Prerequisites:

• To work with normalization rules, you must have the role of Catalog Administrator

Learning to work with Normalization Rules

• Working with Normalization Rules
• Normalization Rule Examples
• Search ALMA-L for answers to norm rule questions or to ask others for advice

Example Rule

What this rule does:

Unconditionally adds the following fields to records:

583 1# $$a committed to retain $$c 20170701 $$c 20421231 $$f HathiTrust $$u https://www.hathitrust.org/shared_print_program $$5 GEU

590 $$a Retained as part of the HathiTrust Shared Print Program until December 31, 2042.

940 $$a HATHITRUST SHAREDPRINT

About Normalization Rules

• Create, duplicate, or copy community rules in the Metadata Editor under the left side, Rules --> Normalization Rules:

Emory naming convention: EMORY-[library code] Name of rule

EMORY-ALL can be used for all libraries/shared processes

Examples in Shared folder:

Tips for working with Norm Rules:

• I create various normalization rules in my Private Folder and then paste them into EMORY - UNIV Generic change when I need to actually run one
• EMORY - UNIV Generic change is set up to work this way - it's set up as a reuseable process that you can just paste your Norm rule text into for "one off" change jobs, as opposed to things you need to run regularly or as part of another process. Otherwise, you'd have to set up a separate process for each norm rule you create to run them
• Start by duplicating another rule and trying to change it to do what you want, rather than starting from scratch - it's much easier this way
• Use the Split Screen editor and a test record to test your Norm Rule and adjust as needed

Using the Split Screen editor and a test record to test your Norm Rule:

• Open up your test record in the Metadata Editor
• Click the Split Screen Icon

• Your record will collapse to the left and the right side opens up:

• Click on Rules at the bottom left
• Find the rule you want to open and choose Edit

• The rule will open up on your right

• Click Preview to test your rule on your record
• Changes to the record will be highlighted
• Changes won't be applied to the record unless you click Apply Changes

Run a Norm Rule using EMORY-UNIV Generic Change

• Develop your norm rule using a Private Rule and testing on a test record until you're sure it works as expected
• Create a set of records to run your norm rule on (you'll need to create a set of bib records for this kind of change)
• Paste text of your Private Rule into body of EMORY-UNIV Generic Change and SAVE:

• Admin --> Run a Job
• Choose EMORY-UNIV Generic Change and click Next

• Choose the set to run the norm rule on and click Next

• Click Next

• Review and confirm job
• Submit when ready

• Monitor the job in the Running tab
• Click Refresh to update this page
• You can also go to Admin --> Monitor Jobs to get to this page

• When the job finishes running, you get an email and it will move to the History tab