[Wactclc-alma] Item policy wrong in analytics

[Guidry, Wade]

Just FYI, following our discussion about this issue on our call yesterday, I've posted a question out to Alma-L, to see if I can crowdsource an answer from another institution.





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

WACTCLC Alma Instance: Alma NA02
WACTCLC Primo Instance: Primo NA08

-----Original Message-----
From: Wactclc-alma [mailto:wactclc-alma-bounces at lists.ctc.edu] On Behalf Of Tammy Siebenberg
Sent: Thursday, May 17, 2018 2:17 PM
To: WACTCLC Alma Discussion <wactclc-alma at lists.ctc.edu>
Subject: Re: [Wactclc-alma] Item policy wrong in analytics

That's possible, Amy.  I've been trying to clean up the item policies we have and move to material types.  Today I decided to edit each of the item records individually and set the item policies to a new Test policy I created.  Tomorrow I'll see of those manual changes show up in analytics.  If they do, then I'll manually change them to the new policy.  The problem could be something with running a job to batch change the item policies.  It's frustrating because all of the other item policy changes I've made have shown up in analytics.

Tammy R. Siebenberg, MLIS
Director - Library & Media Services
Yakima Valley College
Yakima, WA  98902
509.574.4984


-----Original Message-----
From: Wactclc-alma [mailto:wactclc-alma-bounces at lists.ctc.edu] On Behalf Of Herman, Amy
Sent: Thursday, May 17, 2018 1:03 PM
To: WACTCLC Alma Discussion <wactclc-alma at lists.ctc.edu>
Subject: Re: [Wactclc-alma] Item policy wrong in analytics

I don't know if this helps in any way, but my item policies are relics from Voyager, many of which we do not use any more.   We are actually in the process of trying to clean them up.  Didn't we have to map our Voyager item policies to fulfillment units in Alma, for migration purposes?  I may be misremembering.  Anyway, I wonder if when you change the name of a policy, you are "breaking" some kind of mapping somewhere in the system, or if you still have items attached to those old legacy policies for which you just changed the name?

Amy Herman
Library Faculty | Olympic College
1600 Chester Avenue | Bremerton, WA 98337 aherman at olympic.edu | 360-475-7256




-----Original Message-----
From: Wactclc-alma <wactclc-alma-bounces at lists.ctc.edu> On Behalf Of Tammy Siebenberg
Sent: Thursday, May 17, 2018 12:56 PM
To: WACTCLC Alma Discussion <wactclc-alma at lists.ctc.edu>
Subject: [External] RE: [Wactclc-alma] Item policy wrong in analytics

Wade,

I know changes don't show up in analytics until the next day.  I have set my criteria to lifecycle = active; none.

I won't be on the call.  I am trying some other tests and will post the results.

Tammy

Tammy R. Siebenberg, MLIS
Director - Library & Media Services
Yakima Valley College
Yakima, WA  98902
509.574.4984

-----Original Message-----
From: Wactclc-alma [mailto:wactclc-alma-bounces at lists.ctc.edu] On Behalf Of Guidry, Wade
Sent: Thursday, May 17, 2018 11:50 AM
To: WACTCLC Alma Discussion <wactclc-alma at lists.ctc.edu>
Subject: Re: [Wactclc-alma] Item policy wrong in analytics

Tammy,


Analytics data gets refreshed nightly. So changes you make in Alma won't appear in analytics until the next day.


You may also be looking at items in analytics that you have already deleted in Alma. those older items may carry an item policy that you no longer use.


If you are on the call at 1pm, perhaps we can look at this question live.



?



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 Tammy Siebenberg <tsiebenberg at yvcc.edu>
Sent: Thursday, May 17, 2018 11:24 AM
To: WACTCLC Alma Discussion
Subject: [Wactclc-alma] Item policy wrong in analytics

I am having a problem getting the correct item policy to display in Analytics.  I changed the name and code of an item policy and now the item policy shows in Analytics as "Unknown."  I have tried deleting the item policy and making a new one with the same new name.  I ran a job on the set to change the item policy.  It changes in Alma but not in Analytics.  I then deleted that item policy and created a totally new one (new code and name), ran the job to update the set, and still have the same problem.  The correct item policy shows in Alma, but in Analytics it still shows as "Unknown."  I have worked with this over several days, giving Analytics at least two days to get updated and the issue continues.  I've created an itemized set so I can check the same titles each time.

Also, now when I filter on item policy in Analytics, it shows a whole bunch of policy names that do not exist on my code table.  Anyone have suggestions or should submit a Salesforce ticket?

Tammy

Tammy R. Siebenberg, MLIS
Director - Library & Media Services
Yakima Valley College<http://www.yvcc.edu/> Yakima, WA  98902
509.574.4984