(Go Live) Managing local fields for display, search, facet

Legend: NOT STARTED IN PROGRESS STALLED DECIDED

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?

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