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Course Reserves in ALMA

How to manage Course Reserves in ALMA

Troubleshooting

Why aren't Course Reserves records (Citations) displaying in Primo VE?

Check if:

  • The Bibliographic record for the Citation or the Holdings record of the Item is suppressed in Alma. The records must not have the "Suppress from Discovery" management tag checked in the MDEditor. Unsuppress the bib record so it can be published to Primo VE.
  • The Course is "Active" as of today as defined by its "Start date" and "End date". If the Course is not Active, its records will not display.
  • The job "Activate/Deactivate Courses" is enabled and has been running successfully. When activating or deactivating courses, this job publishes the bibliographic citations linked to the course. To see if it has been running, go to Admin > Monitor Jobs > History > change the limit box to Name and enter the job name: Activate/Deactivate Courses
  • The Citation is a "Non-Repository Citation". Non-Repository Citations are not published and will never display in Primo VE.  Use "Add Brief" or "Add Repository Citation" to add the citation instead.

Adapted from the Ex Libris Knowledge Article Course Reserves/Reading List Checklist for Alma-Primo.

Workflow: Remove items from a reading list

  1. Start in the "Reading List Task List" (Fulfillment > Course Reserves > Reading Lists) page.
  2. If you know the unique code for the reading list you are looking for, you can enter it into the persistent search box, which will have automatically been set to "Reading lists." Otherwise, search for the desired reading list under one of the four tabs available on the Reading Lists Task List page.
  3. Select the reading list you will be editing by clicking on the Code for that list.
  4. The Edit Reading List screen will open.
  5. Scroll down until you find the item you wish to remove from the reading list. Click on the "More actions" ellipsis.
  6. The "More actions" menu will deploy. Click Remove to delete the item from the reading list.
  7. A Confirmation Message pop-up will appear. Click Confirm.
  8. Repeat as needed. Once you have removed all the items necessary from the reading list, click Save.

Workflow: Remove reading list from a course

  1. Start in the "Reading List Task List" (Fulfillment > Course Reserves > Reading Lists) page.
  2. If you know the unique code for the reading list you are looking for, you can enter it into the persistent search box, which will have automatically been set to "Reading lists." Otherwise, search for the desired reading list under one of the four tabs available on the "Reading Lists Task List" page.
  3. For the reading list you wish to remove, click the associated "More actions" ellipsis.
  4. From the resulting drop down menu, click Remove associated course.
  5. If the reading list was only associated with one course then the screen will remain the same (though the options available under the "More actions" ellipsis will change), and there is nothing further you need to do in this workflow. If the reading list is associated with more than one course, the "Edit Reading List" screen will open. When the screen opens proceed to step 6.
  6. Locate the course you want to disassociate from the reading list and click on the "More actions" ellipsis.
  7. Click Remove Association.
  8. Click Save.

Workflow: Delete a reading list

  1. Start in the "Reading List Task List" (Fulfillment > Course Reserves > Reading Lists) page.
  2. If you know the unique code for the reading list you are looking for, you can enter it into the persistent search box, which will have automatically been set to "Reading lists." Otherwise, search for the desired reading list under one of the four tabs available on the "Reading Lists Task List" page.
  3. For the reading list you wish to delete, click the associated "More actions" ellipsis.
  4. Select Delete from the drop down menu.
  5. A pop up screen will appear. Click Confirm.

Workflow: Delete a course

  1. Start in the "Courses" (Fulfillment > Course Reserves > Courses) screen.
  2. A list of courses will appear. Click on the "More actions" ellipsis for the course you wish to delete.
  3. Select Delete from the drop down menu.
  4. A pop up screen will appear. Click Confirm.

Workflow: Gather reserve statistics (forthcoming)

 


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