Introduction
The page describes how to test the process for batch updating MARC 21 control fields in select bibliographic records in the Alma test environment (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 data clean up after Go Live, it is recommended to run these jobs in the test environment, keep notes, then repeat in production after Go Live.
Step 1: Save an itemized set of records 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 convert a logical set to an itemized set
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.
Create itemized set:
Go to: Admin > Manage Jobs and Sets > Manage Sets.
Select the logical set name.
From the three dot menu (row actions list), select Itemize.
Alternate Options for Saving Select List of Records to Itemized Set
Option 1:
Go to Admin > Manage Jobs and Sets > Manage Sets
Select Add Set and then select Itemized.
In Set content type, select your content type.
Select Add Members to Set and select Save.
Option 2: To add records to your set:
Open your set.
Select Add Members to Set.
Do a repository search.
Select records.
Add selected records and select Done.
Example: physical title search to isolate records containing CAT=DVD
Step 2: Create Normalization Rules
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.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 normalization process in order to edit multiple fields at once.
Go to: Alma Configuration > Resources Configuration > General > Processes > Add a process.
In Process Details:
For Business Entity, select Bibliographic title.
For Type, select Marc 21 Bib Normalization.
c. In Name field, enter a name for your process.
3. Add tasks: choose one MarcDroolNormalization for each task.
4. Attach a rule for each task, then select Save.
Ex Libris Resources
Step 4: Run Job
Go to Admin > Manage Jobs and Sets > Run a Job > (Type) Marc 21 Bib normalization
Select the normalization job to run and select Next.
Select set, then select Submit.
Alma will perform the normalization process (batch edit) on the selected set of records.