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Configuring for “course restricted”:
If You have to set up the configuration to make the "course restricted" box appear when you do the "create item" option in a reading list. The course restricted feature is used when you want to create your personal instructor copies so they are only searchable/viewable in Primo when the course is active.
- Go to Resource Management Configuration à Other → Other Settings
- Click “customize” for the course_restricted_field. And enter 999$$a in the parameter value field. SAVE.
- This will make the “course restricted” option show up when you Add Brief record in a reading list.
IMPORTANT: At the end of the course, the item will either be suppressed or deleted according to the course_restricted_bib_data_will_be_deleted field in the same area of configuration. When set to “true,” the records will be DELETED. When set to “false,” they will only be suppressed.
Note: Because we are a consortium, we also need to add a $9LOCAL to that 999 record. There is no way to do this through configuration. We are looking into the possibility of creating a job to run daily and update all the CR_RESTRICTED records.As long as you create the brief items in the Institution Zone, this will work fine but since the default when creating an item is NZ, it'll be easy to forget to change that. If you create a brief record in the NZ, you will need to edit the marc record and add a $$9LOCAL to that 999 record as follows:
After creating the record, click on the title to bring up the marc record.
Click on Edit which opens the MD editor.
Put cursor on 999 line and type in $$9LOCAL. Hit the little save icon. Click on Back. You should see a little institution icon next to the 999 line.
Creating a Location for Inactive Personal Copies
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Note: You’ll probably want to periodically purge ones that haven’t been checked out in a long time.
Course Reserves à --> Reading Lists
- Click on Actions button next to the reading list you want to add items to and click “work on.”
- Click on Add Brief.
- Default is Physical Book – you can leave that alone and click “Choose”
- !!!Placement of new record: check INSTITUTION -- NEVER select Network!!!!!
Resource Information:
- Title: book title
- Author: book author
- Edition: book edition
- Call Number: use current call number structure for your intuition
- Do NOT enter barcode in this section!
- Note: return instructions if applicable, i.e. “return” or “pickup”
- Check Course restricted
- Suppress from Discovery should NOT be checked.
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You should see the item in the reading list. Click on “Items” “Items” and then on Actions next to the item record. Select Edit.
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- Item is in temporary location: Check YES
- Temporary library: Select appropriate library
- Temporary location: Select appropriate checkout period, e.g. 2hourres
- Due back date: Set to same as the course end. This will NOT be prefilled. You must input this!
- Save
- Back
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