Changing Holding Records using a Normalization Rule

Changing Holding Records using a Normalization Rule

To change library or location, create a set of records and use the “Change Physical Items” job. The item will update the holding records. 
With a normalization rule change indicators, deleting subfields, or adding subfields in the holdings record. A general norm rule resides for these scenarios with a Network Zone icon. Copy the norm rule from the Network Zone to the Institution Zone. 

1. To copy a rule from the Network Zone 

Resources -> Open Metadata Editor -> Click on Rules tab -> Click on Normalization
Expand the Shared folder
Select the norm rule that applies to your scenario 
      Delete 852 Subfield 
      Change 852 Indicators
      Add Subfield in 852 

These rules reside in the Network Zone, they are available to copy to the Institution Zone.
Right-click on the rule, choose duplicate. Adjust the name and description to fit your needs. The Shared and Enabled buttons need to be selected -> click Save -> make changes to the rule. Change MARC field, indicator, or subfield content. 
Click Save -> Exit -> from the pop-up “Do you want to save normalization rules before closing?” choose Yes. 

2. Testing a Rule

Find one holding record to change and edit the holding record. 
Open the holding in the split-screen mode (arrow to the left of the exit button). 
Click Rules in the lower-left corner -> Normalization Rule -> Shared -> choose the rule with the house icon (IZ). 
Click on the rule to edit. The rule appears in the right screen -> Preview -> the changed holding record displays in the right screen. 
If the rule did not work as anticipated, return to the normalization rule to make further changes and try again. Remember to save the rule once it works.  

3. Adding the Rule as a process

In order to use the rule on a batch of records, the rule first needs to be added as a process.  
Configuration -> Resources -> Cataloging -> Metadata Configuration -> MARC21 Holding -> Normalization Process tab -> Add Process -> enter a title and give a description -> Next -> Add Tasks -> select MarcDroolNormalization -> Add and Close -> Next -> from the drop-down in Drools File Key choose the normalization rule -> Save. 
The normalization rule is now available to use with the Change holding job. 

4. Using the rule to make batch changes

In Alma, create a set of records to change, using a physical titles search. Save the set of records. 
Admin -> Run a Job -> Change Holding Information job -> the rule appears in “Correct the data using normalization rules. 
Run the job 


    • Related Articles

    • Normalization Rule to Update Bibliographic Record with Local Fields

      Alma defines local fields as 09x, 59x, 69x, 77x, 78x, and per MnPALS policy 950 - 999. You may not make any changes to the LDR or Network Zone MARC fields. To update or add local fields, please use the 'NZ Add Local Fields' normalization rule. The ...
    • Updating Records using Sets and Batch Jobs

      Please see “Create Set” documentation for creating a set of records to perform batch changes. The selection of jobs displayed depends on user roles.  From the Admin menu -> Run a Job. See the list of jobs available to you. Search for jobs by entering ...
    • Overlaying short bibliographic records from OCLC

      Overlaying a brief bibliographic record in the Institution Zone, match based on OCLC number. The process begins with the order record, updating the short bibliographic record with an OCLC number, and importing the complete bibliographic record from ...
    • Adding Links to Bibliographic Records (PowerPoint)

      PowerPoint to highlight how to add links (URLs) to bibliographic records.
    • Creating an Import Profile matching on POL

      The import profile updates the barcode and item policy if needed in Alma. Please note that the import profile does not update the location created at the time of the order.   1. Creating the Import Profile From the Resources menu, -> choose to Manage ...