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Table of Contents

Planning a Job

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In the Ex Libris documentation, there is an extensive table of jobs and their parameters, which include any notes or warnings about what those jobs will do and how Alma will treat records after the job is run. Read through this list carefully for any job you want to run and make sure you understand the ramifications. There are additional notes about the effects of running jobs scattered elsewhere in the documentation; make sure you find and understand them before running the job. [Go to EL Knowledge Center page: https://knowledge.exlibrisgroup.com/Alma/Product_Documentation/010Alma_Online_Help_(English)/050Administration/070Managing_Jobs/020Running_Manual_Jobs_on_Defined_Sets#Manual_Jobs_and_Their_Relevant_Parameters]At Harvard, only some of these jobs have been rolled out for staff use. If there are jobs you require that are not included in the current list of LTS-approved jobs, let us know by sending a ticket to the Alma Support Center. 

Only some jobs can be undone, and even then, the undo isn’t always perfect. We’ll come back to this in the troubleshooting section.

Job Parameters and Considerations for Currently-Approved Jobs

Child pages (Children Display)pageCurrent LTS-Approved Manual Jobs That May Be Run By Designated Staff Members

Create the Set

Once you understand the job you want to run, decide how to assemble the set you’re going to run it on. Most of the manual jobs in use at Harvard require a set of records to act on, so you need to create the set before you can run the job. All of the pre-work that’s a good idea for creating a set – determining the content type, the conditions for including records in a set, the search criteria and terms, etc. – is even more important if you’re going to run a job on it. Read more on creating and using sets.

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