The steps below provide a method to test the process for batch updating MARC21 control fields in select bibliographic records in the Alma test environment (also referred to in Go Live Readiness Checklist, page 3).
Note: this process uses normalization rules that are created and saved in Alma’s Metadata Editor. These rules 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: Create an Itemized Set
Admin > Manage sets > Add Set (Itemized set) > Save (Example: physical title search to isolate records containing CAT=DVD)
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.