[opal_migration_leads] Configuration form questions

Thu Jul 25 16:16:38 UTC 2024

If you are working on the Configuration forms, I’ve collected some of the questions that have come up during office hours and created a list of tips and FAQs to guide you through the process. Those are posted on the OPAL Alma/Ex Libris Migration web pages under “Configuration Form<https://info.opal-libraries.org/alma/configuration>”.

I’ll be updating it as we get clarification from Ex Libris around things like the “On Shelf  Request Policy.”

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>

From: opal_migration_leads <opal_migration_leads-bounces at opal-libraries.org> On Behalf Of David R. Powell via opal_migration_leads
Sent: Thursday, July 25, 2024 11:55 AM
To: OPAL Alma Migration Leads Mailing List <opal_migration_leads at opal-libraries.org>
Cc: David Powell <DPowell at mtso.edu>
Subject: Re: [opal_migration_leads] Configuration form questions

Thanks, Lauren!

From: opal_migration_leads <opal_migration_leads-bounces at opal-libraries.org<mailto:opal_migration_leads-bounces at opal-libraries.org>> On Behalf Of Marshall, Lauren via opal_migration_leads
Sent: Thursday, July 25, 2024 11:34 AM
To: OPAL Alma Migration Leads Mailing List <opal_migration_leads at opal-libraries.org<mailto:opal_migration_leads at opal-libraries.org>>
Cc: Marshall, Lauren <lmarshall at jcu.edu<mailto:lmarshall at jcu.edu>>
Subject: Re: [opal_migration_leads] Configuration form questions

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<mailto: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<mailto: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<mailto:opal_migration_leads at opal-libraries.org>>
Date: Thursday, July 25, 2024 at 11:01 AM
To: opal_migration_leads at opal-libraries.org<mailto:opal_migration_leads at opal-libraries.org> <opal_migration_leads at opal-libraries.org<mailto:opal_migration_leads at opal-libraries.org>>
Cc: David Powell <DPowell at mtso.edu<mailto: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

--
opal_migration_leads mailing list
opal_migration_leads at opal-libraries.org<mailto:opal_migration_leads at opal-libraries.org>
https://lists.opal-libraries.org/mailman/listinfo/opal_migration_leads
-------------- next part --------------
An HTML attachment was scrubbed...
URL: <http://lists.opal-libraries.org/pipermail/opal_migration_leads/attachments/20240725/e3ab3afc/attachment-0001.htm>
-------------- next part --------------
A non-text attachment was scrubbed...
Name: image001.png
Type: image/png
Size: 3426 bytes
Desc: image001.png
URL: <http://lists.opal-libraries.org/pipermail/opal_migration_leads/attachments/20240725/e3ab3afc/attachment-0001.png>