[opal_migration_leads] Week of 7/15 OPAL Migration Digest

Fri Jul 12 21:43:26 UTC 2024

Hello,

Here's this week's digest related to the Alma migration and there's a lot going on -

The recording link<https://ohionet-org.zoom.us/rec/play/ywUMePnOOyLeKVhxJjej2J9uLvbDSKSGPWyV5zwNZtGUNLPcGQ-_EXhnWp-Q42YjgDhViE6vBDWnlmjp.M5fJfIGjus7JIPsE?canPlayFromShare=true&from=share_recording_detail&continueMode=true&pwd=joSUbr-2vaBc76rqEMRnWEB8uwjnUU21&componentName=rec-play&originRequestUrl=https%3A%2F%2Fohionet-org.zoom.us%2Frec%2Fshare%2FQt1w-l6iFw83ZEOkW3-ajHv6n6e5WoK1qbiJaeQq00noX2D3nHg-r7UXPNHIkh4k.vrGlta72wVaVFn5X%3Fpwd%3DjoSUbr-2vaBc76rqEMRnWEB8uwjnUU21&autoplay=true&startTime=1720793226000> 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:

  *   Ex Libris/OhioLINK Project Leads Meeting (Topic: Configuration Form) on Thursday July 18 at 1 pm.
  *   OPAL ILS Migration Conversation on Friday, July 19, at 1 pm. We will be focusing on the Configuration forms.
  *   Office hours will be available to talk through the Configuration forms. Details to follow soon!

Training:

  *   Ex Libris suggests Project Leads watch the Implementation Configuration Tutorials<https://knowledge.exlibrisgroup.com/Alma/Implementation_and_Migration/Implementation_Guides>. The Implementation Guides page also includes documentation and a sample configuration form.

Configuration Forms:

  *   Ex Libris will provide a pre-populated Configuration form in Basecamp (your institutional folder in Docs & Files) on July 18.
  *   Given the short deadline to complete the forms, we invite you to consider two options for completion and let Matt & myself know your plans by July 18 (we've already heard from MTSM, Tiffin, Hiram, and Wilmington):
     *   OPAL Project Leads can start working on the Configuration form for their institution if they feel comfortable doing so and share the draft with us by July 29. That will give us a little time to answer questions and provide feedback before the first version is due on the 31.
     *   The other option is for us to draft key elements of your form (as was our original plan) and send it to you for review if you will be away or would like assistance with this part. If we do not hear from you, we're assuming this is your approach.
  *   You requested samples of the pre-populated and completed Vanguard Configuration forms - watch for those to be shared through this listserv shortly.
  *   I can send you copies of your current loan rules and a summary table of the preliminary Alma-focused circulation policies you submitted previously - they may be a reference when filling out the form. Let me know and I'll get them to you July 17 (I need to be out of the office earlier in the week).
  *   The purpose of the form is to translate your current data into Alma. While you will be limited to 8 locations (fulfillment units) and 5 exception types on the form, you will be able to add more locations and policies in the Alma Configuration utility later. For now, you may need to temporarily work within broader categories than what you ultimately set up. This will become clearer once you see the form.

General Notes:

  *   Ex Libris will not actively work on the authentication piece until October (even though the Authentication form is due July 31 and ProQuest is opening cases). Beyond laying the groundwork now, authentication testing and finalization won't happen until the fall, so if your IT is busy with other projects over the summer, it's ok.
  *   Access the ProQuest support portal for tickets related to authentication at: https://support.proquest.com<https://support.proquest.com/>.  After you are logged in go to manage cases (top left) > change from "recently viewed" to "my open cases" > gives you case numbers. Open the case to edit notification emails. You will want to add mattp at ohionet.org<mailto:mattp at ohionet.org> and heidib at ohionet.org<mailto:heidib at ohionet.org>. If you also need add IT and other contacts and find there aren't enough email slots, just include Matt for now. We will send detailed instructions for adding us as users to your institutional permissions once we can verify the process from within the support portal.
  *   At last week's meeting OhioLINK and Ex Libris they announced the Go Live date for Alma has changed from a single date for everyone in June 2025 to a rolling schedule throughout the month. As soon as dates are finalized institutions will be notified when they can expect to launch Alma.
Have a good week!
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/>
(she/her/hers)
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Book time to meet with me<https://scheduler.zoom.us/ohionet-heidi-beke-harrigan>

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