(Go Live) Managing local fields for display, search, facet
Legend: not started IN PROGRESS STALLED decided
Status | DECIDED |
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Scope | Go Live |
Description | Determine whether to harmonize local fields for display, search, and facet in Primo VE. |
Decision | Local campuses should reserve local_field_51 through local_field_100 for harmonized display, search, and faceting in the future. This decision should be revisited within 6 months of go live. |
Owning group | Discovery FG |
Approver | PPC |
Stakeholders | R = Discovery FG, RMFG |
Decision-making process |
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Priority | Mandatory before Go-live |
Due date | Jun 4, 2021 |
Recommendation
Local campuses should use local_field_1 through local_field_50 for display, search and faceting. Local_field_51 through local_field_100 should be reserved for centrally managed display, search and faceting.
This decision should be revisited within 6 months of go live to identify potential targets for harmonization.
Reasoning
Central management of local fields 51-100 in the NZ allows distribution of the fields to the IZ; at the point of distribution, any local customizations that use local fields 51-100 may be overwritten. (See ExLibris Central Management in Collaborative Networks documentation).
Background
Primo VE allows for local configuration to allow MARC fields to display in brief and full displays and indexed for search and facets; this is done through defining local fields via the MARC21/UNIMARC Fields Method, or by using the Normalization Rules Method, which requires creating a custom normalization rule.
There are 100 local fields that are available for customization (local_field_1 through local_field_100).
Dependencies
Recommendation is dependent on whether there will be central management of local fields 51-100.
Questions to consider
Would we want local fields 51-100 to be centrally managed in order to harmonize common fields used across campuses? If so, who should manage local fields 51-100? Use of normalization rules and ability to make changes in the NZ require expertise beyond Discovery.
Are MARC fields that are currently enabled for display, search and/or faceting by multiple campuses (as indicated on MARC fields document) candidates for centrally managed local fields?
Action Log
Action/Point Person | Expected Completion Date | Notes | Status |
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Assess already-Alma campus use of local fields for search & facet and identify needs of two new-to-Alma campuses (UCB & UCLA) / Lisa N. and Sharon S. | May 1, 2021 | Complete | |
Consult with RMFG | June 1, 2021 |
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Approved by PPC | Jun 4, 2021 |
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