Please note that the rules below only affect records linked to the Network Zone. In order to apply new resource types to IZ-only records and to IZ-linked CZ records, you will need to create and save Resource Type rules in your own Institution Zone.
1. Audio LP's - Code : AUDIOLP - Display Singular Label : Audio LP - Display Plural Label : Audio LPs - RIS Type : Sound recording - Genre : Unknown - Metadata format : Book - Logic - MARC field and subfield : 007 - Value in MARC subfield (regular expression): ``` ^s.{2}b.* ``` 2. Journals (the rules below **are added to** the [out-of-the-box configuration for Journals](https://knowledge.exlibrisgroup.com/Primo/Product_Documentation/020Primo_VE/Primo_VE_(English)/120Other_Configurations/Mapping_to_the_Display%2C_Facets%2C_and_Search_Sections_in_the_Primo_VE_Record#Resource_Type_Mapping)) - Replace existing rules : No - Logic - MARC field and subfield : LDR - Value in MARC subfield (regular expression): ``` ^.{6}a[bis].* ``` AND - - - MARC field and subfield : 008 - Value in MARC subfield (regular expression): ``` ^.{21}m.* ``` 3. Book Chapters (the rules below **replace** the [out-of-the-box configuration for Book Chapters](https://knowledge.exlibrisgroup.com/Primo/Product_Documentation/020Primo_VE/Primo_VE_(English)/120Other_Configurations/Mapping_to_the_Display%2C_Facets%2C_and_Search_Sections_in_the_Primo_VE_Record#Resource_Type_Mapping)) - - Replace existing rules : Yes - Logic 1. MARC field and subfield : LDR 2. Value in MARC subfield (regular expression): ``` ^.{6}aa.* ``` 4. Books (the rules below **replace** the [out-of-the-box configuration for Books](https://knowledge.exlibrisgroup.com/Primo/Product_Documentation/020Primo_VE/Primo_VE_(English)/120Other_Configurations/Mapping_to_the_Display%2C_Facets%2C_and_Search_Sections_in_the_Primo_VE_Record#Resource_Type_Mapping)) - - Replace existing rules : Yes - Logic - MARC field and subfield : LDR - Value in MARC subfield (regular expression): ``` ^.{6}a[cdm].* ``` #### Resources - [Configuring Resource Types for Primo VE](https://knowledge.exlibrisgroup.com/Primo/Product_Documentation/020Primo_VE/Primo_VE_(English)/050Display_Configuration/Configuring_Resource_Types_for_Primo_VE) - [Out-of-the-box MARC Mapping of Resource Types for Primo VE](https://knowledge.exlibrisgroup.com/Primo/Product_Documentation/020Primo_VE/Primo_VE_(English)/120Other_Configurations/Mapping_to_the_Display%2C_Facets%2C_and_Search_Sections_in_the_Primo_VE_Record#Resource_Type_Mapping) # How to hide / change / add MARC fields for display in Primo (Primo VE Display Rules, and DEI - List of terms to exclude) #### Editing Primo VE Display Fields This workflow is for editing the display of specific MARC fields that are already configured in Primo to be displayed to patrons. For a full list of the MARC fields associated with each pre-configured display field, please see this [Primo Knowledge Center page](https://knowledge.exlibrisgroup.com/Primo/Product_Documentation/020Primo_VE/Primo_VE_(English)/120Other_Configurations/Mapping_to_the_Display%2C_Facets%2C_and_Search_Sections_in_the_Primo_VE_Record#MARC21_and_KORMARC_Display_Section_Mapping). 1. Go to ***Configuration > Discovery > Display Configuration > Manage display and local fields*** 2. Choose ***+ Add Field > Add Display Field*** 3. Under ***Field to edit***, choose the field you wish to edit from the dropdown menu. - To see which MARC fields are associated with which display field, please see this [Primo Knowledge Center page](https://knowledge.exlibrisgroup.com/Primo/Product_Documentation/020Primo_VE/Primo_VE_(English)/120Other_Configurations/Mapping_to_the_Display%2C_Facets%2C_and_Search_Sections_in_the_Primo_VE_Record#MARC21_and_KORMARC_Display_Section_Mapping). - If you do not see the specific field you are looking for, it could be because your IZ already has a localized display rule for this field. If that's the case, go back to the previous screen and ***Edit*** the correct display field. 4. Under ***MARC21 Normalization Rules***, click on the ellipsis button, then choose ***Edit***. 5. From here, make the necessary changes to the display normalization rules, then click ***Save***. - Suggested display rules for WRLC Subject Headings can be found on the following page: [https://alma.wrlc.org/books/discovery-primo-ve/page/recommended-wrlc-primo-display-norm-rules#bkmrk-subjects](https://alma.wrlc.org/books/discovery-primo-ve/page/recommended-wrlc-primo-display-norm-rules#bkmrk-subjects) 6. To configure this local field to appear in Primo to patrons, see the section below, [Adding a display of local field to a Primo VE View](https://alma.wrlc.org/books/discovery-primo-ve/page/how-to-hide-change-add-marc-fields-for-display-in-primo-primo-ve-display-rules-and-dei-list-of-terms-to-exclude#bkmrk-adding-a-display-or-) Suggested MARC21 Primo norm rules for WRLC Institutions can be found on the following page: [https://alma.wrlc.org/books/discovery-primo-ve/page/recommended-wrlc-primo-display-norm-rules#bkmrk-subjects-display-rul](https://alma.wrlc.org/books/discovery-primo-ve/page/recommended-wrlc-primo-display-norm-rules#bkmrk-subjects-display-rul) For more information on Normalization Rule Syntax, see the following Primo Knowledge Center page: [https://knowledge.exlibrisgroup.com/Primo/Product\_Documentation/020Primo\_VE/Primo\_VE\_(English)/050Display\_Configuration/Configuring\_Normalization\_Rules\_for\_Display\_and\_Local\_Fields#Normalization\_Rule\_Syntax ](https://knowledge.exlibrisgroup.com/Primo/Product_Documentation/020Primo_VE/Primo_VE_(English)/050Display_Configuration/Configuring_Normalization_Rules_for_Display_and_Local_Fields#Normalization_Rule_Syntax) #### #### Configuring a Primo VE Local Field This workflow is for adding MARC fields for display that are NOT already part of one of the pre-configured Primo display fields. If the field you wish to add is not in the list found on this [Primo Knowledge Center page](https://knowledge.exlibrisgroup.com/Primo/Product_Documentation/020Primo_VE/Primo_VE_(English)/120Other_Configurations/Mapping_to_the_Display%2C_Facets%2C_and_Search_Sections_in_the_Primo_VE_Record#MARC21_and_KORMARC_Display_Section_Mapping), then you need to follow the steps below to configure the MARC field for Primo as a local field. Only 009, 09X, 490, 5XX, 69X, and 9XX fields are allowed to be added as local fields 1. Go to ***Configuration > Discovery > Display Configuration > Manage display and local fields*** 2. Choose ***+ Add Field > Add Local Field*** 3. Under ***Field to edit***, select the local field you wish to use (Alma allows an institution to configure up to 100 local fields) - To see which MARC fields are associated with which display field, please see this [Primo Knowledge Center page](https://knowledge.exlibrisgroup.com/Primo/Product_Documentation/020Primo_VE/Primo_VE_(English)/120Other_Configurations/Mapping_to_the_Display%2C_Facets%2C_and_Search_Sections_in_the_Primo_VE_Record#MARC21_and_KORMARC_Display_Section_Mapping). - If you do not see the specific field you are looking for, it could be because your IZ already has a localized display rule for this field. If that's the case, go back to the previous screen and ***Edit*** the correct display field. 4. Choose a ***Display label*** 5. Add one or more MARC fields under ***MARC21 Fields*** - *Only 009, 09X, 490, 5XX, 69X, and 9XX fields are allowed to be added as local fields* 6. Under ***MARC21 Normalization Rules***, click on the ellipsis button, then choose ***Edit***. 7. From here, make the necessary changes to the display normalization rules, then click ***Save***. - Suggested display rules for WRLC local NZ fields can be found on the following page: [https://alma.wrlc.org/books/discovery-primo-ve/page/recommended-wrlc-primo-display-norm-rules#bkmrk-local-field-rules](https://alma.wrlc.org/books/discovery-primo-ve/page/recommended-wrlc-primo-display-norm-rules#bkmrk-local-field-rules) 8. To configure this local field to appear in Primo to patrons, see the section below, [Adding a display of local field to a Primo VE View](https://alma.wrlc.org/books/discovery-primo-ve/page/how-to-hide-change-add-marc-fields-for-display-in-primo-primo-ve-display-rules-and-dei-list-of-terms-to-exclude#bkmrk-adding-a-display-or-) Suggested MARC21 Primo norm rules for WRLC local NZ fields can be found on the following page: [https://alma.wrlc.org/books/discovery-primo-ve/page/recommended-wrlc-primo-display-norm-rules#bkmrk-local-field-rules](https://alma.wrlc.org/books/discovery-primo-ve/page/recommended-wrlc-primo-display-norm-rules#bkmrk-local-field-rules) For more information on Normalization Rule Syntax, see the following Primo Knowledge Center page: [https://knowledge.exlibrisgroup.com/Primo/Product\_Documentation/020Primo\_VE/Primo\_VE\_(English)/050Display\_Configuration/Configuring\_Normalization\_Rules\_for\_Display\_and\_Local\_Fields#Normalization\_Rule\_Syntax ](https://knowledge.exlibrisgroup.com/Primo/Product_Documentation/020Primo_VE/Primo_VE_(English)/050Display_Configuration/Configuring_Normalization_Rules_for_Display_and_Local_Fields#Normalization_Rule_Syntax) #### #### Adding a display or local field to a Primo VE View Once you have configured a display or local field, you can follow this workflow to add the field to a Primo VE View, specifically under the Full Display details of a resource. 1. Go to ***Configuration > Discovery > Display Configuration > Configure Views*** 2. Find the view you would like to edit from the list. Click on the ellipsis button for that view, then choose ***Edit***. 3. Choose the ***Full Record Services*** tab 4. Click on the ellipsis button for ***Record Details***, then choose ***Configure***. 5. Here you will see a list of all display and local fields that are displayed to a patron in this Primo view; to add a new field, click ***+ Add Field*** and choose the correct one from the drop down menu. - You can change the order of the fields by using the up and down arrow buttons 6. Once you've added the field(s), the view will automatically be saved. Now the field(s) should appear to the patron in Primo VE under the Details section of the record view. #### #### DEI - List of Terms to exclude from heading 1. Go to ***Configuration > Discovery > Other > DEI - List of terms to exclude*** 2. Enter list of terms you wish to exclude in the ***Content*** box, then press ***Save***. Although much easier than editing display rules, it is not as precise simply because subjects containing only the word listed will not display, but subjects that contain the word as part of a phrase WILL continue to display. If you want to be thorough, you will have to list the problematic terms AND all possible variations and subfields.
# Recommended WRLC Primo Display Norm Rules The following are various Primo VE display normalization rules that can be used by WRLC institutions to display local WRLC Network Zone fields (for a full list, see the [Local Network Zone MARC Fields wiki page](https://alma.wrlc.org/books/resources-metadata/page/local-network-zone-marc-fields)). It is not a requirement to have these configured in a WRLC Institution Zone, but they can be helpful, depending on your institution's policies. For instructions on how to configure new display and local fields for Primo VE, see the following Wiki page: [https://alma.wrlc.org/books/discovery-primo-ve/page/how-to-hide-change-add-marc-fields-for-display-in-primo-primo-ve-display-rules-and-dei-list-of-terms-to-exclude](https://alma.wrlc.org/books/discovery-primo-ve/page/how-to-hide-change-add-marc-fields-for-display-in-primo-primo-ve-display-rules-and-dei-list-of-terms-to-exclude) ## Display Field MARC21 Norm Rules See this page on the workflow for editing Primo VE display fields : [https://alma.wrlc.org/books/discovery-primo-ve/page/how-to-hide-change-add-marc-fields-for-display-in-primo-primo-ve-display-rules-and-dei-list-of-terms-to-exclude#bkmrk-editing-primo-ve-dis](https://alma.wrlc.org/books/discovery-primo-ve/page/how-to-hide-change-add-marc-fields-for-display-in-primo-primo-ve-display-rules-and-dei-list-of-terms-to-exclude#bkmrk-editing-primo-ve-dis) ### Subjects For all of the Subjects display norm rules below, first delete the pre-existing code for the specific field (in this case, either 650 or 651) ***before the "then" portion of the code*** in the out-of-the-box Primo norm rules, then replace it with the appropriate block of code below. [](https://alma-documentation-bookstack.azurewebsites.net/uploads/images/gallery/2025-03/primo-display-field.PNG) --- #### Hide "America, Gulf of" in a 650 subfield $$z ``` rule "Primo VE Display - Subject 650 (hide 650 $$z Gulf of America LCSH heading)" when MARC."650" has any "a-u,w-z" AND NOT MARC."650"."z" match "America, Gulf of*" AND NOT MARC."650".ind"2" equals "2" ``` #### Hide "Illegal aliens" and other related LCSH in a 650 subfield $$a ``` rule "Primo VE Display - Subject 650 (hide 650 $$a Illegal aliens and related LCSH headings)" when MARC."650" has any "a-u,w-z" AND NOT MARC."650"."a" match "Illegal alien.*" AND NOT MARC."650"."a" match "Alien criminals" AND NOT MARC."650"."a" match "Alien detention centers" AND NOT MARC."650"."a" match "Alien property" AND NOT MARC."650"."a" match "Church work with aliens" AND NOT MARC."650".ind"2" equals "2" ``` #### All 650 field rules listed above combined ``` rule "Primo VE Display - Subject 650 (display 650 local supplement WRLC headings and hide 650 $$z Gulf of America, $$a Illegal aliens, and related LCSH headings)" when MARC."650" has any "a-u,w-z" AND NOT MARC."650"."z" match "America, Gulf of*" AND NOT MARC."650"."a" match "Illegal alien.*" AND NOT MARC."650"."a" match "Alien criminals" AND NOT MARC."650"."a" match "Alien detention centers" AND NOT MARC."650"."a" match "Alien property" AND NOT MARC."650"."a" match "Church work with aliens" AND NOT MARC."650".ind"2" equals "2" ``` #### Hide "Gulf of America", "America, Gulf of", and "McKinley, Mount (Alaska)"in a 651 subfield $$a ``` rule "Prima_Display - Subject 651 (hide 651 $$a Gulf of America and Mount McKinley LCSH headings)" when MARC."651" has any "a-z" AND NOT MARC."651"."a" match "America, Gulf of*" AND NOT MARC."651"."a" match "Gulf of America*" AND NOT MARC."651"."a" match "McKinley, Mount (Alaska)*" AND NOT MARC."651".ind"2" equals "2" ``` ### Local Field MARC21 Norm Rules See this page on the workflow to configuring a Primo VE local fields : https://alma.wrlc.org/books/discovery-primo-ve/page/how-to-hide-change-add-marc-fields-for-display-in-primo-primo-ve-display-rules-and-dei-list-of-terms-to-exclude#bkmrk-configuring-a-primo- #### Display local WRLC subject headings in a 690 field (these are added to CZ records) First delete the ***entire*** pre-existing code for the local field in the out-of-the-box Primo norm rules, then replace it with the block of code below. ``` rule "Primo VE - display local WRLC subject headings in CZ records, 690 field" when MARC "XXX" has any "a-z" then set TEMP"1" to MARC."XXX" subfields "a-w" delimited by " " remove substring using regex "\\.+$" set TEMP"2" to MARC."XXX" subfields "x-z" delimited by " -- " remove substring using regex "\\.+$" concatenate with delimiter (TEMP"1",TEMP"2"," -- ") create pnx."display"."subject" with TEMP"1" end ``` ### Resources For more information on Normalization Rule Syntax, see the following Primo Knowledge Center page: [https://knowledge.exlibrisgroup.com/Primo/Product\_Documentation/020Primo\_VE/Primo\_VE\_(English)/050Display\_Configuration/Configuring\_Normalization\_Rules\_for\_Display\_and\_Local\_Fields#Normalization\_Rule\_Syntax ](https://knowledge.exlibrisgroup.com/Primo/Product_Documentation/020Primo_VE/Primo_VE_(English)/050Display_Configuration/Configuring_Normalization_Rules_for_Display_and_Local_Fields#Normalization_Rule_Syntax) For instructions on how to configure new display and local fields for Primo VE, see the following Wiki page: [https://alma.wrlc.org/books/discovery-primo-ve/page/how-to-hide-change-add-marc-fields-for-display-in-primo-primo-ve-display-rules-and-dei-list-of-terms-to-exclude](https://alma.wrlc.org/books/discovery-primo-ve/page/how-to-hide-change-add-marc-fields-for-display-in-primo-primo-ve-display-rules-and-dei-list-of-terms-to-exclude) # Deduplication / FRBR Primo uses Deduplication and FRBR (Functional Requirements for Bibliographic Records) processes to combine or group redundant records in the brief search results. Dedup and FRBR settings are configured **per view** under **Alma Configuration > Discovery > Display Configuration > Configure Views > Edit the View > Brief Results tab** More information can be found in the following Primo Knowledgebase pages : - [Understanding the Dedup and FRBR Processes (Primo VE)](https://knowledge.exlibrisgroup.com/Primo/Product_Documentation/020Primo_VE/Primo_VE_(English)/090Dedup_and_FRBR_for_Primo_VE/010Understanding_the_Dedup_and_FRBR_Processes_(Primo_VE)) - [Configuring FRBR/Dedup Display Options](https://knowledge.exlibrisgroup.com/Primo/Product_Documentation/020Primo_VE/Primo_VE_(English)/050Display_Configuration/010Configuring_Discovery_Views_for_Primo_VE#Configuring_FRBR.2FDedup_Display_Options) - [Configuring the Dedup and FRBR Complete Keys in Primo VE](https://knowledge.exlibrisgroup.com/Primo/Product_Documentation/020Primo_VE/Primo_VE_(English)/090Dedup_and_FRBR_for_Primo_VE/Configuring_the_Dedup_and_FRBR_Complete_Keys_in_Primo_VE) - [Dedup and FRBR Analysis Tool for Primo VE](https://knowledge.exlibrisgroup.com/Primo/Product_Documentation/020Primo_VE/Primo_VE_(English)/090Dedup_and_FRBR_for_Primo_VE/Dedup_and_FRBR_Analysis_Tool_for_Primo_VE) --- #### Prevent FRBR and/or Dedup in Discovery Alma gives you the ability to prevent dedup/FRBR on specific records. This can be done in one of two ways : create a rule, or run a job on a set of records (the *Prevent FRBR and/or Dedup in Discovery* job). More information can be found in the following Primo Knowledgebase pages : - [Suppressing Groups of Records from Dedup/FRBR for Primo VE](https://knowledge.exlibrisgroup.com/Primo/Product_Documentation/020Primo_VE/Primo_VE_(English)/090Dedup_and_FRBR_for_Primo_VE/Suppressing_Groups_of_Records_from_Dedup%2F%2FFRBR_for_Primo_VE) - [Manual Jobs and Their Relevant Parameters ](https://knowledge.exlibrisgroup.com/Alma/Product_Documentation/010Alma_Online_Help_(English)/050Administration/070Managing_Jobs/020Manual_Jobs_on_Defined_Sets#Manual_Jobs_and_Their_Relevant_Parameters)(look for *Prevent FRBR and/or Dedup in Discovery* under the list of jobs) For both workflows, dedup/ FRBR suppression completed in the IZ are applied to local records only. If local records are linked in the NZ, they cannot be suppressed in the NZ unless you also create the same suppression rules in the NZ.If there are specific NZ records for which you need Dedup or FRBR suppressed, please send an email to servicedesk@wrlc.org
In the WRLC NZ, we have two Suppress Dedup/FRBR Rules configured for the NZ-linked records in our shared catalog: - Uniform title Bible - IF Uniform Title (field 130 in the MARC record) contains "Bible", then suppress Dedup and FRBR - Journal of applied behavior analysis - IF Title contains "Journal of applied behavior analysis", then suppress Dedup - This was configured for Salesforce case #00833444 with George Mason University # Resource Sharing Form (Delivery Fields) The Delivery Fields section of the Resource Sharing Form configuration determines which (if any) pickup locations are displayed to patrons when they request items in Primo VE. The following are the recommended configurations for WRLC institutions participating in our AFN network.Keep in mind that our [NZ Terms of Use for requesting](https://alma.wrlc.org/books/fulfillment/page/afn-network-zone-configurations#bkmrk-wrlc-fn-requesting-1) are configured to be Pick up Anywhere. This allows staff members to choose any pickup location for patrons when they request items **in Alma**. Our consortia uses the Discovery configuration below to only show IZ-only locations for patrons when they request items in **Primo**.
1\. Go to ***Configuration > Discovery > GetIt Configuration > Resource Sharing Request.*** Scroll down to the ***Delivery Fields*** section IF your institution only has only **one pickup location**, then you can configure the following: [](https://alma-documentation-bookstack.azurewebsites.net/uploads/images/gallery/2025-07/discovery-configs-1.PNG) Leave the following options **blank** (no checkmarks): - Preferred Pickup Institution (if checked, this will list all institutions in our NZ) - Preferred Pickup Location (if checked this will list all libraries in our NZ) - Preferred Local Pickup Location The Primo request form will then not display a pickup location option for patrons. [](https://alma-documentation-bookstack.azurewebsites.net/uploads/images/gallery/2025-07/discovery-configs-2.PNG) IF your institution has **multiple pickup locations** for patrons, you can configure the following: [](https://alma-documentation-bookstack.azurewebsites.net/uploads/images/gallery/2025-07/discovery-configs-3.PNG) Leave the following options **blank** (no checkmarks): - Preferred Pickup Institution (if checked, this will list all institutions in our NZ) - Preferred Pickup Location (if checked this will list all libraries in our NZ) Check **Mandatory** and **Visible** for the following option: - Preferred Local Pickup Location The Primo request form will then display a drop down menu of all pickup locations in your Institution Zone [](https://alma-documentation-bookstack.azurewebsites.net/uploads/images/gallery/2025-07/discovery-configs-4.PNG) [](https://alma-documentation-bookstack.azurewebsites.net/uploads/images/gallery/2025-07/discovery-configs-5.PNG) ### A note about Rapido Institutions For Rapido institutions, the Request TOU setting (specifically the "Pickup at Institution" value) controls the pickup options that appear in both Alma AND Primo. When you set the TOU to "Pickup at Institution" Rapido will only show the patron's own institution as a valid pickup option, and other institutions in your network won't appear on the list. For non-Rapido institutions, however, Primo does NOT use the TOU settings when displaying pickup locations in the Primo request form; it uses the Resource Sharing Form configuration (described above) instead. Unlike Rapido institutions, TOU settings for non-Rapido institutions pertains to staff-side requests in Alma, not to patron-side requests in Primo. In this case, the list of AFN partner institutions will still appear in Primo regardless of the request TOUs unless you explicitly restrict them using the Resource Sharing Request Form configuration. Please see Salesforce case #08203423 for more details. # Display Logic Rules for the AFN/CLS Request Form in Primo Information about configuring the display logic rules for the AFN/CLS Request Form displayed in Primo can be found on the [Display Logic Rules for the AFN/CLS Request Form in Primo](https://alma-documentation-bookstack.azurewebsites.net/books/fulfillment/page/display-logic-rules-for-the-afncls-request-form-in-primo) page of the WRLC Alma Wiki. These configuration settings determine when and for whom various Primo links appear for patrons, including the link to the CLS Request Form. # How To Suppress Chapter-Level Records in Primo (CDI Content) For detailed instructions on how to suppress chapter-level records in Primo VE, please see the corresponding page in the E-Resources section of the WRLC Alma Wiki. [How To Suppress Chapter-Level Records in Primo (CDI Content)](https://alma-documentation-bookstack.azurewebsites.net/books/resources-electronic/page/how-to-suppress-chapter-level-records-in-primo-cdi-content) # Managing Custom Banner Notifications in Primo VE To include an alert banner message in your institution's Primo VE discovery interface, simply fill out the information for your university in **[this spreadsheet](https://docs.google.com/spreadsheets/d/1ycVxLuY5LYwsFbGX-n_TlJPAF-wI73Lf_aJiZKzm0vI/edit#gid=0)**. Below is an example of the fields you may configure. - For "Message", type the information you wish to display in the banner message. - For "link", include a URL if applicable. You may leave this field blank. - For "expirationdate", set the end date for when you want the message to expire. - You may ignore the remaining fields as they are used by the backend to determine how and when messages are displayed.| message | link | show | expirationdate | |
| au | Links to Proquest Congressional and Supreme Court Insight databases are not working correctly. Please click here to access these resrouces from the A-Z Database list. | [https://subjectguides.library.american.edu/az.php](https://subjectguides.library.american.edu/az.php) | FALSE | 12/19/23 |