[opal_migration_leads] Week of 6/17 OPAL Migration Digest

[Heidi Beke-Harrigan]

Hello Everyone,

Here's this week's digest of Alma migration related things to be aware of -

Recording of 6/14 OPAL Migration Project Leads<https://ohionet-org.zoom.us/rec/share/4pwV8p3G4WysvvtLQrrt-gq4k1_rqXZ4EAB8VzZWwg6xTjFv78iUg7a7zfv7mAcH.zFDDu047qhGDvitx?pwd=6UR3qR8p5Xg5yF_q-U_pvJjrd0MYxwA5> meeting.

Upcoming Meetings:

  *   Ex Libris/OhioLINK Project Leads Weekly Meeting (Intro to Alma - Core Concepts): Thursday, June 20 from 1 - 3 pm.
  *   OPAL ILS Migration Conversation for everyone: Friday, June 21 from 2 - 3 pm (will be recorded).


Forms Due:
Implementation Form (Due June 30):
https://forms.office.com/r/hjbHA5KHFU?origin=lprLink

Rapido Form (Due June 30):
https://forms.office.com/r/pMYgXAG7xe?origin=lprLink

*Please send a copy to opalhelp at ohionet.org<mailto:opalhelp at ohionet.org> (there's a "Save my Response" button after completing the implementation form that generates a .PDF)


General Information:

  *   If you need HECVAT, VPAT, WCAG, accessibility conformance reports or other documents, those can be found on the OhioLINK Ostaff pages under "Ex Libris Response Documents<https://www.ohiolink.edu/content/ils_rfp>."
  *   We're happy to meet with your IT Team to discuss patron loads, authentication etc. and help translate your needs from "library" to "IT" language.
  *   For the upcoming configuration forms, the OhioNet team will fill in the forms and send them to you for feedback and discussion much as we did with the previous round of migration forms.
  *   If you missed last week's Ex Libris/OhioLINK Project Leads Weekly Meeting (Transition to Define Phase), the recording is posted in Basecamp<https://3.basecamp.com/3765443/buckets/36778639/todos/7238701652#__recording_7506062984> along with the slides. I've attached a screenshot of the Project High Level Milestone Dates and a copy of the slide deck.
     *   There will be a freeze on significant changes to the catalog (what constitutes "significant" remains to be defined) from May - June 2025.
     *   Circulation won't freeze until just a few days before the Go Live date in June 2025.
     *   We will retain access to Sierra for 90 days after migration.


Training
Suggested Core Concept Training Assignments for everyone by June 25:
Required Training(s):
*       Users in Alma (5 min.)<https://knowledge.exlibrisgroup.com/Alma/Training/AlmaEssentials/Alma_Essentials_-_English/B_User_Management/A_Users_in_Alma>
*       Managing User Roles (5 min.)<https://knowledge.exlibrisgroup.com/Alma/Training/AlmaEssentials/Alma_Essentials_-_English/B_User_Management/B_Managing_User_Roles>

Optional Training(s):
*       Assign User Roles Automatically (3 min.)<https://knowledge.exlibrisgroup.com/Alma/Training/AlmaEssentials/Alma_Essentials_-_English/B_User_Management/C_Assign_User_Roles_Automatically>
*       User Management Workflows (4 min.)<https://knowledge.exlibrisgroup.com/Alma/Training/AlmaEssentials/Alma_Essentials_-_English/B_User_Management/D_User_Management_Workflows>
*       Update User Records in Bulk (3 min.)<https://knowledge.exlibrisgroup.com/Alma/Training/AlmaEssentials/Alma_Essentials_-_English/B_User_Management/E_Update_User_Records_in_Bulk>

Hands-On Exercises:
*       Instructions: Using your sandbox environment, complete the following exercises.  Make note of any questions/difficulties and post to Basecamp prior to the weekly meeting.
*       Access: User Management Exercises<https://knowledge.exlibrisgroup.com/@api/deki/files/137394/1._User_Management.docx?revision=1>

Have a good week!

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://outlook.office.com/bookwithme/user/59ac9a10a391432680883f31e8542f46@ohionet.org?anonymous&ep=signature>


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