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<p class="MsoNormal">Good morning,<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 recording links to last week’s Q&A sessions with Ex Libris are posted in Basecamp.<o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<h3>Upcoming Meetings & Due Dates:<o:p></o:p></h3>
<ul style="margin-top:0in" type="disc">
<li class="MsoListParagraph" style="margin-bottom:12.0pt;margin-left:0in;mso-list:l0 level1 lfo1">
<a href="https://www.ohiolink.edu/ostaff/ils_implementation/events/project_leads_meeting_physical_resource_management">OhioLINK/Ex Libris Project Leads Meeting</a>: Physical Resource Management, August 8 from 1 – 3 pm.<o:p></o:p></li><li class="MsoListParagraph" style="margin-bottom:12.0pt;margin-left:0in;mso-list:l0 level1 lfo1">
<a href="https://ohionet-org.zoom.us/j/83185994231?pwd=A6bbWwO00NlS8dab42XVHQqD5axTGM.1">Biweekly OPAL Migration Project Lead Meeting</a>, Friday, August 9 at 10 am.<o:p></o:p></li><li class="MsoListParagraph" style="margin-left:0in;mso-list:l0 level1 lfo1"><a href="https://ohionet-org.zoom.us/j/85707450159?pwd=UbkZtwk09X2b5XnbUSABnMRKyVaYZI.1%20https://ohionet-org.zoom.us/j/85707450159?pwd=UbkZtwk09X2b5XnbUSABnMRKyVaYZI.1">OPAL ILS Migration
Conversation</a>, <b><u>Wednesday</u></b>, August 14 at 1 pm.<o:p></o:p></li></ul>
<p class="MsoListParagraph"><o:p> </o:p></p>
<ul style="margin-top:0in" type="disc">
<li class="MsoListParagraph" style="margin-left:0in;mso-list:l0 level1 lfo1">OhioLINK LSP Working Group Update (requires
<a href="https://oh-tech.webex.com/weblink/register/r235e1f5803594ad4d8f62ce270176f68">
registration</a>), August 13 at 3 pm.<br>
<br>
<o:p></o:p></li></ul>
<p class="MsoNormal"><o:p> </o:p></p>
<h3>Configuration Forms:<o:p></o:p></h3>
<ul style="margin-top:0in" type="disc">
<li class="MsoListParagraph" style="margin-left:0in;mso-list:l1 level1 lfo2">The final version of the Configuration form is due
<b>August 23</b>.<br>
<br>
<o:p></o:p></li><li class="MsoListParagraph" style="color:#283C46;margin-top:.05in;margin-bottom:8.0pt;margin-left:0in;line-height:105%;mso-list:l1 level1 lfo2;background:white">
If we filled out your draft Configuration form, we’re planning on updating your form with the Ex Libris suggested changes and can incorporate any additional edits you have. If you are planning on making edits to your form and resubmitting the final version
to Basecamp directly instead, just let us know.<o:p></o:p></li><li class="MsoListParagraph" style="margin-bottom:12.0pt;margin-left:0in;mso-list:l1 level1 lfo2">
A few areas of the form have been clarified through the Q&A sessions and consultant feedback. The
<a href="https://info.opal-libraries.org/alma/configuration">Configuration form guide</a> on the OPAL website has already been updated accordingly with specific Ex Libris recommendations:
<o:p></o:p></li></ul>
<p class="MsoNormal" style="mso-margin-top-alt:0in;margin-right:0in;margin-bottom:12.0pt;margin-left:.5in">
<b>TOU tab <o:p></o:p></b></p>
<ul style="margin-top:0in" type="disc">
<ul style="margin-top:0in" type="circle">
<li class="MsoListParagraph" style="margin-bottom:12.0pt;margin-left:0in;mso-list:l1 level2 lfo2">
When Col. 4 <u>Circulatable</u> is set to “N” you will also need to set Col. 23 (Renewable?) and Col. 31 (Requestable?) to “N”.<o:p></o:p></li><li class="MsoListParagraph" style="margin-bottom:12.0pt;margin-left:0in;mso-list:l1 level2 lfo2">
Col. 33 <u>Pickup location</u> - Ex Libris is suggesting we select “In Institution”.<o:p></o:p></li><li class="MsoListParagraph" style="margin-bottom:12.0pt;margin-left:0in;mso-list:l1 level2 lfo2">
Col. 36-37 <u>Is Requestable for Physical/Digital Resource Sharing</u> – Set to “N” because this form is only for circulation to your patrons and does not include lending to other institutions. That functionality will be set up separately later.<o:p></o:p></li></ul>
</ul>
<p class="MsoNormal" style="mso-margin-top-alt:0in;margin-right:0in;margin-bottom:12.0pt;margin-left:.5in">
<b>Acquisitions tab<o:p></o:p></b></p>
<ul style="margin-top:0in" type="disc">
<ul style="margin-top:0in" type="circle">
<li class="MsoListParagraph" style="margin-bottom:12.0pt;margin-left:0in;mso-list:l1 level2 lfo2">
<u>Acquire For and Served Libraries</u> – only need to fill out if you have multiple libraries set up for your institution.<o:p></o:p></li></ul>
</ul>
<p class="MsoNormal" style="mso-margin-top-alt:0in;margin-right:0in;margin-bottom:12.0pt;margin-left:.5in">
<b>Resource Management tab<o:p></o:p></b></p>
<ul style="margin-top:0in" type="disc">
<ul style="margin-top:0in" type="circle">
<li class="MsoListParagraph" style="margin-bottom:12.0pt;margin-left:0in;mso-list:l1 level2 lfo2">
<u>9xx fields</u> - Ex Libris suggests adding 907 Sierra Bib ID. <o:p></o:p></li></ul>
<li class="MsoListParagraph" style="margin-bottom:12.0pt;margin-left:0in;mso-list:l1 level1 lfo2">
You might also want to review the fines/fees listed in your form under the TOU tab for any inconsistencies or opportunities to streamline. It is also possible to base the Lost Item Replacement fee on the cost information in the item record. You will be able
to set that when configuring your exceptions for things like laptops or equipment in Alma. You can also set this for an entire fulfillment location by entering “None” in the Lost Item Replacement fee field of the Configuration form.<o:p></o:p></li></ul>
<p class="MsoNormal" style="mso-margin-top-alt:.05in;margin-right:0in;margin-bottom:8.0pt;margin-left:0in;line-height:105%;background:white">
<span style="color:#283C46"><o:p> </o:p></span></p>
<h3><strong><span style="font-family:"Aptos",sans-serif;font-weight:normal">Training:<o:p></o:p></span></strong></h3>
<p class="MsoNormal" style="margin-top:.05in;background:white"><strong><span style="font-family:"Aptos",sans-serif;color:black;font-weight:normal">Physical Resource Management (recommended for anyone doing cataloging).
</span></strong><span style="color:#283C46">Links to Hands-On Exercises are in <a href="https://knowledge.exlibrisgroup.com/@api/deki/files/137397/4._Resource_Management_-_Metadata_Editor.docx?revision=1">
Basecamp</a>.<o:p></o:p></span></p>
<p class="MsoNormal"><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="MsoNormal" style="color:#283C46;margin-top:.05in;mso-list:l1 level1 lfo2;background:white">
<a href="https://knowledge.exlibrisgroup.com/Alma/Training/AlmaEssentials/Alma_Essentials_-_English/M_Metadata_Editor/A_Metadata_Editor_Overview" target="_blank">Metadata Editor Overview (5 min.)</a><o:p></o:p></li><li class="MsoNormal" style="color:#283C46;margin-top:.05in;mso-list:l1 level1 lfo2;background:white;box-sizing: border-box;scrollbar-color: rgb(193, 193, 193) rgba(0, 0, 0, 0);scrollbar-width: thin">
<a href="https://knowledge.exlibrisgroup.com/Alma/Training/AlmaEssentials/Alma_Essentials_-_English/M_Metadata_Editor/B_Editing_Records_in_the_Metadata_Editor" target="_blank">Editing Records in the Metadata Editor (6 min.)</a><o:p></o:p></li><li class="MsoNormal" style="color:#283C46;margin-top:.05in;mso-list:l1 level1 lfo2;background:white;box-sizing: border-box;scrollbar-color: rgb(193, 193, 193) rgba(0, 0, 0, 0);scrollbar-width: thin">
<a href="https://knowledge.exlibrisgroup.com/Alma/Training/AlmaEssentials/Alma_Essentials_-_English/M_Metadata_Editor/C_Record_Actions_in_the_Metadata_Editor" target="_blank">Record Actions in the Metadata Editor (3 min.)</a><o:p></o:p></li><li class="MsoNormal" style="color:#283C46;margin-top:.05in;mso-list:l1 level1 lfo2;background:white;box-sizing: border-box;scrollbar-color: rgb(193, 193, 193) rgba(0, 0, 0, 0);scrollbar-width: thin">
<a href="https://knowledge.exlibrisgroup.com/Alma/Training/AlmaEssentials/Alma_Essentials_-_English/M_Metadata_Editor/D_Working_with_Record_Templates" target="_blank">Working with Record Templates (5 min.)</a><o:p></o:p></li><li class="MsoNormal" style="color:#283C46;margin-top:.05in;mso-list:l1 level1 lfo2;background:white;box-sizing: border-box;scrollbar-color: rgb(193, 193, 193) rgba(0, 0, 0, 0);scrollbar-width: thin">
<a href="https://knowledge.exlibrisgroup.com/Alma/Training/AlmaEssentials/Alma_Essentials_-_English/M_Metadata_Editor/E_Search_and_Browse_in_the_Metadata_Editor" target="_blank">Search and Browse in the Metadata Editor (6 min.)</a><o:p></o:p></li></ul>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal"><span style="font-family:"Calibri",sans-serif"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="font-family:"Calibri",sans-serif">Best,<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-family:"Calibri",sans-serif">Heidi<o:p></o:p></span></p>
<p class="MsoNormal"><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"><span style="font-size:12.0pt;mso-ligatures:none"><img border="0" width="75" height="81" style="width:.7777in;height:.8402in" id="Picture_x0020_7" src="cid:image001.png@01DAE41D.9988E100" alt="A picture containing text, gauge, clipart
Description automatically generated"></span><span style="mso-ligatures:none"><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-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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<p class="MsoNormal"><span style="font-size:12.0pt"><br>
</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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<table class="MsoNormalTable" border="0" cellspacing="3" cellpadding="0">
<tbody>
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