Sets are collections of records in Alma. They do not have a size limit. You can create sets of repository bibliographic records, PO lines, user accounts, or sets of items that have a particular loan status. Once a set is created, you can use the set and perform batch updates using automated processes.
There are two types of sets:
Sets can be accessed under the Admin > Manage Sets & Jobs > Manage Sets; there are three possible views of sets:
You can save your search queries in Alma by creating logical sets (repopulated dynamically every time you re-run the query).
You can EITHER save your query to sets by clicking Save Query button and adding a General Description of your new set
OR create a Logical Set from the Manage Sets page.
To create an itemized search set:
To view members of a set:
To remove members of a set:
To add members to a set:
To cover a logical set to an itemized set:
Combine sets option allows you to combine the results of two same content type sets into 1 itemized set. To do that:
“Filter set” allows you to apply a condition to the set to refine the items in the set. For example, you could choose to apply a filter to the set that would only include the records that had more than one 245 field.
Note: The filter rule should not be used if more than 50% of the set is filtered out and the set has more than 10,000 members. When you exceed these conditions, the job runs very slowly. Any members that can be removed by the set definition should be done there and not in the filter rule.
To filter a set:
For instructions on how to write indication rules, please visit the Ex Libris documentation on Working with Indication Rules.