[opal_migration_leads] Week of 10/7 OPAL Migration Digest

[Heidi Beke-Harrigan]

Hello everyone,

This week's focus areas for the Alma migration -

The recording link<https://ohionet-org.zoom.us/rec/share/LBQgsIyCqZ9DAXuRFC4gaqQBd3Jl5ekL7qa_ZworMSS7T9iijEVSNkZ74XPS3Xgv.-cYCGCJiFxX22PbL> for the October 4 OPAL Biweekly Migration Project Lead meeting has been posted<https://info.opal-libraries.org/alma/migration>.

Upcoming Meetings & Deadlines

  *   ExLibris Data Review ends October 10.
  *   3rd Party Integration spreadsheets due October 11.  Upload to Institution folder > OhioLINK 3rd Party Integration.
  *   OhioLINK/Ex Libris Project Leads Meetings: Primo VE First Look - Thursday, October 10 at 1 pm. Access will be much simpler through a URL.
  *   OhioLINK Project Leads Open Discussion - Friday, October 11 at 11 am (optional).
  *   OPAL ILS Migration Conversation - Tuesday, October 22 at 1 pm<https://ohionet-org.zoom.us/j/81951779928?pwd=puSzycKDrEgLEGZhaUBhPIiL2iHAnN.1> (working around Circ COI and other meetings that week).


Data Review
Data review officially ends October 10 (although we know the discoveries and cleanup will continue for years to come).
*       Please report any problems you find to Heidi and Matt first so that we can record them, prioritize projects, and let you know if it's something that should also be posted to Basecamp or unique to OPAL and an issue we're already working on.
*       You might want to make a comment in the Test Load Migration Notes that you've completed data review just so ExLibris is aware, especially if you haven't needed to post any questions there.

  *   We are currently in the process of compiling an OPAL list of issues and cleanup identified in the test environments. An announcement will go out once that is posted on the OPAL Alma/ExLibris Migration page.



  *   Here's the documentation ExLibris shared last week about available Search Indexes<https://knowledge.exlibrisgroup.com/Alma/Product_Documentation/010Alma_Online_Help_(English)/Metadata_Management/180Search_Indexes>.

Third Party Integrations

  *   Go ahead and submit your form directly to Basecamp once completed or if you need help or have questions, please reach out. These are due October 11.


  *   We recommend you focus on the integrations listed as "Required" or "Required if currently used" in Column H (under Ex Libris Best Practice Recommendation). Matt sent out instructions and a list of the integrations currently in use at OPAL libraries on 10/1. Let us know if you need another copy of that information.


  *   Some additional notes for filling out the spreadsheet:
     *   Everyone should select - Repository Import, Import Records from OCLC Connexion (even if you use WorldShare), Publish Electronic Records to CDI, Resolver proxy, Label Printing.
     *   If you are not currently using EDI/EOD, hold off on adding it to the spreadsheet.
     *   RSS requires the use of a reader and is not used much anymore. For things like featured lists, it's better to create a collection.
     *   Resource Sharing/ILL - this only applies to Tipasa, ILLiad or other document delivery (not OCLC WorldShare ILL). If you use one of those you can select it as an integration until we have a better idea of Rapido functionality and a timeline for implementation.
     *   SIS & SAML - can select just to re-confirm.
     *   Mail handling - do not select. We will use the out-of-the-box version initially and then customize later.



Training:
Suggested Training(s): Primo VE

  *   Introduction<https://knowledge.exlibrisgroup.com/Primo/Training/Primo_VE_Training/Primo_VE_Essentials_(NEW)/A_Introduction> (6 min)
  *   Discovery and Delivery<https://knowledge.exlibrisgroup.com/Primo/Training/Primo_VE_Training/Primo_VE_Essentials_(NEW)/B_Discovery_and_Delivery> (9 min)
  *   My Library Card<https://knowledge.exlibrisgroup.com/Primo/Training/Primo_VE_Training/Primo_VE_Essentials_(NEW)/C_My_Library_Card> (4 min)
  *   Central Discovery Index <https://knowledge.exlibrisgroup.com/Primo/Training/Primo_VE_Training/Primo_VE_Essentials_(NEW)/D_Central_Discovery_Index_(CDI)> - CDI (5 min)

There's a lot raining down at once and if you are feeling overwhelmed, just do what you can! Integrations, cleanup, and finetuning will be ongoing for the foreseeable future and something we'll continue to work through together. Please reach out if there's anything we can do to assist.

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://scheduler.zoom.us/ohionet-heidi-beke-harrigan>


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