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    Configuring Holdings Display Fields for Primo VE

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    Introduction

    Out of the box, Primo VE displays the following holdings fields in the Get It service of a record's full display:

    • Summary holdings (866 a,z)

    • Supplements (867 a,z)

    • Notes (852 z)

    PVE_DefaultHoldingsDisplayFields.png

    Default Holdings Display Fields

    If you want to include additional holdings fields or customize the mapping and display of the default holdings fields, you must set the uresolver_enable_getit_holding_configuration customer parameter to true (Configuration Menu > Fulfillment > General > Other Settings) and configure the following tables:

    Configuring the Display Holdings Fields

    The Holdings Display Labels and Order code table allows you to configure the display fields associated with holdings information. This table allows you to perform the following actions:

    • Enable/disable the display of holdings fields.

    • Specify the order in which holdings fields appear in Get It.

    • Customize and translate the display labels for each of the holdings fields.

    • Add a new display field.

    • You will need to configure the Primo Customized Holding mapping table to map the necessary source fields to the display fields configured in this code table.

    • To prevent a display field from appearing in the Get It service, you can either disable or remove a code table row.

    • If you want to translate other languages or customize a label, select the language from the Filter drop-down list and modify the Description fields. You must select Save to save any modifications to the table.

    PVE_HoldingsDisplayLabelsAndOrderCT.png

    Holdings Display Labels and Order Code Table
    To add a new display holdings field:
    1. Edit the Holdings Display Labels and Order code table (Configuration Menu > Discovery > GetIt Configuration > Holdings Display Labels).

      To enable access to this table, you must first set the uresolver_enable_getit_holding_configuration customer parameter to true (Configuration Menu > Fulfillment > General > Other Settings).

    2. From the Filter drop-down list, select the language for which you want to create a label.

    3. Select Add Row.

    4. Specify the following fields in the Add Row dialog box:

      • Code – Specify the name of the code for this label.

      • Description – Specify the display label that will appear in the Get It service.

      • Default Value – Indicate whether this will be the default value (Yes or No).

    5. Select Add Row to save the row and to return to the code table.

    6. Make sure that the new row is enabled.

    7. Use the arrows in the Move Up and Move Down columns to change the order in which the holdings fields appear in the Get It service.

    8. Select Save.

    9. For the new holdings display field, create and enable a mapping row in the Primo Customized Holding mapping table. For more information, see Configuring the Mapping of the Holdings Fields.

    Configuring the Mapping for Display Holdings Fields

    The Primo Customized Holding mapping table allows you to map information from the source's holdings record to Primo VE for display in the following fields in the Get It section of the record's full details: Holdings, Supplementary Material, Note, Binding, Source of Acquisition, Ownership of Custodial History, and Indexes. For example, you can map MARC 866 a,z to the Holdings display field.

    PVE_PrimoCustomizedHoldingMT.png

    Primo Customized Holding Mapping Table

    From this page, you can enable/disable a label, edit a label's fields, remove a label, and create a new label (as shown below).

    To add mapping for a new display field:
    1. Edit the Primo Customized Holding mapping table (Configuration Menu > Discovery > GetIt Configuration > Holdings Display Customization).

      To enable access to this table, you must first set the uresolver_enable_getit_holding_configuration customer parameter to true (Configuration Menu > Fulfillment > General > Other Settings).

    2. Select Add Row.

    3. Specify the following fields in the Add Row dialog box:

      • Holding Field – The MARC holdings field that you want to map to Primo VE.

      • Holding Subfield – The specific subfields of the holdings field that you want to map. If you want to specify more than one subfield, separate them with a comma.

      • Label – Select the display field to which you want to map the holdings field/subfield. The following display fields are supported in Primo VE: Holdings, Supplementary Material, Note, Indexes, Source of Acquisition, Ownership of Custodial History, and Binding.

    4. Select Add Row to save the row and to return to the mapping table.

    5. Make sure that the new row is enabled.

    6. If this is the first customization of this table, select Customize. Otherwise, select Save.

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