Skip to main content
ExLibris
  • Subscribe by RSS
  • Ex Libris Knowledge Center

    Configuring Local Resource Types for Primo VE

    Return to menu

    Local resource types allow users to discover resource types that are configured locally and are not included using the out-of-the-box rules, which are based on standard metadata. For example, your library may need to support the discovery of local resource types (such as exam, book chapter, or case law).

    • You can define a maximum of 20 local resource types.

    • For consortia, local resource types must be defined in both the IZ and NZ when IZ records are linked to the NZ.

    To add a local resource type:
    1. Open the Local Resource Types page (Configuration Menu > Discovery > Display Configuration > Local Resource Types).
      LocalResourceTypes_NewUI.png
      Local Resource Types Page
      From the Local Resource Types page, you can also edit and delete existing local fields by using the row actions.
    2. Select Add local Resource Type to open the Edit a Local Resource Type page.
      PVE_EditLocalResourceType.png
      Add a Local Resource Type
    3. Specify the following fields:
      Local Resource Type Fields
      Field Description
      General:
      Code
      Enter a unique code for the local resource type.

      If you define a code that is used also for PC (for example, media), the labels for that local resource type will override the PC values. This allows you to align resource types between local and Primo Central records.

      Display Plural Label

      Enter the plural form of the resource type that you want displayed in the following sections of the UI:
      • The material type in the Advanced Search section:
        LocalResourceTypeAdvSearch.png
        Label in Advanced Search Section
      • The resource type in the Facets section:
        LocalResourceTypeFacets.png
        Label in Facets Section
      Select the Globe button GlobeButton.png if you want to create translations for the label in the Advanced Media Type Labels and Facet Resource Type Labels code tables. For more information, see Configuring Display Labels.
      Display Singular Label
      Enter the singular form of the resource type that you want displayed in the record's brief display.
      LocalResourceTypeBriefDisplay.png
      Label in Record's Brief Display
      Select the Globe button GlobeButton.png if you want to create translations for the label in the Icon Codes Labels code table. For more information, see Configuring Display Labels.
      RIS type
      Select a RIS type from the drop-down list.
      Genre
      Select a genre from the drop-down list.
      Metadata format
      Select a metadata format from the drop-down list.
      Active
      Select this check box to enable the resource type in Primo VE.
      Mapping from MARC records:
      MARC field and subfield
      If the Use Regular Expression field is not set:
      • Specify the MARC field and subfield in the source record that contains the resource type that you want to map to this local resource type: <field> $<subfield>. For example: 999 $a.

      If the Use Regular Expression field is set:

      • Specify the MARC field in the source record that contains the resource type that you want to map to this local resource type. The valid fields include any MARC field and subfield (<field> $<subfield>), or a MARC fixed field (00X), or LDR. For example: 999 $a or 008 or LDR.

      Value in MARC field

      If the Use Regular Expression field is not set:

      • Specify the specific value of the resource type that you want to map to this local resource type. If the field may hold several matching values, use a semicolon to separate the possible values. For example: exa;ex;Examination paper.

      If the Use Regular Expression field is set:

      • Specify the regular expression used to extract the resource type from the source field. For example, the following regular expression returns the value of the MARC field if the character at position 33 is either an a, o , or c:

        ^.{32}[aoc].*

      Use Regular Expression

      Indicates whether the Value in MARC field field contains a regular expression.

      Mapping from Dublin Core:
      Dublin Core tag
      Specify the source Dublin Core tag in the DC source record that contains the resource type that you want to map to this local resource type.
      Value in Dublin Core
      Specify the specific value of the resource type that you want to map to this local resource type. If the field may hold several matching values, use a semicolon to separate the possible values. For example: exa;ex;Examination paper
    4. Select Save to create the local field and to return to the Local Fields page.

      The rules for local resource types are applied to all new records that are created or loaded into Alma, as well as any existing records that are modified. To apply a new resource type to relevant existing records, perform the following:

      1. In Alma create a set for all the records that contain the relevant metadata condition—for example, 977 $a has the value EXAM. For more information on how to create an Alma bibliographic set based on metadata elements, see Managing Search Queries and Sets.

      2. Edit the Recalculate Local Resource Types Job (Admin > Manage Jobs and Sets > Run a Job) and select the set created in the previous step. See Running Manual Jobs on Defined Sets.

        This job is optimized so that sets with over 50k records are run at a lower priority.

    • Was this article helpful?