Configuring Local Resource Types for Primo VE

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Local resource types enable 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).

1. Open the Local Resource Types page (Configuration Menu > Discovery > Display Configuration > Local Resource Types).
   
   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.
   
   Add a Local Resource Type
3. In the General section, specify the following fields:

   Local Resource Type Fields - General Section

   Field	Description
   General:
   Code	Enter a unique code for the local resource type. If you specify a code that is already used for out-of-the-box resource types, it overrides the display labels for local and CDI records.
   Display Plural Label	Enter the plural form of the resource type that you want to appear in the following sections of the UI: The material types in the Advanced Search section: Label in Advanced Search Section The resource types in the Facets section: Label in Facets Section Select the Globe button 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 to appear in the record's brief display. Label in Record's Brief Display Select the Globe button 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.  RIS is a file format used to exchange bibliographic citation information between systems. Primo VE uses the RIS type for the RIS Export action. For more information about RIS and valid RIS types, see https://en.wikipedia.org/wiki/RIS_(file_format).
   Genre	Select a genre from the drop-down list. Genre information is used in the OpenURL generated by Primo VE for full text linking. It is used to define the type of publication, which is more granular than the Metadata format field described below. For more information about OpenURL, see https://en.wikipedia.org/wiki/OpenURL and http://www.niso.org/publications/z3988-2004-r2010.
   Metadata format	Select a metadata format from the drop-down list. The Metadata format is a general classification that is used for monograph/serial publications in the OpenURL that is generated by Primo VE for full text linking. For more information about OpenURL, see https://en.wikipedia.org/wiki/OpenURL and http://www.niso.org/publications/z3988-2004-r2010.
   Active	Select this check box to enable the resource type in Primo VE.

4. In the Mapping from MARC record section, select Add Condition and specify the fields listed in the table below. You can add a maximum of four conditions.

   Local Resource Type Fields - Mapping from MARC Record Section

   Field	Description
   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 contains a regular expression.

5. In the Mapping from Dublin Core section, select Add Condition and specify the fields listed in the table below. You can add a maximum of four conditions.

   Local Resource Type Fields - Mapping from Dublin Core Section

   Field	Description
   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

6. 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 in the future.

7. To apply the 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. Run 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.