Emory University Libraries Alma Documentation

Collaborative repository of Emory University Libraries documentation with a focus on Ex Libris's Alma.

Documentation that is general enough to apply to any EUL library will be named by activity, e.g. Suppress a Bib Record; documentation that represents a library's specific, local practice will be preceded by the short name of the library, e.g. Woodruff - Gift Book Collections.

Preparing Shelving Quality Control

Open the Quality Control Template

From the UNIV BUS Quality Control Template widget, click "Open in a new window."

Open the Quality Control Template

Select the Date

Change "Loan Date" to the date for which you wish to create a Quality Control.

Select the Date

Export the List

Scroll to the bottom of the page and click "Export," then go to Excel > Excel 2007+.

Export the List

Delete Columns

Hold CTRL down and select columns B, C, and E. Then right click on one of the columns and choose Delete.

Delete Columns

Select Data

Select cell A5 then press CTRL+A to select the data.

Select Data

Add Filter

Open the Data tab and click "Filter."

Add Filter

Filter Full Name

Click the down arrow next to Full Name (column F) and limit the list to people who work in Stacks. Then press OK.

Filter Full Name

Filter OK to Search

Click the down arrow next to OK to Search (column G) and uncheck "DO NOT SEARCH."

Filter OK to Search

Sort by Check Call #

Click the down arrow next to Check Call # (column H) and select Sort A to Z.

Sort by Check Call #

Check Call #

Items are listed as "CHECK" to indicate their LC Classification Code and Number (which are needed for sorting) do not match the Full Call Number.

Check Call #

Fix Check Call #

Change the LC Classification Code and Number to match the Full Call Number.

Fix Check Call #

Sort by LC Classification Number

Click the down arrow next to LC Classification Number (column B) and select Sort Smallest to Largest.

Sort by LC Classification Number

Sort by LC Classification Code

Click the down arrow next to LC Classification Code (column A) and select Sort A to Z.

Sort by LC Classification Code

Copy Barcode and Call Number

Select the items in the fields "Barcode" and "Full Call Number" (columns D & E), then press CTRL+C to copy the data.

Copy Barcode and Call Number

Open Quality Control Template

Go to F:\Stacks\Stats\Quality Control\ and open the file called "ALMA Quality Control TEMPLATE."

Open Quality Control Template

Paste Barcode and Call Number

Right click cell C3 and click the "Paste as Text" symbol.

Paste Barcode and Call Number

Add Date

Add the date of the list (the loan date in step 2) to the date cell.

Add Date

Save File

Press CTRL+S to save the file at F:\Stacks\Stats\Quality Control\.

The file should be named QCYYYYMMDD where YYYYMMDD represent the date of the list (the loan date in step 2).

Save File

Print File

Press CTRL+P to print the file.

Print File

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