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    Configuring Processes

    Translatable

    If you are creating normalization processes for Primo VE, see Creating Normalization Processes for External Data Sources.

    Processes are used to automate functions to update records and transactions for the following entities:
    • Authority MMS
    • Bibliographic title
    • Physical title
    • Publishing bulk
    • Purchase order line
    • Representation
    • Research Assets - Relevant only if you are using Esploro. See Asset Normalization in the Esploro documentation.
    • User
    • Vendor
    Processes can be created and tailored to your specific requirements and used when you run manual jobs. For jobs that you run over and over again with the same parameters, creating a process eliminates the need to repeatedly enter the same parameters every time you run the same job. See Running Manual Jobs on Defined Sets for more information.
    Normalization processes that you create for Authority MMS and Bibliographic title entities are also available for use in the MD Editor with the Enhance the Record option (Edit > Enhance the Record). See Enhance the Record for more information.
    See the table below for a list of processes that can be configured.
    Process List Options
    Business Entity Process Type Description
    Authority MMS MARC 21 authority normalization
    UNIMARC authority normalization
    CNMARC authority normalization
    Withdraw
    With the Authority MMS entity, you can create MARC 21,UNIMARC, and CNMARC normalization processes or Withdraw processes for managing your local authority records. These processes can be accessed/used when running manual jobs on defined sets.
    The MARC 21 authority normalization process type provides the following process options from which to select:
    • marc21AuthClearEmptyFieldsTask
    • marc21AuthResequenceTask
    • MARC Normalization Rules
      When you select the MARC Normalization Rules option from the Process List Pool and continue with the next step of the wizard, the Drools File Key parameter drop-down list shows all the normalization rules that you created under the Rules tab in the MD Editor. See Working with Normalization Rules for more information.
    • Add Hanja To Hangul Transliterations
    • Add Hanja To Hangul CK Transliterations
    • Add Hanja To Hangul MOE Transliterations
    • Add Hanja To Hangul Pinyin Transliterations
    • Add Kana To Hangul Transliterations
    • Add Kana To Romanized Kana Transliterations
    • AuthorityGeneralControlNumberSequence
    The UNIMARC authority normalization process type provides the following process options from which to select:
    • UNIMARCAuthClearEmptyFieldsTask
    • UNIMARCAuthResequenceTask
    • Unimarc Normalization Rules
      When you select the Unimarc Normalization Rules option from the Process List Pool and continue with the next step of the wizard, the Drools File Key parameter drop-down list shows all the normalization rules that you created under the Rules tab in the MD Editor. See Working with Normalization Rules for more information.
    • UnimarcAuthTag100OopenDateTask
    • Add Hanja To Hangul Transliterations
    • Add Hanja To Hangul CK Transliterations
    • Add Hanja To Hangul MOE Transliterations
    • Add Hanja To Hangul Pinyin Transliterations
    • Add Kana To Hangul Transliterations
    • Add Kana To Romanized Kana Transliterations
    • AuthorityGeneralControlNumberSequence
    The CNMARC authority normalization process type provides the following process options from which to select:
    • CNMARCAuthClearEmptyFieldsTask
    • CNMARCAuthResequenceTask
    • Cnmarc Normalization Rules
      When you select the Cnmarc Normalization Rules option from the Process List Pool and continue with the next step of the wizard, the Drools File Key parameter drop-down list shows all the normalization rules that you created under the Rules tab in the MD Editor. See Working with Normalization Rules for more information.
    • Add Hanja To Hangul Transliterations
    • Add Hanja To Hangul CK Transliterations
    • Add Hanja To Hangul MOE Transliterations
    • Add Hanja To Hangul Pinyin Transliterations
    • Add Kana To Hangul Transliterations
    • Add Kana To Romanized Kana Transliterations
    • AuthorityGeneralControlNumberSequence
    For a description of the normalization processes, see the Process List Pool Options table in the Working with Normalization Processes section.
    The normalization processes that you create and save using the Process List configuration page (Configuration Menu > Resources > General section > Processes) also appear on the Normalization Processes tab in Metadata Configuration (Configuration Menu > Resources > Cataloging section > Metadata Configuration). See below for an example of the Normalization Processes tab in the MARC 21 Authority Metadata Configuration Profile Details.
    Metadata Configuration Normalization Processes Tab for MARC 21 Authority
    See the Performing Global Changes on Locally Managed Authority Records section for more information about adding and configuring normalization processes from the Metadata Configuration.
    The Withdraw process type provides the following process option from which to select:
    • Delete local authority records
    Bibliographic title MARC 21 Bib normalization
    UNIMARC Bib normalization
    KORMARC Bib normalization
    CNMARC Bib normalization
    DC Bib normalization
    Export
    Metadata Management
    Withdraw
    With the Bibliographic title entity, you can create MARC 21,UNIMARC, KORMARC, and CNMARC normalization processes or Export, Metadata Management, or Withdraw processes for managing your bibliographic records. These processes can be accessed/used when running manual jobs on defined sets.
    The MARC 21 Bib normalization process type provides the following process options from which to select:
    • marc21BibResequenceTask
    • MarcDroolNormalization
    • marc21BibClearEmptyFieldsTask
    • MmsTagSuppressed
    • MmsTagSyncExternal
    • marc21createControlNumber
    • MmsTagsyncNationalCatalog
    • Update originating system information
    • Add Hanja To Hangul Transliterations
    • Add Hanja To Hangul CK Transliterations
    • Add Hanzi To Pinyin Transliterations
    • Add Hanja To Hangul MOE Transliterations
    • Add Hanja To Pinyin Transliterations
    • Add Kana To Hangul Transliterations
    • Add Kana To Romanized Kana Transliterations
    • Identifying Brief Level
    • BibGenerateControlNumberSequence
    • BibGenerateHandle
    • Generate MARC21 Author Call Number
    • BibGenerateControlNumberFrom009
    • BibGenerateControlNumberFrom009-2nd
    • addBibtoCollectionNormalizationTask
    • Flip Linked Fields
    The UNIMARC Bib normalization process type provides the following process options from which to select:
    • UnimarcBibResequenceTask
    • UnimarcBibClearEmptyFieldsTask
    • UnimarcBibAdd005Task
    • Normalization Rule
    • UnimarcBibTag100Task
    • UnimarcBibTag100OpenDateTask
    • Add Hanja To Hangul Transliterations
    • Add Hanja To Hangul CK Transliterations
    • Add Hanja To Hangul MOE Transliterations
    • Add Hanja To Pinyin Transliterations
    • Add Kana To Hangul Transliterations
    • Add Kana To Romanized Kana Transliterations
    • BibGenerateControlNumberSequence
    • Update originating system information
    The KORMARC Bib normalization process type provides the following process options from which to select:
    • Update originating system information
    • KormarcBibResequenceTask
    • KormarcBibClearEmptyFieldsTask
    • MarcDroolNormalization
    • BibGenerateControlNumberSequence
    • Add Hanja To Hangul Transliterations
    • Add Hanja To Hangul CK Transliterations
    • Add Hanja To Hangul MOE Transliterations
    • Add Hanja To Pinyin Transliterations
    • Add Kana To Hangul Transliterations
    • Add Kana To Romanized Kana Transliterations
    The CNMARC Bib normalization process type provides the following process options from which to select:
    • CnmarcBibResequenceTask
    • CnmarcBibClearEmptyFieldsTask
    • MarcDroolNormalization
    • CnmarcBibAdd005Task
    • CnmarcBibTag100Task
    • CnmarcBibTag100OpenDateTask
    • Update originating system information
    • BibGenerateControlNumberSequence
    • BibGenerateControlNumberFrom009
    • BibGenerateControlNumberFrom009-2nd
    • Create210BasedOn010
    • Generate Chinese Author Call Number
    • Add Hanja To Hangul Transliterations
    • Add Hanja To Hangul CK Transliterations
    • Add Hanzi To Pinyin Transliterations
    • Add Hanja To Hangul MOE Transliterations
    • Add Hanja To Pinyin Transliterations
    • Add Kana To Hangul Transliterations
    • Add Kana To Romanized Kana Transliterations
    The DC Bib normalization process type provides the following process options from which to select:
    • Qualified Dublin Core Bib normalize on SRU search
    The Export process type provides the following process option from which to select:
    • For future use.
    The Metadata Management process type provides the following process options from which to select:
    • Link a set of records to the Network Zone
      With this process option, you can specify the following task parameters:
      • Serial match method
      • Non Serial match method
      • Upon No Match / Contribute IZ records
    • Unlink bib records from authority records
    • Identify records that are not used in the Network
      With this process option, you can specify the following task parameters:
      • Output set name
      • "Not used" records apply to:
        • Records that are not associated with Collections
        • Records that are not associated with PO lines
        • Records with no resource requests
        • Records with no resource sharing lending requests
        • Records with no reading list citations
        • Records that are part of a boundwith relation
    • Add reminders
      With this process option, you can specify the following task parameters:
      • Date
      • Type
      • Status
      • Text
    • Unlink a set of records from the Network
    The Withdraw process type provides the following process option from which to select:
    • Delete Bibliographic records
      With this process option, you can specify the following task parameters:
      • Do not delete if related to other records
      • Delete all associated inventory resources
    CN import CZ members CN_IMPORT_CZ_RECORDS
    This is a collaborative network option.
    This option provides the ability to harvest Community Zone-linked electronic records from members in a Network Zone and display these records in the Network Zone as linked to the Community Zone. See Import CZ Records from CN/NZ Members Task.
    The CN import CZ members process type provides the following process option from which to select:
    • Import CZ Records from CN members task
    Discovery BIB Records Discovery DC normalization
    Discovery generic XML normalization
    For Primo VE environments only, this option provides the ability to create normalization process tasks that are used by Discovery import profiles to normalize records from external sources into Primo VE.
    Physical title Withdraw With the Physical title entity, you can create Withdraw processes for managing your physical title records. These processes can be accessed/used when running manual jobs on defined sets.
    The Withdraw process type provides the following process option from which to select:
    • Delete holding records with no items
    Publishing bulk (1) Publishing With the Publishing bulk entity, you can create Publishing processes for managing publishing records. These processes can be accessed/used when running manual jobs on defined sets.
    The Publishing bulk process type (the first Publishing bulk option from the drop-down list) provides the following process options from which to select:
    • Initial Primo Publish
    • Incremental Primo Publish
    • Incremental Oclc Publish
    • Items RSS Publish
    • Synchronize bib records with OCLC Publish
    • Primo Republish Set of Titles
    • Primo Central Publish
    • Google Scholar Publish
    • LA Publish
    • Network Zone Republish Set of Titles
    • Network Zone Republish Set of Titles (Impl)
    • Mark records to be published by NZ job
    • Mark records to be published by NZ job (Impl)
    • Summon E-holdings and Zero title Publishing
    • Summon Catalog Publish
    Publishing bulk (2) Publishing With the Publishing bulk entity, you can create Publishing processes for managing publishing records. These processes can be accessed/used when running manual jobs on defined sets.
    The Publishing bulk process type (the second Publishing bulk option from the drop-down list) provides the following process options from which to select:
    • Holding OCLC Republish Set of Titles
    • Bib OCLC Republish Set of Titles
    Purchase order line Update PO Lines Information
    Update PO Lines Transactions
    Update PO Lines Workflow
    Change PO Lines Status
    Update PO Lines Information - Advanced
    With the Purchase order line entity, you can create processes for managing your PO lines. These processes can be accessed/used when running manual jobs on defined sets.
    The Update PO line information process type provides the following process option from which to select:
    • Update PO Lines Information
      With this process option, you can specify the following task parameters:
      • Material supplier – unconditionally, if field empty, or if field not empty
      • Access provider – unconditionally, if field empty, or if field not empty
      • Invoice status – unconditionally, if field empty, or if field not empty
      • Receiving note – unconditionally, if field empty, or if field not empty
      • Claiming grace period (days) – unconditionally, if field empty, or if field not empty
      • Acquisition method – unconditionally, if field empty, or if field not empty
      • Material type (Physical) – unconditionally, if field empty, or if field not empty
      • Material type (Electronic) – unconditionally, if field empty, or if field not empty
      • License – unconditionally, if field empty, or if field not empty
      • Rush – unconditionally, if field empty, or if field not empty
      • Manual renewal – unconditionally, if field empty, or if field not empty
      • Manual packaging – unconditionally, if field empty, or if field not empty
      • Reporting code – unconditionally, if field empty, or if field not empty
    The Update PO line transactions process type provides the following process option from which to select:
    • Update PO Lines Transactions
      With this process option, you can specify the following task parameters:
      • List price – unconditionally, if field empty, or if field not empty
      • Quantity – unconditionally, if field empty, or if field not empty
      • Release remaining encumbrance – unconditionally, if field empty, or if field not empty
      • Fund (percent)
    The Update PO Lines Workflow process type provides the following process option from which to select:
    • Update PO Lines Workflow
      With this process option, you can specify the following task parameters:
      • Save and Continue - Selecting this option will try to push the PO line from 'In Review' one step ahead in workflow
      • Set to In Review - Selecting this action will set the PO line from 'Ready' to 'In Review'
      • Reopen closed/canceled PO lines - Selecting this option will try to reopen closed or canceled PO lines and set them to In Review
    The Change PO lines Status process type provides the following process option from which to select:
    • Change PO Lines Status
    The Update PO Lines Information - Advanced process type provides the following process options from which to select:
    • Purchase Type
      With this process option, you can specify the new value for the purchase type:
      • Print Book - One Time
      • Print Book - Standing Order
      • Electronic Book - One Time
      • Electronic Book - Subscription
      • Microform
      • Manuscript
      • Physical Computer File - One Time
      • Physical Computer File - Subscription
      • Remote Computer File - One Time
      • Remote Computer File - Subscription
      • Print Journal - One Time
      • Print Journal - Subscription
      • Electronic Journal - One Time
      • Electronic Journal - Subscription
      • Electronic Book - Standing Order
      • Sound Recording
      • Physical - One Time
      • Physical - Subscription
      • Physical - Standing Order Monograph
      • Electronic Collection - One Time
      • Electronic Collection - Subscription
      • Electronic Title - One Time
      • Electronic Title - Subscription
      • Electronic Title - Standing Order
      • Musical Score
      • Map
      • Mixed Material
      • Visual Material
      • Access Service - Subscription
      • Database Service - One Time
      • Other Service - One Time
      • Other Service - Subscription
      • Physical - Standing Order Non Monograph
      • Physical - Archiving
      • Digital - Non-Archiving
    • Acquisition Method
      With this process option, you can remove the PO line from the PO for the following acquisition methods:
      • Purchase
      • Approval Plan
      • Gift
      • Purchase at Vendor System
      • Depository
      • Exchange
      • Technical
    • PO Line Owner
      With this process option, after selecting a library, you can change the PO line and PO line status as follows:
      • If there is no Acquire For relationship between the new owner and the item's library, Alma removes the item if it is not received. If it is received, the link is removed.
      • If the vendor is not available for this library and the PO line is not yet sent, the PO line status is set to In Review and the vendor is removed from the PO line.
      • If the fund is not available for this library and the PO line is not yet sent, the PO line status is set to In Review and the fund is removed from the PO line.
    Representation Withdraw With the Representation entity, you can create Withdraw processes for managing your digital representation records. These processes can be accessed/used when running manual jobs on defined sets.
    The Withdraw process type provides the following process option from which to select:
    • Withdraw digital representations
    User Users With the User entity, you can create Users processes to update or notify a set of users. These processes can be accessed/used when running manual jobs on defined sets.
    The Users process type provides the following process option from which to select:
    • Update/Notify Users
    Vendor Legal Deposit Annual Receipt With the Vendor entity, you can create Legal Deposit Annual Receipt processes for managing legal deposit annual receipt tasks. These processes can be accessed/used when running manual jobs on defined sets.
    The Legal Deposit Annual Receipt process type provides the following process option from which to select:
    • Legal Deposit Annual Receipt Task

    Creating Processes

    Create and save processes to save time when you run manual jobs. In addition, create normalization types of processes to assist with enhancing records when cataloging records in the MD Editor.
    To create a process:
    1. Open the Process List page (Configuration Menu > Resources > General > Processes).
    2. Select Add Process.
    3. From the Process Details page, select the Business Entity that you want to create.
    4. Select the process type that you want to configure. The options vary depending on the Business Entity that you selected. The process type that you select corresponds to the Type column that appears on the Run a Job - Select Job to Run page. See the Process Type column in the table above, Process List Options for the complete list.
    5. Select Next and complete the remaining steps presented by the configuration wizard.
    6. When you are finished, select Save.
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