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    Getit

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    Configuring the Order of Locations in Primo Search Results

    To configure the order of Primo search results, you must have one of the following roles:

    • General System Administrator

    • Fulfillment Administrator

    Alma determines the display priority of locations primarily by availability. Holdings with the greatest number of available items are displayed first. In addition, Alma enables you to give preference to locations that match the IP address of the patron’s IP address. These locations include the AVA $$P field. For more information, see the following topic: Discovery in Collaborative Networks.

    The use of the AVA field is not necessary for Primo VE environments, but the configuration of sorting and priority in Alma is the same for both Primo and Primo VE. In addition, Primo VE can override Alma's custom sorting configuration. For more information, see Configuring the Get It Service for Primo VE.

    Alternatively, you can configure your own display order of locations, based on the considerations of your institution. When displaying a list of locations in the GetIt tab, if the record has multiple holdings, they will be listed in the order that has been defined by the institution. Where the institutional priorities have not been defined or are not relevant, alphabetical sorting is used.

    By default, holdings locations are displayed on the first page in Primo Get It based on one or more of the following criteria:

    • According to the holdings’ locations and their proximity to the patron, according to the library IP address. The locations in the libraries closest to the patron appear at the top of the holdings list. If this criteria is used, it takes priority over the holdings' availability.

    • According to the holdings’ availability, in the order (by default):

      1. In temporary locations
      2. In permanent locations
      3. In remote locations

    You can select a different order on the Locations Ordering Profile page (Configuration Menu > Fulfillment > Discovery Interface Display Logic > Locations Ordering Profile):

    Locations_Ordering_Profile.png

    You can configure this ordering at the institution level only. Select the required institution from the Configuring filter on the Fulfillment Configuration page.

    To configure the order of locations:
    1. In the Use Alphabetical Sorting Only field, select Yes if you want to sort the holdings in Primo Get It alphabetically by the external name of the location, which is passed to Primo in the AVA $$c subfield during RTA. The alphabetical sorting logic is hard-coded.

      When this field is set to Yes, all other ordering fields on this page are disabled.

    2. In the Use "IP best location” sorting field, select Yes to configure the display of holdings by best location, which is determined by the location's priority in the AVA $$p subfield during RTA. IP addresses must be defined for the libraries. No indicates that holdings are displayed by availability and that for the display of holdings locations, IP addresses do not need to be defined. 

      IP addresses can be configured:

    3. In the Prefer remote storage field, select Yes to increase the priority of remote storage items when viewing results in Primo Get It, publishing to Primo, or the Primo RTA.

    4. To define custom sorting:
      1. In the Use Custom Sorting field, select Yes and then select the Set Custom Libraries Order link. 
        When this field is set to Yes, all other ordering fields on this page are disabled.

      2. On the Custom Libraries Order page that opens, select Add Location.

      3. In the dialog that opens, indicate the order for each desired library. Enter numeric values, where '1' is the library that will be displayed first in the list of locations in the Get It tab.

        custom libraries order for discovery.png

      4. The priority of each location within the library can also be determined by configuring the 'Discovery Priority' attribute of a  location (Configuration Menu > Fulfillment > Physical Locations, when the selected configuration scope is a library). All 'Display First' locations of the same library will be sorted before other locations of the same library, and all 'Regular Display'  locations of the same library will be sorted before 'Display last' locations of the same library. Locations within the same Discovery Priority will be sorted alphabetically.
        clipboard_ecc7e83372e54e994d12b748a40d07e6e.png

    5. Select Save.

    Filtering the Library List for Availability in Primo

    The Primo View Mapped into Alma Libraries page allows you to filter the list of libraries that initially appear in Primo Get It when presenting availability information about an inventory item. If libraries are configured, these libraries initially appear for the item; the patron can see all of the libraries after removing the filter. If no libraries are configured, all libraries appear by default.
    In the following example, the Main library has available items, but it has been filtered from the list of locations because one or more libraries other than the Main library were configured on the Primo View Mapped into Alma Libraries page. Users can view the Main library's items by selecting Unfilter.
    PVE_FilteredGetIt.png
    Example of Filtered Libraries in Get It - Primo VE

    This functionality is not applicable to Alma-Summon environments.

    To add libraries to the list of unfiltered libraries in Get It:
    1. Open the Primo View Mapped into Alma Libraries page (Primo: Configuration Menu > Fulfillment > Discovery Interface Display Logic > Primo View to Libraries; Primo VE: Configuration Menu > Discovery > GetIt Configuration > Primo View to Libraries).

      PVE_PrimoViewMappedAlmaLibraries.png

      Primo VE View Mapped into Alma Libraries Mapping Table
    2. Add a library to the list:

      1. Select Add Row to open the dialog box.

      2. Specify the following fields:

      3. Select Add Row in the dialog box to save the library to the default list.

    3. When you are done adding libraries, select Save or Customize (first time only) to save your changes to the list.

    Configuring Holdings Display Labels

    For Primo VE environments, see Configuring Holdings Display Fields for Primo VE.

    To configure the holdings display labels, you must have one of the following roles:
    • General System Administrator
    • Fulfillment Administrator
    The Holdings Display Labels and Order code table configures the holdings fields that display in the Get It section of the record's full display, and allows you to perform the following actions:
    • Enable/disable the display of holdings fields.
    • Specify the order in which holdings fields appear in Get It.
    • Customize and translate the display labels for each of the holdings fields.
    • Add a new display field.
    Access the Holdings Display Labels page (Configuration Menu > Fulfillment > Discovery Interface Display Logic > Holdings Display Labels).
    In order to access this page, you must have the uresolver_enable_getit_holding_configuration customer parameter set to true.
    Holdings Display Labels.png
    Holdings Display Labels
    To configure display labels:
    1. Add a row for the display label, including the code, the description, and whether the code is the default value. Select Add Row.
    2. From the Filter drop-down, select the language for which you will enter a translation value.
    3. In the Translation field of the label, enter the value that will appear in the translation.
    4. If there are additional languages that will use a translation value, select the next language from the Filter drop-down and repeat step 3.
    5. Select Save.

    Configuring Primo Holdings Display

    For Primo VE environments, see Configuring Holdings Display Fields for Primo VE.

    To configure the Primo holdings display, you must have one of the following roles:
    • General System Administrator
    • Fulfillment Administrator
    The Primo Customized Holding mapping table (Configuration Menu > Fulfillment > Discovery Interface Display Logic > Holdings Display Customization) allows you to map information from the source's holdings record to Primo for display in the following fields in the Get It section of the record's full details: Holdings, Supplementary Material, Note, Binding, Source of Acquisition, Ownership of Custodial History, and Indexes. For example, you can map MARC 866 a,z to the Holdings display field.

    In order to access this page, you must first set the uresolver_enable_getit_holding_configuration customer parameter to true.

    APR_Primo_Customized_Holding_MT.png
    Primo Customized Holding Mapping Table
     
    To configure the holdings display:
    1. Edit the Primo Customized Holding mapping table (Configuration Menu > Fulfillment > Discovery Interface Display Logic > Holdings Display Customization).
    2. Select Add Row.

    3. Specify the following fields in the Add Row dialog box:

      • Holding Field – The MARC holdings field that you want to map to Primo.

      • Holding Subfield – The specific subfields of the holdings field that you want to map. If you want to specify more than one subfield, separate them with a comma.

      • Label – Select the display field to which you want to map the holdings field/subfield. The following display fields are supported in Primo: Holdings, Supplementary Material, Note, Indexes, Source of Acquisition, Ownership of Custodial History, and Binding.

      • CSS Class – The CSS class defined in the CSS for your Primo view's skin. For more information, see Branding the Delivery Tabs.

      • Displayed in Column – Specify the first or second display column.

    4. Select Add Row to save the row and to return to the mapping table.

    5. Make sure that the new row is enabled.

    6. If this is the first customization of this table, select Customize. Otherwise, select Save.

    Display Logic Rules

    Display Logic Rules can be used to configure Getit services such as Hold, Booking and Resource Sharing. For more information, see Configuring Display Logic Rules.

    Configuring Service Labels in the Discovery Interface

    Service Labels for Getit can be configured. For more information, see Configuring Service Labels in the Discovery Interface.