Skip to main content
ExLibris
  • Subscribe by RSS
  • Ex Libris Knowledge Center

    Manual Jobs

    Translatable
    To run a manual job, you must have roles that enable you to:
    1) Access the Run a Job – Select a Job to Run page, and
    2) Run the job.
    To access the page, you must have one of the roles that is listed in Roles column of the Manual Jobs by Content Type table.
    Only jobs that you can run (that are available to your user roles) appear on the Run a Job – Select Job to Run page.

    This section presents how to run a job manually on a defined set of objects, such as a list of PO lines or physical items.

     
    To run a job on a set:
    1. If there are no sets defined or if you require a specific set for the job you are running, you must first define the set. For information on defining sets, see Managing Search Queries and Sets.
    2. On the "Run a Job – Select Job to Run" page (Admin > Manage Jobs and Sets > Run a Job), find the job you want to run. Note that each job requires you to have a certain role to view the job in the table; see Manual Jobs and Their Relevant Parameters.
      run_a_job_select_a_job_ux.png
      Run a Job - Select Job to Run Page
      For each job, the following information appears:
      Run a Job – Select Job to Run Page Columns
      Name Description
      Name The name of the job.
      Description A description of the job.
      Content Type The type of set that the job processes. For example, physical titles, digital titles, bibliographic records, and so forth.
      Type The type of request or job that runs (for example, export, move items, or requests).
    3. Select a job and select Next.
      The Run a Job - Select Set page appears.
      run_a_job_select_a_set_ux.png
      Run a Job - Select Set Page
    4. Select a set and select Next.
      If there are parameters to set, the Run a Job - Enter Task Parameters page appears. If there are no parameters to set, the workflow skips this page.
      run_a_job_enter_task_parameters_ux.png
      Run a Job - Enter Task Parameters (Example) Page
      The number of members in the set that you selected in the last step appears on this page. Verify that this number is similar to what you expected based on the selected set.
      Enter the required parameters. To see the parameters required to configure for each job, see Manual Jobs and Their Relevant Parameters.
    5. Select  Next. The Run a Job - Review and Confirm page appears.
      run_a_job_review_and_confirm_ux.png
      Run a Job - Review and Confirm (Example) Page
    6. Optionally enter a more descriptive job name to replace the default one. The name identifies this job for editing and monitoring.
      • The number of members in the set that you selected in the last step appears on this page. Verify that this number is similar to what you expected based on the selected set.
      • For more information on the API Information section, see the Developer's Network documentation.
    7. Optionally, set a scheduled period to run the manual job, whether it is a periodic task or one-time operation. The Schedule section enables jobs to be executed automatically. You can configure the schedule using predefined job scheduling options.
      Scheduled jobs run as close as possible to their scheduled time.
      Configure email notifications that are sent after the job runs (Email Notifications). For more information, see Configuring Email Notifications for Scheduled Jobs.
      Scheduler for Manual Jobs
      Scheduler for Manual Jobs
    8. Review the job information and:
      • Select Submit and select Confirm in the dialog box to run the job.
      • Select Back to go back and correct any information that you entered.
        When you select Back, you are taken back one page at a time. You can select Back on any page to go back to the previous page.
      • Select Cancel to delete what you entered and return to the home page.

    Manual Jobs and Their Relevant Parameters

    The following table lists the available manual jobs that can be run on defined sets. To run the job, you must have one or more of the roles in the Roles column.
    Manual Jobs by Content Type
    Name Content Type (set type) Type Description and Parameters Roles
    • CNMARC Set Authority Records Cataloging Level
    • Set Authority Records Cataloging Level
    • UNIMARC Set Authority Records Cataloging Level
    Authority MMS
    • CNMARC Set Authority Records Cataloging Level
    • Set Authority Records Cataloging Level
    • UNIMARC Set Authority Records Cataloging Level
    Authority MMS
    • CNMARC Set Authority Records Cataloging Level
    • Set Authority Records Cataloging Level
    • UNIMARC Set Authority Records Cataloging Level
    Delete Local Authority Records Authority MMS Withdraw Deletes local authority records that are not locked for editing. Disconnects the related bibliographic records from the deleted authority records.
    Parameters:
    There are no parameters to define.
    Catalog Manager, Catalog Administrator
    Export Authority Records Authority MMS Export Exports local authority records. Note that your environment must be configured to support the management of local authorities. To view the results in Alma, see Viewing Files Exported Using Export Jobs. For more information, see Exporting Metadata.
    Parameters:
    Catalog Manager, Catalog Administrator, Cataloger
    * user-defined authority normalization jobs Authority MMS MARC21 authority normalization
    UNIMARC authority normalization
    CNMARC authority normalization
    GND authority normalization
    Alma provides support for creating jobs that make global changes to locally managed authorities based on Drool-based normalization rules. For more information, see Performing Global Changes on Locally Managed Authority Records.
    Parameters:
    Select the Drools-based normalization rule. 
    Catalog Manager, Catalog Administrator
    Add Bib to Collection Bibliographic title MARC21 Bib Normalization Assigns imported titles to a collection according to the value of the 787 field of the MARC record. Catalog Manager, Catalog Administrator
    Add Reminders Bibliographic title Metadata Management Adds reminders to bibliographic records. See Working with Reminders for more information. For the job report, see Add Reminders Job Report. Cataloger, Cataloger Extended
    Add Titles to Collection Bibliographic title Information Update Adds titles of a set to a collection
    Parameters:
    • 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
    Course Bulk Update Courses Course Performs the following actions on a set of courses:
    • 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.

    Parameters:

    Delete course – When selected, all other fields are hidden. Deletes the course.

    Processing department – Updates all courses in the set with the selected processing department.

    Academic department – Updates all courses in the set with the selected academic department.

    Terms list – Adds courses in the set with the selected list of terms. Note that this does not update nor remove existing terms.

    Add instructor – Adds the selected instructor to all courses in the set. When a user is added, it is automatically assigned the Instructor role.

    Remove instructor – Removes all instructors (All) or a specific instructor (Select instructor) from all courses in the set.

    Start date – Updates all courses in the set with the specified start date, which must be earlier than the end date.

    End date – Updates all courses in the set with the specified end date, which must be later than the start date.

    Submit list by – Using the drop-down options, all courses in the set with a specified date in the Submit list by field:

    • 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. 

    Year – Using the drop-down options, all courses in the set with a specified year in the Year field are updated:

      • 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.

    Remove list association – Disassociate the course from all reading lists.

    Update course in DCS – Librarians update their DCS courses in bulk to match their Alma courses.

    Leganto create list - reminder email – Create an email to remind instructors to create lists for courses.

    Set course visibility – Archive/unarchive courses in bulk. By default, no option is selected.

    Course
    Reserve Manager (with institution-level scope)

    Citation Insights Citations Insights
    Provides insights regarding the usage of citations on a list. The job identifies citations with high or low usage on a variety of metrics. These insights can help inform purchasing and licensing decisions regarding the appropriate number of licenses or copies to support the students taking the course.
    Citation Insights Job.png
    Citation Insights job configuration screen
    When running the job, you will first select a set of citations. Then you can select which usage insights you would like to receive by checking the checkboxes. For each, you will enter a value to represent your definition of high or low usage. For example, for High demand loan insight, you can enter 20 to indicate that a ratio of 20 or more loans per copy will be considered a high value and will trigger the high demand loan insight.
    The values you enter must be whole numbers and cannot be less than zero.

    The usage insight options include:

    • High demand loan insight: Citations for physical resources where the loan per copy ratio is equal to or greater than the defined ratio. 
    • Low demand loan insight: Citations for physical resources where the loan per copy ratio is equal to or lower than the defined ratio.
    • High demand reserve loan insight: Citations for physical resources in a specific location where the loan per copy ratio is equal to or greater than the defined ratio.
    • Low demand reserve loan insight: Citations for physical resources in a specific location where the loan per copy ratio is equal to or lower than the defined ratio. 

    For the high demand and low demand reserve loan insights, you must also define the library and location or locations that you would like to include. For example, you may wish to only report on items in a specific reserve or short-loan location.

    • High usage insight: Citations for electronic portfolios where the usage per concurrent license ratio is equal to or higher than the defined ratio.
    • Low usage insight: Citations for electronic portfolios where the usage per concurrent license ratio is equal to or lower than the defined ratio.

    The high usage and low usage insights require that concurrent users is mapped to a license section and configured to display in the license terms in Alma.

    Concurrent User_2.png

    Alma will only check titles where all of the portfolios have a defined concurrent user license term. If there are multiple portfolios for a citation and one does not have a concurrent user restriction, the citation is skipped. Otherwise, Alma will calculate the usage per concurrent user license.

    For all insights, the usage is calculated based on the start and end dates of the citation’s course. In situations where the citation is used in multiple courses, the calculation is based on the earliest start date and the latest end date.

    You can view the results in the Job Report:

    UsageInsights Report.png

    Citations Insight job report

    Select an individual insight to view the citation details for the insight:

    Example of an Insight Report.png

    Example of citation details for an insight
     
    Delete Bibliographic Records Bibliographic title Withdraw Deletes bibliographic records. See Deleting Sets of Bibliographic Records.
    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_02.png
    Records with PO Lines Identified in the Excel File
    Parameters:
    Select whether or not to delete:
    • Records that are related to other records
    • All associated inventory resources

    You can view the results in the Job Report:

    delete bib records job report_new layout.png

    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.

    The job report is limited to 10,000 records. If there are more than 10,000 records for the report to handle, the following report error is generated: The report was not generated due to the number of records required to be calculated.
    Catalog Manager, Catalog Administrator
    Export Bibliographic Records Bibliographic title Export 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.
    Parameters:
    • 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
    Deleted records in a set are not shown in the exported results.
    Catalog Manager, Catalog Administrator, Cataloger
    Identify records that are not used in the Network Bibliographic title Metadata Management Identifies bibliographic records that are not used. Select a title set (All titles, physical titles, electronic titles, and/or digital titles) and any additional criteria according to the parameters to identify what is meant by "unused". The identified records are placed in a new set.
    This job must be run from your Network Zone.
    Parameters:
    Output set name - The name of the new set to create containing the unused records.
    For the remaining parameters, all records from the input set that match all (the union) of the selected criteria are included in the output set.
    • 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
    Catalog Manager, Catalog Administrator
    Identifying Brief Level Bibliographic title Management Tags Calculates the brief level of records. For more information, see Working with Brief Record Levels. Catalog Manager, Catalog Administrator
    Set Management Tags Bibliographic title Management Tags Updates management tags for MMS records
    Parameters:
    • 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
    Catalog Manager, Catalog Administrator
    Link a Set of Records to the Network Zone Bibliographic title Metadata Management Link local records to records in the Network Zone. See Copying and/or Linking Local and Network Zone Bibliographic Records.
    Parameters:
    • 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.

    When a record is being contributed to the NZ, the Originating System and the Originating System ID are also checked in the NZ.

    Catalog Manager, Catalog Administrator
    • MARC21 Bib Initial Normalization
    • UNIMARC Bib Initial Normalization
    Bibliographic title
    • MARC21 Bib normalization
    • UNIMARC Bib normalization
    Runs a set of normalization tasks on a set of bibliographic records. See Configuring Cataloging.
    (When configuring cataloging, this job is run on records imported using an import profile.)
    Catalog Manager, Catalog Administrator
    • MARC21 Bib normalize on save
    • CNMARC Bib normalize on save
    • KORMARC Bib normalize on save
    • UNIMARC Bib normalize on save
    Bibliographic title
    • MARC21 Bib normalization
    • CNMARC Bib normalization
    • KORMARC Bib normalization
    • UNIMARC Bib normalization
    Runs a set of normalization tasks on a set of bibliographic records. See Configuring Cataloging.
    (When configuring cataloging, this job is run when a record is saved.)
    Catalog Manager, Catalog Administrator
    • MARC21 Bib Resequence
    • CNMARC Bib Resequence
    • KORMARC Bib Resequence
    • UNIMARC Bib Resequence
    Bibliographic title
    • MARC21 Bib normalization
    • CNMARC Bib normalization
    • KORMARC Bib normalization
    • UNIMARC Bib normalization
    Runs a set of normalization tasks on a set of bibliographic records. See Configuring Cataloging.
    (When configuring cataloging, this job is run when resequencing records.)
    Catalog Manager, Catalog Administrator
    • MARC21 Bib Resequence and Clear Empty Fields
    • CNMARC Bib Resequence and Clear Empty Fields
    • KORMARC Bib Resequence and Clear Empty Fields
    • UNIMARC Bib Resequence and Clear Empty Fields
    Bibliographic title
    • MARC21 Bib normalization
    • CNMARC Bib normalization
    • KORMARC Bib normalization
    • UNIMARC Bib normalization
    Runs a set of normalization tasks on a set of bibliographic records. See Configuring Cataloging.
    (When configuring cataloging, this job is run when resequencing records and clearing empty fields.)
    Catalog Manager, Catalog Administrator
    Prevent FRBR and/or Dedup in Discovery Bibliographic title Discovery Management Enables/disables the FRBR and/or Dedup processes on a set of bibliographic records. Discovery - Admin
    Recalculate Local Resource Types Job Bibliographic title Discovery Management Push records to Primo VE when you do not want to wait for a scheduled re-indexing. Based on the local resource types defined on the the Local Resource Types page (see Configuring Local Resource Types for Primo VE), local resource types are recalculated for the specified set of bibliographic records. Discovery - Admin
    Remove Titles from Collection Bibliographic title Information Update Removes titles of a set from a collection
    Parameters:
    • Collection – select the collection from which you want to remove the titles.
    Collection Inventory Operator
    Remove Vendor Data 856 Bibliographic title MARC21 Bib Normalization

    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.

    Catalog Manager, Catalog Administrator
    • Set Bib Records Cataloging Level
    • Cnmarc Set Bib Records Cataloging Level
    • Kormarc Set Bib Records Cataloging Level
    • Unimarc Set Bib Records Cataloging Level
    Bibliographic title
    • MARC21 Bib Normalization
    • CNMARC Bib normalization
    • Kormarc Bib normalization
    • UNIMARC Bib normalization
    Assign cataloging level to bibliographic records.
    Parameters:
    Select the cataloging level for the records.
    Catalog Manager, Catalog Administrator
    Suppress Bib Records from Discovery
    Bibliographic title
    MARC21 Bib Normalization
    Marks bibliographic records as suppressed or non-suppressed from discovery (Primo, Primo Central, and Google Scholar).
    Parameters:
    Select whether or not to suppress from discovery.
    Catalog Manager, Catalog Administrator
    Suppress Bib Records from Discovery DC Bibliographic title Qualified DC Normalization Marks DC bibliographic records as suppressed or non-suppressed from discovery (Primo, Primo Central, and Google Scholar).
    Parameters:
    Select whether or not to suppress from discovery.
    Catalog Manager, Catalog Administrator
    Suppress Bib Records from Discovery DCAP01 Bibliographic title DC Application Profile 1 Normalization Marks DCAP01 bibliographic records as suppressed or non-suppressed from discovery (Primo, Primo Central, and Google Scholar).
    Parameters:
    Select whether or not to suppress from discovery.
    Catalog Manager, Catalog Administrator
    Suppress Bib Records from Discovery DCAP02 Bibliographic title DC Application Profile 2 Normalization Marks DCAP02 bibliographic records as suppressed or non-suppressed from discovery (Primo, Primo Central, and Google Scholar).
    Parameters:
    Select whether or not to suppress from discovery.
    Catalog Manager, Catalog Administrator
    Suppress Bib Records from Discovery MODS Bibliographic title MODS Normalization Marks MODS bibliographic records as suppressed or non-suppressed from discovery (Primo, Primo Central, and Google Scholar).
    Parameters:
    Select whether or not to suppress from discovery.
    Catalog Manager, Catalog Administrator
    Synchronize Bib Records with External Catalog Bibliographic title MARC21 Bib Normalization Marks bibliographic records for synchronization or no-synchronization with an external catalog (OCLC).
    Parameters:
    Select whether or not to synchronize the records (or only the holdings) with an external catalog.
    Catalog Manager, Catalog Administrator
    Synchronize MMS with National Catalog Bibliographic title MARC21 Bib Normalization Marks whether records should be published to Libraries Australia (by the Upload Holdings to Libraries Australia job). For information, see Publishing to Libraries Australia.
    Parameters:
    Select to publish or suppress the bibliographic records.
    Catalog Manager, Catalog Administrator
    Unlink a set of records from the Network Bibliographic title Metadata Management Unlinks bibliographic records identified by a specified a set (All titles, Physical titles, Electronic titles, or Digital titles) from the Network Zone.
    This job takes no parameters.
    For more information on unlinking a set of records from the Network Zone, see the Unlink a Set of records from the Network video (1:47 mins).
    Catalog Administrator
    Unlink Bib Records from Authority Records Bibliographic title Metadata Management Unlinks bibliographic headings that have been authorized/linked to Community Zone records so that institutions wanting to implement local authorities can subsequently authorize/link those same bibliographic headings to local authority records.
    This job takes no parameters.
    Catalog Administrator
    * user-defined MARC21 bibliographic record normalization jobs Bibliographic title MARC21 Bib Normalization Alma provides support for creating jobs that make global changes to locally managed bibliographic records based on Drool-based normalization rules. For more information, see Working with Normalization Processes.
    Parameters:
    Select the Drools-based normalization process. 
    Catalog Manager, Catalog Administrator

    Import CZ Records from CN/NZ Members Task

    CN import Community Zone member (internal)

    Import

    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.

    Catalog Manager
    Thumbnail Generation Digital file Thumbnail Generate a thumbnail for each digital file in a set.
    Parameters:
    • Generate - generated thumbnails are added where no thumbnail exists.
    • Generate and Overwrite - generated thumbnails are added for all files in the set. If one already exists, it is overwritten with a generated thumbnail.
    • Use default - thumbnails are removed for all files in the set and the default image for the file type is used as the thumbnail.
    Thumbnail auto-generation is limited to files under 500MB.
    Digital Inventory Operator, Collection Inventory Operator
    Extract Fulltext Digital file Fulltext Extract fulltext from files
    Parameters:
    • Overwrite provided – overwrite provided fulltext files with the extracted fulltext files
    In order for Alma to properly extract the fulltext from the image, the correct language must be indicated in the bibliographic record of the image file.
    • For Dublin Core in the dc:language or dcterms:language field, a two or three letter code
    • For MARC21 in the 008 control field, a three letter code
    • For MODS in the mods:language field, a three letter code

    The following is a list of languages for which fulltext generation is supported and their language codes:

    • English (en/eng)
    • French (fr/fre)
    • Spanish (es/spa)
    • Italian (it/ita)
    • German (de/deu)
    • Hebrew (he/heb)
    • Arabic (ar/ara)
    • Russian (ru/rus)
    • Korean (ko/kor)
    • Chinese (simplified) (zh/zhu)

    If no language is indicated in the bibliographic record, the fulltext extraction is based on the institution's default language.

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

    Digital Inventory Operator, Collection Inventory Operator
    Delete Fulltext Digital file Fulltext Delete fulltext objects
    Parameters:
    • Include provided – delete provided fulltext files in addition to the extracted fulltext files
    Digital Inventory Operator, Collection Inventory Operator
    Download Digital Titles Inventory Digital file Export

    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.

    Digital Inventory Operator, Digital Inventory Operator Extended, Repository Manager, Repository Administrator
    Export Digital Titles Digital title Export Export digital bibliographic records with details about the files and their storage location. To view the results in Alma, see Viewing Files Exported Using Export Jobs. Also see Exporting Metadata.
    Parameters:
    • Target Format - select one of the following options:
      • No Conversion - no conversion is performed
      • OAI DC - the exported records are converted to OAI DC format
    • Bibliographic record formats to include - select the format of the records in the set that you want to export. The formats available depend on your configuration settings.
    • Number of records in file
    • Export folder (Private or Institution; see Viewing Files Exported Using Export Jobs)
    • FTP configuration (see Configuring S/FTP Connections)
    • FTP sub-directory
    Digital Inventory Operator, Repository Administrator, Repository Manager
    Export Handles Digital title Export Export bibliographic records with generated handles.
    Parameters:
    • General Information
    • Authentication
      • Authentication
        • No Authentication (default) – no authentication information is added
        • Public/Private Key
        • Secret Key
      • Admin Handle – the Admin handle to add to the exported file for authentication
      • Admin Index – the Admin index to add to the exported file for authentication
      • Private Key File Path (for Public/Private Key authentication)
      • Passphrase (for Public/Private Key authentication)
      • Password (for Secret Key authentication)
    • Parameters
      • Operation
        • Create
        • Add
        • Modify
        • Remove
        • Delete
      • Add Index
        • Index – the index to add to the handle
        • URL – the URL to add to the handle
    Digital Inventory Operator, Digital Inventory Operator Extended, Repository Administrator, Repository Manager
    Change Representation information Digital title Information Update Update representation information for a set of digital titles.
    Parameters:
    Under the Apply Only For section, indicate the criteria to determine for which representations you want the changes to apply. The following criteria are available:
    • 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
    • All of the Apply only for parameters must match for a representation to be handled.
    • The Condition drop-down list is available for the Label and Public Note fields. If a condition does not apply, only that specific field change is ignored, but the rest of the fields are changed.
    • You can delete public notes by selecting the Public Note field and leaving it empty.
    Digital Inventory Operator, Digital Inventory Operator Extended, Repository Manager, Repository Administrator
    Update Logical Collections from Set Digital title Information Update Update logical collections according to their set queries.
    Parameters:
    • Collection – Select a default collection in which to put all digital titles that do not have a collection after this job is run.
    Digital Inventory Operator, Digital Inventory Operator Extended, Repository Manager, Repository Administrator
    Change Record DC Application Profile Digital title Metadata Management Change the schema of DCMI records.
    Parameters:
    • 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.
    General System Administrator
    Download Digital Titles Inventory Job Digital title Export Download the digital inventory of digital titles
    Parameters:
    Under the Apply Only For section, indicate the criteria to determine for which representations you want the changes to apply. The following criteria are available:

    The Download Digital Titles Inventory Job is limited to 15 minutes to copy the file and generate the zip. In cases where the generated zip file is very large and exceeds 15 min., the job will fail.
    It is recommended (with large files) to split the set and then run the job.

    Digital Inventory Operator, Digital Inventory Operator Extended, Repository Manager, Repository Administrator
    Media Conversion Digital title Migration Convert video and audio files to MPEG-4 or streaming formats
    Parameters:
    Under the Apply Only For section, indicate the criteria to determine for which representations you want the changes to apply. The following criteria are available:
    Under the Processing section, the following options are available:
    • Original Representation
      • No change
      • Deactivate
      • Delete
    • Output Format
      • HTTP Live Streaming (HLS)
      • MPEG-4
      • Converting to HLS format produces a file that is approximately 10 times the size of the original file. This should be taken into account for storage calculations.
      • When converting to MPEG-4 format, if the original format had an associated captions file (.vtt file) the captions file is retained with the new format.
    Under the Target Representation section, indicate the criteria for the new representation. Any criteria not selected is copied from the source representation. The following criteria are available:
    Digital Inventory Operator, Digital Inventory Operator Extended, Repository Manager, Repository Administrator
    Remote Representation Migration Digital title Migration Migrates representations from a remote digital management system to Alma.
    Creates an Alma representation from a remote representation by importing the file to which the remote representation refers.
    Parameters:
    • File Source – the direct URL of the remote representation's file. Must be open and downloadable. Select Delivery URL to use the representations' delivery URL or Other URL and use the representations' linking parameters to construct an alternative URL template.
    • Add HTTP Request Header – Add a header to the HTTP request when creating representations from remote repositories that have the following access right restrictions:
      • IP Restrictions
        • Name – X-Forwarded-For
        • Value – an IP address
      • Authentication
        • Name – Authorization
        • Value –
          • the authentication type (for example, Basic)
          • and the credentials: (username:password encoded in Base64. For example, aladdin:opensesame would be encoded to YWxhZGRpbjpvcGVuc2VzYW1l)

          So an example Value is: Basic YWxhZGRpbjpvcGVuc2VzYW1l

    • Add exclude rule – select to exclude irrelevant files, based on response header information:
      • Name – select content type or content length
      • Operator – select the operator
      • Value – select the value by which to exclude the file
    • Representation Provenance ID – the provenance ID for the representation
    • File provenance ID – the provenance ID for the file
    • Access Rights Policy – select an access rights policy to apply to the Alma representation
    • Note – enter a note for the Alma representation
    Notes:
    • Each Alma representation is created in the same library as the source remote representation. It will have the same label as the source remote representation and will have a PRIMARY usage type.
    • This job does not remove the remote representation. This can be done separately using the Withdraw Digital Representations job.
    • The job must be able to download each file within 5 minutes. To shorten the duration of the job by not attempting to download large files, use the exclude option above.
    • The job will not create an empty representation. If a file is excluded or the job fails to download a file, no representation are created. This is reflected in the job report.
    • Standard HTTP redirection is supported.
    Repository Manager, Repository Administrator
    Generate Representation from Existing Bib Bibliographic title Migration
    Create a representation with inventory based on the URL located in the bibliographic record's 856 $u field. Only one representation is created.
    Parameters:
    • 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

    For example: Add X-Forwarded-For = 95.172.90.171
    example of add http request header.png

    • 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
    Digital Inventory Operator, Digital Inventory Operator Extended, Repository Manager, Repository Administrator
    Withdraw Digital Representations Digital titles Withdraw Deletes remote and local digital objects.
    Parameters:
    • Apply only for
      You can limit the job to run on set members according to the following parameters:
      • Remote
      • Active
      • Repository Name
      • Usage Type
      • Library
      • Entity Type
      • Access Rights Policy
      • Label
    • Handling bibliographic records without inventory
      Choose whether to delete the bibliographic records, suppress them from publishing, or do nothing. By default, the bibliographic records remain intact in your repository, whether or not you delete the objects.
      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)).
    Digital Inventory Operator Extended, Repository Manager, Repository Administrator
    Move Electronic portfolio information Electronic collections Information Update Moves the PO lines and/or licenses of existing portfolios in a set of electronic collections to new portfolios in a target electronic collection.
    Parameters:
    Step 1
    • Select the job Move electronic portfolio information.
    Step 2
    • Select the set of electronic collections whose portfolio PO lines will be moved to the target set selected in Step 3.
    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.
    One of the parameters, Move PO lines or Move licenses must be selected. If neither option is selected and you select Next for the next step, an error message appears. When radio button options are presented for each check box parameter, you must select an option; or an error message appears when you select Next for the next step.
    Step 4
    • 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.
    When the Move electronic portfolio information job is run, it checks for a match of the portfolios in the source set of electronic collections against the portfolios in the target electronic collection. A match is determined when a source portfolio (with a PO-line and/or a license to be moved depending on the selected job parameters) and the target portfolio share any of the following:
    • The same bibliographic record
    • ISSN
    • e-ISSN
    • ISBN
    • e-ISBN
    When working with Community Zone-linked collections, the parameters that determine the matching are only relevant if a portfolio was not found in the Community Zone and a local portfolio is to be created. If a portfolio was found in the Community Zone, the match parameters are not relevant.
    This job only handles the simple use case in which a single source portfolio is matching a single destination portfolio linked to the same bibliographic record. If there are two or more source portfolios with different PO lines and a single target portfolio that all share the same bibliographic record, these situations will be skipped and identified in the job report. This is also true for the use case where a single source portfolio with a PO line matches two target portfolios that all share the same bibliographic record. These situations will be skipped and identified in the job report. See Move Electronic Portfolio Information Job Report.
    When the Move PO lines parameter is selected and the target portfolio already has a main PO line, the source portfolio's main PO line is moved to the target portfolio's additional PO line list.
    After a PO line is moved, the source portfolio is disconnected from the PO-line; and the source portfolio will no longer point to the PO line.
    If the Set PO line access provider parameter is selected, the chosen vendor is updated in the main PO line of the target portfolio. The chosen access provider is not applied to any additional PO lines that may be moved.
    If the If PO line already has an access provider parameter is selected and the Override option is selected, the chosen access provider for both the source portfolio's main PO line and the target portfolio's main PO line (when the target already has a PO line) will be updated with the chosen access provider. And, when the target already has a main PO line, the source portfolio's main PO line is moved to the target portfolio's additional PO lines.
    When the Move licenses parameter is selected, the license of the source portfolio is moved to the target portfolio. If the target portfolio already has a license and the Override option has been selected, the license that is replaced in the target portfolio is moved to the list of historical licenses. If the Move historical licenses parameter is selected and the target portfolio already has historical licenses, the source portfolio's historical licenses are added to (not replacing) the target portfolio's list of historical licenses.
    Electronic Inventory Operator, Repository Manager, Repository Administrator
    Delete External Data Sources External data source Discovery Management For Primo VE, this job removes records (which were previously loaded with a discovery import profile) for the specified external data source. For more information, see Deleting External Data Sources for Primo VE. Discovery - Admin
    Cancel Physical Items Requests Physical item Request

    Cancels open requests for physical items.

    Parameters:
    Provide a cancelation reason and a note, as required.
    Select whether to cancel only requests that are still in the pickup stage. Only  queued requests will be canceled (because the item is on loan or in a work order status). Requests already on the Hold Shelf will not be canceled.
    Fulfillment Administrator
    Change Loan to Claimed Returned Physical item Loan Updates item loan status to claimed returned.
    There are no parameters to set.
    For more information, see Claimed Return in Managing Patron Services
    Circulation Desk Manager, Fulfillment Administrator, Repository Manager
    Change Holdings Information Physical item
    Physical titles
    Information Update Updates holdings information for physical items or physical titles. For more information, see Performing Global Changes on Holdings Records and the surrounding sections.
    Parameters:
    • 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.
    Repository Manager, Repository Administrator
    Change Physical Items information Physical item Information Update

    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. 

    When moving a serial item from one holdings to another, whether in the same bibliographic record or a new one, this action may detach the item from its original PO line. If this is the last item under this holdings, it may cause the PO line to be without any resource.

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

    Parameters:
    The parameters correspond to the options available on the Physical Item Editor tabs (to access it, do a repository search for physical items and select Edit for one of the items in the search results list). For more information, see Repository Search Results and Updating Item-Level Information.
    Select the checkbox at the beginning of each row for which you want to make a change.
    For each parameter (other than the Change location fields parameters), select if the change is to occur:
    • Unconditionally
    • Only if the field is empty
    • Only if the field is not empty
    • The permanent location can be changed even for a loaned item.
    • If you select Remove temporary library and location, you must also select Remove temporary item indication; or you will receive an error message in the job report.
    • When an item changes location and a new holdings record is created, then if the old holdings has no more items: the old holdings record is deleted; if a PO line was attached to the old holdings, the PO line becomes detached from any holdings. If the old holdings has other items, the old holdings and any PO line attached to it remain in place.
    • The Item policy field can be used to change the item policy for the item’s permanent location, not for its temporary location.
    • Items are updated as missing only if the process status is empty (if the parameter is set accordingly) or if the item is defined as Technical (migration).
    • For the Note fields, the Note content is deleted and replaced when you select to change a note Unconditionally or Only if the field is not empty.
      • The Append to field option enables libraries to append a new note to the existing note, separated by a space and a semicolon. This is useful when wanting to add a note to all items in a set, without losing previous notes that were added to these items.
    • When updating the Statistics Note, see Configuring Statistics Notes for information about configuring fixed dropdown lists of options for statistics notes.n.
    • The indicators of the holdings 852 field are changed according to the settings in your default holdings template.
    • When adding In Process Type to an item, only work order types at the institution level are supported. When selecting a department for the process type, only departments that serve the entire institution are available (except for the OTB AcqWorkOrder type. For acquisitions and technical services, where departments that serve specific libraries are often used and therefore can be selected - if an item that cannot be served by the department is included in the set, it appears as not listed in the item editor until the process type is removed).

    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. 

    Alma supports the "bc" model (i.e. 852 $$b and $$c) when looking for a matching holdings record, rather than the "bch" model (i.e. 852 $$b and $$c and $$h).

    Therefore, the call number, 852 $$h, is not compared, and once the bib record has a holding with the desired $$b and $$c, it is considered a match.

    This checkbox appears only when the below takes place (for details, see Joint User of Inventory in Consortia):

    • The item is attached to a Network Zone bibliographic record,
    • AND The item is assigned to a remote location, i.e., a physical location that is marked as a 'host location'.
    Repository Manager, Repository Administrator
    Close Lost Loans Physical item Loan Closes lost loans.
    All loans of the items in the fulfillment set are closed (even if they are not marked as Lost).
    This job closes both paid and unpaid lost loans but does not delete the item associated with the loan. Any fines or fees associated with the loan remain on the patron's record.
    If a lost loan is returned after the loan has been closed, the Lost Item Replacement Fee Refund Ration policy is not invoked; rather, any credit due for the returned loan must be applied manually to the patron's record.
    After running this job, the item’s process type changes to Missing.
    The item process type only changes to Missing if the close_paid_lost_loan parameter is set to False.
    Parameters:
    There are no parameters to configure.
    Fulfillment Administrator, Repository Manager (with institution-level scope)
    Create Physical Item Move Requests Physical item Information Update Updates item information and initiates the transit process that moves physical items to a new location. Note that the items do not appear on the Pick from Shelf list (they appear here only if moved manually). Sends the letter Ful Transit Slip Letter, which can be printed out and becomes attached to the items.
    Parameters:
    • 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
    Repository Manager, Repository Administrator
    Create Physical Item Work Orders Physical item Request Creates a work order request for physical items.
    Parameters:
    • Work order type (required)
    • Department (required)
    • Whether to mark the items as Do not pick up from shelf.
    Watch the How to create a work order for multiple items video (5:45 minutes).
    Fulfillment Administrator
    Export Physical Items Physical item Export Exports physical items from any title-level set. To view the results in Alma, see Viewing Files Exported Using Export Jobs. Also see Exporting Metadata.
    Parameters:

    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.

    Receiving Operator, Repository Manager, Repository Administrator
    Export Physical Items Labels Physical item Export Exports physical item labels for printing. To view the results in Alma, see Viewing Files Exported Using Export Jobs. Also see Exporting Metadata.
    Parameters:
    Receiving Operator, Repository Manager, Repository Administrator
    Rebuild Physical Item Description Physical item Information Update Generates descriptions based on templates that include enums/chrons, item forms, and rules.
    Parameters:
    There are no parameters to define.
    Repository Manager, Repository Administrator
    Withdraw Physical Items Physical item Withdraw Validates that the items in the selected physical titles or physical items set are eligible for deletion (for example, they are not on loan or linked to an active PO line) and deletes them. For more information, see Withdrawals.
    Parameters:
    • 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
    If this job is run on a set of physical titles, the items in the set are withdrawn even if the Keep holdings option is selected and regardless of whether the same bibliographic record has multiple holdings records in different libraries. If this job is run on a set of physical Items, only the specific items in the set are withdrawn. Even if a bibliographic record has multiple holdings records in different libraries and each holdings record has items, only the items that are in the selected physical items set are withdrawn. Other items are not withdrawn.
    When running the Withdraw items job, Alma checks to determine whether an item has an open order. Items with open orders are not withdrawn by the Withdraw items job. On the Job Report page, items with open orders are identified in the Number of unmanaged items count and an error message appears in the Report Table section of the Job Report page identifying the specific type of error.

    Repository Manager, Repository Administrator

    Cancel Physical Titles Requests Physical title Request Cancels open requests for physical titles.
    Parameters:
    Provide a cancelation reason and a note, as required.
    Fulfillment Administrator
    Delete Holdings records with no Physical items Physical title Withdraw Deletes holdings records with no items (and not linked to a PO line). The job uses a set of bibliographic records (Physical titles) and evaluates the holdings records attached to those bibliographic records for deletion.
    Parameters:
    • 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
    For more information on deleting holdings records with no items, see the Delete Holdings Records with No Items video (2:15 mins).

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

    Change Electronic Portfolio Information Portfolio Information Update Updates portfolio information locally for electronic portfolios. For more information, see Performing Global Changes on Portfolios Using a Job.
    Parameters:
    • 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 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.
    • 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
    Repository Manager, Repository Administrator,
    Electronic Inventory Operator
    Delete Electronic Portfolios Portfolio Withdraw Deletes portfolios. For more information, see Deleting Local Portfolios.
    Parameters:
    Select the actions to perform:
    • 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
    Electronic Inventory Operator Extended, Repository Administrator, Repository Manager
    Export Electronic Portfolios
    Portfolio
    Export
    Exports electronic portfolios in the following types of sets: electronic portfolio, electronic title, and all titles. The output format of the export file is either the TXT, KBART, or Google Scholar (which is based on the institutional_holding.xsd file) format. Note that only active portfolios are exported, except in the case of a KBART export, in which inactive portfolios are also exported. (The Number of records without active Electronic inventory (skipped) counter in the job report lists the records that were not exported because they are inactive.) To view the results in Alma, see Viewing Files Exported Using Export Jobs. Also see Exporting Metadata.
    By default, if there is only a Print ISSN/ISBN or only an E-ISSN/ISBN, Alma maps the existing value to both print and online identifier fields. This behavior can be changed by setting the customer parameter "temp_kbart_identifier_export" from false to true. When this change has been made, Alma will export only the print ISSN/ISBN to the print identifier field, and only the E-ISSN/ISBN to the online identifier field, leaving it empty in the export file if missing in Alma.
    Parameters:
    • 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
    For more information about exporting portfolios in .txt format, see the Export Portfolios in .txt Format video (5:36 mins). For more information about exporting portfolios in KBART format, see the Export Electronic Portfolios in KBART Format video (6:03 mins).
    Electronic Inventory Operator, Repository Manager
    • Bib OCLC Republish Set of Titles
    • Republish Holdings records to OCLC (LHRs)
    • Republish a Set of Bibliographic Records to Primo
    Publishing Bulk (set type is bibliographic title)
    Publishing
    Republishes Alma records. Used, for example, when a library or institution changes its name.
    For more information, see Publishing to OCLC, and Exporting Alma Records to Primo.
    • For the Republish a Set of Bibliographic Records to Primo job, the set must contain either MARC records (any combination of MARC21, UNIMARC, KORMARC, ...) or Dublin Core records, not a mixture of both. To ensure that this is the case, when creating the set, use an advanced search and select Record format as a search parameter. For more information, see Search Field Descriptions.
    • Run the OCLC jobs once a day. OCLC processes the published data once a day. If the same records are processed several times a day in Alma, there is no guarantee in which order they will be processed in OCLC, and as a result, the final value in OCLC will not reflect the actual Alma status.
    Parameters:
    There are no parameters.
    Catalog Manager, Catalog Administrator
    • Mark Records to be Published by NZ Job
    • Mark Records to be Published by NZ Job (impl)
    Publishing Bulk (set type is bibliographic title)
    Publishing
    Marks records to be published to Primo by the job Network Zone Publishing Job.
    Run by a member institution in the Network Zone. The impl job is run in the test environment.
    Parameters:
    There are no parameters to define.
    For re-publishing jobs, the counts of processed records might be higher than the submitted number of records. This is due to the job processing each item/deleted inventory on the tree/data structure.
    Catalog Manager, Catalog Administrator
    • Network Zone Republish Set of Titles
    • Network Zone Republish Set of Titles (impl)
    Publishing Bulk (set type is bibliographic title)
    Publishing
    Republishes records to Primo.
    Run by the Network Zone. The impl job is run in the test environment
    Parameters:
    There are no parameters to define.
    Catalog Manager, Catalog Administrator
    Change PO Lines Status Purchase Order line: See Reviewing PO Lines and Closing, Reopening, and Relinking PO Lines Update PO lines Changes the status of PO lines.
    Parameters:
    Select to cancel, close, or delete the PO lines.
    When canceling or closing, you can select to force the cancel or close of PO lines that have outstanding issues and for which a warning message would be displayed in Alma.
    When closing, you can select to remove tasks from the e-activation task list.
    Only PO lines with one of the following statuses can be closed: Waiting for Invoice, Waiting for Renewal, or Waiting for Manual Renewal.
    Purchasing Operator, Purchasing Manager, Acquisitions Administrator
    Update PO Lines Information Purchase Order line: See Reviewing PO Lines and Closing, Reopening, and Relinking PO Lines Update PO lines Updates PO lines in bulk.
    Parameters:
    Select the parameters and conditions by which to update the PO lines. The checkbox to the left of the field must be selected for the parameter to take effect. For information on the parameters that can be updated by this job, see Manually Creating a PO Line.
    Select Manual Renewal to have the PO lines appear in the renewals task list (see Processing Renewals) when the material is due for renewal.
    This job will perform only allowed updates on the selected PO lines. For example:
    • 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 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. .

    For PO lines that are not In Review, only the Update PO Lines Information - Advanced job (see below) can update the Acquisition Method.

    Purchasing Operator and Purchasing Manager roles must be scoped to the institution to run Update POL Lines Information jobs. For more information on scoping roles, see Editing Roles Assigned to Users.

     

    Purchasing Operator, Purchasing Manager, Acquisitions Administrator
    Update PO Lines Information - Advanced Purchase Order line: See Reviewing PO Lines and Configuring Processes Update PO lines Updates PO line attributes after an order is created and sent to the vendor. If the PO line is within a PO:
    • The PO line is removed from the PO and the item is set to In Review.
    If the PO line is in the status of after receiving, it will only update the PO Line type. It will not remove the PO Line from the PO, nor will it send a cancelation letter to the vendor.
    To run a job on a set:
    • 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.

    Purchasing Operator and Purchasing Manager roles must be scoped to the institution to run Update POL Lines Information jobs. For more information on scoping roles, see Editing Roles Assigned to Users.

    Parameters:
    Select PO Line Type to change the Purchase Type of the PO line. The value selected in the next dropdown is the new value that will be assigned to the Purchase Type.
    The purchase type must remain within the same inventory type and continuity. For example:
    • The type can be changed from Database One Time to Electronic Book One Time.
    • The type can be changed from Print Book One Time to Musical Score One Time.
    • The type cannot be changed from Print Book One Time to Journal Continuous (subscription).
    • The type cannot be changed from Print Book One Time to Electronic Book One Time.
    The type is not changed for closed and canceled PO lines.
    Select Acquisition Method to remove the PO line from the PO and set the status to In Review.
    Select PO Line Owner to change the PO line and PO line status as follows:
    • If there is no Acquire For relationship between the new owner and the item's library, Alma removes the item if it is not received. If it is received, the link is removed.
    • If the vendor is not available for this library and the PO line is not yet sent, the PO line status is set to In Review and the vendor is removed from the PO line.
    • If the fund is not available for this library and the PO line is not yet sent, the PO line status is set to In Review and the fund is removed from the PO line.
    Purchasing Operator, Purchasing Manager, Acquisitions Administrator
    Update PO Lines Transactions Purchase Order line: See Reviewing PO Lines and Closing, Reopening, and Relinking PO Lines Update PO lines Adjusts the PO line allocation percentage between funds, or changes the PO line allocation from one fund to another fund.
    Parameters:
    Select to change the list price or quantity for the PO lines, either unconditionally or if the list price/quantity is empty/not empty. For prices less than 1, enter a leading 0. For example, 0.44, not .44. The PO line's currency type does not change.
    Select whether to release encumbrance amounts that remain after paying the invoice.
    Select to change the PO line allocation percentage between funds, or to change the PO line allocation from one fund to another fund.
    The check box to the left of a field must be selected for the parameter to take effect.
    When changing the fund, it is required to enter a percent. If the full order amount should be moved to the new fund, enter 100.
    Purchasing Operator, Purchasing Manager, Acquisitions Administrator
    Update PO Lines Interested Users Purchase Order line: See Manually Creating a PO Line and Configuring Other Settings (Acquisitions). Update PO lines Provides institutions the ability to update the Interested users options on a set of PO Lines.
    Parameters:
    Select the parameters and conditions by which to update the PO lines. The check box to the left of the field must be selected for the parameter to take effect.
    Select options; Notify user upon receiving/activation, Notify upon cancelation and Hold item. For more information, see section on Interested users in Manually Creating a PO Line.
    Purchasing Operator, Purchasing Manager, Acquisitions Administrator
    Update PO Lines Workflow Purchase Order line: See Reviewing PO Lines and Closing, Reopening, and Relinking PO Lines Update PO lines Does one of the following:
    • 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.
    Parameters:
    Select the workflow stage to which you want to set the PO lines.
    Purchasing Operator, Purchasing Manager, Acquisitions Administrator
    Update Set of Research Assets Research Assets

    Research Assets

    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.
    General System Administrator
    Delete Set of Research Assets Research Assets Research Assets

    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.
    General System Administrator
    Register DOI for Research Assets Research Assets

    Research Assets

    Registers DOIs for asset sets.

    General System Administrator
    Update Set of Researchers Research Assets Research Assets Use the job Update Set of Researchers to make changes to multiple researchers at once. 
    Parameters:
    There are no parameters to define.
    Researcher Manager
    Reading List Citation Update Task Reading List Citations

    Updates citations. 

    Parameters:

    • 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 flag 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:
      URM-126492_2.png
      • 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
      • 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

    Book chapter, article, and electronic article cannot be updated in bulk. When manually changing the Citation type from book chapter, the title defaults to the book title, and if the book title field is empty, the chapter title is used. When manually changing a Citation type from article or electronic article, the title defaults to the title filed, and if the title field is empty, the journal title is used. 

    You can also synchronize changes made to bibliographical records with citations, using one of the following options:

    • 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.
    Course Reserve Manager
    Reading List Bulk Update Reading List Reading Lists Updates a set of reading lists.
    Parameters:
    • 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.
    Course Reserves Manager
    Import Research Assets Files Research assets Research assets Appears only if Esploro is enabled for your institution.

    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).

    Research Assets Manager
    Import Research Assets Relations Research Assets Research assets Once assets have been imported from another system, this job creates the relations for each asset in the set. Research Assets Manager
    Export Esploro Handles Research assets Research assets Updates your local Handle server with Esploro inventory. Run the job on the Approved Handles for Export set. 
    Parameters:
    • General Information
    • Authentication
      • Authentication
        • No Authentication (default) – no authentication information is added
        • Public/Private Key
        • Secret Key
      • Admin Handle – the Admin handle to add to the exported file for authentication
      • Admin Index – the Admin index to add to the exported file for authentication
      • Private Key File Path (for Public/Private Key authentication)
      • Passphrase (for Public/Private Key authentication)
      • Password (for Secret Key authentication)
    • Parameters
      • Operation
        • Create
        • Add
        • Modify
        • Remove
        • Delete
      • Add Index
        • Index – the index to add to the handle
        • URL – the URL to add to the handle
    Research Assets Manager
    Index Research Assets Research assets Research assets Appears only if Esploro is enabled for your institution.

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

    General System Administrator
    user defined research assets normalization jobs Research assets normalization Research assets Appears if Esploro is enabled for your institution and you have defined a research assets normalization process. This job normalizes the contents of research assets. See Asset Normalization.
    Parameters:
    Each task has a normalization rule (drools file key) predefined. You can select a different one, if you prefer.
    Research Assets Manager
    Research Assets Export RESEARCH_ASSETS_EXPORT Export research assets Appears if Esploro is enabled for your institution. Exports asset metadata to a file.
    Parameters:
    General System Administrator
    Update/Notify Users User Users Updates parameters for users and/or notifies users.
    This job lets you add roles to users. For roles that have the role parameter "Read Only", this job does not let you set that parameter to selected when adding the role. This job does not let you add roles with other types of role parameters.
    For more information on this job, watch: the Bulk Actions on a Set of Users video (4:33 mins).
    Parameters:
    For the field Added/changed field:
    • 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
    To change internal users to external, or vice versa, select Set Account To and the relevant target account type. If external users are changed to internal users, the users’ passwords are reset to 10 random characters. If you select Don't Generate Password, no password is set; this field appears only if you select one of the Set Account To options.
    To email/notify users, select Send Notification to User and select the notification type. To configure notification types, see Configuring User Notification Types and the User Notifications Letter in Configuring Alma Letters.
    The roles that cannot be updated by this job are:
    • 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
    Legal Deposit Annual Receipt Task Vendor Legal Deposit Annual Receipt Task Sends annual Analytics reports for serial legal deposits to a list of vendors. See Working With Legal Deposits.
    Parameters:
    Select the annual report in Analytics. To configure these options, see Configuring Legal Deposit Report Paths.
    Acquisitions Administrator, Purchasing Manager, Purchasing Operator
    Export URLs Versatile (set type can be titles, portfolios, or items) Export Exports URLs from bibliographic records, electronic resources, and digital titles. To view the results in Alma, see Viewing Files Exported Using Export Jobs. Also see Exporting Metadata. For the job report, see Exported URLs Job Report.
    In order to perform periodic validation tests to find broken links and fix them, you can export the following from Alma:
    • 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.

    With a file of exported URLs, it is possible to test the URLs using third-party, external link checkers such as LinkChecker (https://wummel.github.io/linkchecker/). To support these third-party options, both the CVS and HTML export output formats are provided.
    This also helps with setting up EZproxy.
    Parameters:
    • 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.
    Electronic Inventory Operator, Repository Manager
    Change Electronic Collection Information
    Electronic collections
    Information update
    With this new functionality, library staff can update attributes of a set of electronic collections in batch using a dedicated job.
    Library staff can select which attributes to update and under which conditions.
    This functionality is useful for various use cases such as:
    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.
    3. Update electronic collections to use the same proxy server.
    Watch the Batch Update of Electronic Collection Attributes video (3:02 minutes).
    Repository Manager, Repository Administrator
     Reading List Citation Process and Enrich
    Reading List
    Citations
    Parameters
    • 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 PhysicalElectronic, 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.
    Course Reserve Manager

    Restoring Records Removed or Changed by Jobs

    To restore records removed or changed by jobs you must have the following role:
    • Repository Manager
    To restore repository records that were manually deleted, see Restoring Deleted Records.
    You can restore records that were removed or changed by the following jobs:
    • Withdraw items
    • Delete portfolios
    • Delete bibliographic records
    • Delete electronic collection
    • KORMARC/MARC21/UNIMARC normalization
    • Change holdings information
    • Authorities-preferred term correction (see Authorities - Preferred Term Correction)
    You can restore up to 5000 records per restore job. This includes any related records. For example, holdings and item records are counted separately when restoring their bibliographic record. If the number of records is more than 5000, please contact support. If needed, you can ask Customer Support to increase this limit--and after the restore, they will change this limit back to 5000 records.
    Be careful when running the Restore Jobs functionality, as it is not possible to roll it back.
    • The restore job cannot properly handle any type of suppressed record (bibliographic or holdings).
    • The restore job functionality is not currently supported at all when working with a Network Zone. This applies to all libraries in a Network Zone.
    • The restore job functionality is currently supported when working with an Institution Zone, even if the bibs are in the Network Zone.
    • Any Aborted jobs (jobs run that were stopped) have no logs available and aborting does not affect records that have already been processed.
    • Update Electronic Holdings jobs cannot be restored since integrations delete portfolios.
    To restore records removed or changed by a job:
    1. On the Restore Jobs page (Resources > Advanced Tools > Restore Jobs), enter the job ID of the job that removed or changed the records.
      restore_jobs_ux.png
      Restore Jobs
    2. To overwrite changes made after the job ran, select Overwrite later changes.
    3. Select Restore and select Confirm in the confirmation dialog box. The removed or changed records are restored.
    You can view a report of the restored records on the Manage Jobs page. Select Download CSV to see a report of records restored and those that failed to be restored.
    • Was this article helpful?