Sections and Configuration Options

For detailed information on the Consortia Central Configuration Dashboard and how it works, see Consortia Central Configuration Dashboard.

Below is a detailed list of the current configurations available in the Consortia Central Configuration Dashboard.

V - indicates that the current configuration is available.

X - indicates that the current configuration is unavailable.

The Management and Distribution columns refer to the following:

  • If a configuration is only checked in the Management column, this means that the configuration can be managed at the Network Zone level for a specific member but cannot be distributed to other members (or to all members).

  • If a configuration is checked both for Management and Distribution, this means that the configuration can be managed at the Network Zone level for a specific member and can be distributed to other members (or to all members).

Sections and Configuration Options
Section Configuration Name Management Distribution
Acquisition
General Currency Subset V V
  Legal Deposit Reports V V
  Survey Question Multiple Choice V V
  Fund Types V V
  Fund and Ledger Fiscal Period V V
  Receiving Department Validations V V
  Other Settings V V
Invoices Disapproval Reasons V V
  Invoice Review Rules V Depends on the Shared Vendor Accounts setup
  Invoice Amount Threshold V V
  Payment Method V V
  Invoice Approval Rules V Depends on the Shared Vendor Accounts setup
  VAT Codes V V
Licenses Discovery Interface Labels Customized V V
  License Term Controlled Vocabulary V V
  License Review Status V V
  Sections Order V V
  License Storage Location V V
Purchase Orders 1st Reporting Codes V V
  2nd Reporting Codes V V
  3rd Reporting Codes V V
  4th Reporting Codes V V
  5th Reporting Codes V V
  Acquisition Method V V
  EDI Vendor Note Fields V V
  PO Line Price Threshold V V
  PO Line Cancellation Reasons V V
  PO Line Deferral Reasons V V
  Shipping Method V V
  PO Line Types V V
  Purchasing Review Rules V Depends on the Shared Vendor Accounts setup
Purchase Requests Purchase Request Material Types V V
  Purchase Request Reject Reasons V V
Analytics
General Configuration Analytics Citation Attribute Types V V
  Analytics User Statistics V V
  Analytics Member Settings V V
  Analytics Network Settings V V
  Consortial Analytics Participants V X
  Deep Link Authentication Method V V
Collection Development (New for February 2026)
Workflows Collection Development Usage Calculation V V
Discovery
Authentication Restricted User Groups (Central Index / Ebsco) V V
Display Configuration Hypertext Linking Definitions V V
  Labels V X
  Manage Display and Local Fields V X
GetIt Configuration Digitization Request V V
  Purchase Request V V
  Hold and Booking Request V V
  Primo View to Libraries V V
Library Card Configurations Loans Brief Display V V
  Personal Details Configuration V V
  Loans Detailed Display V V
  Payment Link Configuration V V
Loading External Data Sources Dublin Core type to Discovery Type mapping V V
Other Captcha configuration V V
  Exclude Process Types from Discovery Indexing V V
  Custom linking for Central Index databases V V
  Customer Settings V V
  Discovery Showcase Allowed Domains V V
  Manage Display and Local Fields V X
  Primo VE Deep Search Configuration V V
Search Configuration Boolean Operators V V
Fulfillment
Copyright Management

Access Rights

V X
  Copyright approval reasons V V
  Citation Default Copyright Status V V
  Copyright reject reasons V V
  Copyright Publishers V V
  Digitization and Copyright Rules V X
Courses Academic Departments V V
  Additional Reading List Statuses V V
  Citation Attributes Types V V
  Course Terms V V
  Notification types V V
  Tags V V
  Additional List Subjects V V
  Citation Attributes V V
  Citation Material Type V V
  List Subjects V V
  Reading List Statuses V V
  Additional Reading List Citation Statuses V V
  Citation Attributes To Citation Attributes Types V V
  Citation Processing Rules X X
  Locate Citation by Fields V V
  Tag Mapping V V
Digital Fulfillment Electronic Document Delivery Rules V X
  Viewer Labels V V
  Viewer Share Buttons V V
Discovery Interface Display Logic Booking Request Form Customization V V
 

General Electronic Services

V X
 

General Electronic Services Order

V X
 

General Electronic Services Bib Fields Enrichment

V X
  Display Logic Rules V X
  Currency Symbols V V
  Hold Request Form Customization V V
  Purchase Request Form Customization V V
  Digitization Request Form Customization V V
  Online Services Order V V (New for February)
General Article Form Mandatory Fields V V
  Book Form Mandatory Fields V V
  Other Settings V V
Library Management Reshelve Without Transit Rules V X
  SIP2 Bin Configuration Rules V X
  Transit Time Rules V X
   Opening Hours V V (for Calendar only)
Patron Configurations Loan Limits V X
  User Block Description V V
  Patron Limits V V
  User Demerits V V
  User Block Definitions V V
  User Groups V V
Physical Fulfillment Auto Loan Renewal Rules V X
  Loan Status Name V V
  Request Task Name V V
  Item Policy

Institution Level

Library Level

V
  Request Cancellation Reasons V V
  Self Check Messages V V
  Loan Recalls Configuration V V
  Request Pickup Configuration Rules V X
  Request Priorities V V
  Scan In Messages Configuration V V
Resource Sharing Additional Requested Media V V
  Borrowing Request Statuses V V
  ISO General Messages V V
  Library Mapping V V
  (New for February 2026)Partner Account Allowances V V
  (New for February 2026)Partner Organization Type V V
  (New for February 2026)Partner Sectors V V
  Requested Media Definition V V
  Shipping Cost Lender Rules V V
  Automatic Locate Reject Reasons V V
  Borrowing Requests Inactive Filters V V
  Item Policy Exceptions V V
  Patron Query Templates V V
  Resource Languages V V
  Automatic Renew Reject Reasons V V
  Brief Audit Fields V V
  Levels of Service V V
  Request Form Type by Genre V V
  Shipping Cost Borrower Rules V X
  Rota Assignment Rules V V
  Paper Format V X
  Sending Borrowing Requests V V
  Shipping Terms of Use V V
General
External Systems Allowed Emails V X
  Allowed S/FTP connections V V
General Configuration CRM Contacts V X
  Institution Languages V V
  Configuration for Job Related Recommendations (DARA) V X
  Institution Notifications V X
  Country Names V X
  Other Settings V V
(New for February 2026) Activate Linked Open Data Formats Enabling BIBRAME in your institution V V
Network Groups Fulfillment Member V V
User Interface Settings Identity Service Labels V X
  Social Login Labels V X
Widgets Primo Widget Search Fields V X
  Primo Widget Search Precision V X
Homepage Notifications (New for February 2026)
Homepage Notifications

Configuring the Homepage Notifications Widget

V V
Resources
Cataloging Author Number Lists V V
  AI Usage Profile V X
  MARC21 / KORMARC - Browse Bib Headings Names / Subjects V V
  Cataloger Permission Level V V
  DCMI Material Type Mapping V X
  Cataloging Level Mapping for External Authority V V
Collection Retention Bibliographic Collection Retention definition V V
  Item Retention Reason V V
  Bibliographic Record Deletion - Related Records V X
Deposit Deposit Decline Reasons V V
  Patron Deposit Templates V V
  Deposit Return Reasons V V
  Patron Deposit Labels V V
General Authority Control Rules V V
  Call Number Parsing V V
  Medium Type V V
  Physical Material Type Descriptions V V
  Reminder Types V V
  Authority Control Task List Types V V
  Description Templates V X
  Multi Step Match Configuration V V
  Provenance Code V V
  Representation Label Templates Rules V X
  Brief Levels V V
  E Task Statuses V V
  Other Settings V V
  Reminder Statuses V V
Physical Fulfillment Physical Item Condition V V
Record Export Institution NUC symbol V V
  Map Holdings fields into Bib record OCLC V V
  Institution OCLC symbol V V
  Originating Systems for MD records V V
  Map Holdings fields into Bib record Libraries Australia V V
Search Configuration Additional Staff Search Fields V V
  Customize Indexes Labels V V
  Search Indexes V V
User Management
Collaborative Networks Linked Account Rules V X
  Searchable Identifiers V V
  Linked Account Shared Fields V V
  Restricted Users V V
General Contact Information Pop-Up V V
  Other Settings V V
  User Notifications Types V V
Patron Charges Fines/Fees Behavior V V
  Reasons for Waiving Fine/Fee V V
Roles and Registration User Registration Rules V X
  Role Assignment Rules V V
User Details Category Types V V
  Library Notices Opt In V V
  User Name Display V V
  User Titles V V
  Statistical Categories V V
  User Record Type/Job Category V V
  Job Categories V V
  User Groups V V
  User Record Type/User Group V V