[opal_migration_leads] Week of 7/8 OPAL Migration Digest

Heidi Beke-Harrigan heidib at ohionet.org
Mon Jul 8 15:39:08 UTC 2024


Hello Everyone,

Hope you had a good holiday weekend! Here's this week's digest related to the Alma migration -

Upcoming Meetings:

  *   The July OhioLINK LSP Milestone Update has been rescheduled to July 9, 3-4pm (was July 11 at 2-3pm). Register here<https://oh-tech.webex.com/webappng/sites/oh-tech/meeting/register/48d4995bbe344d48b017f6418d75e2ea?ticket=4832534b000000077dea84e8635ae42e232dd3552a5ae71d33d8207b7abe6a3b69f0069e50d4db62&timestamp=1720050017668&RGID=r29aac7df32a8d60b925035c246f06e13>.
(If you registered for the July 11 meeting, you should have gotten a notification about the change and don't need to re-register.) The meeting will be recorded if you are unable to attend.
  *   Ex Libris/OhioLINK Project Leads Meeting (Core Concepts: Fulfillment) on Thursday July 11 at 1 pm.
  *   Biweekly Project Leads Meeting will be July 12 at 10 am.



Training:

  *   The next set of training assignments (due on July 16) focus on tutorials specific to filling out the configuration form. Ex Libris suggests Project Leads work through the Implementation Configuration Tutorials<https://knowledge.exlibrisgroup.com/Alma/Implementation_and_Migration/Implementation_Guides>.



  *   Library staff not involved in that process might want to review the more general fulfillment (circulation) information assigned last week if they haven't already. 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>

General Notes:

  *   Reminder that you do NOT immediately need to fill out the configuration forms once Ex Libris adds those to your folders in Basecamp. OhioNet will do an initial run through of filling out the form and then send it to Project Leads for review and discussion, just as we did with the migration forms.
  *   Meet Your New LSP<https://www.ohiolink.edu/content/meet_your_new_lsp> - Definitions of the new platform components and training resources compiled by the OhioLINK Training and Documentation Working Group.

  *   The Vanguard Libraries panel presentation has been posted to Ostaff webinars page<https://www.ohiolink.edu/webinars>.

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)
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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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