Running Manual Jobs on Defined Sets

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To run a manual job, you must have roles that enable you to a) access the Run a Job – Select a Job to Run page, and b) run the job.

To access the page, you must have one of the roles listed in the Manual Jobs By Content Type table in the Manual Jobs and Their Relevant Parameters section; see the table for the roles required to run each job. Only jobs enabled for your role appear in the list of jobs.

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:

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.

On the Run a Job – Select Job to Run page (Administration > Manage Jobs > Run a Job), find the job you want to run using the Find search box, filters, sort options, and navigation links.

Run a Job - Select Job to Run Page

For more information about the jobs in this list, see Manual Jobs and Their Relevant Parameters. 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).

Select a job and click Next.
The Run a Job - Select Set page appears.

Run a Job - Select Set Page
Select a set and click 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 (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. The parameters appearing on this page vary according to the job being run. Many of the parameters are self-explanatory. For information about the parameters on this page, see Manual Jobs and Their Relevant Parameters.
Click Next. The Run a Job - Review and Confirm page appears.

Run a Job - Review and Confirm (Example) Page
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.
Review the job information and:
- Click Submit and click Confirm in the dialog box to run the job.
- Click Back to go back and correct any information that you entered.
  When you click Back, you are taken back one page at a time. You can click Back on any page to go back to the previous page.
- Click 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	Role
Cnmarc Set Authority Records Cataloging Level Set Authority Records Cataloging Level Unimarc Set Authority Records Cataloging Level	Authority MMS	CNMARC authority normalization MARC 21 authority normalization UNIMARC authority normalization	Assign cataloging level to bibliographic records.	Catalog Manager, Catalog Administrator
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. Parameters: Physical format (binary or XML) Authority formats to include Maximum number of records in each exported file Export folder (Private/Institution - for more information, see Viewing Export Processes) FTP configuration (see Configuring S/FTP Connections) FTP sub-directory	Catalog Manager, Catalog Administrator, Cataloger
* user-defined authority normalization jobs	Authority MMS	Marc 21 authority normalization UNIMARC authority normalization CNMARC authority normalization	Alma provides support for creating jobs that make global Drool-based normalization rules changes to locally managed authorities. For more information, see Performing Global Changes on Locally Managed Authority Records. Parameters: Select the Drools file key.	Catalog Manager, Catalog Administrator
Add Reminders	Bibliographic title	Metadata Management	Adds reminders to bibliographic records. See Working with Reminders for more information.	Cataloger, Cataloger Extended
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 Parameters: Select whether or not to delete: Records that are related to other records All associated inventory resources 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. There is a known issue that, when a record is deleted, the headings associated with the record are still available when browsing bibliographic headings.	Catalog Manager, Catalog Administrator
Export Bibliographic Records	Bibliographic title	Export	Exports bibliographic or metadata records to the user’s PC or FTP site. Parameters: Physical format (binary or XML) Output format – When you have more than one active registry such as UNIMARC and MARC 21, specify your preferred output format for the export. If your set contains UNIMARC records, and you select MARC 21 as the output format, Alma converts the records to the MARC 21 format. If your set contains a combination of UNIMARC and MARC 21 bibliographic records, Alma converts the records (the UNIMARC ones or the MARC 21 ones, depending on the output format that you selected) to the output format that you select. Number of records in file Expand routine (currently supports only Add Holdings Information) Export into folder (Private/Institution - for more information, see Viewing Export Processes) FTP configuration (see Configuring S/FTP Connections) FTP sub-directory	Catalog Manager, Catalog Administrator, Cataloger
Identify records that are not used in the Network	Bibliographic title	Metadata Management	Helps you to identify which bibliographic records are not being used. From a titles set of records (All titles, physical titles, electronic titles, and/or digital titles) that you provide (create before you run this job), the Identify records that are not used in the Network job creates a new set that identifies the unused bibliographic records from the set that you provided. The job evaluates if a bibliographic record is not being used based on the criteria of no inventory (physical, electronic, or digital) and any of the following criteria that you may select: No associated collections No associated PO line No resource requests No resource sharing lending requests No reading list citations No boundwith relationship The Identify records that are not used in the Network job needs to be run from your Network Zone. When you run this job, the Run a Job - Enter Task Parameters page provides the following options: Run a Job - Enter Task Parameters Page Select the criteria that you want the system to use to evaluate if a bibliographic record is unused. By default, the set will include all records with no inventory (physical, electronic, and/or digital). When you submit the job and the Monitor Jobs page appears, select the History tab to view the job results. See the Identify Records that are not Used in the Network Job Report section on the Viewing Completed Jobs page for more information.	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
Link a Set of Records to the Network Zone	Bibliographic title	Metadata Management	Link local records to records from the Network Zone. See Copying and/or Linking Local and Network Zone Biblographic Records. Parameters: Serial/Non Serial match method – To perform matching on the records, select one of the matching methods. Leave blank to contribute all records to the Network Zone. Contribute IZ records – Select to contribute non-matching records only. If not performing matching, you must select this; all records are contributed to the Network Zone.	Catalog Manager, Catalog Administrator
MARC21 Bib Initial Normalization UNIMARC Bib Initial Normalization	Bibliographic title	Marc 21 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	Marc 21 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	Marc 21 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	Marc 21 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
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	MARC 21 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	MARC 21 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
Synchronize Bib Records with External Catalog	Bibliographic title	MARC 21 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	MARC 21 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. See Unlink a Set of Records from the Network Job Report on the Viewing Completed Jobs page for job report information. 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 records that have been authorized/linked to Community Zone records so that institutions wanting to implement local authorities can subsequently authorize/link those same bibliographic records to local authority records. This job takes no parameters.	Catalog Administrator
* user-defined MARC 21 bibliographic record normalization jobs	Bibliographic title	MARC 21 Bib Normalization	Alma provides support for creating jobs that make global Drool-based normalization rules changes to locally managed bibliographic records. For more information, see Working with Normalization Processes. Parameters: Select the Drools file key.	Catalog Manager, Catalog Administrator
Import CZ Records from CN/NZ Members Task	CN import Community Zone member (internal)	CN_IMPORT_CZ_RECORDS	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. See the publishing jobs below in Publishing Bulk. Also, see Copying and/or Linking Local and Network Zone Bibliographic Records for more information.	Catalog Manager
Thumbnail Generation	Digital file	Thumbnail	Generate a thumbnail for each digital file in a set. Parameters: Add (default) - Generated thumbnails are added where no thumbnail exists. Add and Overwrite - Generated thumbnails are added for all files in the set. If one already exists, it is overwritten with a generated thumbnail. Delete - Thumbnails are removed for all files in the set. Thumbnail auto-generation is limited to files under 500MB.	Digital Inventory Operator, Collection Inventory Operator
Export Digital Titles	Digital title	Export	Export digital bibliographic records with details about the files and their storage location. 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 into folder (Private/Institution - for more information, see Viewing Export Processes) FTP configuration (see Configuring S/FTP Connections) FTP sub-directory	Digital Inventory Operator, Digital Inventory Operator Extended
Global Representation Changes	Digital title	Information Update	Implement global changes to the representations in 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 Repository Name Usage Type Library Entity Type Access Rights Policy (see Configuring Access Rights Policies for Digital Objects) 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: Usage Type Library Label. You can select a condition for this field. Public Note. You can select a condition for this field. Entity Type Access Rights Policy 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
Cancel Physical Items Requests	Physical item	Request	Cancels open requests for physical items. Parameters: Provide a cancellation reason and a note, as required. Select whether to cancel only requests that are still in the pickup stage.	Fulfillment Services Manager, Fulfillment Administrator
Change Loan to Claimed Returned	Physical item	Loan	Updates item loan status to claimed returned. There are no parameters to set.	Circulation Desk Manager, Fulfillment Administrator, Repository Manager
Change Holding Information	Physical item	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.	Physical Inventory Operator, Repository Manager, Repository Administrator
Change Physical Items	Physical item	Information Update	Updates item information for physical items or physical titles. For more information, see Performing Global Changes on Physical Item Records. Parameters: The parameters (mostly) correspond to the options available on the Physical Item Editor tabs that can be accessed by doing a repository search for physical items and clicking Edit for one of the items in the search results list. For more information, see Using the Repository Search Results List and Updating Item-Level Information. Select the check box 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 Change type field (changing the temporary or permanent location) affects only the Change location fields section and not the Change other fields section. 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, the old holdings record is deleted if no other items are attached to it. 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 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 Note field content that you specify in one of the Note fields does not append to the existing note content; it replaces the note content.	Physical Inventory Operator, Repository Manager, Repository Administrator
Close Lost Loans	Physical item	Loan	Closes lost loans. All 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 job type changes to Missing. Parameters: There are no parameters to configure.	Circulation Desk Manager, Fulfillment Administrator, Repository Manager (with institution-level scope)
Create Physical Item Move Requests	Physical item	Move Items	Updates item information and initiates moving physical items to a new location. Parameters: New library (required) New location (within New Library, required) Change Type (permanent/temporary, required) New Item Policy Sent from library Sent from deck Print Transit Letter: Whether to print a transit letter	Physical Inventory Operator, 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.	Fulfillment Services Manager, Fulfillment Administrator
Export Physical Items	Physical item	Export	Exports physical items from any title-level set. Parameters: Output format (CSV) Export into folder (institution or private) FTP configuration (see Configuring S/FTP Connections) FTP sub-directory	Physical Inventory Operator, Receiving Operator, Repository Manager, Repository Administrator
Export Physical Items Labels	Physical item	Export	Exports physical item labels for printing. Parameters: Output format (XML) Export into folder (institution or private) Template (00, 01, or other configured by your institution to designate printing a spine label or printing a barcode)	Physical Inventory Operator, Receiving Operator, Repository Manager, Repository Administrator
Rebuild Item Description	Physical item	Item Description	Generates descriptions based on templates that include enums/chrons, item forms, and rules. Parameters: There are no parameters to define.	Physical Inventory Operator, Repository Manager, Repository Administrator
Withdraw 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 Deleting Physical Items (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 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.	Physical Inventory Operator Extended, Repository Manager, Repository Administrator
Cancel Physical Titles Requests	Physical title	Request	Cancels open requests for physical titles. Parameters: Provide a cancellation reason and a note, as required.	Fulfillment Services Manager, Fulfillment Administrator
Delete holdings records with no 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. The following handling options are provided for bibliographic records with no holdings and no items: Do nothing Delete bibliographic records Suppress bibliographic records Since the set you use may contain holdings from different libraries and locations, you have the option to select the deletion to be processed for a specific library or library+location. Delete Holdings Records with No Items Parameters See Delete Holdings Records Job Report on the Viewing Completed Jobs page for job report information. For more information on deleting holdings records with no items, see the Delete Holdings Records with No Items video (2:15 mins).	Catalog Administrator
Change Electronic Portfolio Information	Portfolio	Information Update	Updates portfolio information for electronic portfolios. For more information, see Performing Global Changes on Portfolios. Parameters: Interface name – The vendor name Owner – The owning 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 Remove local coverage – Remove all types (date information/embargo) of local coverage 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 job attempts to replace the URL in the local field and not in the global field. Enable/Set proxy Available status – Active or Inactive Override public note / authentication note / internal description – Enter new values for these fields Activation / expected activation date	Electronic Inventory Operator, Repository Manager, Repository Administrator
Delete 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.) 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 – Whether the export job is available to you only (Private) or to all users (Institution). 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 How to Export Electronic Portfolios. 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. 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 Holding OCLC Republish Set of Titles Primo Republish Set of Titles	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. 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)	Portfolio	Publishing	Marks records to be published to Primo by the job Network Zone Republish Set of Titles Job. Run by a member institution in the Network Zone. The impl job is run in the test environment. See Publishing Bibliographic Records from the Network Zone to Primo. Parameters: There are no parameters to define.	Catalog Manager, Catalog Administrator
Network Zone Republish Set of Titles Network Zone Republish Set of Titles (impl)	Portfolio	Publishing	Publishes records marked by the job Mark Records to be Published by NZ Job to Primo. Run by the Network Zone. The impl job is run in the test environment See Publishing Bibliographic Records from the Network Zone to Primo. 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	Change PO Lines Status	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 Information	Updates 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 Manual Renewal to have the PO lines appear in the renewals task list (Acquisitions > Purchase Order Lines > Renew) when the material is due for renewal. For information on the other parameters, see Manually Creating a PO Line 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. If a PO line has been packaged into a PO, you cannot update the acquisitions method using the Alma interface or this job.	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 Transactions	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.	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 Workflow	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
Withdraw Digital Representations	Representation	Withdraw	Deletes remote and local digital objects. Parameters: 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.	Digital Inventory Operator Extended, Repository Manager, Repository Administrator
Update/Notify Users	User	Users	Updates parameters for users and/or notifies users. Only roles that do not contain Role Parameters can be updated by this job. For more information on this job, see 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 firstname_lastname. If you select Don't Generate Password, no password is set; this field only appears 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.	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. 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 electronic collection level sets URLs from portfolio level sets URLs from the 856 $u (repeatable) in bibliographic records 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 into folder - Private or Institution. This determines who will be able to use the file resulting from the Export URLs job. Private restricts the file to your use only. Institution indicates that you want the file available to everyone. 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 (656 $$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. 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.	Catalog Manager, Catalog Administrator, Cataloger, Electronic Inventory Operator, Repository Manager, Digital Inventory Operator, Digital Inventory Operator Extended, Repository Administrator, Physical Inventory Operator, Receiving Operator, General System Administrator, Fulfillment Services Manager, Fulfillment Administrator, Circulation Desk Manager, Purchasing Operator, Purchasing Manager, Acquisitions Administrator, User Administrator, User Manager

Restoring Records Removed or Changed by Jobs

To restore records removed or changed by jobs you must have the following role:

Repository Manager

You can restore records that were removed or changed by the following jobs:

Withdraw items
Delete portfolios
Delete bibliographic records
KORMARC/Marc21/UNIMARC normalization
Change holdings information
Authorities-preferred term correction (see Authorities - Preferred Term Correction)

The Restore Job functionality can currently restore up to 5000 records. This includes any related records. For example, holdings and item records are counted separately when restoring their bibliographic record.

Be careful when running the Restore Jobs functionality, as it is not possible to roll it back.

The restore job functionality is not currently supported when working with a Network Zone.

To restore records removed or changed by a job:

Select Restore Jobs from the Alma Main Menu (Administration > Manage Jobs). The following appears:

Restore Jobs
Enter the job ID of the job that removed or changed the records.
To overwrite changes made after the job ran, select Overwrite later changes.
Click Restore.The number and type of records to be restored appears. For example:

Confirm Restore
Click Confirm. The removed or changed records are restored.