[Wactclc-alma] Create the report based on Excel file
Nadine Pavlov
NPavlov at greenriver.edu
Tue Aug 8 13:03:12 PDT 2017
Hi All!
It works! I just run a report for 1830 IDs with the couple of clicks!!! Thank you so much for all your help!
Nadine
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Today's Topics:
1. Re: Create the report based on Excel file (Nadine Pavlov)
2. Re: Create the report based on Excel file (Guidry, Wade)
3. Re: New comment received for case #00436046, Title: New
Primo UI: Find in Library on Details page ? remove
?alma_tab2_full? link ref:_00D300NaN._500321DgXB4:ref (Guidry, Wade)
4. Pick List and Chrome Issues (Lesley Caldwell)
5. Re: Create the report based on Excel file (Guidry, Wade)
6. Re: Pick List and Chrome Issues (Lesley Caldwell)
----------------------------------------------------------------------
Message: 1
Date: Tue, 8 Aug 2017 01:19:58 +0000
From: Nadine Pavlov <NPavlov at greenriver.edu>
To: "wactclc-alma at lists.ctc.edu" <wactclc-alma at lists.ctc.edu>
Subject: Re: [Wactclc-alma] Create the report based on Excel file
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<BN6PR06MB33622306D95C8C179103FC32DD8A0 at BN6PR06MB3362.namprd06.prod.outlook.com>
Content-Type: text/plain; charset="us-ascii"
Thank you much!
Shellie, thanks for the file! This is what I was looking for. I am trying to do it but not successful yet... Will play with it more. if not, then I will do what Paula suggested - export the report to Excel and will use Access to match the IDs.
Paula, thanks for the suggestions! Yes, I will need to do a batch at once. It is so many IDs I will need to check. So, I will probably go with Access... But I will keep the "prompt" idea for the other reports :-)
Thanks,
Nadine
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Today's Topics:
1. Create the report based on Excel file? (Nadine Pavlov)
2. Re: Create the report based on Excel file? (Paula Laine)
3. Re: Create the report based on Excel file? (Whittaker, Shellie)
4. Re: Create the report based on Excel file? (Paula Laine)
----------------------------------------------------------------------
Message: 1
Date: Thu, 3 Aug 2017 21:35:24 +0000
From: Nadine Pavlov <NPavlov at greenriver.edu>
To: "wactclc-alma at lists.ctc.edu" <wactclc-alma at lists.ctc.edu>
Subject: [Wactclc-alma] Create the report based on Excel file?
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Hi,
We have a list of the students that we need to see if they have any fines and how much do they have. We do have an analytics report that shows the fines and fees the students have. BUT, how can I filter it to see the fines for the specific students? Those filter's options that exists, don't really help me because the list I have is so irregular (those students might have different fines, the fines could be created at different times, etc...) So, I can't really filter it.. But I have the excel file with those ID numbers. Is it possible to filter the results by uploading the file?
Regards,
Nadine Pavlov
Circulation Supervisor
Holman Library
(253) 833-9111 Ext. 2088
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Message: 2
Date: Thu, 3 Aug 2017 22:24:11 +0000
From: Paula Laine <plaine at bellevuecollege.edu>
To: WACTCLC Alma Discussion <wactclc-alma at lists.ctc.edu>
Subject: Re: [Wactclc-alma] Create the report based on Excel file?
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I just tried this, and it worked. Create a column prompt on the Primary Identifier field. (Be sure to have the "user input" set to text.) Save the query again. You won't see the prompt if you click the "results" button, you have to close the query and "open" it. Then you will get your prompt where you can enter the patron ID and see what &why they owe.
Is this what you are trying to do? If you don't want to do it one-by one I don't know how (or if) you can link an external table of IDs to ALMA. We could do it with VGER easily enough.
Paula Laine
Bellevue College
From: Wactclc-alma [mailto:wactclc-alma-bounces at lists.ctc.edu] On Behalf Of Nadine Pavlov
Sent: Thursday, August 3, 2017 2:35 PM
To: wactclc-alma at lists.ctc.edu
Subject: [Wactclc-alma] Create the report based on Excel file?
Hi,
We have a list of the students that we need to see if they have any fines and how much do they have. We do have an analytics report that shows the fines and fees the students have. BUT, how can I filter it to see the fines for the specific students? Those filter's options that exists, don't really help me because the list I have is so irregular (those students might have different fines, the fines could be created at different times, etc...) So, I can't really filter it.. But I have the excel file with those ID numbers. Is it possible to filter the results by uploading the file?
Regards,
Nadine Pavlov
Circulation Supervisor
Holman Library
(253) 833-9111 Ext. 2088
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Message: 3
Date: Thu, 3 Aug 2017 22:28:04 +0000
From: "Whittaker, Shellie" <ShellieW at bigbend.edu>
To: "WACTCLC Alma Discussion (wactclc-alma at lists.ctc.edu)"
<wactclc-alma at lists.ctc.edu>
Subject: Re: [Wactclc-alma] Create the report based on Excel file?
Message-ID: <7132612e4c6f4fb3a985a4874a9e9284 at Exch2013-01.bigbend.edu>
Content-Type: text/plain; charset="us-ascii"
Hi Nadine,
I've never attempted to use an Excel file (or csv file) in/with Analytics, but I think it is possible. Or maybe, more specifically, it might be possible to use data from an Excel file as criteria for a filter in an Analytics query.
I found a how-to document that might lead us in the right direction. It's not focused exactly on what you are doing, but it might work.
See attached. I found it here<https://knowledge.exlibrisgroup.com/Special:Search?search=csv+file+in+analytics&path=Alma&product=Alma>.
Shellie
From: Wactclc-alma [mailto:wactclc-alma-bounces at lists.ctc.edu] On Behalf Of Nadine Pavlov
Sent: Thursday, August 3, 2017 2:35 PM
To: wactclc-alma at lists.ctc.edu
Subject: [Wactclc-alma] Create the report based on Excel file?
Hi,
We have a list of the students that we need to see if they have any fines and how much do they have. We do have an analytics report that shows the fines and fees the students have. BUT, how can I filter it to see the fines for the specific students? Those filter's options that exists, don't really help me because the list I have is so irregular (those students might have different fines, the fines could be created at different times, etc...) So, I can't really filter it.. But I have the excel file with those ID numbers. Is it possible to filter the results by uploading the file?
Regards,
Nadine Pavlov
Circulation Supervisor
Holman Library
(253) 833-9111 Ext. 2088
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Message: 4
Date: Thu, 3 Aug 2017 22:28:52 +0000
From: Paula Laine <plaine at bellevuecollege.edu>
To: WACTCLC Alma Discussion <wactclc-alma at lists.ctc.edu>
Subject: Re: [Wactclc-alma] Create the report based on Excel file?
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Another thought. I see you want to do a batch at once. I think in that case I would export the patrons w/ fines-fees records to Excel and then use Access to match the ID fields from the specific patron list you have to the ALMA list of patrons who owe fines and fees.
Paula
From: Wactclc-alma [mailto:wactclc-alma-bounces at lists.ctc.edu] On Behalf Of Nadine Pavlov
Sent: Thursday, August 3, 2017 2:35 PM
To: wactclc-alma at lists.ctc.edu
Subject: [Wactclc-alma] Create the report based on Excel file?
Hi,
We have a list of the students that we need to see if they have any fines and how much do they have. We do have an analytics report that shows the fines and fees the students have. BUT, how can I filter it to see the fines for the specific students? Those filter's options that exists, don't really help me because the list I have is so irregular (those students might have different fines, the fines could be created at different times, etc...) So, I can't really filter it.. But I have the excel file with those ID numbers. Is it possible to filter the results by uploading the file?
Regards,
Nadine Pavlov
Circulation Supervisor
Holman Library
(253) 833-9111 Ext. 2088
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Message: 2
Date: Tue, 8 Aug 2017 15:18:33 +0000
From: "Guidry, Wade" <WadeG at bigbend.edu>
To: WACTCLC Alma Discussion <wactclc-alma at lists.ctc.edu>
Subject: Re: [Wactclc-alma] Create the report based on Excel file
Message-ID: <1502205511746.93720 at bigbend.edu>
Content-Type: text/plain; charset="iso-8859-1"
Nadine, could you send me that list of student IDs you have?
I might be able to set up a quick example in analytics for you.
Wade Guidry - wadeg at bigbend.edu
Library Consortium Services Manager
Washington Community & Technical Colleges Library Consortium (WACTCLC)
509.760.4474
________________________________________
From: Wactclc-alma <wactclc-alma-bounces at lists.ctc.edu> on behalf of Nadine Pavlov <NPavlov at greenriver.edu>
Sent: Monday, August 7, 2017 6:19 PM
To: wactclc-alma at lists.ctc.edu
Subject: Re: [Wactclc-alma] Create the report based on Excel file
Thank you much!
Shellie, thanks for the file! This is what I was looking for. I am trying to do it but not successful yet... Will play with it more. if not, then I will do what Paula suggested - export the report to Excel and will use Access to match the IDs.
Paula, thanks for the suggestions! Yes, I will need to do a batch at once. It is so many IDs I will need to check. So, I will probably go with Access... But I will keep the "prompt" idea for the other reports :-)
Thanks,
Nadine
-----Original Message-----
From: Wactclc-alma [mailto:wactclc-alma-bounces at lists.ctc.edu] On Behalf Of wactclc-alma-request at lists.ctc.edu
Sent: Friday, August 04, 2017 12:00 PM
To: wactclc-alma at lists.ctc.edu
Subject: Wactclc-alma Digest, Vol 12, Issue 3
Send Wactclc-alma mailing list submissions to
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Today's Topics:
1. Create the report based on Excel file? (Nadine Pavlov)
2. Re: Create the report based on Excel file? (Paula Laine)
3. Re: Create the report based on Excel file? (Whittaker, Shellie)
4. Re: Create the report based on Excel file? (Paula Laine)
----------------------------------------------------------------------
Message: 1
Date: Thu, 3 Aug 2017 21:35:24 +0000
From: Nadine Pavlov <NPavlov at greenriver.edu>
To: "wactclc-alma at lists.ctc.edu" <wactclc-alma at lists.ctc.edu>
Subject: [Wactclc-alma] Create the report based on Excel file?
Message-ID:
<CY4PR06MB3367337DD570157610C5C62FDDB10 at CY4PR06MB3367.namprd06.prod.outlook.com>
Content-Type: text/plain; charset="us-ascii"
Hi,
We have a list of the students that we need to see if they have any fines and how much do they have. We do have an analytics report that shows the fines and fees the students have. BUT, how can I filter it to see the fines for the specific students? Those filter's options that exists, don't really help me because the list I have is so irregular (those students might have different fines, the fines could be created at different times, etc...) So, I can't really filter it.. But I have the excel file with those ID numbers. Is it possible to filter the results by uploading the file?
Regards,
Nadine Pavlov
Circulation Supervisor
Holman Library
(253) 833-9111 Ext. 2088
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Message: 2
Date: Thu, 3 Aug 2017 22:24:11 +0000
From: Paula Laine <plaine at bellevuecollege.edu>
To: WACTCLC Alma Discussion <wactclc-alma at lists.ctc.edu>
Subject: Re: [Wactclc-alma] Create the report based on Excel file?
Message-ID:
<CY1PR08MB1429C2BF51127234EBB813F8D0B10 at CY1PR08MB1429.namprd08.prod.outlook.com>
Content-Type: text/plain; charset="us-ascii"
I just tried this, and it worked. Create a column prompt on the Primary Identifier field. (Be sure to have the "user input" set to text.) Save the query again. You won't see the prompt if you click the "results" button, you have to close the query and "open" it. Then you will get your prompt where you can enter the patron ID and see what &why they owe.
Is this what you are trying to do? If you don't want to do it one-by one I don't know how (or if) you can link an external table of IDs to ALMA. We could do it with VGER easily enough.
Paula Laine
Bellevue College
From: Wactclc-alma [mailto:wactclc-alma-bounces at lists.ctc.edu] On Behalf Of Nadine Pavlov
Sent: Thursday, August 3, 2017 2:35 PM
To: wactclc-alma at lists.ctc.edu
Subject: [Wactclc-alma] Create the report based on Excel file?
Hi,
We have a list of the students that we need to see if they have any fines and how much do they have. We do have an analytics report that shows the fines and fees the students have. BUT, how can I filter it to see the fines for the specific students? Those filter's options that exists, don't really help me because the list I have is so irregular (those students might have different fines, the fines could be created at different times, etc...) So, I can't really filter it.. But I have the excel file with those ID numbers. Is it possible to filter the results by uploading the file?
Regards,
Nadine Pavlov
Circulation Supervisor
Holman Library
(253) 833-9111 Ext. 2088
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Message: 3
Date: Thu, 3 Aug 2017 22:28:04 +0000
From: "Whittaker, Shellie" <ShellieW at bigbend.edu>
To: "WACTCLC Alma Discussion (wactclc-alma at lists.ctc.edu)"
<wactclc-alma at lists.ctc.edu>
Subject: Re: [Wactclc-alma] Create the report based on Excel file?
Message-ID: <7132612e4c6f4fb3a985a4874a9e9284 at Exch2013-01.bigbend.edu>
Content-Type: text/plain; charset="us-ascii"
Hi Nadine,
I've never attempted to use an Excel file (or csv file) in/with Analytics, but I think it is possible. Or maybe, more specifically, it might be possible to use data from an Excel file as criteria for a filter in an Analytics query.
I found a how-to document that might lead us in the right direction. It's not focused exactly on what you are doing, but it might work.
See attached. I found it here<https://knowledge.exlibrisgroup.com/Special:Search?search=csv+file+in+analytics&path=Alma&product=Alma>.
Shellie
From: Wactclc-alma [mailto:wactclc-alma-bounces at lists.ctc.edu] On Behalf Of Nadine Pavlov
Sent: Thursday, August 3, 2017 2:35 PM
To: wactclc-alma at lists.ctc.edu
Subject: [Wactclc-alma] Create the report based on Excel file?
Hi,
We have a list of the students that we need to see if they have any fines and how much do they have. We do have an analytics report that shows the fines and fees the students have. BUT, how can I filter it to see the fines for the specific students? Those filter's options that exists, don't really help me because the list I have is so irregular (those students might have different fines, the fines could be created at different times, etc...) So, I can't really filter it.. But I have the excel file with those ID numbers. Is it possible to filter the results by uploading the file?
Regards,
Nadine Pavlov
Circulation Supervisor
Holman Library
(253) 833-9111 Ext. 2088
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Message: 4
Date: Thu, 3 Aug 2017 22:28:52 +0000
From: Paula Laine <plaine at bellevuecollege.edu>
To: WACTCLC Alma Discussion <wactclc-alma at lists.ctc.edu>
Subject: Re: [Wactclc-alma] Create the report based on Excel file?
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Another thought. I see you want to do a batch at once. I think in that case I would export the patrons w/ fines-fees records to Excel and then use Access to match the ID fields from the specific patron list you have to the ALMA list of patrons who owe fines and fees.
Paula
From: Wactclc-alma [mailto:wactclc-alma-bounces at lists.ctc.edu] On Behalf Of Nadine Pavlov
Sent: Thursday, August 3, 2017 2:35 PM
To: wactclc-alma at lists.ctc.edu
Subject: [Wactclc-alma] Create the report based on Excel file?
Hi,
We have a list of the students that we need to see if they have any fines and how much do they have. We do have an analytics report that shows the fines and fees the students have. BUT, how can I filter it to see the fines for the specific students? Those filter's options that exists, don't really help me because the list I have is so irregular (those students might have different fines, the fines could be created at different times, etc...) So, I can't really filter it.. But I have the excel file with those ID numbers. Is it possible to filter the results by uploading the file?
Regards,
Nadine Pavlov
Circulation Supervisor
Holman Library
(253) 833-9111 Ext. 2088
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------------------------------
Message: 3
Date: Tue, 8 Aug 2017 15:26:07 +0000
From: "Guidry, Wade" <WadeG at bigbend.edu>
To: WACTCLC Alma Discussion <wactclc-alma at lists.ctc.edu>
Subject: Re: [Wactclc-alma] New comment received for case #00436046,
Title: New Primo UI: Find in Library on Details page ? remove
?alma_tab2_full? link ref:_00D300NaN._500321DgXB4:ref
Message-ID: <1502205964830.44230 at bigbend.edu>
Content-Type: text/plain; charset="Windows-1252"
Traci,
Your ticket might have been picked up by someone new.
But in any case, you actually want to ask for the alma_tab2_full link to be suppressed for electronic resources.
There's a good ticket for Big Bend on this one: 435040, that you could borrow text from.
And, as with all tickets, it's always a good idea to provide permalinks to example records, so that they see what you see.
Here is the opening text of the 435040 ticket:
Title Please suppress Get It / Alma_Tab2_Full links for electronic article search results
Description For electronic article search results, we would like to suppress the "Get It / alma_tab2_full" links that are currently appearing in full display.
For example, see the following search result (see also the attached screenshot):
https://wactc-bigbend-primo.hosted.exlibrisgroup.com/primo-explore/fulldisplay?docid=TN_proquest206204221&context=PC&vid=BIGBEND_V1&search_scope=EVERYTHING&tab=default_tab&lang=en_US
(I believe these links can be suppressed in the PBO by editing the delivery mapping table, "Get IT Link2 configuration, and disabling the following rows:
'GetIT! Link 2 Configuration'
Find these rows:
Remote Search Resource - fulltext
Remote Search Resource - fulltext_unknown Remote Search Resource - fulltext_linktorsrc )?
Wade Guidry - wadeg at bigbend.edu
Library Consortium Services Manager
Washington Community & Technical Colleges Library Consortium (WACTCLC)
509.760.4474
________________________________
From: Wactclc-alma <wactclc-alma-bounces at lists.ctc.edu> on behalf of Traci Taylor <ttaylor at btc.edu>
Sent: Monday, August 7, 2017 8:44 AM
To: WACTCLC Alma Discussion
Subject: [Wactclc-alma] FW: New comment received for case #00436046, Title: New Primo UI: Find in Library on Details page ? remove ?alma_tab2_full? link ref:_00D300NaN._500321DgXB4:ref
Good morning,
Has anyone had any trouble with the ?alma_tab2_full? link? having name changed??? Or did you just have the link removed?
Thanks,
Traci
Traci Taylor
Systems Librarian
Bellingham Technical College
Phone |360.752.8488
Email | ttaylor at btc.edu
From: Support Portal [mailto:supportportal at exlibrisgroup.com]
Sent: Thursday, August 03, 2017 2:01 PM
To: Traci Taylor <ttaylor at btc.edu>
Subject: New comment received for case #00436046, Title: New Primo UI: Find in Library on Details page ? remove ?alma_tab2_full? link ref:_00D300NaN._500321DgXB4:ref
[https://exlibrisgroup.my.salesforce.com/servlet/servlet.ImageServer?id=01532000001p3dx&oid=00D300000000NaN&lastMod=1473772088000]
Dear Traci Taylor,
A new comment was received for case #00436046:
Case Title: New Primo UI: Find in Library on Details page ? remove ?alma_tab2_full? link
Last comment:
Hi Traci,
I was not able to change the label of that link and I am currently investigating why.
Natalia
Status: Waiting for Process
Priority: Normal
Description:
Hi,
Can you please remove the "alma_tab2_full" link on the Details page? I have included a document with a screenshot.
Thank you,
Traci
Direct Link: Click Here <https://exlibrisgroup.my.salesforce.com/5003200001DgXB4AAN>
Best Regards,
Ex Libris Support
ref:_00D300NaN._500321DgXB4:ref
------------------------------
Message: 4
Date: Tue, 8 Aug 2017 16:35:33 +0000
From: Lesley Caldwell <LCaldwell at pierce.ctc.edu>
To: WACTCLC Alma Discussion <wactclc-alma at lists.ctc.edu>
Subject: [Wactclc-alma] Pick List and Chrome Issues
Message-ID:
<af8cb8173eb44bcc92e659347ac08269 at EX2013-02.pierce.ctc.edu>
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Hi all,
Pierce College is seeing a couple of odd things in Alma, so I thought I'd check with the group before I open a ticket.
1) Tabs are displaying buggy in Chrome (Version 60.0.3112.90 (Official Build) (64-bit)). Screenshot attached.
2) Our Pick List will not print. Getting "ERROR: undefinedresult OFFENDING COMMAND: setcachedevice" Screenshot also attached.
Is anyone else experiencing either of these issues?
Thanks!
Lesley Caldwell
Systems and Instruction Librarian
Pierce College
p:
(253) 840-8420
a:
1601 39th Ave SE, Puyallup, WA 98374
w:
www.pierce.ctc.edu<http://www.pierce.ctc.edu/> e: lcaldwell at pierce.ctc.edu<mailto:lcaldwell at pierce.ctc.edu>
[http://www.pierce.ctc.edu/50th-Email.png]
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Message: 5
Date: Tue, 8 Aug 2017 16:57:04 +0000
From: "Guidry, Wade" <WadeG at bigbend.edu>
To: 'WACTCLC Alma Discussion' <wactclc-alma at lists.ctc.edu>
Subject: Re: [Wactclc-alma] Create the report based on Excel file
Message-ID: <1999f94d83e6429bbfb93c53e4078ec7 at Exch2013-01.bigbend.edu>
Content-Type: text/plain; charset="us-ascii"
Just a quick follow-up...
In a nutshell, you can include multiple values in the 'is equal to / is contained in' filter, separated by ; (see screenshot below).
So, if you just paste in a text string a filter comparison, something like.... "123456789;012345678", the result will bring back matches for each of those id's.
(This works with any field, not just primary ID).
So, get a list of the id's you want, do a change all to change the line breaks to " ; " (if you're not sure how, just google how to do it in whatever editing tool you use), and then paste into the analytics filter.
[cid:image001.png at 01D3102C.AE884D10]
Wade Guidry
Library Consortium Services Manager
Big Bend Community College
wadeg at bigbend.edu
509.760.4474
www.bigbend.edu
Big Bend Community College * 7662 Chanute Street NE * Moses Lake, WA 98837-3299
-----Original Message-----
From: Wactclc-alma [mailto:wactclc-alma-bounces at lists.ctc.edu] On Behalf Of Nadine Pavlov
Sent: Monday, August 7, 2017 6:20 PM
To: wactclc-alma at lists.ctc.edu
Subject: Re: [Wactclc-alma] Create the report based on Excel file
Thank you much!
Shellie, thanks for the file! This is what I was looking for. I am trying to do it but not successful yet... Will play with it more. if not, then I will do what Paula suggested - export the report to Excel and will use Access to match the IDs.
Paula, thanks for the suggestions! Yes, I will need to do a batch at once. It is so many IDs I will need to check. So, I will probably go with Access... But I will keep the "prompt" idea for the other reports :-)
Thanks,
Nadine
-----Original Message-----
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Sent: Friday, August 04, 2017 12:00 PM
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Subject: Wactclc-alma Digest, Vol 12, Issue 3
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Today's Topics:
1. Create the report based on Excel file? (Nadine Pavlov)
2. Re: Create the report based on Excel file? (Paula Laine)
3. Re: Create the report based on Excel file? (Whittaker, Shellie)
4. Re: Create the report based on Excel file? (Paula Laine)
----------------------------------------------------------------------
Message: 1
Date: Thu, 3 Aug 2017 21:35:24 +0000
From: Nadine Pavlov <NPavlov at greenriver.edu<mailto:NPavlov at greenriver.edu>>
To: "wactclc-alma at lists.ctc.edu<mailto:wactclc-alma at lists.ctc.edu>" <wactclc-alma at lists.ctc.edu<mailto:wactclc-alma at lists.ctc.edu>>
Subject: [Wactclc-alma] Create the report based on Excel file?
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<CY4PR06MB3367337DD570157610C5C62FDDB10 at CY4PR06MB3367.namprd06.prod.outlook.com<mailto:CY4PR06MB3367337DD570157610C5C62FDDB10 at CY4PR06MB3367.namprd06.prod.outlook.com>>
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Hi,
We have a list of the students that we need to see if they have any fines and how much do they have. We do have an analytics report that shows the fines and fees the students have. BUT, how can I filter it to see the fines for the specific students? Those filter's options that exists, don't really help me because the list I have is so irregular (those students might have different fines, the fines could be created at different times, etc...) So, I can't really filter it.. But I have the excel file with those ID numbers. Is it possible to filter the results by uploading the file?
Regards,
Nadine Pavlov
Circulation Supervisor
Holman Library
(253) 833-9111 Ext. 2088
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Message: 2
Date: Thu, 3 Aug 2017 22:24:11 +0000
From: Paula Laine <plaine at bellevuecollege.edu<mailto:plaine at bellevuecollege.edu>>
To: WACTCLC Alma Discussion <wactclc-alma at lists.ctc.edu<mailto:wactclc-alma at lists.ctc.edu>>
Subject: Re: [Wactclc-alma] Create the report based on Excel file?
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I just tried this, and it worked. Create a column prompt on the Primary Identifier field. (Be sure to have the "user input" set to text.) Save the query again. You won't see the prompt if you click the "results" button, you have to close the query and "open" it. Then you will get your prompt where you can enter the patron ID and see what &why they owe.
Is this what you are trying to do? If you don't want to do it one-by one I don't know how (or if) you can link an external table of IDs to ALMA. We could do it with VGER easily enough.
Paula Laine
Bellevue College
From: Wactclc-alma [mailto:wactclc-alma-bounces at lists.ctc.edu] On Behalf Of Nadine Pavlov
Sent: Thursday, August 3, 2017 2:35 PM
To: wactclc-alma at lists.ctc.edu<mailto:wactclc-alma at lists.ctc.edu>
Subject: [Wactclc-alma] Create the report based on Excel file?
Hi,
We have a list of the students that we need to see if they have any fines and how much do they have. We do have an analytics report that shows the fines and fees the students have. BUT, how can I filter it to see the fines for the specific students? Those filter's options that exists, don't really help me because the list I have is so irregular (those students might have different fines, the fines could be created at different times, etc...) So, I can't really filter it.. But I have the excel file with those ID numbers. Is it possible to filter the results by uploading the file?
Regards,
Nadine Pavlov
Circulation Supervisor
Holman Library
(253) 833-9111 Ext. 2088
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Message: 3
Date: Thu, 3 Aug 2017 22:28:04 +0000
From: "Whittaker, Shellie" <ShellieW at bigbend.edu<mailto:ShellieW at bigbend.edu>>
To: "WACTCLC Alma Discussion (wactclc-alma at lists.ctc.edu<mailto:wactclc-alma at lists.ctc.edu>)"
<wactclc-alma at lists.ctc.edu<mailto:wactclc-alma at lists.ctc.edu>>
Subject: Re: [Wactclc-alma] Create the report based on Excel file?
Message-ID: <7132612e4c6f4fb3a985a4874a9e9284 at Exch2013-01.bigbend.edu<mailto:7132612e4c6f4fb3a985a4874a9e9284 at Exch2013-01.bigbend.edu>>
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Hi Nadine,
I've never attempted to use an Excel file (or csv file) in/with Analytics, but I think it is possible. Or maybe, more specifically, it might be possible to use data from an Excel file as criteria for a filter in an Analytics query.
I found a how-to document that might lead us in the right direction. It's not focused exactly on what you are doing, but it might work.
See attached. I found it here<https://knowledge.exlibrisgroup.com/Special:Search?search=csv+file+in+analytics&path=Alma&product=Alma>.
Shellie
From: Wactclc-alma [mailto:wactclc-alma-bounces at lists.ctc.edu] On Behalf Of Nadine Pavlov
Sent: Thursday, August 3, 2017 2:35 PM
To: wactclc-alma at lists.ctc.edu<mailto:wactclc-alma at lists.ctc.edu>
Subject: [Wactclc-alma] Create the report based on Excel file?
Hi,
We have a list of the students that we need to see if they have any fines and how much do they have. We do have an analytics report that shows the fines and fees the students have. BUT, how can I filter it to see the fines for the specific students? Those filter's options that exists, don't really help me because the list I have is so irregular (those students might have different fines, the fines could be created at different times, etc...) So, I can't really filter it.. But I have the excel file with those ID numbers. Is it possible to filter the results by uploading the file?
Regards,
Nadine Pavlov
Circulation Supervisor
Holman Library
(253) 833-9111 Ext. 2088
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Message: 4
Date: Thu, 3 Aug 2017 22:28:52 +0000
From: Paula Laine <plaine at bellevuecollege.edu<mailto:plaine at bellevuecollege.edu>>
To: WACTCLC Alma Discussion <wactclc-alma at lists.ctc.edu<mailto:wactclc-alma at lists.ctc.edu>>
Subject: Re: [Wactclc-alma] Create the report based on Excel file?
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Another thought. I see you want to do a batch at once. I think in that case I would export the patrons w/ fines-fees records to Excel and then use Access to match the ID fields from the specific patron list you have to the ALMA list of patrons who owe fines and fees.
Paula
From: Wactclc-alma [mailto:wactclc-alma-bounces at lists.ctc.edu] On Behalf Of Nadine Pavlov
Sent: Thursday, August 3, 2017 2:35 PM
To: wactclc-alma at lists.ctc.edu<mailto:wactclc-alma at lists.ctc.edu>
Subject: [Wactclc-alma] Create the report based on Excel file?
Hi,
We have a list of the students that we need to see if they have any fines and how much do they have. We do have an analytics report that shows the fines and fees the students have. BUT, how can I filter it to see the fines for the specific students? Those filter's options that exists, don't really help me because the list I have is so irregular (those students might have different fines, the fines could be created at different times, etc...) So, I can't really filter it.. But I have the excel file with those ID numbers. Is it possible to filter the results by uploading the file?
Regards,
Nadine Pavlov
Circulation Supervisor
Holman Library
(253) 833-9111 Ext. 2088
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Message: 6
Date: Tue, 8 Aug 2017 18:25:47 +0000
From: Lesley Caldwell <LCaldwell at pierce.ctc.edu>
To: WACTCLC Alma Discussion <wactclc-alma at lists.ctc.edu>
Subject: Re: [Wactclc-alma] Pick List and Chrome Issues
Message-ID:
<711c3db65c4e471d895f79c763cfbbc1 at EX2013-02.pierce.ctc.edu>
Content-Type: text/plain; charset="us-ascii"
A follow-up to say our printing error is only happening in Chrome. So we believe the new Alma is not playing nicely with the Chrome browser.
I'm going to open a ticket. :)
-Lesley
From: Wactclc-alma [mailto:wactclc-alma-bounces at lists.ctc.edu] On Behalf Of Lesley Caldwell
Sent: Tuesday, August 08, 2017 9:36 AM
To: WACTCLC Alma Discussion <wactclc-alma at lists.ctc.edu>
Subject: [Wactclc-alma] Pick List and Chrome Issues
Hi all,
Pierce College is seeing a couple of odd things in Alma, so I thought I'd check with the group before I open a ticket.
1) Tabs are displaying buggy in Chrome (Version 60.0.3112.90 (Official Build) (64-bit)). Screenshot attached.
2) Our Pick List will not print. Getting "ERROR: undefinedresult OFFENDING COMMAND: setcachedevice" Screenshot also attached.
Is anyone else experiencing either of these issues?
Thanks!
Lesley Caldwell
Systems and Instruction Librarian
Pierce College
p:
(253) 840-8420
a:
1601 39th Ave SE, Puyallup, WA 98374
w:
www.pierce.ctc.edu<http://www.pierce.ctc.edu/> e: lcaldwell at pierce.ctc.edu<mailto:lcaldwell at pierce.ctc.edu>
[http://www.pierce.ctc.edu/50th-Email.png]
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