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Scope:  The purpose of this procedure is to outline the steps that an LTS or other Library staff member should take when deciding that a potential task should be scripted either by the Batch Processing Unit or Library IT through Batch Processing. These steps ensure that LTS managers are aware of who requested the work as well as the desired outcome. It also ensures that the work will be assigned to appropriate staff with the necessary skills to achieve the desired result in a reasonable time frame.

Contact: Gary Branch

Unit: Batch Processing & Metadata Mgt.

Date last updated: December 2017

Date of next review: December 2018


  1. Request should come to either the Head of Automation or the Batch Processing Supervisor. It can be in a meeting with one of them, or an email.
  2. Examples of information supplied by the stakeholder include:
    a. If a MARC record load, a file or place to retrieve the MARC and vendor contact information.
    b. Specific needs or concerns about the data being worked with.
    c. Type of material being handled, print, ebook, ejournal, videos, etc.
    d. Frequency: one time job, monthly, quarterly, as new files are available.
  3. BP supervisor will assign job to appropriate staff, providing the background and linking the stakeholder to the staff member should further questions arise.
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