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<p class="MsoNormal"><span style="font-size:11.0pt">If you are working on the Configuration forms, I’ve collected some of the questions that have come up during office hours and created a list of tips and FAQs to guide you through the process. Those are posted
on the OPAL Alma/Ex Libris Migration web pages under “<a href="https://info.opal-libraries.org/alma/configuration">Configuration Form</a>”.<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">I’ll be updating it as we get clarification from Ex Libris around things like the “On Shelf Request Policy.”<o:p></o:p></span></p>
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<p class="MsoNormal"><span style="font-size:11.0pt">Best,<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt">Heidi<o:p></o:p></span></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;mso-ligatures:standardcontextual">Heidi Beke-Harrigan, MLS, CPL<br>
</span></b><span style="font-size:10.5pt;font-family:"Arial",sans-serif;mso-ligatures:standardcontextual">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/">https://www.ohionet.org</a><br>
(she/her/hers)</span></span><span style="mso-ligatures:standardcontextual"><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="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><span style="font-size:11.0pt;mso-ligatures:standardcontextual"><o:p></o:p></span></p>
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<a href="https://scheduler.zoom.us/ohionet-heidi-beke-harrigan"><span style="color:#0078D4;text-decoration:none">Book time to meet with me</span></a></span><span style="font-size:11.0pt;font-family:"Calibri",sans-serif;mso-ligatures:standardcontextual"><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>David R. Powell via opal_migration_leads<br>
<b>Sent:</b> Thursday, July 25, 2024 11:55 AM<br>
<b>To:</b> OPAL Alma Migration Leads Mailing List <opal_migration_leads@opal-libraries.org><br>
<b>Cc:</b> David Powell <DPowell@mtso.edu><br>
<b>Subject:</b> Re: [opal_migration_leads] Configuration form questions<o:p></o:p></span></p>
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<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif;color:black">Thanks, Lauren!<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>Marshall, Lauren via opal_migration_leads<br>
<b>Sent:</b> Thursday, July 25, 2024 11:34 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>Cc:</b> Marshall, Lauren <<a href="mailto:lmarshall@jcu.edu">lmarshall@jcu.edu</a>><br>
<b>Subject:</b> Re: [opal_migration_leads] Configuration form questions<o:p></o:p></span></p>
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<p class="MsoNormal">My only addition to what Matt said is that we decided to put all electronic locations from Sierra into a "noncirculating" location type, as we prefer that they don't show up in the catalog as circulatable materials. <o:p></o:p></p>
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<p class="MsoNormal">Cheers, Lauren<br clear="all">
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Lauren K. Marshall, MS, MLIS<o:p></o:p></p>
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<p class="MsoNormal"><i>she/her/hers</i><br>
Collections Analyst | C<span style="font-size:9.5pt">ataloging & Metadata Department</span><o:p></o:p></p>
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<p class="MsoNormal">Grasselli Library and Breen Learning Center<br>
John Carroll University<br>
1 John Carroll Blvd.<o:p></o:p></p>
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<p class="MsoNormal">University Heights, OH 44118<o:p></o:p></p>
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<p class="MsoNormal">On Thu, Jul 25, 2024 at 11:23<span style="font-family:"Arial",sans-serif"> </span>AM Matt Polcyn via opal_migration_leads <<a href="mailto:opal_migration_leads@opal-libraries.org">opal_migration_leads@opal-libraries.org</a>> wrote:<o:p></o:p></p>
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<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto"><span style="font-family:"Calibri",sans-serif">To your specific questions:</span><o:p></o:p></p>
<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto"><span style="font-family:"Calibri",sans-serif"> </span><o:p></o:p></p>
<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto"><b><i><span style="font-family:"Calibri",sans-serif;color:black">What location type should I use for each of the OhioLINK and OPAL ebook locations? Or do I leave those blank?</span></i></b><o:p></o:p></p>
<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto"><span style="font-family:"Calibri",sans-serif"> </span><o:p></o:p></p>
<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto"><span style="font-family:"Calibri",sans-serif">Every location needs to be mapped to one of your defined location groups (from the Fulfillment tab). In theory, what you map these
items to won’t matter all that much, since the P2E conversion process should convert most (if not all) of these to electronic inventory. These locations were set to be suppressed from discovery anyway, so you could either map them to a non-circulating group
… or to your primary group. But eventually, we will need to identify any of the records remaining after the P2E conversion and resolve those (i.e., delete them and configure them as electronic inventory).</span><o:p></o:p></p>
<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto"><span style="font-family:"Calibri",sans-serif"> </span><o:p></o:p></p>
<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto"><b><i><span style="font-family:"Calibri",sans-serif">Do I need to choose a location type for the functional locations which moved from Sierra to the form, such as “Work Room” and
“Circulation?” I understand these are not Alma locations.</span></i></b><o:p></o:p></p>
<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto"><span style="font-family:"Calibri",sans-serif"> </span><o:p></o:p></p>
<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto"><span style="font-family:"Calibri",sans-serif">Yes, you need to choose a location type for every location listed on the Locations tab. Those records will indeed be migrated into
Alma with those locations and the locations need to be grouped somehow.</span><o:p></o:p></p>
<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto"><span style="font-family:"Calibri",sans-serif"> </span><o:p></o:p></p>
<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto"><b><i><span style="font-family:"Calibri",sans-serif">What location type should I use for our local ebook location?</span></i></b><o:p></o:p></p>
<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto"><span style="font-family:"Calibri",sans-serif"> </span><o:p></o:p></p>
<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto"><span style="font-family:"Calibri",sans-serif">I’d suggest using the same one as you do for all the other locations for electronic resources (the OPAL and OhioLINK ones).</span><o:p></o:p></p>
<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto"><span style="font-family:"Calibri",sans-serif"> </span><o:p></o:p></p>
<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto"><b><i><span style="font-family:"Calibri",sans-serif">If Circulatable = N, do I need to fill in the rest of the fields to preclude the form from using the default data? If so, what
sort of responses should I give?</span></i></b><o:p></o:p></p>
<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto"><span style="font-family:"Calibri",sans-serif"> </span><o:p></o:p></p>
<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto"><span style="font-family:"Calibri",sans-serif">That top row (row 7) is not a default circulation policy, as in that if nothing else applies, the top row will be used. Instead,
those values are only used to set the default values for the lower part of the form.
</span><o:p></o:p></p>
<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto"><span style="font-family:"Calibri",sans-serif"> </span><o:p></o:p></p>
<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto"><span style="font-family:"Calibri",sans-serif">So what you should do is to fill the top row with your most common settings and in the lower table (starting in row 12) only specify
things that differ from the values in row 7. Doing it that way will save you a significant amount of time in filling out the lower half.</span><o:p></o:p></p>
<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto"><span style="font-family:"Calibri",sans-serif"> </span><o:p></o:p></p>
<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto"><span style="font-family:"Calibri",sans-serif">Hope that helps!</span><o:p></o:p></p>
<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto"><span style="font-family:"Calibri",sans-serif"> </span><o:p></o:p></p>
<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto"><span style="font-family:"Calibri",sans-serif">Matt</span><o:p></o:p></p>
<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto"><span style="font-family:"Calibri",sans-serif"> </span><o:p></o:p></p>
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<p class="MsoNormal" style="mso-margin-top-alt:auto;margin-bottom:12.0pt"><b><span style="color:black">From:
</span></b><span style="color:black">opal_migration_leads <<a href="mailto:opal_migration_leads-bounces@opal-libraries.org" target="_blank">opal_migration_leads-bounces@opal-libraries.org</a>> on behalf of David R. Powell via opal_migration_leads <<a href="mailto:opal_migration_leads@opal-libraries.org" target="_blank">opal_migration_leads@opal-libraries.org</a>><br>
<b>Date: </b>Thursday, July 25, 2024 at 11:01</span><span style="font-family:"Arial",sans-serif;color:black"> </span><span style="color:black">AM<br>
<b>To: </b><a href="mailto:opal_migration_leads@opal-libraries.org" target="_blank">opal_migration_leads@opal-libraries.org</a> <<a href="mailto:opal_migration_leads@opal-libraries.org" target="_blank">opal_migration_leads@opal-libraries.org</a>><br>
<b>Cc: </b>David Powell <<a href="mailto:DPowell@mtso.edu" target="_blank">DPowell@mtso.edu</a>><br>
<b>Subject: </b>[opal_migration_leads] Configuration form questions</span><o:p></o:p></p>
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<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto"><span style="font-family:"Calibri",sans-serif;color:black">Hi gang,</span><o:p></o:p></p>
<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto"><span style="font-family:"Calibri",sans-serif;color:black"> </span><o:p></o:p></p>
<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto"><span style="font-family:"Calibri",sans-serif;color:black">I have the following questions regarding the configuration form, which I’m posting here as well as to Basecamp, because
I seem to have trouble getting a response to questions in the latter.</span><o:p></o:p></p>
<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto"><span style="font-family:"Calibri",sans-serif;color:black"> </span><o:p></o:p></p>
<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto"><span style="font-family:"Calibri",sans-serif;color:black">On the Locations tab:</span><o:p></o:p></p>
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<li class="m-6293039933701255207msolistparagraph" style="color:black;mso-list:l1 level1 lfo3">
<span style="font-family:"Calibri",sans-serif">What location type should I use for each of the OhioLINK and OPAL ebook locations? Or do I leave those blank?</span><o:p></o:p></li><li class="m-6293039933701255207msolistparagraph" style="color:black;mso-list:l1 level1 lfo3">
<span style="font-family:"Calibri",sans-serif">Do I need to choose a location type for the functional locations which moved from Sierra to the form, such as “Work Room” and “Circulation?” I understand these are not Alma locations.</span><o:p></o:p></li><li class="m-6293039933701255207msolistparagraph" style="color:black;mso-list:l1 level1 lfo3">
<span style="font-family:"Calibri",sans-serif">What location type should I use for our local ebook location?</span><o:p></o:p></li></ol>
<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto"><span style="font-family:"Calibri",sans-serif;color:black"> </span><o:p></o:p></p>
<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto"><span style="font-family:"Calibri",sans-serif;color:black">On the Policies, TOU, and Rules tab:</span><o:p></o:p></p>
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<li class="m-6293039933701255207msolistparagraph" style="color:black;mso-list:l3 level1 lfo6">
<span style="font-family:"Calibri",sans-serif">If Circulatable = N, do I need to fill in the rest of the fields to preclude the form from using the default data? If so, what sort of responses should I give?</span><o:p></o:p></li></ol>
<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto"><span style="font-family:"Calibri",sans-serif;color:black"> </span><o:p></o:p></p>
<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto"><span style="font-family:"Calibri",sans-serif;color:black">For the configuration form and additional configurations form, where do I upload them?</span><o:p></o:p></p>
<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto"><span style="font-family:"Calibri",sans-serif;color:black"> </span><o:p></o:p></p>
<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto"><span style="font-family:"Calibri",sans-serif;color:black">Thanks for your help!</span><o:p></o:p></p>
<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto"><span style="font-family:"Calibri",sans-serif;color:black"> </span><o:p></o:p></p>
<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto"><span style="font-family:"Calibri",sans-serif;color:black">Cheers,</span><o:p></o:p></p>
<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto"><span style="font-family:"Calibri",sans-serif;color:black">Dave</span><o:p></o:p></p>
<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto"><span style="font-family:"Calibri",sans-serif;color:black"> </span><o:p></o:p></p>
<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto"><span style="color:black">David R. Powell</span><o:p></o:p></p>
<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto"><span style="color:black">Assistant Librarian</span><o:p></o:p></p>
<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto"><span style="color:black">Methodist Theological School in Ohio</span><o:p></o:p></p>
<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto"><span style="color:black">3081 Columbus Pike</span><o:p></o:p></p>
<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto"><span style="color:black">Delaware, Ohio 43015</span><o:p></o:p></p>
<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto"><span style="color:black">(740) 362-3438</span><o:p></o:p></p>
<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto"><span style="font-family:"Calibri",sans-serif;color:black"> </span><o:p></o:p></p>
<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto"><span style="font-family:"Calibri",sans-serif;color:black"> </span><o:p></o:p></p>
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<p class="MsoNormal">-- <br>
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