[opal_migration_leads] Week of 8/12 OPAL Migration Digest

Mon Aug 12 17:42:14 UTC 2024

Hello,

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

The recording link<https://ohionet-org.zoom.us/rec/share/CzdEi6noz6m3fiVWyKl13hzuTIg3x3ego1Xnb4pQbQW_6v68H8BeMUxS_jaY2s7t.QLn0oVaHHi-VHqaA> for the August 9 OPAL Project Leads Meeting has been posted<https://info.opal-libraries.org/alma/migration>.

Upcoming Meetings & Due Dates:

  *   OhioLINK/Ex Libris Project Leads Meeting: Electronic Resource Management, August 15 from 1 - 3 pm.
  *   OhioLINK LSP Working Group Update (requires registration<https://oh-tech.webex.com/webappng/sites/oh-tech/meeting/register/8ddb6e3e116d4c678d072e2e0e929353?ticket=4832534b00000007e6529024116f531d1e7b18b627bd822cf821c29cf93aee3c9004b2b5372680ce&timestamp=1723480322342&RGID=r235e1f5803594ad4d8f62ce270176f68>), August 13 at 3 pm.
  *   OPAL ILS Migration Conversation<https://info.opal-libraries.org/calendar>, Wednesday, August 14 at 1 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.
  *   Libraries tab: IP Match field - Some consultants are asking if libraries want to fill in this optional field. Based on information so far, the primary function is to identify a patron's location when displaying available resources to patrons in Primo VE for institutions with more than one library (distributed electronic resource management<https://knowledge.exlibrisgroup.com/Alma/Product_Documentation/010Alma_Online_Help_(English)/Electronic_Resource_Management/090Configuring_Electronic_Resource_Management/020Configuring_Distributed_Access_to_Electronic_Resources#Managing_Inventory_Management_Groups>). While we await additional clarification around functional details, we encourage you NOT to specify the on-campus IP range. We can always add those later if they are helpful to users, but for now we're concerned setting them may result in off-campus users not being able to see that they could get access if they are signed in).

User Accounts:
Please include OPAL Help as one of your headcount numbers for the staffing survey<https://osu.az1.qualtrics.com/jfe/form/SV_0JJSMkj1jRZ3trg> sent out to directors today.

Training:
Electronic Resource Management (recommended for anyone working with E-Resources). The focus will be on "Essentials" training. Advanced topics, including setting up Alma's OpenURL resolver and configuring the connection between Primo VE and link resolvers, will be covered in advanced training sessions after test load environment and Primo VE deliveries.

Suggested Training(s):

  *   Activating an Electronic Collection (3 min)<https://knowledge.exlibrisgroup.com/Alma/Training/GettingtoKnowAlma/Getting_to_Know_Alma_-_English/D_Resources/C_Activating_an_Electronic_Collection>

Optional Training(s):
(Note: The interface featured on these videos may have slightly changed; however, the content is still relevant.)

  *   Activating Electronic Resources (7 min.)<https://knowledge.exlibrisgroup.com/Alma/Training/AlmaEssentials/Alma_Essentials_-_English/K_Managing_Electronic_Resources/A_Activating_Electronic_Resources>
  *   Searching for Electronic Resources in the Community Zone<https://knowledge.exlibrisgroup.com/Alma/Training/Electronic_Resources_Management_Workflow_Videos/A_Searching/Searching_for_Electronic_Resources_in_the_Community_Zone>
  *   Activating Electronic Portfolios from the Community Zone<https://knowledge.exlibrisgroup.com/Alma/Training/Electronic_Resources_Management_Workflow_Videos/C_Activating/A_Activating_Electronic_Portfolios_from_the_Community_Zone>
  *   Activating Electronic Collections from the Community Zone<https://knowledge.exlibrisgroup.com/Alma/Training/Electronic_Resources_Management_Workflow_Videos/C_Activating/B_Activating_Electronic_Collections_from_the_Community_Zone>
  *   Starting and Managing Trials (5 min.)<https://knowledge.exlibrisgroup.com/Alma/Training/AlmaEssentials/Alma_Essentials_-_English/K_Managing_Electronic_Resources/B_Starting_and_Managing_Trials>

The Managing Electronic Resources documentation<https://knowledge.exlibrisgroup.com/Alma/Product_Documentation/010Alma_Online_Help_(English)/Electronic_Resource_Management/030_Working_with_Local_Electronic_Resources/015Managing_Electronic_Resources> includes more information about maintaining collections and portfolios, options to consider, and links to additional training videos.

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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