MnPALS creating a form based indication rule

Creating a Form Based Indication Rule

Note: Indication Rules in Alma can assist you in finding specific MARC fields and data in those fields. Use the indication rule to filter a set of records by the indication rule parameter.

1. Creating a form-based indication rule

From the Resources menu, open the Metadata Editor.
In the left column, click on the Rules tab.
Click the New menu in the main window, then choose Indication.
Enter a Name and Description. Select Type form, Record Type choose bibliographic, Format is MARC21, and Access Level shared.
Click Save

The indication form editor opens. Select the MARC field, indicator, and/or subfield you want to search.
Select the operator and enter the search terms (if applicable). 
Click Save.

2. Using the indication rule

Conduct a search in Alma, then save the results by selecting the Save and Filter Query button.
Enter a set name and save the set.
Retrieve the set from the Admin menu -> Manage Sets.
From the set's ellipses, choose a filter set.
Choose the indication rule from the drop-down.
Click filter this set.

A job runs filtering the set. Pick up the filtered (results) set via the Admin menu -> Manage Sets. The completed set will have the title with the words filtered.