[opal_migration_leads] Week of 11/4 OPAL Migration Digest

[Heidi Beke-Harrigan]

Hello everyone,

Here's this week's Alma migration information -

The recording link<https://ohionet-org.zoom.us/rec/share/yRok78czXAGoSKQUkLM7l4ShKJ0L0HfV0OJbQrU6thfuFkpem6L5xuxAdwpSpaW7.twPBLu44ZN_tX7Xq?pwd=7TW0ceYkkJoIWG3EBnfBKdg-ZAG0FDWo> for the November 15 Project Lead meeting has been posted<https://info.opal-libraries.org/alma/migration>.

Upcoming Meetings

  *   OhioLINK/Ex Libris Project Leads Meetings: eResource Migration Cleanup on Thursday November 21 at 1 pm.
  *   OhioLINK Project Leads Open Discussion - Friday, November 22 at 11 am (optional).
Since there was interest in an on-site or hybrid Alma "workday" for OPAL in January, Lauren Marshall will send out a planning survey shortly.



Authentication
If ExLibris hasn't started working on your authentication case yet and your IT team is ready to get that set up, please let us know and we can start the configuration process in Alma.


Letter and Discovery Admin User Roles
You can request the "Discovery Administrator" role for staff who need to be able to configure all discovery functionality (search profiles, discovery views, etc.) for Primo. Because of the sheer number of letters and amount of work that needs to be done for those, we're also adding the "Letter administrator" role for the OPAL library staff that need it. More about the letters and how to sort through them by topic or filter by patron/non-patron facing can be found in Basecamp<https://3.basecamp.com/3765443/buckets/36778639/messages/8028213015#__recording_8034675198>.

Send us an email to request access if you would like to add these to any Alma user's roles.


Alma Fulfillment (Circulation) Testing
Just a reminder to finish fulfillment testing by the end of November (do your materials check out to each of your patron groups as expected?). The current fulfillment units, policies, and terms of use in your Alma environment are based on the limitations of the ExLibris Configuration Form, which didn't cover all possible exceptions for things like equipment, reserves, special collections, or unique scenarios. We have a short window to prioritize making adjustments before we start another round of forms for the final data extraction and working on Rapido in January.


3rd Party Integrations

  *   Mail Handling - part of the letters and notices configuration involves making decisions about mail handling. If you want to customize the sender address for your letters/notices, please let us know because that will involve your IT and affect how we set up your mail handling integration profile. You will also need to determine which email address to use, i.e., where the bounces go for all letters (this should be a working email address).

  *   Record exporting from OCLC/Record Manager should already be set up in Alma, so you can go ahead and test. For Record Manager you'll have to change the settings and then flip them back once you are done because you can only have one profile (Connexion allows several profiles). Here are the settings using Walsh as an example:

[OCLC Gateway Export - Local System Settings  Host Name:  ohiolink-nalshalmaexlibris rou  Options:  Permanent Connection  x:om  5500  Cancel  Notify Host Before Disconnect  Print Results to Default Printer  Timeout: 80  Local System Authorization:  Logon OIOHIOLINK_WALSH  Password:  Send Local System Logon Id and Password  user Id:  Send user Id]

Rapido:
*       Recording, transcript, and PowerPoint from the Rapido Pre-Kick Off<https://3.basecamp.com/3765443/buckets/36778639/messages/8025796369> are in Basecamp.

Have a good week!


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)
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Book time to meet with me<https://ohionet-org.zoom.us/zbook/ohionet-heidi-beke-harrigan>


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