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<p class="MsoNormal"><span style="color:#1F497D">Traci & Elena asked for info on our process for setting pop-up notices when a user without an email address tries to check something out. We have a “user block” in Alma that’s overrideable by all circ employees.<o:p></o:p></span></p>
<p class="MsoNormal"><span style="color:#1F497D"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="color:#1F497D">There are 4 things you need to do to make this work:<o:p></o:p></span></p>
<p class="MsoNormal"><span style="color:#1F497D"><o:p> </o:p></span></p>
<p class="MsoListParagraph" style="text-indent:-.25in;mso-list:l3 level1 lfo1"><![if !supportLists]><span style="color:#1F497D"><span style="mso-list:Ignore">1)<span style="font:7.0pt "Times New Roman"">
</span></span></span><![endif]><span style="color:#1F497D">Set up a User Block in Alma Config<o:p></o:p></span></p>
<p class="MsoListParagraph" style="text-indent:-.25in;mso-list:l3 level1 lfo1"><![if !supportLists]><span style="color:#1F497D"><span style="mso-list:Ignore">2)<span style="font:7.0pt "Times New Roman"">
</span></span></span><![endif]><span style="color:#1F497D">Create a bunch of Alma Analytics Reports<o:p></o:p></span></p>
<p class="MsoListParagraph" style="text-indent:-.25in;mso-list:l3 level1 lfo1"><![if !supportLists]><span style="color:#1F497D"><span style="mso-list:Ignore">3)<span style="font:7.0pt "Times New Roman"">
</span></span></span><![endif]><span style="color:#1F497D">Create itemized sets from your Analytics reports and run jobs on those sets on a regular basis<o:p></o:p></span></p>
<p class="MsoListParagraph" style="text-indent:-.25in;mso-list:l3 level1 lfo1"><![if !supportLists]><span style="color:#1F497D"><span style="mso-list:Ignore">4)<span style="font:7.0pt "Times New Roman"">
</span></span></span><![endif]><span style="color:#1F497D">Create and share instructions for circ staff on adding email addresses as an “internal” field that won’t get overwritten by the daily patron load<o:p></o:p></span></p>
<p class="MsoNormal"><span style="color:#1F497D"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="color:#1F497D"><o:p> </o:p></span></p>
<p class="MsoNormal"><b><span style="color:#1F497D">User Block config:<o:p></o:p></span></b></p>
<p class="MsoNormal"><span style="color:#1F497D"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="color:#1F497D">Alma Config >> Fulfillment >> Patron Configurations >> User Block Description<o:p></o:p></span></p>
<p class="MsoNormal"><span style="color:#1F497D"> Create a code and description for the block. We use:<o:p></o:p></span></p>
<p class="MsoNormal"><span style="color:#1F497D"> Code: NOEMAIL<o:p></o:p></span></p>
<p class="MsoNormal"><span style="color:#1F497D"> Description: No email address on file - Supervisor must add email address to patron record<o:p></o:p></span></p>
<p class="MsoNormal"><span style="color:#1F497D"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="color:#1F497D">Alma Config >> Fulfillment >> Patron Configurations >> User Block Definititions<o:p></o:p></span></p>
<p class="MsoNormal"><span style="color:#1F497D"> Add your user block to this table and set who you want to override the block. We use:<o:p></o:p></span></p>
<p class="MsoNormal"><span style="color:#1F497D"> Type: General<o:p></o:p></span></p>
<p class="MsoNormal" style="margin-left:.5in;text-indent:.5in"><span style="color:#1F497D">Overrideable: All<o:p></o:p></span></p>
<p class="MsoNormal"><span style="color:#1F497D"> Blocked Action: 01<o:p></o:p></span></p>
<p class="MsoNormal"><span style="color:#1F497D"> Network Block: True<o:p></o:p></span></p>
<p class="MsoNormal" style="margin-left:.5in;text-indent:.5in"><span style="color:#1F497D">(I’m not sure the
<i>Type</i> or <i>Network Block</i> fields really do anything in our Alma instance)<o:p></o:p></span></p>
<p class="MsoNormal" style="margin-left:.5in;text-indent:.5in"><span style="color:#1F497D"><o:p> </o:p></span></p>
<p class="MsoNormal" style="margin-left:.5in;text-indent:.5in"><span style="color:#1F497D">The
<i>Blocked Action</i> code controls whether the message shows up for only loan transactions (01), loan & renew transactions (02), or loan, renew and hold transactions (03)<o:p></o:p></span></p>
<p class="MsoNormal"><span style="color:#1F497D"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="color:#1F497D"><o:p> </o:p></span></p>
<p class="MsoNormal"><b><span style="color:#1F497D">Alma Analytics Reports:<o:p></o:p></span></b></p>
<p class="MsoNormal"><span style="color:#1F497D"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="color:#1F497D">You need at least 3 reports:<o:p></o:p></span></p>
<p class="MsoListParagraph" style="margin-left:.75in;text-indent:-.25in;mso-list:l1 level1 lfo3">
<![if !supportLists]><span style="color:#1F497D"><span style="mso-list:Ignore">1)<span style="font:7.0pt "Times New Roman"">
</span></span></span><![endif]><span style="color:#1F497D">Report of all users with no email address<o:p></o:p></span></p>
<p class="MsoListParagraph" style="margin-left:.75in;text-indent:-.25in;mso-list:l1 level1 lfo3">
<![if !supportLists]><span style="color:#1F497D"><span style="mso-list:Ignore">2)<span style="font:7.0pt "Times New Roman"">
</span></span></span><![endif]><span style="color:#1F497D">Report of users who don’t have an email address and who don’t have the “NOEMAIL” block<o:p></o:p></span></p>
<p class="MsoListParagraph" style="margin-left:.75in;text-indent:-.25in;mso-list:l1 level1 lfo3">
<![if !supportLists]><span style="color:#1F497D"><span style="mso-list:Ignore">3)<span style="font:7.0pt "Times New Roman"">
</span></span></span><![endif]><span style="color:#1F497D">Report of users who have an email address and who do have an active “NOEMAIL” block<o:p></o:p></span></p>
<p class="MsoNormal"><span style="color:#1F497D"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="color:#1F497D">I put copies of the 3 reports we use here:<o:p></o:p></span></p>
<p class="MsoNormal"><span style="color:#1F497D">shared/Community/Reports/Consortia/WACTCLC/Seattle<o:p></o:p></span></p>
<p class="MsoNormal"><span style="color:#1F497D">
<o:p></o:p></span></p>
<p class="MsoNormal"><span style="color:#1F497D">Reports are called:<o:p></o:p></span></p>
<p class="MsoNormal"><span style="color:#1F497D"><o:p> </o:p></span></p>
<p class="MsoListParagraph" style="text-indent:-.25in;mso-list:l0 level1 lfo4"><![if !supportLists]><span style="color:#1F497D"><span style="mso-list:Ignore">1)<span style="font:7.0pt "Times New Roman"">
</span></span></span><![endif]><span style="color:#1F497D">EXL_No_Email<o:p></o:p></span></p>
<p class="MsoListParagraph" style="text-indent:-.25in;mso-list:l0 level1 lfo4"><![if !supportLists]><span style="color:#1F497D"><span style="mso-list:Ignore">2)<span style="font:7.0pt "Times New Roman"">
</span></span></span><![endif]><span style="color:#1F497D">Users without blocks and without email addresses<o:p></o:p></span></p>
<p class="MsoListParagraph" style="text-indent:-.25in;mso-list:l0 level1 lfo4"><![if !supportLists]><span style="color:#1F497D"><span style="mso-list:Ignore">3)<span style="font:7.0pt "Times New Roman"">
</span></span></span><![endif]><span style="color:#1F497D">Users with NOEMAIL block and with email address<o:p></o:p></span></p>
<p class="MsoNormal"><span style="color:#1F497D"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="color:#1F497D">Copy and paste these reports to your own institution’s Analytics folder.<o:p></o:p></span></p>
<p class="MsoNormal"><span style="color:#1F497D"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="color:#1F497D">You may have to tweak the 2nd and 3rd reports according to your own local settings. My reports filter out our test patron accounts, along with accounts used for ILL and Ex Libris admin.<o:p></o:p></span></p>
<p class="MsoNormal"><span style="color:#1F497D"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="color:#1F497D">Report 2 filters the Primary Identifier field based on Report 1. When you copy the reports to a new folder, you’ll have to update the filter so it’s looking for Report 1 in the right folder. See the screen
shots below:<o:p></o:p></span></p>
<p class="MsoNormal"><span style="color:#1F497D"><o:p> </o:p></span></p>
<p class="MsoNormal"><img width="956" height="234" id="Picture_x0020_8" src="cid:image004.jpg@01D5118F.D3AFD890"><span style="color:#1F497D"><o:p></o:p></span></p>
<p class="MsoNormal"><span style="color:#1F497D"><o:p> </o:p></span></p>
<p class="MsoNormal"><img width="636" height="474" id="Picture_x0020_7" src="cid:image006.jpg@01D5118F.D3AFD890"><span style="color:#1F497D"><o:p></o:p></span></p>
<p class="MsoNormal"><span style="color:#1F497D"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="color:#1F497D"><o:p> </o:p></span></p>
<p class="MsoNormal"><b><span style="color:#1F497D">Create sets and run jobs:<o:p></o:p></span></b></p>
<p class="MsoNormal"><b><span style="color:#1F497D"><o:p> </o:p></span></b></p>
<p class="MsoNormal"><span style="color:#1F497D">Here are our instructions. (Note that these aren’t step-by-step instructions!)<o:p></o:p></span></p>
<p class="MsoNormal"><b><span style="color:#1F497D"><o:p> </o:p></span></b></p>
<p class="MsoNormal" style="margin-left:27.0pt">Check 2 reports 2-3 times a week (recommend MWF)<o:p></o:p></p>
<p class="MsoNormal" style="margin-left:27.0pt"> <o:p></o:p></p>
<p class="MsoNormal" style="margin-left:27.0pt"> <o:p></o:p></p>
<p class="MsoNormal" style="margin-left:27.0pt;text-indent:-.25in;mso-list:l2 level1 lfo5;vertical-align:middle">
<![if !supportLists]><span style="mso-list:Ignore">1.<span style="font:7.0pt "Times New Roman"">
</span></span><![endif]>Add block for users without email addresses<o:p></o:p></p>
<p class="MsoNormal" style="margin-left:27.0pt"> <o:p></o:p></p>
<p class="MsoNormal" style="margin-left:27.0pt">Create Set: Users without email and without block YYYY-MM-DD<o:p></o:p></p>
<p class="MsoNormal" style="margin-left:27.0pt"> <o:p></o:p></p>
<p class="MsoNormal" style="margin-left:27.0pt">Add Set -- Itemized<o:p></o:p></p>
<p class="MsoNormal" style="margin-left:27.0pt"> <o:p></o:p></p>
<p class="MsoNormal" style="margin-left:27.0pt">Set Content Type: Users<o:p></o:p></p>
<p class="MsoNormal" style="margin-left:27.0pt"> <o:p></o:p></p>
<p class="MsoNormal" style="margin-left:27.0pt"> <o:p></o:p></p>
<p class="MsoNormal" style="margin-left:27.0pt"><b>Instructions when adding directly from Analytics works:</b><o:p></o:p></p>
<p class="MsoNormal" style="margin-left:27.0pt"> <o:p></o:p></p>
<p class="MsoNormal" style="margin-left:27.0pt">Add Contents from File to Set -- From Analytics<o:p></o:p></p>
<p class="MsoNormal" style="margin-left:27.0pt">Analytic Folder: Seattle Colleges/Reports/Users<o:p></o:p></p>
<p class="MsoNormal" style="margin-left:27.0pt">Name: Users without blocks and without email address<o:p></o:p></p>
<p class="MsoNormal" style="margin-left:27.0pt"> <o:p></o:p></p>
<p class="MsoNormal" style="margin-left:27.0pt">Click<i> Save </i>button (Don't click
<i>Download report</i>)<o:p></o:p></p>
<p class="MsoNormal" style="margin-left:27.0pt"> <o:p></o:p></p>
<p class="MsoNormal" style="margin-left:27.0pt"> <o:p></o:p></p>
<p class="MsoNormal" style="margin-left:27.0pt"><img width="870" height="516" id="Picture_x0020_6" src="cid:image008.jpg@01D5118F.D3AFD890" alt="< Set Details
General Information
Set name
Description
Set content type
Private
Creation date
updated by
set ID
Users without email and without block 2018-06-01
User
C) No
Yes
06/01/2018 PM, PDT
Ex Libris
Set type
Status
Created by
Content Origin
Q Look-up or select
Itemized
Active
Ex Libris
Add Members to Set
C) Inactive
Cancel
Institution only
Add Contents from File to Set
Analytic Folder
C) From File From Analytics
Seattle Colleges/Reports/Users
Name
Users without blocks and without email address
Users without blocks and without email address (with
Download report
@ Ex Libris, a ProQuest
Company, 2018 "><o:p></o:p></p>
<p class="MsoNormal" style="margin-left:27.0pt"> <o:p></o:p></p>
<p class="MsoNormal" style="margin-left:27.0pt"> *****<o:p></o:p></p>
<p class="MsoNormal" style="margin-left:27.0pt"><b>Instructions when adding directly from Analytics *doesn't* work:</b><o:p></o:p></p>
<p class="MsoNormal" style="margin-left:27.0pt"> <o:p></o:p></p>
<p class="MsoNormal" style="margin-left:27.0pt">In Alma Analytics, check the report
<b>Users without blocks and without email address (with count)</b><o:p></o:p></p>
<p class="MsoNormal" style="margin-left:27.0pt"> <o:p></o:p></p>
<p class="MsoNormal" style="margin-left:27.0pt"><b>Export report as Excel file</b><o:p></o:p></p>
<p class="MsoNormal" style="margin-left:27.0pt"> <o:p></o:p></p>
<p class="MsoNormal" style="margin-left:27.0pt">Make a note of how many records there are (at the top of the Excel spreadsheet). Later, when you run the update job, check the number of user records Alma says it's going to change against the number from the
Analytics report.<o:p></o:p></p>
<p class="MsoNormal" style="margin-left:27.0pt"> <o:p></o:p></p>
<p class="MsoNormal" style="margin-left:27.0pt">Copy and paste <i>Primary Identifier</i> column into Notepad<o:p></o:p></p>
<p class="MsoNormal" style="margin-left:27.0pt">Enter <i>USERNAME</i> on top line of file and delete
<i>Primary Identifier</i><o:p></o:p></p>
<p class="MsoNormal" style="margin-left:27.0pt"><i>Save as *.txt file</i><o:p></o:p></p>
<p class="MsoNormal" style="margin-left:27.0pt"> <o:p></o:p></p>
<p class="MsoNormal" style="margin-left:27.0pt"><b>Import file as Itemized set</b><o:p></o:p></p>
<p class="MsoNormal" style="margin-left:27.0pt">Naming convention for set is: Users without email and without block YYYY-MM-DD<o:p></o:p></p>
<p class="MsoNormal" style="margin-left:27.0pt"> <o:p></o:p></p>
<p class="MsoNormal" style="margin-left:27.0pt"> <o:p></o:p></p>
<p class="MsoNormal" style="margin-left:27.0pt"><img width="1076" height="584" id="Picture_x0020_5" src="cid:image010.jpg@01D5118F.D3AFD890" alt="Set Details
General Information
Set name *
Description
Note
Set content type *
private
Creation date
Updated by
Set ID
Users without email and without block 2018-12-04
User
Yes
12/04/2018 PM, PST
Ex Libris
Add Members to Set
Active
Cancel
Save
Set type
Status
Created by
Content Origin
Itemized
O
Inactive
Ex Libris
Institution only
Add Contents from File to Set
>From File C)
>From Analytics
File
USERNAME
Users_without_email_and_with...
(6.61 KB)
Users_without_email_and_without_block_2018_1
The maximum file size is 10 Ma "><o:p></o:p></p>
<p class="MsoNormal" style="margin-left:27.0pt"> *****<o:p></o:p></p>
<p class="MsoNormal" style="margin-left:27.0pt"><o:p> </o:p></p>
<p class="MsoNormal" style="margin-left:27.0pt"><b>Run a Job</b><o:p></o:p></p>
<p class="MsoNormal" style="margin-left:27.0pt"> <o:p></o:p></p>
<p class="MsoNormal" style="margin-left:27.0pt"><i>Update/Notify Users</i><o:p></o:p></p>
<p class="MsoNormal" style="margin-left:27.0pt"> <o:p></o:p></p>
<p class="MsoNormal" style="margin-left:27.0pt">Task Parameters:<o:p></o:p></p>
<p class="MsoNormal" style="margin-left:27.0pt">Added/changed field: <i>Internal</i><o:p></o:p></p>
<p class="MsoNormal" style="margin-left:27.0pt">Add block type: <i>No email address on file…</i><o:p></o:p></p>
<p class="MsoNormal" style="margin-left:27.0pt"> <o:p></o:p></p>
<p class="MsoNormal" style="margin-left:27.0pt">Make sure you're selecting the<i> Internal </i>button on the<i> Added/changed field</i> line *NOT* the <i>Internal</i> button on the <i>Set account to</i> line. <o:p></o:p></p>
<p class="MsoNormal" style="margin-left:27.0pt"><span style="color:black"> <o:p></o:p></span></p>
<p class="MsoNormal" style="margin-left:27.0pt"><img width="750" height="160" id="Picture_x0020_4" src="cid:image011.png@01D5118F.D3AFD890"><o:p></o:p></p>
<p class="MsoNormal" style="margin-left:27.0pt"> <o:p></o:p></p>
<p class="MsoNormal" style="margin-left:27.0pt"><span style="font-size:9.0pt;color:#595959">You can hold the Ctrl key and press the the dash/hyphen key multiple times to reduce font size in Alma.
<o:p></o:p></span></p>
<p class="MsoNormal" style="margin-left:27.0pt"><span style="font-size:9.0pt;color:#595959">Do the same with Ctrl and the plus (+) key to increase font size in Alma. This trick works for most web pages, not just Alma.<o:p></o:p></span></p>
<p class="MsoNormal" style="margin-left:27.0pt"> <o:p></o:p></p>
<p class="MsoNormal" style="margin-left:27.0pt"><span style="font-size:9.0pt;color:#595959">Reduce the font size until the line with </span><i><span style="font-size:9.0pt;color:black">Added/changed field </span></i><span style="font-size:9.0pt;color:#595959">isn't
bleeding into the </span><i><span style="font-size:9.0pt;color:black">Set account to</span></i><span style="font-size:9.0pt;color:#595959"> line anymore.</span><span style="font-size:9.0pt"><o:p></o:p></span></p>
<p class="MsoNormal" style="margin-left:27.0pt"> <o:p></o:p></p>
<p class="MsoNormal" style="margin-left:27.0pt"><span style="font-size:9.0pt;color:#595959"> <o:p></o:p></span></p>
<p class="MsoNormal" style="margin-left:27.0pt"> <o:p></o:p></p>
<p class="MsoNormal" style="margin-left:27.0pt"><span style="font-size:9.0pt;color:#595959"> <o:p></o:p></span></p>
<p class="MsoNormal" style="margin-left:27.0pt"> <o:p></o:p></p>
<p class="MsoNormal" style="margin-left:27.0pt"> <o:p></o:p></p>
<p class="MsoNormal" style="margin-left:27.0pt"> <o:p></o:p></p>
<p class="MsoNormal" style="margin-left:27.0pt">Delete Itemized Set when done (or keep for a few days to check and make sure changes aren't being overwritten)<o:p></o:p></p>
<p class="MsoNormal" style="margin-left:27.0pt"> <o:p></o:p></p>
<p class="MsoNormal" style="margin-left:27.0pt"><span style="font-size:26.0pt;color:red">Delete *.txt and Excel files when done!!!!!<o:p></o:p></span></p>
<p class="MsoNormal" style="margin-left:27.0pt"> <o:p></o:p></p>
<p class="MsoNormal" style="margin-left:27.0pt"> <o:p></o:p></p>
<p class="MsoNormal" style="margin-left:27.0pt;text-indent:-.25in;mso-list:l4 level1 lfo6;vertical-align:middle">
<![if !supportLists]><span style="mso-list:Ignore">2.<span style="font:7.0pt "Times New Roman"">
</span></span><![endif]>Deactivate block for users with email addresses<o:p></o:p></p>
<p class="MsoNormal" style="margin-left:27.0pt"> <o:p></o:p></p>
<p class="MsoNormal" style="margin-left:27.0pt">Create Set: Users with NOEMAIL block and with email address YYYY-MM-DD<o:p></o:p></p>
<p class="MsoNormal" style="margin-left:27.0pt"> <o:p></o:p></p>
<p class="MsoNormal" style="margin-left:27.0pt">Add Set -- Itemized<o:p></o:p></p>
<p class="MsoNormal" style="margin-left:27.0pt"> <o:p></o:p></p>
<p class="MsoNormal" style="margin-left:27.0pt">Set Content Type: Users<o:p></o:p></p>
<p class="MsoNormal" style="margin-left:27.0pt"><span style="font-size:12.0pt;font-family:"Times New Roman",serif"> <o:p></o:p></span></p>
<p class="MsoNormal" style="margin-left:27.0pt"><b>Instructions when adding directly from Analytics works:</b><o:p></o:p></p>
<p class="MsoNormal" style="margin-left:27.0pt"> <o:p></o:p></p>
<p class="MsoNormal" style="margin-left:27.0pt">Add Contents from File to Set -- From Analytics<o:p></o:p></p>
<p class="MsoNormal" style="margin-left:27.0pt">Analytic Folder: Seattle Colleges/Reports/Users<o:p></o:p></p>
<p class="MsoNormal" style="margin-left:27.0pt">Name: Users with NOEMAIL block and with email address<o:p></o:p></p>
<p class="MsoNormal" style="margin-left:27.0pt"> <o:p></o:p></p>
<p class="MsoNormal" style="margin-left:27.0pt">Click<i> Save </i>button (Don't click
<i>Download report</i>)<o:p></o:p></p>
<p class="MsoNormal" style="margin-left:27.0pt"> <o:p></o:p></p>
<p class="MsoNormal" style="margin-left:27.0pt"> <o:p></o:p></p>
<p class="MsoNormal" style="margin-left:27.0pt"><img width="940" height="531" id="Picture_x0020_3" src="cid:image018.jpg@01D5118F.D3AFD890" alt="< Set Details
General Information
Set name
Description
Set content type
Private
Creation date
updated by
set ID
users with NOEMAIL block and with email address 2018-06-01
user
C) No
Yes
06/01/2018 PM, PDT
Ex Libris
Set type
Status
Created by
Content Origin
Itemized
Active
Ex Libris
Add Members to Set
C) Inactive
Cancel
Institution only
Add Contents from File to Set
Analytic Folder
C) From File From Analytics
Seattle Colleges/Reports/Users
Name
Q users with NOEMAIL
Users with NOEMAIL block and with email address
Users with NOEMAIL block and with email address (wit
Download report
@ Ex Libris, a ProQuest "><o:p></o:p></p>
<p class="MsoNormal" style="margin-left:27.0pt"> <o:p></o:p></p>
<p class="MsoNormal" style="margin-left:27.0pt">***** <o:p></o:p></p>
<p class="MsoNormal" style="margin-left:27.0pt"><b>Instructions when adding directly from Analytics *doesn't* work:</b><o:p></o:p></p>
<p class="MsoNormal" style="margin-left:27.0pt"> <o:p></o:p></p>
<p class="MsoNormal" style="margin-left:27.0pt">In Alma Analytics, check the report
<b>Users with NOEMAIL block and with email address (with count)</b><o:p></o:p></p>
<p class="MsoNormal" style="margin-left:27.0pt"> <o:p></o:p></p>
<p class="MsoNormal" style="margin-left:27.0pt"><b>Export report as Excel file</b><o:p></o:p></p>
<p class="MsoNormal" style="margin-left:27.0pt"> <o:p></o:p></p>
<p class="MsoNormal" style="margin-left:27.0pt">Make a note of how many records there are (at the top of the Excel spreadsheet). Later, when you run the update job, check the number of user records Alma says it's going to change against the number from the
Analytics report.<o:p></o:p></p>
<p class="MsoNormal" style="margin-left:27.0pt"> <o:p></o:p></p>
<p class="MsoNormal" style="margin-left:27.0pt">Copy and paste <i>Primary Identifier</i> column into Notepad<o:p></o:p></p>
<p class="MsoNormal" style="margin-left:27.0pt">Enter <i>USERNAME</i> on top line of file and delete
<i>Primary Identifier</i><o:p></o:p></p>
<p class="MsoNormal" style="margin-left:27.0pt"><i>Save as *.txt file</i><o:p></o:p></p>
<p class="MsoNormal" style="margin-left:27.0pt"> <o:p></o:p></p>
<p class="MsoNormal" style="margin-left:27.0pt"><b>Import file as Itemized set</b><o:p></o:p></p>
<p class="MsoNormal" style="margin-left:27.0pt">Naming convention for set is: Users with NOEMAIL block and with email address YYYY-MM-DD<o:p></o:p></p>
<p class="MsoNormal" style="margin-left:27.0pt"> <o:p></o:p></p>
<p class="MsoNormal" style="margin-left:27.0pt"> <o:p></o:p></p>
<p class="MsoNormal" style="margin-left:27.0pt"><img width="1273" height="686" id="Picture_x0020_2" src="cid:image019.jpg@01D5118F.D3AFD890" alt="Set Details
General Information
Set name *
Description
Note
Set content type *
private
Creation date
Updated by
Set ID
Users with NOEMAIL block and with email address 2018-12-04
User
Yes
12/04/2018 PM, PST
Ex Libris
Add Members to Set
Active
Cancel
Save
Set type
Status
Created by
Content Origin
Itemized
O
Inactive
Ex Libris
Institution only
Add Contents from File to Set
>From File C)
>From Analytics
File
USERNAME
(5.4 KB)
The maximum file size is 10 Ma "><o:p></o:p></p>
<p class="MsoNormal" style="margin-left:27.0pt"> <o:p></o:p></p>
<p class="MsoNormal" style="margin-left:27.0pt">*****<o:p></o:p></p>
<p class="MsoNormal" style="margin-left:27.0pt"><o:p> </o:p></p>
<p class="MsoNormal" style="margin-left:27.0pt"><b>Run a Job</b><o:p></o:p></p>
<p class="MsoNormal" style="margin-left:27.0pt"> <o:p></o:p></p>
<p class="MsoNormal" style="margin-left:27.0pt"><i>Update/Notify Users</i><o:p></o:p></p>
<p class="MsoNormal" style="margin-left:27.0pt"> <o:p></o:p></p>
<p class="MsoNormal" style="margin-left:27.0pt">Task Parameters:<o:p></o:p></p>
<p class="MsoNormal" style="margin-left:27.0pt">Added/changed field: <i>Internal</i><o:p></o:p></p>
<p class="MsoNormal" style="margin-left:27.0pt">Disable block type: <i>No email address on file…</i><o:p></o:p></p>
<p class="MsoNormal" style="margin-left:27.0pt"> <o:p></o:p></p>
<p class="MsoNormal" style="margin-left:27.0pt">Make sure you're selecting the<i> Internal </i>button on the<i> Added/changed field</i> line *NOT* the <i>Internal</i> button on the <i>Set account to</i> line. <o:p></o:p></p>
<p class="MsoNormal" style="margin-left:27.0pt"><span style="color:black"> <o:p></o:p></span></p>
<p class="MsoNormal" style="margin-left:27.0pt"><img width="750" height="160" id="Picture_x0020_1" src="cid:image023.png@01D5118F.D3AFD890"><o:p></o:p></p>
<p class="MsoNormal" style="margin-left:27.0pt"> <o:p></o:p></p>
<p class="MsoNormal" style="margin-left:27.0pt"><span style="font-size:9.0pt;color:#595959">You can hold the Ctrl key and press the the dash/hyphen key multiple times to reduce font size in Alma.
<o:p></o:p></span></p>
<p class="MsoNormal" style="margin-left:27.0pt"><span style="font-size:9.0pt;color:#595959">Do the same with Ctrl and the plus (+) key to increase font size in Alma. This trick works for most web pages, not just Alma.<o:p></o:p></span></p>
<p class="MsoNormal" style="margin-left:27.0pt"> <o:p></o:p></p>
<p class="MsoNormal" style="margin-left:27.0pt"><span style="font-size:9.0pt;color:#595959">Reduce the font size until the line with </span><i><span style="font-size:9.0pt;color:black">Added/changed field </span></i><span style="font-size:9.0pt;color:#595959">isn't
bleeding into the </span><i><span style="font-size:9.0pt;color:black">Set account to</span></i><span style="font-size:9.0pt;color:#595959"> line anymore.</span><span style="font-size:9.0pt"><o:p></o:p></span></p>
<p class="MsoNormal" style="margin-left:27.0pt"> <o:p></o:p></p>
<p class="MsoNormal" style="margin-left:27.0pt"> <o:p></o:p></p>
<p class="MsoNormal" style="margin-left:27.0pt">Delete Itemized Set when done (or keep for a few days to check and make sure changes aren't being overwritten)<o:p></o:p></p>
<p class="MsoNormal" style="margin-left:27.0pt"> <o:p></o:p></p>
<p class="MsoNormal" style="margin-left:27.0pt"> <o:p></o:p></p>
<p class="MsoNormal" style="margin-left:27.0pt"><span style="font-size:26.0pt;color:red">Delete *.txt and Excel files when done!!!!!<o:p></o:p></span></p>
<p class="MsoNormal" style="margin-left:27.0pt"> <o:p></o:p></p>
<p class="MsoNormal" style="margin-left:27.0pt"> <o:p></o:p></p>
<p class="MsoNormal" style="margin-left:27.0pt">Note: When the Block is set as an External field (bad, because it will be overwritten during daily loads), then
<i>BULK_UPDATE</i> appears in the <i>Block External ID </i>field in Alma Analytics.<o:p></o:p></p>
<p class="MsoNormal" style="margin-left:27.0pt">If the <i>Block External ID</i> field is blank, then the block has been created (correctly) as an internal note field. Remember there's a 1-day lag between Alma and Alma Analytics.<o:p></o:p></p>
<p class="MsoNormal"><b><span style="color:#1F497D"><o:p> </o:p></span></b></p>
<p class="MsoNormal"><span style="color:#1F497D"><o:p> </o:p></span></p>
<p class="MsoNormal"><b><span style="color:#1F497D">Instructions on how to add the email address:<o:p></o:p></span></b></p>
<p class="MsoNormal"><b><span style="color:#1F497D"><o:p> </o:p></span></b></p>
<p class="MsoNormal"><span style="color:#1F497D">You can steal ours:<o:p></o:p></span></p>
<p class="MsoNormal"><a href="https://scedu-my.sharepoint.com/:w:/g/personal/kirsti_thomas_seattlecolleges_edu/EYFqkdJwl8JFqNfDzEgkRBUBydgD7KRYeqtGRPNrV3VEVQ?e=OYOBP8">https://scedu-my.sharepoint.com/:w:/g/personal/kirsti_thomas_seattlecolleges_edu/EYFqkdJwl8JFqNfDzEgkRBUBydgD7KRYeqtGRPNrV3VEVQ?e=OYOBP8</a><o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal">Hope this helps!<o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal"><span style="color:#1F497D"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="color:#1F497D">Kirsti S. Thomas<o:p></o:p></span></p>
<p class="MsoNormal"><span style="color:#1F497D">Library Technical Service Manager<o:p></o:p></span></p>
<p class="MsoNormal"><span style="color:#1F497D">Seattle Colleges<o:p></o:p></span></p>
<p class="MsoNormal"><span style="color:#1F497D">kirsti.thomas@seattlecolleges.edu<o:p></o:p></span></p>
<p class="MsoNormal"><span style="color:#1F497D"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="color:#1F497D"><o:p> </o:p></span></p>
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