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<p class="MsoNormal"><span style="font-family:"Calibri",sans-serif;color:black">Hi Heidi,<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-family:"Calibri",sans-serif;color:black"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="font-family:"Calibri",sans-serif;color:black">I’m starting to look at the authentication form. If we are going to continue using name/barcode authentication and also to send you files for patron load as we have been doing,
should I select “Ex Libris Identity Service?”<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-family:"Calibri",sans-serif;color:black"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="font-family:"Calibri",sans-serif;color:black">Thanks,<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-family:"Calibri",sans-serif;color:black">Dave<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-family:"Calibri",sans-serif;color:black"><o:p> </o:p></span></p>
<div>
<div style="border:none;border-top:solid #E1E1E1 1.0pt;padding:3.0pt 0in 0in 0in">
<p class="MsoNormal"><b><span style="font-family:"Calibri",sans-serif;mso-ligatures:none">From:</span></b><span style="font-family:"Calibri",sans-serif;mso-ligatures:none"> opal_migration_leads <opal_migration_leads-bounces@opal-libraries.org>
<b>On Behalf Of </b>Heidi Beke-Harrigan via opal_migration_leads<br>
<b>Sent:</b> Monday, June 24, 2024 12:54 PM<br>
<b>To:</b> opal_migration_leads@opal-libraries.org<br>
<b>Cc:</b> Heidi Beke-Harrigan <heidib@ohionet.org><br>
<b>Subject:</b> [opal_migration_leads] Week of 6/24 OPAL Migration Digest<o:p></o:p></span></p>
</div>
</div>
<p class="MsoNormal"><o:p> </o:p></p>
<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 of Alma migration related things to be aware of –<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/X4bFQEpyvT81PtXupdSIRtb4Y47cH0xhqiaIlUfU6XsOu52qPiZAutlj9ubVyofR.fTfkKpeN5c8JO0_c?pwd=y-tl_kipyTimQZfzxCUgVk_Owc5pAjZr">
recording link</a> from our 6/21 OPAL ILS Migration Conversation is also posted on the website.<o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<h3><span style="font-size:11.0pt">Upcoming Meetings:<o:p></o:p></span></h3>
<ul style="margin-top:0in" type="disc">
<li class="MsoListParagraph" style="margin-left:0in;mso-list:l0 level1 lfo1">Ex Libris/OhioLINK Project Leads Weekly Meeting (User Management - Core Concepts):
<b>Thursday, June 24</b> from 1 – 3 pm. <o:p></o:p></li><li class="MsoListParagraph" style="margin-left:0in;mso-list:l0 level1 lfo1"><b>There will be no meeting on July 5<sup>th</sup></b>.<o:p></o:p></li></ul>
<p class="MsoNormal"><o:p> </o:p></p>
<h3><span style="font-size:11.0pt">Forms Due:<o:p></o:p></span></h3>
<h3><span style="font-size:11.0pt">These need to be filled out by the individual libraries.<o:p></o:p></span></h3>
<p class="MsoNormal"><strong><span style="font-family:"Aptos",sans-serif;color:#283C46;background:white">Implementation Form </span></strong><em><b><span style="font-family:"Aptos",sans-serif;color:#283C46;background:white">(Due June 30)</span></b></em><strong><span style="font-family:"Aptos",sans-serif;color:#283C46;background:white">:</span></strong><b><span style="color:#283C46;background:white"><br>
</span></b><a href="https://forms.office.com/r/hjbHA5KHFU?origin=lprLink" target="_blank"><span style="background:white">https://forms.office.com/r/hjbHA5KHFU?origin=lprLink</span></a><span style="color:#283C46"><br>
<br>
<strong><span style="font-family:"Aptos",sans-serif;background:white">Rapido Form </span></strong><em><b><span style="font-family:"Aptos",sans-serif;background:white">(Due June 30)</span></b></em><strong><span style="font-family:"Aptos",sans-serif;background:white">:</span></strong><br>
</span><a href="https://forms.office.com/r/pMYgXAG7xe?origin=lprLink" target="_blank"><span style="background:white">https://forms.office.com/r/pMYgXAG7xe?origin=lprLink</span></a><b><o:p></o:p></b></p>
<p class="MsoNormal" style="margin-top:.05in;background:white"><span style="color:#283C46"><o:p> </o:p></span></p>
<p class="MsoNormal" style="margin-top:.05in;background:white"><b><span style="color:#283C46">Authentication Form (Due July 31):<o:p></o:p></span></b></p>
<ul style="margin-top:0in" type="disc">
<li class="MsoListParagraph" style="color:#283C46;margin-top:.05in;margin-left:0in;mso-list:l0 level1 lfo1;background:white">
You can get to the forms 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.
<o:p></o:p></li><li class="MsoListParagraph" style="color:#283C46;margin-top:.05in;margin-left:0in;mso-list:l0 level1 lfo1;background:white">
For security reasons, rather than having you drop the forms into your Institution folder in Basecamp, Ex Libris will be opening
<span style="color:black">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.
</span><o:p></o:p></li></ul>
<p class="MsoNormal"><o:p> </o:p></p>
<h3><span style="font-size:11.0pt">Notes from 6/20 OhioLINK/Ex Libris Weekly Meeting<o:p></o:p></span></h3>
<ul style="margin-top:0in" type="disc">
<li class="MsoListParagraph" style="margin-left:0in;mso-list:l1 level1 lfo2">The presentation featured a high-level overview of navigating Alma (using the Sandbox), similar to working within Sierra and not what the end user will see when searching. The user
experience will come through the Primo interface. <o:p></o:p></li><li class="MsoListParagraph" style="margin-left:0in;mso-list:l1 level1 lfo2">One strategy to keep up with everything on Basecamp – from the main project page scroll down under “Project Activity” to see a summary of the latest updates and messages.
<o:p></o:p></li><li class="MsoListParagraph" style="margin-left:0in;mso-list:l1 level1 lfo2">Continue to work on the suggested core concept training assignments for this week:<o:p></o:p></li></ul>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal" style="background:white"><strong><span style="font-family:"Aptos",sans-serif;color:#283C46">Required Training(s): </span></strong><span style="color:#283C46;mso-ligatures:none"><o:p></o:p></span></p>
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<![if !supportLists]><span style="font-size:10.0pt;font-family:Symbol;color:#283C46"><span style="mso-list:Ignore">·<span style="font:7.0pt "Times New Roman"">
</span></span></span><![endif]><span style="color:#283C46"><a href="https://knowledge.exlibrisgroup.com/Alma/Training/AlmaEssentials/Alma_Essentials_-_English/B_User_Management/A_Users_in_Alma" target="_blank">Users in Alma (5 min.)</a><o:p></o:p></span></p>
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<![if !supportLists]><span style="font-size:10.0pt;font-family:Symbol;color:#283C46"><span style="mso-list:Ignore">·<span style="font:7.0pt "Times New Roman"">
</span></span></span><![endif]><span style="color:#283C46"><a href="https://knowledge.exlibrisgroup.com/Alma/Training/AlmaEssentials/Alma_Essentials_-_English/B_User_Management/B_Managing_User_Roles" target="_blank">Managing User Roles (5 min.)</a><o:p></o:p></span></p>
<p class="MsoNormal" style="background:white"><strong><span style="font-family:"Aptos",sans-serif"><o:p> </o:p></span></strong></p>
<p class="MsoNormal" style="background:white"><strong><span style="font-family:"Aptos",sans-serif;color:#283C46">Optional Training(s): </span></strong><o:p></o:p></p>
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</span></span></span><![endif]><span style="color:#283C46"><a href="https://knowledge.exlibrisgroup.com/Alma/Training/AlmaEssentials/Alma_Essentials_-_English/B_User_Management/C_Assign_User_Roles_Automatically" target="_blank">Assign User Roles Automatically
(3 min.)</a><o:p></o:p></span></p>
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</span></span></span><![endif]><span style="color:#283C46"><a href="https://knowledge.exlibrisgroup.com/Alma/Training/AlmaEssentials/Alma_Essentials_-_English/B_User_Management/D_User_Management_Workflows" target="_blank">User Management Workflows (4 min.)</a><o:p></o:p></span></p>
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</span></span></span><![endif]><span style="color:#283C46"><a href="https://knowledge.exlibrisgroup.com/Alma/Training/AlmaEssentials/Alma_Essentials_-_English/B_User_Management/E_Update_User_Records_in_Bulk" target="_blank">Update User Records in Bulk (3 min.)</a><o:p></o:p></span></p>
<p class="MsoNormal" style="background:white"><span style="color:#283C46"><o:p> </o:p></span></p>
<p class="MsoNormal" style="margin-top:.05in;background:white"><strong><span style="font-family:"Aptos",sans-serif;color:#283C46">Hands-On Exercises:</span></strong><strong><span style="font-family:"Aptos",sans-serif"><o:p></o:p></span></strong></p>
<p class="MsoNormal" style="margin-top:.05in;background:white"><span style="color:#283C46">Using your sandbox environment, complete the following exercises. Make note of any questions/difficulties and post to Basecamp prior to the weekly meeting.</span><span style="font-size:12.0pt"><o:p></o:p></span></p>
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</span></span></span><![endif]><strong><span style="font-family:"Aptos",sans-serif;color:#283C46">Access: </span></strong><span style="color:#283C46"><a href="https://knowledge.exlibrisgroup.com/@api/deki/files/137394/1._User_Management.docx?revision=1" target="_blank">User
Management Exercises</a><o:p></o:p></span></p>
<p class="MsoNormal"> <o:p></o:p></p>
<p class="MsoNormal">Enjoy the short break from the heat!<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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<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><span style="font-family:"Calibri",sans-serif"><o:p></o:p></span></p>
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