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    Configuring Course Reserves in Primo

    Translatable

    If you are working with Primo VE, see Configuring Course Reserves for Primo VE for more details.

    Introduction

    Course reserve information is not published to Primo unless Alma is configured to publish course enrichment information (see the Course information enrichment parameter in Exporting Alma Records to Primo), which is stored in the MARC CNO field. (see Publishing to Primo).
    Primo's normalization rules map the course information from Alma to provide the following functionality in the Primo Front End:
    • Display course information in the brief and full display of an item
    • Create a search scope for course reserves
    • Create search indexes for course reserves
    • Create facets for course reserves
    Once configured, users can use course information to search for records that are part of a course's reading list.
    NewUI_CourseReservesExample.png
    Course Reserves Enabled in the Front End
    The remaining sections describe related functionality and configuration.

    More from the Same Course

    The More from the same Course section on the Full Display page allows users to expand the search of the current title to other items in the course and in additional courses that also contain the current title.

    Primo_MoreFromCourse.png

    More from the Same Course Section

    The top half of this section lists all courses to which this titles belongs. A maximum of six courses display initially. Users can select the View all courses icon to view the remaining courses. If the course is associated with Leganto, users can select the course to view its reading list in Leganto.

    The bottom half of this section allows users to browse items that belong to the item's related courses. Users can select any of the following:

    • the Previous/Next arrows to scroll through the list of items

    • an item in the list to open its Full Display.

    Configuration Options

    The following table lists the settings used to configure this functionality.

    Element Description

    Views Wizard

    To enable this functionality in the new Primo UI, select the following field in the General section of the Views Wizard: More from the same Course.

    Aria Labels

    The following code was added to support accessibility for this functionality:

    • default.nui.aria.moreFromTheSame.collection.tab: Navigate to More From The Same Collection

    GetIT! Tab1 code table

    The following codes were added to support this functionality:

    • default.nui.brief.results.tabs.moreCourse: More from the same Course

    • default.nui.brief.results.tabs.courseTab: Course

    • default.nui.brief.results.tabs.expandCourses: View all courses

    Normalization Rules

    In the Alma MARC Template and Alma UNIMARC Template normalization rule templates, the course information is now mapped to following subfields in the display/crsinfo field, but it will not display in the Primo UI:

    • $$R – The course code and section are mapped from CNO $$k.

    • $$N – The course section ID is mapped from CNO $$l.

    • $$M – The course name is mapped from CNO $$j.

    To include the correct linking information on the Full Display page, make sure that you map the following search fields instead of using local search fields for course information: crsinfo, crsname, crsinstrc, crsid and crsdept.

    Linking to Leganto

    When enabled this functionality improves the integration between Primo and Leganto by allowing users to select a course link from a record's full display and view the relevant reading list in Leganto.

    Primo_LinkToLegantoExample.png

    Course Links in Full Display

    Configuration Options

    This feature is disabled by default. The following table lists the configuration options associated with this functionality.

    Element Description

    Views Wizard

    The following field on the Edit Full Details Attributes page in the Views Wizard enables the linking from the Course Information field in the record's full details: Enable Linking the Course Information to Leganto.

    Templates mapping table

    The following code creates the links to Leganto for Alma customers:

    • leganto_url – {{alma_base}}/leganto/public/{{alma_institution}}/lists?courseCode={{course_code}}&primo=true

    Normalization Rules

    In the Alma MARC Template and Alma UNIMARC Template normalization rule templates, the course information is now mapped to following subfields in the display/crsinfo field, but it will not display in the Primo UI:

    • $$R – The course code and section are mapped from CNO $$k.

    • $$N – The course section ID is mapped from CNO $$l.

    • $$M – The course name is mapped from CNO $$j.

    Primo Back Office Configuration

    The PNX and normalization rules are available out of the box with Primo, but you will need to make sure that you have included the course reserve rules to your local normalization rules.

    PNX Configuration

    The following table lists the fields that are used to map course reserve data from Alma. For details on how this information is mapped from Alma to the CNO field, see Publishing to Primo.
    New PNX Fields for Course Reserves
    Section Field Code
    Display Course info – The crsinfo field is created by merging the following Alma CNO subfields into a single line:
    • k – Course code

    • j – Course name

    • l – Course section

    • g – Course instructor

    crsinfo
    Facets Course name

    Course instructor

    Course ID (contains the course code from Alma)

    Course department (contains the course section from Alma) 
    crsname

    crsinstrc

    crsid

    crsdept
    Search Course name (contains the course name and course code from Alma)

    Course instructor

    Course ID (contains the course code from Alma)

    Course department (contains the course section from Alma)
    crsname

    crsinstrc

    crsid

    crsdept
     If you want the display fields to appear in your search results, you must modify your view in the Views Wizard.

    Code Table Configuration

    The following table lists the codes that are defined in the code tables under the Front End subsystem to support course reserve information:
    New Codes in Facet Labels Code Table
    Code Table Code Description
    Facet Labels
    facets.facet.facet_crsname
    facets.search-box.facet_crsname
    Course name
    facets.facet.facet_crsinstrc
    facets.search-box.facet_crsinstrc
    Course instructor
    facets.facet.facet_crsid
    facets.search-box.facet_crsid
    Course ID
    facets.facet.facet_crsdept
    facets.search-box.facet_crsdept
    Course department
    Facets Code Fields facet_crsname Course name
    facet_crsinstrc Course instructor
    facet_crsid Course ID
    facet_crsdept Course department
    Advanced Index Fields and
    Basic Index Fields 
    crsname
    Course name
    crsinstrc Course instructor
    crsid Course ID
    crsdept Course department
    FrontEnd Display Fields crsinfo Course Information
    Full Display Labels fulldisplay.crsinfo Course Information

    Normalization Rules

    The following rules are included in the Alma MARC normalization rules template to allow the mapping of course reserve information. For additional normalization rules, see Alma MARC 21 Template.
    • Display Section:
      A rule concatenates the crsid, crsname, crsdept, and crsinstrc fields into the crsinfo field using the following format:
      <course ID> : <course name> ; <course department> ; <course instructors>
      For example:
      PSYCH 101 : Introduction to Psychology ; 01 ; Bube, Kenneth P.
    • Facets Section:
      The following tables lists the rules that map course reserve information to the Facets section of the PNX:
      New Facet Normalization Rules
      Field Rule

      facet/Course name

      Retrieve data from MARC CNO field subfield j

      Transformation: Copy as is

      facet/Course instructor

      Retrieve data from MARC CNO field subfield g

      Transformation: Copy as is

      facet/Course ID

      Retrieve data from MARC CNO field subfield k

      Transformation: Copy as is

      facet/Course department

      Retrieve data from MARC CNO field subfield l

      Transformation: Copy as is

    • Search Section:
      The following tables lists the rules that map course reserve information to the Search section of the PNX:
      New Search Normalization Rules
      Field Rule

      search/Course name

      1. Retrieve data from MARC CNO field subfield j

        Transformation: Copy as is

      2. Retrieve data from MARC CNO field subfield j

        Transformations: Delete spaces + Remove Punctuation + Copy as is

      3. Retrieve data from MARC CNO field subfield k

        Transformation: Copy as is

      4. Retrieve data from MARC CNO field subfield k

        Transformations: Delete spaces + Remove Punctuation + Copy as is

      5. Retrieve data from MARC CNO field subfield k

        Transformations: Delete spaces

      6. Retrieve data from MARC CNO field subfield k

        Transformations: Remove Punctuation

      search/Course instructor

      Retrieve data from MARC CNO field subfield g

      Transformation: Copy as is

      search/Course ID

      1. Retrieve data from MARC CNO field subfield k
        Transformation: Copy as is

      2. Retrieve data from MARC CNO field subfield k
        Transformation: Delete spaces

      3. Retrieve data from MARC CNO field subfield k
        Transformation: Remove punctuation

      4. Retrieve data from MARC CNO field subfield k
        Transformations: Delete spaces + Remove Punctuation

      search/Course department

      Retrieve data from MARC CNO field subfield l

      Transformation: Copy as is

      search/searchscope

      Retrieve data from MARC CNO field subfield a

      Transformations:

      Use Mapping table: Alma Institution Codes

      Add to end of string: _CR

      • The new search scope will be <institution>_CR.

      • Records will be added to search scope when MARC CNO field data exists.