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

  • Product: Alma

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 MMS ID.  The same flow can be used for other values such as barcodes.

Note that the maximum number of values that can be included in a filter is 9,999.

Question:

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

Answer:
  1. Click filter for the MMS ID column.
  2. Click the binoculars icon (Search):
    CKS search.png
  3. Click the pencil icon (Edit):
    KCS edit.png
  4. Paste the list of MMS IDs into the box. Click OK to apply the filter:
    KCS paste.png
  5. The report is now filtered by the MMS IDs:
    KCS MMSIDs.png

 


  • Article last edited: 13-Apr-2020
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