Communicate with us!

• Submit feedback on Primo VE display fields and resource types migrated from Primo PBO.
• View existing feedback on Primo VE display fields and resource types.
• Join the Alliance Norm Rules discussion list, normrules@orbiscascade.org, by emailing Elizabeth Duell.

Primo VE Customizations for Alliance Members

• Known Issues
• Local Resource Types
  • Working with NRSG Local Resource Types in Primo VE
    • A how-to document for applying NRSG-developed Local Resource Types to your IZ-only records.
  • Presentation: Alliance Resource Types in Primo VE, 1/28/2022 – Recording | Slides
  • Presentation: Applying NRSG Resource Types to Local Bibs, 3/30/2022 – Recording
  • Info Session: Primo VE Issues with Print Books/E-Books Split, 11/16/2022 – Recording | Document/Notes
  • Info Session: Primo VE secondary resource types for Print Book/E-book split, 1/19/2023 – Recording (captioned) | Recording (no captions) | Slides
• Local Display Fields
  • Guide to Display and Local Fields in VE for Alliance Members (“The Compendium”)
    • A reference document outlining the function, context, and special implementation notes for NRSG-developed Local Display Fields and OTB Display Field edits.
  • Working with NRSG Local Display Fields in Primo VE
    • A how-to document for applying NRSG-developed Local Display Fields and OTB Display Field edits to your VE instance.
  • NRSG’s GitHub repository of current display/search/facet rules for VE
  • Member coordination spreadsheet for local search/facet rule fields
  • NRSG Changelog showing most recent updates to Alliance local display fields

Resources

• NRSG working resources: This page provides a set of resources that are helpful in the development and implementation of Primo VE display, search, and facet fields.
• NRSG training resources (Under construction): This page will provide access to documentation and videos that the NRSG has created for new group members.

Charge

The Normalization Rules Standing Group (NRSG) will work under the auspices of the Alliance Shared Content and Technical Services Team. It is composed of staff from Alliance libraries with expertise in discovery and in strong expertise in Alma cataloging and metadata. Outcomes for this working group include:

• Developing expertise in and knowledge of normalization rules, and their relationship to Alma data, to build a base of knowledge in the Alliance
• Modifying normalization rules to improve and provide more options for facets in Primo
• Modifying normalization rules related to display, indexing and searching of Alma data fields in bibliographic records to improve indexing, searching, and in display in Primo
• Developing a repeatable process for creating and updating Primo normalization rules, testing draft changes in the Primo sandbox, and deploying the tested changes to the Primo production environment
• Documenting changes so that the Alliance has a record of what changes have been made and how they have impacted Primo
• Soliciting suggestions from Alliance libraries for improvement to Primo discovery that can be achieved by changes to normalization rules
• Developing processes and recommendations for best practices for managing normalization rules at the installation level