Page Comparison

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• Create an Excel file of primary ids.
• First line must be USERNAME
• Then the list of ids.
• Example:

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• In Alma, create an itemized set based on the  Excel file.
• Admin -> Manage Sets -> Add Set -> Itemized
• 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.

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• 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

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• 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.

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• 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.
  
  

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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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