Discovery Interface Display Logic

1. 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

2. Select Add Service. The Add Service dialog box opens.

   

   Add Service Dialog Box

3. 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.

   • Display Location – Specify the areas within a record's full display that you want to display the GES link. The following options are valid in Primo: None, Getit, Viewit, and Getit & Viewit.

     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 - This option displays only when Display Location is set Getit. 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.

     To prevent potential performance issues, 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.

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

5. Edit the new row to configure additional service details.

   The Service Details page appears.

   

   Service Details Page (Service Details Tab)

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

7. To hide 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.

8. Select the Service Availability Rules tab.

   The Service Availability Rules tab displays the rules that the system uses to determine whether a service should be hidden from the user. Each service has a default rule that is applied when none of the other rules apply. The Default general electronic service rule hides the service by default (IsDisplay=False). You can edit the default rule and add rules as needed.

   

   Service Availability Rules Tab

9. 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.

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

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.

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.

1. Select Edit for a viewer and select the Service Availability Rules tab.
   
   Service Availability Rules
2. Select Add Rule. The following appears:
   
   Add Service Availability Rule
3. Enter a name and description.
4. In the Input Parameters section, select Add Parameter. The following appears:
   
   Add Parameter
5. Select a name, operator, and value, and select Add parameter.
6. 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.
7. Select Save.

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

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.
• Hide Fulltext – Hide the display of full text in the new Alma viewer.

1. Select Edit for the Universal Viewer and select the Service Details tab.
   
   Universal Viewer Service Details
2. Select the Display Original Image Download Link to display the Download Original File icon in the Universal Viewer.

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

   

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

1. 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

2. In the Service type field, select General Electronic Service.

3. In the Service name field, select Service.

4. In the Service value field, select a service value.

5. 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.

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

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.

The Primo View Mapped into Alma Libraries page allows you to filter the list of libraries that initially appear in Primo Get It when presenting availability information about an inventory item. If libraries are configured, these libraries initially appear for the item; the patron can see all of the libraries after removing the filter. If no libraries are configured, all libraries appear by default.

In the following example, the Main library has available items, but it has been filtered from the list of locations because one or more libraries other than the Main library were configured on the Primo View Mapped into Alma Libraries page. Users can view the Main library's items by selecting Unfilter.

1. Open the Primo View Mapped into Alma Libraries page (Primo: Configuration Menu > Fulfillment > Discovery Interface Display Logic > Primo View to Libraries; Primo VE: Configuration Menu > Discovery > GetIt Configuration > Primo View to Libraries).

   

   Primo VE View Mapped into Alma Libraries Mapping Table

2. Add a library to the list:

   1. Select Add Row to open the dialog box.

   2. Specify the following fields:

      • View – Specify the Primo/Primo VE 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.

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

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 and then hide it using this feature. This is useful, for example, to restrict patron digitization requests to partial digitization requests. You can also use the display_additional_digitization_attributes parameter to add more fields to the partial form (see Configuring Other Settings).

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 Manual Description field is a free text field which allows patrons to place a request on a physical holding with no cataloged items (“General Hold” or “General Digitization” requests), or on an uncatalogued item of a serial title (“Request another issue” or “Digitize another issue” requests). Alternatively, the library can expose structures description fields, which are easier for patrons to fill in and are auto-populated from openURL when available: Volume, Issue, Part, Publication Date – these fields then populate the manual description of the request in a structured way to help librarians find the requested item (for hold requests Chapter/Article Author, Chapter/Article Title, Start Page and End Page are also mapped to Manual Description in Alma). For digitization requests, these fields have their own dedicated fields in Alma. If requesting uncatalogued items is supported in the library, it is recommended to display either the manual description or structured description fields and to configure the manual_description_or_alternative_fields discovery label accordingly.

The Relevant For column is only for information and shows which scenarios each field is "relevant for" if displayed: A regular hold/digitization request, General Hold or Digitization” requests (a request on a physical holding with no cataloged items) and/or Another Issue requests (requesting an uncatalogued item of a serial title where none of the catalogued items suit the patron’s needs).

The forms are customized on the following pages:

• Hold Request Form - Configuration Menu > Fulfillment > Discovery Interface Display Logic > Hold Request Form Customization

  
  Hold Request Form Customization Page
• Booking Request Form - Configuration Menu > Fulfillment > Discovery Interface Display Logic > Booking Request Form Customization
  
  Booking Request Form Customization Page
• Digitization Request Form - Configuration Menu > Fulfillment > Discovery Interface Display Logic > Digitization Request Form Customization
  
  Digitization Request Form Customization Page
  To display the following fields in partial digitization requests other than general digitization or digitize another issue, you must set the display_additional_digitization_attributes parameter to true:

  • chapterArticleAuthor
  • chapterArticleTitle
  • startPage
  • endPage

  For more information, see Configuring Other Settings (Fulfillment).

• Purchase Request Form - Configuration Menu > Fulfillment > Discovery Interface Display Logic > Purchase Request Form Customization
  
  Purchase Request Form Customization Page

1. 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.
2. Select Save.

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).

1. 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.
2. Select the up or down arrow next to the field to move until the field is in the desired order.
3. 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.
4. Select or deselect the Mandatory and Visible check boxes as desired.
5. 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).

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).

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

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.

1. Edit the Primo Customized Holding mapping table (Configuration Menu > Fulfillment > Discovery Interface Display Logic > Holdings Display Customization).

2. Select Add Row.

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

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

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

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

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

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

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

5. Make sure that the new row is enabled.

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

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).

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