[opal_migration_leads] Week of 12/9 OPAL Migration Digest

Tue Dec 10 18:28:27 UTC 2024

Hello,

Here's this week's Alma migration update -

The recording link<https://ohionet-org.zoom.us/rec/share/YxR5xpSMzHVeNoqzNls6sdHueX1DjMLq7AS8_pCmIV3YmfYgazm05QPvDid5g1RZ.ox8i3yYk7bEOi3Rs?pwd=dDS_ynYkDCLeH1GqNVHYRN4X2X-9K2S0m> for the November 25 OPAL ILS Migration Conversation is available if you missed the meeting.

Upcoming Meetings

  *   OhioLINK/Ex Libris Project Leads Meetings: Advance Resource Management (Merge + Normalization Rules) on Thursday, December 12 at 1 pm.
  *   OPAL Migration Project Leads meeting<https://ohionet-org.zoom.us/j/83185994231?pwd=A6bbWwO00NlS8dab42XVHQqD5axTGM.1> - Friday, December 13 at 10 am.
  *   OPAL ILS Migration Conversation<https://ohionet-org.zoom.us/j/87071425347?pwd=IybIJ9eaWbbkFo9HzaOOsgeKJtwpo5.1> - Monday, December 17 at 1 pm.

SIS Load
You do not need to attend the scheduled OhioLINK SIS/patron load call this week. We are already working on configuring your patron load data for Alma and plan to start testing shortly. If your IT team is working on this, please let them know they do not need to proceed.

Areas to Focus On

  *   Equipment and Reserve Fulfillment - Double check your reserves,  equipment, and unique collections to make sure they are circulating the way you intend. If you have questions or need changes made, please reach out.
  *   Letters/Notices - Project Leads have been assigned the Letters Admin role if we didn't receive specific instructions about who at your institution should have access.
Two letters you might want to start with:

     *   Ful Overdue And Lost Loan Letter
     *   Ful Overdue And Lost Loan Notification Letter
These letters produce one letter, per user, and can list multiple overdue/lost items in a single letter.

Do NOT configure the Ful Lost Loan Letter or the Ful Lost Loan Notification Letter. Despite the names these two letters would send out individual letters for each item.

  *   Primo VE - Each institution should be working on configuring their Discovery Views for Primo<https://knowledge.exlibrisgroup.com/Primo/Product_Documentation/020Primo_VE/Primo_VE_(English)/050Display_Configuration/010Configuring_Discovery_Views_for_Primo_VE#Branding_Your_View>. Branding can be customized using Primo Studio for Primo VE<https://knowledge.exlibrisgroup.com/Primo/Product_Documentation/020Primo_VE/Primo_VE_(English)/030Primo_VE_User_Interface/Primo_Studio_for_Primo_VE>. Project leads have access to the Primo Admin role. Let us know if you need the role assigned to additional users at your institution.

Emai Handling
The default for Alma mail handling has been configured to use an opal-libraries.org mail address (For example, Antioch University Library <antioch-university at opal-libraries.org<mailto:antioch-university at opal-libraries.org>>) to provide an email delivery option that doesn't require special configuration or place a limit on the daily number of emails allowed (Gmail). Bounces and replies for opal-libraries.org<http://opal-libraries.org/> email addresses will come to us and we will forward them to you, as we currently do when people reply to your Sierra notices.
If you and your IT department have already coordinated with us on a customized email handling configuration, that remains in place.
Over the next few days, we will use the Cloud App in Alma to apply your "from sender" across all of the letter types, so that you don't need to change all of those manually.

General Information

  *   While ExLibris training is currently focusing on import profiles and normalization rules you do not need to spend a lot of time on that functionality right now or worry about configuration. These operations are currently handled centrally in Sierra and we will manage any necessary changes in Alma for the time being.

  *   You can work on configuration, letters, branding etc. in Alma/Primo until the configuration freeze May 2.

  *   If you plan to configure location based circ desks as named users Alma does not support having one user signed in at multiple places at once. Make sure there is a user profile set up for each terminal to avoid problems.

  *   Count Use Functionality in Alma: Fulfillment > Scan in Items > Register in-house use for count.

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://ohionet-org.zoom.us/zbook/ohionet-heidi-beke-harrigan>

-------------- next part --------------
An HTML attachment was scrubbed...
URL: <http://lists.opal-libraries.org/pipermail/opal_migration_leads/attachments/20241210/8c499b9e/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/20241210/8c499b9e/attachment-0001.png>