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    Creating Normalization Processes for External Data Sources

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    Normalization rule processes group normalization rules files together so that you can assign them to import profiles for further normalization of an external source's records.

    To create a normalization rule process:
    1. Open the Process List page (Configuration Menu > Discovery > Loading External Data Sources > Normalization Process Task).

    2. Click Add Process to open the Process Details page.

      PVE_ProcessDetails_AddDiscoveryProcess.png

      Process Details - General Information (DC Source Example)
    3. Specify the following fields.

      • Business Entity – Refer to the table below to select the type of bibliographic records that are provided by the external data source.

      • Type – Refer to the table below to select the format type of the normalization rules that you need to use to process the import records.

      The following table lists the field selections based on data source format.

      Process Details - Field Selections
      Data Source Format Business Entity Type Task

      DC

      Discovery BIB Records

      Discovery DC normalization

      DCImportDroolNormalization

      Generic XML

      Discovery BIB Records

      Discovery generic XML normalization

      Generic XML - Normalization

      MARC21

      Bibilographic title

      Marc21 Bib normalization

      MarcDroolNormalization

    4. Click Next and then specify the following fields on the Process Details - General Information page:

      • Name – Specify a name for the new normalization rule process.

      • Description – Describe the contents or purpose of the normalization rule process.

      • Status – Specify whether the normalization rule process should be made active.

    5. Click Next to open the Process Details - Add Tasks page.

      PVE_AddNormalizationProcessDetails_Step3.png

      Process Details - Add Tasks (DC Source Example)
    6. Click Add Tasks to open the Add Tasks dialog box.

      PVE_AddNormalizationProcessDetails_AddTask_Step3.png

      Add Tasks Dialog Box (DC Source Example)
    7. For each rule file that you want to add to the normalization rule process, select the relevant task for your data source (see the Process Details - Field Selections table) and then select one of the following options:

      • Add – Adds a task and keeps the dialog box open so that you can add more tasks.

      • Add and Close – Adds the task, closes the dialog box, and opens the Process Details - Add Tasks page, which contains a row for each task added to the task list.

      • Close – Closes the dialog box and opens the Process Details - Add Tasks page, which will contain a row for each task added to the task list.

      PVE_AddNormalizationProcessDetails_TaskAdded_Step3.png

      One Task Added to List (DC Source Example)
    8. Click Next open the Process Details - Task Parameters page, which contains a section for each task that has been added to the task list.

    9. In each normalization section, select the name of a shared normalization rule file that you want to run. Private normalization rule files cannot be included in a normalization process.

      Each file is run in the order in which it appears in the list.

      PVE_AddNormalizationProcessDetails_TaskParameters_Step4.png

      Process Details - Task Parameters (DC Source Example)
    10. Click Save to complete the creation of the normalization rule process.

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