To share rules and templates in the Community Zone, you must have one of the following roles:
- Cataloger Extended
- Catalog Manager
- Catalog Administrator
In the Alma Community Zone, a dedicated area is provided for sharing normalization, indication, merge, brief level, authority headings rules and templates between institutions. From the Rules and Templates tabs in the MD Editor, private or shared rules and templates can be contributed to the Community Zone.
For more information, see Contributing Normalization Rules to the Community Zone (3:09 min.).
This section describes how to share normalization rules in the Community Zone. The steps are similar for all the rules and for the templates that you can create and share from the MD Editor Rules and Templates tabs.
To share normalization rules in the Community Zone:
- Open the MD Editor (Resources > Cataloging > Open Metadata Editor).
- Select the Rules tab, expand the Normalization rules folder, and expand the Private or Shared folder where the rule that you want to share in the Community Zone is located.
- Locate the rule that you want to contribute. Use the filtering capability to display a shorter list of rules from which to choose.
- Select the rule to be shared in the Community Zone. The list of actions that can be performed appears.
- Select Contribute to share the rule in the Community Zone. The Rule Sharing dialog box appears.
The Name parameter is required and needs to be unique. If the system finds another rule by the same name in the Community Zone, it will apply a numeric suffix (Contributed 1, Contributed 2, Contributed 3 and so forth) to make the name unique.Even though the following parameters in the Rule Sharing dialog box are optional, they provide key pieces of information that enable the most effective use of the shared rule, and should be completed as part of your best practices for rule sharing:
When rules are stored in the Community Zone, other users can see this information.
- Contact name
- Contact email
The Contact name and Contact email parameters are automatically prefilled with your information (you can manually override this with other contact name/email information). Providing contact information enables users to collaborate, such as develop extensions to a rule or provide notification if a rule becomes broken.Contact Name and Contact Email are Automatically Filled InA full, detailed description can enable interested users determine whether a rule meets their needs without having to open and review the rule details. The Description parameter can contain up to 4,000 characters.
- Select OK. A confirmation message appears when a rule is successfully contributed. The rule is copied to the Community Zone and appears in the Community folder when you expand it.
In the Community folder, the rule is identified with the following components:
- Rule name
- Contrib <numeric suffix>, if required to make the name unique
- Contributed by: <institution name> (For rules contributed by Ex Libris, it displays Contributed by: Alma Community Zone.)
To copy a shared normalization rule from the Community Zone:
- In the MD Editor (Resources > Cataloging > Open Metadata Editor), expand the Community folder in the Normalization rules folder under the Rules tab.
- Select the rule that you want to use. When you point to the rule, the Description for the Rule appears. This provides additional information to help you identify the rule that you want to copy. The system also uses distinguishing icons to help you identify which rules displaying in the Community folder were created locally by your institution or are rules from the Community Zone created by a different institution.
- Select Copy from the list of actions. The Normalization Rules Properties dialog box appears. In addition to the rule name and description, the properties provide the following information:
- Name of the institution that created and contributed the rule
- Contact name and email address for the contributed rule
- Date when the rule was last updated
- Select from the Private, Shared, and Enabled options to identify the attributes for the rule after it is copied from the Community Zone to your institution.
- Select Save. The rule opens in the MD Editor working space.
- Select Save.
In addition to the Copy action:
- If you are the contributing institution, you have the option to Delete the rule from the Community Zone for both normalization rule templates listed under the Rules tab and templates listed under the Templates tab.
If you try to delete a contributed normalization rule from the Community Zone and it is being used by any other process, import profile, and so forth, there is a validation check that prevents it from being deleted, and a pop-up message appears indicating that the normalization rule cannot be deleted and that you need to remove the related process first.For institutions that have a copy of a rule that is subsequently deleted from the Community Zone, the copy may continue to be used as if it was created by the institution.
- All institutions have the View action option
- A Properties action is available for viewing a rule's properties from the Community Zone.
In a collaborative network, if you would like to copy normalization rules from the Community Zone to the Network Zone and not to the Institution Zone, do the copying in the Network. That is, from the Network Zone, perform the Copy action and copy from the Community folder to the Shared folder in that system. When copied in this manner, the Network copy appears in the Shared folder of the member institutions.
- Tooltips include Contributed by information in addition to the rule name.
- Unneeded labels (Contributed by, Contact name, and Contact email) have been removed from the New Rule dialog box in the MD Editor (File > New > Normalization rules, File > New > Merge rules, and File > New > Indication rules).