FAQs

Indication rules are used to filter title sets (logical or itemized) to find bib records that meet specific conditions so that they may be edited or enhanced. A new set is created as a subset of the original set based on the results of the indication rule. Indication rules do not make changes to bib records.

Create and apply an indication rule to a set:

1. Before creating an indication rule, make sure the "Placement of new rule" is set to Local
   • Open the MD Editor
   • Click on New>Placement Options
   • Click on the Local radio button for the "Placement of new rules"
   • Click Save
2. Create the indication rule
   • From the MD Editor or
   • Duplicate and edit an existing indication rule from the records list
3. Test the indication rule
   • Open a bib record in the MD Editor to test and edit the indication rule
4. Run the indication rule against a set
   • Create a set or use an existing set
   • Filter the set using an indication rule

View the Indication Rules LibGuide for more information.