Maggie McGee: Somebody began recording as always with every session, please feel free to unmute yourself type into chat ask away any questions.
Maggie McGee: You know, feel free to share any insights that you may have as well all important after the session, this will be posted a same link where the slide deck was we're also going to begin making sure transcripts are added as well.
Maggie McGee: So this session we're going to be talking about creating using normalization processes I realized the name of my slide deck is different from what it wasn't look cal don't worry about it it's the same content.
Maggie McGee: Just when I was creating the sessions, I had to think of what to naming sessions and the seemed more appropriate when I was writing my slide deck.
Maggie McGee: So today we're going to cover creating a normalization process aka norm process I usually call norm, instead of normalization.
Maggie McGee: So, in case I do use norm, or a news normalization assault same thing we're going to show how to do it for mark 21 bid and a mark 21 holding record, because you know they are very they are the same, but it's different places where you need to do it for different processes.
Maggie McGee: running a normalization process on the set of records anoma for both you know mark they've 21 and holdings, they are done differently, the job is run differently, I.
Maggie McGee: refer to normalization process as a job because it runs as a job, but you're using the normalization process and it is used differently for babe records and for holdings.
Maggie McGee: However, what is really exciting is that they're going to be doing some new work on holding records um I think this year is what.
Maggie McGee: I heard and why the sessions that you know, increasing search indexes allowing you to create holding record sets not using just bibliographic you know physical titles being able to.
Maggie McGee: You know run you know, a problem or processes on these sets so it will be great to have more flexibility with our holding records and be able to create sets search for them, just as effectively as we can, for our records.
Maggie McGee: and the last thing we're going to look at is deleting a normalization process, because if you don't need a normalization process anymore.
Maggie McGee: You don't need to keep it, you know if it's a one shot deal it's just something it was clean up project you don't need to keep.
Maggie McGee: All these processes and normalization rules, you can delete them when you're done using them or you can just delete the process and you could keep your normal that's no problem because remember your normals for any of these norm processes are going to be local because.
Maggie McGee: Your.
Maggie McGee: Excuse me, doing them on your local records.
Maggie McGee: Now there's some prerequisites to be able to create a norm process and running a normalization process on the seven records.
Maggie McGee: You need to have a normalization role already and you need to test the normalization rule lambie editor I can't emphasize enough.
Maggie McGee: how important it is to test your normalization role in the metadata editor and not just on one record do it on different records, with different data see how it behaves.
Maggie McGee: As you see, in testing, sometimes I add fields to see how things behave and then I remove them after.
Maggie McGee: You could do that too, but you could just test on multiple different records i'm usually.
Maggie McGee: I usually just pay attention to what i'm adding so I know what to delete but I like to test in various ways to make sure my role is going to behave the way I want before I do a normalization.
Maggie McGee: process on those set of records, because it may not have the desired results when I look at them after and then i'll have to create another normal to fix what I did and start all over.
Maggie McGee: So, are there any questions about what we have to cover and what are prerequisites are to be able to use a normalization process.
Maggie McGee: Great so the next thing we have to talk about are required roles, because everything has a required role, one of the limitations of being able to create a normalization process is that you need the catalog administrator role now, if you do not have the catalog administrative role.
Maggie McGee: You can ask your.
Maggie McGee: All my administrator if they could add that role for you, and if they asked why you need that role, you can be like I do a lot of cleanup projects.
Maggie McGee: You know I need to be able to create these new processes, so I can do it in a timely way and I don't have to do it on individual records, I can run on a set now if your institution is very locked down and they're like well we can't give you that role, because it's not within the scope.
Maggie McGee: You would have to go through them or whomever has the role to be able to do this to create your normalization process, so it depends on the structure at your your institution and how they are about adding additional goals to your username.
Maggie McGee: And then, one of the following rules, you need to be able to find a job anoma there's a lot more roles.
Maggie McGee: You can have to be able to want a job and chances are you're going to be most interested in the Kellogg administrator I just went back i'm sorry about that Kellogg administrator or the catalog manager.
Maggie McGee: roles, you may actually have some of the other ones, no problem, but as long as you have one of these roles, you can run a job so again.
Maggie McGee: If you don't have one of these roles you'll just need to advocate has to have this added and explain why.
Maggie McGee: Any questions.
Maggie McGee: we're going to just jump in on that because I all this free thing that I have in the slide decks we're going to go through an aunt my, but you can follow along.
Maggie McGee: Okay Douglas can you undo the job if you don't like the results, no you can't undo a job, unfortunately, just like any job you can't undo a job, but you can rewrite a job.
Maggie McGee: So I could run another job with a different normalization rule to change the results.
Maggie McGee: So what I would do is I would then test on those set of records.
Maggie McGee: In the metadata editor and create a rule, so that I got the desired result tested on a couple of those records.
Maggie McGee: Then I would create a new norm process run it on that set of records to correct it.
Maggie McGee: Other jobs have different parameters and they're much easier to do because you don't have to create a normal to do it for the most part, but there's no i'm doing a job anoma, but you can be on a job with different parameters to change it to where you want it to be.
Maggie McGee: Working just jump into amo right now.
Maggie McGee: And we're just going to get going so first of all I do is i'm going to go through my slide I emphasize that the topic, it is important to test your normal on records right very important so we're just going to do a quick like pretend we're going through the process.
Maggie McGee: And i'm just going to click on the split screen editor i'm going to click rules.
Maggie McGee: One thing I want to bring up and I forgot to mention at the very beginning, I don't know if everybody has seen I posted to workplace but on all my l they mentioned that due to feedback they're going to push out the exclusive use of the new Meta data editor.
Maggie McGee: until October release, so you have until October 2021 to get even more comfortable with the new my data editor and I think we're ahead of the curve on a lot of places because we've started working in this very early so you still have a little bit more time.
Maggie McGee: To get used to this and work on it, so I wanted to mention that, before I forgot.
Maggie McGee: So there are some flicky things so in a good way we have little more time because there's some still glitchy things because I click on my rules normalization.
Maggie McGee: it's still not doing the search lists are going to correct that by the June release, so we still have a little bit to wait, so this is the rule i'm going to use a manual process.
Maggie McGee: So this is if this does not exist in this record if nine 694 subfield a picture book with a period does not exist, then I want this to be added.
Maggie McGee: And because i'm adding local sub fields, because the only time we're going to we're going to add local fields to our nz linked records.
Maggie McGee: Now, if they are ID linked records, we can change them as we want, but if you ever linked them to the network zone.
Maggie McGee: they're going to lose your whatever changes you've made if they're not in local field so just be aware of that, you may have collections at stay local only and you have carte blanche, you can do what you want, with them.
Maggie McGee: But if they are linked to the nz or going to be linked to the nz please make sure you're only adding local field information in the mark records all those are changes would be in the mark record no sale sale.
Maggie McGee: And you would make sure you save the mark record in oclc so that it is you know replaced and that content is permanent.
Maggie McGee: So here's my role, and I would just click preview so I can see what would happen and i've got to look at what's in this record so we're just scroll down really quick, there is no 694 but if I come here.
Maggie McGee: I should see 694 with the local subfield so that's what I want perfect and I have that in the role only subfield nine local doesn't exist because I don't want to keep adding it in case I have other 694 so what i'm going to do is i'm just going to apply the change to this one.
Maggie McGee: Anyway, and i'm going to click apply changes and once I do is going to save it because this isn't one of my sets that i'm going to use the job.
Maggie McGee: So i'm just going to save this and i'm going to just go and test the rule again because.
Maggie McGee: You can apply changes to a record no problem, unfortunately the only you know that if you want to add fields, I would say use templates and expand from template but if you're collecting data that you know the if we come here to let me come back oops I didn't mean to do that.
Maggie McGee: it's me click into quick so i'm going to go back to my editor see if I can come back here perfect So if I click in here and remember, we have this enhanced the record it only uses.
Maggie McGee: normalization processes that are in the network zone, so those those are things that i've added or somebody else at the sls so it's not going to be one of your normal processes so just be aware of that, so if you just want to add a field.
Maggie McGee: And you're not making data correction changes I would create a template and use that expands from template otherwise.
Maggie McGee: Know we're going a little off track, but so here I am and here's my new record it now has a picture book added, which is what I want.
Maggie McGee: It has the six nine for separately picture book, it has that local extension that subfield nine creates the House, it creates our local our local icon.
Maggie McGee: So, now that I have this i'm going to go back to my room and i'm just going to open that up and now i'm going to test it again because I want to make sure it's not going to add it so if I click preview.
Maggie McGee: And I come here.
Maggie McGee: And it did, and I think there was something, why is it doing that and it might be because.
Maggie McGee: I kind of came to the soc I the I know I changed this earlier but i'm going to try it now, because I think that space after the period was causing some problems now, but again, you want to play with these things, but I want to make sure it's not going to add it.
Maggie McGee: And perfect that's what it is, so you can see that's why it's really important to test, because, as you see it had no problem, adding it.
Maggie McGee: But then it was having problems saying oh it exists, so I changed it so there's the two backsplashes slashes period, so I want to save this, I want to make sure that I keep this so i'm going to close this out, I want to open it because i'm going to use that norm process.
Maggie McGee: And it's very important for some reason is not saving it so i'm going to create a duplicate this so you would not have this problem typically in production, but just be aware of something weird is going on.
Maggie McGee: And i'm going to close it now and see if it will work, because sometimes if you save it and one of them and there's something really going weird going on, so i'm going to duplicate this right now.
Maggie McGee: Typically, you wouldn't have to do this.
Maggie McGee: And i'm going to use test to test, so we have that click save and i'm going to edit it and hopefully it will retain my changes this time.
Maggie McGee: Because I want to use this in the norm process and I don't want it to not work properly.
Maggie McGee: i'm going to close this and I want to open it and see what it does perfect that's what I want I don't know what was going on with that other role.
Maggie McGee: Again, they just did another update and every time they do an update there seems to be a regression so that's something we're going to need to report so we've tested this we're all happy to go and now we're going to create our norm process.
Maggie McGee: So we're going to go there.
Maggie McGee: So for me to create the norm process, remember, I need to have catalog administrative role.
Maggie McGee: To be able to go into configuration, I can close this it doesn't matter I can leave it open it's not really open it's.
Maggie McGee: it's not like a big record, so I clicked on the configuration click on resources go to cataloging into metadata configuration.
Maggie McGee: And this is for mark bit we're going to do one for the holding as well, so if I look at here my mark bed i'm going to click on this Mark Twain and goodly graphic link under active profiles.
Maggie McGee: And then click on normalization process from here i'm going to click add a process.
Maggie McGee: And it's really, really important when you add a process that you make sure.
Maggie McGee: you name it something.
Maggie McGee: You can identify and I typically have the name and the description, the same only because by whichever way I search by name or description is going to come up, and these are both mandatory you want the status to be active and after you do that, you click next.
Maggie McGee: Now I come to this ad task parameter, you need to add a task, so this is i'm going to click on a task, remember, I talked about how.
Maggie McGee: normalization processes are in mark Jules normalization you want to make sure you click on the box next to mark drill normalization and here's the description without it be condensed.
Maggie McGee: into one word and then i'd come down here and click add and close, of course, you could add other tasks, along with this, but i'm just doing a very basic running a job normalization.
Maggie McGee: Clean you know, quick and clean so once i've added my marked rules normalization at task I click Next, and this is where I add my normals nation rule.
Maggie McGee: So I had it says drools file key because remember our normalization rules are in marked roll their languages rule so i'm going to click here and i'm going to find my picture book and you can just start typing in it will bring it up, and it was this test two and i'm going to click save.
Maggie McGee: And that's it i've created my mark bibliographic.
Maggie McGee: normalization process.
Maggie McGee: Now i'm going to show you how to do a marked what a mark a holdings normalization rule so again, you really want to test out that will make sure it works properly, and it does everything you needed to do so.
Maggie McGee: You know I would obviously go back and I will just we'll just do it quickly, not as intensely as we did with the other one and i'm going to click on my records and then because it is.
Maggie McGee: glitchy I know how to.
Maggie McGee: manage this it's not ideal and i'm gonna view my inventory, so I can look at my holdings record.
Maggie McGee: And i'm going to click edit so I can do a test on this i'm going to close my mark record because I don't need that open and just.
Maggie McGee: i'm gonna do my split screen editor and i'm going to go to my roles i'm going to do my typing.
Maggie McGee: A UV for juvenile because we're going to add a subfield K juvenile and look this time it worked can't explain why, but it did so that's a good thing and i'm going to be using this one.
Maggie McGee: So when this doesn't exist, I want when this does not exist 852 so feel caged you that's the prefix, then I want you to add this up field.
Maggie McGee: 852 subfield K you remember, we have our camel case here so everything has been order, remember that I was so thankful to know what that term is so now i'm going to click preview.
Maggie McGee: To see what happens, and here it adds it, which is perfect so i'm just going to apply the change because I was in tested again and make sure I don't end up with a.
Maggie McGee: Yet another one and it's no problem if i'm saving these they're going to be in my set, but again if they exist, they should not add duplicates, which is what we want, so, then I would click on my split screen editor again i'm going to open up that.
Maggie McGee: role and i'm just going to preview it and I should not be seeing duplicate juve and I don't so it's perfect to go back i'm going to close this i'm going to release this record because.
Maggie McGee: I going to run a normalization process on it and i'm going to release my record, because if they're locked the norm process, most likely will not be able to run them, so you want to make sure you don't have any locked records.
Maggie McGee: When you are doing that so but it's always good to test, so now that we've tested that record we're going to jump in and we're going to create our normalization process for mark holdings 21.
Maggie McGee: Here we go, so I go I click on my configuration and of course I need that catalog administrative role, then they go to resources.
Maggie McGee: cataloguing Meta data configuration and from here under the active profiles I go to mark 21 holdings and what this means are these two pieces of profiles that Sunni has configured other places, may have more than a map last name, you have different so i'm going to click on mark 21 holding.
Maggie McGee: click on the mark on the normalization process here, and the same thing we're going to click add process and you see, I was testing, so I have one so i'm going to name it something different.
Maggie McGee: You would not have duplicates it's just I was testing and accepted delete them click here and i'm going to click Next, I want to make sure my status is active click next.
Maggie McGee: Now here's my ad task again there's less task for holding records, as you can see, but it's in mark rules language, so I need to use the mark cool normalization task and I click add and close.
Maggie McGee: And then I click next.
Maggie McGee: And now I select my.
Maggie McGee: normalization.
Maggie McGee: And I click save and then i've created my normalization process for both a babe record and for normal for holding record.
Maggie McGee: Does anybody have any questions.
Maggie McGee: Okay, so now, you need to set a record right and that's Another thing I probably should have put in a prerequisite, a set of records i'll add that, to my slide you need to have a set of records right, you need to have some set of records to do this, so I need to add that.
Maggie McGee: But you know you could create a set and you're set, can you know, use the great you can use, you can use a set you can do an itemized said.
Maggie McGee: You know, from a file, you can create one you know, maybe a barcodes have a set of records you're going to do, you can create.
Maggie McGee: You can create a physical title set using the barcodes you know or, if you have immense ids or you have oclc numbers whatever or you can use an advanced repository search to get the result unique.
Maggie McGee: So what I did I created an advanced repository search you're not just show you so i'm just going to pull it up.
Maggie McGee: This way, so when I created my advanced repository search, you know I click on that little magnifying glass plus.
Maggie McGee: scan take a second for the results to come up so to look at what I did you can see that pure subject contains keyword picture books and publication year.
Maggie McGee: is greater than or equal to 2019 so what I was looking for, I just wanted to find picture books in this collection that were from publication year 2019 or greater.
Maggie McGee: And so I was able to do that I did a physical title search, because I, because I need a physical title set to be able to run my set on and.
Maggie McGee: Right at the end, or you can do and all titles, I believe, too, but I needed to have a physical title.
Maggie McGee: To be able to find my picture books, because I want to you know, I just want to work on their physical titles.
Maggie McGee: I don't want to worry about if they have a few that have all titles that have no inventory, but I created this set and I click search.
Maggie McGee: And you can you can add as many parameters as you want, you know you just keep clicking the add and you keep adding on so you can create a very refined set of records that you want to work on.
Maggie McGee: And again you're not restricted to just doing an advanced repository search, you may have a cart full of records.
Maggie McGee: That barcode you can scan those barcodes into a text you know into an excel file and then you can upload that great night of mindset so there's different ways for you to create a set.
Maggie McGee: So I had created this set and what I want to do is, I want to use this set and i'm going to run the process on there's 19 is not a lot, but you know it's it's a matter of manageable amount, but here's my dragon boy and here's his that's the book that we've been playing around with and.
Maggie McGee: I already have it here right and I already have that maggie's test, and I did that, just so I can make sure those.
Maggie McGee: didn't come up you wouldn't have to do that, you know you've tested your role and everything, this is just training purposes, so I know this one already has it the rest should not have it.
Maggie McGee: I didn't really I could have done a filter ahead of time to find all records and that's another way to create set, you could have a physical title set for all your physical titles.
Maggie McGee: You create an indication rule you ran a filter on it and you have a set of records that need to be impacted you know that need changes so three ways, you can create a set with no advanced search.
Maggie McGee: itemized or using a filter on a set of all your records so there's a lot of different ways that you can approach this right, so you can see now how indication rules.
Maggie McGee: Can can be also combined with normals and also they can be combined you run an arm role of process on our set records, so I come back here and i'm just going to I need to find my.
Maggie McGee: Here it is is hiding by my chat because I have that open to just close that So if I go back, I now have this set and already have it, but if I was going to create a set, I would say query I would name it.
Maggie McGee: yeah, this is a set that I want to do two different things on but I can't do a.
Maggie McGee: I cannot do.
Maggie McGee: A vividly graphic nor process and holding norm process at the same time on one set of records to have to be done independently.
Maggie McGee: So I would make sure I could it doesn't matter if its private or not, but it has to be active and i'm going to click save so logical means if anything was added you know if anything at your repository that met that criteria to be added to that set so.
Maggie McGee: Here I have the session, this is the one I just created and has 19 records.
Maggie McGee: Now i'm ready to run my normal normalization process for mark 21 bibliographic records on this so again, you have to have the right role come to admin.
Maggie McGee: manage jobs and set and i'm going to run a job now remember this is where it becomes important for you name your job, so this is why I like putting a name and description it defaults to description.
Maggie McGee: So i'm going to type in add 694 and i'm going to get to because I had already created one but typically you wouldn't have to.
Maggie McGee: i'm going to click on the first one, because that's the one I want to use for our training session, so this is where it becomes important.
Maggie McGee: um you know how you name it you want to be able to one remember your normalization roll name to be able to find it easily by name or description and that's usually why I just copied the name to the description because it's exactly the same So if I click next.
Maggie McGee: i'm going to find my set.
Maggie McGee: And i'm doing it, you know again it's this one defaults to name or I could do by created by and i'm going to select the set here.
Maggie McGee: And I know it just created that and i'm going to click next.
Maggie McGee: And once that it's just like creating doing any other job now what I want you to know is here this mark drew file key is the one that we put in the normalization process.
Maggie McGee: Could I change this potentially but do I want to know, because I know this is the rule, I want to use on this, so I just leave it as is, and then I click next.
Maggie McGee: And i'm going to get this review and confirm, so you just look at this it's a set size of 19 So when I know it's the right set because sometimes you accidentally might pick their onset and you'd be like oh wait that's too many records and you cancel.
Maggie McGee: And you know this is using the normal that you want to use and i'm going to just click submit and now my job is going to run after I hit confirm, because after you hit confirm.
Maggie McGee: And this is where Douglas it says, this cannot be reversed, do you want to continue continue now, it can be reversed by another job with another normal but there's no way to undo a job you've just done so I click confirm.
Maggie McGee: I know it's the biggest scariest thing I remember when we were first starting and they're like you can't do a job and you'd be like.
Maggie McGee: So paranoid about it, but then, after a while you like, I can just remove on the job with different parameters no problem, or I can write another normal Okay, we can work around this, it was a little scarier than than expected.
Maggie McGee: So, as this is running.
Maggie McGee: And I can't run the other one the holding record onyx i'm using the same set so I don't want to cause any conflict between them does anybody have any questions so far.
Maggie McGee: I was hoping 19 records with one really quick but.
Maggie McGee: I could have done with just one record as well, but um I just figured we do with a couple we'll see what happens how quickly it goes.
Maggie McGee: So, applying the normal and so Angela so applying the normal Mark Twain bid just locks it in as a job that you can much yes, so it.
Maggie McGee: In order to be able to run the normalization rule as a job, you need to create the dorm process if you can't run it without it so that's what that allows you to do, and it also tells.
Maggie McGee: You know it tells it to us marshals normalization you know because it's in mark rules so there's specific things that need to be done so that process allows it to communicate, so in my job is done I can click on the history tab.
Maggie McGee: And I can it says completed success successfully, which is always a good thing, and I can always just look at the report.
Maggie McGee: And it says zero record skip yes, these are all linked to the networks that's good to know, because maybe some of them aren't linked to the network.
Maggie McGee: there's zero exceptions, I would not expect a these to be linked to the Community zone, because they were all local they were all physical titles, so I can just click back and if I want to.
Maggie McGee: I can go back to my set.
Maggie McGee: admin manage job set manage sets.
Maggie McGee: And here's my set, and I can just look at the Members now, so you can review your Members this way, but what I like to do is do an indication world I like to create an indication room, so that I can make sure, everything is good, I can just click on this title, and I can see.
Maggie McGee: here's my 694 was added and it's got the local extension.
Maggie McGee: Great that's what I want right, and if you have a huge set you're not going to do that with everyone, but you might want to spot check a few I always like spot checking and for large sets what I do is I always do an indication will because.
Maggie McGee: Sometimes, when you run a normalization process on a huge set of records.
Maggie McGee: And you can see that added here to something goes from it has had something goes wrong, some goodness so sometimes I have to run it again.
Maggie McGee: I just did that big remove i'm removing the success subfield choose from over 5 million records and even though everyone ran on every set 300 and something thousand.
Maggie McGee: Still, had it I just ran it again, and it was clean, so I was doing building big sets when they're smaller sets a chance of that happening, are a lot smaller but you know, maybe some other processes are.
Maggie McGee: happening that may conflict so just be aware that if you're doing a big set so what I suggest is doing this thing what i'm going to do is you know, this goes back, we did the indication will training so we're going to go to our.
Maggie McGee: set here i'm just going to pull up dragon boy again because that's my example.
Maggie McGee: And just edit the record and we're going to use this and so what's Nice is we're going to check this one out too, because it should not be another nine 694 great perfect rule workflow like we want it, we tested it we knew what to do what we needed to do.
Maggie McGee: So now instead i'm going to view the related data you inventory i'm going to open my holding record of course I could just click holdings from the record itself but.
Maggie McGee: I did not do that So here we go here is my holding record this one already has some field kg but i'm going to delete this right now, because I did that for testing and i'm going to click save and we're going to create an indication.
Maggie McGee: So what's really nice is I can create an indication will side by side of the record i'm working on to so i'm going to click on bulls the slack my indication Actually, I want to go new rules, the new I always do that good rules, new and click on education and i'm going to name this.
Maggie McGee: me just put an Asterix I think i'm married done this, so I don't want this, I want to look for records that do not have a 694 picture book and.
Maggie McGee: i'm not going to do the local extension, because that creates something weird i'm really just concerned that there is the record did not happen so i'm going to make sure this is shared, because I need it to be shared, we all do us and i'm going to click save.
Maggie McGee: And now i'm going to write my rule, so when I write my role.
Maggie McGee: And i'm going to cheat a little bit i'm just going to copy and paste the rule I have but i'll talk to you about it so i'm copying paste it from a notepad plus plus plus.
Maggie McGee: here's my role so role does not contain 694 subfield a picture book with a period at the end.
Maggie McGee: When not exist 694 Sep field a picture book and for education roles, I have to use those slashes it's really important those backsplashes must be used to be able to find that.
Maggie McGee: period at the end, where I could put I could put an Asterix to say any any character, then set indication to true, and so, if I look at this now i'm going to do try it with my record here, and it should say.
Maggie McGee: Oh, oh sorry i'm I jumped ahead, I wanted to use I don't know where I went to the whole thing's wipe that away.
Maggie McGee: So here is my indication role so we'll come back to the holdings ignore that so I want to create an educational I just kind of went ahead of myself and that was weird that in.
Maggie McGee: So we want to test our bibliographic i'm sorry I got way myself they're just jumping the gun so we're going to go back rewind we're back to making sure our normalization role for our.
Maggie McGee: juvenile collection has a 694 subfield a at it so i'm going to just open up my record again and wow this time it's working i'm so happy, so if I come here so that's my wife, I worked, because it was my whole links.
Maggie McGee: I open this up, and I could try this So this has a 694 already in it, remember, so this should say false when I try it so if I click this it should say false and, as you can see, it says false, which is exactly what we want.
Maggie McGee: Very important now, if it had didn't have this, it would say true so.
Maggie McGee: Anything that has a sick doesn't have the 694 Sep field a picture book with a period at the end is going to say true, and it will create a set so i'm just going to release this record.
Maggie McGee: say yes, and then make sure I save this because I want to make sure that I didn't lose this and i'm going to come back to my admin manage jobs and says managed sets.
Maggie McGee: And i'm going to come and perform a filter on this set right here that we've been using when do you filter set and then i'm going to find it.
Maggie McGee: Here it is.
Maggie McGee: And i'm going to click submit so i'm hoping and again here's my confirmation message can't you know, this might take a while to complete do you want to proceed there's X amount of Members it's all good it's 90 members, it should go pretty quick so we're going to go to admin.
Maggie McGee: As jobs and sets and monitor jobs to see where that job isn't see it's done that was done really fast, so I can come here, I can check out my report.
Maggie McGee: And it says number of records in filtered set it says zero so that means that there was no records returned, which is what I want, so what I should have done when I did my filtering was rename it so if I click on manage sets.
Maggie McGee: it's always better I mean here, it says training session and it says filter that does help and it gives you the date so I mean it's not a.
Maggie McGee: bad, but sometimes it's better to always edit that name when you're filtering but if I click on the ellipses and go to Members, I should have zero and that's exactly what I want so.
Maggie McGee: When you're working with a brokerage you can use the indication holding records you can't use that you can't run a filter on them so.
Maggie McGee: Just be aware of that so very good for bibliographic records and hopefully somewhere down the.
Maggie McGee: Line were able to use filters on holding records, when we were then creates better sets for holding records, so that we can create sets for holding records which will be really nice so.
Maggie McGee: very nice that so that's why I really say indication rules and normals go hand in hand, they work together they complement each other, they can be useful together.
Maggie McGee: So it can help you identify what you need to change, and it can help you identify if you need to make any changes to things that got missed etc any questions.
Maggie McGee: Okay, so now we're going to jump into doing.
Maggie McGee: are holding records so i'm going to close this out i'm going to come back to our holding record for dragon boy, and you know we already tested that norm process so i'm just going to.
Maggie McGee: Add The sub cute field K.
Maggie McGee: To this, because I don't want that to be at you know that's where it was, and we want to save it that way and it's good to have one of them have a subfield K juvenile in it to make sure that.
Maggie McGee: It was not added again so i'm going to release this record I could have saved and released it, but I can do it that way, and say, yes, and now i'm going to go back to my admin i'm going to go just check out my sets sets for a second.
Maggie McGee: And i'm going to just delete my filtered set because I don't need it it's empty anyway click confirm.
Maggie McGee: And I just want to take a look here and i'm going to look at my results so when it's logical you get results when it's itemized you get members.
Maggie McGee: And if I wanted to just take a look at this holding records, you can see, I can just take a peek here and look at and see it doesn't have juvenile and subfield K.
Maggie McGee: And the click back and because I created my normalization process for holding record, we have a whole different process that we need to do so, what we need to do is go to admin.
Maggie McGee: manage jobs and says run a job.
Maggie McGee: And now the job we're going to be doing is called change holding and make sure you do holding a holdings information.
Maggie McGee: I always want to read it with the plural and I can never find it so we need to use the change holding information job we click on the radio button here and click Next, it was a you Angela who.
Maggie McGee: pointed this out because I had done Those sort of the live guide early on and, eventually, I would have caught it but whoever did that, thank you for catching it earlier.
Maggie McGee: Now you select your set.
Maggie McGee: painting and go i'm going to use my training session for Vivian holdings for testing because we don't have a holding set so we have to use this change holding information job, and it is run on the set of bibliographic records and i'm going to click next.
Maggie McGee: Now it was perfect Angela you you you I was able to adjust everything perfectly ahead of time, so thank you.
Maggie McGee: So you always want to make sure you check the box across route correct the dad using normalization rules, I always find these are really weirdly space or very far apart so just make sure that you check the box directly across from it and then you're going to select.
Maggie McGee: The rule the normalization rule you created that you want to use as you can see, you get a list of any of your.
Maggie McGee: normalization rules that are in then mark normalization processes that you created for holding records.
Maggie McGee: So you may have a lot more normalization roles in your md editor that are not displayed here because she did not create a norm process for the holding record so just be aware of that so i'm going to select the correct normalization rule and click next.
Maggie McGee: And it's going to this is where I review it and it records, yes, and this is the one is set to true and that's what I want it set to chew I want.
Maggie McGee: to correct the data using this normalization role and i'm going to click submit again if you made any changes, you could cancel or you could go back i'm going to click confirm, yes I can't reverse it.
Maggie McGee: But if I really needed to I could create a new normal new norm process, and I can fix those records so don't be scared that you can't do that.
Maggie McGee: Because we're all human we make mistakes i've done it and i've had to go in and.
Maggie McGee: cracked records and it's all good there's no problem with that so i'm going to click on the history.
Maggie McGee: And click on the ellipses to report and I love seeing completed successfully.
Maggie McGee: Number so number of folding records were 19 says number holding records changed by normalization at remember that one record dragon boy had the subfield kg in so that would explain the difference between the number in the set and the number that were changed by this set.
Maggie McGee: So I could go back to my set to take a look good managed jobs and sex managed sets.
Maggie McGee: And click on the ellipses and look at the results now again.
Maggie McGee: I will be great when we can have holding sets that we don't have to go through the record to get to the whole thing and we can look at them, you can see, here it added some field kg, which is what I wanted perfect and again I can't create an indication role for these, but you know.
Maggie McGee: If it worked for one whoops let me go back if it works properly, for one, it should work for all of them, and if.
Maggie McGee: click holdings, if you see that work too, but if you had.
Maggie McGee: You could always update it and change the information if you needed to I can't wait till you can be able to do filters on these as well, and then here's my dragon boy I keep doing it.
Maggie McGee: it's just habit i'm usually editing stuff in the metadata editors so i'm going to click on holdings.
Maggie McGee: And it didn't add a second one, which is exactly what we didn't want, and we know this is how it was going to work, so we tested it in the metadata editor first, which is so very, very important.
Maggie McGee: So any questions about running a normalization process for mark 21 bib or mark 21 folding record.
Maggie McGee: Great now you know let's say I did something wrong with my normalization process right, I could undo this information, you could just create a new one right i'm.
Maggie McGee: With you I knew I was playing around, so I want to see if I did, create one for because.
Maggie McGee: You see here is I created one already I did this remove 694 picture book so say you're like oh no I put it to the strong set of records or you could even say when exist, you can replace contents do all kinds of things you can do, but I just kind of wanted to do this little.
Maggie McGee: You know this little test so.
Maggie McGee: I want to be able to show you can undo a job if you needed to So if I came here i'm happy to find dragon boy again site released him, unfortunately.
Maggie McGee: i'll just pop them in.
Maggie McGee: And I have to open up the role again there we go I didn't have to so that was nice side split screen editor open, and that was highlighted so it didn't close them out that's nice I like that doesn't always I.
Maggie McGee: don't have you guys had that happen so just make sure if you don't want to close your split screen at or when you open another record, you have the empty screen highlighted inactive, so I could test this here, and I should say preview and I should see that field now removed.
Maggie McGee: But I did there's the field there, and if I come down here Oh, it did not do it so let's go look at my rule Oh, you know why we're that same issue where it did not save my changes.
Maggie McGee: Because, remember, we had no problem with using this prior without those slashes and using the space i'm not sure what came to happened and we're going to click preview I might have to.
Maggie McGee: very interesting I don't know why it's not working, this time.
Maggie McGee: What actually you know, I think it does it does a split screen I find I can save it if it's on the Left Angela but if it's on the right, I can't and that really makes zero sense so i'm just going to close this out, I want to save this see if it will save it.
Maggie McGee: and close it out and go back and see if I see it, because you know I did test all this and it worked perfectly, but again, this is what happens in live demonstrations, you have.
Maggie McGee: All my gremlins working with you.
Maggie McGee: Okay, so that say that but you're a ninja and I don't understand why and i'm going to have to open a case, why, if you do it in the left hand pane and amd editor.
Maggie McGee: No problem, it says it right hand it does not, and I was working in the rain hand a lot before so very, very strange, but no, no i'm kind of getting used to weird things, I guess, which is not a good thing, but that's where we are.
Maggie McGee: should have the split screen and active and I didn't so we have to go through this dance again.
Maggie McGee: sorry about that everyone will be nice once this glitches fixed, because it is a little more time consuming.
Maggie McGee: If I can't get this to work I don't know why.
Maggie McGee: Why nexus 694 and let's just try it with an abstract and i'm gonna have to close it but let's just try with an aspect.
Maggie McGee: Just so I can make sure I save it.
Maggie McGee: and see it didn't even keep the changes, did you all see that i'm not crazy make.
Maggie McGee: definitely been a little more glitchy since we had the update.
Maggie McGee: So good thing that we have a little more time with this, because.
Maggie McGee: it's definitely been a little challenging today.
Maggie McGee: Excuse me.
Maggie McGee: Okay let's see.
Maggie McGee: hmm only local field, so I think and me just try.
Maggie McGee: get this to work just know that you can do it it's not really sure what's going on, I had this working fine before but.
Maggie McGee: it's being stubborn today so we're going to just skip on just know that you can make the changes, you can write another normal and run it and work on it.
Maggie McGee: i'm just not sure why it's being difficult right now but.
Maggie McGee: Just know you can do that, and you can just create a norm process and then run the rule on it and Edit it so you can replace contents, you can change, you know move fields and delete fields, you can do it every you need to do the same way.
Maggie McGee: So I just want to show you one last thing before we finish them sorry I made you suffer through that.
Maggie McGee: Because it was fresh, it was a struggle for me to we're going to talk about now how to delete the norm process be where you can't delete a norm process it norm rule if the norm processes attached to it, so if I came back to my Meta data editor.
Maggie McGee: And I wanted to delete say I was like okay i'm all done well done with that.
Maggie McGee: With my rule I successfully did everything I wanted to I came here and I went to my rules actions, whether I did it from right click or did it from opening in the metadata editor and clicking delete says you're about to do that say yes.
Maggie McGee: it's going to tell me it can't because you have to remove the related process first so it's really important that you know that, so you click on the configuration.
Maggie McGee: Resources cataloging metadata configuration and then you go to mark 21 billion graphics that's the one i'm going to delete first because that's the one that.
Maggie McGee: we're talking to we first did click on my norm processes and i'm going to find the role and they're in alphabetical order, I mean you can change order I believe so.
Maggie McGee: I just happen to me enough the order, and I know this is the one we did for training so i'm going to click on the ellipses here and i'm going to select delete.
Maggie McGee: very straightforward click confirm that I really want to do it now, I just want to show you do, I have to delete it no I can always make it inactive.
Maggie McGee: If I think i'm going to use this again, so I didn't put that in the documentation, but yes, you can always make these inactive by clicking on this, it makes it inactive.
Maggie McGee: And then maybe you need to do it next year or the year after but you don't want to keep seeing these processes pop up or they're not used or.
Maggie McGee: At that time, so you can do that, but i'm going to click delete from the ellipses because i'm done with this don't need to do anything on my click confirm and now that will no longer be there, and when I go back to the metadata editor.
Maggie McGee: I can now go to actions, and I can select.
Maggie McGee: delete I can say yes delete this.
Maggie McGee: And now it is no longer there now remember you're only going to delete anything that is a local.
Maggie McGee: Normal created by you, or you have permission by somebody in your institution, who created it that you can remove it.
Maggie McGee: So you never want to delete a normalization rule created by another user you don't ever want to delete a normalization rule linked to the network zone, especially not one, starting with Sunni.
Maggie McGee: Just so you know.
Maggie McGee: And then the final thing will show you how to delete the holding one because.
Maggie McGee: we're going to find her juvenile one see if that works now so have to click out because it doesn't seem to want to.
Maggie McGee: i'm going to do control there we go it responded Finally I thought i'd have to do the control f5.
Maggie McGee: And here's the one I wanted that I used and we're done with this i'm going to delete it i'm going to do it from the right click this time.
Maggie McGee: And click delete I can say yes, but it's going to tell me the same error, there is a process that needs to be deleted, first, so I got to my configuration go to resources cataloguing metadata.
Maggie McGee: Mark 21 holding this time because it's a one i'm created a whole thing norm process for that.
Maggie McGee: Because it was for the holding record click on normalization process and here again, you know I can just.
Maggie McGee: Make it inactive if I want to make it inactive but i'm done with this, I want to delete it it's a one and done job I don't ever have to do this again I can delete this.
Maggie McGee: click confirm now do I have to delete the normal when i'm done with the norm, when I delete the norm process know.
Maggie McGee: You may want to keep that normal because maybe you'll use it to build other normals or maybe down the road you might find you need that normal again so you don't have to delete it.
Maggie McGee: Are there any questions.
Maggie McGee: Anything you want me to quickly show you again.
Maggie McGee: Are you excited that you have a little more time to get used to the new md editor or you kind of like let's pull up the banding and get over with it already.
Maggie McGee: that's good I figured most people yeah.
Maggie McGee: might be ready well we've been doing this, a long time right, this has been like almost a nine month process that we've been spending weeks together, so I want I appreciate all the time that you spent investing in this and learning.
Maggie McGee: What next week we're going to have a Q amp a on everything about norm processes and everything and i'm going to hopefully be able to get my role to work, so I can show you how to do a role and then undoable more successfully because.
Maggie McGee: it's nice to be able to see that it actually does work.
Maggie McGee: Was not cooperating with me today, I wrote open a case as well about why saving and the bright split screen editor does not save the rules, but it doesn't the left, because that's a curious thing.
Maggie McGee: Oh yeah you're welcome Karen I love indication moles indication rules, let me find things they, let me make sure i've made the correct changes, so I use them to me they they're they're like.
Maggie McGee: The the other half and normals I feel like they go really well together, I can't wait till there's the ability to use them for holding records, I think that would be a fabulous thing and i'm.
Maggie McGee: fingers crossed that that happens, because I think it's such a nice tool, because it helps you I mean you can always export these records out to and look at them and market it but it's so much easier, not have to.
Maggie McGee: use another system export things out and look at them that way, but you can do that, so I didn't mention that, but you know you can do that, you can just export your records out if you wanted to take a look at them some but.
Maggie McGee: I find it's better if you can do everything within the system as much as you can as much as I love mark at it, because I do.
Maggie McGee: It just makes it easier to have everything in one place, and when it works, you know great it works great so there's many ways and there's many, as you know, Alma has many ways to do everything.
Maggie McGee: Again, some it's like comfort level and what you'd like to work in and how do you like to work so.
Maggie McGee: So next week Q amp a and then the following week we're going to have like kind of the review session of before we transitioned into online, I believe, so what I might do is cancel that session and reschedule it closer to the fall.
Maggie McGee: So that we can maybe have a couple of sessions to just go over some the features again to give everybody a nice refresh before we transition into exclusive use of the metadata editor.
Maggie McGee: Thank you all for joining me today if anybody has any questions before we close any comments.
Maggie McGee: Here welcome everyone, I hope you have a great day i'll see you next week at the QA and enjoy thanks so much.