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New -> Analysis
Subject area: User
Criteria:
Results:
- Change column header
- In Criteria, click on the little arrow next to Primary Identifier and select Column Properties.
- Go to the Column Format tab.
- Click “Custom Headings” and override primary identifier with USERNAME.
- Click OK
- Click the save icon to save and name the analysis for use in Alma.
- In Alma, create an itemized set based on analysis.
- Admin -> Manage Sets -> Add Set -> Itemized
- Name the set
- Set content type: User
- Add contexts from File to Set: From Analytics
- Analytic Folder/Name: Select the analysis containing the user ids.
- Save.
- Monitor Jobs -> History
- Refresh until the job is completed.
- View Report to make sure members were added the members to the set.
- Proceed to Part B
Option 2: Create an excel file of users and create set.
- Create an Excel file of primary ids.
- First line must be USERNAME
- Then the list of ids.
- Example:
- In Alma, create an itemized set based on the Excel file.
- Admin -> Manage Sets -> Add Set -> Itemized
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- Name the set
- Set content type: User
- Add contexts from File to Set: From File
- Click on the little icon to the right of the File box and locate the excel file containing the user ids.
- Double click on the file name.
- Save
- Monitor Jobs -> History
- Refresh until the job is completed.
- View Report to make sure members were added the members to the set.
- Proceed to Part B.
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- In Alma: Admin -> Run a Job
- Click the circle next to Update/Notify Users
- Next
- Click the circle next to the set of users you created in Part IA
- Next
- Click on the box next to the field you want to update, ex. Add note
- Use drop down/conditions/fill in fields as applicable, ex. note text.
- Next
- Submit
- Confirm
- Admin -> Monitor Jobs -> History
- Refresh until the job is completed.
- Hopefully the status is “Completed Successfully”.
- Click on ‘…’ and select Report to view results.
Note:
Corey from Channel Islands pointed out that the results for what headers show to you in that error screen below (or what headers are allowed/expected) will vary from local site to site. I think USERNAME works for everyone but they might see a slightly different list of allowable headers.
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