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name | About |
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| The Operations | The Operation Management window automatically orders/sorts all pending operations (i.e. reports, utilities, imports, or exports) and allows you to view summaries and open, email, or save operations that you (or others) have previously completed. Simply think of | the Operation window as a nerve center that consolidates all operations that you, the current user, the system, and/or others (depending on your | Security security permissions), have been performing; in essence, a specialized transaction log for past and future operations. |
Once a report, utility, import, or export has been initiated, you can open | Operation Operations Management to track the progress of the current operation and allowing you to view (or save) previously completed operations. Completed operations shown in the “queue” include the name and status of the operation and are affixed with a time/date stamp. An operation that is currently running provides a Cancel option. Image Added Each time | the Operation window is opened, the Date Range drop-down filter defaults to Today; in other words, only the current user's newest (i.e. | Todaytoday) operations are initially visible in the | Operation Management window's “queue”. Everything in this list Operations Management queue. Each operation is ordered chronologically | ( in top-down order) which is helpful when trying to discover , so you can see if there are any operations | in the queue scheduled ahead of yours. The Operation Type | drop-down dropdown filer defaults to All Operations | ; the All Operations selection , which includes pending (or completed) automatic system operations | such as Chores Operations system utility (which clears expired holds, reservations, and overdue items that were declared “lost”). For reasons of accountability and transparency, | the Operation window will retain all information for canceled and completed operations for a week at least; operations older than a week can be removed from the queue by choosing one of the Remove older than XX days selections from | the Operation window's Actions menu. Your security privileges (i.e. Remove All) determine whether a particular user has the ability to remove canceled or completed operations from the queue. By default, all operations older than | ninety 90 days are automatically removed from | the Operation Management window.Operations Management.
ControlsThe controls at the top of the interface allow you to filter your results. Image Added Image Added |
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By default, reports are generated in PDF format. We recommend using the most current version of Adobe Reader as your default PDF viewer.all operations older than 90 days are automatically removed from Operations Management. - Remove Selected Operations. Removes multiple operations at once. To select multiple operations, hold the <shift> key down while clicking on the operations you want to remove.
- Remove older than 7 days
- Remove older than 14 days
- Remove older than 30 days
- Remove older than 60 days
- Repeat. This takes the selected operation (i.e. report or utility) with the original parameters, places it in the queue, and schedules it to run again as soon as possible.
Note |
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These actions are only available if your Operations Management security preference is set to Manage All. This preference is found on the Preferences > Security > Tools tab. |
Date Range FiltersImage Added - Today
- Last 7 Days
- Last 30 Days
- 30-60 Days Ago
- 60-90 Days Ago
Operation Type FiltersImage Added - All Types
- Export
- Import
- Reports
- Utilities
- System Reports
Operator FiltersImage Added - Show My Operations
- Show All Operations
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| Operations is where you access Reports, Utilities, Exports, and Imports, and contains the feed of recent operations for you to email, view, and download. Operations is a transaction log for past and future operations. Image Added Completed operations shown in the queue include The Operation Management window can potentially display the name and status of the operation, the user who initiated the operation, and the time/date that the operation was completed or canceled. By default, the Operation Management window only provides a quick glimpse at the operations performed (or queued) by you, the current operator. If you are logged in and have the proper security permissions, you can expand the scope of the Operation Management window to include operations from other users as wellthey were initiated. Some operations (reports, exports) that are currently running provide a Cancel button. The status of an operation can be one of four things: Running. This status shows the operation currently being performed; it provides the progress of the operation, the date/time that the operation began, and a Cancel button.
QueuedWaiting. This status indicates than that an operation is pending , but has not yet been started. The Position: XX text following this status indicates what place your operation has in the queuing systemThis can happen when the server is busy with other activities. Users with the proper security privileges are able to Cancel queued cancel waiting operations other than their own. Canceled. This status indicates that an operation was canceled during (or before) completion and includes a time/date stamp and the user who canceled it. Completed. The operation was completed and results are available; operators can open it, download the results, or send the results via email to whatever address they want—different from those specified in the Notification tab(s) of the Reports window. Image Modified |
One of four different icons can appear to the right of each completed operation in the queue; an open Email Operation. This opens the Send Email window |
icon, an operation information icon, an open report icon, and a download file icon.- Operation Information. By themselves, completed operations display very little information in the queue; they have a completion date, operation name, and the operator who created it. Additional information for each operation (such as ‘new’ or ‘modified’ records, associated error messages/notes, or library codes necessary for Centralized Catalog, etc.) can be acquired by clicking this icon. If an error occurs during an operation, an alert icon will appear in the summary, informing you that you should pay special attention to the results; alerts and exceptions contained within your PDF are printed in red.
- Download Text (.txt) File. If the operation is a Item or Patron Export, clicking this icon will download a text file. This file can be viewed in a text editor such as Notepad or TextEdit.
- Email Operation. This opens the Send Email window, allowing you to send a link to download and view the operation. The Email Operation icon won't appear to the right of the operation until you've properly set up your Email settings. For more information about the Send Email window, click here.
- Download PDF Report. If an operation is a report, clicking this icon will download the saved report as an PDF file. This file can be viewed by opening it in a PDF reader such as Adobe Acrobat Reader.
Back to Top Send EmailThe Operation Management window has has integrated email capabilities. Clicking the Send Email button opens the Send Email window which allows you to send a downloadable link to the completed operation file. The Send Email icon won't appear to the right of the operation until you've properly set up your Email settings. For more information about the Send Email window, click here. - Subject. Use this optional field to provide brief summary of the email attachment (e.g. Requested Barcode Laser Label Reports); if left empty, it will send the email with the default subject line of: “A file is available for your retrieval.”
- Note.This optional field allows you to append text to the bottom of the email message.
, where you can email a link to download and view the operation file. Your Email Preferences must be configured for this option to be available. | Image Added | Operation Information. Click this icon to view a summary file with information such as the selections and options set for this report, or details on what happened in the utility. | Image Added | Download PDF Report. Click this icon to download your report as a PDF. | Image Added | Download TXT File. Click this icon to download .txt files from Imports or Exports. | Image Added | Download Misc File. Click this icon for other types of file downloads. | Image Added | Download Results and Summary. Click this icon to download the results with the summary included as a cover page. |
Daily Operations Every day, our software runs certain chores that clean up the system by removing things like expired holds/in-stock holds, setting Union Site copies to In Processing, looking for cover art, updating fines, and so on. At the end of each Daily Operations cycle, Alexandria will archive the operations to the log and deliver the results to Operations. Daily Operations and other system activities can be viewed Image Removed Back to Top Daily ChoresEvery day, our software performs certain Daily Chores which clean up the system by removing expired holds, in-stock holds, and reservations, etc. At the end of each Daily Chores cycle, Alexandria or Textbook Tracker will archive the operation(s) to the transaction log and deliver the results to the Operation Management window. The Daily Chores operations, and other system activities, are available for viewing by all operators, but only some users have the security privileges (i.e. Remove Manage All) to remove them. The following options only appear selectable from the Operation Management window's Actions menu (“”) if you have Remove All selected from the in the Operation Mgmt drop-down menu in the Reporting tab of your Security System Preferences. Show by type Image Added From Image Added User / Site Image Added ninety () the Operation window older than 7 days. This selection will immediately remove all operations in the queue older than 07 days.Remove older than 14 days. This selection will immediately remove all operations in the queue older than 14 days.Remove older than 30 days. This selection will immediately remove all operations in the queue older than 30 days.Remove older than 60 days. This selection will immediately remove all operations in the queue older than 60 days Note |
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These actions are only available if your Operations Management security preference is set to Manage All. This preference is found on the Tools > Security > Tools tab. | . The ability to use the Repeat command depends on your Security Group settings. Operators with the Manage All selected in their Security preferences will be able to remove or repeat operations.Date Range FiltersDepending on your security settings, this drop-down menu can contain two sections; everything above the line is visible for the current user (i.e. an operator's operations) and everything below the line is every user's operations. Today. Filters only the operations that were performed or queued today from the Operation Management window.Last 7 Days. Filters only the operations that were performed or queued over the last week from the Operation Management window.Last 30 Days. Filters only the operations that were performed or queued over the past month from the Operation Management window.Last 60 Days. Filters only the operations that were performed or queued over the past two months from the Operation Management window.All. Shows all the operations that have been performed or queued in the Operation Management window during the last three months (i.e. 90 days).Operation Type FiltersDepending on your security settings, this drop-down menu may contain two sections; everything above the line is visible for the current user (i.e. the operator's operations) while everything below the line is used to view operations initiated by all users. - All Types. Shows all types of operations that have been performed or queued by the current user in the Operation Management window.
- Exports. Shows only the export operations that have been performed or queued by the current user in the Operation Management window.
- Imports. Shows only the import operations that have been performed or queued by the current user in the Operation Management window.
- Reports. Shows only the report operations that have been performed or queued by the current user in the Operation Management window.
- Utilities. Shows only the utility operations that have been performed or queued by the current user in the Operation Management window.
- System Reports. Shows only the system report operations (i.e. Daily Chores) that have been performed or queued in the Operation Management window.
The following Operation Type filters only appear if you have View All selected from the in the Operation Mgmt drop-down menu in the Reporting tab of the Security System Preferences. - All Operations. Shows all operations that have been performed or queued by every user in the Operation Management window.
- All Exports. Shows all export operations that have been performed or queued by every user in the Operation Management window.
- All Imports. Shows all import operations that have been performed or queued by every user in the Operation Management window.
- All Reports. Shows all report operations that have been performed or queued by every user in the Operation Management window.
- All Utilities. Shows all utility operations that have been performed or queued by every user in the Operation Management window.
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