2024-08-19 Meeting notes

Updates

Christian

130/245 Title rules testing - Resolved title display issues with “Stalin's Secret Pogrom” example, and determined that the current ULMS rule may need to be adjusted to account for records with 245 and 130 values not caught by the 130 rule. Sacramento is exploring the default title rule, which now accounts for 130 and 245 variations, and is used by many of the CSU campuses.

Wiki Update - updated the “Change Request” link text to be “Primo VE Normalization Rule Request”

• UPDATE - after the meeting, @Christina Hennessey and @Christian Ward (Unlicensed) discussed the Google form and Trello board setup for norm rule requests. We are not sure who owns the Google form, but David Walker recently inquired about the norm rules task force Trello board. This could be due to Trello changing their license terms. The board has very few items on it, so it's possible to do without it and instead use a new Google form that sends email to everyone on the Norm Rules Task Force. Will discuss at the next meeting.

Norm Rule Walkthrough

All

@Christian Ward (Unlicensed) led the group through the process of reading, understanding, and making a norm rule change to the Display Title value. Using the OOTB title rule, the group modified the rules to remove “(Online)” from appearing in the title. A discussion followed on types of transformations, order of rule evaluation, rule evaluation behavior, and conditional criteria. From the discussion, the current ULMS Title rule may need to be modified to accommodate using the 245 when a 130 is present but does not contain one of the previously tested for subfields. @Christian Ward (Unlicensed) will investigate further.

The following reference resources were shared with the group for reference:

• MARC21: https://www.loc.gov/marc/bibliographic/

• Regular Expressions: RegEX Cheat Sheet & Quick Reference

• Examples: Primo VE Normalization Rule Examples - Ex Libris Developer Network

• Syntax: https://knowledge.exlibrisgroup.com/Primo/Product_Documentation/020Primo_VE/Primo_VE_(English)/050Display_Configuration/Configuring_Normalization_Rules_for_Display_and_Local_Fields

• Mappings: https://knowledge.exlibrisgroup.com/Primo/Product_Documentation/020Primo_VE/Primo_VE_(English)/120Other_Configurations/Mapping_to_the_Display%2C_Facets%2C_and_Search_Sections_in_the_Primo_VE_Record

DEI Subject Headings

All

@Christian Ward (Unlicensed) provided an update on the progress made for DEI Subject Headings. @Christina Hennessey compiled a list of campuses that have adopted the ULMS Subject Norm Rule, and only three campuses have not implemented the rule. @Christian Ward (Unlicensed) contacted each campus and confirmed they want the rule put in place. @Christina Hennesseycan assist campuses by deploying the rule to their institutions. Five campuses use differing versions of the ULMS rule that either omit the GSSO headings or include local customizations. Fifteen campuses are using the ULMS rule and can be updated from the CO. Once the ULMS rule is updated, these campuses can update their rules though an open forum communication.

@Christian Ward (Unlicensed) and @Christina Hennessey also consulted @Allison Bailund (Unlicensed) at SDSU regrading the COLD recommended changes. The group determined that some of the recommendations have been implemented, but a few more need to be made. Specifically, normalize the headings when the subject heading Illegal immigration is also present:

All other COLD recommendations were implemented in the rule except subject headings for Indigenous Californians. COLD asked campuses to discuss and use locally relevant terms in their norm rules, however no campus has added rules for these subjects. A system wide conversation, perhaps accompanied by a subject term request process, could provide a list of Indigenous Californian terms to include in the ULMS subject norm rule.

Outstanding Items

• Norm Rule Request Form - Need access

• Trello - Need access

• Continue reviewing Replacement Rules for IZ Local Display Fields

• Genre facet & Audience facet