Week 8 Implementation: Advanced Resource Management

ALMA ESSENTIALS

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

• Authorities (9 min) 

• Work Orders (8 min)

Instructions:
Using your sandbox, sign in as AlmaUser01. For this exercises, 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 subfile and text

4. Click on File >> New Normalization Rule

5. Enter a name and check “Enabled” & “Shared”

6. Copy & paste example 18 from this list (https://developers.exlibrisgroup.com/blog/alma-normalization-rule-examples/ ) (or feel free to use a different rule or your own norm rule)

7. Click “Preview” to see if the normalization rule works as expected. If it does, save the rule 

8. Add the normalization rule as a process

9. Sign in as Alma Administrator (username: AlmaAdmin)

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

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

12. Click Add Task, select “MarcDroolNormalization”, click Add and Close

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

14. 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)

15. 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