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    Voyager Universal Borrowing

    Voyager’s Universal Borrowing (UB) feature allows customers to borrow and return materials from any library in their school’s consortium or from any Voyager library with reciprocal borrowing agreements.
    To configure Voyager UB in Primo:
    1. Use the Institution Wizard (Primo Home > Ongoing Configuration Wizards > Institution Wizard) to create an institution for each Voyager database in the consortium.
      InstitutionsList2.gif
      Institutions List Page
    2. Click Edit next to each institution to display the Edit Institution page.
      EditInstitutionsList1_3.gif
      Edit Institution Page (Part 1 of 3)
      EditInstitutionsList2_3.gif
      Edit Institution Page (Part 2 of 3)
      EditInstitutionsList3_3.gif
      Edit Institution Page (Part 3 of 3)
    3. Include the following fields for each institution:
      Institution Attribute Details
      Field Name Description
      Institution Code
      Enter the Primo institution ID code.
      Primo Institution Name
      Enter the name of the institution.
      Source ILS Institution Codes
      Enter the ILS data source codes that are mapped to the Primo institution code.
      RTA URL
      If you are using real-time availability, enter the base URL for accessing the institution’s delivery system.
      ILS
      Enter the base URL for accessing the institution’s delivery system.
    4. On the same page, use the following fields to create a library for each Voyager owning library or for each Voyager location code:
      Add Library Details
      Field Name Description
      Primo Library Code
      Enter the Primo library code.
      Source ILS Library codes
      Enter the ILS data source codes that are mapped to the library code. This mapping is used by the normalization rules. If there are several codes that need to be mapped to the same library, separate the codes with commas.
      Primo Library Name
      Enter the name of the library.
      Language
      By default, the Libraries section of this page displays only the en_US language translations for each library. To view translations for another language, select a language from the Language drop-down list at the top of the column.
    5. Click Save & Continue to save your changes to the institution.
    6. Use the Data Sources page (Primo Home > Ongoing Configuration Wizards > Pipe Configuration Wizard > Data Sources Configuration) to add a data source for each Voyager institution.
      DataSourcesList.gif
      Data Sources Page
    7. Click Edit next to each data source to display the Edit Data Sources page.
      EditDataSources.gif
      Edit Data Sources Page
    8. Make sure the following fields are included for each data source:
      Data Source Fields
      Field Name Description
      Source name
      Enter the name of the data source.
      Source code
      Enter the data source code, which is used as a prefix in the Primo record ID.
      Source format
      Enter the format of the source data (MARC21).
      Source system
      Enter the source’s data system (Voyager).
      Institution
      Enter the institution to which the data source belongs.
      Original Source Code
      Enter the Institution ID that is defined in the PrimoExp*.ini files on the Voyager server.
      This field is required only if you decide to use option A to modify the normalization rules (see the following step).
    9. From the Normalization Rules Editor (Primo Home > Ongoing Configuration Wizards > Pipe Configuration Wizard > Normalization Rules Configuration > Manage Normalization Rules), use one of the following options to update the normalization rules for Voyager:
      Voyager Normalization Rule Changes - Option B
      PNX Field Create Rules
      control:
      sourcedbandrecordid
      1) Source: MARC 949 Include a
      Transformations: Copy As Is
      Action: OR
      2) Source: PNX control/sourcerecordid
      Transformation: Copy As Is
      Transformation: Add to end of string |
      Action: Merge None None
      links:linktorequest
      Add the following rule, but do not enable it if you are using real-time availability:
      1 Source: Constant $$Tvoyager_ub$$DRequest this item in UB
      Transformation: Copy As Is
      If you enable this rule, make sure that you enable the voyager_ub mapping row in the Templates mapping table (Primo Home > Advanced Configuration > All Mapping Tables > Delivery).
      Add the following rule, but enable it only if you are using real-time availability:
      2 Source: Constant $$Tvoyager_ub_rta$$DRequest this item in UB
      Transformation: Copy As Is
      If you enable this rule, make sure that you enable the voyager_ub_rta mapping row in the Templates mapping table (Primo Home > Advanced Configuration > All Mapping Tables > Delivery).
      • Option A – Uses the value specified in the Original Source Code field of the Data Source. Add the rules specified in the following table:
        Voyager Normalization Rule Changes - Option A
        PNX Field Create Rules
        control:
        sourcedbandrecordid
        1 Source: PNX control/originalsourceid
        Transformations: Copy As Is
        Action: ADD
        2 Source: PNX control/sourcerecordid
        Transformation: Copy As Is
        Action: Merge | None None
        links:linktorequest
        1 Source: Constant $$Tvoyager_ub$$DRequest this item in UB
        Transformation: Copy As Is
        Disable
        2 Source: Constant $$Tvoyager_ub_rta$$DRequest this item in UB
        Transformation: Copy As Is
        Enable
      • Option B – Uses the 949 subfield a field from the source record. Add the rules specified in the following table:
    10. Use the Define Pipe page (Primo Home > Monitor Primo Status > Pipe Monitoring > Define Pipe) page to define pipes for each Voyager institution.
    11. In the GetIT! Link 1 Configuration mapping table (Primo Home > Advanced Configuration > All Mapping Tables > Delivery), change the Link Field in PNX field to linktorequest for all rows that have the Delivery Category Code field set to Physical Item or Microform.
    12. In the Templates mapping table (Primo Home > Advanced Configuration > All Mapping Tables > Delivery), specify the IP address and port of the PUC database in the following codes:
      • my_library_card_voyager:http://<puc_ip>:<port>vprimo/getMyAccount?pds_handle={{pds_handle}}
      • voyager_backlink:http://<puc_ip>:<port>vprimo/getHoldings?bibId={{control/sourcerecordid}}&pds_handle={{pds_handle}}
      If you are using real-time availability, enable the following mapping row:
      voyager_ub_rta:http://<puc_ip>:<port>vprimo/getHoldings?bibId={{[control/sourcedbandrecordid:avail]}}&unavailablebibID={{[control/sourcedbandrecordid:unavail]}}&pds_handle={{pds_handle}}
      If you are not using real-time availability, enable the following mapping row:
      voyager_ub:http://<puc_ip>:<port>vprimo/getHoldings?bibId={{[control/sourcedbandrecordid]}}&pds_handle={{pds_handle}}
    13. Use the PDS Configuration Wizard (Primo Home > Ongoing Configuration Wizards > PDS Configuration Wizard) to configure PDS for each Voyager institution.
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