The NRSG has created these training resources to help new group members learn the ins and outs of developing customized local display and search/facet fields for the Alliance.

Training sessions

• Simple rule creation: Local field 44/MARC 511 (07/14/22)
  • Slide deck (speaker notes included)
  • Part 1 (10:09) – overview, terms to know, navigating to fields, editing/adding a field – captioned | not captioned
  • Part 2 (11:34) – norm rule structure, questions – captioned | not captioned
  • Part 3 (7:10) – rule editing and syntax, things to check for, saving and applying rules – captioned | not captioned
  • Part 4 (8:07) – adding fields to a view, checking results in the front end – captioned | not captioned
  • Part 5 (4:35) – basic troubleshooting, adding comments to rules – captioned | not captioned
  • Part 6 (3:13) – MARC for beginners and some useful resources – captioned | not captioned
  • Full recording (58:55) – captioned | not captioned
• Working with out-of-the-box (OTB) display, search, and facet fields (8/11/2022)
  • Part 1 (7:53) – Introduction, gotchas, information about OTB rules, display rule customization – captioned | not captioned
  • Part 2 (12:10) – OTB search/facet rules and related gotchas – captioned | not captioned
  • Part 3 (7:32) – Q&A, discussion – captioned | not captioned
• Intermediate rule syntax: Local field 97/alternate form of title (8/25/2022 and 9/1/2022)
  • Slide deck
  • Part 1 (12:12) – Intro, comments, “has any”, TEMP variables, “add prefix”, creating the display field – captioned | not captioned
  • Part 2 (8:16) – MARC indicators in conditions, match comparison, existence checks – captioned | not captioned
  • Part 3 (17:01) – Boolean operators and grouping, “sub without sort”, “replace string by string”, AND NOT logic – captioned | not captioned
  • Part 4 (9:35) – Additional rule stanzas in GitHub, nuances of using indicator values – captioned | not captioned
  • Part 5 (20:51) – excluding data based on indicators, using multiple TEMP variables, “concatenate with delimiter”, forced subfield order, stanzas for non-Roman language fields, “excluding num subfields” – captioned | not captioned
• Advanced issues: $3 and $5 display in Primo (9/29/2022)
  • slides
  • recording (17:16) – definitions, sample rules, and nuances of use in Primo – not captioned
• Advanced issues: MARC 382 display in Primo (10/6/2022)
  • slides
  • recording (43:50) – rule walkthrough, using sequential replace operations to clean up and re-sequence MARC data and punctuation (e.g., wrap subfields, replace wrapping delimiters, add prefix, replace string by string) – not captioned

Development processes

• NRSG Development workflow
• Working with Primo VE-flavored regular expressions
• Testing rules
• Working with GitHub
• Working with group Trello boards
  • Member Feedback board demo (8/11/2022, 7:16) captioned | not captioned
• Communication channels/needs