Normalization Rules 1
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Introduction Normalization Rules Normalization rules are designed to change or update bibliographic metadata at various stages, for example when the record is: Saved in the metadata editor Imported via import profile Imported from external search resource Edited via the enhance the record menu in the metadata editor 4
Introduction Normalization Rules In addition to this presentation see also the online help 5
Introduction Normalization Rules The normalization rules are written in a specific syntax allowing the user to create rules to Add fields Delete fields Change text Change field tags Change indicators These operations may be performed Unconditionally Conditionally 6
Introduction Normalization Rules Examples of the different rules and the syntax is included in the online help 7
Introduction Normalization Rules This presentation will not discuss the specific syntax of the normalization rules. The focus here will be specifically on creating the normalization rules as well as how and where the rules may be used. 8
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Creating normalization rules The normalization rules are created in the metadata editor via menu File > new > normalization rules 10
Creating normalization rules Fill in the Normalization Rules Properties window as desired A logical name and description to later know what this rule does Choose shared if you want other uses to also access this rule Choose enabled if you want this rule to be active. When still editing and testing you may wish to leave it not enabled 11
Creating normalization rules In the window that opens enter the text of the normalization rule and then click Save 12
Creating normalization rules The text of the normalization rule can be copied from the examples in the online help and then changed as desired Example from online help Actual normalization rule Copy the text to the rule and then edit as desired 13
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Testing normalization rules Before actually running the normalization rule in a real process or import, it is recommended to test it. The normalization rule may be easily tested in the metadata editor as follows: 1. Open a record to test the rule on 2. Switch to split editor mode and leave record in left pane 3. Switch focus to blank right pane of split editor 4. In left navigation pane select the normalization rule and click edit 5. Rule opens in right pane 6. Test it by clicking Preview 15
Testing normalization rules With record to test open in left pane of split editor choose to edit the normalization rule Edit the normalization rule Record on which we will test the normalization rule is open in the left pane 16
Testing normalization rules The normalization rule open in the right pane with preview and save options. Preview allows user to test it Save allows for saving additional edits to the rule Clicking here will run the rule (in the right pane) on the record (in the left pane). 17
Testing normalization rules Now we see that the normalization rule did make a change Clicking Back to normalization rules will return the user to the rule for additional editing Clicking Apply changes will update the record The record did change and the sub field h was added to the title 18
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Add Normalization Rule as a Process In order to be able to use the normalization rule in various parts of the system it needs to be added as a process Each process may include one or more normalization rules. In this example we will add three normalization rules to one process. Our three normalization rules do as follows: The first one: Add 245 sub field h [Video] when 008 pos. 6 is g and 008 pos. 35-37 is eng The second one: Add 245 sub field h [Vidéo] when 008 pos. 6 is g and 008 pos. 35-37 is fre The third one: Add 245 sub field h [וידאו] when 008 pos. 6 is g and 008 pos. 35-37 is heb 20
Add Normalization Rule as a Process These are the three rules we will add to one normalization process 21
Add Normalization Rule as a Process From the Resource Management Configuration Menu choose Cataloging > Metadata Configuration 22
Add Normalization Rule as a Process From the Metadata Configuration List choose MARC21 Bibliographic 23
Add Normalization Rule as a Process From the Profile Details page switch to the Normalization tab and choose Add Process 24
Add Normalization Rule as a Process Give a name and description to the new process Click Next to arrive to the next screen 25
Add Normalization Rule as a Process In the Task List column select MarcDroolNormalization and click Add to Selection 26 Each time you click Add to selection the process is added to the upper pane. Do this once for each normalization process you want to add to the process
Add Normalization Rule as a Process Now in the task parameters tab we have three options to add the normalization rules. One option exists for each time we added MarcDroolNormalization in the Task List tab. We have added the three rules previously seen 27
Add Normalization Rule as a Process Now the new process exists This is the process we just added 28
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Running the process from menu One way the process can be run is via the metadata editor menu edit > enhance the record No subfield h here in the 245 field 30
Running the process from menu Choose Edit > Enhance the record 31
Running the process from menu User can then choose from the various processes 32
Running the process from menu Click OK and the process runs 33
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Running the process on a set Each process (which we already saw includes a normalization process) can also be run on a set of records. Choose Run a Job from the Manage Jobs section of the Administration menu. 35
Running the process on a set Select the desired process and click Next 36
Running the process on a set Select the set on which you want to run the process and click Next 37
Running the process on a set Choose the normalization routine(s) and click next 38
Running the process on a set Give a name for the process of the job and click next 39
Running the process on a set When the job completes you will see that the records which have a g in pos. 6 of the LDR have a 245 subfield h with [Video] 40
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Running a process in import profile The process we created can also be placed in the import profile. In the Normalization & Validation tab of the import profile it can be chosen in the Correct the data using field When an input file is imported with this profile the process will occur on the records 42
Running a process in import profile The first record in the input file, with title Top technologies, does have a g in position 6 of the LDR 43
Running a process in import profile The second record in the input file, with title AICPA's top technologies 2004, does not have a g in position 6 of the LDR 44
Running a process in import profile The input file is uploaded using the import profile which includes process Add 245 sf h [Video] 45
Running a process in import profile The first record correctly did get the subfield added 46
Running a process in import profile The second record correctly did not get the subfield added 47
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Running a process in external resource We have another normalization rule called Copied from WorldCat It adds a 900 field with text Copied from WorldCat 49
Running a process in external resource It has been added to a process called Add 900 copied from WorldCat 50
Running a process in external resource Now we want this process to take effect when we copy a record from WorldCat via search external resources and copy it to the metadata editor 51
Running a process in external resource First we will see which external resource is used in the external search profile called WorldCat This is accessed via Resource Configuration Menu > Search Configuration > External Search profile 52
Running a process in external resource In the Resources List tab of the External Search profile we see that the name of Resource is WorldCat 53
Running a process in external resource We will therefore now edit the resource WorldCat so that it will use the process called Add 900 copied from WorldCat This may be accessed via Resource Configuration Menu > Search Configuration > External Search Resources Then we will edit the resource 54
Running a process in external resource Now we can choose the normalization process to run for this search 55
Running a process in external resource Now we perform a search in WorldCat 56
Running a process in external resource View a record from results And see the field added to the view 57
Running a process in external resource And if we choose Import The field is added to import in the metadata editor 58