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Use Alma Analytics to create and save itemized sets for linking by location:

OCLS has prepared an two Analytics report reports that will allow libraries to create a file of MMS Ids that may be used to create itemized sets for linking. The report Report criteria retrieves: unlinked bibliographic records that contain an OCLC 035a OR an ISBN/ISSN and prompts for IZ location or resource type. Libraries may decide which approach might be easier to work with. (Future report criteria could include 024/028 for visual resources, but their use for matching requires further discussion.)

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  • Analytics > Design Analytics > Catalog > Shared Folders > 01OCLS_Network > OCLS Reports for Colleges > IZ/NZ Linking Set by Location (OCLS) OR IZ/NZ Linking Set by Resource Type (OCLS)

  • Copy the selected report(s) to your shared IZ Analytics folder

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  • Analytics > Design Analytics > Catalog >select the report IZ/NZ Linking Set by Location (OCLS) OR IZ/NZ Linking Set by Resource Type (OCLS) from the IZ folder in which you copied the report

  • Select Open

  • Select the location(s) or resource type(s), then OK. The report will run and produce a list of MMS Ids for the selected location(s).

  • To export the list of MMS Ids in Excel format, scroll to the bottom of the list of MMS Ids, select Export > Data > Excel > give a filenameSave. Open your Excel file to confirm that your downloaded file contains the column header MMS Id. Re-save your file.

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  • To check set members, go to Admin > Manage jobs and sets > Manage Sets. From the row actions list … select Members to survey your list of records for linking.

  • Create sets for all locations/resource types likely to contain unique IDs/matchpoints for linking.

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