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

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):
   
3. Click the pencil icon (Edit):
   
4. Paste the list of MMS IDs into the box. Click OK to apply the filter:
   
5. The report is now filtered by the MMS IDs:
   

• Article last edited: 13-Apr-2020