[opal_migration_leads] Week of 11/25 OPAL Migration Digest

Heidi Beke-Harrigan heidib at ohionet.org
Mon Nov 25 15:45:18 UTC 2024


Good morning

Here’s this week’s Alma migration update –

Upcoming Meetings

  *   OPAL ILS Migration Conversation<https://ohionet-org.zoom.us/j/88265334420?pwd=R4e2inOxyzNRkbWMNWaph0UU3lIh21.1> – Monday, November 25 at 1 pm.
  *   No OhioLINK/ExLibris Project Leads Meeting this week.
  *   RSVP for Alma/Primo VE Focus Day<https://docs.google.com/forms/d/e/1FAIpQLSd6SlWlD_chLDBrh9UOnwEafII3SObT_DR2gbHgYvfSRCDcCw/viewform> at John Carroll University – Wednesday, January 8 from 9:30 am – 3:30 pm (virtual option also available).

Areas to Focus On

  *   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.
  *   Circ Testing - Plan on testing fulfillment in your Alma environment across various material types, locations, and patron user groups by the end of this month. If you need changes made to your fulfillment configuration, please reach out.
  *   User Roles - Let us know who at your library needs the Letter Admin and Discovery Admin roles added to their user profile.
  *   3rd Party Integrations –
     *   Notify us if you want to customize the sender addresses for your letters/notices. That will affect how we set up your mail handling integration profile and may require involving your IT department.
     *   Test the OCLC Connexion/Record Manager integration. Can you export records into Alma? See last week’s weekly digest for a sample screenshot of the export settings you will need in OCLC.
  *   Letters/Notices - There are around 70 notice options available. We recommend focusing on configuring the ones you need to prioritize for patron-facing transactions first.
  *   Primo VE - Primo views are customized (modify colors, logo images etc.) through the Primo Studio for Primo VE tool. Instructions are available in the ExLibris documentation<https://knowledge.exlibrisgroup.com/Primo/Product_Documentation/020Primo_VE/Primo_VE_(English)/030Primo_VE_User_Interface/Primo_Studio_for_Primo_VE>.
  *   Rapido - Libraries will receive Rapido Basecamp training and implementation invitations from ExLibris aligned with their go-live waves<https://www.ohiolink.edu/content/waves>​. The Pre-Kick Off recording, transcript and PowerPoint are available here<https://3.basecamp.com/3765443/buckets/36778639/messages/8025796369>.


General Information
·       Short demonstration videos for Alma essentials are available on the Ostaff Webinars page under the LSP Micro-Learning<https://www.ohiolink.edu/webinars?keys=&field_webinar_tags_tid=250> playlist.

  *   Content Café – OhioLINK is exploring options for book jacket information for the consortium; the goal is to have this type of content enrichment in our Alma environment.

There will be no digest sent out next week. Have a safe and happy Thanksgiving!

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


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