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If you are on sandbox and see a job you would like to test, please feel free, within reason (i.e. on small sets, etc.). Do not change Configuration options, even if you see instructions in the Ex Libris training / documentation. |
Background
- In Alma, a job is a scheduled or on-request process that runs in the background
- They are called jobs or processes in different places in the system, but they refer to the same thing: being able to act on batches of records in bulk
- This includes the ability to run Import Profiles as well
- While staff members may see a number of jobs in the Alma menus, they should only run the jobs for which they are approved per the matrix below
Process for getting sign-off to run jobs in production
- Staff member submits ticket to LTS expressing interest in specific jobs.
- LTS Support gives user appropriate permissions on sandbox.
- Staff member reads Jobs & Batch Processes Overview and Required Readings, or, for
- Import Profiles,
start at - also read 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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The 
symbol indicates that a job is particularly damaging if done incorrectly.
| Scope | Job name | Staff name (unit) |
|---|
| Items | Change physical items | - Anne Adams (ITS Music)
- Amy Dittman (ITS)
- Brandon Lebel (Access Services, MED GUT KSG SEC)
- 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 ITSMariko Honshuku LAW- HYL)
- Paris O'Donnell (BER)
- Te-Yi Lee (GUT)
- Todd Moody (ITS-LANGDELL)
- Tom Ma (ITS-LANGDELL)
- Vardit Samuels (JUD)
- Vernica Downey (HOU)
|
| 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 orders | Batch create work orders | - Julie Petzold (HKS/GUT)
- Laura Sherriff (LAM/CAB)
- Jason Clarke (Resource Sharing)
- Madeleine Newell (Imaging Services)
|
Import | Create new import profiles | Creating new profiles (Physical) |
Mallory Kasinec (ITS(includes running any import profile below) | - Minna Popkin (ITS)
- Gerald Walden (ITS)
- Colin Van Alstine (ITS)
|
Creating new profiles (Electronic) (includes running any import profile below) |
Mallory Kasinec | Upload single record from file | (Anyone with import permissions may run this) |
(multiple formats)Catherine Garcia | + ORDERS | - Albertina Rua (ITS)
- Chiunkwan Chau (HYL)
- Karim Rouqui (Mideast)
- Patty Sutton (ITS)
|
Charlotte Lellman MEDCraig Thomas ITSMingtao Zhao (DIGIvonne Nolasco (ITS)John Dickson (ITS)Kate Bowers (HUA)Katherine Sweeney (DIG) + ORDERSAlbertina Rua (multiple formats) | - (All staff with Import profiles WITH ORDERS permissions may also run the jobs without Orders)
- Catherine Garcia (ITS)
- Charlotte Lellman (MED)
- Craig Thomas (ITS)
- Honor Moody (ITS)
|
Patty Sutton Vardit Samuels JUDKarim Rouqui MideastChiunkwan Chau HYL(All staff with Bibs... + Orders permissions may also run the jobs without Orders - see above overlay overlay | Middle East LoC Acquisitions Profiles | - Michael Hopper (Mideast)
- Karim Rouqui (Mideast)
|
Judaica Digital Projects | Elizabeth VernonViolet Radnofsky- Honor Moody (ITS)
- Tom Ma (ITS)
|
| Upload single record from file | (Anyone with import permissions may run this) |
| Import profiles (without orders) - unit specific | HUA Profiles | |
UpdInv-RHONDA Mallory Kasinec - John Dickson (ITS)
- Keena Hilliard
|
| (Use of local authority records to update Authorized Access Points) | - (Catalogers who participate in
|
AARGHAmy Armitage (ITS) change in role- Anne Adams (ITS-MUS)
- Anthony Terrizzi (ITS)
- Linda Isaac (HOU)
- Nell Carlson (DIV)
- Tom Ma (ITS-LANGDELL)
- Vardit Samuels (JUD)
- Vernica Downey (HOU)
|
STAFF WITH APPROVAL TO RUN EXISTING RULES |
Naun Chew - John Dickson (ITS)
- Paris O'Donnell (BER)
|
| Delete Bibliographic records (for CZ/IZ issue) | Amy Armitage (ITS) change in role
|
| Suppress / unsuppress bibliographic record | |
Mallory Kasinec (ITS) (Kanopy sets)Mallory Kasinec ITSNaun Chew ITS- DIV)
- Paris O'Donnell (BER)
- Tom Ma (ITS-LANGDELL)
- Vardit Samuels (JUD)
- Vernica Downey (HOU)
|
| Delete holdings without items (WID only) | |
| 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)
- Chiunkwan Chau (HYL)
- Gerald Walden (ITS)
- Colin Van Alstine (ITS)
|
Mallory Kasinec - Katheryn Marchak-Wansor (ITS)
|
| Update PO lines transactions | |
Mallory Kasinec - Gerald Walden (ITS)
- Colin Van Alstin (ITS)
|
- Adding single fund to POLs lacking fund