[opal_migration_leads] Week of 7/22 OPAL Migration Digest

Mon Jul 22 19:15:31 UTC 2024

Hello,

Here's this week's digest related to the Alma migration -

The recording link<https://ohionet-org.zoom.us/rec/share/VGgoRbEEhunL6BK4g9B8EY7rxpCyL4ziamzJ-OZjk_yQZJBjCgwB8wQtwY6Tg8Tl.wawnCuv5UxfXzWu8?pwd=GsZb0f3OmMMRDDKiSCYRWYngUFKZphhC> from last week's  OPAL ILS Migration Conversation 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 & Due Dates:

  *   Open office hours are scheduled with Matt and Heidi this week for you to drop in with specific questions about the Configuration forms:
     *   Wednesday, July 24 from 12 noon to 2 pm - Join Zoom Meeting<https://ohionet-org.zoom.us/j/83044624099?pwd=Dhq1ILsfvGqsLXnbSaXBbs84Yo1xVp.1>
     *   Thursday, July 25 from 9 am - 11 am - Join Zoom Meeting<https://ohionet-org.zoom.us/j/89492961157?pwd=xCXtqou8roi0ZPZ4Ovy0QRnwbqr59T.1>

  *   Biweekly OPAL Migration Project Lead Meeting<https://ohionet-org.zoom.us/j/83185994231?pwd=A6bbWwO00NlS8dab42XVHQqD5axTGM.1>, Friday, July 26 at 10 am.

  *   You should have received an invitation from Ex Libris to attend 1 of 6 Configuration form Q&A meetings (held on July 25, July 30 or August 1). Those will replace the regular Thursday 2-hour meetings until August 6.

  *   The Authentication form and Configuration form draft are both due July 31.

Configuration Forms:

  *   Ex Libris has posted corrected versions of forms. Make sure you are working with the most recent version.

  *   Given the short deadline to complete the forms, we invite you to consider the following two options for completion:
     *   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 you have not already shared your plans, please send us a quick email update. We will complete forms for libraries we don't hear from as we can fit them in.

  *   Heidi can send you copies of your current loan rules and a summary table of the preliminary Alma-focused circulation policies (the ones you submitted previously) as a reference when filling out the form.
  *   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.
  *   This version of the configuration form is less detailed than the one used for the Vanguard libraries. For items that circulate differently in a location based on the kind of material they are (ITYPE) we will need to do some additional configuration to create item policies in Alma once the admin environment is accessible.

  *   For any electronic resources listed in the Locations tab, we suggest mapping those to a non-circulating location group.

  *   If you have asked us to fill out your Configuration forms, we will include your EZproxy information in the "Alma & Primo VE Additional Configurations" form.
     *   The other information is recommended but not required and needs your input.
     *   For #2 you can indicate external databases you would like to be able to search and import records from for copy cataloging (full list of available external sources here<https://knowledge.exlibrisgroup.com/Content/Knowledge_Articles/Alma/Knowledge_Articles/Alma's_External_resources>). If you have a WorldCat full cataloging subscription you would enter your OCLC authorization number and password (9 digits, usually starts with 100).
     *   The rest of the form contains information for your reference. Item #3 refers to the integration profile that is required to set up the gateway to be able to export from Connexion/Record Manager into Alma. This is the password Alma is assigning, but you can change it and indicate that on the form to let them know.

Training:

  *   There is no new training recommended while we are filling out the Configuration forms.
  *   Ex Libris is in the process of changing their certification platform<https://3.basecamp.com/3765443/buckets/36778639/messages/7621227530>. The current Ex Libris Academy will be unavailable from Aug. 23 - Sep. 1, 2024. Access to the new Library Software Academy opens Sep. 2. All completed certifications will be migrated to the new platform.

General Notes:

  *   Please reserve one of your allocated Alma named user accounts for OhioNet.

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>

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