Discovery Interface Display Logic

• 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).

• 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)

• 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.

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 Primo View It and/or Get It.

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

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

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

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

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

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

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

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

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

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

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

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

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

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

     ProQuest - Dissertation Service. For example:

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

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

     • rft.normalized_isbn

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

     • rft.normalized_issn

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

     • rft.normalized_Eisbn

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

     • rft.normalized_Eissn

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

     For more information regarding OpenURL, refer to the following:

     • Commonly Used OpenURL Attributes for the URL Template

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

     • Specific vendor web sites for OpenURL details

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

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

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

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

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

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

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

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

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

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 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.

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 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

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.

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.

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

1. 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)
2. 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.
3. In the Service name field, select the name for the selected service type. The Service value field appears.
4. In the Service value field, browse and select a service value.
5. 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.
6. 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.
7. 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.
8. 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.
9. 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.

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.

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).

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 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.

• 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

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.

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 as a together as a group.
4. Select or deselect the Mandatory and Visible check boxes as desired.
5. Select Save.

• 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.

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.

1. Add a row for the holdings customization, including the holdings field and subfield along with the label, applicable CSS class, and the column in which the field will appear. Select Add Row.
2. Select Save.

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.