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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.

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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