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    Create User Set based on Analytics

    • Product: Alma

    Question

    How to create a User Set based on a report in Analytics? This can be used to change User Group, detect users based on their expiration date, etc.

    The User Set can later be used for multiple jobs such as - Purge User Records, Update/Notify Users, etc.

    Answer

    1. Create an Analytics report, in the Users Subject Area.

    For example, to retrieve patron expiration date, look at:
    -- User Details > Primary Identifier
    -- Role > Role Type = Patron
    -- Role > Expiry Date = as relevant
    -- Save the report.

    2. Export the results to Excel:
    -- Leave in only the first column (it needs to contain the user identifier definition.)
    -- Label the first cell with the identification key code defined by your configuration within User Identifier Type Code Table page (Administration > User Management > User Identifier Types).

    -- If you have retrieved the Primary Identifier as identifier for these users, label the first cell as: "USERNAME" .

    3. Create an itemized Users set:

    -- Click: Manage Sets (in: ADMINISTRATION > Manage Jobs and Sets > Manage Sets)

    -- Click: Add Set

    -- Click the "Itemized" label

    -- Name the set, decide if it is private, load the file, and then - Save (if you are just creating the set, do not click: Add Members to Set).

    Your set is ready to be used by an Alma job!

    Additional Information

    The Excel's first cell should be formatted as recommended in the article: User Set from File gives Validation Failure


    • Article last edited: 24-Apr-2017 

     

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