Editing Mapping Tables

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Primo maintains an out-of-the-box version of most mapping tables, which cannot be edited by customers. If needed, you can customize a version of them for your institution. Primo will use the lowest configured mapping tables that are available to an institution.

For on-premises installations, a copy of the tables can be customized at the installation level, and many of those tables can also be customized at the institution level. Although, if they are customized at the institution level, they cannot be shared with other institutions in your installation. For more information, see Mapping Table Configuration Restrictions.

If you attempt to edit a table that has not been configured at the institution level or a specified higher level, the system will display the mapping rows inherited from the next higher configuration level. In order to edit a table at a lower configuration level, you will need to click the Customize button that displays next to the Owner field. After clicking the button, the system will replace it with following buttons:

Reset – Resets all mapping rows to the values provided in the next higher version of the table.
Delete – Resets all mapping rows to the values provided in the next higher version of the table and removes the version of the table at the current configuration level. Note that the Customize button will return.

If a table cannot be edited at a configuration level, all of the mapping rows will be disabled and none of the above buttons will display on the page. In addition, the system will display the View button instead of the Edit button next to the mapping table in the list on the All Mapping Tables page.

To edit a mapping table:

On the All Mapping Tables page, click Edit next to the mapping table that you want to update.

The requested mapping table opens.
For installation-level staff users, select the installation name or a specific institution from the Update for Owner drop-down list. The valid values are Installation (if using the default name) or a specific institution.

For institution-level staff users, this field is set to your institution.
If the table has not been customized previously, click Customize to allow the table to be modified.
In the Mapping Table Rows section, update the values in each row as needed.

You can also perform any of the following actions on the mapping table:
- Adding Mapping Table Rows
- Deleting Mapping Table Rows
Click Save to return to the list of mapping tables on the All Mapping Tables page.

Adding Mapping Table Rows

If you have already customized a mapping table for your institution, mapping rows that are added to the installation copy are not automatically applied to the institution copy.

To add mapping rows:

If the table has not been customized previously, click Customize to allow the table to be modified.
In the Create a New Mapping Row section, enter the required fields and any optional fields that you need.

Make sure that you have selected the correct configuration level in the Update for Owner drop-down list.
Click Create.

The new mapping row is added to the list of mapping rows in Mapping Table Rows section.
Repeat steps 1 and 2 for each additional row.
Click Save to return to the list of mapping tables on the All Mapping Tables page.

Deleting Mapping Table Rows

To delete a row:

If the table has not been customized previously, click Customize to allow the table to be modified.
In the Mapping Table Rows section, click Delete next to the mapping row that you no longer need at this configuration level.

Make sure that you have selected the correct configuration level in the Update for Owner drop-down list.

The mapping row is removed from the list of mapping rows in Mapping Table Rows section.
Repeat step 1 for each additional row.
Click Save to return to the list of mapping tables on the All Mapping Tables page.