How-To: Normalization Rule for Importing Electronic Portfolios

Roles Required

Normalization rules may be created by a user with the Cataloger, Catalog Manager, and Catalog Administrator roles.

Normalization processes may be created by a user with the Catalog Administrator role.

Create Normalization Rule in Institution

1. Open the Metadata Editor.
2. Select the New menu, then select Placement Options (the bottom option on this menu).
3. For Placement of new rules, select Local. Click Save.
4. Select the Rules tab above the navigation pane.
5. Select the Normalization filter, then expand the Shared portion of the list.
6. Select the Search in List box and type 956 for inventory.
7. Locate and select the normalization rule, 856 to 956 for inventory.
8. Click the split editor button or type F6.
9. Select the New menu, then select Normalization.
10. Enter a name IZ 856 to 956 for Inventory. Use the same name for the Description field.
11. Change Access Level to Shared, and click Save.
12. Select and copy the text of the shared 856 to 956 for inventory rule, and paste the text into the empty editor pane.
13. Click Save.

Create Normalization Process

1. Go to the Alma Configuration menu.
2. Select Resources > Cataloging > Metadata Configuration.
3. Select MARC21 Bibliographic.
4. Select the Normalization Processes tab.
5. Click Add Process.
6. Enter a process name, IZ Import 856 to 956 for inventory. Use the same name for the Description field.
7. Click Next.
8. Click Add Tasks, then select MarcDroolNormalization, scroll to the bottom and click Add and Close.
9. Click Next.
10. For the Drools File Key, select the rule you created above, e.g., IZ 856 to 956 for Inventory.
11. Click Save.
12. Select the Fields tab.
13. Click Deploy.
14. Return to the main Alma menu.

Add Normalization Process to Import Profiles

This type of rule is intended for use in import profiles to select the correct URL in a record for creating inventory. The rule will be added to the Normalization & Validation tab of a profile using the Change the data for PO line and inventory using field. This rule scans the imported records, copying the data from 856 to 956 before the record is matched to any NZ records, and creating the inventory from this copy. 

This rule does not modify the record. However, since many local URLs are already saved in 956 fields, the bibliographic record may appear to have this data present. This is particularly true if the NZ normalization rule "856 to 956" is used with the Correct the data for matching and cataloging field.