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Background
Procedures for adding local fields in Alma. Document also outlines local data in Alma and Primo. To be used in conjunction with the policy: Local Fields.
Procedures
Methods for adding local fields in Alma:
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Local fields are indexed and searchable in Primo. Display and indexing of the fields in Primo is controlled at the installation level by the CSU as part of our standard configuration (i.e., Normalization Rules of the PNX record). Phrase versus keyword functionality is controlled in Primo by the user's search mode. When using basic search, clicking on a hyperlink executes a keyword search. When using advanced search, clicking on the hyperlink executes a phrase search.
Table 1 – Local Fields in Alma & Primo (Overview)
Local field | Definition | Format as if | Published to Primo? | Primo Index(es) | Displays to all Primo users or local only? | Clickable link in Primo? |
09X | Local call number | |||||
59X | Local notes index | |||||
590-597 | Local institution-defined public notes | 500 | Yes | keyword | Local only | No |
598 | Local standard number | Yes | keyword | Local only | No | |
599 | Local institution-defined public note | 500 | Yes | keyword | Local only | No |
69X | Local subjects index | |||||
690 | Local–Topical Term | 650 | Yes | keyword, subject | All | Yes |
691 | Local–Geographic Name | 651 | Yes | keyword, subject | All | Yes |
693 | Local uncontrolled index term | 653 | Yes | keyword, subject | All | Yes |
694 | Local Form/Genre | 655 | Yes | keyword, subject | All | Yes |
696 | Local Subject Added Entry–Personal Name | 600 | Yes | keyword, subject | All | Yes |
697 | Local Subject Added Entry–Corporate Name | 610 | Yes | keyword, subject | All | Yes |
698 | Local Subject Added Entry–Meeting Name | 611 | Yes | keyword, subject | All | Yes |
699 | Local Subject Added Entry–Uniform Title | 630 | Yes | keyword, subject | All | Yes |
9XX | Network-defined local fields | |||||
952 | Local Added Entry–Personal Name | 700 | Yes | keyword, name | All | Yes |
953 | Local Added Entry–Corporate Name | 710 | Yes | keyword, name | All | Yes |
954 | Local Added Entry–Meeting Name | 711 | Yes | keyword, name | All | Yes |
955 | Local Added Entry–Uniform Title | 730 | Yes | keyword, title | All | Yes |
956 | Local Electronic Location and Access (Digital bookplate URL) [Sacramento & SJSU] | Yes | link | Local only | Yes | |
957 | Bookplate ID [Sacramento] | Yes | keyword | None | No | |
958 | Local institution-defined | |||||
959 | Local Added Entry–Varying Form of Title | 246 | Yes | keyword, title | All | No |
960 | Local Added Entry–Uncontrolled Related/Analytical Title | 740 | Yes | keyword, title | All | No |
961 | Local Series Added Entry–Uniform Title | 830 | Yes | keyword, title | All | Yes |
962-969 | Local institution-defined internal note | |||||
970 | YBP Table of Contents | |||||
971 | Local Added Entry—Personal Name [San Marcos] | 700 | Yes | keyword, name | All | Yes |
972, 974 | Local-institution defined internal notes | |||||
975 | Digital bookplate (Image) [Northridge] | Yes | link | Local only | Yes | |
973 | Local--Collection Title | 793 | Yes | keyword, title | Local only | Yes |
976-998 | Network-defined internal notes | No | ||||
980-981 | Network-defined internal notes: Order Information (e.g., YBP/PromptCat) | No | ||||
999 | Network-defined CR_RESTRICTED field for course reserve records | No |
Table 2 – Local Fields in Primo (Details)
Local field | Definition | Added to which field(s) in PNX record? | Norm rule notes |
09X | Local call number | ||
59X | Local notes index | ||
590-597 | Local institution-defined public notes | Display | |
598 | Local standard number | Display | |
599 | Local institution-defined public note | Display | |
69X | Local subjects index | ||
690 | Local–Topical Term | Display- Subject | |
691 | Local–Geographic Name | Display - Subject | |
693 | Local uncontrolled index term | Display - Subject | |
694 | Local Form/Genre | Display - Genre | |
695 | Added Class Number | Display | |
696 | Local Subject Added Entry–Personal Name | Display - Subject | |
697 | Local Subject Added Entry–Corporate Name | Display - Subject | |
698 | Local Subject Added Entry–Meeting Name | Display - Subject | |
699 | Local Subject Added Entry–Uniform Title | Display - Subject | |
9XX | Network-defined local fields | ||
952 | Local Added Entry–Personal Name | Display | |
953 | Local Added Entry–Corporate Name | Display | |
954 | Local Added Entry–Meeting Name | Display | |
955 | Local Added Entry–Uniform Title | Display | |
957 | Local Hierarchical Place Name | Display | |
958 | Local Added Entry–Local Journal Titles | Display | |
959 | Local Added Entry–Varying Form of Title | Display | |
960 | Local Added Entry–Uncontrolled Related/Analytical Title | Display | |
961 | Local Series Added Entry–Uniform Title | Display | |
971 | Local Added Entry—Personal Name [San Marcos] | Display | |
973 | Collection Title | Display - Collection Title |
Action log
| Section | Point Person | Expected Completion Date | Last action taken | Next action required |
|---|---|---|---|---|
Articulate the need for procedures | Cataloging Task Force |
| Cataloging TF adopted best practices for “local fields” in Alma, including procedures for adding local fields in Alma. Document outlines local data in Alma and Primo, including display of data. | Discussed with Discovery and TS Working Groups. |
Finalize document | Cataloging Task Force |
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