[opal_migration_leads] 🎉 Week of 8/26 OPAL Migration Digest

[Heidi Beke-Harrigan]

Good afternoon,

We’ve reached a milestone and completed our Configuration forms (with just a few awaiting action from Ex Libris)!  🥳

With fall semester upon us it’s fortunately a light week in terms of our collective “to-do” list -

Upcoming Meetings & Due Dates:

  *   The recording link<https://ohionet-org.zoom.us/rec/share/GYhz0wwJiJihFFjHwd5B1FsgGiC2Ss-WYMusuPfEWgsoM3189t-KusDcCXWvniap.Sc6bK6xTCu7D2R5u?pwd=lHZzOQKmmMzCINvTUTIzTwSbDNlWvQzu> for the August 23, 2024 Project Leads Biweekly Meeting has been posted<https://info.opal-libraries.org/alma/migration>.

  *   OhioLINK/Ex Libris Project Leads Meeting: Print Acquisitions on August 29 at 1 pm.
  *   If you missed this month’s OhioLINK Working Groups Update you can review the recording here<https://www.ohiolink.edu/webinars/2024/lsp_working_groups_update_august_2024>.

Training:
This week’s training modules are mostly for anyone involved in purchasing and acquisitions functions:


  *   Purchasing:
     *   Purchasing Overview (4 min.)<https://knowledge.exlibrisgroup.com/Alma/Training/AlmaEssentials/Alma_Essentials_-_English/J_Purchasing/A_Purchasing_Overview>
     *   Creating Orders (4 min.)<https://knowledge.exlibrisgroup.com/Alma/Training/AlmaEssentials/Alma_Essentials_-_English/J_Purchasing/B_Creating_Orders>
     *   Purchasing Physical Items (7 min.)<https://knowledge.exlibrisgroup.com/Alma/Training/AlmaEssentials/Alma_Essentials_-_English/J_Purchasing/C_Purchasing_Physical_Items>
     *   Purchasing Electronic Resources (10 min.)<https://knowledge.exlibrisgroup.com/Alma/Training/AlmaEssentials/Alma_Essentials_-_English/J_Purchasing/D_Purchasing_Electronic_Resources>
     *   Import Records in Batch for New Orders (6 min.)<https://knowledge.exlibrisgroup.com/Alma/Training/AlmaEssentials/Alma_Essentials_-_English/J_Purchasing/E_Import_Records_in_Batch_for_New_Orders>

  *   Receiving and Invoicing:
     *   Receive Physical Items (6 min.)<https://knowledge.exlibrisgroup.com/Alma/Training/AlmaEssentials/Alma_Essentials_-_English/L_Receiving_and_Invoicing/A_Receive_Physical_Items>
     *   Invoicing (7 min.)<https://knowledge.exlibrisgroup.com/Alma/Training/AlmaEssentials/Alma_Essentials_-_English/L_Receiving_and_Invoicing/B_Invoicing>

  *   Hands-On Exercises: instructions and links in Basecamp<https://3.basecamp.com/3765443/buckets/36778639/todos/7238702847>.

Acquisitions Administrators who set up vendors and manage funds and ledgers will also want to review:

  *   Acquisitions Overview (4 min.)<https://knowledge.exlibrisgroup.com/Alma/Training/AlmaEssentials/Alma_Essentials_-_English/I_Acquisitions_Infrastructure/A_Acquisitions_Overview>
  *   Vendors (5 min.)<https://knowledge.exlibrisgroup.com/Alma/Training/AlmaEssentials/Alma_Essentials_-_English/I_Acquisitions_Infrastructure/B_Vendors>
  *   Ledgers and Funds (6 min.)<https://knowledge.exlibrisgroup.com/Alma/Training/AlmaEssentials/Alma_Essentials_-_English/I_Acquisitions_Infrastructure/C_Ledgers_and_Funds>


  *   Optional electronic resources review for everyone:
     *   Activating Electronic Resources (7 min.)<https://knowledge.exlibrisgroup.com/Alma/Training/AlmaEssentials/Alma_Essentials_-_English/K_Managing_Electronic_Resources/A_Activating_Electronic_Resources>
     *   Licenses (4 min.)<https://knowledge.exlibrisgroup.com/Alma/Training/AlmaEssentials/Alma_Essentials_-_English/I_Acquisitions_Infrastructure/D_Licenses>




Have a good week!

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>


-------------- next part --------------
An HTML attachment was scrubbed...
URL: <http://lists.opal-libraries.org/pipermail/opal_migration_leads/attachments/20240826/52a14270/attachment-0001.htm>
-------------- next part --------------
A non-text attachment was scrubbed...
Name: image001.png
Type: image/png
Size: 3426 bytes
Desc: image001.png
URL: <http://lists.opal-libraries.org/pipermail/opal_migration_leads/attachments/20240826/52a14270/attachment-0001.png>