How to activate and use the Item updater by Excel cloud app
- Ex Libris Introduces Cloud Apps Open Framework
- The Ex Libris App Center
- Deploying Cloud Apps
- Announcing the Cloud Apps Open Framework for the Ex Libris Higher-Ed Platform (Video)
- Cloud Apps in Alma (Video)
The cloud apps is “an open framework which allows developers to write apps which run inside Ex Libris higher education products such as Alma, Primo VE backoffice, Esploro, Leganto and Rapido.” (Announcing Ex Libris Cloud Apps)
The Item updater by Excel cloud app enables the Alma staff user to change item information in bulk easily by uploading an Excel file.
The screenshots and flow below is effective as of the April 2022 Alma release.
On top right of the Alma landing page click the link to the Cloud App Center
In the “Available Apps” column find the Item updater by Excel cloud app and click it. You can find it by scrolling through the list or by using the search icon.
After clicking the app you can click the link to read more about it on the app center or click ‘Activate’. We will click ‘Activate’.
The app will then appear in the activated apps tab and clicking it will open it for use
See documentation on how to use the Item updater by Excel cloud app by clicking the three dots and then the question mark icon.
Reading the above you will see that there are two options for the “look up key” in the Excel file:
- The first column will be the barcode
- The first column will be the MMSID, the second column will be the Holding ID, and the third column will be the Item PID.
The options for other fields which will appear in the Excel to be updated in the Alma items appear in the rest_item.xsd file, for example, (in part):
In the example below we will update barcode AU42759 to have
- arrival_date 2018-01-19
- enumeration_a 01
- physical_material_type ISSUE
- description Vol. 01
- public_note Includes CD Rom
- copy_id 613
In a real situation there would be several lines in the Excel sheet. Here we are doing one line just as an example:
|AU42759||2018-01-19||1||ISSUE||Vol. 01||Includes CD Rom||613|
Select the file
When the file has been selected click “Load Items”
Results will appear on the screen
See that the item was updated
Via the information icon in the item editor we can see who the logged in user was that ran the cloud app that did the last update, and when that update was made: