Managing Sets of Researchers

Relevant Ex Libris Documentation

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Creating a set of researchers

Last Updated: 2/20/2024, Devin Becker

  • Go to Admin > Manage Sets
  • Click on the “Create Itemized Set” button at the top (Logical sets will not work with this!!)
  • Name your set something like “CLASS_jamm” that indicates which department/org is being grouped
  • Change the content type to “Researchers”
  • Make the Set “public” by unclicking the “private” option

  • Then click Create

  • On the next screen, enter the affiliation you’re looking for in the Affiliation box above the table.
    • This is an auto-complete box, so once you see the department you’re looking for, select it.
    • The list below will limit down to those members associated with the department.
  • Double check that everyone who is there should be there.
    • If a department is missing someone, email Norm and ask him to add them.
    • If someone shouldn’t be in the department, also email Norm and ask him to remove them.
  • Select all members that are correctly associated (hopefully this is everyone!).
  • Click the Add Selected button at the top, and then click Save.
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