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

Tue May 21 16:11:40 UTC 2024

I followed the suggestion to make another copy of the form and edit it- retaining the selection BY_TITLES for specific packages to be activated, and deleting our individual titles from the titles tab to be added later.

I’ll upload the form to our institutional basecamp site. Thanks! Rebecca

[cid:image003.png at 01DAAB78.0681DC50]
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<mailto: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: Tuesday, May 21, 2024 10:48 AM
To: OPAL Alma Migration Leads Mailing List <opal_migration_leads at opal-libraries.org>
Cc: Heidi Beke-Harrigan <heidib at ohionet.org>
Subject: Re: [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.

Rather than starting from scratch I would try saving a copy and make edits from that (removing the individual titles etc.). Experiences with these forms vary, so maybe others have additional tips to share?

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>

From: opal_migration_leads <opal_migration_leads-bounces at opal-libraries.org<mailto:opal_migration_leads-bounces at opal-libraries.org>> On Behalf Of Lane, Beverly via opal_migration_leads
Sent: Tuesday, May 21, 2024 10:32 AM
To: OPAL Alma Migration Leads Mailing List <opal_migration_leads at opal-libraries.org<mailto:opal_migration_leads at opal-libraries.org>>
Cc: Lane, Beverly <bslane at pcj.edu<mailto:bslane at pcj.edu>>
Subject: Re: [opal_migration_leads] eResource Activation Forms and Bi-Weekly Project Lead Meetings

Hi Heidi.
So if we do this  we just use the form and delete the titles in the titles tab.  Or do we start fresh with a new form and redo the packages?  Any insights are appreciated.
Thanks.
Beverly

Beverly Lane
Director of Library Services
Pontifical College Josephinum
7625 North High Street
Columbus, Ohio 43235
614-985-2291
bslane at pcj.edu<mailto:bslane at pcj.edu>

From: opal_migration_leads <opal_migration_leads-bounces at opal-libraries.org<mailto:opal_migration_leads-bounces at opal-libraries.org>> On Behalf Of Heidi Beke-Harrigan via opal_migration_leads
Sent: Tuesday, May 21, 2024 10:28 AM
To: OPAL Alma Migration Leads Mailing List <opal_migration_leads at opal-libraries.org<mailto:opal_migration_leads at opal-libraries.org>>
Cc: Heidi Beke-Harrigan <heidib at ohionet.org<mailto:heidib at ohionet.org>>
Subject: Re: [opal_migration_leads] eResource Activation Forms and Bi-Weekly Project Lead Meetings

Thanks, Lauren, for the reminder about the option to just list the package for activation and deal with the individual titles later. As the Friday deadline for forms approaches, If you have the eResources Activation form ready to go and are just waiting for the “By Title” function to be fixed, this is an alternative.

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>

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: Tuesday, May 21, 2024 9:43 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 K. <lmarshall at jcu.edu<mailto:lmarshall at jcu.edu>>
Subject: Re: [opal_migration_leads] eResource Activation Forms and Bi-Weekly Project Lead Meetings

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<mailto: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<mailto: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

[cid:image005.png at 01DAAB78.0681DC50]
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<mailto:quintus at findlay.edu>

From: opal_migration_leads <opal_migration_leads-bounces at opal-libraries.org<mailto: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<mailto:opal_migration_leads at opal-libraries.org>
Cc: Heidi Beke-Harrigan <heidib at ohionet.org<mailto: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>).

  1.  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.

  1.  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

[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>

--
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/20240521/c00d992f/attachment-0001.htm>
-------------- next part --------------
A non-text attachment was scrubbed...
Name: image003.png
Type: image/png
Size: 12873 bytes
Desc: image003.png
URL: <http://lists.opal-libraries.org/pipermail/opal_migration_leads/attachments/20240521/c00d992f/attachment-0003.png>
-------------- next part --------------
A non-text attachment was scrubbed...
Name: image004.png
Type: image/png
Size: 3426 bytes
Desc: image004.png
URL: <http://lists.opal-libraries.org/pipermail/opal_migration_leads/attachments/20240521/c00d992f/attachment-0004.png>
-------------- next part --------------
A non-text attachment was scrubbed...
Name: image005.png
Type: image/png
Size: 12873 bytes
Desc: image005.png
URL: <http://lists.opal-libraries.org/pipermail/opal_migration_leads/attachments/20240521/c00d992f/attachment-0005.png>