Sets are saved groups of records in Alma that can be used for:
There are two types of sets:
Logical sets consist of the saved results of a search query - either a basic or advanced search. Creating a logical set allows you to re-run the same query for the current set of results without having to recreate the query.
To create a logical set:
It's that easy!
Logical sets are used to:
Itemized sets are static lists of records, where each member of the set is added individually somehow.
To create an itemized set:
You can also create an itemized set from the results of a logical query - see the box below for more on this.
To see the members of a set:
Itemized sets are used for:
To itemize a logical set:
Itemizing a logical set is especially useful if you want to run a job on a set that will change a parameter that you used to find the records to add to the set - such as materials that did not have a note before the job and now do. Your logical set would be empty, if your search criteria included Is Empty for the note field. :) If you itemize the set before you run the job, you can easily see all the records affected by the set and review the changes that were made by the job.
Jobs are used to make batch changes or updates to records in Alma. They typically act on sets of records - either logical or itemized - and are managed under the Admin menu.
The ability to run jobs is tied to your user roles and permissions. If you go to Admin >> Run a Job, you will only see the jobs that you have permission to run. If you don't see a job that you need to do your work, please let your Alma manager or Institutional Lead know to update your permissions.
Running a job is very straightforward:
The biggest challenge is understanding the parameters that the job will change (and potential unintended consequences) and creating the set. Running the job itself is easy.
These jobs are particularly useful for Alma record management:
Here are some materials and videos on using Sets and Jobs