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    How to Use a List of Values from a CSV File as a Filter in Alma Analytics

    • Product: Alma
    • Product Version: February 2019
    • Relevant for Installation Type: Multi-Tenant Direct 

    Introduction:

    Often the institution will have a list of values, such as MMS IDs or barcodes, in a column of a csv file. The csv file may originate from a variety of sources, for example:

    • Exporting a set in Alma
    • The “Duplicate title analysis” job
    • A local application

    It is possible to use these values as a filter in Alma analytics.  In the case below we will use the MMSID.  The same flow can be used for other values such as barcodes.

    Question:

    What are the best steps to use a list of MMSIDs (or any other value) from a csv file as input in Alma Analytics?

    Answer:

    First, change the list of MMSIDs to be in one row separated by a semicolon.  Thus, for example, the following:

    How to use a list of MMSIDs onq.png

    Should change to:

    How to use a list of MMSIDs one should change.png

    Second, the actual changing of the file is beyond the scope of Alma, but if you are using Notepad ++ here is tip for an easy way to do it.

    Open the file with csv suffix in notepad ++ and do as follows:

    First

    Remove the first line which has text.

    Second

    Do a global replace choosing “Regular expression” and do not choose “matches newline” as follows:

    Change:

    ^([^,]*),

    Replace with:

    |||  (triple pipe, a value we will change to nothing in the next step)

    How to use a list of MMSIDs one ssecond.png

    Third

    Change the III (triple pipe) at the beginning to nothing

    Do a global replace choosing “Normal”

    Change:

    |||

    Replace with:

    (nothing)

    How to use a list of MMSIDs third.png

    Fourth

    Put semicolon at end.  Do Global Replace choosing Regular Expression.

    Change:

    ,.*$

    Replace with:

    ; (no space at end here)

    How to use a list of MMSIDs fourth.png

     

    Fifth

    Put all lines on same line

    Do a global replace choosing “extended”

    Change:

    \n

    Replace with:

    [Leave field blank]

    How to use a list of MMSIDs fifth.png

    Third, open an analytics report and do a filter on whatever field you “semicolon separated”.  In our case it is MMSID:

    How to use a list of MMSIDs third open.png

    Copy to your mouse the list of MMSIDs in the new format from the csv file (where they are separated by a semicolon).  Paste into the filter:

    How to use a list of MMSIDs third copy.png

    Fourth, the report is now filtered by the MMSID:

    How to use a list of MMSIDs fourth report.png

     

     

     

     

     

     


    • Article last edited: 08-Feb-2019
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