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This process uses normalization rules that are created and saved in Alma’s Metadata Editor. 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: 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 respond to a saved search criteria, so the contents of the set change as you add/remove content to your repository. If you wish to perform edits to a specific group of records, you may prefer to convert a logical set to an itemized set:
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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)
Go to: Metadata Editor > Rules. Rules may be available in the ‘Shared’ folder. Rules created by other libraries can be found in the ‘Community’ folder in the Metadata Editor. You may copy any of the rules from the ‘Community’ folder to your ‘Shared’ or ‘Private’ folder, and edit as needed. Go to https://knowledge.exlibrisgroup.com/Alma/Product_Documentation/010Alma_Online_Help_(English)/Metadata_Management/016Working_with_Rules/020Working_with_Normalization_Rules for more information on record elements, conditions and a list of actions.
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Additional Ex Libris Resources |
Step 3: Create a Normalization Process:
Alma requires that you add your rules into a ‘process’ which will allow you to edit multiple fields at once. To create a ‘normalization process,’ go to: Alma Configuration > Resources Configuration > General > Processes > Add a process, then complete the following steps:
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Step 4: Run Job
Admin > Manage Jobs and Sets > Run a Job > (Type) Marc 21 Bib normalization > Select the normalization job > Next > select set, then Submit – Alma will perform the normalization process (batch edit) on the selected set of records.
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