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    4. How to change the Alma User Record Type from Public to Staff

    How to change the Alma User Record Type from Public to Staff

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    1. Description
    2. How to change user records from one record type to another (e.g. from Public to Staff)?
    3. Resolution Please refer to the instructions below for using an API to make this change.
    4. Additional Information
    • Product: Alma

     

    Description

    How to change user records from one record type to another (e.g. from Public to Staff)?

    Resolution
    Please refer to the instructions below for using an API to make this change.

    1. User "Marie, Muller" (User ID = mamu) has record type = Staff

    clipboard_e8692705cc575216f42534dd28a0b7751.png

    NOTE that if you experience issues with the console, you can use POSTMAN or another API PLATFORM

    2. Open the Developers page, API console and login

    https://developers.exlibrisgroup.com/console/

    Select > Alma > Users and Fulfillment > Users and "Get user details"

    3. Tick the button "Try it out" and add the user identifier, then "Execute"
    clipboard_e1ff0c63238385ead9e0f977944c74059.png

    This is the result

    clipboard_eea31a43e4f3ec7331c187805a3d92e20.png

    4. Copy the user object XML to Notepad++ and change the record_type to PUBLIC.

     <record_type desc="Public">PUBLIC</record_type>

     

    5. Select the "Update User Details" option and tick "Try it out" and add the User ID as well as the XML copied from Notepad++ to "Request body", then "Execute"

    clipboard_ebc3db81add8151e7e0d5107092724a53.png

     

    The user now has Record Type = Public

    clipboard_e69a3a3a9304fa05d8ea772b61f627704.png

    Additional Information

    For more information see Users and Fulfillment APIs

     

    It should also be possible to update the users through the "Users" (SIS) Integration Profile:

    1. Make sure that the SYNCHRONIZE section has "Record Type" with the preferred information (Staff, or Public).
    2. Include the preferred Record Type in the XML:

    <record_type>STAFF</record_type>

    Or,

    <record_type>PUBLIC</record_type>

     

     

     

     


    • Article last edited: 19-Oct-2023
    View article in the Exlibris Knowledge Center
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