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ExLibrisGroup / alma-csv-user-load

Load users to Ex Libris Alma from CSV files
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Support updating users #7

Closed leahbokar closed 3 years ago

leahbokar commented 4 years ago

Hi Josh,

I have successfully loaded External users with Notes and Stat fields to Alma -- Profile and CSV input file are attached. patrons-file.zip

When I tried to reload the same file, I've got this error:

Parsing CSV file Failed: User with identifier aaa.bbb of type already exists. Failed: User with identifier ccc.nnn of type already exists. Finished

Thanks, Leah

jweisman commented 4 years ago

Hi Leah,

For now the CSV loader supports only loading new users. Do you have a requirement to support updating existing users?

leahbokar commented 4 years ago

Hi Josh,

Alma SIS profile updates existing users and creates new users if the match is not found. A match is based on any user ID including Primary ID.

Alma customers are loading users via SIS in "update" mode.

Thanks, Leah

jweisman commented 3 years ago

Hi @leahbokar & @olisgail. We have made some changes to support updating and deleting users. Please check out the docs and let us know how it works for you. Thanks.

mck1777 commented 3 years ago

Thanks for adding the update module. I have run into a glitch using it, however, and am looking for assistance. Per the instructions [https://github.com/jweisman/alma-csv-user-load/wiki/Alma-CSV-User-Load-Manual] I was trying to add a note to existing users. But I get an error when I use GENERAL as a note type, it will allow me to add LIBRARY. Below is my csv file that I used Primary Identifier,User Group,NoteType,Note 2121EWS102,Faculty,GENERAL,mck moved to faculty for test 2121EWS105,Active Duty,GENERAL,PCS to HMX I get the following error Parsing CSV file Failed: The parameter note_type is invalid. Received: GENERAL. Failed: The parameter note_type is invalid. Received: GENERAL. Finished

Thanks Maryclare

jweisman commented 3 years ago

Hi @mck1777 - thanks for your question. It looks like the correct type for general notes is 'POPUP'. We've updated the docs to reflect that. Let us know how that works for you.

mck1777 commented 3 years ago

Thanks. I got that to work. When I try to save an OTHER note that is suppose to be viewable in discovery I am failing. The note gets added, but not viewable.

I have attached an image of an account. The one that is OTHER type was loaded via the cloud app. viewable

We are trying to send notes to patrons via their accounts since we are still mostly remote.

If you could point me to the correct procedure to add a viewable note as a job or via this app I would appreciate it.

Thanks Maryclare

jweisman commented 3 years ago

Thanks for your comment. We can add the "visible to patron" indicator to the app. Can you open a new issue to request this? Thanks!

jweisman commented 3 years ago

Added in Version 1.1.0