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- In Alma, create an itemized set based on the Excel file.
- Admin -> Manage Sets -> Add Set -> Itemized
- Name the set
- Set content type: User
- Add contexts from File to Set: From File
- Click on the little icon to the right of the File box and locate the excel file containing the user ids.
- Double click on the file name.
- Save
- Monitor Jobs -> History
- Refresh until the job is completed.
- View Report to make sure members were added the members to the set.
- Proceed to Part B.
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- Next
- Click the circle next to the set of users you created in Part IA
- Next
- Click on the box next to the field you want to update, ex. Add note
- Use drop down/conditions/fill in fields as applicable, ex. note text.
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