[opal_migration_leads] eResource Activation Forms and Bi-Weekly Project Lead Meetings

Tue May 21 11:48:33 UTC 2024

No new form has been uploaded yet. If you need to add individual titles, we
will have to continue waiting for this to be fixed. Let your implementation
consultant know that you're waiting on the fixed form to submit.

One alternate possibility is to submit the form with "by_title" indicated,
but just skip the "by title" tab. In that case, the packages will be
activated for you but with no titles activated, and you can add the titles
after migration. It's very easy to add individual titles in a package.

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 Tue, May 21, 2024 at 4:53 AM Rebecca Quintus <quintus at findlay.edu> wrote:

> Hello,
>
>
>
> I do not recall (and I cannot find in prior basecamp conversations)
> whether OhioLINK uploaded a different eresource activation form to fix the
> issue with the title error that individuals were receiving. Are we to work
> with the original OhioLINK spreadsheet which Theda had sent back in April
> and which your link below (step 1.) takes us? Thanks! Rebecca
>
>
>
> *Rebecca Quintus, MLS*
>
> Director of Library Services; College Librarian for Health Professions,
> Pharmacy, and Sciences
>
> 1000 N Main St | Findlay OH 45840
>
> 419-434-4549 Office
>
> quintus at findlay.edu
>
>
>
>
>
> *From:* opal_migration_leads <
> opal_migration_leads-bounces at opal-libraries.org> *On Behalf Of *Heidi
> Beke-Harrigan via opal_migration_leads
> *Sent:* Friday, May 10, 2024 1:17 PM
> *To:* opal_migration_leads at opal-libraries.org
> *Cc:* Heidi Beke-Harrigan <heidib at ohionet.org>
> *Subject:* [opal_migration_leads] eResource Activation Forms and
> Bi-Weekly Project Lead Meetings
>
>
>
> *UF ITS CAUTION:* This email originated from outside of the organization.
> Do not click links or open attachments unless you recognize the sender and
> know the content is safe.
>
>
>
> Hello everyone,
>
>
>
> We’ve reached our first migration milestone today – all the draft
> migration forms and P2E files have been uploaded in Basecamp! As ExLibris
> reviews these and makes recommendations, we will update the forms or
> contact you if there are any questions.
>
>
>
> Next up are the eResource activation forms. We’ll be talking about these
> more during the upcoming OPAL ILS Migration Conversation on May 17. If you
> don’t subscribe to anything outside of OhioLINK or just have a handful of
> local subscriptions that you plan on activating manually you do not need to
> fill out the form. Because of the complexity of the form, it’s worth
> considering skipping it and just setting up everything in Alma once we get
> access. Just let ExLibris know through Basecamp (Institution Folder for
> your Migration Form since they seem to prefer that).
>
>
>
> If you do opt to fill out the form, here’s what’s involved:
>
>    1. Start from the OhioLINK versions of the eResources Activation Form
>    since they have the OhioLINK resources marked already. Then you’ll add to
>    the OhioLINK eResources Activation Form any of your OhioLINK opt-in
>    resources (from the second spreadsheet listed here
>    <https://3.basecamp.com/3765443/buckets/36778639/messages/7349425950>).
>
>
>
>
>    2. After you’ve done that, you’ll add your local subscriptions.
>    Specifically, you’ll need to go through all of your subscriptions for
>    aggregated or selective packages and find them in the spreadsheet.  If you
>    subscribe to the entire package, you’ll add “Y” to the “ACTIVATE?” column;
>    if you only subscribe to specific titles within the package, you’ll add
>    “BY_TITLES” to the “ACTIVATE?” column and then add the individual titles to
>    the “TITLES” sheet.
>
>
>
>    3. For all of your individual titles, e.g., a single journal title you
>    subscribe to that’s not part of a package, you’ll need to first go to the
>    last line of the SELECTIVE_PKG tab, labelled “STANDALONE,” and change the
>    “ACTIVATE” column to “BY_TITLES” and then list all of those titles on the
>    “TITLES” sheet as well.
>
>
>
> Finally, we’ve scheduled bi-weekly OPAL Migration Project Lead Meetings
> <https://info.opal-libraries.org/calendar> starting on May 31 at 10 am.
> These are intended as a working space for the details of the migration
> process. Think of them as drop-in project lead office hours for discussion
> and Q&A as you are able to attend, or specific questions arise. We will
> continue to post action items and updates to this listserv and on the
> migration pages of the web site.
>
>
>
> Have a good weekend!
>
>
>
> Best,
>
> Heidi
>
>
>
>
>
> [image: 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
> (she/her/hers)
>
>
> <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>
>
>
>
>
> --
> opal_migration_leads mailing list
> opal_migration_leads at opal-libraries.org
> https://lists.opal-libraries.org/mailman/listinfo/opal_migration_leads
>
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