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Table of Contents
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  1. Staff member reads Jobs & Batch Processes Overview and Required Readings,
    1. or, for Import Profiles, start
    at 
    1. at Import Profiles
  2. 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
    1. 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
  3. Staff member sends LTS Support Ticket expressing interest in a specific job
  4. LTS systems Librarian adds permission to Sandbox 
  5. Staff member performs test on Sandbox and updates ticket with job info for LTS review
  6. 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. 
  7. 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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ScopeJob nameStaff name (unit)
ItemsChange physical items
  • Anne Adams (ITS Music)
  • Amy Dittman (ITS)
  • Brandon Lebel
  • Chiun Chau (ITS)
  • Cindy Reid (Access Services, FAL)
  • Denise O'Malley (Access Services, FAL)
  • Honor Moody (ITS)
  • Joshua Parker (DIV)
  • Julie Petzold (HKS/GUT)
  • Karen Carlson Young (GUT/ITS)
  • Katheryn Marchak-Wansor (ITS)
  • Kristin Kulash (AEOD)
  • Laura Hartnett (ITS)
  • Laura Sherriff (LAM/CAB)
  • Lori Schulsinger (LAW)
  • Mallory Kasinec (ITS)
  • Mariko Honshuku (LAW)
  • Paris O'Donnell (BER)
  • Te-Yi Lee (GUT)
  • Todd Moody (ITS-LANGDELL)
  • Tom Ma (ITS-LANGDELL)
  • Vardit Samuels (JUD)
  • Vernica Downey (HOU)
(warning) Batch item withdrawals
  • Honor Moody (ITS)
  • Josh Parker (DIV)
  • Julie Petzold (HKS/GUT)
  • Marek Kornilowicz (Access Services)
  • Brandon Lebel
  • Cindy Reid (Access Services, FAL)
  • Paris O'Donnell (BER)
  • Te-Yi Lee (GUT)
Work ordersBatch create work orders
  • Julie Petzold (HKS/GUT)
  • Laura Sherriff (LAM/CAB)
  • Jason Clarke (Resource Sharing)
  • Madeleine Newell (Imaging Services)
Import profiles



Creating new profiles (Physical)
  • Mallory Kasinec (ITS)
  • Minna Popkin (ITS)
Creating new profiles (Electronic)
  • Mallory Kasinec (ITS)
Upload single record from file(Anyone with import permissions may run this)

Staff import profiles - Bibs, Hols, Items (multiple formats)

  • Catherine Garcia (ITS)
  • Charlotte Lellman (MED)
  • Craig Thomas (ITS)
  • Ivonne Nolasco (ITS)
  • John Dickson (ITS)
  • Kate Bowers (HUA)
  • Katherine Sweeney (DIG)
  • Mingtao Zhao (DIG)
Staff import profiles - Bibs, Hols, Items + ORDERS
  • Albertina Rua (ITS)
  • Patty Sutton (ITS)
  • Vardit Samuels (JUD)
  • Karim Rouqui (Mideast)
  • Chiunkwan Chau (HYL)
  • (All staff with Bibs... + Orders permissions may also run the jobs without Orders - see above)
Staff new item, old/new holding - multiple formats (CSV)
  • Vardit Samuels (JUD)

(warning) Staff overlay bib 001 match (MRC) and variations

  • Anne Adams (ITS-MUS)
  • Karim Rouqui (Mideast)
  • Michael Hopper (Mideast)

(warning) Staff overlay bib OCLC number match (MRC)

  • Anne Adams (ITS-MUS)
  • Craig Thomas (ITS)
Middle East LoC Acquisitions Profiles
  • Michael Hopper (Mideast)
  • Karim Rouqui (Mideast)
Judaica Digital Projects
  • Elizabeth Vernon
  • Violet Radnofsky
HUA Profiles
  • Kate Bowers (HUA)
UpdInv-RHONDA (managed by ITS)
  • Mallory Kasinec (ITS)
Anchor
bibchanges
bibchanges
Bib changes


(Use of local authority records to update Authorized Access Points)
  • (Catalogers who participate in AARGH)

  Running norm rules on bibs

STAFF WITH APPROVAL TO WRITE NEW RULES

  • Amy Armitage (ITS) change in role
  • Anne Adams (ITS-MUS)
  • Anthony Terrizzi (ITS)
  • Nell Carlson (DIV)
  • Tom Ma (ITS-LANGDELL)
  • Vardit Samuels (JUD)

STAFF WITH APPROVAL TO RUN EXISTING RULES

  • (All of the above)
  • John Dickson (ITS)
  • Paris O'Donnell (BER)
 (warning) Delete Bibliographic records (for CZ/IZ issue)
  • Amy Armitage (ITS) change in role
Suppress / unsuppress bibliographic record
  • Honor Moody (ITS)
  • Mallory Kasinec (ITS) (Kanopy sets)
  • Vardit Samuels (JUD)(Judaica sets)
Holding changes (remember the important info regarding the type of input file)

   Running norm rules on holdings

  • Amy Armitage (ITS) change in role
  • Amy Dittman (ITS)
  • Anne Adams (ITS-MUS)
  • John Dickson (ITS)
  • Katherine Sweeney (DIG)
  • Karim Rouqui (MED)
  • Mallory Kasinec (ITS)
  • Mingtao Zhao (DIG)
  • Naun Chew (ITS)
  • Paris O'Donnell (BER)
  • Tom Ma (ITS-LANGDELL)
  • Vernica Downey (HOU)
 (warning) Delete holdings without items (WID only)
  • Vardit Samuels (JUD)
PO Lines

Update PO lines information (NOT Update PO lines information - advanced)

Change PO lines status

Update PO lines workflow

  • Amy Dittman (ITS)
  • Paris O'Donnell (BER)
  • Elke Piontek (ITS-LANGDELL)
  • Alla Saltanovich (WID-EUROPEAN LANG)
  • Jane Skoric (ITS)
  • Lauren Syer (ITS)
  • Mallory Kasinec (ITS)
  • Chiunkwan Chau (HYL)
(warning) Update PO lines transactions
  • Amy Dittman (ITS)
  • Mallory Kasinec (ITS) - Adding single fund to POLs lacking fund
Update PO lines information ADVANCED
  • Amy Dittman (ITS)
  • Lauren Syer (ITS)
Export bibliographic recordsExport Bibliographic Records
  • Paris O'Donnell (BER)
  • Vernica Downey (HOU)
  • Honor Moody (ITS)
  • Michael Beckett (ITS)
PortfoliosChange Electronic Portfolio Information
  • Amy Dittman (ITS)
  • Lauren Syer (ITS)
  • Dennis Flanders (ITS)
(warning) Delete Electronic Portfolios
  • Amy Dittman (ITS)
  • Lauren Syer (ITS)
  • Dennis Flanders (ITS)

...