[opal_migration_leads] Week of 7/1 OPAL Migration Digest
Heidi Beke-Harrigan
heidib at ohionet.org
Mon Jul 1 16:51:03 UTC 2024
Hello Everyone,
Here's this week's digest related to the Alma migration -
The recording link<https://ohionet-org.zoom.us/rec/share/3ywBT4ok64gL1ysFZFVCgY5OFVBeFIbTYvwzwdwio76HqjDN8pMgViAsaizQYC8.v_i32wnQn10r7EO3?pwd=kc3d5TOBFKGlcHYpVQZed9Sy4VFClehE> from last week's Biweekly Migration Project Leads Meeting is available and posted with other recordings on the OPAL website Alma/Ex Libris migration pages<https://info.opal-libraries.org/alma/migration>.
Upcoming Meetings:
* No Thursday Ex Libris/OhioLINK Project Leads Meeting this week.
* Our next Biweekly Project Leads Meeting will be July 12 at 10 am.
* OPAL ILS Migration Conversation for everyone on July 19 at 1 pm (new time).
Meeting links on the OPAL calendar<https://info.opal-libraries.org/calendar> page.
Forms Due:
Blank copies of the Primo VE Implementation and Rapido forms (due to Ex Libris yesterday) are attached in case you couldn't save a copy and would like to create one for your records or share with us.
Training
* During last week's meeting Ex Libris noted some libraries experienced problems with the recent training exercises assigned in Basecamp. Newer versions of the exercises are available and should be the default for our project going forward.
* Looking ahead to next week, these are the general core concept topics recommended to complete by July 9th. Additional advanced topics and exercises are available in Basecamp<https://3.basecamp.com/3765443/buckets/36778639/todos/7238702531>.
* Patron Services Overview (3 min.)<https://knowledge.exlibrisgroup.com/Alma/Training/AlmaEssentials/Alma_Essentials_-_English/C_Loaning/A_Patron_Services_Overview>
* Patron Loans and Proxy Loans (3 min.)<https://knowledge.exlibrisgroup.com/Alma/Training/AlmaEssentials/Alma_Essentials_-_English/C_Loaning/B_Patron_Loans_and_Proxy_Loans>
* Loan Material Records (5 min.)<https://knowledge.exlibrisgroup.com/Alma/Training/AlmaEssentials/Alma_Essentials_-_English/C_Loaning/C_Loan_Material_Records>
* Renewals (2 min.)<https://knowledge.exlibrisgroup.com/Alma/Training/AlmaEssentials/Alma_Essentials_-_English/D_Renewals_and_Returns/A_Renewals>
* Returns (2 min.)<https://knowledge.exlibrisgroup.com/Alma/Training/AlmaEssentials/Alma_Essentials_-_English/D_Renewals_and_Returns/B_Returns>
* Notes and Blocks (2 min.)<https://knowledge.exlibrisgroup.com/Alma/Training/AlmaEssentials/Alma_Essentials_-_English/D_Renewals_and_Returns/C_Notes_and_Blocks>
* Creating Physical Item Requests (4 min.)<https://knowledge.exlibrisgroup.com/Alma/Training/AlmaEssentials/Alma_Essentials_-_English/E_Physical_Requests/A_Creating_Physical_Item_Requests>
* Filling and Monitoring Physical Item Requests (2 min.)<https://knowledge.exlibrisgroup.com/Alma/Training/AlmaEssentials/Alma_Essentials_-_English/E_Physical_Requests/B_Filling_and_Monitoring_Physical_Item_Requests>
* Hold Shelf (3 min.)<https://knowledge.exlibrisgroup.com/Alma/Training/AlmaEssentials/Alma_Essentials_-_English/E_Physical_Requests/C_Hold_Shelf>
* Move Requests (3 min.)<https://knowledge.exlibrisgroup.com/Alma/Training/AlmaEssentials/Alma_Essentials_-_English/E_Physical_Requests/D_Move_Requests>
* Move Request Management (3 min.)<https://knowledge.exlibrisgroup.com/Alma/Training/AlmaEssentials/Alma_Essentials_-_English/E_Physical_Requests/E_Move_Request_Management>
* Course Reserves (if applicable at your institution)
* Creating Course Reserves (4 min.)<https://knowledge.exlibrisgroup.com/Alma/Training/AlmaEssentials/Alma_Essentials_-_English/H_Course_Reserves/A_Creating_Course_Reserves>
* Populating Reading Lists (5 min.)<https://knowledge.exlibrisgroup.com/Alma/Training/AlmaEssentials/Alma_Essentials_-_English/H_Course_Reserves/B_Populating_Reading_Lists>
* Viewing Reading Lists (2 min.<https://knowledge.exlibrisgroup.com/Alma/Training/AlmaEssentials/Alma_Essentials_-_English/H_Course_Reserves/C_Viewing_Reading_Lists>
* A copy of the "User Roles Reference Sheet" that Laney mentioned during her presentation last week is attached.
Authentication Notes
* Summer is an ideal time to start the transition from username/barcode authentication to SSO for proxy authentication if that's on your "to-do" list. We recommend completing that step before the Alma SIS load & authentication configurations. This is not part of Ex Libris ticketing - just contact OPALHelp to get started.
* The authentication forms for Ex Libris are due July 31. You can get to them through Basecamp > OhioLINK Alma/Primo VE Project Implementation > Docs & Files > 3rd Party Integrations > Authentication. For libraries that will handle patron records manually you only need to fill out the "Main" tab on the form and select "Ex Libris Identity Service" as your primary authentication method.
* Ex Libris will be opening three support tickets: one for Alma authentication, one for Primo VE authentication, and one for SIS/patron load. Once those are created, please add Matt and me to the ticket so that we're looped in and can assist with any questions and troubleshooting. If you do not want to submit your authentication form through Basecamp for security reasons, you can wait until the tickets are opened and share it that way.
Have a happy and safe July 4th holiday!
Best,
Heidi
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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/>
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Book time to meet with me<https://outlook.office.com/bookwithme/user/59ac9a10a391432680883f31e8542f46@ohionet.org?anonymous&ep=signature>
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