[opal_migration_leads] OPAL Migration Digest for week of 8/5

Mon Aug 5 14:03:13 UTC 2024

Good morning,

Here's this week's digest related to the Alma migration -

The recording links to last week's Q&A sessions with Ex Libris are posted in Basecamp.

Upcoming Meetings & Due Dates:

  *   OhioLINK/Ex Libris Project Leads Meeting<https://www.ohiolink.edu/ostaff/ils_implementation/events/project_leads_meeting_physical_resource_management>: Physical Resource Management, August 8 from 1 - 3 pm.
  *   Biweekly OPAL Migration Project Lead Meeting<https://ohionet-org.zoom.us/j/83185994231?pwd=A6bbWwO00NlS8dab42XVHQqD5axTGM.1>, Friday, August 9 at 10 am.
  *   OPAL ILS Migration Conversation<https://ohionet-org.zoom.us/j/85707450159?pwd=UbkZtwk09X2b5XnbUSABnMRKyVaYZI.1%20https://ohionet-org.zoom.us/j/85707450159?pwd=UbkZtwk09X2b5XnbUSABnMRKyVaYZI.1>, Wednesday, August 14 at 1 pm.

  *   OhioLINK LSP Working Group Update (requires registration<https://oh-tech.webex.com/weblink/register/r235e1f5803594ad4d8f62ce270176f68>), August 13 at 3 pm.

Configuration Forms:

  *   The final version of the Configuration form is due August 23.

  *   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.
  *   A few areas of the form have been clarified through the Q&A sessions and consultant feedback. The Configuration form guide<https://info.opal-libraries.org/alma/configuration> on the OPAL website has already been updated accordingly with specific Ex Libris recommendations:
TOU tab

     *   When Col. 4 Circulatable is set to "N" you will also need to set Col. 23 (Renewable?) and Col. 31 (Requestable?) to "N".
     *   Col. 33 Pickup location - Ex Libris is suggesting we select "In Institution".
     *   Col. 36-37 Is Requestable for Physical/Digital Resource Sharing - 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.
Acquisitions tab

     *   Acquire For and Served Libraries - only need to fill out if you have multiple libraries set up for your institution.
Resource Management tab

     *   9xx fields - Ex Libris suggests adding 907 Sierra Bib ID.
  *   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.

Training:
Physical Resource Management (recommended for anyone doing cataloging). Links to Hands-On Exercises are in Basecamp<https://knowledge.exlibrisgroup.com/@api/deki/files/137397/4._Resource_Management_-_Metadata_Editor.docx?revision=1>.

  *   Metadata Editor Overview (5 min.)<https://knowledge.exlibrisgroup.com/Alma/Training/AlmaEssentials/Alma_Essentials_-_English/M_Metadata_Editor/A_Metadata_Editor_Overview>
  *   Editing Records in the Metadata Editor (6 min.)<https://knowledge.exlibrisgroup.com/Alma/Training/AlmaEssentials/Alma_Essentials_-_English/M_Metadata_Editor/B_Editing_Records_in_the_Metadata_Editor>
  *   Record Actions in the Metadata Editor (3 min.)<https://knowledge.exlibrisgroup.com/Alma/Training/AlmaEssentials/Alma_Essentials_-_English/M_Metadata_Editor/C_Record_Actions_in_the_Metadata_Editor>
  *   Working with Record Templates (5 min.)<https://knowledge.exlibrisgroup.com/Alma/Training/AlmaEssentials/Alma_Essentials_-_English/M_Metadata_Editor/D_Working_with_Record_Templates>
  *   Search and Browse in the Metadata Editor (6 min.)<https://knowledge.exlibrisgroup.com/Alma/Training/AlmaEssentials/Alma_Essentials_-_English/M_Metadata_Editor/E_Search_and_Browse_in_the_Metadata_Editor>

Best,
Heidi

[A picture containing text, gauge, clipart    Description automatically generated]
Heidi Beke-Harrigan, MLS, CPL
Library Operations Analyst
OhioNet | Suite 275 | 570 Polaris Parkway
Westerville, Ohio 43082
p: (614) 484-1068 | https://www.ohionet.org<https://www.ohionet.org/>
(she/her/hers)
[https://res-h3.public.cdn.office.net/assets/bookwithme/misc/CalendarPerson20px.png]<https://outlook.office.com/bookwithme/user/59ac9a10a391432680883f31e8542f46@ohionet.org?anonymous&ep=signature>

Book time to meet with me<https://scheduler.zoom.us/ohionet-heidi-beke-harrigan>

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