Configuring Course Reserves in Primo

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.

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.

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.

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.

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	Retrieve data from MARC CNO field subfield j Transformation: Copy as is Retrieve data from MARC CNO field subfield j Transformations: Delete spaces + Remove Punctuation + Copy as is Retrieve data from MARC CNO field subfield k Transformation: Copy as is Retrieve data from MARC CNO field subfield k Transformations: Delete spaces + Remove Punctuation + Copy as is Retrieve data from MARC CNO field subfield k Transformations: Delete spaces 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	Retrieve data from MARC CNO field subfield k Transformation: Copy as is Retrieve data from MARC CNO field subfield k Transformation: Delete spaces Retrieve data from MARC CNO field subfield k Transformation: Remove punctuation 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.