Availability for Symphony Web Services 3.0 or earlier users

If you use Symphony Web Services version 3.0 or earlier, you can configure Portfolio to display availability information in search results and detail displays.

With this feature enabled for a search source site, the software will automatically add a Status column to the detail display. The Status column displays the current location of an item or the item’s due date if it is checked out.

You can also configure how availability will display in search results in one of three ways:

  • Display availability counts for an entire site, for example:

    7 copies available at County libraries

  • Display limited availability counts to a search library, for example:

    3 copies available at North Branch

  • Display availability for a search library with the option to show counts for the site if the limit returns 0, for example

    0 copies available at North Branch; 5 copies available at County libraries

To turn on availability

  1. If you haven't already, add your Web Service instance to the Portfolio system (General Configuration > Web Services > Add Web Service). For information, see Adding or editing a web service definition.

    Note: Turning on availability will automatically add the Status column to the detail display.

  2. Go to Search Configuration > Discovery Search Sources.
  3. For the search source you want to work with, choose Discovery Source Sites.
  4. For the source site, choose Edit.

  5. In the Web Service field, select the Web Service instance you set up. For more information, see Fields: Add/Edit Discovery Source Site.

    Note: You can test the connection to test the connection to the server.

  6. Save your changes.

  7. Refresh the search cache (see Refreshing the search cache).

To display availability counts in search results

These steps assume you have already turned on availability (see To turn on availability).

  1. Go to Displays > Search Result Displays.
  2. For the search result display you want to work with, choose Edit.
  3. From the "Additional Displayable Fields," move Availability to the Selected box. For more information, see Fields: Choose Search Display Fields.
  4. Save your changes.

  5. Refresh the search cache (see Refreshing the search cache).

To limit availability counts to a search library

These steps assume you have already turned on availability (see To turn on availability) and that you have already set up a source site to display availability in search results (see To display availability counts in search results).

  1. Go to Profiles.
  2. For the profile you want to work with, choose the Select menu > Display Selection.
  3. Choose the search target you want to work with and click Next.
  4. In the Availability Library field, specify the policy name for a search library in your Symphony ILS. For more information, see Fields: Display Selection.
  5. In the Library Name field, specify a library name for the records that will display in the search results. This name should reflect search library in the Availability Library. For more information, see Fields: Display Selection.
  6. Save your changes.

  7. Refresh the search cache (see Refreshing the search cache).

To display site counts if the limit returns 0

These steps assume you have already turned on availability (see To turn on availability), set up a source site to display availability in search results (see To display availability counts in search results), and limited availability counts to a library or group (see To limit availability counts to a search library).

  1. Go to Profiles.
  2. For the profile you want to work with, choose Edit.
  3. Under the "Search Options" section, select the Show copies available from additional libraries if no copies are available from filter library field. For more information, see Fields: Add/Edit/Copy Profile.
  4. Save your changes.
  5. Refresh the search cache (see Refreshing the search cache).

Related topics 

Setting up availability