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Introduction
The page describes how to test the process for batch updating MARC21 MARC 21 control fields in select bibliographic records in your the Alma test environment (also referred to in see Go Live Readiness Checklist, page 3).
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 recommended to run these jobs in your the test environment, keep notes, then repeat in your production environment after go-liveGo Live.
Step 1: Save an itemized set of records
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for editing
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: .
To
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convert a logical set to an itemized set
Create a logical set
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:
Go to: Physical Title Search > Save and Filter Query >Set Name
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This allows you to save all records that fit a specific search criteria
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.
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Create itemized set
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:
Go to: Admin > Manage Jobs and Sets > Manage Sets
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.
Select the logical set name
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.
From the three dot menu (row actions list
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), select Itemize.
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Alternate
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Options for Saving Select List of Records to Itemized Set
Option 1: Example: physical title search to isolate records containing CAT=DVD
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).
Option 2: To add records to your set:
Open your set
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.
Select Add Members to Set
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.
Do a repository search
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.
Select records.
Add selected
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records and select Done.
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Step 2: Create Normalization Rules
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Go to: Metadata Editor > Rules.
Rules may be available in the
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Shared folder. Rules created by other libraries can be found in the
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Community folder in the Metadata Editor.
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Copy any of the rules from the
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Community folder to your
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Shared or
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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.
Example
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: Normalization rules for updating for physical records to include audiovisual elements in control fields
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rule "Change LDR 6 to g for videorecording"
when
(existsControl "LDR.{6,1}")
then
replaceControlContents "LDR.{6,1}" with "g"
end
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| Info |
|---|
Additional Ex Libris Resources |
Step 3: Create a Normalization Process
Alma requires that you add your rules into a ‘process’ which will allow you normalization process in order to edit multiple fields at once.
To create a
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normalization process
Go to: Alma Configuration > Resources Configuration > General > Processes > Add a process
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.
In Process Details:
For Business Entity
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, select Bibliographic title
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.
For Type, select Marc 21 Bib Normalization.
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c. In Name field, enter a name for your process.
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3. Add tasks: choose one MarcDroolNormalization for each task.
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4. Attach a rule for each task, then
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select Save.
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Ex Libris Resources
| Info |
|---|
Step 4: Run Job
Go to Admin > Manage Jobs and Sets > Run a Job > (Type) Marc 21 Bib normalization
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Select the normalization job
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to run and select Next.
Select set, then
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select Submit. Alma will perform the normalization process (batch edit) on the selected set of records.