How to Define Link Resolver Library Preferences

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How to Add a Display Logic Rule

You can add new display logic rules. Rules apply for all libraries in the institution. By default, new rules are enabled.

Display logic rules define when certain fulfillment services should not appear in Primo, for example - you can configure to hide a service for specific user groups, or you can hide the full text service from a specific electronic collection depending on whether full text service from another preferred electronic collection is available or not.

To add a new display logic rule:

On the Discovery Interface Display Logic page (Configuration Menu > Fulfillment > Discovery Interface Display Logic > Display Logic Rules), select Add Rule. The Add Rule dialog window appears.

Add Rule Dialog Window

From the For user from groups drop-down list, select one or more groups to which to apply the rule. If you do not select a group, the rule applies to all user groups.
The For user from groups drop-down list is only displayed in multi campus environments.

In the hide service drop-down list, select the service(s) that the rule hides.

Depending on your selection, the fields with and with value may be displayed to allow you to specify the selected service you wish to hide and to provide a logical constraint about when to hide it.

with – Optionally select the type of service for which this service will not appear: Electronic Collection, Interface, or Service.
with value – Optionally enter one or more specific packages, interfaces, or service names for which this service will not appear.

The fields that appear depend on your selection. See the following table.

► Click to expand the Add Rule Fields table

Add Rule Fields
Hide Service	with	with value
Booking, Digitization, General Hold Request, Hold Request	N/A	N/A
DB Service	Electronic Collection	Select one or more electronic collection name(s).
Full Text, Selected Full Text	Interface	Select one or more interface or electronic collection name(s). Both Community Zone and local interfaces are available.
Full Text, Selected Full Text	Electronic Collection
General Electronic Service	Service	Select a general electronic service.
Open Access Note that this service appears when the enable_open_access_services_from_unpaywall_api customer parameter is set to true. See Open Access for more information.	N/A	N/A
Purchase Request	Availability by the campus	Select True to hide the service if the physical resource cannot be requested for availability on the campus. Otherwise, select False.
	Availability by the institution	Select True to hide the service if the physical resource cannot be requested for availability on the institution. Otherwise, select False.
	Ownership by the campus	Select True to hide the service if the resource cannot be requested due to physical ownership by the institution. Otherwise, select False. To block requesting resources owned by the institution in a non-physical format, set the if service exists field as follows: For digital resources – Representation Delivery Service For electronic resources – Full Text
	Ownership by the institution	Select True to hide the service if the resource cannot be requested due to physical ownership by the institution. Otherwise, select False. To block requesting resources owned by the institution in a non-physical format, set the if service exists field as follows: For digital resources – Representation Delivery Service For electronic resources – Full Text
Representation Delivery Service, Representation Quick Access	Access Right	Select True to hide the service if the resource has access rights configured. Otherwise, select False.
	Public Note	Hide a representation in Primo, depending on the value of the Public Note field of the representation. The following are examples of regular expressions with which you can configure the Display Logic Rules to hide representations when the expressions are in the Public Note field. A flag can be used to determine if the expression is case sensitive or not: /Restricted Access/ - Matches a public note containing the phrase Restricted Access, case sensitive. /Restricted Access/i - Matches a public note containing the phrase Restricted Access, case insensitive. /^(?!Open Access$)- Matches a public note that does not equal Open Access, case sensitive. /^((?!Open Access).)*$/i - Matches a public note that does not contain the phrase Open Access, case insensitive.
	Usage Type	Select Primary to hide the service for representations with the usage type of master and select Derivative to hide the service for representations with the usage type of derivative.
	Representation Type	Select Remote Representation to hide the service for remote representations and select Representation to hide the service for non remote representations.
	Viewer	Select a viewer to hide the service if the resource is configured to be displayed by that viewer. For Quick Access to be available, you must enable the New Alma Viewer. For more information, see To configure the Alma Viewer.
	Obtrusive Copyrights (Representation Quick Access only)	Hide the service if the resource is configured with obtrusive copyrights enabled.
Resource Sharing Request	Availability by the campus	Select True to hide the service if the resource is available on campus. Otherwise, select False.
	Availability by the institution	Select True to hide the service if the resource is available at the institution. Otherwise, select False.
	Ownership by the campus	Select True to hide the service if the resource is owned by the campus. Otherwise, select False.
	Ownership by the institution	Select True to hide the service if the resource is owned by the institution. Otherwise, select False.
	Resource Sharing System	Select a resource sharing system.
	Resource type	Select a resource type.

4. To hide the service if another service exists: In the If service exists drop-down list, select the other service(s).

Depending on your selection, the fields with and with value may be displayed to allow you to specify the selected service you wish to hide and to provide a logical constraint about when to hide it. See the Add Rules table for information about the fields.

For resource sharing requests, if a resource has holdings without items, it is not considered self-owned. To hide resources that have holdings without items, hide the Resource Sharing Request service if the General Hold Request service exists.

For example, the following image highlights a rule of hiding "GALE Full Text" services when there is "ProQuest Full Text" services available:

Example Rule

After defining the display rule options, select one of the following dialog box buttons:
- Add – Add the rule but leave the dialog box open so that you can add additional rules.
- Add and Close – Add the rule and close the dialog box.
If you define more than one rule, on the Discovery Interface Display Logic page, drag individual rules to set the order. Alma applies the enabled rules in the configured order.

How to Configure Direct Linking

You can configure Direct Linking in order to enhance the user experience in Primo by offering consistent single-click access to full text.

On the Direct Linking Configuration page (Configuration Menu > Fulfillment > Discovery Interface Display Logic > Direct Linking), select Yes from the Enable direct linking parameter to enable direct linking.

Selecting No indicates that the electronic service is not accessed directly from the search results in Primo, and users must select the service from a list provided by your link resolver (SFX or Alma).

Selecting Yes enables direct linking and the other configuration parameters.

Configure the other parameters which allow you to control direct linking based on the record. Refer to the table below for an explanation of your options.

► Click to expand the Direct Linking Configuration Options table

Direct Linking Configuration Options
Parameter	Description
Enable direct linking when multiple services are available	Enable direct linking even when more than one digital or electronic service is available for the record.
Disable direct linking when Open Access service is available	Select this option to disable direct linking when an Open Access Service is available. See Open Access for more information.
Disable direct linking when additional information is available: Authentication note Public Note	Disable direct linking even when additional information is available for the record. Authentication note Disable direct linking when a record's services contain an authentication note. Public note Disable direct linking when a record's services contain a public note.
Disable direct linking for electronic collections	Select this option to disable direct linking when the first service (result) in the View It service list is a match between the search in the discovery system and the electronic collection's bib record. The electronic collection’s level URL will appear first in the View It service list in two cases: It is the only service available in the View It service list (single result in the View It). The electronic collection service result is configured to appear first in the View It service results list via the Online Services Order and Display Logic Rules configurations. See Configuring Online Services Order and Configuring Display Logic Rules for more information.
Disable direct linking for journals	When Yes is selected for Enable direct linking and Disable direct linking for journals is selected, direct linking is disabled under the following conditions: When the Electronic material type for a portfolio is set to Journal. Electronic Material Type Set to Journal Any other electronic material type setting will not be considered and treated like a journal. When Alma determines from the OpenURL that there is no indication of article-level attributes like the following: Page(s) indication (rft.spage, rft.epage, rft.pages) Doi (rft_id" source1="(info:doi/.)\|(doi:.)) Pmid (rft_id" source1="(info:pmid/.)\|(pmid:.) For example: …&rft_id=pmid:28274348&…) Oaid (rft_id" source1="(info:oai/.)\|(oai:arXiv:.)) The setting for the Linking level parameter in the Electronic Service Editor is ignored, even when it is set to Journal. Related to disabling direct linking to journals, the following OpenURL attributes are supported: Force_direct=true – This overrides any Alma configuration regarding direct linking and forces using direct linking. Force_direct=false – This overrides any Alma configuration regarding direct linking and does not force using direct linking. sfx.directlink=force – This is treated like Force_direct=true. “disable_directlink=true&sfx.directlink=off” – This is treated like Force_direct=false. If both an enable direct linking and a disable direct linking attribute are stated in an OpenURL, the attribute related to disabling direct linking takes priority.
Disable direct linking for digital resources	Permits institutions to enable direct linking for electronic resources, while disabling only for digital resources.

For example, the following flow indicates an instance of enabling direct linking and configuring to disable the direct linking functionality for an electronic portfolio that includes a Public Note. When testing the portfolio, users will be directed to the list displaying the Public note (to emphasize the note) and not directly linked to the electronic service.

Example Flow - Direct Linking

Click Save.

Sorting the Display Order of Services

In the Online Services Order page (Configuration Menu > Fulfillment > Discovery Interface Display Logic > Online Services Order), you can configure the order of the services that appear in the services results list in View It. By default, all services are displayed alphabetically on the services result list. For example, if you prefer your patrons use the full text services from a specific collection (if the requested resources is available in this collection) then you can use the Online Services Order configuration to always display the full text service from this specific collection at the top of the services displayed in the View It. If a service is added to the top or bottom group on this page, that group is displayed on the services results list in the order that you specify, with the remainder of entries retaining their default sort order. The Display CZ Collections first, Prefer source service, and Prefer ID based Linking services radio buttons also override both the default alphabetic sort order as well as the list of services listed in the Top services section. The top service defined can be used by Primo’s direct linking option, from the search result record.

On the Online Services Order page, select either Add To Top to assign high priority to a service or Add to Last Services to assign low priority to a service. Services that are left unassigned will appear in the middle of the list. The Add Service dialog box opens.

Add Service Dialog Box (Add to Top Option Selected)
In the Service type field, select one of the following service types:
- Full Text
- Selected Full Text
The Service type: "DB Service" is obsolete and should not be selected.
In the Service name field, select the name for the selected service type. The Service value field appears.
In the Service value field, browse and select a service value.
In the following example, a full text service for an interface collection for ProQuest has been defined to be placed at the top of the order of services.

Example - Services Order
Depending on the type of priority you are assigning to the service, select Add to top or Add to last services to save the service to the selected priority list.
Select the arrows in the Move Up and Move Down columns to order the services in the Top Services and Services to be placed last lists.
In the Display CZ Collections first field, select one of the following options:
- Yes – The online resources are sorted alphabetically in each level (top, unspecified, and last). In addition, Community Zone resources are alphabetized and listed first in each level.
- No – The online resources are sorted alphabetically in each level (top, unspecified, and last) only. Priority is not given to Community Zone resources.
You can also set this priority with the uresolver_display_cz_records_first parameter in the Customer Parameters mapping table. For more information, see Configuring Other Settings.
If you set Prefer source service to Yes, you improve the sorting relevance of online resources offered by the Services Page for OpenURLs coming from Primo Central. This option places the highest priority on services that match the source of the OpenURL. For example, if a user searching Primo Central discovers an article from Gale and the Alma Link Resolver can offer services from Gale and ProQuest, Alma will place the service from Gale at the top of the results, followed by the remaining electronic services as defined in the sort settings for this page. This is the recommended option.
In the Prefer ID based Linking services field, select one of the following options:
- Yes – If a collection with a preferred ID is defined, it always appears first regardless of other sort criteria. If more than one preferred collection is defined, the display preference for those collections is then based on the sort configuration as defined in the Online Services Order page. Currently, the following vendors use a preferred ID for linking: Cambridge University Press, Elsevier ScienceDirect, Erudit, Gale, Ingenta, Institute of Physics, JSTOR, Nurimedia, Proquest, Sage, Springer, Taylor&Francis, Thieme.
- No – No priority is given to vendors with a preferred ID.

You can also set this priority with the uresolver_use_source_to_target_ordering parameter in the Customer Parameters mapping table. For more information, see Configuring Other Settings.

If a service was hidden using the Display Logic Rules, it will not appear, regardless of the value selected for this option.