[opal_migration_leads] Week of 6/24 OPAL Migration Digest

[Heidi Beke-Harrigan]

Hello Everyone,

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

The recording link<https://ohionet-org.zoom.us/rec/share/X4bFQEpyvT81PtXupdSIRtb4Y47cH0xhqiaIlUfU6XsOu52qPiZAutlj9ubVyofR.fTfkKpeN5c8JO0_c?pwd=y-tl_kipyTimQZfzxCUgVk_Owc5pAjZr> from our 6/21 OPAL ILS Migration Conversation is also posted on the website.

Upcoming Meetings:

  *   Ex Libris/OhioLINK Project Leads Weekly Meeting (User Management - Core Concepts): Thursday, June 24 from 1 - 3 pm.
  *   There will be no meeting on July 5th.

Forms Due:
These need to be filled out by the individual libraries.
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

Authentication Form (Due July 31):

  *   You can get to the forms through Basecamp > OhioLINK Alma/Primo VE Project Implementation > Docs & Files > 3rd Party Integrations > Authentication. For libraries that will handle patron records manually you only need to fill out the "Main" tab on the form and select "Ex Libris Identity Service" as your primary authentication method.
  *   For security reasons, rather than having you drop the forms into your Institution folder in Basecamp, Ex Libris will be opening three support tickets: one for Alma authentication, one for Primo VE authentication, and one for SIS/patron load. Once those are created, please add Matt and me to the ticket so that we're looped in and can assist with any questions and troubleshooting.

Notes from 6/20 OhioLINK/Ex Libris Weekly Meeting

  *   The presentation featured a high-level overview of navigating Alma (using the Sandbox), similar to working within Sierra and not what the end user will see when searching. The user experience will come through the Primo interface.
  *   One strategy to keep up with everything on Basecamp - from the main project page scroll down under "Project Activity" to see a summary of the latest updates and messages.
  *   Continue to work on the suggested core concept training assignments for this week:

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:
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>

Enjoy the short break from the heat!

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


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