Discovery Interface Display Logic

Configuring Display Logic Rules

To configure display logic rules, you must have one of the following roles:

General System Administrator
Fulfillment Administrator

Display logic rules define when the following fulfillment services should not appear in Primo:

Booking request – Request to reserve an item at a specific time.
DB service – Link to the native interface of a third-party database.
Digitization – Request to have an item or part of an item scanned so that it can be viewed on a computer.
Full text – View the full text for an item online.
General electronic services – Links that can be created by an institution for any purpose.
General hold request – Request to have an item held at a circulation desk when the holdings record is empty, or request an issue for a journal regardless of whether any of its issues have been cataloged. For more information on general hold requests, see Creating a General Hold Request.
Hold request – Request to have an item held at a circulation desk.
Open Access – View open access full text (for example, hide open access if full text exists or hide full text if open access exists).
Purchase request – Request an item to be purchased. For more information, see Purchase Requests.
Representation Delivery Service – View a digital item.
Resource sharing request – Request to retrieve an item from another institution when the patron's institution does not have the item.
Selected full text – Links to full text (full text may not be available to all articles in the Journal).

For more information about requests, see Requests in Alma.
For information on how to customize the request forms, see Customizing Primo Request Forms and Customizing Primo Resource Sharing Forms.

You configure display logic rules on the Discovery Interface Display Logic page (Configuration Menu > Fulfillment > Discovery Interface Display Logic > Display Logic Rules).

Discovery Interface Display Logic Page

Display logic rules can be configured at the institution level only. Select the required institution from the Configuring filter on the Fulfillment Configuration page.
All relevant and applicable rules are applied. If a subsequent (lower) rule conflicts with a previous (higher) rule, Alma applies the first rule.

The following actions can be performed on this page:

Add a display logic rule (see Adding Display Logic Rules)
Edit a display logic rule (select Edit from the row actions list)
Duplicate a display logic rule (select Duplicate from the row actions list)
Enable or disable a display logic rule. Each row can be enabled or disabled individually with the Active slider. Or select a group of rules and select Deactivate Selected or Activate Selected from the actions.
Delete a display logic rule (select Remove from the row actions list)

You cannot edit the parameters of an existing display logic rule. You can delete the rule and then add a new rule.

See the Discovery - Display Logic Rules training session.

For examples of working with discovery display logic, see Display Logic Rules Examples.

The following display logic rules are available out-of-the-box. These rules are active, by default:

Hide service Representation Quick Access – hides the Quick Access section in Primo VE
Hide service Representation Quick Access with Obtrusive Copyrights (Alma representations only) = true – hides representations with obtrusive copyrights from the Quick Access section in Primo
Hide service Representation Delivery Service with Usage Type = Auxiliary – hides representations with the usage type of Auxiliary from the Quick Access section in Primo

Adding Display Logic Rules

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

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 box appears.
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.

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

Depending on your selection, either with or without fields (or both) appear to allow you to provide a logical constraint about when to hide the service. The fields that appear depend on your selection. See the following table.

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.

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, General Digitization Request	Interface	Select one or more interface or electronic collection name(s). Both Community Zone and local interfaces are available.
Full Text, Selected Full Text, General Digitization Request	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 resource cannot be requested for availability on the campus. Otherwise, select false.
	Availability by the institution	Select true to hide the service if the 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 for ownership by the campus. Otherwise, select false.
	Ownership by the institution	Select true to hide the service if the resource cannot be requested for ownership by the institution. Otherwise, select false.
Representation Delivery Service, Representation Quick Access	Access Rights	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 master 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 to hide the service for remote representations and select non-remote to hide the service for remote representations.
	Viewer	Select a viewer to hide the service if the resource is configured to be displayed by that 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.

To hide the service if another service exists, in the If exists service multiple select drop-down list, select the other service(s).
Depending on your selection, either with or without fields (or both) appear to allow you to provide a logical constraint about the existence of the other service. See the table above 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.
Select one of the following:
- 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, use the Move Up and Move Down arrows to set the order of the rules. Alma applies the enabled rules in the configured order.

Display Logic Rule Examples

The following rule hides the display of EBSCOhost Consumer Health Complete if the service page includes or displays any full text from EBSCOhost.

EBSCOhost is identified as the interface in this example.

Example Display Logic Rule

The following rule specifies that if full text is available from Factiva, hide the display of full text from all other packages and interfaces (which is indicated by the blank options associated with the hide service parameter).

Example Display Logic Rule

Configuring Service Labels in the Discovery Interface

To configure labels, you must have one of the following roles:

General System Administrator
Fulfillment Administrator

This section applies only to Primo. For information regarding Primo VE and Alma-Summon environments, see the following pages:

The Discovery Interface Labels Code Table page (Configuration Menu > Fulfillment > Discovery Interface Display Logic > Labels) contains predefined labels that appear in Primo. You cannot add or remove these labels, but you can edit the label’s text to meet your requirements. For more information about code tables, see Code Tables.

Discovery Interface Labels Code Table (Partial Listing)

Labels can be configured at the institution level only. Select the required institution from the Configuring filter on the Fulfillment Configuration page.
The Enabled column is not functional on this page and will be removed in an upcoming release.
For user-created license terms that appear in Primo, see Viewing User-Created License Terms that Appear in Primo.
In addition to configuring labels, you can hide certain services, such as Request a different issue and Don't see what you need? Request anyway by configuring a display logic rule to hide a General Hold Request service. See Adding Display Logic Rules above.

In addition, you can add HTML code to these fields to change the display of labels. For example, if you modify the following field as indicated, the output appears as displayed in the figure below.

c.uresolver.request.request_type = Request Type: <font color=red>ALL FIELDS REQUIRED!</font>

Modified Label with HTML in Primo Get It

List of Commonly Used Labels

Commonly Used Interface Labels and Where They Are Found In The Interface
Label Code	Default Value	Location in Interface
c.search.htmlCreator.unifiedDisplay	{0} copy, {0} available, {0} requests Formatted as: {{copies_labels}}, {{available_labels}}, {{requests_labels}}. All content in curly brackets cannot be changed or translated because they represent other labels. Text can be added before, after or between each pair of curly brackets. Or one of the labels can be removed.	Displays the count in the items list. Brackets within the new label: {{copies_labels}} will be populated with information from these existing labels: c.search.htmlCreator.copy for a single copy c.search.htmlCreator.copies if there are multiple copies Brackets within the new label: {{available_labels}} will be populated with information from this existing labels: c.search.htmlCreator.available. If you have configured Time to reshelve, the following labels may replace it: c.uresolver.getit2.item_list.status.SOME_HOLDING_ITEMS_AWAITING_RESHELVING, c.uresolver.getit2.item_list.status.ALL_HOLDING_ITEMS_AWAITING_RESHELVING. Brackets within the new label: {{requests_labels}} will be populated with information from these existing labels: c.search.htmlCreator.request if there is a single request c.search.htmlCreator.requests If there are multiple requests c.search.htmlCreator.noRequests if there are no requests
c.uresolver.locate	Locate	Link to locate location in library (location map). Appears both in items list (when only one holding) and holdings list (when more than one holding).
c.uresolver.request	Request
c.uresolver.request.submitSuccessfully	Request Placed	This label displays in Get It after a request has been submitted.
c.uresolver.request.placeInQueue	For customers that went live before the August 2019 release, the default value is: Place in queue is {0}. For customers going live in August 2019 or later, the default value is: {0} user(s) before you get served.	This label displays in Get It after a request has been submitted.
c.uresolver.request.submitFailed	Failed to place a request on the resource. Please contact the library.	This label displays in Get It when a request submission fails.
c.uresolver.request.title	Details of title you requested:	This label displays on the top of a digitization or hold request form.
c.uresolver.request.notNeededAfter	Not Needed After:	This label displays on the Hold Request form.
c.uresolver.request.Partial.madatoty_comment	Please add the part to digitize	Partial digitization confirmation message
c.uresolver.request.institution_dropdown_my_institution	My Institution	In fulfillment network configuration, the pickup location selection in the request form displays a My Institution option.
c.uresolver.request.institution_dropdown_other_institutions	Other Institutions	In fulfillment network configuration, the pickup location selection in the request form displays a label, Other Institution, above the additional options.
c.uresolver.request.comment	Comment:	This label displays on the Request form.
c.uresolver.request.manualDescription	Manual Description:	The Request a different issue link appears in Get It if the item has a description or the resource holding has a summary holdings field. This allows users to request items that may have not been cataloged. After selecting the Request a different issue link, this label appears on the request form.
c.uresolver.request.submitRequest	Request	This label displays for the Request button at the bottom of the Request form.
c.uresolver.request.refresh	Refresh Services List	After submitting a request, the Refresh Services List link appears in Get It.
c.search.htmlCreator.copy	copy	Displays the count of total copies and copies available (X copy, Y available) in the items list.
c.search.htmlCreator.copies	copies	Availability display
c.search.htmlCreator.request	request	Availability display
c.uresolver.ServicesForThisTitle	Services For This Title
c.uresolver.GeneralElectronicServices	Additional services	This label appears in View It when there are General Electronic services available.
c.uresolver.ServicesForRelatedTitles	Services For Related Titles	This label appears in View It when there are related records.
c.uresolver.availableOnline.full_text_prefix	Full text available at:	The label appears in View It when there is full text services available.
c.uresolver.availableOnline.selected_full_text_prefix	Selected full text available at:	The prefix for a full text link in View It.
c.uresolver.emptyList	No full text available	This label appears in View It when there is no full text services available.
c.uresolver.error	We're sorry. An error occurred while retrieving services for this title.	This label appears in Get It and View It if there was a processing error.
c.uresolver.request.ill	Resource Sharing Request:	This label appears at the top of the Resource Sharing Request form.
c.uresolver.request.ill.citationType.book	Book	This label appears as an option for the Citation Type field on the Resource Sharing Request form.
c.uresolver.request.ill.citationType.article	Article	This label appears as an option for the Citation Type field on the Resource Sharing Request form.
c.uresolver.request.ill.format.physical	Physical	This label is found on the Resource Sharing Request tab > Delivery Information > Format > Physical.
c.uresolver.request.ill.format.digital	Digital	This label is found on the Resource Sharing Request tab > Delivery Information > Format > Digital.
c.uresolver.request.ill.format.physicalNonReturnable	Physical non-returnable	This label is found on the Resource Sharing Request tab > Delivery Information > Format > Physical non returnable.
c.uresolver.request.ill.delivery.library	Deliver to library	This label is found on the Resource Sharing Request tab > Delivery Location > Delivery to Library.
c.uresolver.request.ill.delivery.alternative	Alternative address	This label is found on the Resource Sharing Request tab > Delivery Location > Alternative address.
c.uresolver.request.ill.volume	Volume:	This label displays on the Resource Sharing Request form for both articles and books.
c.uresolver.request.ill.issue	Issue:	This label displays on the Resource Sharing Request form for articles.
c.uresolver.availableOnline.service_is_temporary_unavailable_due_to	Service temporarily unavailable due to	This label appears in View It when the service is temporarily unavailable and a Service unavailability reason has been defined in the Electronic Service Editor (see Service Unavailability Reason).
c.uresolver.availableOnline.service_is_temporary_unavailable	Service temporarily unavailable	This label appears in View It when the service is temporarily unavailable and there is no Service unavailability reason defined in the Electronic Service Editor (see Service Unavailability Reason).
c.uresolver.getit2.request.request_options	Request Options:	This label appears appears next to the list of request options in Get It.
c.uresolver.getit2.request.monograph	Request	This labels appears for the Request link in Get It. If all items are monographs, the link will be at the title level.
c.uresolver.getit2.request.serial	Request	This labels appears for the Request link in Get It. If there are serial items, the link will be at the item level.
c.uresolver.getit2.request.noItems	Don't see what you need? Request Anyway	This request option appears when the item is not available at this location. Select the link to create a request.
c.uresolver.getit.related_title_display	Inventory of related "{0}" is listed below
c.uresolver.getit2.holding_list.location_map	Location Map	This is the column title for the Locate links in the holdings list.
c.uresolver.getit2.holding_list.related_holdings	Related holdings	This is the label that appears with related holdings. See the Enabling the Display of Related Records in Primo section for more information.
c.uresolver.getit2.ill_request.monograph	Resource sharing request	The Resource Sharing Request link displays in the request options at the title level when all items are monographs (without description) or there are no holdings.
c.uresolver.getit2.ill_request.serial	Resource sharing request	The Resource Sharing Request link displays in the request options at the title level when at least one of the items is serial (with description) or no items exist.
c.uresolver.getit2.digitization_request.monograph	Digitization	The Digitization Request link displays in the request options at the title level when all items are monographs (without description) or there are no holdings.
c.uresolver.getit2.digitization_request.serial	Digitization	The label displays in the holding item digitization service in Primo Get It.
c.uresolver.getit2.display_related_holding_separately_from_original_record	LOCATIONS FOR RELATED TITLES	The label that appears above the list of related holdings if the Separately from the original record holdings option is selected. See the Enabling the Display of Related Records in Primo section for more information.
c.uresolver.getit2.display_related_holding	Alma-Primo: Related title:{0} ({1}) Primo VE: Related title:{0}	Appears in Get It to indicate that the physical title is related to the record. For Alma-Primo environments only, the type of relation is appended to the end of the title. For example: Related title:Art / (Contains)
c.uresolver.getit2.item_list.pagination.records	Records
c.uresolver.getit2.item_list.type	Type	The Type column is in the holding item in Primo Get It.
c.uresolver.getit2.item_list.policy	Policy	The Policy column is in the item list in Primo Get It.
c.uresolver.getit2.item_list.status	Status	The Status column is in the holding item in Primo Get It.
c.uresolver.getit2.item_list.empty	No items exist. Please refer to the request options above	The label is in the items list when there is a holding without items.
c.uresolver.getit2.request_different	Request a different issue	The Request a different issue link will appear in Primo Get It if the item has a description or the resource holding has a summary holdings field. This will enable requesting items that may have not been cataloged.
c.uresolver.getit2.digitize_different	Digitize a different issue	The Digitize a different issue column is in the holding item in Primo Get It.
dlf.block.expiry		Configure with {0} to display the user's block expiry on the My Account page. For example, entering Expired on {0} in the label description will be displayed as Expired on 07/07/2017.
dlf.onHoldShelf.until	until {0}	This label appears in the List of Requests in Primo's My Account. The first part of the status is based on the status and therefore may not be configured. Only the text of until {0} is configurable.
c.uresolver.request.part_to_digitize	Part to Digitize:	The label is in the digitization request in Primo Get It.
c.uresolver.getit2.holding_list.empty.top	Your search did not match any physical resource in the library	When there are no holdings, this is the first row in Primo Get It (if the user is signed in).
c.uresolver.getit2.holding_list.empty.signed_in_user	Use the link/s below in order to request the resource from other libraries	When there are no holdings, this is the second row in Primo Get It (if the user is signed in).
c.uresolver.getit2.holding_list.empty.signed_in_user.no_services	There are no services available	When there are no holdings and no services, this is the message shown in Primo Get It (if the user is signed in).
c.uresolver.getit2.holding_list.empty.bottom	Having problems? Please contact the ExLibris staff	When there are no holdings, this description is shown at the bottom in Primo Get It (if the user is signed in).
c.uresolver.getit2.holding_list.empty.guest_user	In order to receive options to request the resource from other libraries, please sign in.	When there are no holdings and user is not signed in, this is shown in Primo Get It.
c.uresolver.getit2.item_list.non_circulating	Not loanable	When item is not loanable (according to policy), the Policy under the item list will be Not loanable.
c.uresolver.getit2.item_list.circulating	Loanable	When the item is loanable (according to policy), the Policy under the item list will be Loanable.
c.uresolver.getit2.item_list.alt_call_number_prefix	Additional location information:	A prefix for the alternative call number appears next to an item description in the Get It items page,
c.uresolver.getit2.item_list.status.ITEM_NOT_IN_PLACE	Item not in place	This is a status in the item list.
c.uresolver.getit2.item_list.status.ITEM_IN_PLACE	Item in place	This is a status in the item list.
c.uresolver.getit2.item_list.status.ACQ.with_expected_date	On order until {0}	This is a status in the item list (expiration date is included).
c.uresolver.getit2.item_list.status.TRANSIT.with_expected_date	In transit until {0}	This is a status in the item list (expected arrival time is included).
c.uresolver.getit2.item_list.status.NOPROCESS.with_no_expected_date	On Shelf	This is a status in the item list.
c.uresolver.getit2.item_list.status.WORK_ORDER_DEPARTMENT. with_expected_date	In process of {0} until {1}	This is a status in the item list (expiration date is included).
c.uresolver.getit2.item_list.status.LOST_LOAN.with_expected_date	Lost since {0}	This is a status in the item list.
c.uresolver.getit2.item_list.status.CLAIM_RETURNED_LOAN. with_expected_date	Claimed returned. Due on {0}	This is a status in the item list (due date is included).
c.uresolver.getit2.item_list.status.LOAN.with_expected_date	On loan until {0}	This is a status in the item list.
c.uresolver.getit2.item_list.status.OVERDUE.with_expected_date	On loan - overdue since {0}	This is a status in the item list.
c.uresolver.getit2.item_list.status.WORK_ORDER_DEPARTMENT. with_no_expected_date	In process of {0}	This is a status in the item list.
c.uresolver.getit2.item_list.status.ILL.with_expected_date	On ILL process until {0}	This is a status in the item list (when the Resource Sharing request has a due date.)
c.uresolver.getit2.item_list.status.ILL.with_no_expected_date	On ILL process	This is a status in the item list (when the Resource Sharing request doesn't have due date).
c.uresolver.getit2.item_list.status.TECHNICAL.with_no_expected_date	Technical	This is a status in the item list.
c.uresolver.viewit.related_type_list.CONTAINS	Related Records	This is the label for the relation type Contains. This label appears with View It related records. See the Enabling the Display of Related Records in Primo section for more information.
c.uresolver.viewit.relatedTemplate	@TITLE (@RelationType)	This is shown in View It.
c.uresolver.missingProvider	view full text	This is the link to the full text in View It.

Configuring Related Records for Electronic Services

This section applies only to Primo. For information on how to configure related records in Primo VE, see Configuring Related Record Services for Primo VE

Related records indicate to the OpenURL link resolver that, when a user receives a certain record in the search results, another record should also be returned as related. Certain MARC fields, called linking entries (such as MARC fields 76X-78X), allow records to link to related bibliographic records and to differentiate their relationships to users. For a full list of MARC fields that are used as linking entries, see Modifying the Display Labels for Related Electronic Services. For additional information regarding physical resources, see Configuring Related Records for Physical Inventory.

For electronic services, the configuration of related records are useful for the following reasons:

Articles sought by users may be available only in related versions of the journal.
Metadata in the OpenURL can be for one publication, but in fact, a related journal by another name is what the end user sought.
Vendors may list previous or newer versions in their holdings causing inconsistencies in the Community Zone. For example, the journal Civil Engineering Systems is now named Civil Engineering and Environmental Systems.

In the following example, View It displays the available services for the discovered record and the host record:

Related Records as Shown in View It

A close relation indicates that the two records should be considered identically useful in the search results. If the record requested in the OpenURL has close relations (MARC 773 and 774) with another record, electronic services for the related record are included in View It, with no indication that these services are for the related record. To the user, it seems as if these services are for the record sent in the OpenURL. Since the relation type is very close, it can be considered equivalent; and as far as the user is concerned, no distinction needs to be made. Other types of relations are considered remote and are listed under the Services for Related Titles section in View It.

To configure close relations to appear in the same section as the related titles in View It, see the Display closely related record services option in Enabling the Display of Related Records in Primo.

Modifying the Display Labels for Related Electronic Services

The DISCOVERY_INTERFACE_LABELS code table page enables you to modify the following labels in View It:

Title – The following code defines the label that displays above the list of related records in View It:
c.uresolver.ServicesForRelatedTitles
Relationship – The label that appears for each related entry in View It and Get It. To modify a label, see the relevant relationship in the table below.

Related Records as Shown in View It

See the illustrations below for examples of entries in the Discovery Interface Labels table (DISCOVERY_INTERFACE_LABELS).

Discovery Interface Labels Table - Services for Related Titles

Discovery Interface Labels Table - Additional Form

The following table presents the correlation between the MARC fields defined in the bibliographic record and the out-of-the-box labels that appear for each type of relation in View It. For information on modifying labels, see Configuring Service Labels in the Discovery Interface.

The labels and information that appear in the Primo's Details section is determined by the normalization rules that are defined in Primo.

Related Record Types
Relation/Type	MARC Field	UNIMARC Field	Location in Primo
Main series entry (remote)	760	410	View It: c.uresolver.viewit.related_type_list.MAIN_SERIES = Main Series
	Indicators 0#
	$w, $x	$1 and starts with 001
Subseries entry (remote)	762	411	View It: c.uresolver.viewit.related_type_list.SUBSERIES = Subseries
	Indicators 0#
	$w, $x	$1 and starts with 001
Original language entry (remote)	765	454	View It: c.uresolver.viewit.related_type_list.ORIGINAL_LANGUAGE = Original Language
	Indicators 0#
	$w, $x, $z	$1 and starts with 001
Translation entry (remote)	767	453	View It: c.uresolver.viewit.related_type_list.TRANSLATION = Translation
	Indicators 0#
	$w, $x, $z	$1 and starts with 001
Supplement entry (remote)	770	421	View It: c.uresolver.viewit.related_type_list.SUPPLEMENT = Supplement
	Indicators 0#
	$w, $x, $z	$1 and starts with 001
Supplement parent entry (remote)	772	422	View It: c.uresolver.viewit.related_type_list.SUPPLEMENT_PARENT = Supplement Parent
	Indicators 00
	$w, $x, $z	$1 and starts with 001
Host item entry (close)	773	461	View It and Get It: c.uresolver.viewit.related_type_list.PART_OF = Part Of Details: Display/Is Part Of (defined in Primo normalization rules For Primo VE, Get It does not display the type of relation after the title, and closely related items will always appear under the Locations for Related Titles section.
	Indicators 0#
	$w, $x, $z	$1 and starts with 001
Constituent unit entry (close)	774	462-464	View It and Get It: c.uresolver.viewit.related_type_list.CONTAINS = Contains For Primo VE, Get It does not display the type of relation after the title, and closely related items will always appear under the Locations for Related Titles section.
	Indicators 0#
	$w	462 $1 and starts with 001 463 $1 and starts with 001 464 $1 and starts with 001
	$x
	$z
Other edition entry (remote)	775	451	View It: c.uresolver.viewit.related_type_list.OTHER_EDITION = Other Edition
	Indicators 0#
	$w, $x, $z	$1 and starts with 001
Additional physical form entry (remote)	776	452	View It: c.uresolver.viewit.related_type_list.ADDITIONAL_FORM = Additional form
	Indicators 0#
	$w, $x, $z	$1 and starts with 001
Issued with entry (remote)	777	423	View It: c.uresolver.viewit.related_type_list.ISSUED_WITH = Issued With
	Indicators 0#
	$x	$1 and starts with 001
	$w
Preceding entry (remote)	780	430 431 432 433 434 435 436 437	View It: c.uresolver.viewit.related_type_list.PRECEDES = Precedes Details: Display/Relation – Related Titles: Earlier Title (defined in Primo normalization rules)
	Indicators 00, 01, 02, 03, 04, 05, 06, 07
	$w, $x, $z	$1 and starts with 001
Succeeding entry (remote)	785	440 441 442 443 444 445 446 447	View It: c.uresolver.viewit.related_type_list.SUCCEEDS = Succeeds Details: Display/Relation – Related Titles : Later Title (defined in Primo normalization rules)
	Indicators 00, 01, 02, 03, 04, 05, 06, 07, 08
	$w, $x, $z	$1 and starts with 001
Data source entry	786 $w, $x, $z		View It: c.uresolver.viewit.related_type_list.CONTAINS = Contains
Other relationship entry (remote)	787	412 413 424 425 455 456 470 481 482 488	View It: c.uresolver.viewit.related_type_list.OTHER_RELATIONSHIP = Other Relationship
	Indicators 0#
	$w, $x, $z	$1 and starts with 001
Series added entry-personal name	800 $w, $x		View It: c.uresolver.viewit.related_type_list.CONTAINS = Contains Details: Display/Relation – Series: (defined in Primo normalization rules)
Series added entry-corporate name	810 $w, $x		View It: c.uresolver.viewit.related_type_list.CONTAINS = Contains Details: Display/Relation – Series: (defined in Primo normalization rules)
Series added entry-meeting name	811 $w, $x		View It: c.uresolver.viewit.related_type_list.CONTAINS = Contains Details: Display/Relation – Series: (defined in Primo normalization rules)
Series added entry-uniform title	830 $w, $x		View It: c.uresolver.viewit.related_type_list.CONTAINS = Contains Details: Display/Relation – Series: (defined in Primo normalization rules)
Valid ISBN, ISSN, or other standard number (remote)	020 $a, $e	010 $a	View It: c.uresolver.viewit.related_type_list.REPLACED_BY = Replaced By
	022 $a, $e	011 $a
	024 $a	013 $a, 014 $a, 015 $a, 016 $a, 017 $a, 072 $a, 073 $a
Cancelled/invalid ISBN, ISSN, or other standard number (remote)	020 $z	010 $z	View It: c.uresolver.viewit.related_type_list.REPLACES = Replaces
	022 $y, $z	011 $g, 011 $y, 011 $z
	024 $z	013 $z, 014 $z, 015 $z, 01 $z, 017 $z, 072 $z, 073 $z
Linking ISSN (remote)	022 $l	011 $f	View It: c.uresolver.viewit.related_type_list.LINKS_TO = Links To

For more information about configuring related records, see Discovery Interface Display Logic for Related Records.

Enabling the Display of Related Records in Primo

To configure related records, you must have one of the following roles:

General System Administrator
Fulfillment Administrator

The Related Record Services Configuration page enables you to configure the electronic services and physical inventory for related titles that appear in the Primo.

To enable related record services:

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

Related Record Services Configuration Page

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.

Related Record Services Configuration Options – View It Section
Parameter	Description
Enable related record services	Select Yes if you want to display a record's related titles in View It. If enabled, the remaining fields allow you to restrict or modify the display of related titles for specific types of records.
Display related services if full text is available	Display services for related records if full text is available. Services for related records are not shown if there is a full-text service for the original record in the OpenURL.
Display related services for serials	Display related services for serials (which have a Journal material type).
Display related services for monographs	Include related services for monographs (which have a Book material type).
Deduplicate electronic collection services	Use deduplication of electronic collection services for remote related services. This causes Primo to display only one service if related records are associated with the same electronic collection.
Enable direct link for related services	Turn on the direct-linking feature.
Disable Related Record Services for Digital	Disable the display of related records for digital records.
Display closely related record services	How closely related services (which are defined with MARC 773 or 774 fields in the bibliographic record) should appear in View It: As part of the original services – Closely related services are placed in the list of regular services in View It with no indication that these services are for related titles. Separately from the original record services – Closely related services are placed under the Services for Related Titles section in View It.

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.

Related Record Services Configuration Options – Get It Section
Parameter	Description
Enable related record services	Select Yes if you want to display a record's related titles in Get It. If enabled, the remaining fields allow you to restrict or modify the display of related titles for specific types of records.
Display related holdings for serials	Select this option to display the related holdings records for serials.
Display related holdings for monographs	Select this option to display the related holdings records for monographs. Note that for monographs, related inventory appearing in Get It is considered when fulfilling title-level requests placed by the patron. If you disable the display of related records for monographs, the related records’ inventory that isn’t displayed is not considered when fulfilling title-level requests.
Display closely related records holdings	Select one of the following options to indicate how you want the closely related records (which are defined with MARC 773 or 774 fields in the bibliographic record) to appear in Get It: As part of the original holdings – Closely related records are placed in the list with the original holdings in Get It with an indication that these are related holdings, including title and relation type. Separately from the original record holdings – Closely related records are placed under the Locations for Related Titles section in Get It. See c.uresolver.getit2.display_related_holding_separately_from_original_record in the table above for more information. For Primo VE, related records are displayed separately, regardless of this setting.

Select Save.

Configuring Direct Linking

To configure direct linking, you must have one of the following roles:

Fulfillment Administrator
General System Administrator

Direct linking configuration enables Alma to skip the Services page and menu and link immediately to an electronic service (such as full text) when coming from an OpenURL-enabled source. If the OpenURL context object contains multiple electronic services, the OpenURL link resolver displays the first electronic service in the list (if the Enable direct linking and Enable direct linking when multiple services are available options are enabled). You can configure the order of the services in the Online Services Order page (see Configuring Online Services Order).

You configure direct linking on the Direct Linking Configuration page (Configuration Menu > Fulfillment > Discovery Interface Display Logic > Direct Linking). On this page you can enable direct linking and specify situations in which direct linking is overridden.

Direct Linking Configuration Page

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

To configure direct linking:

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.

Direct Linking Configuration Options
Parameter	Description
Enable direct linking when multiple services are available	Enable direct linking even when more than one 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 link 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.

Select Save.

Configuring General Electronic Services

To configure general electronic services, you must have one of the following roles:

General System Administrator
Fulfillment Administrator

This section applies only to Primo. For information on how to configure general electronic services in Primo VE, see Configuring General Electronic Services for Primo VE

In addition to services found in your own collection (such as full text, requests, and so forth), Alma enables you to define general HTTP services (such as searches in ProQuest dissertations and Amazon.com, Ask a Librarian, and so forth) to present to patrons in Primo. To have these services appear in Leganto, see Enabling General Electronic Services in Leganto.

Electronic Service Example (Primo View It)

In order to create a general electronic service, you must be familiar with the syntax of the service’s URL, which includes any parameters that are required to query or access specific information from the service. The service’s URL along with OpenURL context object attributes returned from Alma’s link resolver are used to define the URL template, which Alma uses to create the service link that appears in View It and/or Get It.

In addition, you can configure the following display settings for general electronic services:

Specify service order – see Configuring General Electronic Services Order
Define display logic rules – see Configuring Display Logic Rules

You can also share your general electronic services in the Community Zone, and use general electronic services defined by other institutions. See Sharing General Electronic Services in the Community Zone.

To configure general electronic services:

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.

General Electronic Services List
Select Add Service. The Add Service dialog box opens.

Add Service Dialog Box
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 & 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, and in Alma-Summon & Primo VE, in which the link displays. The following options are valid in Primo: None, Getit. The following options are valid in Alma-Summon & Primo VE: How to 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 external service link is comprised of the base URL of the service, and any parameters that are required to query or access specific information from the service. It is formatted according to the syntax of the URL of the service. For more information, see URL Template.
- 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.
  
  To prevent potential performance issues, the Item level General Electronic Services cannot be used for the If Exists portion of Display Logic Rules.
  
  For more information, see Item Level General Electronic Service.

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.

Service Details Page (Service Details Tab)
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:

When a guest user or a user without a configured campus performs any of the campus-level disabling activities, Alma disables/hides the service based on a self-ownership check done at the institution level.
- 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.

Service Availability Rules Tab
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.
- The available attributes are standard OpenURL attributes. For more information, see Commonly Used OpenURL Attributes for the URL Template.
- The following item level attributes may be used when item level services are configured:
  - material_type
  - item_policy - values are populated from the institution's Item Policy table. See Configuring Item Policies.
  - process_type
  - base_status - values are Item not in place and Item in place.
- Adding parameters within a rule will cause the parameters to have an AND relationship with each other, meaning that all values must be true before the rule is considered true. For OR conditions, where only one of values must be true, parameters should be entered separately in a new rule.
- If multiple rules evaluate to true, the output parameter will be applied based on the first rule that is true.
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.

In a collaborative network, you can create general electronic services in the Network Zone and then distribute them to member institutions. The member institutions have view permission to the distributed records but are not able to edit or delete them. When the Network Zone general electronic service has been distributed, the local list will show either the distributed records only or both the distributed records and the previous local general electronic service records, depending on the configuration in the customer parameter, network_ges_distribution_members_behavior.

General Electronic Services New UI.png

General Electronic Services List for a Member Institution

For more information, see Configuring Fulfillment Information in the Network Zone.

URL Template

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

Commonly Used OpenURL Attributes for the URL Template

The OpenURL attributes returned from Alma’s link resolver are grouped by the following general categories:

OpenURL Attribute Categories
Category	Prefix	Description
Requester	req.	Information about the requesting entity, that is, the patron. Not used when creating service availability rules for general electronic services.
ReferringEntity	rfe.	Information about the referring entity, i.e. Primo. Not used when creating service availability rules for general electronic services.
Referent	rft.	Information about the requested item.
ServiceType	svc.	Whether a particular format of the Referent is available: "yes" or "no". For example, whether the requested target is available as an abstract or as full text. Multiple service types may be available.
Other	various	Other returned values are unused, unless noted below.

The following are commonly returned attributes that can be used to create service availability rules:

Commonly Returned OpenURL Attributes from Alma’s Link Resolver
Attribute	PNX Mapping	MARC 21 Fields	Description
req_id			The PDS handle (see Identify Patrons to Provide Relevant Services)
rft.advisor			Advisor, for a dissertation
rft.applcc			Application country code in ISO two-character format, for a patent. The country in which the patent application was main.
rft.appldate			Date of application, for a patent
rft.applyear			Year of application, for a patent
rft.artnum	addata/artnum		Article number. Assigned by the publisher. A URL may be the only usable ID for an online article.
rft.assignee			Assignee, for a patent: "Smith, John J.", "IBM"
rft.atitle	addata/atitle		Article or chapter title
rft.au	addata/au	100 or 110 or 111	One author's full name: "Smith, Fred James Jr."
rft.aucorp	addata/aucorp		Organization or corporation that created document: "Mellon Foundation"
rft.aufirst			First author's given name: "Fred James" May have spaces and punctuation.
rft.auinit	addata/auinit		First author's first and middle initials
rft.auinit1	addata/auinit1		First author's first initial
rft.auinitm	addata/auinitm		First author's middle initial
rft.aulast	addata/aulast		First author's last name: "Smith" May have spaces and punctuation.
rft.ausuffix	addata/ausuffix		First author's name suffix: "Jr." etc.
rft.bici	addata/bici		Book Item and Component Identifier (BICI code)
rft.btitle	addata/btitle	For the LDR positions, see Fields that Identify the Bibliographic Material Type.	Book title, if the LDR material_type = BK. See rft.jtitle.
rft.cc			Publication country code, in ISO two-character format: "US". See co.
rft.chron			Enumeration or chronology not in standard format: "1st quarter". Where possible, use date. See ssn and quarter.
rft.co			Publication country: "United States". See cc.
rft.coden	addata/coden		CODEN (alphanumeric code)
rft.date	addata/date		Publication date. For a patent, this is the date that the patent was issued. Format is YYYY, YYYY-MM, or YYYY-MM-DD.
rft.day			Publication day
rft.dcContributor			Dublin Core contributor: person, organization, or service
rft.dcCreator			Dublin Core creator: person, organization, or service
rft.dcDescription			Dublin Core description: abstract, table of contents, graphical representation, or free text
rft.dcFormat			Dublin Core format: File format, physical medium, or dimensions, such as MIME type
rft.dcIdentifier			Dublin Core identifier: Unambiguous resource identifier
rft.dcLanguage			Dublin Core language: Resource language
rft.dcPublisher			Dublin Core publisher: person, organization, or service
rft.dcRelation			Dublin Core relation: A related resource
rft.dcRights			Dublin Core rights: Rights information
rft.dcSource			Dublin Core source: A related resource from which this resource was taken
rft.dcSubject			Dublin Core subject: keywords and classification codes
rft.dcTitle			Dublin Core title: Resource title
rft.dcType			Dublin Core type: nature and genre, such as described by DCMITYPE. For format, see dcFormat.
rft.degree			Degree issued, for a dissertation
rft.doi	addata/doi		DOI (digital object identifier) field
rft.edition	display/edition	250 a	Book edition, typically a phrase, with or without numbers: "First edition", "4th ed.".
rft.eisbn	addata/eisbn	020 a if there is no 020 e and the record is not physical; otherwise 020 e	International Standard Book Number for electronic version. May be multiple ISBN, separated by commas. May contain a hyphen. May or may not be distinct from rft.isbn.
rft.eissn	addata/eissn	022 a if there is no 022 e and the record is not physical; otherwise 022 e	International Standard Serial Number for electronic version. May be multiple ISSN, separated by commas. May contain a hyphen. May or may not be distinct from rft.issn.
rft.epage	addata/epage		End page of article/chapter within volume/issue.
rft.format	addata/format		MIME type of the format
rft.genre	addata/genre		One of: article: document published in a journal book: complete in a single part, often identified by an ISBN bookitem: section of a book, usually with a title or number conference: record of a conference (one or more conference papers) issue: single issue preprint: paper or report published in print or electronically prior to publication in journal or serial proceeding: conference presentation published in a journal or serial publication report: report or technical report published by an organization, agency, or governmental body unknown
rft.inst			Issuing institution, for a dissertation
rft.inventor			Inventor’s full name: "Smith, John J.". For a patent.
rft.invfirst			Inventor’s given names: "John J.". For a patent.
rft.invlast			Inventor’s last name: "Smith". For a patent.
rft.isbn	addata/isbn	020 a if there is an 020 e; otherwise 776 z if the record is not physical or 020 a if there is no 020 e and the record is physical	International Standard Book Number. Nine digits plus a check digit. May contain hyphens.
rft.issn	addata/issn	022 a if there is no 022 e and the record is phpysical; otherwise 022 a if there is an 022 e or 776 x if the record is not physical	International Standard Serial Number. May contain a hyphen. ISSN for a book may be associated with the series.
rft.issue	addata/issue		Journal issue: "Spring 1998". Typically numeric.
rft.jtitle	addata/jtitle	For the LDR positions, see Fields that Identify the Bibliographic Material Type.	Full journal title, if the LDR material_type = CR. See rft.btitle. For example, "Journal of the American Medical Association". For short title, use stitle.
rft.kind			Patent kind code, for a patent: "AU A1". Kind codes are meaningful within the country of origin.
rft.month			Publication month
rft.number			Application number, for a patent
rft.object_type		For the LDR positions, see Fields that Identify the Bibliographic Material Type.	The LDR material_type. The default is BOOK.
rft.oclcnum	addata/oclcid	035 a,z	OCLC control number or journal level OCLC number. May be multiple OCLC control numbers, separated by commas.
rft.pages	addata/pages		Start and end pages of article/chapter within volume/issue: "53-58". Can also contain pages not in sequence, e.g. "12-6,64-67". See spage and epage.
rft.part	addata/part		Either a subdivision of, or in place of, volume. Examples: "B", "Supplement".
rft.place	addata/cop	260 a or 264 a	Publication place: "New York".
rft.prioritydate			Priority date, for a patent
rft.pub	addata/pub	502 a,c or 260 b or 264 b	Publisher name: "Harper and Row".
rft.pubdate		260 c or 260 g or 264 c or 362 a or 008(date1)	Publication date, for a patent
rft.publisher		502 a,c or 260 b or 264 b	Publisher name
rft.pubyear			Year of publication
rft.quarter	addata/quarter		Chronology: "1", "2", "3", or "4". For non-standard chronology, use chron.
rft.series	addata/seriestitle		Title of the series that contains this book. There may also be an ISSN associated with the series.
rft.sici	addata/sici		Serial Item and Contribution Identifier (SICI code)
rft.spage	addata/spage		Start page of article/chapter within volume/issue
rft.ssn	addata/ssn		Season: "winter", "spring", "summer", or "fall". For non-standard season, use chron.
rft.stitle	addata/stitle	245 a	Short journal title: "J Am Med Assn". For full title, use jtitle.
rft.title		245 a,b	Book title (deprecated: use btitle), journal title (deprecated: use jtitle), dissertation title, patent title
rft.tpages			Total pages: "392". Typically only for monographs (books and printed reports). May not be numeric: "F96".
rft.volume	addata/volume		Journal volume: "124". Typically numeric, but may be roman numerals, etc.
svc.abstract			Abstract
svc.any			Any format
svc.citation			Citation
svc.fulltext			Full text
svc.holdings			Holdings information. This field is not used to hide services based on whether the record has holdings. If it is included in the OpenURL, it will be saved in the Context Object for use in the GES.
svc.ill			Interlibrary loan

Item Level General Electronic Service

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}.

Sharing General Electronic Services in the Community Zone

To share and copy shared General Electronic Services, you must have one of the following roles:

Fulfillment Administrator
General System Administrator

Institutions spend many hours creating general electronic services. In order for these institutions to save time and effort, librarians can contribute their general electronic services to the Community Zone and copy and use the general electronic services that other institutions contributed to the Community Zone. Once the general electronic service has been copied to the institution, the institution can make changes to it in order to customize it for its needs.

When a general electronic service is contributed, all its related rules are contributed as well.

Contributed general electronic service appear in the Community tab on the General Electronic Services page (Alma Configuration > Fulfillment > Discovery Interface Display Logic > General Electronic Services). Copied general electronic services appear in the Institution tab.

The general electronic services set by the network institution also appear in the Institution tab. To distribute the general electronic service to consortia members, the Distribute Fulfillment Network Configuration job is used (see Configuring Fulfillment Information in the Network Zone). This is since these general electronic services are managed by the network institution and therefore, cannot be edited or contributed by the member institution.

To contribute general electronic services to the Community Zone:

From the row actions, select Contribute for a general electronic service on the Institution tab of the General Electronic Services page (Alma Configuration > Fulfillment > Discovery Interface Display Logic > General Electronic Services).

A confirmation message appears.
You can optionally change the Service Code and Service Name.
It is recommended that you change the Description to include detailed information for institutions that will copy the GES.
You can optionally enter or change the name and email address for the Contact person.
Select Confirm. The service appears in the Community tab and can be copied by any institution.

In case the general electronic service has been already contributed by the institution to the CZ, you may also edit and re-contribute an edited general electronic service. The latest general electronic service overwrites the previous general electronic service. This action has no effect on local copies of the general electronic services used by other institutions.

To view contributed general electronic services and/or copy a contributed services:

Open the Community tab on the General Electronic Services page (Alma Configuration > Fulfillment > Discovery Interface Display Logic > General Electronic Services).
To view more information about the general electronic services, from the row actions, select View. The profile details appear.
Select Copy in the row actions list of the general electronic service. The general electronic service is copied to your institution and the new general electronic service is opened for editing. The general electronic service is copied and Its status is Inactive by default.
Edit the general electronic service details to match your requirements.
When you are done, select Save.
Select the Institution tab to view the general electronic service that you copied.

To remove (unshare) a general electronic service you contributed from the Community Zone:

Select Delete in the row actions list of the general electronic service and select Confirm in the confirmation dialog box.

The general electronic service is no longer available to other institutions. However, it is not deleted; you can continue using it in the Institution tab. Also, if another institution already copied this general electronic service, the deletion of your general electronic service has no effect on their local copy.

Configuring Viewer Services

To configure viewer services, you must have one of the following roles:

General System Administrator
Fulfillment Administrator

You can configure the digital file viewers that may appear after selecting to view a digital file (after selecting View It on the search results page; see Using the OpenURL Link Resolver Electronic Services Page). For more information, see the Developer's Network documentation at https://developers.exlibrisgroup.com/alma/integrations/digital/almadigital/access. Also see the parameter delivery_service_allowed_origins in Configuring Other Settings.

Viewer Services

There are three viewers available in Alma out-of-the-box: the Internet Archive Book reader, the Alma Viewer, and the Universal Viewer. The Alma Viewer is Alma’s default viewer. It uses the browser’s HTML5 players and so is capable of displaying any format that is natively supported by the different browsers (such as various video, audio, and image formats). For other formats it provides a download option.

The Universal Viewer is based on IIIF – the International Image Interoperability Framework, and it provides advanced capabilities for viewing high-resolution images for the tiff, jpeg, and jpeg2000 formats, such as rotate and zoom-in/zoom-out actions.

The Internet Archive Book reader is also based on IIIF and provides capabilities for viewing images. It allows you to perform text searches in digital files when a full text file is uploaded to Alma.

You can enable, disable, edit, add and remove digital viewers on the Viewer Services page (Configuration Menu > Fulfillment > Discovery Interface Display Logic > Viewer Services).

Drag the services and rearrange their order to change the order in which they appear on the View It tab.

To add a digital viewer, select Add Service.

Add Digital Viewer

To configure the service availability rules for a viewer:

Select Edit for a viewer and select the Service Availability Rules tab.

Service Availability Rules
Select Add Rule. The following appears:

Add Service Availability Rule
Enter a name and description.
In the Input Parameters section, select Add Parameter. The following appears:

Add Parameter
Select a name, operator, and value, and select Add parameter.
In the Output Parameters section, select True or False from the Display drop-down list to determine if the viewer is displayed when the rule is true or when it is false.
Select Save.

The rule is added to the list of service availability rules.

To configure the Alma Viewer:

Select Edit for the Alma Viewer and select the Service Details tab.

Alma Viewer Service Details

The following configuration options are available:

Hide Repeated Labels – display repeated labels in a list under the label.
If you enter a delimiter in the Delimiter for Grouping Repeated Delivery Metadata field located at Configuration > Fulfillment > Discovery Interface Display Logic > Other Settings, this field does not appear. To have it appear, you must remove the delimiter. For more information, see Configuring Other Settings.
Use New Viewer – display digital resources using the new Alma Viewer.
The new Alma Viewer is not currently supported for Internet Explorer and Edge browsers. Support for these browsers will be added in July.
Hide Fulltext – Hide the display of full text in the new Alma viewer.

To configure the Universal Viewer to display the Download Original File icon:

Select Edit for the Universal Viewer and select the Service Details tab.

Universal Viewer Service Details
Select the Display Original Image Download Link to display the Download Original File icon in the Universal Viewer.

To customize the Alma Viewer using Primo Studio:

Select Edit for the Alma Viewer and select the Customization tab.
Select a Primo View and a Representation ID to use as an example when configuring the viewer.
Select Generate Link. The Open Primo Studio link appears.

Customize the Alma Viewer using Primo Studio
Select Open Primo Studio to open Primo Studio and customize the viewer.

For more information on using Primo Studio, see Using Primo Studio.

Configuring the Order of Online Services

To configure the order of online services, you must have one of the following roles:

General System Administrator
Fulfillment Administrator

With 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. 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.

Online Services Order Page

You can only configure the online services order at the institution level. Select the required institution from the Configuring filter on the Fulfillment Configuration page.

To configure the display order of services:

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.
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 Alma 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 EBSCO, 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, there are two vendors with a preferred ID, ProQuest and Gale.
- 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.

Configuring the Order of General Electronic Services

To configure the order of general electronic services, you must have one of the following roles:

General System Administrator
Fulfillment Administrator

With the General Electronic Services Order page, you can configuring the order in which general electronic services appear in Primo. Like other services, you can also assign services to appear in the first or last group in the list, or order them in a specific sequence.

General Electronic Services Order Page

You can only configure the order of general electronic services at the institution level. Select the required institution from the Configuring filter on the Fulfillment Configuration page.

To configure the display order of general electronic services:

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.

Dialog Box for Add to Top List
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.

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 location display priority primarily by availability. Holdings with the greatest number of available items are displayed first (this cannot be configured). 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

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

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 select this order on the Locations Ordering Profile page (Configuration Menu > Fulfillment > Discovery Interface Display Logic > Locations Ordering Profile).

Locations Ordering Profile Page

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 a locations ordering profile:

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

When this option is set to Yes, all other ordering options on this page are disabled.
In the Use "IP best location” sorting field, select Yes to configure the display of holdings by location. 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:
- On the library level (see Managing IP Definitions for a Library)
- On the campus level (see Editing a Campus)
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.
Select Save.

Configuring Other Settings

On the Other Settings page (Configuration Menu > Fulfillment > Discovery Interface Display Logic > Other Settings), additional settings are available to configure how Alma information appears in Primo.

Other Settings Page under Fulfillment Configuration

Displaying License Information

Alma allows you to display an electronic resource's license information in View It. The displayed terms of the license can be configured in Alma, as well as the license-related labels that display in View It.

This section applies only to Primo. For information on how to configure license information to display in Primo VE and Alma-Summon environments, see Displaying License Information

Show License Link in View It (Classic Primo UI)

After the user selects the Show license link, the name of the link changes to Hide license, and the license information appears as configured in Alma:

License Terms Displayed in View It (Classic Primo UI)

For more information, view the Display License Information in View It video (5:02 mins).

To configure the display of license-related information, the following roles are necessary:

Acquisitions Administrator
Fulfillment Administrator
General System Administrator

To display license information in View It:

Specify which license terms to display in View It. For information on the Display to Public field, see To add a license term:.
If needed, modify the license-related labels, which are defined by the codes that contain a c.uresolver.viewit.license prefix. For more information, see Configuring Labels.
Open the Other Settings page (Configuration Menu > Fulfillment > Discovery Interface Display Logic > Other Settings).
Select the Enable Display of License Information check box.
Select Save.

For more information on configuring the license terms in Alma, see Managing License Terms.

Displaying Access Model

To control the presentation of the access model to patrons in Primo, select the Enable Display of Access Model parameter. This displays the access model information in Primo, based on the access model indicated in the electronic portfolio (see Real-Time Ordering).

This option is disabled by default.

Include Representation Services Statistics in Analytics

The Include Representation services in link resolver statistics parameter allows you to include representation services usage in analytics link resolver statistics.

Enable Delivery Login

You can determine if the delivery login link from the Alma Viewer and from digital services in the link resolver is displayed. For more information, see The Alma Viewer.

Configure Maximum Number of Representations in ViewIt/Primo

The Max. Number of Representations in View It parameter allows you to define the maximum number of digital representations that appears in View It. If there are more representations to display than the number configured here, a More... link appears. The patron can select More... to display the full list of representations available in a new browser tab.

Configure Order of View It Services

The Order of ViewIt Services parameter allows you to configure whether electronic or digital services appear first in View It. Select Electronic, Digital or Digital, Electronic.

Configure How Representations are Grouped in ViewIt/Primo

To configure how representations are grouped in View It, select an option from the Group Representation Delivery Services by drop-down list:

Viewer – representations are grouped by viewer
Representation – representations are listed separately with the available viewers for each representation.

Configure a Delimiter for Grouping Delivery Metadata with Repeated Labels

To configure a delimiter for metadata with repeated labels in digital viewers, enter a delimiter to the Delimiter for Grouping Repeated Delivery Metadata field.

If you enter a delimiter in the Delimiter for Grouping Repeated Delivery Metadata field, the Hide Repeated Labels checkbox for the Alma Viewer in Configuration > Fulfillment > Discovery Interface Display Logic > Viewer Services > Alma Viewer does not appear. To have it appear, you must remove the delimiter. For more information, see Configuring Digital File Viewer Services.

Use Primo VE Metadata Fields for Delivery

For Primo VE customers only, you can configure the metadata fields that appear in Alma viewers with the same page that you use to configure the metadata fields for Primo VE. This allows you to display the same descriptive information in Alma viewers as you do in Primo VE. To enable this feature, select the Use Primo Metadata Fields for Delivery check box. For information on how to configure metadata for Primo VE, see Configuring the Details Service for Primo VE.

Descriptive Information in the Alma Viewer

When this check box is selected, the method used to configure metadata for Primo VE replaces the Alma method, and the following options are disabled:

The Delimiter for Grouping Repeated Delivery Metadata field on this page is disabled.
The Delivery Profiles Metadata page (Configuration > Fulfillment > Delivery Profiles Metadata) is hidden. For more information on this method, see Configuring Delivery Profiles Metadata.

Using Standard Identifiers

With the Find GetIt services based on standard identifiers only parameter (Configuration Menu > Fulfillment > Discovery Interface Display Logic > Other Settings), the Primo/Primo VE Get It feature (that you select to request/discover local Alma physical holdings) uses the following strong standard identifiers:

ISSN
E-ISSN
ISBN
E-ISBN
LCCN
CODEN
OCLC Unique Number
Other System Number

Using strong identifiers generally provides better results.

By default, this option is not selected; and the original logic for matching on title or title + author is used. This weaker matching criteria may provide less desirable Get It results.

Note that when you select Get It from your Primo/Primo VE search results and the Find GetIt services based on standard identifiers only parameter is selected, holdings that were received from an OpenURL (in your Primo/Primo VE search results) are ignored when Alma processes the Get It request if those holdings do not include or match on any of the strong standard identifiers shown above.

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.

This functionality is not applicable to Alma-Summon environments.

Mapping a Primo View to Libraries

To add libraries to the list of initial libraries in Get It:

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.

Customizing Primo Request Forms

To configure the displayed fields on the Primo request forms, you must have one of the following roles:

General System Administrator
Fulfillment Administrator

This section applies only to Primo. For information on how to configure request forms for Primo VE and Alma-Summon environments, refer to the following sections:

You can hide non-mandatory fields on Primo request forms: hold request, booking request, and digitization request. All fields, except the General Use Label field, are visible by default.

For the digitization request form, you can customize the default value for the Partial field using the uresolver_partial_digitization_default_value parameter on the Other Settings page (see Configuring Other Settings) and then hide it using this feature. This is useful, for example, to restrict patron digitization requests to partial digitization requests.

The General Use Label field is hidden by default. This field is a general field for providing information to the patrons. To configure this text, see Configuring Service Labels in the Discovery Interface.

The Calculate Queue button is available on the Hold Request Form and the Booking Request Form to allow a Primo patron to view his or her request's place in the queue before submitting the request. The button is hidden by default but can be made visible by setting the Display to Public value to true for the calculateQueueButton.

The Item Availability option is available on the Resource Sharing Form. When the field is selected, a real time background check is performed when a patron opens a request form on the Primo Get It tab, or using the blank request form to determine whether any rota partner has a requestable copy of the resource. The check works with other alma partners or brokers and functions with the same rules as the regular locate process. An indication is displayed as to which partners have the item available. A warning is displayed to the patron if a copy appears to be unavailable. If one of the partners does not have a locate profile, an error message is displayed, Availability information can't be retrieved.

The forms are customized on the following pages:

Hold Request Form - Primo:Configuration Menu > Fulfillment > Discovery Interface Display Logic > Hold Request Form Customization; Primo VE: Configuration Menu > Discovery > GetIt Configuration > Hold and Booking Request

Hold Request Form Customization Page
Booking Request Form - Primo: Configuration Menu > Fulfillment > Discovery Interface Display Logic > Booking Request Form Customization; Primo VE: Configuration Menu > Discovery > GetIt Configuration > Hold and Booking Request

Booking Request Form Customization Page
Digitization Request Form - Primo: Configuration Menu > Fulfillment > Discovery Interface Display Logic > Digitization Request Form Customization; Primo VE: Configuration Menu > Discovery > GetIt Configuration > Digitization Request

Digitization Request Form Customization Page
Purchase Request Form - Primo: Configuration Menu > Fulfillment > Discovery Interface Display Logic > Purchase Request Form Customization; Primo VE: Configuration Menu > Discovery > GetIt Configuration > Purchase Request

Purchase Request Form Customization Page

To customize the visible fields on a Primo request form:

On the relevant page (see above), for each field that you want to change, select Customize and then select the desired option from the Display to Public drop down box (No to hide the field, Yes otherwise).
Mandatory fields such as the Pickup Location field cannot be hidden.
Select Save.

Customizing Primo Resource Sharing Forms

To configure the displayed fields on the Primo resource sharing forms, you must have one of the following roles:

General System Administrator
Fulfillment Administrator

This section applies only to Primo. For information on how to configure resource sharing forms for Primo VE and Alma-Summon environments, refer to the following sections:

For more information about customizing Primo's resource sharing forms, see the Customizing Primo Resource Sharing Forms video (1:03 mins).

You can hide non-mandatory fields on Primo resource sharing request forms. All fields are visible by default.

You must enable the rs_use_new_mashup_form parameter on the Other Settings page (see Configuring Other Settings) for the Resource Sharing Form Customization link to appear on the Fulfillment Configuration menu.

Access the Resource Sharing Form Customization page (Primo: Configuration Menu > Fulfillment > Discovery Interface Display Logic > Resource Sharing Form Customization; Primo VE: Configuration Menu > Discovery > GetIt Configuration > Resource Sharing Request).

Resource Sharing Form Customization Page

The currency in the Maximum Fee field label may be suppressed. Set the rs_add_currency_to_mashup_form customer parameter to False. For more information, see Configuring Other Settings (Fulfillment).

To customize the visible fields on a Primo request form:

You can set the order of the fields on the request form, by sorting the fields in this mapping table. There are two methods to change a field's location in the list.
Select the up or down arrow next to the field to move until the field is in the desired order.
Select the check box to the left of the arrows. In the drop-down box below the section, select a field name or First or Last. Select the Move Selected button. If a field name is chosen, the checked field will move to the position just above the field in the drop-down box.
Italicized fields in the Book fields and Article fields sections may not be moved. Italicized fields in the Delivery information fields section will move together as a group with the non-italicized field immediately above them.

The Copyright and Copyright statement fields in the Delivery information fields section must be kept together but are not programmatically restricted to move together as a group. Note that the copyright content only appears if configured previously, see Configuring a Resource Sharing Copyright Declaration.
Select or deselect the Mandatory and Visible check boxes as desired.
Select Save.

The default level of service is only selected in Primo when using the new form (by setting the rs_use_new_mashup_form parameter to True).

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

To configure display labels:

Add a row for the display label, including the code, the description, and whether the code is the default value. Select Add Row.
From the Filter drop-down, select the language for which you will enter a translation value.
In the Translation field of the label, enter the value that will appear in the translation.
If there are additional languages that will use a translation value, select the next language from the Filter drop-down and repeat step 3.
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 VE 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.

Primo Customized Holding Mapping Table

To configure the holdings display:

Edit the Primo Customized Holding mapping table (Configuration Menu > Fulfillment > Discovery Interface Display Logic > Holdings Display Customization).
Select Add Row.
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.
Select Add Row to save the row and to return to the mapping table.
Make sure that the new row is enabled.
If this is the first customization of this table, select Customize. Otherwise, select Save.

Configuring Primo Fines & Fees Currency Symbols

To configure the displayed currency symbols on the Primo fines and fees listing, you must have one of the following roles:

General System Administrator
Fulfillment Administrator

Currently, this capability is applicable to Alma-Primo environments only.

You can define the currency symbol exposed to the Primo user in Fine & Fees under My Account. The table is empty by default and can be customized according to the institution's enabled languages.

Access the Currency Symbols page (Configuration Menu > Fulfillment > Discovery Interface Display Logic > Currency Symbols).

Currency Symbols

To configure currency symbols:

Add a row for the currency type, including the currency description and whether the description is the default for this currency. Select Add Row.
From the Filter drop-down, select the language for which you will enter a translation value.
In the Translation field of the currency, enter the value that will appear in the translation of the Primo Fines & Fees page.
If there are additional languages that will use a translation value, select the next language from the Filter drop-down and repeat step 3.
Select Save.

Configuring the Collection Title Sorting Routine

You can configure the options that display in the Sort titles by drop-down list (Resources > Manage Collections > Edit Collection > Discovery Tab), which defines the default sort type on the Collection's page in Primo and Primo VE.

Sort Titles By Drop-Down List - Discovery Tab in Collection Editor

For Primo only, you configure the options in this list from the Collection Title Sorting Routine table (Configuration Menu > Fulfillment > Discovery Interface Display Logic > Collection Title Sorting Routine).

The active codes in this table must match the codes defined in Primo's Sort Fields Config mapping table (Primo Home > Advanced Configuration > All Mapping Tables > Sort Fields Config).

Collection Title Sorting Routine