FAQs

Create a copy of the SUNY OCLC Import Normalization Rule:

1. Go to Resources>Cataloging>Open Metadata Editor
2. Go to File>Options
   1. Make sure New Rule is set to Local
3. Click Rules on the left-side of the metadata editor
4. Click on the Normalization Rules folder and expand the folder
5. Click on the Shared Folder
6. Click on SUNY OCLC Import Normalization Rule
7. Click Duplicate
8. Name the IZ Rule using the three-letter code to designate your institution
   • Example; BIN Copy Of SUNY OCLC import Normalization Rule
9. Click Save
10. Edit the rule if necessary to meet your IZ needs by removing any fields you wish to be allowed in the IZ records
    1. Remove the MARC 856 rule from the Copy Of SUNY Normalization Rule for an IZ copy because for ebooks, you want the 856 to come over
       • Click Save (Ctrl+S)
       • File>Exit (Ctrl+Q)
11. Click Save (Ctrl+S)
12. File>Exit (Ctrl+Q)

Create a normalization process:

1. Go to Configuration>Resources>Cataloging>Metadata Configuration
2. Click on MARC21 Bibliographic under active profiles
3. Click on the Normalization Process tab
4. Click Add Process
5. Name the process and add a description. The name is how you will find the normalization rule to apply it to the the IZ integration and import profiles
6. Click Next
7. Click Add Tasks
8. Click on MARCDROOLSNORMALIZATION (Marc Drools Normalization) check box
9. Click Add and Close
10. Click Next
11. Select the Drools File Key for the local SUNY OCLC Import Normalization Rule
12. Click Save
13. The normalization rule can now be applied to an import or integration profile

Ex Libris Documentation:

• Applying a normalization process