Setting up Portfolio > Enabling Academic Reserves

Enabling Academic Reserves

If your library is using the Symphony ILS and has set up academic reserves, you can set up SirsiDynix Portfolio to allow users to search for items on academic reserve by course name, course ID, or instructor. When enabled, a category for academic reserves is added to the first drop-down list in the Search bar. When that is selected, the user can select between Course Name, Course ID, and Instructor from the field drop-down list.

SirsiDynix Portfolio requires Symphony Web Service 3.3 to include Academic Reserves in searches. To include the Reserve Desk and Course Name fields in search results and detail displays, you must have Symphony Web Services 3.4 .

To enable searching for academic reserve materials in profiles

Choose Manage Federated Configuration from the navigation pane.

Choose Manage Federated Search Sources.

Choose Add Source.

From the Source Type drop- down list, select Reserve, then choose Next.

Type a name for the Reserve source.

Choose the Symphony web service from the Web Services drop-down list.

Choose OK.

From the Manage Federated Search Sources, choose Manage targets for this source.

Choose Add Target.

Enter a name for the target (this will appear on the drop-down list in the search list).

Select a Desk (or all desks), then choose OK.

From the Manage Federated Search Sources, choose Assign target to profiles option for the new target.

In the Available box, double-click each profile you want the Academic Reserves to be active in to move them to the Selected box.

When you have finished, choose OK.

If you want to modify which fields show in the search results or detail display, choose Manage Displays, select the display type you want to change, then choose Edit for the academic reserves target you created and select the fields you want to have displayed. (For more information, see Adding or editing a search result display or Adding or editing a detail display.)

Choose Refresh Cache.