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    How to implement a normalization rule?

    • Product: Alma

    Question

    What are the steps of composing and implementing a Normalization Rule?

    Answer for Old MD Editor

    1. Go to: Resources > Cataloging > Open Metadata Editor > File > New > Normalization Rule
    2. To work with an existing normalization rule: Resources > Cataloging > Open Metadata Editor, select the Rules tab and expand the Normalization rules folder to display the saved rule files.Compose a rule with the help of the examples document titled 'Rules - Normalization rule examples.docx' at: Presentations and Documents - Rules. Also see Normalization Rule Syntax.
    3. Test the rule on a record by opening the record in MD Editor.
      1. Go to Edit > Split Editor.
      2. Edit the desired rule from Rules tab.
      3. Select Preview to see the effect of the rule on the record.
      4. 'Apply Changes' or go 'Back to normalization rules.
    4. Create a Normalization Process: Configuration Menu > Resources > Cataloging > Metadata Configuration. Select one of the profile links such as MARC21 Bibliographic.
      1. Add Process, and complete the Process Details wizard steps. Add a Task and select the MarcDroolNormalization process from the Process list.
    5. Run the MARC21 Bib normalization job on a set of titles.

    Answer for New MD Editor

    Note: This will be available in the March 2021 release

    1. Go to Resources > Cataloging > Open Metadata Editor > verify you're using the New MD Editor
    2. On the Left side of screen click on Rules tab > New > Normalization NewMDERulesTab.png
    3. To work with existing Normalization Rules: 
      • Open MD Editor > Rules Tab > inside the Left panel you can view existing rules under Private, Shared, or CommunityExisting Normalization Rules
    4. Test the rule on a record:
      • In Records Tab open the record you want to test on
      • Select the split screen icon Split Screen Icon.pnglocated in the Left panel
      • Go to Rules tab
      • Click on Rule. This will cause the rule to show up in the split screen
      • Click Preview. The rule will be replaced by the Normalization rules preview.
      • Either click 'Back to normalization rules' or 'Apply changes' located at the bottom of the Normalization rules preview side
    5. Create a Normalization Process:
      • Configuration Menu > Resources > Cataloging > Metadata Configuration 
      • Select one of the profile links, for example: MARC21 Bibliographic
      • Click on Normalization Processes tab
      • Click Add Process and complete the Process Details wizard steps
      • Add a Task Step > click Add Tasks > Select the MarcDroolNormalization process from the Process list > Add and Close
      • Task Parameters Step > choose Author Number Generation Routine from drop-down menu
      • Click Save
    6. Run the MARC21 Bib normalization job on a set of titles

     

    Additional Information

    Working with Normalization Processes


    • Article last edited: 13-Jan-2021