[opal_migration_leads] Configuration form questions

[Marshall, Lauren]

My only addition to what Matt said is that we decided to put all electronic
locations from Sierra into a "noncirculating" location type, as we prefer
that they don't show up in the catalog as circulatable materials.

Cheers, Lauren

----------------------

Lauren K. Marshall, MS, MLIS
*she/her/hers*
Collections Analyst | Cataloging & Metadata Department
Grasselli Library and Breen Learning Center
John Carroll University
1 John Carroll Blvd.
University Heights, OH 44118





On Thu, Jul 25, 2024 at 11:23 AM Matt Polcyn via opal_migration_leads <
opal_migration_leads at opal-libraries.org> wrote:

> To your specific questions:
>
>
>
> *What location type should I use for each of the OhioLINK and OPAL ebook
> locations? Or do I leave those blank?*
>
>
>
> Every location needs to be mapped to one of your defined location groups
> (from the Fulfillment tab).  In theory, what you map these items to won’t
> matter all that much, since the P2E conversion process should convert most
> (if not all) of these to electronic inventory.  These locations were set to
> be suppressed from discovery anyway, so you could either map them to a
> non-circulating group … or to your primary group.  But eventually, we will
> need to identify any of the records remaining after the P2E conversion and
> resolve those (i.e., delete them and configure them as electronic
> inventory).
>
>
>
> *Do I need to choose a location type for the functional locations which
> moved from Sierra to the form, such as “Work Room” and “Circulation?” I
> understand these are not Alma locations.*
>
>
>
> Yes, you need to choose a location type for every location listed on the
> Locations tab.  Those records will indeed be migrated into Alma with those
> locations and the locations need to be grouped somehow.
>
>
>
> *What location type should I use for our local ebook location?*
>
>
>
> I’d suggest using the same one as you do for all the other locations for
> electronic resources (the OPAL and OhioLINK ones).
>
>
>
> *If Circulatable = N, do I need to fill in the rest of the fields to
> preclude the form from using the default data? If so, what sort of
> responses should I give?*
>
>
>
> That top row (row 7) is not a default circulation policy, as in that if
> nothing else applies, the top row will be used.  Instead, those values are
> only used to set the default values for the lower part of the form.
>
>
>
> So what you should do is to fill the top row with your most common
> settings and in the lower table (starting in row 12) only specify things
> that differ from the values in row 7.  Doing it that way will save you a
> significant amount of time in filling out the lower half.
>
>
>
> Hope that helps!
>
>
>
> Matt
>
>
>
> *From: *opal_migration_leads <
> opal_migration_leads-bounces at opal-libraries.org> on behalf of David R.
> Powell via opal_migration_leads <opal_migration_leads at opal-libraries.org>
> *Date: *Thursday, July 25, 2024 at 11:01 AM
> *To: *opal_migration_leads at opal-libraries.org <
> opal_migration_leads at opal-libraries.org>
> *Cc: *David Powell <DPowell at mtso.edu>
> *Subject: *[opal_migration_leads] Configuration form questions
>
> Hi gang,
>
>
>
> I have the following questions regarding the configuration form, which I’m
> posting here as well as to Basecamp, because I seem to have trouble getting
> a response to questions in the latter.
>
>
>
> On the Locations tab:
>
>    1. What location type should I use for each of the OhioLINK and OPAL
>    ebook locations? Or do I leave those blank?
>    2. Do I need to choose a location type for the functional locations
>    which moved from Sierra to the form, such as “Work Room” and “Circulation?”
>    I understand these are not Alma locations.
>    3. What location type should I use for our local ebook location?
>
>
>
> On the Policies, TOU, and Rules tab:
>
>    1. If Circulatable = N, do I need to fill in the rest of the fields to
>    preclude the form from using the default data? If so, what sort of
>    responses should I give?
>
>
>
> For the configuration form and additional configurations form, where do I
> upload them?
>
>
>
> Thanks for your help!
>
>
>
> Cheers,
>
> Dave
>
>
>
> David R. Powell
>
> Assistant Librarian
>
> Methodist Theological School in Ohio
>
> 3081 Columbus Pike
>
> Delaware, Ohio 43015
>
> (740) 362-3438
>
>
>
>
> --
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>
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