[opal_migration_leads] Week of 9/23 OPAL Migration Digest

Mon Sep 23 20:36:20 UTC 2024

Hello everyone,

Here's this week's Alma migration information -

The recording link<https://ohionet-org.zoom.us/rec/share/r-UHMkVqQwc4hA5ZyDtWBdMZh4qAUmKacZhZtNAe4NE61-mIpVDrMkvcEgs6ln_J.UlN_lqJ8fziVgyR7?pwd=K8EJIpoeTiMH7vTZCUMflkG5l5Tuz-0B> for the September 20 Biweekly Project Lead meeting has been posted<https://info.opal-libraries.org/alma/migration>.

Upcoming Meetings

  *   OhioLINK/Ex Libris Project Leads Meetings: Introduction to 3rd Party Integrations on Thursday September 26 at 1 pm.
     *   Last week's Data Review session recordings can be accessed through Basecamp<https://3.basecamp.com/3765443/buckets/36778639/todos/7238702932>.
  *   OPAL ILS Migration Conversation - Friday, September 27 at 1 pm.
  *   OhioLINK Project Leads Open Discussion - Friday, September 27 at 11 am (optional).

Alma Login Credentials
We have begun distributing Alma credentials to OPAL Project Leads for data review and testing. Because assigning user roles requires many steps across Alma modules, the process takes a while for each institution. We appreciate your patience as we work through these.  Access to Primo and other specific roles will be added as we move through the migration phases. In addition to your login information, you will also receive a spreadsheet to indicate which additional users and roles (if any) you would like us to set up so that they can participate in data review. Send those to Heidi and Matt starting October 4th, after you've had a chance to familiarize yourself with the Alma environment.

Data Review
Our goal during data review is to look at what was migrated and confirm everything transferred in the ways we expect. You should not be making any changes during this time. Configurations, finetuning, and cleanup will come later. There are several data testing approaches you can take:

  *   We recommend you start your data review with the searches Ex Libris outlined during last week's presentations<https://3.basecamp.com/3765443/buckets/36778639/todos/7238702932>. I have attached the slides as a reference.
  *   If those are difficult to follow, CARLI has posted testing searches and screenshots<https://www.carli.illinois.edu/i-share/alma/prepare-datareviewsearch>. Some examples may vary because they migrated from Voyager, but the basic concepts are the same.
  *   A spreadsheet (streamlined from the Ex Libris sample testing checklist) of record types you might want to review is also attached.
  *   Do not spend too much time on the record counts unless they seem way off. Because of how Innovative extracted our data and the peculiarities with P2E for OPAL shared electronic resources you will see summary counts of records without inventory. Multimatch and reject bib inventory errors can be caused by the matching algorithm matching to NZ records (mostly eresources) and our merge process was not caught up when the data was extracted. We're working with Innovative to address these issues for the final data pull.

Please report any problems you find to Heid 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.
Key Milestone Dates:
*       Authentication/SIS Load Setup - 10/2024-2/2025
*       Data Review ends around October 10, 2024
*       Anticipate Primo access - early October
*       Functional Workshop - 3/2025
*       Final data pull - spring 2025, after that we will be in a data freeze
*       Cutover Start - 5/2025
*       Go Live - 6/2025

Training:
There are no new training assignments.

Have a good week!

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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