Enable bulk updating of items from spreadsheet based on barcode
It would be very useful to be able to bulk edit item records from an uploaded spreadsheet of physical items in much the same way that portfolios can be updated via uploading a spreadsheet.
I'm particularly interested in being able to bulk change data in the Enum/Chron fields in serials. I imagine this might have to be coupled with a regenerate job.
Chris Blackman
shared this idea
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Dear all,
The CloudApp "Item updater by Excel" now allows uploading an Excel spreadsheet in order to bulk edit item information: https://developers.exlibrisgroup.com/appcenter/item-updater-by-excel/
For a detailed explanation on working with this app to bulk exit items, see: https://developers.exlibrisgroup.com/blog/how-to-activate-and-use-the-item-updater-by-excel-cloud-app/ -
Nichole Chisholm commented
This would be such a big help for serials cleanup!
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Anne Mitchell
commented
We use item internal notes to identify resources in common with our shared print repository, and we'd love to be able to populate the internal notes from a spreadsheet based on barcode or physical item ID.
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Jessica
commented
Oh my gosh, yes. All of our old volume/enumeration information was migrated into description. We'd like to be able to populate the Enum/Chron fields again either from the description field (so, in reverse) or in bulk via a spreadsheet.
We can export a Physical Item set to xls, which includes the MMSID's for the bib, holding, and item. We should be able to edit the information in that set and overlay it back over the existing records based upon those IDs (without creating new items).
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Katie Utschig, SWITCH Library Consortium
commented
I would like to see this built into the Resource Management Import Profiles. There is currently an Update Inventory Profile based on POL, but I think they could just as easily create one based on Item PID and make it possible to update all item data (apart from the MMS, Holding, and Item PID) via spreadsheet.
Then, we could define a set of items needing correction, use the Export Items Job to export the item fields in a csv, correct fields, and then reimport the items via an Excel spreadsheet matching on the Item PID.
This functionality would be similar to what you can now do with the Alma calendar.
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Steve Michaels commented
Our previous system (III/Sierra) was set up to use the volume field for both volume and copy information. This was mapped to the description field in Alma. We would love to fix this by segregating the copy information to the Copy ID field and the use the Description field for its intended purpose.
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David Morgan
commented
This would be extremely useful - we have several areas this could be useful for, including call numbers, enumeration and chronology, item descriptions.
One suggestion/request though - please don't restrict this to items records! would be useful for records of all types, and with various identifiers in addition to barcode (item id, mms id, holding id).
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Emelia Sutton
commented
Would love to see this for updating barcodes
