Prerequisites:

• You need the role Catalog Administrator to work with Normalization and Indication rules - contact the user manager for your area to assign this role to you
• You need to know how to create a set in Alma

About Indication Rules:

• Indication rules are used to retrieve data according the presence (or non-presence) of data in fields or subfields.
• Unlike indexes, the indication rules can work on any field / subfield / content combination and does not require that the field has been indexed ( = you can report on more fields than you can using Analytics)
• The data is retrieved by building an indication rule and then running it to filter a set
• Indication rules are written in the same syntax as Normalization Rules
• Create, duplicate, or copy community rules in the Metadata Editor under the left side, Rules --> Indication Rules:

Example indication rule: find EBL or ebrary in 856 $$z

Run that rule on a set to find records with EBL or ebrary in 856 $$z:

• Create a set of records to run the rule on (note: the bigger your set, the longer it will take to run your indication rule on)
• Go to your sets - Admin --> Manage Sets and find that set you created
• Ellipses on the right  --> Filter Set

Set the Indication Rule to the rule you just created, name the new set, and Submit

The job will run and create the new set with your search criteria applied and will email you when done.

Find the new set under Admin --> Manage Sets and look at Members to see what's in it.

From that view you can also Export an excel list of the members of that set:

Resources for learning Indication Rules:

• Filtering Sets
• Presentations and Documents - Rules
  • Both the Indication Rules and Normalization Rules sections are helpful, since you use the Norm Rule syntax to write Indication Rules
  • The last link - Rules - Indication rules and set filtering - links to a very helpful PowerPoint that explains the whole process