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01CALS_Primo_Consortium_Configuration_Workbook .xlsx

 

September 2016 (Round 1)

Basic Search – Search Box
Would you like additional scopes added to the Alma data in Primo?   If yes, provide the name of the scope(s)/tab(s) you would like, as well as the location(s) of the data in the MARC record.
Please select oneNo additions at this time.
Advanced Search
Would you like to include additional fields in Advanced Search that are not already present in the PNX record?  If yes, provide the name of the field(s) you would like, as well as the location(s) of the data in the MARC record.
YesAdd third search bar

Prefilter: in addition to default
Location - AVAlc
Publisher - 260|b and 264|b
Contributors

Browse Search:
In addition to default -
Call Number
ISBN - 020
ISSN - 022
Search Results - Facets - Reorder Facets
Would you like to include additional Facets that are not already present in the PNX record?  If yes, provide the name of the field(s) you would like, as well as the location(s) of the data in the MARC record.
YesResource Facet should include following resource types. Print Book/eBook should be split at the Primo level, all other materials should be split for the facet only:

Archival Material
Articles
Audio CD
CD-Rom/DVD-Rom
Conference Proceedings
Data Sets
DVDs
eBooks
Government Documents
Kits
Images
Journals
LPs
Maps/Atlases
Microform
Newspaper Articles
Other
Patents
Print Books
Reviews
Scores
Streaming Audio
Streaming Video
Theses and Dissertations
Videocassettes
Websites
Brief Results - Details Tab - Additional Fields
Would you like to include additional fields in the Details tab that are not already present in the PNX record?  If yes, please provide the name of the field(s) you would like, as well as the location(s) of the data in the MARC record.
By default, we include the following fields in the details tab:
Title, Author, Subjects, Related Titles, Publisher, Creation Date, Format, Language, and Source (the citation data's source).
These are visible in the record only if the metadata is available.  
YesAll entries within a field should be separated by line breaks rather than semi-colons

Title: in addition to default - 246, 247, 955, 959-960
Uniform Title: 130, 240
Author (linked): in addition to default - 952-954, 971
Contributors (linked): 700, 710 (ind 2 blank and no subfield $t)
Series (linked): 490, 830
Collection (linked): 973 (local)
Subjects (linked): in addition to default - 690-694, 696-699
Call Number: 09X (local)
Description: 505, 520, 590-597, 599
Related Titles: in addition to default  - 961
Publisher: default
Creation Date: default
Edition: 250
Format: default
Language: default
Identifier: in addition to default - 020, 022, 024, 074, 082, 086, 598

In Links section
Add:
circuit.sdsu.edu



March 2016 Vanguard

Configuration OptionResponseComments & Questions
Basic Search – Search Box
Would you like additional scopes added to the Alma data in Primo?   If yes, provide the name of the scope(s)/tab(s) you would like, as well as the location(s) of the data in the MARC record.
Please select oneNo additions to default tabs/scopes currently available in vanguard Primo interfaces. Institutions will label locally.
Advanced Search
Would you like to include additional fields in Advanced Search that are not already present in the PNX record?  If yes, provide the name of the field(s) you would like, as well as the location(s) of the data in the MARC record.
Yes

Add third search bar

Prefilter:

default
Browse Search:
In

in addition to default
Location -


Call Number

AVAlc
Publisher - 260|b and 264|b
ISBN - 020
ISSN - 022
Call Number

Search Results - Facets - Reorder Facets
Would you like to include additional Facets that are not already present in the PNX record?  If yes, provide the name of the field(s) you would like, as well as the location(s) of the data in the MARC record.
No
 

Brief Results - Details Tab - Additional Fields
Would you like to include additional fields in the Details tab that are not already present in the PNX record?  If yes, please provide the name of the field(s) you would like, as well as the location(s) of the data in the MARC record.
By default, we include the following fields in the details tab:
Title, Author, Subjects, Related Titles, Publisher, Creation Date, Format, Language, and Source (the citation data's source).
These are visible in the record only if the metadata is available.  
YesAll entries within a field should be separated by line breaks rather than semi-colons

Title: in addition to default - 955,
958
959-
961
960, 973
Author: in addition to default - 952-954,
957
971
Subjects: in addition to default - 690-694, 696-699
Description: 505, 520, 590-597, 599
Related Titles:
default
in addition to default  - 961
Publisher: default
Creation Date: default
Edition: 250
Format: default
Language: default
Identifier: in addition to default - 020, 022, 024, 074, 082, 086, 598