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The Batch Process interface, available from the Admin menu, allows staff to run import and export jobs in OLE. Once the job has run, staff may receive notifications of completion, view reports and, for importing, make changes to records as necessary.

Open the Batch Process interface from the Admin tab.

  1. Enter a name to distinguish your batch process. This field is not required but it will be helpful to identify the batch process. If left blank, the profile name chosen and a number is used by OLE.

  2. Choose the Batch Process Profile. You must search for it from the lookup .

  3. Modify the batch size. This is the number of record to import or export. For instance, for a database of seven million records, you might specify a batch size of one million.

  4. If you wish to receive the batch process job report via email, enter your email in Send Job Report To.

    If you do not want to receive email notifications, you may also check the listing of job outputs from the Batch Process Job Details interface (see below).

  5. Depending on the Batch Process Type (auto-populated when the Batch Process Profile Name is selected), an Input Section or an Output Section will appear.

    • Output Section is made available for exporting records types. Select the Output Format (MARC or MARCXML) from the drop down.

      Enter the location of the Output File.

      Note

      For 1.0, leave this field blank. You will find the exported files here: http://tst.ole.kuali.org/home/kuali/main/tst/olefs-webapp/work/staging/batchExport/

    • Input Section is made available for most importing record types. Select Choose File to search for the file from your local machine.

    • Input Section for Order Records requires you to choose both a Marc and Edi file.

  6. Click to begin the job immediately.

    Alternatively, you may click to schedule the job.

  7. To review completed batch jobs, review the report, or restart the job see Batch Process Job Details.

    Note

    For additional information on Batch Process Job Details, see Batch Process Job Details

    To Review jobs that are scheduled, reschedule or remove the job from OLE, see Batch Process Job Schedule.

    Note

    For additional information on Batch Process Job Schedule, see Batch Process Job Schedule

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