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    User Statistical Categories - how to upload information using a file?

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    • Product: Alma

    Question

    How to edit, add rows or delete "Statistical Categories" in: Configuration > User Management > User Details > Statistical Categories?

    Answer

    1. Attached is a sample file, or just use the "Export List" button at the top of the table, to the right.
    2. Edit the Excel file - add rows, or delete. The table will replace all existing content, so be sure to include all rows that are needed.
    3. Sort the table for any preferred order of rows.
    4. Use the "Import" button to load the new file.
    5. Save.

    Helpful note: If you get an error when attempting to load the file - check that the Filters are removed from the Excel file, before loading it.

     

    Additional Information

    For more information - click here for the Alma Online Help regarding "Configuring Statistical Categories for Analytics". 

    See also recommended Knowledge Article with clear steps: https://knowledge.exlibrisgroup.com/Alma/Knowledge_Articles/Statistical_categories_in_user_records_and_Analytics

     

    Attachement

    Attachment - attached here is the sample file.

    • Article last edited: 12-SEP-2022