[Wactclc-primo] importing saved title lists into Primo VE patron accounts?

Thu Jun 24 19:39:43 PDT 2021

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.

All you need to do is open the analysis in your environment. It's located in Primo Anaytics at:

/ shared / Primo Community / Reports / WACTCLC / Primo Saved Lists

Attached is an example from the GRC environment.

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.

Wade Guidry
Library Consortium Services Manager, WACTCLC
wadeg at bigbend.edu<mailto:wadeg at bigbend.edu>
(509) 760-4474
http://www.wactclc.org<http://www.wactclc.org/>

Schedule a meeting with me<https://calendly.com/wactclcalmaprimo/>
My Zoom Instant Meeting Link<https://bigbend.zoom.us/j/8763410457>

From: Wactclc-primo <wactclc-primo-bounces at lists.ctc.edu> On Behalf Of Guidry, Wade
Sent: Thursday, June 24, 2021 1:00 PM
To: WACTCLC Primo discussions <wactclc-primo at lists.ctc.edu>
Subject: Re: [Wactclc-primo] importing saved title lists into Primo VE patron accounts?

CAUTION: Originated outside our network. Do not click links or open attachments unless you validate the sender.

Correction, you do have some saved lists. I missed some Primo action items in the filter earlier. Update below.

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:

[cid:image005.jpg at 01D76930.BD04E400]

Wade Guidry
Library Consortium Services Manager, WACTCLC
wadeg at bigbend.edu<mailto:wadeg at bigbend.edu>
(509) 760-4474
http://www.wactclc.org<http://www.wactclc.org/>

Schedule a meeting with me<https://calendly.com/wactclcalmaprimo/>
My Zoom Instant Meeting Link<https://bigbend.zoom.us/j/8763410457>

From: Wactclc-primo <wactclc-primo-bounces at lists.ctc.edu<mailto:wactclc-primo-bounces at lists.ctc.edu>> On Behalf Of Guidry, Wade
Sent: Thursday, June 24, 2021 12:44 PM
To: WACTCLC Primo discussions <wactclc-primo at lists.ctc.edu<mailto:wactclc-primo at lists.ctc.edu>>
Subject: Re: [Wactclc-primo] importing saved title lists into Primo VE patron accounts?

CAUTION: Originated outside our network. Do not click links or open attachments unless you validate the sender.

Jennifer,

There isn't a way to import favorites into Primo.

And there is no way to see which users have added favorites in their account.

However, in Primo analytics you *can* see the *total* number of items added to favorites in your environment.

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.

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.

[cid:image006.jpg at 01D76930.BD04E400]

Wade Guidry
Library Consortium Services Manager, WACTCLC
wadeg at bigbend.edu<mailto:wadeg at bigbend.edu>
(509) 760-4474
http://www.wactclc.org<http://www.wactclc.org/>

Schedule a meeting with me<https://calendly.com/wactclcalmaprimo/>
My Zoom Instant Meeting Link<https://bigbend.zoom.us/j/8763410457>

From: Wactclc-primo <wactclc-primo-bounces at lists.ctc.edu<mailto:wactclc-primo-bounces at lists.ctc.edu>> On Behalf Of Jennifer Rohan
Sent: Thursday, June 24, 2021 10:46 AM
To: wactclc-primo at lists.ctc.edu<mailto:wactclc-primo at lists.ctc.edu>
Subject: [Wactclc-primo] importing saved title lists into Primo VE patron accounts?

CAUTION: Originated outside our network. Do not click links or open attachments unless you validate the sender.

This help page shows how to export saved searches 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
... 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.

Does anyone know if this is possible?

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.

Thank you for any insights you can give...especially those who have already transitioned to ctcLink.

Jennifer Rohan
Faculty Librarian
Holman Library<https://www.greenriver.edu/campus/campus-resources/holman-library/>, Green River College
(253) 833-9111 Ext. 2102
Chat with a Librarian 24/7<https://libguides.greenriver.edu/website/ask-a-librarian>

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