How to change Primo to display personal author names to inverted order (lastname, firstname) instead of direct order (firstname lastname) in the full record display?

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Product: Primo

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Answer

Intended for Alma, Voyager, or Aleph Primo Normalization Rules which were created from the Primo supplied templates (and assumes the display rules in the custom Normalization Rule set have not been previously altered): "Alma MARC - Template", "Voyager - Template", and "ALEPH MARC - Template".

This is how the fields show in the source MARC record 100 and 700 (personal author) fields (inverted order):
100 1_$aGroff, Peter S.
700 1_$aLeaman, Oliver,$d1950-

This is how the personal author displays on the Primo Details tab (direct order):
Author: Peter S. Groff
Added Author: Oliver Leaman 1950-

This is how the personal author should display on the Primo Details tab (inverted order):
Author: Groff, Peter S.
Added Author: Leaman, Oliver, 1950-

This issue affects specifically source MARC 100 & 700 fields whose first indicator field is '1' (Surname) or '2' (Multiple surname - now obsolete per MARC). By carefully disabling those specific rule steps in the related Primo NR and then re-norming the source data, the steps converting inverted order to direct order name are effectively neutralized for those specific cases of MARC 100 & 700 fields processed by the Primo NR.

[Note: The conversion of inverted name order to direct name order does not occur with source MARC 880 fields (Alternate Graphic Representation) whose $6 (Linkage) is "100" (for example "$6100" indicating this MARC 880 field is an alternate representation of the MARC 100 personal author field). So no adjustment to the Primo Normalization Rule for the MARC 880 rule steps is needed.]

1. In the Primo Back Office navigate to the correct Primo NR (Normalization Rule)
Primo Home > Advanced Configuration > Full Normalization Rule Configuration > [select correct Normalization Rule] > "Edit" button

2. Go to "PNX Section: Display" and rule set "Creator"

3. Adjust rule steps 4, 5, 6 (which convert inverted names to direct order names) as follows: to "disable" the specific rule, look on the "Source" line of the rule for a checkbox for "Enabled" and uncheck it. [Note: By disabling these rules instead of deleting them, the rule can be easily re-enabled later on if becomes preferable to restore direct order personal names at a later date.]

4. Leave “Creator” rule steps 7 and 8 enabled.

Primo Normalization Rule section "Display > Creator"
Rule #4 (which applies for 100 with 1st ind=1 or 2 and includes $a) - DISABLE
Rule #5 (which applies for 100 with 1st ind=1 or 2 and includes $a) - DISABLE
Rule #6 (which applies for 100 with 1st ind=1 or 2 and includes $b,c,d,e,j,q,u) - DISABLE
Rule #7 (which applies for 100 with 1st ind=-1 or -2 and includes $a,b,c,d,e,j,q,u) - LEAVE ENABLED
Rule #8 (which applies for 100 with any indicators and includes $a,b,c,d,e,j,q,u) - LEAVE ENABLED

5. Click the SAVE button to save the change.

6. Go to "PNX Section: Display" and rule set "Contributor"

7. Adjust rule steps 4, 5, 6 (which convert inverted names to direct order names) as follows: to "disable" the specific rule, look on the "Source" line of the rule for a checkbox for "Enabled" and uncheck it. [Note: By disabling these rules instead of deleting them, the rule can be easily re-enabled later on if becomes preferable to restore direct order personal names at a later date.]

8. Leave “Contributor” rule steps 7 and 8 enabled.

Primo Normalization Rule section "Display > Contributor"
Rule #4 (which applies for 700 with 1st ind=1 or 2 and 2d ind= -2 and includes $a) - DISABLE
Rule #5 (which applies for 700 with 1st ind=1 or 2 and 2d ind= -2 and includes $a) - DISABLE
Rule #6 (which applies for 700 with 1st ind=1 or 2 and 2d ind= -2 and includes $b,c,d,e,j,q,u) - DISABLE
Rule #7 (which applies for 700 with 1st ind=-1 or -2 and 2d ind= -2 and includes $a,b,c,d,e,j,q,u) - LEAVE ENABLED
Rule #8 (which applies for 700 with 2d ind= -2 and includes $a,b,c,d,e,j,q,u) - LEAVE ENABLED

9. Click the SAVE button to save the change

10. After saving both changes, click the "Go Back" button to exit the Primo Normalization Rule.

11. DEPLOY the changed Normalization Rule set by clicking the "Deploy" button.

12. After a successful deploy on a Sandbox server, then re-norm the data set and check the display result to make sure it is correct.

13. On a production server, after making the NR changes and deploying them, update a few specific ILS records and once they have updated Primo, check the result. By checking a few records first, a long data re-norm time for large data sets can be avoided.

Additional Information

Some additional explanation of the Transformation Routines "Replace Characters" and "Remove characters from the end" which are in use in some of these rules can be found in: Transformation Parameter (for more information, search "Transformation Routines" in the Primo Back Office Online Help (OLH) or the Primo Technical Guide PDF file).

Since the November 2017 Primo release, an option has been added to use the $$Q parameter in order to have a different displaying text than the text that Primo searches when clicking on the clickable field. For example, it is possible to have Primo display "Groff, Peter S" but if the patron clicks on the link, Primo will search "Peter S Groff". More information and configuration steps in the 'Enhanced Hypertext Linking' section of the November 2017 release highlights.