Add a local field in Alma for display in Primo VE: Workflow with Exlibrisgroup

Stephanie Roach

Created Sep 22, 2022

Add a local field in Alma for display in Primo VE: Workflow with Exlibrisgroup

To begin, we'll preview the record prior to enabling a local field for display in Primo VE. Next, we'll use "Manage display and local fields" to enable the local field. Then, we'll configure the view to display the local field in full record services. Finally we'll review the new record display in Primo VE and take a look at the bibliographic record to show how the local extensions display there.

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Exlibrisgroup

35 Steps
1

Preview the full record display in Primo VE

2

Review Details

No local notes appear in the details section.

Review Details
3

Click on Display Source Record to view the MARC record

Take note that two local notes appear, a 590 note specific for College of San Mateo (CSM) and a 591 note specific for Skyline College. Neither local note field currently appears in the Primo VE record details. In this example we will configure Alma to display the 591 field in Skyline College's Primo VE.

Click on Display Source Record to view the MARC record
4

Navigate back to Alma to configure display of the local fields in Primo VE

5

Click on Configuration

Click on Configuration
6

Click on Discovery

Click on Discovery
7

Click on Manage display and local fields

Click on Manage display and local fields
8

Click on Add field

Click on Add field
9

Click on Add local field

Click on Add local field
10

Click on the local_field you are defining

In our example, local_field_03 is selected and will be linked to MARC 591

Click on the local_field you are defining
11

Type your display label

The display label is how the note will be labeled and appear once added to your Primo VE view. In this example, it is a local note specific to Skyline College, so we have labeled it "Local note (Skyline College)"

Type your display label
12

Click on Add MARC21 Fields

Click on Add MARC21 Fields
13

Click on +Add MARC21 Fields and click the all items drop down menu

Click on +Add MARC21 Fields and click the all items drop down menu
14

Search for your field: Type the MARC field you are adding

In our example, we are creating a local note field for MARC "591"

Search for your field: Type the MARC field you are adding
15

Click on your MARC field number to select, then click on Add

Click on your MARC field number to select, then click on Add
16

Optional: Review Local field details and select as needed. Additional configuration may be required depending on your selections.

To only display the field in Primo VE, no selections are required. We will leave this section blank for this example.

Optional: Review Local field details and select as needed. Additional configuration may be required depending on your selections.
17

Click on Save

Click on Save
18

Take note: Your new local_field will now display in your Manage Display and Local Fields list

local_field_03 now appears in the Manage Display and Local Fields list for our example

Take note: Your new local_field will now display in your Manage Display and Local Fields list
19

Next we'll configure the Primo VE view to allow for display of the field in discovery

20

While still in the Configuration menu, Click on Discovery > Configure Views

While still in the Configuration menu, Click on Discovery > Configure Views
21

Find the view you wish to edit

Find the view you wish to edit
22

Click on Actions dropdown [...] for your selected view, click on Edit

Click on Actions dropdown [...] for your selected view, click on Edit
23

Click on Full Record Services

Click on Full Record Services
24

Find "Record details" in the list

Find "Record details" in the list
25

Click on Actions dropdown and click on Configure

Click on Actions dropdown and click on Configure
26

Click on Add Field, and Click on the Show all items dropdown menu to search for and select the field you wish to add

Click on Add Field, and Click on the Show all items dropdown menu to search for and select the field you wish to add
27

Type the name of the field you wish to add

In our example, we typed "Local" as a search term, and selected "Local note (Skyline College) which is the field we just configured and will add it to the view.

Type the name of the field you wish to add
28

Click on Add

Click on Add
29

Your field now appears in a pop-up box. Click on Done.

Your field now appears in a pop-up box. Click on Done.
30

Your new field now appears in the "Edit Full Display Fields List"

Your new field now appears in the "Edit Full Display Fields List"
31

Use the arrows as needed to adjust where your field will appear in the Primo VE Details view.

Use the arrows as needed to adjust where your field will appear in the Primo VE Details view.
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In Primo VE, your new field will now display in the record details.

In Primo VE, your new field will now display in the record details.
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Of note: The "Local note (Skyline College) does not appear in other Primo VE views in our institution because it has not been enabled for all views.

As proof of concept, we'll look at the same record in a different view (College of San Mateo - CSM).

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In the record details for the same record, the Local note (Skyline College) does not appear.

A Local note does appear, but it is specific to College of San Mateo, and is associated with the 590 MARC field, rather than the 591 MARC field.

In the record details for the same record, the Local note (Skyline College) does not appear.
35

Note in the Alma Metadata Editor that both the 590 and 591 fields are present as local extensions.

In our example, the 590 local extension note only appears in the Primo VE view for College of San Mateo. The 591 local extension note only appears in the Primo VE view for Skyline College.

Note in the Alma Metadata Editor that both the 590 and 591 fields are present as local extensions.
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