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<p class="MsoNormal">I created a quick Primo analysis to allow anyone to review the number of saved items and queries by logged in users in their environment. It shows the number of items saved by year / month / user group.<o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal">All you need to do is open the analysis in your environment. It’s located in Primo Anaytics at:<o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal"><span style="color:black;background:#F9F9F9">/ shared / Primo Community / Reports / WACTCLC / Primo Saved Lists<o:p></o:p></span></p>
<p class="MsoNormal"><span style="color:black;background:#F9F9F9"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="color:black;background:#F9F9F9">Attached is an example from the GRC environment.<o:p></o:p></span></p>
<p class="MsoNormal"><span style="color:black;background:#F9F9F9"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="color:black;background:#F9F9F9">We can also talk about how to add a message inside of Primo warning users about the loss of saved items with the switch to ctcLink and the new ID #’s.<o:p></o:p></span></p>
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<p class="MsoNormal">Wade Guidry<o:p></o:p></p>
<p class="MsoNormal">Library Consortium Services Manager, WACTCLC<o:p></o:p></p>
<p class="MsoNormal"><a href="mailto:wadeg@bigbend.edu">wadeg@bigbend.edu</a><o:p></o:p></p>
<p class="MsoNormal">(509) 760-4474<o:p></o:p></p>
<p class="MsoNormal"><a href="http://www.wactclc.org/">http://www.wactclc.org</a><o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal"><a href="https://calendly.com/wactclcalmaprimo/">Schedule a meeting with me</a><o:p></o:p></p>
<p class="MsoNormal"><a href="https://bigbend.zoom.us/j/8763410457">My Zoom Instant Meeting Link</a><o:p></o:p></p>
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<p class="MsoNormal"><o:p> </o:p></p>
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<p class="MsoNormal"><b>From:</b> Wactclc-primo <wactclc-primo-bounces@lists.ctc.edu>
<b>On Behalf Of </b>Guidry, Wade<br>
<b>Sent:</b> Thursday, June 24, 2021 1:00 PM<br>
<b>To:</b> WACTCLC Primo discussions <wactclc-primo@lists.ctc.edu><br>
<b>Subject:</b> Re: [Wactclc-primo] importing saved title lists into Primo VE patron accounts?<o:p></o:p></p>
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<p class="MsoNormal"><b><span style="color:#A57D03">CAUTION:</span></b><span style="color:black"> Originated outside our network. Do not click links or open attachments unless you validate the sender.</span><o:p></o:p></p>
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<p class="MsoNormal">Correction, you do have some saved lists. I missed some Primo action items in the filter earlier. Update below.<o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal">GRC has about 3,000 saved eshelf items total, and about 1,000 of those saved while signed in (so user still has access). No way to match those to users, and no way to know how many of those users are still around. They appear to be mostly
done students (based on user group:<o:p></o:p></p>
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<p class="MsoNormal"><img border="0" width="642" height="337" style="width:6.6833in;height:3.5083in" id="Picture_x0020_3" src="cid:image005.jpg@01D76930.BD04E400"><o:p></o:p></p>
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<p class="MsoNormal">Wade Guidry<o:p></o:p></p>
<p class="MsoNormal">Library Consortium Services Manager, WACTCLC<o:p></o:p></p>
<p class="MsoNormal"><a href="mailto:wadeg@bigbend.edu">wadeg@bigbend.edu</a><o:p></o:p></p>
<p class="MsoNormal">(509) 760-4474<o:p></o:p></p>
<p class="MsoNormal"><a href="http://www.wactclc.org/">http://www.wactclc.org</a><o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal"><a href="https://calendly.com/wactclcalmaprimo/">Schedule a meeting with me</a><o:p></o:p></p>
<p class="MsoNormal"><a href="https://bigbend.zoom.us/j/8763410457">My Zoom Instant Meeting Link</a><o:p></o:p></p>
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<p class="MsoNormal"><b>From:</b> Wactclc-primo <<a href="mailto:wactclc-primo-bounces@lists.ctc.edu">wactclc-primo-bounces@lists.ctc.edu</a>>
<b>On Behalf Of </b>Guidry, Wade<br>
<b>Sent:</b> Thursday, June 24, 2021 12:44 PM<br>
<b>To:</b> WACTCLC Primo discussions <<a href="mailto:wactclc-primo@lists.ctc.edu">wactclc-primo@lists.ctc.edu</a>><br>
<b>Subject:</b> Re: [Wactclc-primo] importing saved title lists into Primo VE patron accounts?<o:p></o:p></p>
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<p class="MsoNormal"><b><span style="color:#A57D03">CAUTION:</span></b><span style="color:black"> Originated outside our network. Do not click links or open attachments unless you validate the sender.</span><o:p></o:p></p>
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<p class="MsoNormal">Jennifer,<o:p></o:p></p>
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<p class="MsoNormal">There isn’t a way to import favorites into Primo.<o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal">And there is no way to see which users have added favorites in their account.<o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal">However, in Primo analytics you *<b>can</b>* see the *<b>total</b>* number of items added to favorites in your environment.<o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal">At GRC, that # currently stands at 26. And if I’m interpreting the data correctly, no one has done so while signed in. If that’s correct, there are currently no saved item lists in Primo that anyone would want to migrate.<o:p></o:p></p>
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<p class="MsoNormal">I’m going to add a saved list in my account at GRC, and see if these numbers in analytics go up. Just to make sure I’m interpreting those numbers correctly.<o:p></o:p></p>
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<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal">Wade Guidry<o:p></o:p></p>
<p class="MsoNormal">Library Consortium Services Manager, WACTCLC<o:p></o:p></p>
<p class="MsoNormal"><a href="mailto:wadeg@bigbend.edu">wadeg@bigbend.edu</a><o:p></o:p></p>
<p class="MsoNormal">(509) 760-4474<o:p></o:p></p>
<p class="MsoNormal"><a href="http://www.wactclc.org/">http://www.wactclc.org</a><o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal"><a href="https://calendly.com/wactclcalmaprimo/">Schedule a meeting with me</a><o:p></o:p></p>
<p class="MsoNormal"><a href="https://bigbend.zoom.us/j/8763410457">My Zoom Instant Meeting Link</a><o:p></o:p></p>
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<p class="MsoNormal"><b>From:</b> Wactclc-primo <<a href="mailto:wactclc-primo-bounces@lists.ctc.edu">wactclc-primo-bounces@lists.ctc.edu</a>>
<b>On Behalf Of </b>Jennifer Rohan<br>
<b>Sent:</b> Thursday, June 24, 2021 10:46 AM<br>
<b>To:</b> <a href="mailto:wactclc-primo@lists.ctc.edu">wactclc-primo@lists.ctc.edu</a><br>
<b>Subject:</b> [Wactclc-primo] importing saved title lists into Primo VE patron accounts?<o:p></o:p></p>
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<p class="MsoNormal"><b><span style="color:#A57D03">CAUTION:</span></b><span style="color:black"> Originated outside our network. Do not click links or open attachments unless you validate the sender.</span><o:p></o:p></p>
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<p class="MsoNormal"><span style="font-size:12.0pt;color:black">This help page shows how to export saved searches in Primo VE<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:12.0pt;color:black"><a href="https://knowledge.exlibrisgroup.com/Primo/Product_Documentation/020Primo_VE/Primo_VE_(English)/150End_User_Help/10Saving_and_Managing_Records_in_Primo_VE">https://knowledge.exlibrisgroup.com/Primo/Product_Documentation/020Primo_VE/Primo_VE_(English)/150End_User_Help/10Saving_and_Managing_Records_in_Primo_VE</a><o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:12.0pt;color:black">… but it gives no indication that saves searches (exported to Excel, for example) can be imported back to Primo VE, nor do I see any buttons in Primo VE that would allow me to do so.<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:12.0pt;color:black"> <o:p></o:p></span></p>
<p class="MsoNormal"><b><span style="font-size:12.0pt;color:black">Does anyone know if this is possible? </span></b><span style="font-size:12.0pt;color:black"><o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:12.0pt;color:black"> <o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:12.0pt;color:black">The reason I ask is that when we move to ctcLink we will need to alert patrons to export their saved title lists because they will not transfer over. I was hoping that after the transition to
ctcLink patrons would be able to import those title lists back into their Primo VE account.<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:12.0pt;color:black"> <o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:12.0pt;color:black">Thank you for any insights you can give…especially those who have already transitioned to ctcLink.<o:p></o:p></span></p>
<p class="MsoNormal"><span style="color:black"><o:p> </o:p></span></p>
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<p class="MsoNormal"><span style="font-size:12.0pt;color:black">Jennifer Rohan<o:p></o:p></span></p>
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<p class="MsoNormal"><span style="font-size:12.0pt;color:black">Faculty Librarian<o:p></o:p></span></p>
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<p class="MsoNormal"><span style="font-size:12.0pt;color:black"><a href="https://www.greenriver.edu/campus/campus-resources/holman-library/" title="https://www.greenriver.edu/campus/campus-resources/holman-library/">Holman Library</a>, Green River College<o:p></o:p></span></p>
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<p class="MsoNormal"><span style="font-size:12.0pt;color:black">(253) 833-9111 Ext. 2102<o:p></o:p></span></p>
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<p class="MsoNormal"><span style="font-size:12.0pt;color:black"><a href="https://libguides.greenriver.edu/website/ask-a-librarian" title="https://libguides.greenriver.edu/website/ask-a-librarian">Chat with a Librarian 24/7</a><o:p></o:p></span></p>
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<p class="MsoNormal"><span style="font-size:12.0pt;color:black"><o:p> </o:p></span></p>
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