Example of DC Norm Rules Changes for Institutional Repository Harvest

This document shows only changes made to the Out of The Box Dublin Core norm rules–assume all other rulesets are unchanged from template. These changes represent the norm rules in use for the Cal Poly SLO Digital Commons harvest pipe as of 7/1/2018.

IR norm rules changes
Section	Field	Rule #	Enabled?	Change?	Source	Path/Value	Transformation	Parameter	Action	First Delimiter Space	Comments
Display	Creator	1	N	Y	XML	dc:creator					Disable OTB rule that displays author "Last name, First name" in brief display
Display	Creator	2	Y	Y	XML	dc:creator	Get author first name		MERGE	After	Enable OTB rule that displays author "First name Last name" in brief display for consistency with CSU norm rules for Alma records
Display	Creator	3	Y	Y	XML	dc:creator	Get author last name		MERGE	After	Enable OTB rule that displays author "First name Last name" in brief display for consistency with CSU norm rules for Alma records
Display	Contributor	1	N	Y
Display	Contributor	2	N	Y
Display	Contributor	3	N	Y
Display	Contributor	4	Y	new	XML	dc:contributor	Add to end of string	^(Advisor)	MERGE	After	Add (Advisor) to end of name
Display	Contributor	5	Y	new	XML	dc:contributor	Condition: Check that string exists: ", " Substitute string (using reg. exp.) Add to end of string	\, @@^(Advisor),^ ^(Advisor)	ADD		Add (Advisor) to end of each name when there are multiple advisors (comma separated in a single contributor field in the metadata)
Display	Publisher	1	Y	N
Display	Publisher	2	Y	new	Constant	DigitalCommons@CalPoly	Copy As Is		ADD		add DigitalCommons@CalPoly as publisher
Display	Creation Date	4	Y	new	XML	dc.date.created	Take substring	0@@4	OR		normalized creation date from dc.date.created
Display	Is Part Of	1	Y	N
Display	Is Part Of	2	Y	N
Display	Is Part Of	3	Y	N
Display	Is Part Of	4	Y	new	XML	dc:thesis.degree.discipline	Copy As Is		OR		added dc:thesis.degree.discipline to ensure that major dept. displays when using qdc records
Display	Is Part Of	5	Y	new	XML	dc:thesis.degree.name Conditions: Condition 1 - Logic: False Condition 1 - Source: Type: XML Path: dc:thesis.degree.discipline Success if: Match Any Condition1 - Routines Input exists	Remove Leading String Remove Leading String Remove Leading String Remove Leading String Remove Leading String Remove Leading String Copy As Is Add to end of string	BS in BA in BFA in MS in MA in MFA in (blank) ^Department	OR		added dc:thesis.degree.name to ensure that major dept. displays when using qdc records if dc:thesis.degree.discipline is missing
Display	Subject	1	Y	Y	XML	dc:subject	Upper case every first letter - whitespace only				Make sure first word is capitalized and all caps words don't change. Other words will be incorrectly capitalized but this is the best compromise.
Display	Description	1	Y	Y		dc:description/p	Drop String (use reg. exp) Drop String (use reg. exp)	<[a-zA-z/]+> <[a-zA-z/]+>			Handles descriptions with unexpected HTML coding (<p></p>)
Display	Description	2	Y	N		dc:description	Copy As Is
Display	Description	3	Y	N		dcterms:abstract	Copy As Is
Display	Description	4	Y	N		dcterms:tableOfContents	Copy As Is
Display	Description	5	Y	new	XML	dc:description.abstract/p	Drop String (use reg. exp) Drop String (use reg. exp)	<[a-zA-z/]+> <[a-zA-z/]+>			Handles descriptions with unexpected HTML coding (<p></p>)
Display	Description	6	Y	new	XML	dc:description.abstract	Copy As Is		ADD		added description.abstract to capture description from qdc records
Display	Description	7	Y	new	XML	dc:date.created California Polytechnic State University	Format Year Check that string not exists Check that string not exists Add to beginning of string	0 0000 9999 California Polytechnic State University^			add California Polytechnic State University [creation date]
Display	lds32	1	N	Y	XML	dc:thesis.degree.discipline	Add to beginning of string Copy As Is Drop String Add period at the end	Senior Project– (blank) Department (blank)	ADD		added "Senior Project–[department name]" (minus "department") to display NOT USED since logic added for Masters' Theses
Display	lds32	2	Y	new	XML	dc:thesis.degree.discipline Conditions: Condition 1 - Logic: True Condition 2 - Source: Type: XML Path: dc:thesis.degree.name Success if: Match Any Condition1 - Routines Starts with character B	Add to beginning of string Copy As Is Drop String Add period at the end	Senior Project– (blank) Department (blank)	ADD		added "Senior Project–[department name]" (minus "department") to display
Display	lds32	3	Y	new	XML	dc:thesis.degree.name Conditions: Condition 1 - Logic: False Condition 1 - Source: Type: XML Path: dc:thesis.degree.discipline Success if: Match Any Condition1 - Routines Input exists Condition 2 - Logic: True Condition 2 - Source: Type: XML Path: dc:thesis.degree.name Success if: Match Any Condition2 - Routines Starts with character: B	Replace string by string Replace string by string Copy As Is Add period at the end	BS in @@Senior Project– BA in @@Senior Project– (blank) (blank)	ADD		Uses degree name to add "Senior Project–[department name]" to display when thesis.degree.discipline is not included in the metadata (input exists == false) This may not produce an entirely accurate department name, but at least adds a close approximation. If there is ever a project to update missing data in Digital Commons, we can delete/reharvest and this field will automatically correct.
Display	lds32	4	Y	new	XML	dc:thesis.degree.discipline Conditions: Condition 1 - Logic: True Condition 1 - Source: Type: XML Path: dc:thesis.degree.name Success if: Match Any Condition1 - Routines Starts with character: M	Add to beginning of string Copy As Is Drop String Add period at the end	Master's Thesis– (blank) Department (blank)	ADD		added "Cal Poly master's thesis–[department name]" (minus "department") to display
Display	lds32	5	Y	new	XML	dc:thesis.degree.name Conditions: Condition 1 - Logic: False Condition 1 - Source: Type: XML Path: dc:thesis.degree.discipline Success if: Match Any Condition1 - Routines Input exists Condition 2 - Logic: True Condition 2 - Source: Type: XML Path: dc:thesis.degree.name Success if: Match Any Condition2 - Routines Starts with character: M	Replace string by string Replace string by string Copy As Is Add period at the end	MS in @@Cal Poly master's thesis– MA in @@Cal Poly master's thesis– (blank) (blank)	ADD		Uses degree name to add "Cal Poly master's thesis–[department name]" to display when thesis.degree.discipline is not included in the metadata (input exists == false) This may not produce an entirely accurate department name, but at least adds a close approximation. If there is ever a project to update missing data in Digital Commons, we can delete/reharvest and this field will automatically correct.
Links	OpenURL Full Text	1	N	Y							Disabling this rule--it writes "$$Topenurlfull_journal" in all PNX records from Digital Commons, which results in a bad (and unnecessary) OpenURL link (alma_tab2_norestrict) showing up in At the Library. (NLD 5/22/17)
Links	OpenURL Full Text	2	N	Y							Disabling this rule--it writes "$$Topenurlfull_journal" in all PNX records from Digital Commons, which results in a bad (and unnecessary) OpenURL link (alma_tab2_norestrict) showing up in At the Library. (NLD 5/22/17)
Facets	Creation Date	4	Y	new	XML	dc:date.created	Format Year Check that string not exists Check that string not exists	0 0000 9999			add creation date dc:date.created
Facets	Topic	1	Y	Y	XML	dc:subject	Upper case every first letter - whitespace only				Make sure first word is capitalized and all caps words don't change. Other words will be incorrectly capitalized but this is the best compromise.
Facets	Toplevel	1	Y	new	constant		available$$I01CALS_PSU				Needed to make these show up in Available at Cal Poly
Facets	Toplevel	2	Y	new	constant		online_resources$$I01CALS_PSU				Needed to make these show up in Available Online at Cal Poly
Search	Creatorcontrib	1	Y	N	XML	dc:creator	Copy As Is		ADD		OTB rule for creator
Search	Creatorcontrib	2	Y	Y	XML	dc:creator	Normalize author		ADD		Enabled OTB rule to normalize creator for searching ("John Smith" => "Smith, J")
Search	Creatorcontrib	3	Y	new	XML	dc:creator	Get author first name		ADD		Added rule to create "first name last name" version of author for improved searching
Search	Creatorcontrib	4	Y	new	XML	dc:creator	Get author last name		MERGE	After	Added rule to create "first name last name" version of author for improved searching
Search	Creatorcontrib	5	Y	N	XML	dc:contributor	Copy As Is		ADD		OTB rule for contributor
Search	Creatorcontrib	6	Y	new	XML	dc:contributor	Condition: Check that string not exists: ", " Replace Spaces by String Take from last occurrence Add to end of string	; ; ,	ADD		Case: one advisor Added rule to create "last name first name" version of advisor for improved searching
Search	Creatorcontrib	7	Y	new	XML	dc:contributor	Condition: Check that string not exists: ", " Take first words	1	MERGE	After	Case: one advisor Added rule to create "last name first name" version of advisor for improved searching
Search	Creatorcontrib	8	Y	new	XML	dc:contributor	Condition: Check that string not exists: ", " Copy As Is Add to end of string	(blank) ^(Advisor)	ADD		Case: one advisor Added rule to make "advisor name (Advisor)" searchable so users can search for advisor by clicking on the name in the full record (Primo searches on exact phrase when the link is used)
Search	Contributor	9	Y	new	XML	dc:contributor	Condition: Check that string exists: ", " Split Field	,^	ADD		Case: more than one advisor Make each advisor separately searchable
Search	Contributor	10	Y	new	XML	dc:contributor	Condition: Check that string exists: ", " Split Field Add to end of string	,^ ^(Advisor)	ADD		Case: more than one advisor, last in group Make each advisor separately searchable as exact search with (Advisor) appended (so these show up if advisor link is used to search from another record)
Search	Contributor	11	Y	new	XML	dc:contributor	Condition: Check that string exists: ", " Take until first occurrence Add to end of string	, ^(Advisor)	ADD		Case: more than one advisor, first in group Make each advisor separately searchable as exact search with (Advisor) appended (so these show up if advisor link is used to search from another record)
Search	Contributor	12	Y	new	XML	dc:contributor	Condition: Check that string exists: ", " Take from first occurrence Take until last occurrence Add to end of string	, , ^(Advisor)	ADD		Case: more than one advisor, second in group of 3 (if more than 3 advisors, 3rd through 2nd to last will not be separately searchable) Make each advisor separately searchable as exact search with (Advisor) appended (so these show up if advisor link is used to search from another record)
Search	Contributor	13	Y	new	XML	dc:contributor	Condition: Check that string exists: ", " Substitute string (using reg. exp.) Add to end of string	\, @@^(Advisor),^ ^(Advisor)	ADD		Case: more than one advisor Add (Advisor) to end of each name when there are multiple advisors (comma separated in a single contributor field in the metadata)
Search	General	1	Y	N
Search	General	2	Y	N
Search	General	3	Y	N
Search	General	4	Y	N
Search	General	5	Y	new							Add DigitalCommons@CalPoly to search
Search	Creation Date	1	Y	N
Search	Creation Date	2	Y	N
Search	Creation Date	3	Y	N
Search	Creation Date	4	Y	new	XML	dc:date.created	Format Year Check that string not exists Check that string not exists	0 0000 9999			add creation date dc:date.created
Search	Start Date	1	Y	N
Search	Start Date	2	Y	new	XML	dc:date.created	Format Year Complete Start Date	0 (blank)			add creation date dc:date.created
Search	Start Date	3	Y	N
Search	Start Date	4	Y	N
Search	End Date	1	Y	N
Search	End Date	2	Y	new	XML	dc:date.created	Format Year Complete End Date	0 (blank)			add creation date dc:date.created
Search	End Date	3	Y	N
Search	End Date	4	Y	N
Search	Add Title	16	Y	new	XML	dc:thesis.degree.discipline	Copy As Is	(blank)			Added search access point for department
Search	lsr06	1	Y	new	Constant	DigitalCommons@CalPoly	Copy As Is				Make DigitalCommons@CalPoly searchable as publisher
Search	lsr32	1	N	new	Constant	01CALS_PSU_SP	Check string equals string Write constant	01CALS_PSU_SP Senior Project			Add Senior Project for searching--check to be sure it's from the SP set DISABLED–senior projects and masters' theses come from the same source, so required rules to differentiate them before writing constant for searching
Search	lsr32	2	Y	new	XML	dc:thesis.degree.name Conditions: Condition 1 - Logic: True Condition 2 - Source: Type: XML Path: dc:thesis.degree.name Success if: Match Any Condition1 - Routines Starts with character: B	Write constant	Senior Project			Add Senior Project for searching, based on degree name
Search	lsr32	3	Y	new	XML	dc:thesis.degree.name Conditions: Condition 1 - Logic: True Condition 2 - Source: Type: XML Path: dc:thesis.degree.name Success if: Match Any Condition1 - Routines Starts with character: M	Write constant	Master's Thesis			Add Master's Thesis for searching, based on degree name
Search	lsr32	4	Y	new	XML	dc:thesis.degree.discipline Conditions: Condition 1 - Logic: True Condition 2 - Source: Type: XML Path: dc:thesis.degree.name Success if: Match Any Condition1 - Routines Starts with character: B	Add to beginning of string Copy As Is Drop String Add period at the end	Senior Project– (blank) Department (blank)			Add Senior Project–[department] for searching
Search	lsr32	5	Y	new	XML	dc:thesis.degree.name Conditions: Condition 1 - Logic: False Condition 1 - Source: Type: XML Path: dc:thesis.degree.discipline Success if: Match Any Condition1 - Routines Input exists Condition 2 - Logic: True Condition 2 - Source: Type: XML Path: dc:thesis.degree.name Success if: Match Any Condition2 - Routines Starts with character: B	Replace string by string Replace string by string Copy As Is Add period at the end	BS in @@Senior Project– BA in @@Senior Project– (blank) (blank)	ADD		Uses degree name to add "Senior Project–[department name]" for searching when thesis.degree.discipline is not included in the metadata (input exists == false) This may not produce an entirely accurate department name, but at least adds a close approximation. If there is ever a project to update missing data in Digital Commons, we can delete/reharvest and this field will automatically correct.
Search	lsr32	6	Y	new	XML	dc:thesis.degree.discipline Conditions: Condition 1 - Logic: True Condition 2 - Source: Type: XML Path: dc:thesis.degree.name Success if: Match Any Condition1 - Routines Starts with character: M	Add to beginning of string Copy As Is Drop String Add period at the end	Senior Project– (blank) Department (blank)			Add Cal Poly master's thesis-–[department] for searching
Search	lsr32	7	Y	new	XML	dc:thesis.degree.name Conditions: Condition 1 - Logic: False Condition 1 - Source: Type: XML Path: dc:thesis.degree.discipline Success if: Match Any Condition1 - Routines Input exists Condition 2 - Logic: True Condition 2 - Source: Type: XML Path: dc:thesis.degree.name Success if: Match Any Condition2 - Routines Starts with character: M	Replace string by string Replace string by string Copy As Is Add period at the end	MS in @@Cal Poly master's thesis– MA in @@Cal Poly master's thesis– (blank) (blank)	ADD		Uses degree name to add "Cal Poly master's thesis–[department name]" for searching when thesis.degree.discipline is not included in the metadata (input exists == false) This may not produce an entirely accurate department name, but at least adds a close approximation. If there is ever a project to update missing data in Digital Commons, we can delete/reharvest and this field will automatically correct.
Sort	Creation Date	3	Y	new	XML	dc:date.created	Format Year Check that string not exists Check that string not exists	0 0000 9999			add creation date dc:date.created