1. Primo Normalization Rules
Ray Henry, Chair
Normalization Rules Working Group

2. What we’ll cover today:

3. What are normalization rules?
When are they applied?
What do they control?
How do they work in our shared environment?

4. Resources NRWG website Bookmarklets Presentations Documents
Change requests

5. What are normalization rules?

6. Normalization rules:
Are in both Alma and Primo
Act on existing data using a variety of operations

7. Act on existing data using a variety of operations
Small pieces of code that change or copy data
In Alma – record > record
In Primo – record > PNX

8. Primo Normalization rules:
Are needed for every data source that gets added (PCI, WorldCat, EBSCO, local repository, Alma records)

9. Primo normalization rules for Alma records

10. When are normalization rules applied?

11. Normalization rules are applied:
At the beginning of the process of adding records to Primo (normalization, enrichment, publishing)

12. What do normalization rules control?

13. Normalization rules control:
What data go into which sections of the PNX (Primo Normalized XML) record

14. Normalization rules:
Can be viewed (not edited) by institutional Primo Administrators
Are managed Alliance-wide by Ex Libris, Alliance staff, and the Normalization Rules Working Group in Primo Back Office

15. Viewing in Primo Back Office:

16. Normalization rules - PNX sections:

17. Primo display vs PNX: an example

18. Primo display:

19. To see the PNX:
Open the Details tab in a new window, and add &showPnx=true to the end of the URL in the address bar

20. PNX (showing sections only):

21. NR PNX sections again:

22. PNX (expanded):

23. Primo display again:

24. Controlled by NRs: Local subjects – search and display

26. Controlled by NRs: eBooks vs. books

28. How do normalization rules work in our shared environment?

29. The key difference:
For most rule changes, what impacts one institution impacts them all

30. Changes need to be coordinated with ExL processes:
Renormalization (renorm) to have rules applied to all records
Reindex to add/remove from search

31. Normalization Rules Working Group: Supports this complex process

33. Resources NRWG website Bookmarklets Presentations Documents
Change requests

34. Questions? Thanks for attending!
Normalization Rules Working Group