Quick How-To edit Display Fields

Note: Ex Libris documentation is found here.

Discovery → Display Configuration → Manage display and local fields
1. If field to edit exists in list, click on 3-dot button, select Edit
  1. Copy and paste the replace existing rule, or edit as appropriate.
  2. Click Save button when finished
2. If field does not exist in list, click on Add Field. Select “Add Display Field” if editing out-of-box rule, or “Add local field” if brand new field.
  1. Add Display Rule
    1. Select Field to Edit from list. If what you want doesn’t appear, it is not an out-of-box rule.
    2. Click 3-dot button by “MARC21 normalization rule for display”, select Edit
    3. Make edits to existing rule, or copy-and-paste rule to replace default. You can click “Restore Default” to revert to original rule if needed.
    4. Save when finished
    5. Click Back button to return to field list
  2. Add local field
    1. Fill out Display Label to name field
    2. Click on “Enable search/facet” checkboxes if you’d like this field to be available for search or facets.
    3. Click 3-dot button by “MARC21 normalization rule for display”, select Edit
    4. Make edits to existing rule, or copy-and-paste rule to replace default. You can click “Restore Default” to revert to original rule if needed.
    5. Save when finished
    6. Click Back button to return to field list
Remember to click “Apply Rules” when work is complete.

Norm Rule Task Force Managed Norm Rules

Replacement Rules for IZ Local Display Fields

You can copy and paste the following customized VE norm rules for OOTB display fields. After replacing the OOTB norm rule with the customized rules below, click Apply rules. No further configuration required, assuming the OOTB display field is already included in your view.

Display field	Description	Date Implemented
Title	Takes title from MARC 130, if it exists. If MARC 130 does not exist, takes title from MARC 245 $a, $b, and $c Example: has a 130 field, which is more helpful than the 245 in specifying the particular film adaptation. Updated: 11/10/21. Added subfields, including number and part to the 130 and 245 rules. Removed (Online) from 130.	11/10/21
Creator (Author)	Takes author from MARC 100, 700 (if $e author exists), 110, 111. Removes ending period. Example: has two authors-- one in a 100 and the other in the 700. Both appear in the Author display field. Updated: 02/04/22. Adds 1XX subfields to make Creator lateral links more accurate.	02/04/22
Contributor	Takes contributor from MARC 700 (if $e author does not exist), 710, 711. Removes ending period. Updated: 11/16/21. Prevents repeating author’s name in this field if there is a 700 $i Translation of work: field in the record. Updated: 02/04/22. Adds 7XX subfields to make Contributor lateral links more accurate. Updated: 05/04/22. Adds condition to suppress any 7XX fields with $5.	02/04/22
Genre	Takes genre from MARC 655 if second indicator is 7, and the value in $2 is any of the following: lcgft, gsafd, gmgpc, rbbin, rbgenr, rbmscv, rbpap, rbpri, rbprov, rbpub, rbtyp. Also takes genre from 694 $a. Removes ending periods. Differs from the OOTB rule in that it does not include the 6XX$v.	07/10/21
Description (Summary label)	Takes only the first occurrence of the 520 field. Occasionally, a MARC record may have multiple summary fields, which is arguably unnecessary. Example: has two 520 fields, but is only displaying the first.	07/14/21
Subject	Displays only LCSH (6XX fields second indicator 0). Includes transformations for LCSH Illegal aliens and related subject headings. Adds $v (form subdivision) to the display, as the OOTB lacks it. Updated to include new subject heading transformations and additional subject vocabularies	11/29/21 updated 05/26/23
Format	Formats the display of the 300 field to meet ISBD punctuation recommendations Note: You may need the 351 stanza, which is used to describe the organizational structure of archival collections, if using DACS rules.	02/27/23

NZ-Managed Norm Rules

These rules (numbered LDS 51-LDS 99) are managed in the NZ by the Norm Rules Task Force. New and modified rules are distributed to the IZs from the NZ using the Distribute function described here. Campuses will need to modify their views to include these fields in order to use them locally. NOTE: Any local modifications made to these rules will not be overwritten by subsequent modifications made to the NZ rule.

Display label	Field	Description	Norm rule (Before/After as appropriate)	Date Implemented
OCLC Number	local_field_51	search: removes OCoLC/ocm/ocn/on prefix from OCLC numbers if present search/facet: as above, makes field searchable/creates facet if desired		display: 03/19/21 facet/search: 11/01/21
NZ MMSID	local_field_52	creates field from 001 field and populates with NZ MMSID		03/23/21
Local Notes	local_field_53	creates field from 59X fields if present, includes $d from 590/591 fields if present		07/26/21
Former Frequency	local_field_54	creates and populates field from 321 if present		03/23/21
Collection Name	local_field_55	creates and populates field from 973 if present		03/25/21
Other Title	local_field_56	creates and populates field from 246/247/955/960 and 880-246/880-247 if present. Includes following subfields: 955/960: $a others: $i,a,b,f,g,k,n,p		03/23/21
Digital Bookplates	local_field_57	creates and populates field from 975 if present		05/20/21
Genre NZ	local_field_58	creates and populates field from 694 or 655 if following is present: 694: $a 655: $a and $2 matches lcgft/gsafd/gmgpc/rbbin/rbgenr/rbmscv/rbpap/rbpri/rbprov/rbpub/rbtyp/homoit/gssr		06/29/21 modified 03/10/2023
Binding Note	local_field_59	creates and populates field from 563 if present		03/25/21
Scale Note	local_field_60	creates and populates field from 255 $a-g if present		03/26/21
Series	local_field_61	creates and populates field from following if 490 exists but 800/830/810/811 does not 961 exists 800/810/811/830 has $t 840 exists 880-490/880-800/880-810/880-811/880-830/880-840 pairs exist as defined 880 $6 matches the paired field		04/09/21
No dedupe	local_field_62	No norm rule - exists to create the 988 field in the NZ.	n/a
Notes	local_field_63	creates and populates field from following 500 if “title from”, “description based on”, “last issue consulted” strings are not present 504/507/508/511/513/518/521/522/545/546/547/550/555/556/580/586 exist 526/533 $a-d if $5 doesn’t exist 541 $a,c,d,e,f if $5 doesn’t exist 534 if $a,p,c exist 536 if $a-b exist		08/18/21
Non-Serial Date	local_field_64	creates and populates field with human-readable date depending on following LDR pos. 7-8 does not contain “s” and 008 exists LDR pos. 7-8 does not contain 's” and 260 $c exists and 260 indicator 1 is “3” LDR pos. 7-8 does not contain “s” and 264 $c exists and 264 indicator 1 is “3” and indicator 2 is “1” LDR pos. 7-8 does not contain “s” and 260 $c or 264 $c exists		9/28/21

ULMS Discovery : VE Norm Rule collection

Quick How-To edit Display Fields

Norm Rule Task Force Managed Norm Rules

Replacement Rules for IZ Local Display Fields

NZ-Managed Norm Rules

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