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DRAFT

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Background

Network Zone OCLC Integrations (Search External Resources and Connexion Export) will use a normalization rule that will be configured in the network zone instance and used by all campuses.  This document describes the CSU-wide normalization rule used in these integrations.

Policy Statement

Explain effects of NZ norm rule and rationale for why each institution may want to copy the norm rule used for OCLC record import and merge for use with their local IZ.

The current normalization rule, CSU Remove 029,938,948 removes the 029, 938 and 948 Marc fields from the NZ record. The 029 is removed because it is a vendor control number and serves no function in Alma. Futhermore, the Orbis Cascade Alliance found that numerous 029 fields caused problems with record processing. The 938 and 948 Marc fields are also vendor-specific data with no function in Alma.

Best practice recommendations

The normalization rule, CSU Remove 029,938,948 should be used in the NZ OCLC integrations for Search External Resources and Connexion.

Procedures in Alma

Describe how to access the NZ 029,938,948 removal rule and add as a process in Alma for each institution who would like to use the same normalization rule when working with their Institution Zone.

The normalizaton rule, CSU Remove 029,938,948 is applied at the NZ level for Search External Resources (Worldcat) and Connexion export.

Optionally, if a campus would like to apply to this rule in its instance of Alma the rule must be saved to the campus' institution (aka local) zone.

Saving the normalization rule to your IZ

In Metadata Editor, go to File, Options and Placement of new rules should be Local.

Under the Rules tab go to Normalization Rules and then Shared to locate the normalization rule, CSU Remove 029,938,948. Then left-click on it and Duplicate.

Name this rule (suggestion: CSU Remove 029,938,948 IZ) and make sure that it is Shared and Enabled.

After you save this rule, you will create a normalization process from it and this process will be available for your IZ's Connexion and Search External Resources integration profile.

Creating a normalization process form the locally-saved normalization rule

Go to Alma, Resource Management, Resource Configuration, Configuration Menu. Then Cataloging, Metagdata Configuration.

Then select MARC21 Bibliographic.

Select Normalization Processes tab and Add Process.

Name and describe your process. (Suggestion: CSU Remove 029,938,948 IZ) Make sure the process is Active.

Select MarcDroolNormalization (the normalization rules are written in the Drools programming language) and then Add to Selection.

Choose the normalization rule, CSU Remove 029,938,948 from the drop-down.

Now this process will be available to use with your IZ's Connexion and Search External Resources integration profile.

Action log


SectionPoint Person

Expected Completion Date

Last action takenNext action required

Articulate the need for the policy (background)

 



Create a Policy Statement

Marcus Jun

 

added policy statement about the need to removed specific Marc fields from NZ record

Identify and create best practice recommendations

Marcus Jun


 



Where applicable, identify and write up procedures in Alma

Marcus Jun


 

added brief info about shared normalization rule, added procedure for saving normalization rule to IZ then create a normalization process from it.


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