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

[Guidry, Wade]

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

Electronic material type

For local portfolios, select the electronic material type.
The material type appears only in the Get It and Details tabs in Primo.


(https://knowledge.exlibrisgroup.com/Alma/Product_Documentation/Alma_Online_Help_(English)/Resource_Management/050Inventory/020Managing_Electronic_Resources#resource_editor.portfolio_editor )

Regarding the icons displayed in Primo… the icon that displays is derived based on the display/type from the Primo PNX.

The display/type is set based on normalization rules. Those normalization rules can use any MARC field, as long as the field can be used consistently to achieve what you want.

Without being able to view the current normalization rules, I’m not able to say what drives the appearance of the article icon vs the journal icon.

You could open an SF ticket and ask how to catalog a local portfolio so that it is assigned the ‘article’ display/type

Meanwhile, here is a reasonable presentation about resource types, which in the presentation is used as a general umbrella for the display/type, and also the facets/rsrctype (corresponds to material type in facets area) and facets/prefilter (corresponds to the advanced search dropdown for material type).


https://knowledge.exlibrisgroup.com/@api/deki/files/53760/Primo_Resource_Types_2017.pdf







Wade Guidry
Library Consortium Services Manager, WACTCLC
wadeg at bigbend.edu<mailto:wadeg at bigbend.edu>
(509) 760-4474


From: Wactclc-primo [mailto:wactclc-primo-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>; WACTCLC Primo discussions <wactclc-primo at lists.ctc.edu>
Subject: [Wactclc-primo] 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
[Image removed by sender.]
20000 68th Ave. W
Lynnwood, WA  98036
425-640-1526
dburke at email.edcc.edu<mailto:dburke at email.edcc.edu>
[Image removed by sender.]
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