How to add a local field
Background
There are two methods of adding local fields (also called local extensions) in Alma: using the Metadata Editor “Add Local Extension” command or using a Normalization Rule.
For policy and overview of local fields, including inventory of local fields adopted for the consortium, consult Local Fields and Local Fields in Alma & Primo.
Step-by-step guide
To add a local field to a bibliographic record (NZ) using the “Add Local Extension” command:
- Open NZ record in the Metadata Editor
- From the MD Editor menu, select Edit > Add Local Extension. Alternative: use CTRL+L.
- Enter local field (tag and data). Note: Institution icon appears after local field tag is entered.
- Save record.
To add a local field using a Normalization Rule:
- Create a Normalization Rule for a local field. Follow steps outlined in How to create and test an Alma normalization rule. Or use an existing norm rule.
- Open selected bibliographic record in the Metadata Editor.
- Click on the split editor icon on the upper right corner of the Metadata Editor; or use F6.
- The Metadata Editor will split into two panes.
- Click anywhere in the right pane.
- Go to the Rules tab.
- Select the local field norm rule to be applied, and select Edit.
- The norm rule will appear in the right pane.
- Click on the Preview button.
- The Metadata Editor will display the existing bibliographic record in the left pane and the preview record (i.e., the record with the new local field added) in the right pane.
- Click Apply Changes if local field was added as expected. The split pane disappears. Or, click Back to Normalization Rules to edit the rule, and then Apply Changes.
- Click Save.
Ex Libris Documentation
Adding Local Extensions using the MD Editor (Ex Libris)