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 reads Jobs & Batch Processes Overview and Required Readings, followed by the job specific documentation for the job of interest
- Staff member sends LTS Support Ticket expressing interest in a specific job
- LTS systems Librarian adds permission to Sandbox and sends training material
- 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 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.
Documentation
Master list of jobs and batch processes that can be run by designated staff
Staff members are added to the list below after their test on sandbox has been reviewed. Staff members need to ensure that the Alma liaison submits a login form where applicable.
| Scope | Job name | Staff name (unit) |
|---|---|---|
| Items | Change physical items |
|
| Batch item withdrawals |
| |
| Work orders | Batch create work orders |
|
| Import profiles | Creating new profiles (Physical) |
|
| Creating new profiles (Electronic) |
| |
| ||
| Staff import profiles - Bibs, Hols, Items + ORDERS |
| |
| Staff new item, old holding (CSV) |
| |
| Staff overlay bib 001 match (MRC) |
| |
| Middle East LoC Acquisitions Profiles |
| |
| Judaica Digital Projects |
| |
| HUA Profiles |
| |
| Bib changes | zDBM Staff Use - set 830 2nd indicator to 0 |
|
| (Use of local authority records to update Authorized Access Points) |
| |
HVD Staff Use BIb normalization - choose a rule |
| |
| Delete Bibliographic records (for CZ/IZ issue) |
| |
| Holding changes ! (remember the important info regarding the type of input file) | Staff use - cancel print subscription Staff use - ceased print subscription |
|
| Staff use - remove 908 from holding |
| |
| ITS use - 920 fix for macc1 |
| |
| (Ad hoc jobs in consultation with LTS) |
| |
| PO Lines | Update PO lines information Change PO lines status Update PO lines workflow |
|
| Update PO lines transactions |
|