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- Staff member reads Jobs & Batch Processes Overview and Required Readings, or, for Import Profiles, start at Import Profiles
- Staff member reads the job-specific documentation for the job they want to run: Current LTS-Approved Manual Jobs That May Be Run By Designated Staff Members
- For any of the import profiles, make sure to read the main Import Profiles page, and the page specific to the type of profile you want to run
- Staff member sends LTS Support Ticket expressing interest in a specific job
- LTS systems Librarian adds permission to Sandbox
- Staff member performs test on Sandbox and updates ticket with job info for LTS review
- LTS systems Librarian reviews test results on Sandbox, signs off on production use of this particular job and adds staff member to list below. Closes ticket.
- If new Alma role is needed for staff member's login, staff member asks their Alma liaison to update form and submit to LTS. LTS Support Team will update production permissions.
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| Scope | Job name | Staff name (unit) | ||||||
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| Items | Change physical items |
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 Batch item withdrawals |
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| Work orders | Batch create work orders |
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| Import profiles | Creating new profiles (Physical) |
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| Creating new profiles (Electronic) |
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| Upload single record from file | (Anyone with import permissions may run this) | |||||||
Staff import profiles - Bibs, Hols, Items (multiple formats) |
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| Staff import profiles - Bibs, Hols, Items + ORDERS |
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| Staff new item, old/new holding - multiple formats (CSV) |
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| Middle East LoC Acquisitions Profiles |
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| Judaica Digital Projects |
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| HUA Profiles |
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| UpdInv-RHONDA (managed by ITS) |
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| (Use of local authority records to update Authorized Access Points) |
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STAFF WITH APPROVAL TO WRITE NEW RULES
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STAFF WITH APPROVAL TO RUN EXISTING RULES
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| Delete Bibliographic records (for CZ/IZ issue) |
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| Suppress bibliographic record |
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| Holding changes (remember the important info regarding the type of input file) |
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| Delete holdings without items (WID only) |
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| PO Lines | Update PO lines information (NOT Update PO lines information - advanced) Change PO lines status Update PO lines workflow |
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| Update PO lines transactions |
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| Update PO lines information ADVANCED |
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| Export bibliographic records | Export Bibliographic Records |
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