Working with Rules
- Cataloger extended
- Catalog Manager
- Catalog Administrator
- Working with Normalization Rules
- Working with Merge Rules
- Working with Indication Rules
- Working with Brief Record Levels
- Working with Authority Headings Rules
- For more information on rules, see Presentations and Documents - Rules
Menu Bar of the Rule Area
|Save Record (Ctrl+S)||
Saves the changes in the repository.
The New menu presents a list of rules types that you may want to create.
For Network Zone consortia members, users can control whether to save new rules locally or in a network institution. To make this selection, open the Records or Templates area, and go to New > Placement Options. Note that this selection is per user.
|Normalization||Select to create a normalization rule. For more details, see Working with Normalization Rules.|
|Merge||Select to create a merge rule. For more details, see Working with Merge Rules.|
|Indication||Select to create an indication rule. For more details, see Working with Indication Rules.|
|Brief level||Select to create a brief level rule. For more details, see Working with Brief Record Levels.|
|Authority headings||Select to create an authority heading rule. For more details, see Working with Authority Headings Rules.|
|Normalization (Research)||Select to create normalization rules for Esploro. This option appears only when Exploro is enabled in the system. For more details, see Managing Asset Normalization Rules.|
|Normalization (Discovery)||Select to create normalization rules for Primo VE. This option appears only when Primo-VE is enabled in the system. For more details, see Working with Normalization Rules.|
|Rule Actions Menu|
Select to edit the rule (not available for out-of-the-box (default) rules and Community Zone rules).
Enabled for Private rules and Shared non-default rules.
|View||Select to view the rule in cases when you cannot edit it.|
|Duplicate||Select to duplicate the rule, in order to modify and create another rule based on this rule.|
|Contribute to CZ||Select to contribute this rule to Community Zone (if you have this capability).
The contributed rule appears both in the Shared folder and in the Community Zone folder.
|Properties||Select to view and modify the rule properties, such as its name.|
Select to delete the rule.
Enabled for local rules and CZ rules contributed by your institution
|Test external records||
Select to save and test the rule in Primo-VE. For details, see Testing Normalization Rules for External Data Sources.
Enabled for Institution rules.
|Search & Browse menu|
|Browse Shelf Listing (Alt+C)||Displays the following options in order for you to do a call number browse:
This functionality is also available by selecting Resources > Cataloging > Browse Shelf Listing.
When you select the link in the Description column for a call number, the bibliographic record opens in the Metadata Editor for editing. When you select the Holdings link in the Level column for a call number, the holdings record opens in the Metadata Editor for editing.
The way in which this browse works cannot be configured.
Browse Bibliographic Headings (Alt+H)
Use this option to view bibliographic headings determined by the following search criteria that you select:
See Browsing Bibliographic Headings for more information.
This capability can also be accessed from Resources > Cataloging > Browse Bibliographic Headings.
|Search Resources (Alt+E)||Exclude the record from being searched by external systems.|