Alma Sets and Jobs

Logical sets consist of the saved results of a search query - either a basic or advanced search. Creating a logical set allows you to re-run the same query for the current set of results without having to recreate the query.

Logical sets are used to:

• Periodically review records that currently meet the search criteria, including:
  • Materials missing a critical field due to human or vendor error, such as physical items without barcodes or bib records with the wrong material or resource type
  • Current materials that meet the needs of a faculty member or researcher
  • Orders being placed for a particular bequest or other not-easily-findable grouping
• Catch most of the records needed for a job. The set can then be itemized or exported and reviewed to create the final list for the job.

To create a logical set:

• Run either a basic or advanced search, then click on Save and Filter Query and add the set details, including a set name
• Choose Save to make the set, or Save and Filter to further refine the results with an indication rule 
• Go to Manage Sets, select the set and click on Create Logical Set, add the set details, and then run the query