[Wactclc-primo] ctcLink transition - sets tied to primary ID or patron record

[Guidry, Wade]

Good question, Jennifer.

I didn’t know the answer, so I just tested.

If your Primary ID in Ama changes, you *do* lose access to the sets you have set to private, ie those in “My Sets”

So, yes, if you have sets marked as private that you need continued access to *you should change them to public sets*.




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/>

From: Wactclc-primo <wactclc-primo-bounces at lists.ctc.edu> On Behalf Of Jennifer Rohan
Sent: Monday, September 27, 2021 1:29 PM
To: WACTCLC Primo discussions <wactclc-primo at lists.ctc.edu>
Subject: [Wactclc-primo] ctcLink transition - sets tied to primary ID or patron record

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I’ve alerted our library staff to move any reports from individual “My Folder” locations in Alma Analytics to the institutional analytics folder before ctcLink transition because the Alma Analytics “my folder” is tied to the user’s primary ID in Alma which changes in ctcLink.

One of our staff asked if that affected Sets in Alma.  Would we need to move sets from the “My Sets” to “Public Sets” so they wouldn’t be lost in ctcLink transition?
I am unclear if sets are tied to primary ID (which would mean we would have to move them) or patron record (which doesn’t change, so I’m assuming we would not have to move them)

Anyone had experience with this or Wade, please wade in on the discussion (pardon the pun, though I’m sure you’ve heard that all your life! 😊 )

[cid:image001.png at 01D7B3B5.E469CB30]

Jennifer Rohan
Faculty Librarian
Holman Library<https://www.greenriver.edu/campus/campus-resources/holman-library/>, Green River College
253-931-6487
Chat with a Librarian 24/7<https://libguides.greenriver.edu/website/ask-a-librarian>

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