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

Tue May 21 13:42:55 UTC 2024

I just realized this was the OPAL list, not Ohiolink list - so please let
Heidi know what you plan to do, and she and Matt will pass this on to the
implementation team at ExL.
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 7:48 AM Marshall, Lauren <lmarshall at jcu.edu> wrote:

> 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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