[wactclc-alma] deleting patron notes in batch

Mon Oct 2 11:13:42 PDT 2023

Thanks for sharing this! :)

It will be ok!

Kirsti S. Thomas (Hear my first name<http://namedrop.io/kirstithomas>)
Library Technical Services Manager & Systems Librarian
Seattle Colleges
kirsti.thomas at seattlecolleges.edu

From: wactclc-alma <wactclc-alma-bounces at lists.ctc.edu> On Behalf Of Kim Mitchell
Sent: Friday, September 29, 2023 12:52
To: WACTCLC Alma Discussion <wactclc-alma at lists.ctc.edu>
Subject: Re: [wactclc-alma] deleting patron notes in batch

Hi all,

With Elena back from her Sabbatical (yay!), we looked at this issue today.
As noted below, Elena opted out from adding the note with user profile info which we hope will stop future notes from being added.

And since there wasn't a clear way to run a job that would delete all the notes already in patron note fields, Elena contacted  Alma chat who will open a ticket for T2 (salesforce) to run a job that would do just that.
We will share more when that happens.

Have a good weekend everybody.

Kim Mitchell
Library Paraprofessional 3
Skagit Valley College
Whidbey Campus Library
360-679-5221

Committed to Students

From: wactclc-alma <wactclc-alma-bounces at lists.ctc.edu<mailto:wactclc-alma-bounces at lists.ctc.edu>> On Behalf Of Thomas, Kirsti
Sent: Tuesday, July 25, 2023 11:07 AM
To: WACTCLC Alma Discussion <wactclc-alma at lists.ctc.edu<mailto:wactclc-alma at lists.ctc.edu>>
Subject: Re: [wactclc-alma] deleting patron notes in batch

FYI-- I got annoyed enough by this that I opened a ticket with Ex Libris (#06825591).

Ex Libris says:

The Development team have created an option to opt-out from adding the note with user profile information. This option will be in the form of a customer parameter and is currently scheduled to be included with the September 2023 release...When they become available, the September release notes should include further information on how to disable the user profile notes.

It will be ok!

Kirsti S. Thomas (Hear my first name<http://namedrop.io/kirstithomas>)
Library Technical Services Manager & Systems Librarian
Seattle Colleges
kirsti.thomas at seattlecolleges.edu<mailto:kirsti.thomas at seattlecolleges.edu>

From: wactclc-alma <wactclc-alma-bounces at lists.ctc.edu<mailto:wactclc-alma-bounces at lists.ctc.edu>> On Behalf Of Thomas, Kirsti
Sent: Thursday, July 20, 2023 11:29
To: WACTCLC Alma Discussion <wactclc-alma at lists.ctc.edu<mailto:wactclc-alma at lists.ctc.edu>>
Subject: Re: [wactclc-alma] deleting patron notes in batch

It may be possible to do via API and a script-- which doesn't help those of us who don't know how to do that. (Grr)

According to the Ex Libris documentation<https://developers.exlibrisgroup.com/alma/apis/docs/xsd/rest_user.xsd/?tags=PUT>, "user_notes" is one of the available fields that you can GET/PUT via API.

So theoretically possible? If you can write code.

I'm also really annoyed by the "Profile name" user notes.

Since July, the History tabs of all our user records are clogged with daily updates to "Notes" and "Roles" when the patron load runs.

My own user record has had 37 changes-that-aren't-really-changes in the past 20 days and my History tab now has 684 entries. The only way I can check on any part of the user history is to export the entire history to Excel-- which takes upwards of 6 minutes because there are so many changes recorded in the History now.

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 20, 2023 10:26
To: WACTCLC Alma Discussion <wactclc-alma at lists.ctc.edu<mailto:wactclc-alma at lists.ctc.edu>>
Subject: [wactclc-alma] deleting patron notes in batch

I noticed that those weird patron notes from May 5th and May 6th are still on all of our patron records. I was looking for a way to batch delete all of them and came across Kirsti's enhancement request for this<https://ideas.exlibrisgroup.com/forums/308173-alma/suggestions/32823910-allow-batch-deletion-of-user-notes> from 2018. The most recent comment indicates it's still not possible.  I don't see any documentation for completing such a task so I assume it's still not possible... can anyone confirm?

Thanks!

Amy Herman, Library Faculty
Olympic College
Bremerton, WA
aherman at olympic.edu<mailto:aherman at olympic.edu>

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