Creating Sets

Creating Sets

Use a set of records to run jobs against the records contained in the set. For example, deleting records in batch or making changes to holding or item records.
Search for holding or item records via the search bar or advanced search. Use physical titles or physical items search only. An all titles search does NOT enable the update records via the batch job functionality.  
Select the Save and Filer Query button to save the list of records. 

Enter a name for the set. You are strongly encouraged to start every set title with your initials, followed by a short title. Following this naming convention will make finding and management of sets easier. After entering a Set Name and description or note, if needed.  

A private set can only be viewed with the login under which the set was created. To make a set public, set the private toggle to no. 

Make sure the status is active and click save. 

Logical Sets – opening the set, the search query is re-run, and the set updates, i.e., the records within the set will change. 

Itemize Sets – the records within an itemized set are static. 

To ensure that any changes can be reversible, change a logical set to an itemized set. 
Admin -> Manage Sets -> Choose the All Sets tab -> in the search box, search for the set name. From the ellipses next to the set, choose Itemize -> on the next screen click submit and confirm. 
In order to have the option to reverse changes to records itemize the set. 

To make changes to records in the batch please see Update Records using Batch Jobs documentation. 

    • Related Articles

    • Updating Records using Sets and Batch Jobs

      Please see “Create Set” documentation for creating a set of records to perform batch changes. The selection of jobs displayed depends on user roles.  From the Admin menu -> Run a Job. See the list of jobs available to you. Search for jobs by entering ...
    • Creating a Form Based Indication Rule

      Indication Rules in Alma can assist you in finding specific MARC fields and data in those fields. Use the indication rule to filter a set of records by the indication rule parameter. 1. Creating form based indication rule From the Resources menu, ...
    • Creating an Import Profile matching on POL

      The import profile updates the barcode and item policy if needed in Alma. Please note that the import profile does not update the location created at the time of the order.   1. Creating the Import Profile From the Resources menu, -> choose to Manage ...
    • Creating an eGovernment Document Scope

      The PALS office loads electronic government documents to the Network Zone. To retrieve the records in Primo, create a local resource type and electronic government documents scope. The electronic government documents bibliographic records include ...
    • Update Item Notes

      Adding contents to note fields in Alma using an Alma set and the Change Physical Item job. Create Set Conduct a physical title or physical item search in Alma to retrieve records Click on Save Query Enter a Set Name, Description, and Note Click on ...