This is the preferred method for location changes. It will update only the items in your set. Note that if you change the location of the last item in a location, Alma will delete the associated holdings record. You can prevent this by attaching a dummy item record to the holdings or, for currently received serials, creating expected issues. The presence of a PO line will also retain a holdings record.
- Create spreadsheet with barcodes to update to a single location. Add header row “Barcode.”
- Open Admin Manage Sets in Alma. Select Public sets and Add an itemized set.
![Batch Holdings Update Screenshot 1](https://libapps.s3.amazonaws.com/accounts/15182/images/Batch_Holdings_1.png)
- Give the set a name.
- Set content type to Physical Items.
- Provide description for what the set is for.
- Add contents from file to set.
- Save.
![Batch Holdings Update Screenshot 2](https://libapps.s3.amazonaws.com/accounts/15182/images/Batch_Holdings_2.png)
- Return to Admin -> Manage sets -> Public sets. View members in the set and Confirm the number of items matches in the set and on the spreadsheet.
- Go to Admin -> Run a Job. Filter by type: Information Update. Select job Change Physical Items Information, then click Next.
![Batch Items 1](https://libapps.s3.amazonaws.com/accounts/15182/images/Batch_Items_1.png)
- Select set to run job on.
![Batch Items 2](https://libapps.s3.amazonaws.com/accounts/15182/images/Batch_Items_2.png)
- If this is a permanent transfer, check the box by Permanent Location and choose from the dropdown.
![Batch Items 3](https://libapps.s3.amazonaws.com/accounts/15182/images/Batch_Items_3.png)
- If this is temporary transfer, check the following two boxes:
- Set item temporary indication to: and select Yes
- Temporary Location, and choose from the dropdown
- If wanted, select a Due back date or other temporary options.
![Batch Items 4](https://libapps.s3.amazonaws.com/accounts/15182/images/Batch_Items_4.png)
- Click Next to review your changes
- When all is correct, Submit
- Admin ->Manage Sets to view updates.
- Delete set when job is complete.