Secondary Resource Types

Summary :

In August of 2022, Ex Libris introduced a new feature for Primo VE - secondary resource types. This feature allows records to have at least two resource types. The main resource type will continue to appear in the record view in Primo. The secondary resource type allows records to be found using filters and search pre-filters.

WRLC configured secondary resource types for records of government documents in the WRLC Network Zone. The secondary resource type of Government Document is applied to the following main resource types:

Audios
Books
Computer Files
Images
Journals
Maps
Video/Film

The mapping for government document uses the 008 code for government documents (position 28) with the following regular expression string:

^.{28}[acfilmos].*

Because this is configured in the Network Zone, it is only applicable to Network Zone records. If your institution would like to recreate these configurations for Institution Zone records, the settings would need to be configured in your Institution Zone.

Once saved, the secondary resource type is automatically added to new records. In order to apply the label to pre-existing records in the catalog, a Recalculate Local Resource Type job must be run on the pertinent records; this job re-indexes the records for Primo VE, thereby updating their labels.

Institution Zone Instructions :

Use the following instructions below if you wish to recreate the NZ settings in your own IZ

User Roles Needed :

Discovery - Administrator
Catalog Administrator OR Catalog Manager

Instructions :

Configure secondary resource types

Go to Configuration > Discovery > Search Configuration > Secondary Resource Type
Follow the steps below (1.b.i - 1.b.ix) for each of the Main Resource Types listed in the summary section above:

Select Add Secondary Resource Type
Choose the Main Resource Types from the list in the summary above
Choose the Secondary Resource Type of Government Documents

Under Mapping from MARC Records, select Add Condition
For the MARC Field and Subfield, type 008
For the Value in MARC Field, copy and paste the regular expression : ^.{28}[acfilmos].*
For Use Regular Expression, click the checkmark
Select Add Condition

Select Save at the top right-hand side of the screen to save the Secondary Resource Type rule
Repeat these steps for each of the Main Resource Types listed in the Summary portion of this document.

Create an indication rule to find Institution Zone records cataloged as government documents

Go to the Metadata Editor
In the upper left-hand corner, select Rules and then select Indication to view all Indication Rules
Search for the Indication Rule titled Government Documents. Right-click on the name of the rule, then choose Duplicate

A Duplicate Rule save page will appear. Click Save.
The new indication rule is saved to the Institution Zone, and can be used on Institution Zone records.

Filter all Institution Zone records by the Government Documents indication rule

Perform an Advanced Search in Alma by clicking the magnifying glass icon in the top left-hand corner of the Alma homepage
Select an All Titles search
Choose the parameters Is Linked Equals No, then click Search

Once the results are listed, select Save and Filter Query

Type in a Set Name
Select Save and Filter

Choose the Indication Rule created earlier, then select Filter Set

Select Confirm to filter the set

Run the Recalculate local resource types job on the above filtered set

Once the filtered set has been created, go to Admin > Run a Job
Select the Recalculate Local Resource Types job from the Job List, then select Next
Select the filtered set created earlier, then select Next
Select Submit

Alma Resources :

Posted 09/19/2022 by Jackie Saavedra (WRLC Network Zone Manager)