Working with Rules
- Catalogatore
- catalogatore esteso
- Gestore catalogo
- Amministratore catalogo
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In the MD Editor you can create and manage the private and shared normalization, merge, indication, and brief record level rules that you or others created.
For details regarding the specific types of rules that you can create and manage, see:
- Working with Normalization Rules
- Working with Merge Rules
- Working with Indication Rules
- Working with Brief Record Levels
- Working with Authority Headings Rules
- For more information on rules, see Presentations and Documents - Rules
Menu Bar of the Rule Area
In the Metadata Editor, the menu bar provides easy access to a variety of functions that you can perform. Per i dettagli relativi a queste funzioni, vedere le sezioni seguenti. Some of the menus appears only for some of entities, and the options that appear in each menu may vary depending on the type of entity.
| Azione | Descrizione |
|---|---|
| Salva record (Ctrl+S) |
Saves the changes in the repository.
|
|
Nuovo menu The New menu presents a list of rules types that you may want to create. For Network Zone consortia members, users can control whether to save new rules locally or in a network institution. To make this selection, open the Records or Templates area, and go to New > Placement Options. Note that this selection is per user. |
|
| Normalizzazione | Select to create a normalization rule. For more details, see Working with Normalization Rules. |
| Merge | Select to create a merge rule. For more details, see Working with Merge Rules. |
| Indication | Select to create an indication rule. For more details, see Working with Indication Rules. |
| Livello breve | Select to create a brief level rule. For more details, see Working with Brief Record Levels. |
| Authority headings | Select to create an authority heading rule. For more details, see Working with Authority Headings Rules. |
| Normalization (Research) | Select to create normalization rules for Esploro. This option appears only when Exploro is enabled in the system. For more details, see Managing Asset Normalization Rules. |
| Normalization (Discovery) | Select to create normalization rules for Primo VE. This option appears only when Primo-VE is enabled in the system. For more details, see Working with Normalization Rules. |
| Rule Actions Menu | |
| Modifica |
Select to edit the rule (not available for out-of-the-box (default) rules and Community Zone rules). Enabled for Private rules and Shared non-default rules. |
| Visualizzazione | Select to view the rule in cases when you cannot edit it. |
| Duplica | Select to duplicate the rule, in order to modify and create another rule based on this rule. |
| Contribuisca a CZ | Select to contribute this rule to Community Zone (if you have this capability). The contributed rule appears both in the Shared folder and in the Community Zone folder. |
| Proprietà | Select to view and modify the rule properties, such as its name. |
| Delete |
Select to delete the rule. Enabled for local rules and CZ rules contributed by your institution |
| Test external records |
Select to save and test the rule in Primo-VE. For details, see Testing Normalization Rules for External Data Sources. Enabled for Institution rules. |
| Search & Browse menu | |
| Sfoglia elenco scaffali (Alt+C) | Visualizza le seguenti opzioni in Ordine per consentirLe di effettuare una ricerca per numero di collocazione:
This functionality is also available by selecting Resources > Cataloging > Browse Shelf Listing. Quando si seleziona il collegamento nella colonna Descrizione per un numero di collocazione, il record bibliografico si apre nel Metadata editor per la modifica. When you select the Holdings link in the Level column for a call number, the holdings record opens in the Metadata Editor for editing. Non è possibile configurare il modo in cui funziona questa navigazione. |
|
Sfoglia le intestazioni bibliografiche (Alt+H) |
Utilizzare questa opzione per visualizzare le intestazioni bibliografiche determinate dai criteri di ricerca che selezionate:
See Browsing Bibliographic Headings for more information. This capability can also be accessed from Resources > Cataloging > Browse Bibliographic Headings. |
| Cerca Risorse (Alt+E) | Escluda il record dalla ricerca da parte del Sistema esterno. |
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