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LIS Alma/PrimoVE Internal Guide: Batch withdrawing items

Batch withdrawing items

Use this workflow to batch withdraw a file of barcodes by running a job on an itemized set.

Create a text file of barcodes that you want to delete. Give the list a header of “BARCODE”.

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Alternatively, create a spreadsheet of barcodes with BARCODE in cell A1.

Go to Admin—Manage Sets 

Select Add Set—Itemized 

Name your set

  • Optional: Add a description or note

Set the content type to Physical Items 

Set Private=Yes

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Set Status=Active

Set Content Origin=Institution only

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Under Add Contents from File to Set 

  • Select “From File”
  • Add your file by selecting the folder icon

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Select Save 

You will be taken to the Manage Sets page 

Select Admin—Run a Job 

Search by Name for the “Withdraw items” job

Select the Withdraw items job 

Select Next 

*If you don’t see your set, search for your set from the Name search on the Run a Job – Select Set page 

Select your set and select Next 

Select the following task parameters:

  • “Delete holdings; delete bibliographic records that have no other holdings” 
  • “Do not withdraw items with active requests”
  • “Do not withdraw items with non-active requests in the queue”
  • “Do not withdraw items with work orders”

Select Next 

Review and Confirm your job 

Select Submit 

Confirm your job 

You will be taken to the Monitor Jobs page 

Refresh the page to see your job status 

*I have found that the Refresh action doesn’t always seem to work. If you think your job should be finished, go to the History tab and search for your job name.

If your job completed successfully, it will have a status with a green checkmark. You are finished. If your job did not complete successfully, continue with the next steps.

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Other jobs statuses include:

  • Aborted by System – Canceled by the system.
  • Aborted by User – Canceled by the user.
  • Completed successfully – The job was processed successfully.
  • Completed with errors – The job was not processed completely due to a technical problem. The job may have been partially processed. If the number of errors is below a certain threshold (which is different for each job), the job ends as Completed with warnings.
  • Completed with no bulks – The job completed successfully; however, no relevant records were found.
  • Completed with Warnings – The job completed successfully, but produced warnings. If the number of errors is above a certain threshold (which is different for each job), the job ends as Completed with errors.
  • Failed – The job failed to run.

If your job completes with errors or warnings, export the job report.

  • From the ellipses to the right of the status, select Report.
  • Export your report to Excel by selecting the export icon on the bottom right side of the page under Report Table.
    • If there are no errors or warnings, there will not be an option to export a job report.

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Give the report to the Cataloging Supervisor.