[Wactclc-primo] [EXTERNAL*]-Re: ctcLink transition - sets tied to primary ID or patron record

Tue Sep 28 11:37:41 PDT 2021

Hi Jennifer:

I don’t know the answer to #2, but the answer to #1 is you go to Admin|Manage Sets| and then you can see the tabs at the top for My Sets, Public Sets and All Sets:

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Elena Bianco, Systems & Technical Services Librarian
Skagit Valley College
2405 E. College Way
Mount Vernon, WA 98273
(360)416-7624

From: Wactclc-primo <wactclc-primo-bounces at lists.ctc.edu> On Behalf Of Jennifer Rohan
Sent: Tuesday, September 28, 2021 11:02 AM
To: WACTCLC Primo discussions <wactclc-primo at lists.ctc.edu>
Subject: [EXTERNAL*]-Re: [Wactclc-primo] ctcLink transition - sets tied to primary ID or patron record

Wade,

1. Is there an easy way to identify which Alma sets are private (rather than clicking on each set to determine this).  When I export the sets as an Excel spreadsheet the private/not private indication is not a field that appears.

2. Is there a way to get a list from ExLibris as to what in Alma/Prim is tied to the primary ID (so that when the primary ID changes, which specific pieces of data are affected and will be lost)?  So far I know of these pieces:

  *   Analytics individual folders
  *   Private sets
  *   User saved record and saved searches in their library account
  *   are there others…?

~thanks

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>

From: Wactclc-primo <wactclc-primo-bounces at lists.ctc.edu<mailto:wactclc-primo-bounces at lists.ctc.edu>> On Behalf Of Jennifer Rohan
Sent: Monday, September 27, 2021 5:06 PM
To: WACTCLC Primo discussions <wactclc-primo at lists.ctc.edu<mailto:wactclc-primo at lists.ctc.edu>>
Subject: Re: [Wactclc-primo] ctcLink transition - sets tied to primary ID or patron record

CAUTION: This email originated from outside of Green River College. Please do not click any links or open attachments unless you know the sender and know the information is safe. Even if you know the sender, if the request or information seems unusual please check with the sender first before clicking a link or opening the attachment. If you are unsure, contact the IT Help Desk at x2222 or email ithelpdesk at greenriver.edu<mailto:ithelpdesk at greenriver.edu>.

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Thanks much for confirming, Wade!

Is there a way to get a list from ExLibris as to what in Alma/Prim is tied to the primary ID (so that when the primary ID changes, which specific pieces of data are affected and will be lost)?  So far I know of these pieces:

  *   Analytics individual folders
  *   Private sets
  *   User saved record and saved searches in their library account
  *   are there others…?

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://nam12.safelinks.protection.outlook.com/?url=https%3A%2F%2Flibguides.greenriver.edu%2Fwebsite%2Fask-a-librarian&data=04%7C01%7Cjrohan%40greenriver.edu%7C7d3b113537d744fa9dec08d98213ba19%7Cfa40663e972749789bce776cf824bca5%7C0%7C0%7C637683843521960706%7CUnknown%7CTWFpbGZsb3d8eyJWIjoiMC4wLjAwMDAiLCJQIjoiV2luMzIiLCJBTiI6Ik1haWwiLCJXVCI6Mn0%3D%7C1000&sdata=itVlchS3l1ZtIlQoUI5aAPcadksktVrTez7xj5eXdz8%3D&reserved=0>

From: Wactclc-primo <wactclc-primo-bounces at lists.ctc.edu<mailto:wactclc-primo-bounces at lists.ctc.edu>> On Behalf Of Guidry, Wade
Sent: Monday, September 27, 2021 3:43 PM
To: WACTCLC Primo discussions <wactclc-primo at lists.ctc.edu<mailto:wactclc-primo at lists.ctc.edu>>
Subject: Re: [Wactclc-primo] ctcLink transition - sets tied to primary ID or patron record

CAUTION: This email originated from outside of Green River College. Please do not click any links or open attachments unless you know the sender and know the information is safe. Even if you know the sender, if the request or information seems unusual please check with the sender first before clicking a link or opening the attachment. If you are unsure, contact the IT Help Desk at x2222 or email ithelpdesk at greenriver.edu<mailto:ithelpdesk at greenriver.edu>.

Please do not give out or enter your Green River email, network login, password information on non-Green River websites.
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<https://nam12.safelinks.protection.outlook.com/?url=http%3A%2F%2Fwww.wactclc.org%2F&data=04%7C01%7Cjrohan%40greenriver.edu%7C7d3b113537d744fa9dec08d98213ba19%7Cfa40663e972749789bce776cf824bca5%7C0%7C0%7C637683843521970703%7CUnknown%7CTWFpbGZsb3d8eyJWIjoiMC4wLjAwMDAiLCJQIjoiV2luMzIiLCJBTiI6Ik1haWwiLCJXVCI6Mn0%3D%7C1000&sdata=n7%2Bn1B0nCWGe8UyX52dR%2BTmtBze8GOamO%2FS9KXUr%2B10%3D&reserved=0>

From: Wactclc-primo <wactclc-primo-bounces at lists.ctc.edu<mailto: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<mailto:wactclc-primo at lists.ctc.edu>>
Subject: [Wactclc-primo] ctcLink transition - sets tied to primary ID or patron record

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

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! 😊 )

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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://nam12.safelinks.protection.outlook.com/?url=https%3A%2F%2Flibguides.greenriver.edu%2Fwebsite%2Fask-a-librarian&data=04%7C01%7Cjrohan%40greenriver.edu%7C7d3b113537d744fa9dec08d98213ba19%7Cfa40663e972749789bce776cf824bca5%7C0%7C0%7C637683843521970703%7CUnknown%7CTWFpbGZsb3d8eyJWIjoiMC4wLjAwMDAiLCJQIjoiV2luMzIiLCJBTiI6Ik1haWwiLCJXVCI6Mn0%3D%7C1000&sdata=NRNlTqsBLR1Hq4udGEp9mZD4MPW6XDFHO8%2BpoANIuwE%3D&reserved=0>

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