Week 5: Resource Management #3

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Videos

• Normalization Rules, Merge Methods and Match Methods (13 min)

• Authorities (9 min) 

• Work Orders (8 min)

Training Exercise

Instructions:
Using your sandbox, sign in as AlmaUser01. For this exercise, you may choose to either use the initial prompt to complete the activity on your own, or if you prefer, follow the step-by-step instructions.

Exercise: Create a normalization rule and run it on a set of records. 

1. In the MD Editor, open a record that exists in the Institution Zone only that you want to edit

2. Press F6 (or click the Split Editor icon) to open the Split Editor.

3. Create a Normalization Rule to add a filed 900 with subfield a and certain text if the 900 field does not already exist with that exact subfiled and text

   • Click on File >> New Normalization Rule

   • Enter a name and check “Enabled” & “Shared”

   • Copy & paste example titled “Add a field using the pipe OR condition” from this list (or feel free to use a different rule or your own norm rule)

   • Click “Preview” to see if the normalization rule works as expected

   • If it does, save the rule 

4. Add the normalization rule as a process

   • Sign in as Alma Administrator (username: AlmaAdmin)

   • Go to Alma Configuration >> Resources>> Cataloging: Metadata Configuration >> MARC21Bibliographic>> Normalization Processes Tab >> Add Process

   • On the Process Details - General Information screen: add Name and Description, click Next

   • Click Add Task, select “MarcDroolNormalization”, click Add and Close

   • Choose the rule you created from the “Drools File Key” dropdown and Save

5. Create a set of bibs that need to be updated with this normalization rule (It’s recommended that you use a small set of only a few records)

6. Run a job on the set created in the step above

   • Admin > Manage Jobs and Sets > Run a Job

   • The job you created will appear in the list and you can click through to run the job on all the records