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:
Adding Local Fields using the ME
There are two methods of creating local fields in Alma. The first method is to use the Edit > Add Local Field (Ctrl+L) command in the Metadata Editor. When using this command, Alma creates a field with an invisible subfield $9 containing the string "local" (all lower case). This subfield $9 is used by Alma to mark fields as local, i.e., they are stored in an institution's Institution Zone and are not lost when the master bib record in the NZ is overlaid. Although this subfield $9 is not displayed in Alma (the local field building icon is displayed instead), it is present in local fields when bib records are exported.
Adding Local Fields using Norm Rules.
The second method of adding local fields is to use a normalization rule to add a local field one-at-a-time in the Metadata Editor, or to batch add a local field to a set of bib records. The normalization rule must include the addSubfield command as shown below:
then
addField "590.a.Gift of John Doe."
addSubField "590.9.local" if (not exists "590.9.local")
end
Note: Using "local" or "LOCAL" in a subfield $9 both work in Alma when creating normalization rules. However, be consistent! Be sure to test for the presence of either string before adding a new subfield $9.
How NOT to Add Local Fields.
Using the Metadata Editor Edit > Add Field (F8) command and then add the "$$9local" subfield in the ME does NOT work. The field will be a normal field in the NZ and will be lost when the NZ bib record is overlaid. Similarly, adding the "$9 local" subfield in OCLC Connexion before downloading the bib record into Alma will also NOT work, and the new field will again be lost when the NZ bib record is overlaid.
- IZ-only records
Please see Display of Local Fields from IZ Records in Primo for additional metadata required for local fields in IZ-only records.
Reserved Fields
- Ex Libris has reserved 900-949 fields. These fields should not be used for local data. NOTE: 949 is reserved for RapidILL publishing profile.
Network Reserved Fields. Fields 976-979 and 982-988 are reserved for future use as Network-wide notes. Any use of these local note fields will be added to this table after the use is approved by the Technical Services Working Group Leads.
Institution Reserved Fields. Fields 958, 962-969, and 972 are reserved for local institution-defined internal notes. Any CSU library is free to define any of these fields for local use. These local internal note fields do not publish to Primo.
OCLC Reserved Fields. Fields 950, 951, 956, 987, 989-999 are reserved for OCLC use per information contained in OCLC's Bibliographic Formats and Standards and are not to be used for Network or local use in Alma or Primo. Note, however, that field 999 is being used as the default “Network-defined CR_RESTRICTED field for course reserve records” to restrict access to “personal copies” on reserves.
Phrase vs. Keyword Searching
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 | ||||
988 | "nodedup" Normalization Rule (e.g., 988 $$a NODEDUPE) | 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 |
| ||
Revised | Resource Management | Revised to indicate use of 949 for RapidILL publishing profile, and use of 988 for "no dedup" normalization rule. |