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<p class="MsoNormal">Hello,<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 and there’s a lot going on –<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/play/ywUMePnOOyLeKVhxJjej2J9uLvbDSKSGPWyV5zwNZtGUNLPcGQ-_EXhnWp-Q42YjgDhViE6vBDWnlmjp.M5fJfIGjus7JIPsE?canPlayFromShare=true&from=share_recording_detail&continueMode=true&pwd=joSUbr-2vaBc76rqEMRnWEB8uwjnUU21&componentName=rec-play&originRequestUrl=https%3A%2F%2Fohionet-org.zoom.us%2Frec%2Fshare%2FQt1w-l6iFw83ZEOkW3-ajHv6n6e5WoK1qbiJaeQq00noX2D3nHg-r7UXPNHIkh4k.vrGlta72wVaVFn5X%3Fpwd%3DjoSUbr-2vaBc76rqEMRnWEB8uwjnUU21&autoplay=true&startTime=1720793226000">
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-bottom:0in;margin-left:0in;line-height:normal;mso-list:l0 level1 lfo3">
<span style="font-family:"Aptos",sans-serif">Ex Libris/OhioLINK Project Leads Meeting (Topic: Configuration Form) on Thursday July 18 at 1 pm.<o:p></o:p></span></li><li class="MsoListParagraph" style="margin-bottom:0in;margin-left:0in;line-height:normal;mso-list:l0 level1 lfo3">
<span style="font-family:"Aptos",sans-serif">OPAL ILS Migration Conversation on Friday,
<b>July 19, at 1 pm</b>. We will be focusing on the Configuration forms.<o:p></o:p></span></li><li class="MsoListParagraph" style="margin-bottom:0in;margin-left:0in;line-height:normal;mso-list:l0 level1 lfo3">
<span style="font-family:"Aptos",sans-serif">Office hours will be available to talk through the Configuration forms. Details to follow soon!<o:p></o:p></span></li></ul>
<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-bottom:0in;margin-left:0in;line-height:normal;mso-list:l1 level1 lfo6">
<strong><span style="font-family:"Aptos",sans-serif;font-weight:normal">Ex Libris suggests Project Leads watch the
<a href="https://knowledge.exlibrisgroup.com/Alma/Implementation_and_Migration/Implementation_Guides">
Implementation Configuration Tutorials</a>. The Implementation Guides page also includes documentation and a sample configuration form.<o:p></o:p></span></strong></li></ul>
<p class="MsoNormal"><strong><span style="font-family:"Aptos",sans-serif;font-weight:normal"><o:p> </o:p></span></strong></p>
<p class="MsoNormal" style="margin-top:.05in;background:white"><span style="color:#283C46"><o:p> </o:p></span></p>
<h3>Configuration Forms:<o:p></o:p></h3>
<ul style="margin-top:0in" type="disc">
<li class="MsoListParagraph" style="color:#283C46;margin-top:.05in;margin-left:0in;mso-list:l1 level1 lfo6;background:white">
<span style="font-family:"Aptos",sans-serif">Ex Libris will provide a pre-populated Configuration form in Basecamp (your institutional folder in Docs & Files) on July 18.<o:p></o:p></span></li><li class="MsoListParagraph" style="color:#283C46;margin-top:.05in;margin-left:0in;mso-list:l1 level1 lfo6;background:white">
<span style="font-family:"Aptos",sans-serif">Given the short deadline to complete the forms, we invite you to consider two options for completion and let Matt & myself know your plans by
<b>July 18 </b>(we’ve already heard from MTSM, Tiffin, Hiram, and Wilmington):<o:p></o:p></span></li><ul style="margin-top:0in" type="circle">
<li class="MsoListParagraph" style="color:#283C46;margin-top:.05in;margin-left:0in;mso-list:l1 level2 lfo6;background:white">
<span style="font-family:"Aptos",sans-serif">OPAL Project Leads can start working on the Configuration form for their institution if they feel comfortable doing so and share the draft with us by July 29. That will give us a little time to answer questions and
provide feedback before the first version is due on the 31.<o:p></o:p></span></li><li class="MsoListParagraph" style="color:#283C46;margin-top:.05in;margin-left:0in;mso-list:l1 level2 lfo6;background:white">
<span style="font-family:"Aptos",sans-serif">The other option is for us to draft key elements of your form (as was our original plan) and send it to you for review if you will be away or would like assistance with this part. If we do not hear from you, we’re
assuming this is your approach.<o:p></o:p></span></li></ul>
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<span style="font-family:"Aptos",sans-serif">You requested samples of the pre-populated and completed Vanguard Configuration forms – watch for those to be shared through this listserv shortly.<o:p></o:p></span></li><li class="MsoListParagraph" style="color:#283C46;margin-top:.05in;margin-left:0in;mso-list:l1 level1 lfo6;background:white">
<span style="font-family:"Aptos",sans-serif">I can send you copies of your current loan rules and a summary table of the preliminary Alma-focused circulation policies you submitted previously – they may be a reference when filling out the form. Let me know
and I’ll get them to you July 17 (I need to be out of the office earlier in the week).<o:p></o:p></span></li><li class="MsoListParagraph" style="color:#283C46;margin-top:.05in;margin-left:0in;mso-list:l1 level1 lfo6;background:white">
<span style="font-family:"Aptos",sans-serif">The purpose of the form is to translate your current data into Alma. While you will be limited to 8 locations (fulfillment units) and 5 exception types on the form, you will be able to add more locations and policies
in the Alma Configuration utility later. For now, you may need to temporarily work within broader categories than what you ultimately set up. This will become clearer once you see the form.<o:p></o:p></span></li></ul>
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<h3>General Notes:<o:p></o:p></h3>
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<span style="color:black">Ex Libris will not actively work on the authentication piece until October (even though the Authentication form is due July 31 and ProQuest is opening cases). Beyond laying the groundwork now, authentication testing and finalization
won’t happen until the fall, so if your IT is busy with other projects over the summer, it’s ok.</span><o:p></o:p></li><li class="MsoListParagraph" style="margin-left:0in;mso-list:l0 level1 lfo3"><span style="font-family:"Aptos",sans-serif">Access the ProQuest support portal for tickets related to authentication at:
</span><span style="font-size:10.5pt;line-height:105%;font-family:"Aptos",sans-serif;color:black;border:none windowtext 1.0pt;padding:0in;background:#E9EAF6"><a href="https://support.proquest.com/">https://support.proquest.com</a>. </span><span style="font-family:"Aptos",sans-serif">After
you are logged in go to manage cases (top left) > change from “recently viewed” to “my open cases” > gives you case numbers. Open the case to edit notification emails. You will want to add
<a href="mailto:mattp@ohionet.org">mattp@ohionet.org</a> and <a href="mailto:heidib@ohionet.org">
heidib@ohionet.org</a>. If you also need add IT and other contacts and find there aren’t enough email slots, just include Matt for now. We will send detailed instructions for adding us as users to your institutional permissions once we can verify the process
from within the support portal.<o:p></o:p></span></li><li class="MsoNormal" style="mso-margin-top-alt:auto;margin-bottom:12.0pt;mso-list:l0 level1 lfo3;background:white">
<span style="color:black">At last week’s meeting OhioLINK and Ex Libris they announced the Go Live date for Alma has changed from a single date for everyone in June 2025 to a rolling schedule throughout the month. As soon as dates are finalized institutions
will be notified when they can expect to launch Alma.</span><o:p></o:p></li></ul>
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<span style="color:black">Have a good week!</span><o:p></o:p></p>
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<span style="color:black">Best,</span><o:p></o:p></p>
<p class="MsoNormal">Heidi<o:p></o:p></p>
<p class="MsoNormal"><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-size:12.0pt;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 | </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><span style="font-size:12.0pt"><o:p></o:p></span></p>
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<p class="MsoNormal"><a href="https://outlook.office.com/bookwithme/user/59ac9a10a391432680883f31e8542f46@ohionet.org?anonymous&ep=signature"><span style="font-size:12.0pt;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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</span><a href="https://scheduler.zoom.us/ohionet-heidi-beke-harrigan"><span style="font-size:12.0pt;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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