[Wactclc-alma] Trying to understand facets in Alma vs. facets in Primo

Fri Oct 13 07:46:39 PDT 2017

Since we don't have access to the full PBO, I've been digging around for info on what data is used to actually populate the resource type in the PNX. (With full access to PBO, you could just look at the normalization rules directly, which we'll be able to do once Primo VE comes.)

In any case, I found some good resources this morning.

Links below, and I also added them to the documents page on our web site.

The first document an easily-absorbed intro to Primo normalization rules, which provides good coverage of what a PNX record is.

The second document actually contains a table of how resource types in the PNX are assigned, based on ldr fields. (It's from 2010, so keep that in mind.)

And the 3rd link is to the University of Tennessee, Knoxville's cataloging documentation wiki.

Primo Normalization Rules 101<https://drive.google.com/open?id=0ByZduCgrfxQ4b2lqSkV1N3h0U2s> (Orbis Cascade Alliance)

PNX and Normalizatio Resource Types in the Primo Normalized XML (PNX) Record<https://drive.google.com/open?id=0ByZduCgrfxQ4dTJ2aWF1UkpfR3c> (University of Tennessee, Knoxville)

MARC Primo Mapping<https://wiki.lib.utk.edu/display/CAT/MARC+Primo+Mapping> (University of Tennessee, Kentucky)

Wade Guidry - wadeg at bigbend.edu
Library Consortium Services Manager
Washington Community & Technical Colleges Library Consortium (WACTCLC)
509.760.4474
________________________________
From: Wactclc-alma <wactclc-alma-bounces at lists.ctc.edu> on behalf of Guidry, Wade <WadeG at bigbend.edu>
Sent: Thursday, October 12, 2017 2:57 PM
To: 'WACTCLC Alma Discussion'
Subject: Re: [Wactclc-alma] Trying to understand facets in Alma vs. facets in Primo

Changes to Primo resource type facet / icon configuration would need to go through SF cases for now.

But once Primo VE hits middle of next year, and PBO is inside of Alma, we should have direct access to those settings.

[Title: Big Bend Community College Logo]

Wade Guidry
Library Consortium Services Manager
Big Bend Community College
wadeg at bigbend.edu<mailto:wadeg at bigbend.edu>

509.760.4474
www.bigbend.edu<http://www.bigbend.edu/>

Big Bend Community College • 7662 Chanute Street NE • Moses Lake, WA 98837-3299

WACTCLC Alma Instance: Alma NA02<http://status.exlibrisgroup.com/>
WACTCLC Primo Instance: Primo NA08<http://status.exlibrisgroup.com/>

From: Wactclc-alma [mailto:wactclc-alma-bounces at lists.ctc.edu] On Behalf Of Guidry, Wade
Sent: Thursday, October 12, 2017 2:25 PM
To: 'WACTCLC Alma Discussion' <wactclc-alma at lists.ctc.edu>
Subject: Re: [Wactclc-alma] Trying to understand facets in Alma vs. facets in Primo

Here’s a least some quick and dirty info about Primo facets.

As per the knowledge center document about the portfolio editing page indicates, electronic material type displays only in the getit and details tabs in Primo. It doesn’t drive any facets.

The resource type facet in Primo (sometimes labeled by institutions as ‘material type’) is generated from the PNX (Primo Normalized XML) records returned in a Primo search. (PNX records are the native records used by Primo.) There are 20 or so static resource types defined in Primo, and titles are combined into those facets based on various attributes of the PNX records (which themselves are generated from MARC, Dublin Core, CONTENTdm records, etc).

Here's one fairly detailed presentation on the Primo resource types facet.

https://files.mtstatic.com/site_11811/draft_53760/0?Expires=1507845379&Signature=3t57oTk8zbHlDsRNhWzCF9XliWJDCWKfDku8Uqw~fo7Zzbj1-6Smywe6nxFDhusZ3F-KfZbHYdvNpjhtLoLgV78Na-CUi6cFla2P218B2Eh7~~Hll6bhuIwuZ3nQoKWYWiRQOaJLSTqgwZj~wPHr5NMao6H1BzIjX~UKM5QNH23Bof0TMTB0iGdBbB42ZUIRuZsEQwaNg6Nc~B4~kX~LxtcozoS5LsfW9cH87Li26NkWshP4tcFG07vHqPcnF5xiFu6TUJzrR7syMEjnZARgHXuFOtoL-dZrVUZ7yrLtQ28ydmD1vnO1TFqoBj~PfS12wNhbx9UxlsMIxd1Mu1JcSWAHakAsOMibYd7u6pzdm2nyX8BRRw7E1vJPWSV6iHHy-rDvBNixB5eFgPurzBa6tV5gGAKRDoKrnktscMecz7hwNscJ7GYJePnyNNM3C5v0mI75SRuW2CMuJAixF1gGVITBJCCYCUhYX~GEqzMDOkYdcYGLm8JDMvwDNERE6oCAlINFHtLLlKqLmPDSPUs5a-N6fTzzVxkyYyQSb9n1C0VNRe4GHiOqs8GcNUB1JDZ5ne~zOYXBc~ENpmqXYy4mWeYdIkZGzzRD1Vq40d0G85uwzBCqwD9QrAYq9Yw9A59pFdFsny2LyG-F5Td4CeWdH8IngB5oH3aChJiPB3u5sdw_&Key-Pair-Id=APKAIX7ZMYEQ4P6XATFQ

And here’s a good document on default vs custom resource types in Primo (which involve configurations in the PBO), and also about the resource type icons in Primo:

https://www.orbiscascade.org/file_viewer.php?id=4711

[Title: Big Bend Community College Logo]

Wade Guidry
Library Consortium Services Manager
Big Bend Community College
wadeg at bigbend.edu<mailto:wadeg at bigbend.edu>

509.760.4474
www.bigbend.edu<http://www.bigbend.edu/>

Big Bend Community College • 7662 Chanute Street NE • Moses Lake, WA 98837-3299

WACTCLC Alma Instance: Alma NA02<http://status.exlibrisgroup.com/>
WACTCLC Primo Instance: Primo NA08<http://status.exlibrisgroup.com/>

From: Wactclc-alma [mailto:wactclc-alma-bounces at lists.ctc.edu] On Behalf Of Dale Burke
Sent: Thursday, October 12, 2017 1:08 PM
To: WACTCLC Alma Discussion <wactclc-alma at lists.ctc.edu<mailto:wactclc-alma at lists.ctc.edu>>; WACTCLC Primo discussions <wactclc-primo at lists.ctc.edu<mailto:wactclc-primo at lists.ctc.edu>>
Subject: [Wactclc-alma] Trying to understand facets in Alma vs. facets in Primo

Hello all,

Edmonds has recently started adding collections and portfolios to these collections; however, we are confused by how some of the records look in Alma and how they appear in Primo.

First Question:  We have MARC records that are coded as "journal" and we would like to have them coded as "article".  For MARC records that we load into Alma, the icon that shows on our records in Primo appears to come from the coding in the leader line of the MARC record.  We cannot find a leader line code for "article".  However, the "article" icon appears on items that we have activated through either Alma or the PCI.  We can also see the PNX records for both MARC loaded records and activated records, and the activated records have the "article" icon coding, but the MARC records do not.  Does anyone know how to get MARC loaded articles to show an "article" icon rather than a "journal icon?

Second Question:  We were hoping to use the "Electronic material type" in the portfolio as a work-around for the situation discussed above, but this doesn't seem to work either.  We are trying to understand the relationship between Alma facets and Primo facets.  It appears to us that on Portfolio records the "Electronic material type" creates a facet in Alma. but has no affect on Primo.  Attached is a document illustrating why we are frustrated with "Electronic material type"  We were hoping to be able to use the "Electronic material type" on the portfolio record as a facet in Primo, but that is not what we are finding.  Has anyone else ventured into this area and discovered anything useful?

Thanks!

Dale Burke
Technical Services Librarian
[https://docs.google.com/uc?export=download&id=0B16tUjXHMjfkeVd6QnJvakN3WEk&revid=0B16tUjXHMjfkUGVnOUFiNzF6RENiODhNdWZPRmtVb291Zk9JPQ]
20000 68th Ave. W
Lynnwood, WA  98036
425-640-1526
dburke at email.edcc.edu<mailto:dburke at email.edcc.edu>
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