Editing Code Tables

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Ex Libris maintains an out-of-the-box version of most code tables, which cannot be edited by customers. Depending on the code table, you can customize it at either the table or row level for your institution. Primo will use the lowest configured codes that are available to an institution. For more information, see Code Table Inheritance Levels.

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.

If you attempt to edit a table or row that has not been configured at the institution level or a specified higher level, the system will display the code table rows 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 either above the code table rows (table inheritance) or in the code table row (row inheritance). After clicking the button, the system will replace it with following buttons:

Reset –
- For code tables that use table inheritance, this button resets all code table rows to the values provided in the next higher version of the table.
- For code tables that use row inheritance, this button resets the code table row to the value provided in the next higher version of the row.
Delete –
- For code tables that use table inheritance, this button resets all code table 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.
- For code tables that use row inheritance, this button resets the code table row to the value provided in the next higher version of the row and then removes the version of the row at the current configuration level.
- For both inheritance levels, the Customize button will return.

If a table cannot be edited at a configuration level, all of the code table 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 code table in the list on the All Code Tables page.

To edit a code table:

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

The requested code 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.
For code tables that use table inheritance, you will need to click Customize, to allow the table to be modified.

In the Code Table Rows section, you can edit each of the code table rows according to the following table:

Edit Code Table Row Details
Field name	Description
Code	The code being translated.
Description	The translation of the code.
Language	The interface language for the code table row.
Display Order	The order in which the value (Description) displays in Back Office drop-down lists. If rows are assigned the same value, the items will appear as they are listed in the table.
Default Value	Whether this is the default value among the code table rows.

For tables that use row inheritance, you will need to click Customize to allow the row to be modified.

In addition, you can also perform any of the following actions on code table rows:

Adding Code Table Rows
Duplicating Code Table Rows
Deleting Code Table Rows

Click Save & Continue to return to the list of code tables on the All Code Tables page.

Adding Code Table Rows

To create a new Code table row:

In the Create a New Code Table Row section, enter the fields that are described in Edit Code Table Row Details as needed.

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

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

Duplicating Code Table Rows

For code tables that provide row inheritance, you can quickly copy existing rows in your code table.

To duplicate a code table row:

In the Code Table Rows section, click Duplicate next to the row that you want to copy.

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

The information for this row opens in the Create a New Code Table Row section.
In the Create a New Code Table Row section, enter the fields that are described in Edit Code Table Row Details as needed.
Click Create to add the new row.
Repeat steps 1 through 3 for each duplicated row.
Click Save & Continue to return to the list of code tables on the All Code Tables page.

Deleting Code Table Rows

To delete a row:

In the Code Table Rows section, click Delete next to the code table 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.

For table inheritance, the code table row is removed from the list of code table rows in Code Table Rows section. For row inheritance, the system will use the code table row configured at the next higher configuration level.
Repeat step 1 for each additional row.
Click Save & Continue to return to the list of code tables on the All Code Tables page.