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ExLibrisGroup / alma-csv-user-load

Load users to Ex Libris Alma from CSV files
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Ability to set templates institution wide or share templates between users #19

Closed msrachellouise closed 3 years ago

msrachellouise commented 3 years ago

To save time, we would like to be able to set templates institution wide, rather than each user have to set their own templates

jweisman commented 3 years ago

Thanks for your suggestion. We will look into see if this is possible to implement.

seanpurcell commented 3 years ago

Agreed that being able to set templates institution-wide would a be great addition. At the NZ level would be even better!

Perhaps a lower hanging fruit might be to simply add the ability to export CSV profiles. This would allow for sharing the profile with other users so they could easily import/add it. We're hoping to use this for our 26 institution consortia to load their faculty and staff (student imports are already automated), and it's a bit of a harder sell if they each have to set up the CSV profile. :)

Thanks for implementing this @jweisman!

jweisman commented 3 years ago

An update on this issue- we have implemented the option to share profiles. It's waiting for the ability to download files from a Cloud App, which is available in the Alma June release. So here's a preview and we'll update next month.

https://user-images.githubusercontent.com/80420/115175925-ac59a880-a0d4-11eb-9aad-7a889dffeb54.mov

seanpurcell commented 3 years ago

Thanks @jweisman! This will be very helpful.

jweisman commented 3 years ago

This feature was released. Note that this features works best with the Alma June 2021 release, available currently on sandbox instances and on 7 June in production instances.

Thanks for your feedback. Feel free to comment here if you have any questions.