[Wactclc-alma] Question about sets

[Guidry, Wade]

Correct, one field is sufficient to create a managed set.


[Title: Big Bend Community College Logo]

Wade Guidry
Library Consortium Services Manager
Big Bend Community College
wadeg at bigbend.edu<mailto:wadeg at bigbend.edu>

509.760.4474
www.bigbend.edu<http://www.bigbend.edu/>

Big Bend Community College * 7662 Chanute Street NE * Moses Lake, WA 98837-3299


WACTCLC Alma Instance: Alma NA02<http://status.exlibrisgroup.com/>
WACTCLC Primo Instance: Primo NA08<http://status.exlibrisgroup.com/>

From: Wactclc-alma [mailto:wactclc-alma-bounces at lists.ctc.edu] On Behalf Of Elena Bianco
Sent: Tuesday, October 3, 2017 4:43 PM
To: WACTCLC Alma Discussion <wactclc-alma at lists.ctc.edu>
Subject: Re: [Wactclc-alma] Question about sets

OK. Thanks, Wade. That explains it. I renamed Primary ID as UNIV_ID, not as Username...

Also, I only will import the Primary Id (aka Username) field, not any others, right?

Elena


Elena


From: Wactclc-alma [mailto:wactclc-alma-bounces at lists.ctc.edu] On Behalf Of Guidry, Wade
Sent: Tuesday, October 3, 2017 4:39 PM
To: 'WACTCLC Alma Discussion' <wactclc-alma at lists.ctc.edu<mailto:wactclc-alma at lists.ctc.edu>>
Subject: Re: [Wactclc-alma] Question about sets

For employees, Primary ID can indeed be used for creating sets.

Just be sure to label the column heading in the file you are importing as  'Username' (which is a bit counter-intuitive, since in Alma that field is labeled 'Primary Identifier')

The following knowledge base page, contains a helpful table that shows the various fields, for each record type (users, items, etc) that can be imported in this way to create sets in Alma:

https://knowledge.exlibrisgroup.com/Alma/Product_Documentation/Alma_Online_Help_(English)/Administration/070Managing_Jobs/Managing_Search_Queries_and_Sets#sets.setDetail

And if you get ever get the column name incorrect when trying to import a file, the error message in Alma will usually tell you want column name it's expecting.

There is also a short video on this topic of creating itemized sets by uploading lists of identifiers:

https://youtu.be/MVhRtCyTCs0




[Title: Big Bend Community College Logo]

Wade Guidry
Library Consortium Services Manager
Big Bend Community College
wadeg at bigbend.edu<mailto:wadeg at bigbend.edu>

509.760.4474
www.bigbend.edu<http://www.bigbend.edu/>

Big Bend Community College * 7662 Chanute Street NE * Moses Lake, WA 98837-3299


WACTCLC Alma Instance: Alma NA02<http://status.exlibrisgroup.com/>
WACTCLC Primo Instance: Primo NA08<http://status.exlibrisgroup.com/>

From: Wactclc-alma [mailto:wactclc-alma-bounces at lists.ctc.edu] On Behalf Of Elena Bianco
Sent: Tuesday, October 3, 2017 4:33 PM
To: WACTCLC Alma Discussion <wactclc-alma at lists.ctc.edu<mailto:wactclc-alma at lists.ctc.edu>>
Subject: Re: [Wactclc-alma] Question about sets

Problem: It didn't look like I could add the Barcode field to the analysis, so I used the Primary ID (which would be UNIV_ID) instead. However, when I tried to import that, I got No user results for Identifier and it didn't add any members to the set. So, I'm still not sure how to get these members added to my set. Why won't the barcode field show up in analytics as an option that I can add to my report?

Elena


From: Wactclc-alma [mailto:wactclc-alma-bounces at lists.ctc.edu] On Behalf Of Ventura, Gerie
Sent: Tuesday, October 3, 2017 4:21 PM
To: WACTCLC Alma Discussion <wactclc-alma at lists.ctc.edu<mailto:wactclc-alma at lists.ctc.edu>>
Subject: Re: [Wactclc-alma] Question about sets

Hi Elena: Shellie sent this on 09/25:

Yes, you can make an itemized set out of an Analytics result set.

Export the barcodes to an Excel file, then create the set from that file.

Under Manage Sets, choose Add a set.

Be sure use the correct column header in the Excel file.  If it's a file of barcodes then the header (the first line of the file) must be BARCODE.

I can't answer (yet) about getting the "Duplicate" functionality to correctly record that "Item Policy".

[cid:image005.jpg at 01D33C7A.44263E30]


From: Wactclc-alma [mailto:wactclc-alma-bounces at lists.ctc.edu] On Behalf Of Elena Bianco
Sent: Tuesday, October 3, 2017 4:16 PM
To: WACTCLC Alma Discussion <wactclc-alma at lists.ctc.edu<mailto:wactclc-alma at lists.ctc.edu>>
Subject: Re: [Wactclc-alma] Question about sets

Update. I created the list I wanted using Analytics. Can I turn an Analysis into a set?

Thanks,

Elena

From: Wactclc-alma [mailto:wactclc-alma-bounces at lists.ctc.edu] On Behalf Of Elena Bianco
Sent: Tuesday, October 3, 2017 4:08 PM
To: WACTCLC Alma Discussion <wactclc-alma at lists.ctc.edu<mailto:wactclc-alma at lists.ctc.edu>>
Subject: [Wactclc-alma] Question about sets


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I watched a video today about how to opt groups of employees out of notices. I'm hoping that I can create a set of all of our employees and then run a job on that set so that they are opted out of notices without having them have to do this themselves.

However, when I try to create a set of employees (I had to export all employees into excel, then filter to User Group of Employees because for some reason, you can't just create a list filtered by user group), when I got to Add Contents from File to Set (it's an itemized set), it won't let me. I get this error: Header line in input file is missing an ID column. Supported IDs are: OTHER_ID_4, OTHER_ID_3, OTHER_ID_2, OTHER_ID_1, BARCODE, USERNAME, UNIV_ID

I'm guessing that's because the ID column didn't get exported, but I can't see how to do that. Can anyone help with this?

Thanks,

Elena

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