The steps below provide a method to test the process for batch updating MARC21 control fields in select bibliographic records in the your Alma test environment (also referred to in Go Live Readiness Checklist, page 3).
Note: this This process uses normalization rules that are created and saved in Alma’s Metadata Editor. These Normalization rules in the IZ are retained at cutover. If you are planning to perform certain data clean up tasks after post Go Live, it is suggested that you run these jobs in your test environment, keep notes, then repeat in your production environment after go-live.
Step 1:
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Save an itemized set of records that you wish to edit:
Itemized sets allow you to make changes on a specific group of records. Logical sets are more fluid, with their search results change as you add/remove content to your repository. If you wish to perform edits to a specific group of records:
First create a logical set, go to: Physical Title Search > Save and Filter Query >Set Name (This allows you to save all records that fit a specific search criteria).
Next, create itemized set, go to: Admin > Manage Jobs and Sets > Manage Sets > select the set name >Itemize (from the row actions list)
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Alternate options for saving a more select list to an itemized set include:
Admin > Manage Jobs and Sets > Manage Sets > Add Set (Itemized set) > Set content type > Add Members to Set > Save (Example: physical title search to isolate records containing CAT=DVD).
To add records to your set: Open your set > Add Members to Set > do a repository search > select records > Add selected > Done.
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Step 2: Create Normalization Rules (saved at cutover)
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