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SalesForce Case

CZ Task List Report (check this report in Alma)

Updated portfolio coverage

  • Portfolio Coverage Update

Updated the portfolio URL/JKEY/BKEY

  • Portfolio Linking Parameters

Deleted a portfolio from an e-collection

  • Portfolio deleted from auto active collection

  • Portfolio deleted from non auto-active collection

    • Check these reports to see if any subscribed portfolios from a select-title package was erroneously deleted

    • If a portfolio was removed in a weekly update, then added back in another weekly update, the portfolio will be added back to the collection but not activated

      • Periodically check activation status of portfolios is this type of collection

Added a missing portfolio to e-collection

  • Portfolio added to auto active collection

  • Portfolio added to non auto-active collection


CZ Weekly Update Delays explained:

The CZ is updated and those changes are then filtered down to the IZ and NZ.  From Ex Libris: "Alma handles 50,000 changes at a time. If more than 50,000 changes are to be performed in the Community Zone, Alma launches an additional job to handle the rest of the changes."

If there are a large number of changes, the job that “synchronizes changes from the CZ” will be broken up and run over the course of several nights.  You can check on the progress of this job in the Monitor Jobs > Running tab. If you see a job, Synchronize Changes from CZ = Pending, the update has not finished. You can see the changes in the CZ but they may not have been applied locally yet. If your library has been expecting changes from a specific weekly update, wait until the update is complete to check on the changes.

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Info

Working with the CZ Updates Task List

Alma Advanced Queries to see list of e-collections in the IZ or the NZ.

Best Practices for SalesForce Cases

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