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Step-by-step guide

  1. Steps to create a User Set, much like a creating a set for e-collections or a grouping of bib records this is a set of Users available in Alma.  This is helpful if there is a need for setting up users for a module in Alma, such as Trials.  If you were setting up a User Set for Trials, Go to Manage Sets > Add Set > Logical >Name the Set > Set Content Type=User > Click Next > Choose Role=Trial Participant > Save set.  *Each user will need the Role=Trial Participant before the Set can be created.
  3. This document is an example from Ex Libris not specific to Trials but the steps are similar. 




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