• CNMARC Set Authority Records Cataloging Level
• Set Authority Records Cataloging Level
• UNIMARC Set Authority Records Cataloging Level

• Physical format (binary or XML)
• Authority formats to include
• Maximum number of records in each exported file
• Export folder (Private or Institution; see Viewing Files Exported Using Export Jobs)
• FTP configuration (see Configuring S/FTP Connections)
• FTP sub-directory

• Collection – select the collection to which you want to add the titles.
• Unassign from existing collection(s) – select to remove the titles from the collection that they are in currently.

Collection Inventory Operator
(with Institution-level scope)

Bibliographic records with associated PO lines will not be deleted.

The Excel file that can be downloaded identifies the records with PO lines.

Records with PO Lines Identified in the Excel File

• Records that are related to other records
• All associated inventory resources

You can view the results in the Job Report:

The “Records processed” counter reflects the actual number of members of the set, including deleted records. The "Number of bibliographic records deleted" counter reflects only records that were active and were deleted by the job. Thus, if "Records processed" is greater than "Number of bibliographic records deleted" and the other counters are zero, this means that the set contains deleted records.

Exports bibliographic or metadata records to the user’s PC or FTP site. To view the results in Alma, see Viewing Files Exported Using Export Jobs. Also see Exporting Metadata.

The output filename structure has both the stable ID for the Export Job and also the actual job ID of the specific run (AKA process ID):

BIBLIOGRAPHIC_<Process ID>_<Stable ID for the job>_1 for example:

BIBLIOGRAPHIC_313446164310001831_313446164290001831_1

• Physical format (binary or XML)
• Output format – When you have more than one active registry, select your preferred output format for this export. In addition, you may also select one of the following output formats supported by Alma: 

  • BIBFRAME bibliographic
  • RDA/RDF

  See the following examples:

  • If the set to export contains UNIMARC records, and you select MARC21 as the output format, Alma converts the records to the MARC21 format.
  • If the set to export contains a combination of UNIMARC and MARC21 bibliographic records, and you select MARC21 as the output format, Alma converts the UNIMARC records to the MARC21 format.
• Number of records in file
• Expand routine (currently supports only Add Holdings Information)
• Export folder (Private or Institution; see Viewing Files Exported Using Export Jobs)
• FTP configuration (see Configuring S/FTP Connections)
• Sub-directory

• Records with no inventory (always selected, so no checkbox appears).
• Records that are not associated with collections
• Records that are not associated with PO lines
• Records with no resource requests
• Records with no resource sharing lending requests
• Records with no reading list citations
• Records that are not part of a "contains" type of boundwith relation (does not apply to the "part of" type of relation)- Records that are not bound with other records; see Configuring Related Records for Physical Inventory. The following fields are checked for related records ("contains" only):

  UNIMARC	MARC21
  461 $1001	773 w
  461 $1001$a	773 x
  461 $1001$a	773 z
  462 $1001 463 $1001 464 $1001	774 x 774 w 774 z
  	777 w
  423 $1001$a	777 x
  	786 w
  	800 w
  	800 x
  	810 w
  	810 x
  	811 w
  	811 x
  	830 w
  	830 x
  	786 z
  	786 x

• Suppress record/s from publish/delivery – exclude bibliographic records from being published to an end-user discovery system
• Suppress record/s from external search – exclude bibliographic records from external searches
• Synchronize with OCLC – marks whether records should be published to an external catalog
• Synchronize with Libraries Australia – marks whether records should be published to Libraries Australia

• Serial/Non Serial match method – To perform matching on the records, select one of the matching methods. See the matching parameters and options below. Leave these parameters blank to contribute all records to the Network Zone.

  Serial / Non Serial Matching Parameters

  Parameter	Options
  Serial match method	024 / 035 Match Method 001 To MMS_ID Match Method ISSN Match Method (exact subfield match) ISSN / 024 / 035 Match Method ISSN (exact subfield match) / 024 /035 Match Method Unique OCLC Identifier Match Method ISSN Match Method LCCN Serial Match Method 035 (Other System Identifier) Match Method When you select this option, you may also specify a prefix (in the System Identifier Parameter) upon which to match records. Fuzzy Serial Match Method
  Non Serial match method	024 / 035 Match Method 001 To MMS_ID Match Method ISBN Match Method (exact subfield match) ISBN / 024 / 035 Match Method ISBN (exact subfield match) / 024 /035 Match Method Unique OCLC Identifier Match Method ISBN Match Method LCCN Match Method 035 (Other System Identifier) Match Method When you select this option, you may also specify a prefix (in the System Identifier Parameter) upon which to match records. Fuzzy Serial Match Method

  These matching parameters and options are similar to the ones used for import. See Match Methods – Explanations and Examples for more information.
• Ignore resource type during matching – Use this option to enable matching for a set of records without consideration for the resource type (that is, ignore the Serial match method and Non Serial match method parameters). 
• Contribute IZ records – Select this parameter to contribute non-matching records only. If you are not performing matching, you must select this parameter; and all records are contributed to the Network Zone.

• Collection – select the collection from which you want to remove the titles.

Collection Inventory Operator
(with Institution-level scope)

Removes the vendor data 856 field.

See the drools/remove856.dslr rule in the Rules tab > Normalization sub-tab > Shared section in the MD Editor.

Harvest Community Zone linked electronic records from members in a Network Zone, and display these records in the Network Zone as linked to the Community Zone. For more information see the following: the publishing jobs listed with Publishing Bulk, Copying and/or Linking Local and Network Zone Bibliographic Records, and Harvesting Community Zone Linked Electronic Records.

• Delete the course.
• Update course information (such as processing and academic department, instructors, and so forth.
• Disassociate the course from all reading lists.
• Archive/Unarchive courses.
• Deletes associated reading lists.

• If field empty – Only update the courses without a Submit list by date.
• If field not empty – Only update the courses with a Submit list by date.
• Unconditionally – Update all courses without exception. 

• • If field empty – Only update the courses without a Year.
  • If field not empty – Only update the courses with a Year.
  • Unconditionally – Update all courses without exception. 
  If the checkbox is selected and the Year is left blank, the year is removed from all courses.

For more information, see Extracting Full Text (OCR) in the Alma Digital Repository on the Developer Network.

The job runs when the user selects Download All from the representation editor if the representation’s content is large and it would take a long time for it to be downloaded to the user’s computer. The job packages the representation content into a zip file and sends a link for downloading by email.

• Remote
• Active
• Repository Name
• Usage Type
• Library
• Entity Type
• Access Rights Policy (see Configuring Access Rights Policies for Digital Objects)
• Copyrights
  Under the Change Fields section, select the parameters to indicate the changes that you want to be made to the representations. The following parameters are available:
• Active / Inactive. For Inactive you have the option to Suppress bib without active inventory to suppress bibliographic records that have no active inventory after the job is run.
• Usage Type
• Library
• Label.
  • Select Empty to remove labels from the representations.
  • Select Generate to add labels to the representations based on a template. For more information, see Configuring Representation Label Templates for General Representations.
  You can select a condition for this field.
• Public Note. You can select a condition for this field.
• Entity Type
• Access Rights Policy
• Copyrights
• Linking Parameters 1-5
• Add Note

• Collection – Select a default collection in which to put all digital titles that do not have a collection after this job is run.

• Change record profile to – select the DC Application Profile to which you want to change the schema.
• Correct the data using – select a normalization process.

• Active
• Usage Type
• Library
• Entity Type
• Access Rights Policy (see Configuring Access Rights Policies for Digital Objects)
• Label – enter a regular expression

• Active
• Usage Type
• Library
• Entity Type
• Access Rights Policy (see Configuring Access Rights Policies for Digital Objects)
• Label – enter a regular expression

• Usage Type - Primary or Derivative
• Library - The library that will own the created representations.
• Extract access rights from field/subfield - The field and subfield from which to extract the access rights policy name to assign to the representation. If this information is not available in the record or if all representations created by this profile will be assigned the same policy, use the Default access rights policy field.
• Default access rights policy - The default access rights policy for when there is no access rights policy reference in the metadata record. To configure these, see Configuring Access Rights Policies for Digital Objects.
• Extract label from field/subfield - The field and subfield from which to extract the representation label.
• Extract note from field/subfield - The field and subfield (repeatable)from which to extract the internal representation notes.
• Extract public note from field/subfield - The field and subfield from which to extract the representation public note. Representation public notes appear in the View It services page.
• Add HTTP Request Header – Add a header to the HTTP request when creating representations from delivery URLs that have the following access right restrictions:
  • IP Restrictions
    • Header – X-Forwarded-For
    • Value – an IP address
  • Authentication
    • Header – Authentication
    • Value – the authentication credentials

• Add exclude rule – select to exclude irrelevant files, based on response header information:
  • Header – select content type or content length
  • Operator – select the operator
  • Value – select the value by which to exclude the file
• Add exclude rule – select to exclude irrelevant files, based on response header information:
  • Field – select content type, content length, or File URL Pattern
  • Operator – select the operator
  • Value – select the value by which to exclude the file

• Select the job Move electronic portfolio information.

• Select the set of electronic collections whose portfolio PO lines will be moved to the target set selected in Step 3.

• Target Electronic Collection – Select the list icon to display the search window for Electronic Collections. Enter search criteria to locate the target electronic collection containing the portfolios to which the PO lines should be moved from the source set that you identified in Step 2. From your search results, select the target electronic collection.
• Move PO lines – Select this check box to move PO lines from the portfolios in the source electronic collection to the portfolios in the target electronic collection. Additional options appear.
  • Move – Select to move Main PO lines or Main PO lines plus additional PO lines.
  • Set PO line access provider – Select this option to specify an access provider.
  • Choose access provider – If you selected set PO line access provider, use the Choose access provider parameter to search a list for an access provider.
  • If PO line already has an access provider – If you selected set PO line access provider and a target PO line in the target electronic collection already has an access provider defined, select to Override the existing access provider with the new one that you have specified or Skip the existing access provider to keep it.
• Move licenses – Select this check box to move licenses from the portfolios in the source electronic collection to the portfolios in the target electronic collection. Additional options appear.
  • If destination already has a license – Select Override to move the license from the portfolios in the source electronic collection to the portfolios in the target electronic collection. Select Skip to maintain the license already specified in the portfolios in the target electronic collection.
  • Move historical licenses – Select this check box to additionally move historical licenses from the portfolios in the source electronic collection to the portfolios in the target electronic collection.
• Move public access model – Select this check box to move the public access model information from the portfolios in the source electronic collection to the portfolios in the target electronic collection. Additional options appear.
  • Select Override to move the public access model from the portfolios in the source electronic collection to the portfolios in the target electronic collection. Select Skip to maintain the public access model already specified in the portfolios in the target electronic collection.

• Review your parameter selections and select Submit. A confirmation message is presented to have you Confirm that you want to continue with the job. When Monitor Jobs shows that the job is complete, refer to the job report for the results. See Move Electronic Portfolio Information Job Report for information about the job report.

Cancels open requests for physical items.

• Apply only for library/location – Apply changes to items located at a specific library/location only. You must specify both or neither of these fields.
• Update call number from bibliographic record – Whether to globally update the call numbers using the values stored in the bibliographic records.
• Correct the data using normalization rules
• Tag records for publishing – Whether to publish or suppress records to external discovery systems, including Primo.

Updates item information for physical items or physical titles. When an item changes location and a new holdings record is created, the old holdings record is deleted if there are no other items attached. If other items are still attached, the old holdings record and any PO line attached to it remain in place. If a PO line was attached to a holdings record that is deleted, the PO line is detached from any holdings. 

For more information, see Performing Global Changes on Physical Item Records.

When using this job to place and remove institution level work order types, it is not required to scan items into the department. 

• Unconditionally
• Only if the field is empty
• Only if the field is not empty

The "Copy items to host library" checkbox appears that enables you can to move inventory between institutions in the below cases:

• To copy items from purchasing library to host library, if joint use of purchasing inventory in Consortia was defined in the system, where one member of Consortia purchases items for another.
• To transfer items from one institution to another, when the bibliographic record is an Network Zone record. 

Retention Information:

Users can apply the parameters for Retention Information for the job. For more information, see Retention Information.

• New library (required)
• New location (within New Library, required)
• Change type (permanent/temporary, required). If Temporary is selected, an additional field, Due back, is displayed. When the specified date is reached, the scheduled Requests - Restore Temporarily Shelved Items job is run.
• New item policy
• Sent from library
• Sent from desk
• Print transit letter: Whether to print the transit letter

Creates a work order request for physical items.

When using this job to place and remove institution level work order types, it is required to scan items into the department. 

• Work order type (required)
• Department (required)
• Whether to mark the items as Do not pick up from shelf.

• Output format (CSV)
• Export folder (Private or Institution; see Viewing Files Exported Using Export Jobs)
• FTP configuration (see Configuring S/FTP Connections)
• FTP sub-directory

The file that is exported contains the following columns: 

MMS Record ID, HOL Record ID, Item PID, Barcode, Title, Publisher, Bib Material Type, Creator, Call Number, Permanent Call Number, Permanent Physical Location, Local Location, Holding Type, Item Material Type, Policy, Seq. Number, Chronology, Enumeration, Issue year, Description, Public note, Fulfillment note, Inventory  #, Inventory date, Shelf report #, On shelf date, On shelf seq, Last shelf report, Temp library, Temp location, Temp call # type, Temp call #, Temp item policy, Alt. call # type, Alt. call #, Pieces, Pages, Internal note (1), Internal note (2), Internal note (3), Statistics note (1), Statistics note (2), Statistics note (3), Creation date, Modification date, Status, Process type, Process Id, Number of loans, Last loan, Number of loans in house, Last loan in house, Year-to-date Loans, Receiving date, Copy ID,  Receiving number, Weeding number, Weeding date, and Other System Number.

• Output format (XML)
• Export folder (Private or Institution; see Viewing Files Exported Using Export Jobs)
• Template (00, 01, or other configured by your institution to designate printing a spine label or printing a barcode) (To configure template, see Representation Label Templates)

• Select one of the following options to apply to holdings without items:
  • Keep holdings and bibliographic records
  • Delete holdings; delete bibliographic records that have no other holdings
    If you delete a bibliographic record in the Institution Zone, and you're the last library in the consortium to hold it, then the bibliographic record is automatically deleted in the Network Zone. If you do not want it to be deleted automatically in the NZ, set the delete_nz_bib_without_inventory customer parameter (Configuration > Resources > General > Other Settings) to false (see Configuring Other Settings (Resource Management)).
  • Suppress holdings from publishing; suppress bibliographic records that have no other holdings from publishing
  • Delete holdings; suppress bibliographic records that have no other holdings from publishing
• Select whether to not withdraw items with active requests
• Select whether to not withdraw items with nonactive requests in the queue
• Select whether to not withdraw items with work orders

Repository Manager, Repository Administrator

• Apply only for Library / location – Since the set that you select for this job may contain bibliographic records (with attached holdings) from different libraries and locations, this parameter allows you to identify within the set which library's or library and location's records are to be deleted.
• Filter Holding Records by Rule – Use this option to select an indication rule to filter the records in the set that you have selected. Holdings attached to the bibliographic records in the set that match the indication rule filter will be deleted. See Working with Indication Rules for more information.
• How to handle bibliographic records? – Select one of the following options to indicate how to handle bibliographic records with no holdings and no items.
  • Do nothing
  • Delete bibliographic records
    If you delete a bibliographic record in the Institution Zone, and you're the last library in the consortium to hold it, then the bibliographic record is automatically deleted in the Network Zone. If you do not want it to be deleted automatically in the NZ, set the delete_nz_bib_without_inventory customer parameter (Configuration > Resources > General > Other Settings) to false (see Configuring Other Settings (Resource Management)).
  • Suppress bibliographic records

Repository Manager, Repository Administrator, Physical Inventory Operator Extended (with Institution-level scope)

• Interface name – The vendor name
• Library – Indicate a library that you want to update on multiple electronic resources in bulk (for details, see Library set on electronic resource). Note that some portfolios might already have a library set. If the library selected in the job does not match the electronic collection's library, this causes the job to skip the processing of this portfolio entirely (not only skip the specific library parameter update, but skip the entire portfolio updating process via this job's run). The labels that indicate occurrence of this in the job report:
  • Library update skipped - The number of portfolios where the library update was skipped because that library is already set on the electronic collection (since the portfolio inherits the e.collection's library). 
  • Portfolios update skipped - The number of portfolios where the library update was skipped because another library is already set on the electronic collection (since the portfolio inherits the e.collection's library). 
• Add/Remove “Available For” groups (collaborative networks) – Remove one or more “Available For” group settings
  See the video Assign Available For Groups to a Set of Portfolios Using a Job for information on these fields (7:03 mins).
• Electronic material type - See Electronic Material Types.
• Remove local coverage – Remove all types (date information/embargo) of local coverage
• Set Public access model - enables updating the Public Access Model field on a predefined set of portfolios.
• License
• PDA – Associate to a PDA program
• Delete or replace static URL’s prefix/with – Remove or replace the prefix of the URL—for example, from HTTP to HTTPS. For replace, the local field is replaced if a local URL already exists, and if it does not exist, the specified URL is placed in the local field.
• Delete or replace static URL’s suffix/with – Remove or replace the suffix of the URL—for example, from .COM to .ORG. For replace, the local field is replaced if a local URL already exists, and if it does not exist, the specified URL is placed in the local field.
  Alma restricts the simultaneous use of prefix and suffix parameters in the "Change Electronic Portfolio Information" job. To modify both, separate runs of the job are required.
• Enable/Set proxy
• Available status – Active or Inactive
• Available from date - Specifies when the portfolio is automatically set to Available. For more information, see Electronic Portfolio Editor Page.
• Available until date - Specifies when the portfolio is automatically set to Not available. For more information, see Electronic Portfolio Editor Page.
• Override public note / authentication note / internal description – Enter new values for these fields
• Activation / expected activation date

• When the portfolio is linked to an active PO line
• When the portfolio is linked to an active e-Activation task
• For handling bibliographic records without inventory

• Output Format – Either Google Scholar XML schema, TXT schema, or KBART schema.
• Number of records in file – The number of records (not portfolios) to store per output file: One File, 1000, 5000, or 10000. Note that each collection is written to a separate file (according to the KBART standard) even if you select the One File option.
• Export into folder – Private or Institution (see Viewing Files Exported Using Export Jobs)
• FTP configuration – The FTP configuration to use (see Configuring S/FTP Connections).
• Subdirectory – The subdirectory in which the files should be placed for the FTP upload.
• Add interface name (Google Scholar only) – Whether the portfolio's interface name is included with the record. If the portfolio is part of an electronic collection, the record includes the interface name defined at the electronic collection level.
  When this option is checked, a portfolio with an interface name is exported in the following form:
  <item type="electronic">
  <title>myTitle</title>
  <interface_name>
  myInterfaceName
  </interface_name>
  </item>
  If it does not have an interface name or if this option was not checked,
  the exported record is in the following form:
  <item type="electronic">
  <title>myTitle</title>
  </item>
  For an example of running this job, see Portfolio Loader.
• Export only active portfolios (KBART only) – Select Yes to export only active portfolios (possible with KBART only).
• Link Resolver base URL (KBART and TXT only) – The base URL for the Alma link resolver in the following format (insert your Primo institution's information where indicated):
  http://<host_server:port>/openurl/<inst_code>/<view_code>?
  If you are unfamiliar with your base URL for the Alma Link Resolver, contact Ex Libris Support for assistance.
  For the KBART schema, all portfolios in the set are exported in the following way, according to the KBART standard:
  • All portfolios belonging to the same e-collection are part of one file.
  • All standalone portfolios that have the same interface attribute are part of another file.
  • All standalone portfolios that do not have an interface attribute are part of a third file.
  The naming convention for KBART files is INTERFACE_COLLECTION_DATE.txt. If the interface or collection name is not available, the system replaces the missing name with MISC.
• Add scope indication – include the Institution code or the Network institution code of the electronic portfolio in the export file

• If a PO line is closed and you cannot perform actions on it using the Alma interface, this job will not be able to perform these actions either.
• In addition, this job cannot change a vendor in a PO Line if the PO Line is in a sent status such as 'Waiting for Renewal'.
• If non-relevant material types are selected in the job parameters, then the Material Type will not be updated in the PO Line. For example, if Material type (Physical) is selected in the job parameters, when the set contains electronic PO lines, then the Material Type will not be updated in the electronic PO lines. If the selected material type is the only parameter selected in the job, then non-relevant material types are skipped and the PO line is added to the Skipped PO Lines section in the report.
• When updating the Internal note and/or Add labels from list fields, they are added to the existing fields in the PO line (they are not overridden).

• The PO line is removed from the PO and the item is set to In Review.

• Alma sends the PO Line Cancelation Letter (POLineCancelationLetter) to the vendor; to configure this letter, see Configuring Alma Letters.

This job will perform only allowed updates on the selected PO lines. For example:

• If a PO line has been packaged into a PO, you cannot update the acquisitions method using the Alma interface.

• Changes PO lines from Ready to In Review.
• Reopens closed or canceled PO lines and sets them to In Review.
• Moves PO lines that are In Review to the next step in the process.

Updates research assets.

Parameters:

• Creator or Contributor -
  • replaces the affiliation that the creator or contributor had at the time that the asset was created
  • Display or hide asset in public profile of researcher
• Academic Unit - adds, replaces, or remove an asset's current affiliation.
• Access Rights - replaces or removes the access rights granted to an asset.
• License - replaces or removes the license held by an asset.

Deletes research assets.

Parameters (checkboxes):

• Do not delete if related to other assets - if checked, will not delete assets related to other assets.
• Do not delete if includes a file - if checked, will not delete assets that include a file.
• Do not delete if includes a reserved DOI - if checked, will not delete assets that include a DOI.

Registers DOIs for asset sets.

• Embed PDF files - select to embed or unembed the PDF files attached to the citations. You can also select to embed the PDF files in read-only mode, such that they cannot be downloaded.
• Sticker Price from Rialto - updates citation sticker prices of items found in Rialto in bulk.
  
  When more than one Rialto price exists, you can control which price is shown in Leganto by setting the value in the sticker_price_extraction_formula parameter (Configuration Menu > Leganto > Features > Leganto Features) to one of the following:
  This parameter is also used for the manual option in Leganto for a single citation.
  For more information, see Configuring Sticker Prices.
  You can also set the following conditions under which to run this job:
  
  • minimum - shows the minimum price
  • maximum - shows the maximum price
  • median - shows the median price (default)
  • If field is empty
  • If field is not empty
  • Unconditionally
• The following changes can be made in bulk to all members in a citation list:
  • Deleting citations
  • Setting the citation status
  • Setting a due date
  • Removing and adding tags (system tags, i.e. DCS or Q&A tags, cannot be removed)
  • Removing alerts
  • Deleting a public note
  • Detaching a citation from the repository
  • Removing files
  • Enrich by DOI
  • Updating a source URL — when SourceURL is configured (Configuration > Leganto > General > Field Normalization) (see Configuring Normalization Rules), when Update source URL is checked,  citation URLs are updated in bulk. For example, this will bulk update proxy URLs.
  • Updating URLs from CDI
  • Use Leganto Viewer (PDFs only)
    • Use Leganto Viewer — How to handle PDF view in Leganto
    • Do not use Leganto Viewer
    • Use Leganto Viewer read only
  • Updating the citation material type

• Report Mode - Runs a report on all citations whose bibliographical record has been modified.
  When Report Mode is selected, need to select at least one of the following additional options; When Bibliographic Record Modified Update Citation Metadata or When Bibliographic Record Deleted to know how many citations are going to be synced or deleted/detached.
• When Bibliographical Record Modified Update Citation Metadata - Updates the citation's metadata when its bibliographical record has been modified. Updates are performed according to the value of the on_locate parameter (Fulfillment > General > Other Settings).
• When Bibliographical Record Deleted:
  • Delete Citation - Deletes the citation associated with the bibliographic record.
  • Detach Citation - Detaches the citation from the bibliographic record. This requires associating the citation with another bibliographic record.

• Delete list - Delete or purge the list. When selected, all other options are removed. If you delete a reading list while the course is active, any citation requests that were not fulfilled are canceled. Requests that were fulfilled remain at the current location until they are due back. The options are:
  If you would prefer to archive the lists, select Archived as the Reading list publication status.
  • Purge - The reading list is purged (completely removed) from Alma.
  • Delete - If you are using Leganto, then you can configure whether deleted reading lists are purged or remain in Alma with Deleted publication status, where they can then be purged or restored (see Configuring What Happens to Deleted Lists). Otherwise, the reading list is purged from Alma.
• Reading list status - Select a status for the reading lists. For the list of statuses, see Reading List and Citation Statuses.
• Reading list publication status - Select a visibility status for the reading lists (Leganto only). For a list of visibility statuses, see Reading List and Citation Statuses.
• Lock list (Leganto only) - Lock or unlock the lists.
• Creative Commons License - Select a new Creative Commons license for the reading lists. The available options depend on the copyright_region parameter; see Configuring Other Settings.
• Due back date / Visible Start Date / Visible End Date / Assign to - Set the lists' due back date, visibility start date, and/or visibility end date, and/or change to whom the lists are assigned.
  • If a row is not selected, the value is not changed. If a row is selected, the value is (or can be) changed.
  • If a row is selected but you don't select or enter a value, any existing value is removed.
  • If a row is selected and you select or enter a value, then select whether to change the value only if no value was previously set, only if a value was previously set, or unconditionally.
• Remove all owners
• Remove course association
• Export reading lists in bulk to PDF
• Reset options - The following are cleared out of the UI (if selected):
  • Reset library discussion
  • Reset student discussion
  • Reset likes
  • Reset suggestions
  • Reset number of citation views
  • Reset reading list visibility dates
  • Reset section visibility dates
  • Reset citation due date
  • Reset public annotations
  • Reset request for review
  • Reset faculty-facing reports
  Note that using this feature does not reset analytics.

This job iterates over the assets in the set, finds any files at the end of links, uploads them to Esploro, and then changes the link to be a pointer to the (now local file).

Push research assets to Primo / Primo VE when you don't want to wait for the scheduled re-indexing.

• Physical format - Currently, CSV is the only option.
• Export into folder - Private or Institution; see Viewing Files Exported Using Export Jobs
• FTP configuration - Select a predefined FTP configuration; see Configuring S/FTP Configurations.
• Sub-directory - The path relative to the FTP configuration.

• By user account type: Handles specific fields according to the account type (internal or external).
  For example, if using the job to add a block, the block is added as external for external users and as internal for internal users.
  Internal field values are not overridden during an SIS update. External field values are overridden during an SIS update.
• Internal: Handles specific fields as if they are internal, even when belonging to an external account.
  For example, if using the job to add a block, the block is added as internal even if the block is being attached to an external user.
  Internal field values are not overridden during an SIS update.
  The fields affected by this setting are:
  • User group
  • Campus
  • Resource sharing library
  • Add block type
  • Add statistics category
  • Add note

• Circulation Desk Operator
• Circulation Desk Operator - Limited
• Circulation Desk Manager
• Requests Operator
• Work Order Operator
• Receiving Operator
• Receiving Operator Limited
• Fulfillment Services Operator

User Administrator, User Manager (with Institution-level scope)

• Logical sets and itemized sets
• Static URLs and dynamic URLs
• URLs from the 856 $u (repeatable) in bibliographic records
• URLs from electronic collection level sets
• URLs from portfolio level sets

  This job cannot be used to export URLs from portfolios that require a parser to generate a Target URL; this is because parsers can require specific metadata that is not indexed in Alma. Portfolio URLs that require a parser to generate a Target URL that are processed by this job will have a "NULL" value on the exported file.

• Physical Format - HTML or CVS for the output format of the file generated from this job.
• Number of records in file -
  • One file (default)
  • 1,000
  • 5,000
  • 10,000
• Export folder - Private or Institution (see Viewing Files Exported Using Export Jobs)
• FTP Configuration
• Sub-directory (path relative to FTP configuration) - Use this option to specify a specific path name within your selected FTP configuration.
• Include bibliographic URL (856 $$u) if exists - Select this option if you want the Export URLs job to pull one or more URLs from the bibliographic record located in the 856 $u (a repeating field). This option is not mandatory, however, if running on a title set and the checkbox is not selected, the URL is not exported.
  The 856 $u content must begin with www or http. If it does not begin with that content, any other content specified will be ignored/skipped.
  If the set you selected for this job contains electronic collections or portfolios, the URL information will be pulled from those resources. Additionally, you can select to have the URL pulled from the 856 $u in the bibliographic record, if that content exists in the bibliographic record.
  If the set you selected for this job contains digital resources, the URL information will be dynamically generated for the resulting export URL file due to the nature of how digital records are stored and managed.

1. A vendor announces platform maintenance that will make the platform inaccessible for several hours. There is a need to batch-apply to all the collections on that platform the same Authentication Note stating that the platform is unavailable. Then, when the maintenance is over, there is the ability to batch-remove the same note.
2. A vendor announces that the URL syntax is changed. There is a need to batch change the Electronic Collection Level URLs.
   1. Delete or replace static URL’s suffix/with – Remove or replace the suffix of the URL—for example, from .COM to .ORG. For replace, the local field is replaced if a local URL already exists, and if it does not exist, the specified URL is placed in the local field.
      Alma restricts the simultaneous use of prefix and suffix parameters in the "Change Electronic Collection Information" job. To modify both, separate runs of the job are required.
3. Update electronic collections to use the same proxy server.

• Resource locate: repository — When checked (this checkbox is unchecked by default), you can choose to either manually handle citations when multiple matches are found or use the first matching resource for a specific inventory type.
• When multiple matches are found, select:
  • Handle manually — For multiple matches, the citation’s locate status updates to Multiple resources located and it is included under the Resource Locate facet Multiple matches found. 
  • Use first matching resource of a specific inventory type, if it exists (otherwise, handle manually — If selected, drop-down lists for Physical, Electronic, and Digital are displayed. The default priority selections for these drop-down lists are set according to your priority settings in resource_locate_multiple_matches_priority (Configuration Menu > Fulfillment > General > Other Settings).
• Resource locate: link resolver — For electronic resources, this tries to resolve the citation using the citation metadata and the Alma link resolver. The locate attempts to match the citation metadata to a bibliographic record, and if a match is found, it checks to see if the library has available inventory for that bibliographic record. If it does, locate is successful. 
• Validate external links — For URL citations, this attempts to access the URL and checks for a valid HTTP response. The following errors are checked: internal server error (500), page not found (404) or time out (504).
• Enable purchase request creation — When selected, a purchase request is created for the citation when criteria rules are met (Configuration Menu > Fulfillment > Courses > Citation Processing Rules). This option is selected by default.