The steps below provide a method to test the process for batch updating MARC21 control fields in select bibliographic records in your Alma test environment (also referred to in 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 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:
To 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 logical set name, then from the row actions list …. choose Itemize
Alternate options for saving a more select list of records 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.
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.
Example normalization rules for updating for physical records to include audiovisual elements in control fields:
rule "Change LDR 6 to g for videorecording"
when
(existsControl "LDR.{6,1}")
then
replaceControlContents "LDR.{6,1}" with "g"
end
rule "Add 007 positions 1-2 vd"
when
true
then
addControlField "007.vd"
end
rule "Change 008 #33 to v for videorecording"
when
(existsControl "LDR.{6,1}.g")
then
replaceControlContents "008.{33,1}" with "v"
end
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:
Process Details: Business Entity = Bibliographic title; Type = Marc 21 Bib Normalization
Name your process
Add tasks: choose one MarcDroolNormalization for each task.
Attach a rule for each task, then save
Ex Libris Resources
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.