Discovery Interface Display Logic

Open the Related Record Services Configuration page (Configuration Menu > Fulfillment > Discovery Interface Display Logic > Related Records).

For electronic inventory, refer to the following table to configure how related records display in View It. For more information, see Configuring Related Records for Electronic Services and Modifying the Display Labels for Related Electronic Services.

For physical inventory, refer to the following table to configure how related records display in Get It. For additional information, see Configuring Related Records for Physical Inventory.

Select Save.

Open the General Electronic Services Configuration page (Configuration Menu > Fulfillment > Discovery Interface Display Logic > General Electronic Services). In addition to the columns that are visible on the General Electronic Services list, the Item Level column may be added to the view in the view configuration.

Select Add Service. The Add Service dialog box opens.

Enter the following service information:

• Service Code – The internal code for the service.

• Service Name – The internal name used for the service.

• Service Description – The description of the service.

• Public Name – The label for the link that displays in View It and/or Get It.

• Public Note – The note or description of the service that displays below the link in View It and/or Get It.

• Is this a Document Delivery/ILL Service – (Applies only to Alma-Summon and Primo VE environments.) Choose one of the following options: Yes indicates that this service provides access to the resource and will appear in the specified display location. No indicates that the links to the general electronic service will display in the Links section.

• Display Location – Specify the areas in Primo in which the link displays. The following options are valid: None, Getit & How To Getit, Viewit & How To Getit, Getit, viewit & How To Getit, and How To Getit only.

  The display of general electronic services is based on the service's availability rules that are defined with the Service Availability Rules tab, which appears while editing a general electronic service. For more details, see step 5. See Configuring Display Logic Rules if you want to hide the general electronic service based on additional criteria (such as the existence of another type of service or the type of user).

• URL Template – The URL where the patron is redirected when the external service link is selected.

  The URL substitutes OpenURL fields that are enclosed in brackets ( "{" and "}") with the relevant values. For example, the referring URL’s ISBN is substituted into a URL containing: ...&isbn={rft.isbn}&...

  For example, the URL for an Amazon search for a specific ISBN:

  http://www.amazon.com/s/ref=nb_sb_ss_c_0_12?url=search-alias%3Dstripbooks&field-keywords={rft.isbn}

  When connecting to a resource sharing broker, ensure that this field contains an attribute corresponding to the broker in use. For example, when using the OCLC broker:

  http://xxx.worldcat.org/oclc/{rft.oclcnum}

  ILLiad - Books/Book Items (based on your institution’s base URL). For example:

  http://libill.XXX.edu/illiad/illiad.dll?Action=10&Form=30&rft.genre={rft.genre}&rft.title={rft.btitle}&rft.stitle={rft.stitle}&rft.atitle={rft.atitle}&rft.date={rft.pubdate}&rft.month={rft.month}&rft.volume={rft.volume}&rft.issue={rft.issue}&rft.number={rft.number}&rft.epage={rft.epage}&rft.spage={rft.spage}&rft.edition={rft.edition}&rft.isbn={rft.isbn}&rft.eisbn={rft.eisbn}&rft.au={rft.aulast},{rft.aufirst}&rft.auinit={rft.auinit}&rft.pub={rft.pub}&rft.publisher={rft.publisher}&rft.place={rft.place}&rft.doi={rft.doi}&rfe_dat={rft.oclcnum}&rfr_id={rfr_id}

  ILLiad - Articles/Journals (based on your institution’s base URL). For example:

  http://libill.XXX.edu/illiad/illiad.dll?Action=10&Form=30&rft.genre={rft.genre}&rft.title={rft.title}&rft.stitle={rft.stitle}&rft.atitle={rft.atitle}&rft.jtitle={rft.jtitle}&rft.au={rft.au}&rft.date={rft.year}&rft.month={rft.month}&rft.volume={rft.volume}&rft.issue={rft.issue}&rft.number={rft.number}&rft.spage={rft.spage}&rft.epage={rft.epage}&rft.edition={rft.edition}&rft.issn={rft.issn}&rft.eissn={rft.eissn}&rft.aulast={rft.aulast}&rft.aufirst={rft.aufirst}&rft.auinit={rft.auinit}&rft.pub={rft.pub}&rft.pubdate={rft.pubdate}&rft.pubyear={rft.pubyear}&rft.publisher={rft.publisher}&rft.place={rft.place}&rft.doi={rft.doi}&rfe_dat={rft.oclcnum}&rfr_id={rfr_id}

  ProQuest - Dissertation Service. For example:

  http://gateway.proquest.com/openurl?res_dat=xri%3Apqm&title={rft.btitle}&rft_val_fmt=info%3Aofi%2Ffmt%3Akev%3Amtx%3Adissertation&url_ver=Z39.88-2004&genre=dissertation

  The following values can be specified in the URL Template parameter between the curly brackets used for normalizing the ISBN, ISSN, eISBN, or eISSN:

  • rft.normalized_isbn

    This normalization removes the text after digits and the hyphen (-) and converts ISBN 10 to ISBN 13

  • rft.normalized_issn

    This normalization removes the text after digits and changes text to lower case.

  • rft.normalized_Eisbn

    This normalization removes the text after digits and the hyphen (-) and converts ISBN 10 to ISBN 13.

  • rft.normalized_Eissn

    This normalization removes the text after digits and changes text to lower case.

  For more information regarding OpenURL, refer to the following:

  • Commonly Used OpenURL Attributes for the URL Template

  • http://en.wikipedia.org/wiki/OpenURL

  • Specific vendor web sites for OpenURL details

• Item Level - Select yes to show the link next to each item that matches the input rules. Select no to show the link at the holding level. This field is only active when the Display Location field is Getit or None.

  To prevent potential performance issues, the Item level General Electronic Services cannot be used for the If Exists portion of Display Logic Rules.

  When the General Electronic Service is added as an item level service, the URL template may be configured to make use of the following Holdings and item level information:

  Holdings/Item Element	Name of Place Holder
  Current Library (Code)	Library
  Current Location (Code)	Location
  Current Call Number	Call_Number
  Barcode	Barcode
  Material Type (Code)	Material_Type
  Current Item Policy (Code)	Item_Policy
  MMS ID	BIB MMS_ID
  Process Type (Code)	Process_Type
  Item description	Description

  In addition, it is possible to add fields from the Holdings record to the URL template. The placeholder syntax is HOL_{field}_{indicators}_{subfields}. The use of indicators is optional. For example:

  • HOL_506_ab - Alma will extract subfields a and subfield b from 506 field. Each subfield will be delimited from the next one with a space. The indicators are not taken into account.

  • HOL_506_12_df - Alma will extract subfields d and subfield f from 506 field only when indicators 1 and 2 exists. Each subfield will be delimited from the next one with a space.

  • HOL_506_1#_g - In this scenario, Alma will extract subfields g from 506 field only when the first indicator value is 1 with no dependency on the second indicator.

  A sample URL template may be : <baseURL>?LIB={library}&BARCODE={barcode}&FIELD1={HOL_506_ab}.

Select Add and Close. The new service appears on the General Electronic Service page with the following row actions: Remove and Edit.

Edit the new row to configure additional service details.

The Service Details page appears.

To display this service to signed-in users only, select No in the Enable without login field.

To display this service based on the availability of the physical resource in the institutional repository, select one of the following options for Disable Service:

• Never – The service is never disabled.

• When resource is owned by the campus – The service is disabled when physical items for the resource are owned by the campus.

• When resource is owned by the campus and available – The service is disabled when physical items for the resource are owned by the campus and are available (that is, they are not involved in a process).

• When resource is owned by the institution – The service is disabled when there are physical items for the resource that are owned by the institution.

• When resource is owned by the institution and available – The service is disabled when there are physical items for the resource that are owned by the institution, are in place, and are in an open location. Note that if a physical location is set to Unavailable (see Adding a Physical Location) and this option is selected, the service is enabled. You may want to use this option when items in a certain location (such as a reading room) cannot be requested. Setting this location to Unavailable will enable the display of the service.

Select the Service Availability Rules tab.

The Service Availability Rules tab displays the rules that the system uses to determine whether a service should appear for the user. Each service has a default rule that is applied when none of the other rules apply. By default, the system does not display the service (IsDisplay=False). You can edit the default rule and add rules as needed.

Add rules regarding the OpenURL context object attributes (which may be returned by Alma’s link resolver during the user’s search) to ensure that Alma has the necessary information to display the service.

1. To add a new rule, select Add Rule. The Edit Rule page opens.

   

   Edit Rule Page

2. In the Edit Rule section, enter the rule name (required) and description (optional).

3. In the Input Parameters section, select Add Parameter. The Add Parameter dialog box opens.

   

   Edit Rule Page

4. Enter the following fields:

   • Name – The name of the attribute in the OpenURL context object. For more information about these attributes, see Commonly Used OpenURL Attributes for the URL Template.

   • Operator – The comparison operator to use with this context object attribute.

   • Value – An accepted value for this parameter. To match multiple values, create a separate rule for each value. Note that not all operators require a value.

5. Select Add Parameter. The parameter is added to the input parameter list.

6. In the Output Parameters section, set IsDisplay to true.

7. Select Save. The Service Availability Rules page displays the new rule.

Select Save. The General Electronic Services page displays the new service.

• Full Text
• Selected Full Text

• 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.

• 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, there are two vendors with a preferred ID, ProQuest and Gale.
• No – No priority is given to vendors with a preferred ID.

On the General Electronic Services Order page (Configuration Menu > Fulfillment > Discovery Interface Display Logic > General Electronic Services Order), select Add to top or Add to last services to configure the order of services at the top and bottom of the list of results, respectively.

In the Service type field, select General Electronic Service.

In the Service name field, select Service.

In the Service value field, select a service value.

Depending on which list you are defining, select either Add to top or Add to last services. The service appears in the list that you are defining.

For each list, select the arrows in the Move Up and Move Down columns to order the services.

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).

Add a library to the list:

1. Select Add Row to open the dialog box.

2. Specify the following fields:

   • View – Specify the Primo view code.

   • Library Code – Specify an Alma library code. To find library names and codes, see Adding/Editing Institution Libraries.

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

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