPAL calendar</a> page.<o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<h3>Forms Due:<o:p></o:p></h3>
<p class="MsoNormal" style="margin-top:.05in;background:white"><span style="color:#283C46">Blank copies of the Primo VE Implementation and Rapido forms (due to Ex Libris yesterday) are attached in case you couldn’t save a copy and would like to create one for
your records or share with us.<o:p></o:p></span></p>
<p class="MsoNormal"><o:p> </o:p></p>
<h3><strong><span style="font-family:"Aptos",sans-serif;font-weight:normal">Training<o:p></o:p></span></strong></h3>
<ul style="margin-top:0in" type="disc">
<li class="MsoListParagraph" style="margin-left:0in;mso-list:l2 level1 lfo7"><strong><span style="font-family:"Aptos",sans-serif;font-weight:normal">During last week’s meeting Ex Libris noted some libraries experienced problems with the recent training exercises
assigned in Basecamp. Newer versions of the exercises are available and should be the default for our project going forward.</span></strong><strong><span style="font-family:"Aptos",sans-serif;font-weight:normal"><o:p></o:p></span></strong></li></ul>
<p class="MsoListParagraph"><strong><span style="font-family:"Aptos",sans-serif;font-weight:normal"><o:p> </o:p></span></strong></p>
<ul style="margin-top:0in" type="disc">
<li class="MsoListParagraph" style="margin-left:0in;mso-list:l2 level1 lfo7"><strong><span style="font-family:"Aptos",sans-serif;font-weight:normal">Looking ahead to next week, these are the general core concept topics recommended to complete by July 9<sup>th</sup>.
Additional advanced topics and exercises are available in <a href="https://3.basecamp.com/3765443/buckets/36778639/todos/7238702531">
Basecamp</a>.</span></strong><strong><span style="font-family:"Aptos",sans-serif;font-weight:normal"><o:p></o:p></span></strong></li><ul style="margin-top:0in" type="circle">
<li class="MsoNormal" style="color:#283C46;margin-top:.05in;mso-list:l2 level2 lfo7;background:white">
<a href="https://knowledge.exlibrisgroup.com/Alma/Training/AlmaEssentials/Alma_Essentials_-_English/C_Loaning/A_Patron_Services_Overview" target="_blank">Patron Services Overview (3 min.)</a><o:p></o:p></li><li class="MsoNormal" style="color:#283C46;margin-top:.05in;mso-list:l2 level2 lfo7;background:white;box-sizing: border-box;scrollbar-color: rgb(193, 193, 193) transparent;scrollbar-width: thin">
<a href="https://knowledge.exlibrisgroup.com/Alma/Training/AlmaEssentials/Alma_Essentials_-_English/C_Loaning/B_Patron_Loans_and_Proxy_Loans" target="_blank">Patron Loans and Proxy Loans (3 min.)</a><o:p></o:p></li><li class="MsoNormal" style="color:#283C46;margin-top:.05in;mso-list:l2 level2 lfo7;background:white;box-sizing: border-box;scrollbar-color: rgb(193, 193, 193) transparent;scrollbar-width: thin">
<a href="https://knowledge.exlibrisgroup.com/Alma/Training/AlmaEssentials/Alma_Essentials_-_English/C_Loaning/C_Loan_Material_Records" target="_blank">Loan Material Records (5 min.)</a><o:p></o:p></li><li class="MsoNormal" style="color:#283C46;margin-top:.05in;mso-list:l2 level2 lfo7;background:white;box-sizing: border-box;scrollbar-color: rgb(193, 193, 193) transparent;scrollbar-width: thin">
<a href="https://knowledge.exlibrisgroup.com/Alma/Training/AlmaEssentials/Alma_Essentials_-_English/D_Renewals_and_Returns/A_Renewals" target="_blank">Renewals (2 min.)</a><o:p></o:p></li><li class="MsoNormal" style="color:#283C46;margin-top:.05in;mso-list:l2 level2 lfo7;background:white;box-sizing: border-box;scrollbar-color: rgb(193, 193, 193) transparent;scrollbar-width: thin">
<a href="https://knowledge.exlibrisgroup.com/Alma/Training/AlmaEssentials/Alma_Essentials_-_English/D_Renewals_and_Returns/B_Returns" target="_blank">Returns (2 min.)</a><o:p></o:p></li><li class="MsoNormal" style="color:#283C46;margin-top:.05in;mso-list:l2 level2 lfo7;background:white;box-sizing: border-box;scrollbar-color: rgb(193, 193, 193) transparent;scrollbar-width: thin">
<a href="https://knowledge.exlibrisgroup.com/Alma/Training/AlmaEssentials/Alma_Essentials_-_English/D_Renewals_and_Returns/C_Notes_and_Blocks" target="_blank">Notes and Blocks (2 min.)</a><o:p></o:p></li><li class="MsoNormal" style="color:#283C46;margin-top:.05in;mso-list:l2 level2 lfo7;background:white;box-sizing: border-box;scrollbar-color: rgb(193, 193, 193) transparent;scrollbar-width: thin">
<a href="https://knowledge.exlibrisgroup.com/Alma/Training/AlmaEssentials/Alma_Essentials_-_English/E_Physical_Requests/A_Creating_Physical_Item_Requests" target="_blank">Creating Physical Item Requests (4 min.)</a><o:p></o:p></li><li class="MsoNormal" style="color:#283C46;margin-top:.05in;mso-list:l2 level2 lfo7;background:white;box-sizing: border-box;scrollbar-color: rgb(193, 193, 193) transparent;scrollbar-width: thin">
<a href="https://knowledge.exlibrisgroup.com/Alma/Training/AlmaEssentials/Alma_Essentials_-_English/E_Physical_Requests/B_Filling_and_Monitoring_Physical_Item_Requests" target="_blank">Filling and Monitoring Physical Item Requests (2 min.)</a><o:p></o:p></li><li class="MsoNormal" style="color:#283C46;margin-top:.05in;mso-list:l2 level2 lfo7;background:white;box-sizing: border-box;scrollbar-color: rgb(193, 193, 193) transparent;scrollbar-width: thin">
<a href="https://knowledge.exlibrisgroup.com/Alma/Training/AlmaEssentials/Alma_Essentials_-_English/E_Physical_Requests/C_Hold_Shelf" target="_blank">Hold Shelf (3 min.)</a><o:p></o:p></li><li class="MsoNormal" style="color:#283C46;margin-top:.05in;mso-list:l2 level2 lfo7;background:white;box-sizing: border-box;scrollbar-color: rgb(193, 193, 193) transparent;scrollbar-width: thin">
<a href="https://knowledge.exlibrisgroup.com/Alma/Training/AlmaEssentials/Alma_Essentials_-_English/E_Physical_Requests/D_Move_Requests" target="_blank">Move Requests (3 min.)</a><o:p></o:p></li><li class="MsoNormal" style="color:#283C46;margin-top:.05in;mso-list:l2 level2 lfo7;background:white;box-sizing: border-box;scrollbar-color: rgb(193, 193, 193) transparent;scrollbar-width: thin">
<a href="https://knowledge.exlibrisgroup.com/Alma/Training/AlmaEssentials/Alma_Essentials_-_English/E_Physical_Requests/E_Move_Request_Management" target="_blank">Move Request Management (3 min.)</a><o:p></o:p></li></ul>
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<strong><span style="font-family:"Aptos",sans-serif;font-weight:normal">Course Reserves (if applicable at your institution)</span></strong><b><span style="mso-ligatures:none"><o:p></o:p></span></b></li><ul style="margin-top:0in" type="circle">
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<a href="https://knowledge.exlibrisgroup.com/Alma/Training/AlmaEssentials/Alma_Essentials_-_English/H_Course_Reserves/A_Creating_Course_Reserves" target="_blank">Creating Course Reserves (4 min.)</a><o:p></o:p></li><li class="MsoNormal" style="color:#283C46;margin-top:.05in;mso-list:l2 level2 lfo7;background:white;box-sizing: border-box;scrollbar-color: rgb(193, 193, 193) transparent;scrollbar-width: thin">
<a href="https://knowledge.exlibrisgroup.com/Alma/Training/AlmaEssentials/Alma_Essentials_-_English/H_Course_Reserves/B_Populating_Reading_Lists" target="_blank">Populating Reading Lists (5 min.)</a><o:p></o:p></li><li class="MsoNormal" style="color:#283C46;margin-top:.05in;mso-list:l2 level2 lfo7;background:white;box-sizing: border-box;scrollbar-color: rgb(193, 193, 193) transparent;scrollbar-width: thin">
<a href="https://knowledge.exlibrisgroup.com/Alma/Training/AlmaEssentials/Alma_Essentials_-_English/H_Course_Reserves/C_Viewing_Reading_Lists" target="_blank">Viewing Reading Lists (2 min.</a><br>
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A copy of the “User Roles Reference Sheet” that Laney mentioned during her presentation last week is attached.
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<span style="color:#283C46"><o:p> </o:p></span></p>
<h3>Authentication Notes<span style="color:#0F4761"><o:p></o:p></span></h3>
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<span style="color:black;letter-spacing:.15pt;mso-ligatures:none">Summer is an ideal time to start the transition from username/barcode authentication to SSO for proxy authentication if that's on your "to-do" list. We recommend completing that step before the
Alma SIS load & authentication configurations. This is not part of Ex Libris ticketing - just contact OPALHelp to get started.<br>
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</span><span style="letter-spacing:.15pt;mso-ligatures:none"><o:p></o:p></span></li><li class="MsoListParagraph" style="margin-top:.05in;margin-left:0in;mso-list:l0 level1 lfo3;background:white">
<span style="color:black">The authentication forms for Ex Libris are due July 31. You can get to them through Basecamp > OhioLINK Alma/Primo VE Project Implementation > Docs & Files > 3<sup>rd</sup> Party Integrations > Authentication. For libraries that will
handle patron records manually you only need to fill out the “Main” tab on the form and select “Ex Libris Identity Service” as your primary authentication method.
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<span style="color:black">Ex Libris will be opening three support tickets: one for Alma authentication, one for Primo VE authentication, and one for SIS/patron load.
<span style="background:yellow;mso-highlight:yellow">Once those are created, please add Matt and me to the ticket</span> so that we’re looped in and can assist with any questions and troubleshooting. If you do not want to submit your authentication form through
Basecamp for security reasons, you can wait until the tickets are opened and share it that way.</span><o:p></o:p></li></ul>
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<p class="MsoNormal"> <o:p></o:p></p>
<p class="MsoNormal">Have a happy and safe July 4<sup>th</sup> holiday!<o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal">Best,<o:p></o:p></p>
<p class="MsoNormal">Heidi<o:p></o:p></p>
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<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto"><b><span style="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 | </span></span><a href="https://www.ohionet.org/"><span style="font-size:10.5pt;font-family:"Arial",sans-serif;color:blue">https://www.ohionet.org</span></a><span style="font-size:10.5pt;font-family:"Arial",sans-serif;color:#1A214D"><br>
(she/her/hers)</span><o:p></o:p></p>
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<p class="MsoNormal"><a href="https://outlook.office.com/bookwithme/user/59ac9a10a391432680883f31e8542f46@ohionet.org?anonymous&ep=signature"><span style="color:blue;mso-ligatures:none;text-decoration:none"><img border="0" width="20" height="20" style="width:.2083in;height:.2083in" id="_x0000_i1025" src="https://res-h3.public.cdn.office.net/assets/bookwithme/misc/CalendarPerson20px.png"></span></a><o:p></o:p></p>
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