Alma publishing for Bibliographic Data Sync

Owned by Allison Powers
Last updated: Sept 26, 2022
5 min read

General collection, manuscripts and reproductions

Search set used as input to publishing

In Physical Titles: where (Library (Holdings) contains phrase (LibraryName) AND Tag Suppressed (Holdings) equals "No" AND AND c.search.index_names.local_field_914 is empty ") and Brief Level does not contain Insufficient for OCLC Data Sync 

Alma Publishing profile configuration

Data Enrichment tab

Indication rules

After the search set is created, indication rule is applied. Rule determines which records are retained and which are discarded. Records that meet the criteria are “true” and removed from the set.

rule "select electronic reproduction"

when
(not exists "843.a.Electronic*")
then
set indication."true"
end

rule "select microforms"

when
(not exists "843.a.*Micro*|*micro*")
then
set indication."true"
end

rule "select manuscript and archival"

when
((not existsControl "LDR.{8,1}.a") AND
(not existsControl "LDR.{6,1}.t|d|f") AND
(not exists "040.e.amim|appm|dacs|dcrmg|dcrmm|dcrmmss"))
OR (exists "843")
OR (exists "502")
then
set indication."true"
end

rule "select vernacular no OCN"

when
(existsControl "LDR.{8,1}.a") OR
((existsControl "LDR.{6,1}.t|f|d") AND (not exists "502")) OR
(exists "040.e.amim|appm|dacs|dcrmg|dcrmm|dcrmmss") OR
(exists "079") OR
(exists "843.a.*Micro*|*micro*|*Electro*") OR
(not exists "880")
then
set indication."true"
end


rule "select records that lack vernacular and don't have a trusted OCN"

when
(existsControl "LDR.{8,1}.a") OR
((existsControl "LDR.{6,1}.t|f|d") AND (not exists "502")) OR
(exists "040.e.amim|appm|dacs|dcrmg|dcrmm|dcrmmss") OR
(exists "079") OR
(exists "843.a.*Micro*|*micro*|*Electronic*") OR
(exists "880")
then
set indication."true"
end

rule "select trusted OCN"

when
(not exists "079") OR
(existsControl "LDR.{8,1}.a") OR
(existsControl "LDR.{6,1}.t|f|d") OR
(exists "040.e.amim|appm|dacs|dcrmg|dcrmm|dcrmmss") OR
(exists "843.a.*Micro*|*micro*|Electronic*") OR
then
set indication."true"
end

Normalization rules

These rules modify published output for OCLC Data Sync. There is one set of rules which is are applied to each output file.

rule "1. remove Harvard defined fields

# Field 908 is the only Harvard defined holdings field mapped to output. Fields 950 and 951 are mapped maintenance fields
# for bibs and holdings. Each has $a: Create date, $b: Update date, $c Suppressed from discovery (true/false)

priority 90

when
(TRUE)
then
removeField "035" if (exists "035.a.*-Aleph")
removeField "336"
removeField "337"
removeField "338"
removeField "69*"
removeField "900"
removeField "901"
removeField "902"
removeField "903"
removeField "904"
removeField "905"
removeField "906"
removeField "908"
removeField "909"
removeField "91*"
removeField "92*"
removeField "93*"
removeField "94*"
removeField "952"
removeField "953"
removeField "954"
removeField "955"
removeField "956"
removeField "957"
removeField "958"
removeField "959"
removeField "96*"
removeField "97*"
removeField "98*"
removeField "99*"
removeField "852" if (not exists "852.8")
end

rule "2. remove notes in bib with privacy indicator not coded or set to Private, in 541, 561, 562, 583"

priority 85
when
(TRUE)
then
removeField "541" if (not exists "541.{1,*}")
removeField "561" if (not exists "561.{1,*}")
removeField "562" if (not exists "562.{1,*}")
removeField "583" if (not exists "583.{1,*}")
end

rule "3. create local system number - combine MMSID and holdings PID from 852.8 then format for OCLC"

priority 78

when
(TRUE)
then
addSystemNumber "LSN.a" from "001" prefixed by "nothing"
suffix "LSN.a" with "-"
suffixSubfield "LSN.a" with "852.8"
end

rule "4a. change Form of Item in 008/23 to electronic for language, manuscript, notated music material, when 007/00 or 843 coded for electronic reproduction"

priority 93
when
(existsControl "LDR.{06,1}.a|t|p|c|d") and ((existsControl "009.{00,2}.cr") OR (exists "843.a.Electronic*"))
then
replaceControlContents "008.{23,1}" with "o"
end

rule "4b. change Form of Item in 008/29 to electronic for cartographic, 2d prints when 007/00 or 843 coded for electronic reproduction"
priority 91
when
(existsControl "LDR.{06,1}.e|f|k") and (existsControl "009.{00,2}.cr" OR exists "843.a.Electronic*")
then
replaceControlContents "008.{29,1}" with "o"
end

rule "4c. change Form of Item in 008/23 to 'q' when 007 is 'co' for language, manuscript, notated music material"
priority 89
when
(existsControl "LDR.{06,1}.a|t|p|c|d") and (existsControl "009.{00,2}.co")
then
replaceControlContents "008.{23,1}" with "q"
end

rule "4d. change Form of Item in 008/29 to 'q' when 007 is 'co' for cartographic, 2d prints"
priority 87
when
(existsControl "LDR.{06,1}.e|f|k") and (existsControl "009.{00,2}.co")
then
replaceControlContents "008.{29,1}" with "q"
end

rule "6a. change Form of Item in 008/23 to microfilm for language, manuscript, notated music material, when 007 or 843 coded microfilm"

priority 77
when
(existsControl "LDR.{06,1}.a|t|p|c|d") and ((existsControl "009.{00,2}.hb|hc|hd") OR (exists "843.a.Microfilm*"))
then
replaceControlContents "008.{23,1}" with "a"
end

rule "6b. change Form of Item in 008/29 to microfilm for cartographic, 2d prints, when 007/00 coded microfilm and either 007/01 or 843 is coded microfilm"
priority 75
when
(existsControl "LDR.{06,1}.e|f|k") and ((existsControl "009.{00,2}.hb|hc|hd") OR (exists "843.a.Microfilm*"))
then
replaceControlContents "008.{29,1}" with "a"
end

rule "6c. change Form of Item in 008/23 to microfiche for language, manuscript, notated music material, when 007 or 843 coded as microfiche"
priority 73
when
(existsControl "LDR.{06,1}.a|t|p|c|d") and ((existsControl "009.{00,2}.he|hf") OR (exists "843.a.Microfiche*"))
then
replaceControlContents "008.{23,1}" with "b"
end

rule "6d. change Form of Item in 008/29 to microfiche for cartographic, 2d prints when 007/00 coded microform and 007/01 is coded microfiche"
priority 71
when
(existsControl "LDR.{06,1}.e|f|k") and ((existsControl "009.{00,2}.he|hf") OR (exists "843.a.Microfiche*"))
then
replaceControlContents "008.{29,1}" with "b"
end

rule "7. Find 5XX bib fields that have $5 and check that they are removed"

priority 53
when
(exists "5**.5")
then
removeField "5**" if (exists "5**.5")
end

rule "8. remove 7XX and 8XX bib headings fields with subfield $5"

priority 51
when
(TRUE)
then
removeField "7**" if (exists "7**.5")
removeField "800" if (exists "800.5")
removeField "810" if (exists "810.5")
removeField "811" if (exists "811.5")
removeField "830" if (exists "830.5")
end

rule "9. prefer 843 from holdings if present"

priority 49
when
(exists "843.8")
then
removeField "533"
changeField "843" to "533"
removeSubfield "533.8"
end

rule "10. prefer 007 from holdings if present"

priority 47
when
(existsControl "009")
then
removeControlField "007"
changeControlField "009" to "007"
end

rule "11. prefer OCLC number from 079 field in holdings"

# checks for presence of 079, and if true removes 035 fields with 'OCoLC' and changes the 079 to 035
priority 47
when
(exists "079")
then
addField "599.a.Trusted"
removeField "035" if (not exists "035.{9,9}")
removeSubfield "079.8"
changeField "079" to "035"
end

rule "12. create 040 if field does not exist"

priority 43
when
(not exists "040")
then
addField "040.a.USMARCCODE"
addSubfield "040.c.USMARCCODE"
end

rule "13. change LSN to 907"

priority 41
when
(TRUE)
then
changeField "LSN" to "907"
replaceContents "035.a.(OCoLC)on" with "(OCoLC)"
end

rule "14. prepare 852 field for export"

priority 3
when
(TRUE)
then
addSubfield "852.a.USMARCCODE"
end

Locally Digitized 

Search set used as input to publishing

In Physical Titles: where (Library (Holdings) contains phrase (Networked Resource (NET)) AND Library (Holdings) contains phrase ((Networked Resource (NET) : GEN/IAMHL/MOML/RDM/WAX)) AND Tag Suppressed (Holdings) equals "No" AND Brief Level Not Contains Keywords "Insufficient elements for reporting to OCLC" AND c.search.index_names.local_field_914 is empty AND c.search.index_names.local_holding_field_904 is empty)

Alma Publishing profile configuration


Indication rule

rule "select locally digitized"
when
(not exists "856.u.*nrs.harvard*|*nrs.lib.harvard*|*hollisarchives.lib.harvard*|*listview.lib.harvard*|*id.lib.harvard*")
AND ((not exists "506.a.No restrictions*") OR (not exists "506.f.Unrestricted*"))
then
set indication."true"
end

Normalization rules

  • Retain 337, 338 in holdings 
  • Delete 337, 338 in bib
  • If 856 second indicator is 1, change it to 0
  • Append subfield $5 MH to holdings fields 506, 538, 583, 843
  • When holdings field 843 is present, delete 533 from bib and change 843 to 533
  • Change Form of item in 008 to 'o' (Online) when 007 starts with "cr" or 843 subfield $a has "Electronic"