This process allows you to create logical item sets useful for keeping track of your B&T holdings, items with on Loan, Lost or Missing statuses, or shelf lists of LC ranges.
Required Roles: Requests Operator, Cataloger, Catalog Manager, Catalog Administrator, Electronic/Digital Inventory Operator, or Repository Manager
Important:
In Alma, a logical set is a saved query, and is dynamic. Each time an item is added to the collection that fits the parameters of the query, it will be added to the logical set. If you export the set on different days, the items within the set may be different. The other type of set you can create in Alma is an itemized set, it is a static set, and it will only change if you add or remove items from it.
Create a Logical Set
1. In the Admin dropdown menu, click Manage Sets.
2. On the Manage Sets page, click Create Logical Set.
On the first Set Details page:
- Set Name: Mandatory
- Description: to give more details
- Notes: might be useful to add what the set is used for
- Set content type: Mandatory. If you want to just know about specific items on your shelf/on loan/lost/etc., choose Physical Items.
- Private: Uncheck Private if you want to share.
- Status: Leave Active checked.
- Everything after Status is generated by the system.
Click Create.
In next screen, click Advanced button to do an advanced search.
Boolean operators apply, and in the first drop-down menu, you can choose from 3 different factors. Each factor contains choices of limiters:
- Title: Limiters include information included in the bibliographic record.
- Holdings: Information from the holding record
- Physical Item: Information from the Item record, including Item Description, Current Location, and Process Type (where you should find Lost and Missing)
Once you have made your search parameters, click Search.
Click Done to save the logical set.
