Knowledge Base

Sets in Alma are essentially lists. A set can consist of the following content types

• All titles
• Authorities
• Citations
• Collections
• Courses
• Digital files (not in use at CUNY)
• Digital titles (not in use at CUNY)
• Electronic collections
• Electronic portfolios
• Electronic titles
• PO lines
• Physical holdings
• Physical items
• Physical titles
• Reading lists
• Users
• Vendors

Every set must consist entirely of one content type. For instance, you can’t have a set of Electronic Titles and Physical Titles; these would have to be in separate sets.

1. Create a text file (.csv or .txt) or an Excel spreadsheet with a heading in the first row followed by your list, with one entry on each row. For instance, if you're creating a Physical items set, your file would have the word "Barcode" at the top followed by a list of barcodes. If you're creating a Users set, your file would have the phrase "PRIMARYIDENTIFIER" at the top followed by a list of EMPLIDs. See the table at the end for a list of accepted file headers.

2. Go to Admin > Manage Jobs and Sets > Manage Sets.

3. Click Create Itemized Set.

4. Enter information about the set.

a. Set name: think of a descriptive name that will make it clear to you and your colleagues what is in the set.

b. Description

c. Note

d. Set content type: choose a format that corresponds to your list. See the table below for more information.

e. Content Origin: set this to Institution only.

f. Private: uncheck the box if you want your colleagues to be able to view and use the set.

g. Active: uncheck the box if you don't want the set to be used in jobs.

5. Under "Add items to set," choose From File.

6. Drag a file to the box or click Upload a file.

7. Click Create.

You will be taken to the "Manage Sets" page. Refresh the results if you don't see your new set.