[opal_migration_leads] Week of 10/28 OPAL Migration Digest

Mon Oct 28 21:22:49 UTC 2024

Hello everyone,

Here's this week's digest summarizing focus areas for the Alma migration -

The recording link<https://ohionet-org.zoom.us/rec/share/ad-ubPMRTVm1nTdJDP8OOSY_xN-ecXP36UccTs5Rbge5f63XO2Yf4PZ8tGJpooZF.WxdOKkAVN2rjsnGj?pwd=gQIoNm5jPw8vXmftr0NykcsmFJdOsPfF> for the October 22, OPAL ILS Migration Conversation has been posted<https://info.opal-libraries.org/alma/migration>.

Upcoming Meetings & Deadlines

  *   OhioLINK/Ex Libris Project Leads Meetings: Library Mobile Discussion - Thursday, October 31 at 1 pm.
  *   There was a consensus among OPAL Project Leads to move to a monthly schedule with ad hoc sessions if needed. The next meeting will be November 15 at 1 pm.

General
*       Next week we'll be talking more about testing fulfillment in Alma and the process for configuring exceptions.

  *   How will we deal with local circ parts of the collection? We anticipate that will involve configuring resource sharing Item Policy Exceptions for each of your defined Alma Item Policies. Once we get into the OhioLINK borrowing/lending configuration phase we will use your ITYPEs to do that. In the Configuration Forms these were mapped to Alma Iten Policies to create the exceptions for resource sharing.

  *   During a recent session the question came up if it is possible to grant guest access within Alma digital i.e., is sign-in required for searching something like local art objects? Alma documentation has more information about how access is controlled under configuring access rights policies for digital objects<https://knowledge.exlibrisgroup.com/Alma/Product_Documentation/010Alma_Online_Help_(English)/Digital_Resource_Management/030Delivery/020Access_Rights_Policies_for_Digital_Objects>.

Primo VE

  *   There were some questions at our last Project Leads meeting about creating search boxes that link to Primo - here's the documentation with instructions<https://knowledge.exlibrisgroup.com/Primo/Product_Documentation/020Primo_VE/Primo_VE_(English)/030Primo_VE_User_Interface/010Primo_VE_Customization_-_Best_Practices#Creating_a_Search_Box_with_Deep_Links_to_Primo_VE>.
  *   Information about configuring views in Primo<https://ohiolink-msmary.alma.exlibrisgroup.com/ng/page;u=%2Fful%2Faction%2FpageAction.do%3FxmlFileName%3Dprima.prima_view_list.xml&almaConfiguration%3Dtrue&pageViewMode%3DEdit&operation%3DLOAD%0A%09%09%09%09&pageBean.currentUrl%3DxmlFileName%253Dprima.prima_view_list.xml%2526almaConfiguration%253Dtrue%2526pageViewMode%253DEdit%2526operation%253DLOAD%250A%2509%2509%2509%2509%2526resetPaginationContext%253Dtrue%2526showBackButton%253Dfalse&pageBean.navigationBackUrl%3D..%252Faction%252Fhome.do&resetPaginationContext%3Dtrue&showBackButton%3Dfalse&pageBean.securityHashToken%3D5483701648542187029&pageBean.ngBack%3Dtrue;ng=true> - you can experiment with adding views but as Russell mentioned, DO NOT delete the Baseline View.
  *   The sign in prompt you see in Primo isn't necessary for searching but should work with the same credentials you are using for Alma. When a patron is on campus, they do not need to login to use Primo VE but will have access to My Library Card and additional functionality if they do

  *   As you become more familiar with Primo, we recommend making a list of things you would like to change. During the November OPAL ILS Migration Conversation there will be an opportunity to discuss best practices, and which areas may lend themselves to consistent settings across OPAL libraries.

Training
There are no new training topics to prepare for this week.

Have a good week!

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

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