Harvesting Bepress Repository to Alma/Primo VE

Harvesting Bepress Repository to Alma/Primo VE

Add a Bepress Repository to Alma for discovery in Primo, using an import profile to check for and load new records to Alma from the repository periodically.

Create Remote Repository  

Configuration -> Resources -> Import Records -> Remote Digital Repositories 
From the Remote Repository Name listing, choose the format applicable for the repository. For Beepress that is Digital Commons OAI DC format 
From the ellipses, choose edit. 
General information tab:
Enter the OAI Base URL. Next, choose the 'Connect and Edit' button to add the Metadata Prefix. 
Transformer Rules tab:  
Unselect Linking Parameter 1 by choosing edit from the ellipses associated with the Linking Parameter 1 line and unselecting 'Add Source Field' and 'Add Source Field Validation.'
Click 'Save in List.'
Click on add rule, fill in the form:
            Representation Number = 1
      Source Field
            Field Name = header:identifier
            Extract value by Order
            Field order = 1
      Source Field Normalization and Validation
            Select Add Source Field Normalization
            Normalization Type = Regular Expression
            Normalization Pattern = (.*):(.*):(.*)-(.*)
            Normalization Group = 3
        Target Field
            Target Field = Linking Parameter 2
Click on 'Save in List'
Delivery tab
      Enter the Repository Name to display in Primo.
      Object Template = $$LinkingParameter1
Click Save and Test
      Choose to Test a First or a Random Record. The test should open a form filled in with a Passed status and a delivery link linking to the resource.

Create a Digital Collection

Resources -> Manage Inventory -> Manage Collections -> Add Top Level Collection 
      Bibliographic Record Information
            Record Format = Dublin Core
            Enter a title for the Collection (That title will appear in Alma's bibliographic records, 245 (title) MARC field.
      General Information
            Enter the Name of the Repository.
            Select the library.
Enter information in the other fields if you wish. It is not required. The record format field needs to remain as Dublin Core.
Click Save.

Creating and Using the Normalization Rule 

Bepress - the complete date and time stamp will transfer from the repository to Alma/Primo. To display a readable date, use this XML norm rule:

<xsl:stylesheet version="1.0" xmlns:xsl="http://www.w3.org/1999/XSL/Transform" xmlns:dc="http://purl.org/dc/elements/1.1/" xmlns:dcterms="http://purl.org/dc/terms/">
                <xsl:output method="xml" version="1.0" encoding="UTF-8" indent="yes"/>
                <xsl:strip-space elements="*"/>
                <xsl:template match="node()|@*">
                                                <xsl:apply-templates select="node()|@*"/>

<!-- Simon - 2021/11/12 - Remove time from dc:date -->

                <xsl:template match="//dc:date">
                                <xsl:element name="dc:date">
                                                <xsl:variable name="oldText" select="text()"/>
                                                <xsl:variable name="newText" select="substring-before($oldText, 'T')"/>
                                                <xsl:value-of select="$newText"/>


Implementing the rule

Resource -> Open Metadata Editor -> Rules -> Normalization.
New -> Normalization -> enter a name and description, select XSL and the shared buttons.
Click Save.
Copy XML rule, and paste into the window, click Save.

Adding the Normalization Rule to a Process 

Before using a normalization rule, the rule needs to be added as a process in Alma.
Configuration -> Resources -> Cataloging -> Metadata Configuration -> Qualified Dublin Core.
Normalization Processes tab -> Add Process -> Enter a Name and short Description -> Next.
Add Tasks -> Select DcDroolNormalization -> Next.
From the dropdown, select the Normalization rule.
Click Save.

Add Local Resource Type  

The Resource Type will likely be Other. If you want to assign a different Resource Type, create a local Resource Type in Alma. 
Configuration -> Discovery -> Display Configuration -> Local Resource Types
Add local Resource Type
Enter a code, select the Active button.
Enter the Singular and Plural display label.
Select RIS type, a Metadata format, and a Genre.
Add a condition in the section Mapping from Dublin Core.
In the 'Dublin Core tag' box, find the Dublin Core field to pull the Resource Type label, for example, dc:type.
Enter the Value of the Dublin Core field and click Add Condition.
Click Add Condition again to add multiple values, separated by boolean operators' and' or 'or.'

Create Import Profile 

Resources -> Import -> Manage Import Profiles -> Add a New Profile 
Choose Digital as the profile type -> Next. 
      Profile Details
            Un-select the Network Zone button and select the Remote button. 
            Enter a Profile Name. 
            In the field 'Remote digital repository instance,' enter the format of the repository, for Bepress that is Digital Commons OAI DC Format.
            Import Protocol = OAI 
            Source format = OAI DC Format 
            Status = Active 
            Enrich with setSpec = No 
            Target format = Dublin Core
      Leave the scheduler status as inactive for initial set-up until after the first complete harvest. Switch to Active and select a regular harvest time once testing and set-up are complete.
  OAI Details 
      The OAI Base URL field will be populated from the Remote Repository configuration.
               Click on Connect and Edit 
      For initial testing, choose a smaller set from the Set field dropdown. Change the Harvest Start Date to a recent date. The first Import should be on a small set of records.
Click on Open Test Page and test a random record. Once the test records open, you should see the metadata from the repository record, with a status of passed and a delivery link. 
Click Next. 
            In the 'Correct the data using' field, choose the previously created XSL Normalization Rule.
 Click Next. 
      Match Method = dc:identifier 
      Handling method = Automatic
      Upon match = Overlay
      Upon no match = Import
Click Next
      No changes are necessary unless you want to suppress the repository records.
Click Next
      Default Collection = Select the collection title from the dropdown.
      Select the active button and library.
Click Save 

Running the Import Profile 

The first time running the import profile is a test. Either harvest only a smaller set of records or change the harvest date in the import profile to a recent date. 
Check the several records in Primo to ensure that the links to the repository resource retrieve the resource.
Once the import profile works as anticipated, change the harvest date in the import profile to the earliest date a resource was ingested to the repository.  
To change the import profile, retrieve the import profile (Resources menu -> Import -> Manage Import Profiles). Under the Profile Details tab -> OAI Details -> choose all Sets and change the Harvest Start Date using the calendar, to the  -> Click Save. 
From the ellipses from the import profile, choose run. 
The last step is to change the Scheduler status to Active and choose a harvest time via the Scheduler. In addition, add an email notification in the import profile.

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