Configuring Additional Holdings Fields for Display in Primo VE

Introduction

The first two lines of a location in the Get It section include the following information from the MARC 852 field If it is populated in the holdings record:

Subfield	Description
Line 1:
b	Sublocation or collection (R)
Line 2:
c	Shelving location (R)
h	Classification part (NR)
i	Item part (R)
j	Shelving control number (NR)
k	Call number prefix (R)
l	Shelving form of title (NR)
m	Call number suffix (R)

R - repeatable, NR - non-repeatable

The following example shows that the subfields b, c, h, and, i are populated in the holdings record:

First Two Lines of Location

The remaining sections discuss the configuration of additional holdings information that can be displayed for a location in the Get It section.

Displaying the Default Additional Holdings Fields

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

Holding Field	Subfield	Label (Defined in the Locations Tab Labels code table)
852	z	Notes: code = loc.notes
852	t	Copy: code = loc.addnote1
866 (serials)	a, z	Summary Holdings: code = loc.summary
867	a, z	Supplements: code = loc.summary_sup

For example, if the holdings record is configured as follows:

The holdings information appears as follows:

Default Holdings Display Fields

Displaying Additional Holdings Fields

If you also want to display the following holdings fields, set the display_additional_holding_fields_in_getit customer parameter to true (Configuration Menu > General > General Configuration > Other Settings):

Holding Field	Subfield	Label (defined in the Locations Tab Labels code table)
868	a, z	Indexes: code = loc.summary_index
541	a, b, c, d	Acquisition status: code = loc.acq.status
561	a, 3, u	Ownership: code = loc.addnote2
563	a, 3, u	Binding: code = loc.binding

For example, if the holdings record is configured as follows:

The holdings information appears as follows:

Display Additional Holdings Fields

Customizing the Additional Holdings Fields

If you want to customize the mapping and display of the default and additional holdings fields, set the uresolver_enable_getit_holding_configuration customer parameter to true (Configuration Menu > Fulfillment > General > Other Settings) and then configure the following tables, which become accessible in the Discovery configuration menu after setting this parameter:

Primo Customized Holding mapping table – For more information, see Configuring the Mapping for Display Holdings Fields
Holdings Display Labels and Order code table – For more information, see Configuring the Display Holdings Fields

When this option is enabled, it overrides the out-of-the-box settings for the default and additional holdings fields and supports the following holdings fields:

Holding Field	Subfield	Label (defined in the Holdings Display Labels and Order code table)	Enabled by Default
866	a, z	Holdings:	Yes
867	a, z	Supplementary Material	Yes
852	z	Note:	Yes
868	a, z	Indexes:	No
541	a, b, c, d	Source of Acquisition:	No
561	a, 3, u	Ownership and Custodial History:	No
563	a, 3, u	Binding:	No

For example, if the holdings record is configured as follows:

The holdings information appears as follows:

Displaying Enabled and Customized Holdings Fields

The subfields are listed on separate lines per holdings field when using the customized mapping option.

Configuring the Mapping for Display Holdings Fields

The Primo Customized Holding mapping table enables 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.

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:

Edit the Primo Customized Holding mapping table (Configuration Menu > Discovery > GetIt Configuration > Holdings Display Configuration).

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).
Select Add Row.
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.
Select Add Row to save the row and to return to the mapping table.
Make sure that the new row is enabled.
If this is the first customization of this table, select Customize. Otherwise, select Save.

Configuring the Display of the Holdings Fields

The Holdings Display Labels and Order code table enables you to configure the display fields associated with holdings information. This table enables 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 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.

Holdings Display Labels and Order Code Table

To add a new display holdings field:

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).
From the Filter drop-down list, select the language for which you want to create a label.
Select Add Row.
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 to display in the Get It service.
- Default Value – Indicate whether this will be the default value (Yes or No).
Select Add Row to save the row and return to the code table.
Make sure that the new row is enabled.
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.
Select Save.
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.

Displaying the Complete Holdings Summary on the Locations Page

By default, the Locations page displays partial holdings summary for a location, but you can configure the page to include a View more link, which enables users to view the complete holdings summary without having to open the location's details.

Locations Page - Partial Holdings Information Shown

If a title is held at more than 10 locations, its holdings summary will not appear on the Locations page, but it will appear on the Location Items page. For information on how to increase the maximum number of locations, see the max_holding_per_record parameter in the Discovery Customer Settings mapping table (Configuration Menu > Discovery > Other > Customer Settings)

To enable this functionality, set the holdings_fields_display_in_locations_list_view parameter to true in the Discovery Customer Settings mapping table (Configuration Menu > Discovery > Other > Customer Settings).