Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

Table of Contents
maxLevel2

...

Import
ScopeJob nameStaff name (unit)
ItemsChange 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)
  • Katheryn Marchak-Wansor (ITS)
  • Kristin Kulash (AEOD)
  • Laura Hartnett (ITS)
  • Laura Sherriff (LAM/CAB)
  • Lori Schulsinger (LAW)
  • Mariko Honshuku (LAW)
  • Mihyang Na (HYL)
  • 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)
Create new import profiles

Creating new profiles (Physical)

(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)

  • Minna Popkin (ITS)
  • Gerald Walden
Upload single record from file(Anyone with import permissions may run this)
  • (ITS)
  • Colin Van Alstine (ITS)
Import profiles WITH ORDERS

Staff import profiles - Bibs, Hols, Items (multiple formats)Catherine Garcia + ORDERS
  • Albertina Rua (ITS)
  • Chiunkwan Chau (HYL)
  • Karim Rouqui (Mideast)
  • Patty Sutton (ITS)
  • Charlotte Lellman Rebecca Gabriel (MEDHYL)
  • Craig Thomas Vardit Samuels (ITSJUD)
  • Ivonne Nolasco (ITS)
  • John Dickson (ITS)
  • Kate Bowers (HUA)
  • Katherine Sweeney (DIG)
  • Mingtao Zhao (DIG(All staff listed here may also run the jobs without Orders - see below)
Middle East LoC Acquisitions Profiles
  • Michael Hopper (Mideast)
  • Karim Rouqui (Mideast)
/wiki/spaces/ITSworkflows/pages/54823382 (managed by ITS)
  • Ryoko Yamamura
  • Wei Zhang
Import profiles (without orders)



Staff import profiles - Bibs, Hols, Items

+ 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)
  • Chiunkwan Chau Honor Moody (HYLITS)
  • Karim Rouqui Ivonne Nolasco (MideastITS)
  • Patty Sutton John Dickson (ITS)
  • Rebecca Gabriel Kate Bowers (HYLHUA)
  • Vardit Samuels Katherine Sweeney (JUDDIG)
  • (All staff with Bibs... + Orders permissions may also run the jobs without Orders - see aboveMingtao Zhao (DIG)
Staff new item, old/new holding - multiple formats (CSV)
  • Eric Brownell (MED)
  • Honor Moody (ITS)
  • Katheryn Marchak-Wansor (ITS)
  • Tom Ma (ITS)
  • Vardit Samuels (JUD)
  • Eric Brownell (MED)

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

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

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

  • Anne Adams (ITS-MUS)
  • Craig Thomas (ITS)
  • Honor Moody (ITS)
  • Tom Ma (ITS)
Middle East LoC Acquisitions Profiles
  • Michael Hopper (Mideast)
  • Karim Rouqui (Mideast
Upload single record from file(Anyone with import permissions may run this)
Import profiles (without orders) - unit specificHUA Profiles
  • Kate Bowers (HUA)
Judaica Digital Projects
  • Elizabeth Vernon
  • Violet Radnofsky
HUA Profiles
  • Kate Bowers (HUA)
/wiki/spaces/ITSworkflows/pages/54823266 (managed by ITS)
  • John Dickson (ITS)
  • Keena Hilliard
/wiki/spaces/ITSworkflows/pages/54823382 (managed by ITS)
  • Ryoko Yamamura
  • Wei Zhang
Anchor
bibchanges
bibchanges
Bib changes



(Use of local authority records to update Authorized Access Points)

  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)
  • Linda Isaac (HOU)
  • Nell Carlson (DIV)
  • Tom Ma (ITS-LANGDELL)
  • Vardit Samuels (JUD)
  • Vernica Downey (HOU)

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)
  • Vardit Samuels (JUD)(Judaica sets)
Unlink bib headings
  • Andrea Cawelti
  • Anthony Terrizzi
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)
  • Chiunkwan Chau (HYL)
  • Colin Van Alstine (ITS)
  • Dan Belich (ITS)
  • Gerald Walden (ITS)
  • John Dickson (ITS)
  • Katherine Sweeney (DIG)
  • Karim Rouqui (MED)
  • Linda Isaac (HOU)
  • Mingtao Zhao (DIG)
  • Nell Carlson (DIV)
  • Paris O'Donnell (BER)
  • Tom Ma (ITS-LANGDELL)
  • Vardit Samuels (JUD)
  • 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)
  • Chiunkwan Chau (HYL)
  • Gerald Walden (ITS)
  • Colin Van Alstine (ITS)
  • Katheryn Marchak-Wansor (ITS)
(warning) Update PO lines transactions
  • Amy Dittman (ITS)
  • Gerald Walden (ITS)
  • Colin Van Alstin (ITS)
Update PO lines information ADVANCED
  • Amy Dittman (ITS)
  • Lauren Syer (ITS)
  • Colin Van Alstine (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)
Electronic CollectionsChange Electronic Collection Information 
  • Amy Dittman (ITS)
Move Electronic Portfolio Information