[Wactclc-alma] trouble adding members to a set from an analytics report

[Guidry, Wade]

Amy,

Good reminder that creating sets from Analytics reports is possible :) (Something that isn't 2nd nature to me, since it's a newer feature.)

I actually had never done it, so just went through the process.

A couple of requirements for creating these reports:


1.       For the content type ('physical title', 'physical item', etc) you want to create a set for, you need to use one of the supported fields listed at https://knowledge.exlibrisgroup.com/Alma/Product_Documentation/010Alma_Online_Help_(English)/120Alma_Glossary. These are the same fields that can be used to create a set from a file, and



2.       You may need to change the column heading name in analytics to match the column heading required in a file.

So, for a physical title set of your titles in the temporary new books collection, I created a analytics report with the Item ID field (#1 above). And I renamed the column heading in the report to 'PID' (#2 above).

You can find the resulting set under the name 'New Books Temp Location'. (Note that this list covers all of your libraries, so you might need to add a filter to target a specific library, if required.)

I didn't try to use ISBN. It is listed as a field that can be used for physical title managed sets. But the ISBN field often contains multiple values, so may not be the best field to use for creating a managed set. And that may also have been the cause of the failed attempt.




Wade Guidry
WACTCLC
Library Consortium Services Manager
wade at bigbend.edu<mailto:wade at bigbend.edu>
http://www.wactclc.org<http://www.wactclc.org/>
509.760.4474


From: Wactclc-alma [mailto:wactclc-alma-bounces at lists.ctc.edu] On Behalf Of Thomas, Kirsti
Sent: Thursday, July 25, 2019 2:20 PM
To: WACTCLC Alma Discussion <wactclc-alma at lists.ctc.edu>
Subject: Re: [Wactclc-alma] trouble adding members to a set from an analytics report

Put the MMSID number into your Analytics report and see if you can create an itemized set once you do that.

Kirsti

From: Wactclc-alma <wactclc-alma-bounces at lists.ctc.edu<mailto:wactclc-alma-bounces at lists.ctc.edu>> On Behalf Of Herman, Amy
Sent: Thursday, July 25, 2019 13:30
To: WACTCLC Alma Discussion <wactclc-alma at lists.ctc.edu<mailto:wactclc-alma at lists.ctc.edu>>
Subject: [Wactclc-alma] trouble adding members to a set from an analytics report

I'm trying to create a an itemized set of the books that are currently on our New Books Display, from an analytics report that shows the same thing.  Every time I run the job, it fails and the only detail I have is that the job failed (duh).  Not sure what I'm doing wrong. I've tried making the Set content type several different things and it always fails.  The columns displayed in the analytics report are Title and ISBN.  Help!

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

[alma signature]


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