Stephanie Roach
Created Sep 21, 2022Cloud Apps - Alma: Item Updater by Excel - Workflow with Exlibrisgroup
In this workflow I'll use the Alma Cloud App "Item Updater by Excel" to add an Internal Note 1 to an item record from an Excel spreadsheet. Other item fields can also be populated using the app by adding additional columns. Leaving a column cell empty (null value) will delete field data.
What to know: You must prepare an Excel file in advance that includes barcode or other identifier column in column A, and additional columns for any fields you wish to update. Column headers must match Alma physical item data parameters--for example, "Internal Note 1" = internal_note_1
For details and examples: https://developers.exlibrisgroup.com/alma/apis/docs/xsd/rest_item.xsd/?tags=PUT#item_data
I've created an itemized set of the two records I plan to add an internal note to. By viewing the item record for each member of the set, I can verify there is no internal note currently in the item record, and after I've updated item details with the Cloud App, I can verify that updates were made as expected.
For purposes of this demonstration, my set has two items only.
Click on "Configuration" to access the Configuration Menu
Click on "Back" to return to the Alma menu and exit the Configuration menu
Data should be on the first sheet in the Excel file. Column A should identify the record to be updated (barcode, for example). Additional columns should contain the data that should be updated in the record. For example, to add an "Internal Note 1" include a internal_note_1 column, as shown below.
